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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 7,555 | $514.0K | 0.00% | +7,555 | New |
| Jane Street Group, LLC | 8,019 | $533.0K | 0.00% | +8,019 | New |
| State Board of Administration of Florida Retirement System | 8,102 | $538.0K | 0.00% | −4,600−36.2% | Reduced |
| Algert Global LLC | 8,197 | $544.0K | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,354 | $555.0K | 0.01% | −1,300−13.5% | Reduced |
| First Republic Investment Management, Inc. | 8,358 | $555.0K | 0.00% | +8,358 | New |
| Ensign Peak Advisors, Inc | 8,400 | $558.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,636 | $574.0K | 0.00% | −125−1.4% | Reduced |
| Keybank National Association | 8,905 | $591.0K | 0.00% | +585+7.0% | Added |
| Davenport & Co LLC | 9,014 | $599.0K | 0.00% | +9,014 | New |
| Intercontinental Wealth Advisors, LLC | 9,066 | $602.0K | 0.16% | +49+0.5% | Added |
| Rafferty Asset Management, LLC | 9,110 | $605.0K | 0.01% | −7,670−45.7% | Reduced |
| State of Tennessee, Treasury Department | 9,530 | $633.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,632 | $640.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,691 | $643.7K | 0.00% | −108−1.1% | Reduced |
| Cetera Advisors LLC | 10,245 | $680.0K | 0.02% | +56+0.5% | Added |
| Maryland State Retirement & Pension System | 10,271 | $682.0K | 0.02% | +125+1.2% | Added |
| Russell Investments Group, Ltd. | 10,395 | $689.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 11,134 | $739.0K | 0.07% | +11,134 | New |
| Amalgamated Bank | 11,990 | $796.0K | 0.01% | +686+6.1% | Added |
| Security Financial Services, INC. | 12,057 | $801.0K | 0.26% | 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 |
| Louisiana State Employees Retirement System | 12,300 | $846.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 13,025 | $865.1K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 13,356 | $887.0K | 0.01% | −694−4.9% | Reduced |
| Citigroup Inc | 13,442 | $892.0K | 0.00% | −10,591−44.1% | Reduced |
| Truist Financial Corp | 13,974 | $928.0K | 0.00% | +13,974 | New |
| Deutsche Bank AG | 14,276 | $949.0K | 0.00% | −688−4.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,930 | $992.0K | 0.11% | +6,700+81.4% | Added |
| BNP Paribas Arbitrage, SA | 15,245 | $1.01M | 0.00% | +124+0.8% | Added |
| Advisor Group Holdings, Inc. | 15,222 | $1.02M | 0.00% | +1,852+13.9% | Added |
| Duality Advisers, LP | 16,216 | $1.08M | 0.11% | +16,216 | New |
| Price T Rowe Associates Inc | 17,152 | $1.14M | 0.00% | +184+1.1% | Added |
| SEI Investments Co | 18,360 | $1.21M | 0.00% | +9,681+111.5% | Added |
| Uncommon Cents Investing LLC | 18,264 | $1.21M | 0.48% | −50−0.3% | Reduced |
| Texas Permanent School Fund | 18,320 | $1.22M | 0.02% | +383+2.1% | Added |
| The PNC Financial Services Group, Inc. | 18,654 | $1.24M | 0.00% | +15,897+576.6% | Added |
| UBS Asset Management Americas Inc | 18,929 | $1.26M | 0.00% | −123−0.6% | Reduced |
| State of Alaska, Department of Revenue | 19,170 | $1.27M | 0.02% | +1,525+8.6% | Added |
| Bridge City Capital, LLC | 19,341 | $1.28M | 0.68% | −34−0.2% | Reduced |
| Squarepoint Ops LLC | 19,618 | $1.30M | 0.01% | +10,381+112.4% | Added |
| Royal Bank of Canada | 19,922 | $1.32M | 0.00% | +8,040+67.7% | Added |
| CWM, LLC | 20,378 | $1.35M | 0.01% | −1,942−8.7% | Reduced |
| Yousif Capital Management, LLC | 20,823 | $1.38M | 0.02% | −2,565−11.0% | Reduced |
| Credit Suisse AG | 21,733 | $1.44M | 0.00% | −3,605−14.2% | Reduced |
| Millennium Management LLC | 21,878 | $1.45M | 0.00% | +21,878 | New |
| Walthausen & Co., LLC | 22,085 | $1.47M | 0.66% | −3,390−13.3% | Reduced |
| HRT Financial LP | 22,643 | $1.50M | 0.02% | +22,643 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,105 | $1.53M | 0.02% | +1,293+5.9% | Added |
| Great West Life Assurance Co | 24,730 | $1.64M | 0.00% | +2,723+12.4% | Added |
