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 | $1.18B |
| Q3 2025 | 245 | $1.36B |
| Q2 2025 | 235 | $1.32B |
| Q1 2025 | 244 | $1.27B |
| Q4 2024 | 231 | $1.49B |
| Q3 2024 | 234 | $1.39B |
| Q2 2024 | 216 | $1.30B |
| Q1 2024 | 223 | $1.41B |
| Q4 2023 | 207 | $1.37B |
| Q3 2023 | 200 | $984.2M |
| Q2 2023 | 197 | $996.2M |
| Q1 2023 | 215 | $1.29B |
| Q4 2022 | 229 | $1.49B |
| Q3 2022 | 219 | $1.49B |
| Q2 2022 | 215 | $1.36B |
| Q1 2022 | 201 | $1.51B |
| Q4 2021 | 186 | $1.66B |
| Q3 2021 | 179 | $1.48B |
| Q2 2021 | 166 | $1.16B |
| 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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $0 | 0.00% | +4+400.0% | Added |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −5−38.5% | Reduced |
| Massmutual Trust Co FSB | 9 | $1.00K | 0.00% | +9 | New |
| Signaturefd, LLC | 27 | $2.00K | 0.00% | −16−37.2% | Reduced |
| RWM Asset Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $2.00K | 0.00% | +8+27.6% | Added |
| Zions Bancorporation, N.A. | 23 | $2.00K | 0.00% | −8−25.8% | Reduced |
| EverSource Wealth Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $2.00K | 0.00% | +32 | New |
| Central Trust Co | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 51 | $3.00K | 0.00% | +51 | New |
| Meeder Asset Management Inc | 57 | $4.00K | 0.00% | +57 | New |
| Private Capital Group, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 116 | $7.71K | 0.00% | +116 | New |
| Venture Visionary Partners LLC | 120 | $7.97K | 0.00% | +120 | New |
| Harbor Investment Advisory, LLC | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 125 | $8.00K | 0.00% | +23+22.5% | Added |
| Bartlett & Co. LLC | 116 | $8.00K | 0.00% | +116 | New |
| Hantz Financial Services, Inc. | 147 | $10.0K | 0.00% | −27−15.5% | Reduced |
| Huntington National Bank | 154 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 144 | $10.0K | 0.00% | +36+33.3% | Added |
| TD Private Client Wealth LLC | 152 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 165 | $11.0K | 0.00% | −25−13.2% | Reduced |
| Sutton Wealth Advisors Inc. | 181 | $12.0K | 0.00% | −1−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 292 | $19.0K | 0.00% | +148+102.8% | Added |
| Crewe Advisors LLC | 289 | $19.0K | 0.00% | +289 | New |
| Fifth Third Bancorp | 306 | $20.0K | 0.00% | +16+5.5% | Added |
| Aquatic Capital Management LLC | 300 | $20.0K | 0.01% | +200+200.0% | Added |
| Financial Enhancement Group LLC | 315 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 317 | $21.0K | 0.00% | +217+217.0% | Added |
| UBS Group AG | 347 | $23.0K | 0.00% | −12,267−97.2% | Reduced |
| Captrust Financial Advisors | 365 | $24.0K | 0.00% | −8−2.1% | Reduced |
| Creative Financial Designs Inc | 392 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 402 | $27.0K | 0.02% | +402 | New |
| Harding Loevner LP | 422 | $28.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 461 | $31.0K | 0.01% | +3+0.7% | Added |
| Nisa Investment Advisors, LLC | 484 | $32.0K | 0.00% | +200+70.4% | Added |
| Allspring Global Investments Holdings, LLC | 563 | $37.0K | 0.00% | −5,696−91.0% | Reduced |
| State of Wyoming | 790 | $52.0K | 0.03% | −555−41.3% | Reduced |
| Fieldpoint Private Securities, LLC | 807 | $54.0K | 0.02% | −27−3.2% | Reduced |
| PEAK6 Investments LLC | 826 | $55.0K | 0.00% | +826 | New |
| Proequities, Inc. | 923 | $61.0K | 0.01% | −218−19.1% | Reduced |
| Money Concepts Capital Corp | 926 | $62.0K | 0.01% | −3,079−76.9% | Reduced |
