Lakeland Financial Corp
LKFN- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000721994
In the last 90 days, Lakeland Financial Corp insiders filed 0 open-market purchases and 2 sales; 255 institutions reported holding it in 13F filings for Q2 2026, worth $1.30B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Lakeland Financial Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 215
- +19 vs. Q1 2022
- Shares held
- 20.4M
- −120.2K (−0.6%) vs. Q1 2022
- Total value
- $1.36B
- −$143.5M (−9.6%) vs. Q1 2022
- New holders
- 34
- 72 more added
- Sold out
- 15
- 70 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LKFN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 255 | $1.30B |
| Q1 2026 | 235 | $1.20B |
| Q4 2025 | 227 | $1.20B |
| Q3 2025 | 245 | $1.37B |
| Q2 2025 | 235 | $1.33B |
| Q1 2025 | 244 | $1.27B |
| Q4 2024 | 231 | $1.49B |
| Q3 2024 | 234 | $1.40B |
| Q2 2024 | 216 | $1.31B |
| Q1 2024 | 223 | $1.44B |
| Q4 2023 | 207 | $1.39B |
| Q3 2023 | 200 | $984.2M |
| Q2 2023 | 197 | $996.2M |
| Q1 2023 | 215 | $1.29B |
| Q4 2022 | 229 | $1.49B |
| Q3 2022 | 220 | $1.49B |
| Q2 2022 | 215 | $1.36B |
| Q1 2022 | 201 | $1.51B |
| Q4 2021 | 186 | $1.67B |
| Q3 2021 | 179 | $1.52B |
| Q2 2021 | 166 | $1.17B |
| Q1 2021 | 165 | $1.32B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,650,194 | $242.4M | 0.01% | −157,398−4.1% | Reduced |
| Vanguard Group Inc | 1,802,915 | $119.7M | 0.00% | +34,275+1.9% | Added |
| Neuberger Berman Group LLC | 1,452,714 | $96.5M | 0.10% | −29,909−2.0% | Reduced |
| State Street Corp | 1,217,081 | $80.8M | 0.00% | −90,924−7.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,097,813 | $72.9M | 0.23% | +142,591+14.9% | Added |
| Victory Capital Management Inc | 909,906 | $60.4M | 0.07% | +66,240+7.9% | Added |
| Dimensional Fund Advisors LP | 771,970 | $51.3M | 0.02% | −22,632−2.8% | Reduced |
| Ameriprise Financial Inc | 693,640 | $46.1M | 0.02% | −330,329−32.3% | Reduced |
| Goldman Sachs Group Inc | 593,629 | $39.4M | 0.01% | −174,255−22.7% | Reduced |
| Silvercrest Asset Management Group LLC | 576,444 | $38.3M | 0.29% | −14,379−2.4% | Reduced |
| Loomis Sayles & Co L P | 563,427 | $37.4M | 0.07% | −2,859−0.5% | Reduced |
| Copeland Capital Management, LLC | 512,773 | $34.1M | 1.08% | −2,541−0.5% | Reduced |
| Geode Capital Management, LLC | 440,871 | $29.3M | 0.00% | −18,446−4.0% | Reduced |
| Northern Trust Corp | 437,190 | $29.0M | 0.01% | −595−0.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 387,967 | $25.8M | 2.02% | −11,580−2.9% | Reduced |
| Boston Trust Walden Corp | 372,479 | $24.7M | 0.23% | +3,021+0.8% | Added |
| Bank of New York Mellon Corp | 274,297 | $18.2M | 0.00% | −17,368−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 197,034 | $13.1M | 0.00% | +6,780+3.6% | Added |
| Segall Bryant & Hamill, LLC | 196,873 | $13.1M | 0.15% | −58,459−22.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 192,964 | $12.8M | 0.09% | +53,538+38.4% | Added |
| Principal Financial Group Inc | 189,833 | $12.6M | 0.01% | −21,644−10.2% | Reduced |
