Lakeland Financial Corp

LKFN

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000721994

SEC filings (opens in a new tab)

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.

Q3 2022 vs. Q2 2022

How the institutions holding Lakeland Financial Corp changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of LKFN: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Of which not filed for Q3 2022	Q3 2022	Change
Holders	215	2	219	+6
Shares	20.4M	884	20.4M	−34.1K (−0.2%)
Value	$1.36B	$59.0K	$1.49B	+$128.2M (+9.5%)

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Lakeland Financial Corp at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to LKFN in Q3 2022
Institution	Shares	Value	% of portfolio
John W. Rosenthal Capital Management, Inc.	84,594	$6.16M	5.74%
State of New Jersey Common Pension Fund D	31,639	$2.30M	0.01%
HSBC Holdings PLC	22,359	$1.66M	0.00%
Exchange Traded Concepts, LLC	17,563	$1.28M	0.04%
Susquehanna Fundamental Investments, LLC	11,967	$871.0K	0.01%
Mirae Asset Global Investments Co., Ltd.	10,321	$751.0K	0.00%
Versor Investments LP	9,200	$670.0K	0.04%
Summit Global Investments	8,200	$597.0K	0.06%
Teachers Retirement System of the State of Kentucky	7,658	$557.0K	0.01%
MEMBERS Trust Co	7,000	$510.0K	0.02%
AE Wealth Management LLC	6,654	$484.0K	0.00%
Alpha DNA Investment Management LLC	6,515	$474.0K	0.41%
SG Americas Securities, LLC	6,465	$471.0K	0.01%
Gsa Capital Partners LLP	6,289	$458.0K	0.06%
AlphaCrest Capital Management LLC	5,653	$412.0K	0.03%
Quadrature Capital Ltd	4,859	$354.0K	0.01%
Hightower 6M Holding, LLC	4,729	$344.0K	0.03%
Virtu Financial LLC	3,581	$261.0K	0.02%
Ergoteles LLC	3,140	$229.0K	0.01%
MML Investors Services, LLC	2,826	$206.0K	0.00%
Macroview Investment Management LLC	126	$9.00K	0.02%
Center for Financial Planning, Inc.	40	$3.00K	0.00%
Covington Capital Management	34	$2.00K	0.00%
Farmers & Merchants Investments Inc	16	$1.00K	0.00%
Global Retirement Partners, LLC	5	$0	0.00%
SJS Investment Consulting Inc.	1	$0	0.00%

Sold out (20)

Institutions that held Lakeland Financial Corp at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of LKFN in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Assenagon Asset Management S.A.	72,943	$4.84M
Marshall Wace, LLP	49,333	$3.28M
Duality Advisers, LP	16,216	$1.08M
Dynamic Technology Lab Private Ltd	14,930	$992.0K
Maryland State Retirement & Pension System	10,271	$682.0K
Trexquant Investment LP	7,712	$512.0K
Jump Financial, LLC	5,452	$362.0K
Janus Henderson Group PLC	5,129	$341.0K
Lido Advisors, LLC	4,983	$330.0K
Renaissance Technologies LLC	4,851	$322.0K
Indiana Trust & Investment Management CO	3,069	$204.0K
PEAK6 Investments LLC	826	$55.0K
Captrust Financial Advisors	365	$24.0K
Aquatic Capital Management LLC	300	$20.0K
Harbor Investment Advisory, LLC	126	$8.00K
Bartlett & Co. LLC	116	$8.00K
Venture Visionary Partners LLC	120	$7.97K
Bartlett & Co. Wealth Management LLC	116	$7.71K
Massmutual Trust Co FSB	9	$1.00K
Steward Financial Group LLC	2	$0

Not filed for Q3 2022 yet (2)

Institutions that held Lakeland Financial Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LKFN in Q2 2022 that haven't filed for Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Fieldpoint Private Securities, LLC	807	$54.0K
Private Capital Group, LLC	77	$5.00K