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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 241,497 | $17.6M | 0.13% | +48,533+25.2% | Added |
| Segall Bryant & Hamill, LLC | 244,897 | $17.8M | 0.21% | +48,024+24.4% | Added |
| Bank of New York Mellon Corp | 279,563 | $20.4M | 0.00% | +5,266+1.9% | Added |
| Neumeier Poma Investment Counsel LLC | 326,442 | $23.8M | 2.35% | −61,525−15.9% | Reduced |
| Boston Trust Walden Corp | 383,647 | $27.9M | 0.28% | +11,168+3.0% | Added |
| Northern Trust Corp | 442,006 | $32.2M | 0.01% | +4,816+1.1% | Added |
| Geode Capital Management, LLC | 450,215 | $32.8M | 0.00% | +9,344+2.1% | Added |
| Ameriprise Financial Inc | 493,826 | $36.0M | 0.01% | −199,814−28.8% | Reduced |
| Copeland Capital Management, LLC | 520,487 | $37.9M | 1.25% | +7,714+1.5% | Added |
| Goldman Sachs Group Inc | 527,916 | $38.4M | 0.01% | −65,713−11.1% | Reduced |
| Silvercrest Asset Management Group LLC | 535,385 | $39.0M | 0.32% | −41,059−7.1% | Reduced |
| Loomis Sayles & Co L P | 556,713 | $40.5M | 0.08% | −6,714−1.2% | Reduced |
| Dimensional Fund Advisors LP | 765,600 | $55.7M | 0.02% | −6,370−0.8% | Reduced |
| Victory Capital Management Inc | 936,470 | $68.2M | 0.08% | +26,564+2.9% | Added |
| State Street Corp | 1,106,064 | $80.5M | 0.01% | −111,017−9.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,193,719 | $86.9M | 0.29% | +95,906+8.7% | Added |
| Neuberger Berman Group LLC | 1,443,764 | $105.1M | 0.11% | −8,950−0.6% | Reduced |
| Vanguard Group Inc | 1,838,241 | $133.8M | 0.00% | +35,326+2.0% | Added |
| BlackRock Inc. | 3,734,202 | $271.9M | 0.01% | +84,008+2.3% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −72,943−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −49,333−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −16,216−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,930−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −10,271−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,712−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,452−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,851−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |