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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 6 | $0 | 0.00% | +5+500.0% | Added |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 11 | $1.00K | 0.00% | −12−52.2% | Reduced |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Aua Capital Management, LLC | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Schubert & Co | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $1.00K | 0.00% | +16 | New |
| Signaturefd, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 34 | $2.00K | 0.00% | +34 | New |
| Central Trust Co | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $3.00K | 0.00% | +3+8.1% | Added |
| RWM Asset Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $3.00K | 0.00% | +17+53.1% | Added |
| Center for Financial Planning, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Meeder Asset Management Inc | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 138 | $5.00K | 0.00% | +2+1.5% | Added |
| Institutional & Family Asset Management, LLC | 75 | $5.00K | 0.00% | +24+47.1% | Added |
| Rockefeller Capital Management L.P. | 94 | $6.00K | 0.00% | −31−24.8% | Reduced |
| TCI Wealth Advisors, Inc. | 76 | $6.00K | 0.00% | +1+1.3% | Added |
| Carolinas Wealth Consulting LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 106 | $8.00K | 0.00% | −41−27.9% | Reduced |
| Key Financial Inc | 107 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 126 | $9.00K | 0.02% | +126 | New |
| Huntington National Bank | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 152 | $11.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 161 | $12.0K | 0.00% | +17+11.8% | Added |
| Sutton Wealth Advisors Inc. | 181 | $13.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 200 | $15.0K | 0.00% | +127+174.0% | Added |
| Bessemer Group Inc | 213 | $16.0K | 0.00% | +48+29.1% | Added |
| Crewe Advisors LLC | 289 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 306 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 317 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 315 | $23.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 359 | $26.0K | 0.00% | −1,802−83.4% | Reduced |
| Harding Loevner LP | 370 | $27.0K | 0.00% | −52−12.3% | Reduced |
| Macquarie Group Ltd | 0 | $28.0K | 0.00% | −67,476−100.0% | Reduced |
| Tower View Investment Management & Research LLC | 404 | $29.0K | 0.02% | +2+0.5% | Added |
| Creative Financial Designs Inc | 392 | $29.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 431 | $31.0K | 0.00% | +139+47.6% | Added |
| Plante Moran Financial Advisors, LLC | 463 | $34.0K | 0.01% | +2+0.4% | Added |
| Nisa Investment Advisors, LLC | 444 | $37.0K | 0.00% | −40−8.3% | Reduced |
| First Horizon Advisors, Inc. | 648 | $47.0K | 0.00% | −871−57.3% | Reduced |
| Proequities, Inc. | 657 | $48.0K | 0.00% | −266−28.8% | Reduced |
| State of Wyoming | 767 | $56.0K | 0.03% | −23−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 861 | $62.0K | 0.00% | +298+52.9% | Added |
| Metropolitan Life Insurance Co | 1,498 | $109.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,761 | $129.0K | 0.00% | −82−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,841 | $134.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,072 | $151.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2,250 | $164.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,529 | $168.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,826 | $206.0K | 0.00% | +2,826 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,856 | $208.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 3,140 | $229.0K | 0.01% | +3,140 | New |
| Money Concepts Capital Corp | 3,231 | $235.0K | 0.01% | +2,305+248.9% | Added |
| ProShare Advisors LLC | 3,395 | $246.0K | 0.00% | −90−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,481 | $253.0K | 0.06% | −777−18.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,589 | $261.0K | 0.00% | +10.0% | Added |
| Virtu Financial LLC | 3,581 | $261.0K | 0.02% | +3,581 | New |
| Teacher Retirement System of Texas | 3,636 | $265.0K | 0.00% | −265−6.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,889 | $283.0K | 0.07% | −100−2.5% | Reduced |
| Bank of Montreal | 4,137 | $331.0K | 0.00% | +277+7.2% | Added |
| Public Employees Retirement Association of Colorado | 4,574 | $333.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,669 | $339.9K | 0.01% | +26+0.6% | Added |
| State of Wisconsin Investment Board | 4,723 | $344.0K | 0.00% | −1,666−26.1% | Reduced |
| Synovus Financial Corp | 4,628 | $344.0K | 0.00% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 4,729 | $344.0K | 0.03% | +4,729 | New |
| Hennion & Walsh Asset Management, Inc. | 4,753 | $346.0K | 0.02% | −150−3.1% | Reduced |
| Quadrature Capital Ltd | 4,859 | $354.0K | 0.01% | +4,859 | New |
| Handelsbanken Fonder AB | 5,030 | $366.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,044 | $367.0K | 0.00% | +787+18.5% | Added |
| Everence Capital Management Inc | 5,160 | $376.0K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 5,178 | $377.0K | 0.18% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,660 | $412.0K | 0.02% | −106−1.8% | Reduced |
| AlphaCrest Capital Management LLC | 5,653 | $412.0K | 0.03% | +5,653 | New |
| Quantbot Technologies LP | 6,043 | $439.0K | 0.03% | −5,091−45.7% | Reduced |
| AQR Capital Management LLC | 6,068 | $442.0K | 0.00% | +196+3.3% | Added |
| Gsa Capital Partners LLP | 6,289 | $458.0K | 0.06% | +6,289 | New |
| SG Americas Securities, LLC | 6,465 | $471.0K | 0.01% | +6,465 | New |
| Wellington Management Group LLP | 6,506 | $474.0K | 0.00% | +2,202+51.2% | Added |
| Alpha DNA Investment Management LLC | 6,515 | $474.0K | 0.41% | +6,515 | New |
| Winton Group Ltd | 6,540 | $476.0K | 0.03% | −325−4.7% | Reduced |
| FMR LLC | 6,572 | $479.0K | 0.00% | +5,313+422.0% | Added |
| AE Wealth Management LLC | 6,654 | $484.0K | 0.00% | +6,654 | New |
| Rafferty Asset Management, LLC | 6,726 | $490.0K | 0.01% | −2,384−26.2% | Reduced |
| HRT Financial LP | 6,868 | $500.0K | 0.01% | −15,775−69.7% | Reduced |
| Arizona State Retirement System | 6,888 | $502.0K | 0.01% | +20+0.3% | Added |
| Bokf, NA | 6,897 | $502.0K | 0.01% | +523+8.2% | Added |
| Cubist Systematic Strategies, LLC | 6,950 | $506.0K | 0.00% | −67,916−90.7% | Reduced |
| MEMBERS Trust Co | 7,000 | $510.0K | 0.02% | +7,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,041 | $512.0K | 0.04% | +891+14.5% | Added |
| Bedel Financial Consulting, Inc. | 6,450 | $524.0K | 0.14% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,408 | $539.0K | 0.01% | +1,768+31.3% | Added |
| Snowden Capital Advisors LLC | 7,448 | $542.0K | 0.02% | +1,618+27.8% | Added |
| New York State Teachers Retirement System | 7,640 | $556.0K | 0.00% | 00.0% | Unchanged |