| Thrivent Financial for Lutherans | 24,902 | $1.65M | 0.00% | +4,305+20.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 25,155 | $1.66M | 1.37% | +135+0.5% | Added |
| Comerica Bank | 24,680 | $1.70M | 0.01% | −7,887−24.2% | Reduced |
| Two Sigma Advisers, LP | 26,300 | $1.75M | 0.00% | +26,300 | New |
| Aviva PLC | 28,678 | $1.91M | 0.01% | +906+3.3% | Added |
| Voloridge Investment Management, LLC | 29,540 | $1.96M | 0.01% | +16,217+121.7% | Added |
| Prudential Financial Inc | 30,073 | $1.98M | 0.00% | +1,837+6.5% | Added |
| California State Teachers Retirement System | 32,095 | $2.13M | 0.00% | +203+0.6% | Added |
| Alliancebernstein L.P. | 34,155 | $2.27M | 0.00% | +441+1.3% | Added |
| Tudor Investment Corp Et Al | 34,627 | $2.30M | 0.07% | +17,603+103.4% | Added |
| LPL Financial LLC | 36,413 | $2.42M | 0.00% | +206+0.6% | Added |
| Aptus Capital Advisors, LLC | 38,686 | $2.57M | 0.09% | +1,422+3.8% | Added |
| D. E. Shaw & Co., Inc. | 39,358 | $2.61M | 0.00% | +16,775+74.3% | Added |
| New York State Common Retirement Fund | 41,765 | $2.77M | 0.00% | +60.0% | Added |
| Public Sector Pension Investment Board | 46,919 | $3.12M | 0.03% | −311−0.7% | Reduced |
| Marshall Wace, LLP | 49,333 | $3.28M | 0.01% | +49,333 | New |
| ExodusPoint Capital Management, LP | 51,481 | $3.42M | 0.05% | +44,506+638.1% | Added |
| 1st Source Bank | 53,664 | $3.56M | 0.25% | 00.0% | Unchanged |
| Bank of America Corp | 53,961 | $3.58M | 0.00% | −10,777−16.6% | Reduced |
| Stifel Financial Corp | 54,715 | $3.63M | 0.01% | +25,803+89.2% | Added |
| Swiss National Bank | 59,850 | $3.98M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 61,792 | $4.10M | 0.00% | +705+1.2% | Added |
| FourThought Financial, LLC | 62,880 | $4.18M | 0.61% | −8,400−11.8% | Reduced |
| BKD Wealth Advisors, LLC | 63,280 | $4.20M | 0.17% | +179+0.3% | Added |
| Macquarie Group Ltd | 67,476 | $4.48M | 0.01% | −5,266−7.2% | Reduced |
| First Trust Advisors LP | 70,351 | $4.67M | 0.01% | +7,485+11.9% | Added |
| Two Sigma Investments, LP | 70,825 | $4.70M | 0.02% | +54,968+346.6% | Added |
| Assenagon Asset Management S.A. | 72,943 | $4.84M | 0.02% | +72,943 | New |
| Rhumbline Advisers | 72,971 | $4.85M | 0.01% | −2,143−2.9% | Reduced |
| Nuveen Asset Management, LLC | 74,584 | $4.95M | 0.00% | −15,542−17.2% | Reduced |
| Cubist Systematic Strategies, LLC | 74,866 | $4.97M | 0.04% | +51,641+222.4% | Added |
| Cetera Investment Advisers | 75,228 | $5.00M | 0.08% | +100.0% | Added |
| Ziegler Capital Management, LLC | 88,992 | $5.91M | 0.24% | −14,644−14.1% | Reduced |
| Natixis Advisors, L.P. | 89,828 | $5.97M | 0.03% | +89,828 | New |
| Citadel Advisors LLC | 93,340 | $6.20M | 0.01% | +23,467+33.6% | Added |
| JPMorgan Chase & Co | 93,657 | $6.22M | 0.00% | +67,039+251.9% | Added |
| American Century Companies Inc | 103,146 | $6.85M | 0.01% | +19,613+23.5% | Added |
| Envestnet Asset Management Inc | 108,876 | $7.23M | 0.00% | +43,515+66.6% | Added |
| Wells Fargo & Company | 120,723 | $8.02M | 0.00% | +84,793+236.0% | Added |
| Invesco Ltd. | 156,524 | $10.4M | 0.00% | −10,512−6.3% | Reduced |
| Timucuan Asset Management Inc | 160,496 | $10.7M | 0.50% | 00.0% | Unchanged |
| Morgan Stanley | 165,007 | $11.0M | 0.00% | +36,684+28.6% | Added |
| Monarch Capital Management Inc | 182,750 | $12.1M | 3.62% | −1,105−0.6% | Reduced |
| Principal Financial Group Inc | 189,833 | $12.6M | 0.01% | −21,644−10.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 192,964 | $12.8M | 0.09% | +53,538+38.4% | Added |
| Segall Bryant & Hamill, LLC | 196,873 | $13.1M | 0.15% | −58,459−22.9% | Reduced |
| Charles Schwab Investment Management Inc | 197,034 | $13.1M | 0.00% | +6,780+3.6% | Added |
| Bank of New York Mellon Corp | 274,297 | $18.2M | 0.00% | −17,368−6.0% | Reduced |
| Boston Trust Walden Corp | 372,479 | $24.7M | 0.23% | +3,021+0.8% | Added |