| Monarch Capital Management Inc | 182,750 | $12.1M | 3.62% | −1,105−0.6% | Reduced |
| Morgan Stanley | 165,007 | $11.0M | 0.00% | +36,684+28.6% | Added |
| Timucuan Asset Management Inc | 160,496 | $10.7M | 0.50% | 00.0% | Unchanged |
| Invesco Ltd. | 156,524 | $10.4M | 0.00% | −10,512−6.3% | Reduced |
| Wells Fargo & Company | 120,723 | $8.02M | 0.00% | +84,793+236.0% | Added |
| Envestnet Asset Management Inc | 108,876 | $7.23M | 0.00% | +43,515+66.6% | Added |
| American Century Companies Inc | 103,146 | $6.85M | 0.01% | +19,613+23.5% | Added |
| JPMorgan Chase & Co | 93,657 | $6.22M | 0.00% | +67,039+251.9% | Added |
| Citadel Advisors LLC | 93,340 | $6.20M | 0.01% | +23,467+33.6% | Added |
| Natixis Advisors, L.P. | 89,828 | $5.97M | 0.03% | +89,828 | New |
| Ziegler Capital Management, LLC | 88,992 | $5.91M | 0.24% | −14,644−14.1% | Reduced |
| Cetera Investment Advisers | 75,228 | $5.00M | 0.08% | +100.0% | Added |
| Cubist Systematic Strategies, LLC | 74,866 | $4.97M | 0.04% | +51,641+222.4% | Added |
| Nuveen Asset Management, LLC | 74,584 | $4.95M | 0.00% | −15,542−17.2% | Reduced |
| Rhumbline Advisers | 72,971 | $4.85M | 0.01% | −2,143−2.9% | Reduced |
| Assenagon Asset Management S.A. | 72,943 | $4.84M | 0.02% | +72,943 | New |
| Two Sigma Investments, LP | 70,825 | $4.70M | 0.02% | +54,968+346.6% | Added |
| First Trust Advisors LP | 70,351 | $4.67M | 0.01% | +7,485+11.9% | Added |
| Macquarie Group Ltd | 67,476 | $4.48M | 0.01% | −5,266−7.2% | Reduced |
| BKD Wealth Advisors, LLC | 63,280 | $4.20M | 0.17% | +179+0.3% | Added |
| FourThought Financial, LLC | 62,880 | $4.18M | 0.61% | −8,400−11.8% | Reduced |
| Legal & General Group Plc | 61,792 | $4.10M | 0.00% | +705+1.2% | Added |
| Swiss National Bank | 59,850 | $3.98M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 54,715 | $3.63M | 0.01% | +25,803+89.2% | Added |
| Bank of America Corp | 53,961 | $3.58M | 0.00% | −10,777−16.6% | Reduced |
| 1st Source Bank | 53,664 | $3.56M | 0.25% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 51,481 | $3.42M | 0.05% | +44,506+638.1% | Added |
| Marshall Wace, LLP | 49,333 | $3.28M | 0.01% | +49,333 | New |
| Public Sector Pension Investment Board | 46,919 | $3.12M | 0.03% | −311−0.7% | Reduced |
| New York State Common Retirement Fund | 41,765 | $2.77M | 0.00% | +60.0% | Added |
| D. E. Shaw & Co., Inc. | 39,358 | $2.61M | 0.00% | +16,775+74.3% | Added |
| Aptus Capital Advisors, LLC | 38,686 | $2.57M | 0.09% | +1,422+3.8% | Added |
| LPL Financial LLC | 36,413 | $2.42M | 0.00% | +206+0.6% | Added |
| Tudor Investment Corp Et Al | 34,627 | $2.30M | 0.07% | +17,603+103.4% | Added |
| Alliancebernstein L.P. | 34,155 | $2.27M | 0.00% | +441+1.3% | Added |
| California State Teachers Retirement System | 32,095 | $2.13M | 0.00% | +203+0.6% | Added |
| Prudential Financial Inc | 30,073 | $1.98M | 0.00% | +1,837+6.5% | Added |
| Voloridge Investment Management, LLC | 29,540 | $1.96M | 0.01% | +16,217+121.7% | Added |
| Aviva PLC | 28,678 | $1.91M | 0.01% | +906+3.3% | Added |
