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, Q3 2022
Institutional positions in Lakeland Financial Corp as of Sep 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
- 219
- +6 vs. Q2 2022
- Shares held
- 20.4M
- −34.1K (−0.2%) vs. Q2 2022
- Total value
- $1.49B
- +$128.2M (+9.5%) vs. Q2 2022
- New holders
- 26
- 88 more added
- Sold out
- 20
- 67 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,734,202 | $271.9M | 0.01% | +84,008+2.3% | Added |
| Vanguard Group Inc | 1,838,241 | $133.8M | 0.00% | +35,326+2.0% | Added |
| Neuberger Berman Group LLC | 1,443,764 | $105.1M | 0.11% | −8,950−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,193,719 | $86.9M | 0.29% | +95,906+8.7% | Added |
| State Street Corp | 1,106,064 | $80.5M | 0.01% | −111,017−9.1% | Reduced |
| Victory Capital Management Inc | 936,470 | $68.2M | 0.08% | +26,564+2.9% | Added |
| Dimensional Fund Advisors LP | 765,600 | $55.7M | 0.02% | −6,370−0.8% | Reduced |
| Loomis Sayles & Co L P | 556,713 | $40.5M | 0.08% | −6,714−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 535,385 | $39.0M | 0.32% | −41,059−7.1% | Reduced |
| Goldman Sachs Group Inc | 527,916 | $38.4M | 0.01% | −65,713−11.1% | Reduced |
| Copeland Capital Management, LLC | 520,487 | $37.9M | 1.25% | +7,714+1.5% | Added |
| Ameriprise Financial Inc | 493,826 | $36.0M | 0.01% | −199,814−28.8% | Reduced |
| Geode Capital Management, LLC | 450,215 | $32.8M | 0.00% | +9,344+2.1% | Added |
| Northern Trust Corp | 442,006 | $32.2M | 0.01% | +4,816+1.1% | Added |
| Boston Trust Walden Corp | 383,647 | $27.9M | 0.28% | +11,168+3.0% | Added |
| Neumeier Poma Investment Counsel LLC | 326,442 | $23.8M | 2.35% | −61,525−15.9% | Reduced |
| Bank of New York Mellon Corp | 279,563 | $20.4M | 0.00% | +5,266+1.9% | Added |
| Segall Bryant & Hamill, LLC | 244,897 | $17.8M | 0.21% | +48,024+24.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 241,497 | $17.6M | 0.13% | +48,533+25.2% | Added |
| Natixis Advisors, L.P. | 232,548 | $16.9M | 0.07% | +142,720+158.9% | Added |
| Charles Schwab Investment Management Inc | 212,449 | $15.5M | 0.01% | +15,415+7.8% | Added |
| Monarch Capital Management Inc | 176,849 | $12.9M | 4.20% | −5,901−3.2% | Reduced |
| Morgan Stanley | 173,029 | $12.6M | 0.00% | +8,022+4.9% | Added |
| Wells Fargo & Company | 170,363 | $12.4M | 0.00% | +49,640+41.1% | Added |
| Invesco Ltd. | 169,335 | $12.3M | 0.00% | +12,811+8.2% | Added |
| Principal Financial Group Inc | 168,521 | $12.3M | 0.01% | −21,312−11.2% | Reduced |
| Timucuan Asset Management Inc | 161,146 | $11.7M | 0.56% | +650+0.4% | Added |
| Envestnet Asset Management Inc | 132,220 | $9.63M | 0.01% | +23,344+21.4% | Added |
| JPMorgan Chase & Co | 96,775 | $7.05M | 0.00% | +3,118+3.3% | Added |
| American Century Companies Inc | 95,411 | $6.95M | 0.01% | −7,735−7.5% | Reduced |
| Ziegler Capital Management, LLC | 86,940 | $6.33M | 0.28% | −2,052−2.3% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $6.16M | 5.74% | +84,594 | New |
| Rhumbline Advisers | 78,637 | $5.73M | 0.01% | +5,666+7.8% | Added |
| First Trust Advisors LP | 77,572 | $5.65M | 0.01% | +7,221+10.3% | Added |
| Cetera Investment Advisers | 75,227 | $5.48M | 0.11% | −10.0% | Reduced |
| Nuveen Asset Management, LLC | 73,422 | $5.35M | 0.00% | −1,162−1.6% | Reduced |
| Stifel Financial Corp | 68,078 | $4.96M | 0.01% | +13,363+24.4% | Added |
| Citadel Advisors LLC | 64,962 | $4.73M | 0.01% | −28,378−30.4% | Reduced |
| BKD Wealth Advisors, LLC | 63,455 | $4.62M | 0.19% | +175+0.3% | Added |
| Legal & General Group Plc | 62,277 | $4.53M | 0.00% | +485+0.8% | Added |
| Swiss National Bank | 60,150 | $4.38M | 0.00% | +300+0.5% | Added |
| 1st Source Bank | 53,664 | $3.91M | 0.28% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 51,894 | $3.78M | 0.09% | +17,267+49.9% | Added |
| FourThought Financial, LLC | 47,480 | $3.46M | 0.51% | −15,400−24.5% | Reduced |
| Public Sector Pension Investment Board | 46,471 | $3.38M | 0.03% | −448−1.0% | Reduced |
| Millennium Management LLC | 46,171 | $3.36M | 0.00% | +24,293+111.0% | Added |
| New York State Common Retirement Fund | 41,759 | $3.04M | 0.00% | −60.0% | Reduced |
