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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 7,658 | $557.0K | 0.01% | +7,658 | New |
| State Board of Administration of Florida Retirement System | 8,102 | $590.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 8,200 | $597.0K | 0.06% | +8,200 | New |
| BNP Paribas Arbitrage, SA | 8,219 | $598.4K | 0.00% | −7,026−46.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,354 | $608.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,400 | $612.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 8,556 | $623.0K | 0.00% | −349−3.9% | Reduced |
| Barclays PLC | 8,670 | $632.0K | 0.00% | −3,858−30.8% | Reduced |
| Raymond James & Associates | 9,125 | $664.0K | 0.00% | +5,933+185.9% | Added |
| Versor Investments LP | 9,200 | $670.0K | 0.04% | +9,200 | New |
| Intercontinental Wealth Advisors, LLC | 9,252 | $674.0K | 0.21% | +186+2.1% | Added |
| Price T Rowe Associates Inc | 9,342 | $681.0K | 0.00% | −7,810−45.5% | Reduced |
| Manufacturers Life Insurance Company, The | 9,502 | $691.8K | 0.00% | −189−2.0% | Reduced |
| Voya Investment Management LLC | 9,632 | $701.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,645 | $702.0K | 0.00% | +1,626+20.3% | Added |
| Susquehanna International Group, LLP | 9,744 | $709.0K | 0.00% | +5,421+125.4% | Added |
| State of Tennessee, Treasury Department | 9,987 | $727.0K | 0.00% | +457+4.8% | Added |
| UBS Group AG | 10,271 | $747.0K | 0.00% | +9,924+2,859.9% | Added |
| Russell Investments Group, Ltd. | 10,288 | $748.0K | 0.00% | −107−1.0% | Reduced |
| Cetera Advisors LLC | 10,300 | $750.0K | 0.02% | +55+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,321 | $751.0K | 0.00% | +10,321 | New |
| Algert Global LLC | 10,458 | $761.0K | 0.05% | +2,261+27.6% | Added |
| Deutsche Bank AG | 11,230 | $818.0K | 0.00% | −3,046−21.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,967 | $871.0K | 0.01% | +11,967 | New |
| Amalgamated Bank | 12,092 | $880.0K | 0.01% | +102+0.9% | Added |
| Louisiana State Employees Retirement System | 12,100 | $881.0K | 0.03% | −200−1.6% | Reduced |
| Column Capital Advisors, LLC | 12,598 | $917.0K | 0.19% | +67+0.5% | Added |
| First Republic Investment Management, Inc. | 12,770 | $930.0K | 0.00% | +4,412+52.8% | Added |
| HighTower Advisors, LLC | 12,818 | $933.0K | 0.00% | +5,263+69.7% | Added |
| MetLife Investment Management | 13,025 | $948.4K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 13,502 | $983.0K | 0.01% | +146+1.1% | Added |
| Security Financial Services, INC. | 13,687 | $997.0K | 0.34% | +1,630+13.5% | Added |
| Two Sigma Advisers, LP | 13,800 | $1.00M | 0.00% | −12,500−47.5% | Reduced |
| Walthausen & Co., LLC | 13,875 | $1.01M | 0.84% | −8,210−37.2% | Reduced |
| Citigroup Inc | 14,407 | $1.05M | 0.00% | +965+7.2% | Added |
| Two Sigma Investments, LP | 14,713 | $1.07M | 0.00% | −56,112−79.2% | Reduced |
| Davenport & Co LLC | 14,963 | $1.09M | 0.01% | +5,949+66.0% | Added |
| Balyasny Asset Management LLC | 15,468 | $1.13M | 0.00% | +8,179+112.2% | Added |
| Advisor Group Holdings, Inc. | 16,150 | $1.18M | 0.00% | +928+6.1% | Added |
| Los Angeles Capital Management LLC | 16,346 | $1.19M | 0.01% | +7,710+89.3% | Added |
| State of Alaska, Department of Revenue | 17,552 | $1.28M | 0.02% | −1,618−8.4% | Reduced |
| Exchange Traded Concepts, LLC | 17,563 | $1.28M | 0.04% | +17,563 | New |
| Uncommon Cents Investing LLC | 17,600 | $1.28M | 0.54% | −664−3.6% | Reduced |
| Qube Research & Technologies Ltd | 17,603 | $1.28M | 0.01% | +11,028+167.7% | Added |
| The PNC Financial Services Group, Inc. | 17,821 | $1.30M | 0.00% | −833−4.5% | Reduced |
| Texas Permanent School Fund | 18,235 | $1.33M | 0.02% | −85−0.5% | Reduced |
| UBS Asset Management Americas Inc | 18,929 | $1.38M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 19,067 | $1.39M | 0.00% | +707+3.9% | Added |
| CWM, LLC | 19,607 | $1.43M | 0.01% | −771−3.8% | Reduced |