| FMR LLC | 1,259 | $84.0K | 0.00% | −23,259−94.9% | Reduced |
| Metropolitan Life Insurance Co | 1,498 | $99.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,519 | $100.0K | 0.00% | +1,458+2,390.2% | Added |
| Ameritas Investment Partners, Inc. | 1,841 | $122.0K | 0.01% | −133−6.7% | Reduced |
| US Bancorp | 1,843 | $122.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,072 | $138.0K | 0.00% | +2,072 | New |
| Point72 Hong Kong Ltd | 2,161 | $144.0K | 0.01% | +2,161 | New |
| Clean Yield Group | 2,250 | $149.0K | 0.06% | −145−6.1% | Reduced |
| Harbour Investments, Inc. | 2,529 | $168.0K | 0.01% | +2,529 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $190.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,069 | $204.0K | 0.11% | 00.0% | Unchanged |
| Raymond James & Associates | 3,192 | $212.0K | 0.00% | +117+3.8% | Added |
| ProShare Advisors LLC | 3,485 | $231.0K | 0.00% | −131,383−97.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,588 | $238.0K | 0.00% | −200−5.3% | Reduced |
| Teacher Retirement System of Texas | 3,901 | $259.0K | 0.00% | −1,320−25.3% | Reduced |
| Bank of Montreal | 3,860 | $260.0K | 0.00% | −4,633−54.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,989 | $265.0K | 0.06% | −38−0.9% | Reduced |
| Mutual of America Capital Management LLC | 4,257 | $283.0K | 0.00% | +611+16.8% | Added |
| Campbell & CO Investment Adviser LLC | 4,258 | $283.0K | 0.08% | +4,258 | New |
| Wellington Management Group LLP | 4,304 | $286.0K | 0.00% | +4,304 | New |
| Susquehanna International Group, LLP | 4,323 | $287.0K | 0.00% | −853−16.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,574 | $304.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,643 | $308.4K | 0.01% | +143+3.2% | Added |
| Synovus Financial Corp | 4,628 | $311.0K | 0.00% | +174+3.9% | Added |
| Renaissance Technologies LLC | 4,851 | $322.0K | 0.00% | +4,851 | New |
| Hennion & Walsh Asset Management, Inc. | 4,903 | $326.0K | 0.02% | +432+9.7% | Added |
| Lido Advisors, LLC | 4,983 | $330.0K | 0.01% | +4,983 | New |
| Handelsbanken Fonder AB | 5,030 | $334.0K | 0.00% | −2,500−33.2% | Reduced |
| Janus Henderson Group PLC | 5,129 | $341.0K | 0.00% | −20.0% | Reduced |
| Everence Capital Management Inc | 5,160 | $343.0K | 0.03% | +1,560+43.3% | Added |
| Sym Financial Corp | 5,178 | $344.0K | 0.16% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,452 | $362.0K | 0.02% | +218+4.2% | Added |
| Tower Research Capital LLC (TRC) | 5,640 | $375.0K | 0.01% | +4,671+482.0% | Added |
| Hancock Whitney Corp | 5,766 | $383.0K | 0.02% | −345−5.6% | Reduced |
| Snowden Capital Advisors LLC | 5,830 | $387.0K | 0.02% | +5,830 | New |
| AQR Capital Management LLC | 5,872 | $390.0K | 0.00% | +40+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,150 | $408.0K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 6,374 | $423.0K | 0.01% | −40−0.6% | Reduced |
| State of Wisconsin Investment Board | 6,389 | $424.0K | 0.00% | +6,389 | New |
| Bedel Financial Consulting, Inc. | 6,450 | $428.0K | 0.13% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,575 | $437.0K | 0.00% | −6,612−50.1% | Reduced |
| Arizona State Retirement System | 6,868 | $456.0K | 0.00% | +29+0.4% | Added |
| Winton Group Ltd | 6,865 | $456.0K | 0.02% | +6,865 | New |
| Balyasny Asset Management LLC | 7,289 | $484.0K | 0.00% | −7,189−49.7% | Reduced |
| New York State Teachers Retirement System | 7,640 | $507.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,712 | $512.0K | 0.02% | +1,984+34.6% | Added |