| Aptus Capital Advisors, LLC | 41,056 | $2.99M | 0.10% | +2,370+6.1% | Added |
| LPL Financial LLC | 40,055 | $2.92M | 0.00% | +3,642+10.0% | Added |
| ExodusPoint Capital Management, LP | 34,294 | $2.50M | 0.03% | −17,187−33.4% | Reduced |
| Alliancebernstein L.P. | 34,190 | $2.49M | 0.00% | +35+0.1% | Added |
| Bank of America Corp | 34,103 | $2.48M | 0.00% | −19,858−36.8% | Reduced |
| State of New Jersey Common Pension Fund D | 31,639 | $2.30M | 0.01% | +31,639 | New |
| California State Teachers Retirement System | 31,502 | $2.29M | 0.00% | −593−1.8% | Reduced |
| Prudential Financial Inc | 30,882 | $2.29M | 0.00% | +809+2.7% | Added |
| Great West Life Assurance Co | 29,681 | $2.16M | 0.01% | +4,951+20.0% | Added |
| D. E. Shaw & Co., Inc. | 29,372 | $2.14M | 0.00% | −9,986−25.4% | Reduced |
| Thrivent Financial for Lutherans | 26,207 | $1.91M | 0.01% | +1,305+5.2% | Added |
| Royal Bank of Canada | 24,366 | $1.77M | 0.00% | +4,444+22.3% | Added |
| Voloridge Investment Management, LLC | 23,303 | $1.70M | 0.01% | −6,237−21.1% | Reduced |
| Comerica Bank | 22,064 | $1.69M | 0.01% | −2,616−10.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 23,183 | $1.69M | 1.54% | −1,972−7.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,099 | $1.68M | 0.02% | −60.0% | Reduced |
| HSBC Holdings PLC | 22,359 | $1.66M | 0.00% | +22,359 | New |
| Truist Financial Corp | 22,376 | $1.63M | 0.00% | +8,402+60.1% | Added |
| Squarepoint Ops LLC | 22,151 | $1.61M | 0.01% | +2,533+12.9% | Added |
| Credit Suisse AG | 22,029 | $1.60M | 0.00% | +296+1.4% | Added |
| Aviva PLC | 20,923 | $1.52M | 0.01% | −7,755−27.0% | Reduced |
| Yousif Capital Management, LLC | 20,475 | $1.49M | 0.02% | −348−1.7% | Reduced |
| Bridge City Capital, LLC | 20,006 | $1.46M | 0.80% | +665+3.4% | Added |
| CWM, LLC | 19,607 | $1.43M | 0.01% | −771−3.8% | Reduced |
| SEI Investments Co | 19,067 | $1.39M | 0.00% | +707+3.9% | Added |
| UBS Asset Management Americas Inc | 18,929 | $1.38M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 18,235 | $1.33M | 0.02% | −85−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 17,821 | $1.30M | 0.00% | −833−4.5% | Reduced |
| Qube Research & Technologies Ltd | 17,603 | $1.28M | 0.01% | +11,028+167.7% | Added |
| Uncommon Cents Investing LLC | 17,600 | $1.28M | 0.54% | −664−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 17,563 | $1.28M | 0.04% | +17,563 | New |
| State of Alaska, Department of Revenue | 17,552 | $1.28M | 0.02% | −1,618−8.4% | Reduced |
| Los Angeles Capital Management LLC | 16,346 | $1.19M | 0.01% | +7,710+89.3% | Added |
| Advisor Group Holdings, Inc. | 16,150 | $1.18M | 0.00% | +928+6.1% | Added |
| Balyasny Asset Management LLC | 15,468 | $1.13M | 0.00% | +8,179+112.2% | Added |
| Davenport & Co LLC | 14,963 | $1.09M | 0.01% | +5,949+66.0% | Added |
| Two Sigma Investments, LP | 14,713 | $1.07M | 0.00% | −56,112−79.2% | Reduced |
| Citigroup Inc | 14,407 | $1.05M | 0.00% | +965+7.2% | Added |
| Walthausen & Co., LLC | 13,875 | $1.01M | 0.84% | −8,210−37.2% | Reduced |
| Two Sigma Advisers, LP | 13,800 | $1.00M | 0.00% | −12,500−47.5% | Reduced |
| Security Financial Services, INC. | 13,687 | $997.0K | 0.34% | +1,630+13.5% | Added |
| American International Group, Inc. | 13,502 | $983.0K | 0.01% | +146+1.1% | Added |
| MetLife Investment Management | 13,025 | $948.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,818 | $933.0K | 0.00% | +5,263+69.7% | Added |
| First Republic Investment Management, Inc. | 12,770 | $930.0K | 0.00% | +4,412+52.8% | Added |
| Column Capital Advisors, LLC | 12,598 | $917.0K | 0.19% | +67+0.5% | Added |
| Louisiana State Employees Retirement System | 12,100 | $881.0K | 0.03% | −200−1.6% | Reduced |
| Amalgamated Bank | 12,092 | $880.0K | 0.01% | +102+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 11,967 | $871.0K | 0.01% | +11,967 | New |
| Deutsche Bank AG | 11,230 | $818.0K | 0.00% | −3,046−21.3% | Reduced |
| Algert Global LLC | 10,458 | $761.0K | 0.05% | +2,261+27.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,321 | $751.0K | 0.00% | +10,321 | New |
| Cetera Advisors LLC | 10,300 | $750.0K | 0.02% | +55+0.5% | Added |