| Bridge City Capital, LLC | 20,006 | $1.46M | 0.80% | +665+3.4% | Added |
| Yousif Capital Management, LLC | 20,475 | $1.49M | 0.02% | −348−1.7% | Reduced |
| Aviva PLC | 20,923 | $1.52M | 0.01% | −7,755−27.0% | Reduced |
| Credit Suisse AG | 22,029 | $1.60M | 0.00% | +296+1.4% | Added |
| Squarepoint Ops LLC | 22,151 | $1.61M | 0.01% | +2,533+12.9% | Added |
| Truist Financial Corp | 22,376 | $1.63M | 0.00% | +8,402+60.1% | Added |
| HSBC Holdings PLC | 22,359 | $1.66M | 0.00% | +22,359 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,099 | $1.68M | 0.02% | −60.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 23,183 | $1.69M | 1.54% | −1,972−7.8% | Reduced |
| Comerica Bank | 22,064 | $1.69M | 0.01% | −2,616−10.6% | Reduced |
| Voloridge Investment Management, LLC | 23,303 | $1.70M | 0.01% | −6,237−21.1% | Reduced |
| Royal Bank of Canada | 24,366 | $1.77M | 0.00% | +4,444+22.3% | Added |
| Thrivent Financial for Lutherans | 26,207 | $1.91M | 0.01% | +1,305+5.2% | Added |
| D. E. Shaw & Co., Inc. | 29,372 | $2.14M | 0.00% | −9,986−25.4% | Reduced |
| Great West Life Assurance Co | 29,681 | $2.16M | 0.01% | +4,951+20.0% | Added |
| Prudential Financial Inc | 30,882 | $2.29M | 0.00% | +809+2.7% | Added |
| California State Teachers Retirement System | 31,502 | $2.29M | 0.00% | −593−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 31,639 | $2.30M | 0.01% | +31,639 | New |
| Bank of America Corp | 34,103 | $2.48M | 0.00% | −19,858−36.8% | Reduced |
| Alliancebernstein L.P. | 34,190 | $2.49M | 0.00% | +35+0.1% | Added |
| ExodusPoint Capital Management, LP | 34,294 | $2.50M | 0.03% | −17,187−33.4% | Reduced |
| LPL Financial LLC | 40,055 | $2.92M | 0.00% | +3,642+10.0% | Added |
| Aptus Capital Advisors, LLC | 41,056 | $2.99M | 0.10% | +2,370+6.1% | Added |
| New York State Common Retirement Fund | 41,759 | $3.04M | 0.00% | −60.0% | Reduced |
| Millennium Management LLC | 46,171 | $3.36M | 0.00% | +24,293+111.0% | Added |
| Public Sector Pension Investment Board | 46,471 | $3.38M | 0.03% | −448−1.0% | Reduced |
| FourThought Financial, LLC | 47,480 | $3.46M | 0.51% | −15,400−24.5% | Reduced |
| Tudor Investment Corp Et Al | 51,894 | $3.78M | 0.09% | +17,267+49.9% | Added |
| 1st Source Bank | 53,664 | $3.91M | 0.28% | 00.0% | Unchanged |
| Swiss National Bank | 60,150 | $4.38M | 0.00% | +300+0.5% | Added |
| Legal & General Group Plc | 62,277 | $4.53M | 0.00% | +485+0.8% | Added |
| BKD Wealth Advisors, LLC | 63,455 | $4.62M | 0.19% | +175+0.3% | Added |
| Citadel Advisors LLC | 64,962 | $4.73M | 0.01% | −28,378−30.4% | Reduced |
| Stifel Financial Corp | 68,078 | $4.96M | 0.01% | +13,363+24.4% | Added |
| Nuveen Asset Management, LLC | 73,422 | $5.35M | 0.00% | −1,162−1.6% | Reduced |
| Cetera Investment Advisers | 75,227 | $5.48M | 0.11% | −10.0% | Reduced |
| First Trust Advisors LP | 77,572 | $5.65M | 0.01% | +7,221+10.3% | Added |
| Rhumbline Advisers | 78,637 | $5.73M | 0.01% | +5,666+7.8% | Added |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $6.16M | 5.74% | +84,594 | New |
| Ziegler Capital Management, LLC | 86,940 | $6.33M | 0.28% | −2,052−2.3% | Reduced |
| American Century Companies Inc | 95,411 | $6.95M | 0.01% | −7,735−7.5% | Reduced |
| JPMorgan Chase & Co | 96,775 | $7.05M | 0.00% | +3,118+3.3% | Added |
| Envestnet Asset Management Inc | 132,220 | $9.63M | 0.01% | +23,344+21.4% | Added |
| Timucuan Asset Management Inc | 161,146 | $11.7M | 0.56% | +650+0.4% | Added |
| Principal Financial Group Inc | 168,521 | $12.3M | 0.01% | −21,312−11.2% | Reduced |
| Invesco Ltd. | 169,335 | $12.3M | 0.00% | +12,811+8.2% | Added |
| Wells Fargo & Company | 170,363 | $12.4M | 0.00% | +49,640+41.1% | Added |
| Morgan Stanley | 173,029 | $12.6M | 0.00% | +8,022+4.9% | Added |
| Monarch Capital Management Inc | 176,849 | $12.9M | 4.20% | −5,901−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 212,449 | $15.5M | 0.01% | +15,415+7.8% | Added |
| Natixis Advisors, L.P. | 232,548 | $16.9M | 0.07% | +142,720+158.9% | Added |