| Two Sigma Advisers, LP | 26,300 | $1.75M | 0.00% | +26,300 | New |
| Comerica Bank | 24,680 | $1.70M | 0.01% | −7,887−24.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 25,155 | $1.66M | 1.37% | +135+0.5% | Added |
| Thrivent Financial for Lutherans | 24,902 | $1.65M | 0.00% | +4,305+20.9% | Added |
| Great West Life Assurance Co | 24,730 | $1.64M | 0.00% | +2,723+12.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,105 | $1.53M | 0.02% | +1,293+5.9% | Added |
| HRT Financial LP | 22,643 | $1.50M | 0.02% | +22,643 | New |
| Walthausen & Co., LLC | 22,085 | $1.47M | 0.66% | −3,390−13.3% | Reduced |
| Millennium Management LLC | 21,878 | $1.45M | 0.00% | +21,878 | New |
| Credit Suisse AG | 21,733 | $1.44M | 0.00% | −3,605−14.2% | Reduced |
| Yousif Capital Management, LLC | 20,823 | $1.38M | 0.02% | −2,565−11.0% | Reduced |
| CWM, LLC | 20,378 | $1.35M | 0.01% | −1,942−8.7% | Reduced |
| Royal Bank of Canada | 19,922 | $1.32M | 0.00% | +8,040+67.7% | Added |
| Squarepoint Ops LLC | 19,618 | $1.30M | 0.01% | +10,381+112.4% | Added |
| Bridge City Capital, LLC | 19,341 | $1.28M | 0.68% | −34−0.2% | Reduced |
| State of Alaska, Department of Revenue | 19,170 | $1.27M | 0.02% | +1,525+8.6% | Added |
| UBS Asset Management Americas Inc | 18,929 | $1.26M | 0.00% | −123−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 18,654 | $1.24M | 0.00% | +15,897+576.6% | Added |
| Texas Permanent School Fund | 18,320 | $1.22M | 0.02% | +383+2.1% | Added |
| Uncommon Cents Investing LLC | 18,264 | $1.21M | 0.48% | −50−0.3% | Reduced |
| SEI Investments Co | 18,360 | $1.21M | 0.00% | +9,681+111.5% | Added |
| Price T Rowe Associates Inc | 17,152 | $1.14M | 0.00% | +184+1.1% | Added |
| Duality Advisers, LP | 16,216 | $1.08M | 0.11% | +16,216 | New |
| Advisor Group Holdings, Inc. | 15,222 | $1.02M | 0.00% | +1,852+13.9% | Added |
| BNP Paribas Arbitrage, SA | 15,245 | $1.01M | 0.00% | +124+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 14,930 | $992.0K | 0.11% | +6,700+81.4% | Added |
| Deutsche Bank AG | 14,276 | $949.0K | 0.00% | −688−4.6% | Reduced |
| Truist Financial Corp | 13,974 | $928.0K | 0.00% | +13,974 | New |
| Citigroup Inc | 13,442 | $892.0K | 0.00% | −10,591−44.1% | Reduced |
| American International Group, Inc. | 13,356 | $887.0K | 0.01% | −694−4.9% | Reduced |
| MetLife Investment Management | 13,025 | $865.1K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $846.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 12,528 | $832.0K | 0.00% | −35,782−74.1% | Reduced |
| Column Capital Advisors, LLC | 12,531 | $832.0K | 0.16% | +68+0.5% | Added |
| Security Financial Services, INC. | 12,057 | $801.0K | 0.26% | 00.0% | Unchanged |
| Amalgamated Bank | 11,990 | $796.0K | 0.01% | +686+6.1% | Added |
| Quantbot Technologies LP | 11,134 | $739.0K | 0.07% | +11,134 | New |
| Russell Investments Group, Ltd. | 10,395 | $689.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,271 | $682.0K | 0.02% | +125+1.2% | Added |
| Cetera Advisors LLC | 10,245 | $680.0K | 0.02% | +56+0.5% | Added |