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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.

Institutional holdersQ3 2022: 219 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ3 2022: $1.49B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2022.

Institutions holding LKFN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.10,288$748.0K0.00%−107−1.0%Reduced
UBS Group AG10,271$747.0K0.00%+9,924+2,859.9%Added
State of Tennessee, Treasury Department9,987$727.0K0.00%+457+4.8%Added
Susquehanna International Group, LLP9,744$709.0K0.00%+5,421+125.4%Added
Jane Street Group, LLC9,645$702.0K0.00%+1,626+20.3%Added
Voya Investment Management LLC9,632$701.3K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The9,502$691.8K0.00%−189−2.0%Reduced
Price T Rowe Associates Inc9,342$681.0K0.00%−7,810−45.5%Reduced
Intercontinental Wealth Advisors, LLC9,252$674.0K0.21%+186+2.1%Added
Versor Investments LP9,200$670.0K0.04%+9,200New
Raymond James & Associates9,125$664.0K0.00%+5,933+185.9%Added
Barclays PLC8,670$632.0K0.00%−3,858−30.8%Reduced
Keybank National Association8,556$623.0K0.00%−349−3.9%Reduced
Ensign Peak Advisors, Inc8,400$612.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund8,354$608.0K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA8,219$598.4K0.00%−7,026−46.1%Reduced
Summit Global Investments8,200$597.0K0.06%+8,200New
State Board of Administration of Florida Retirement System8,102$590.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky7,658$557.0K0.01%+7,658New
New York State Teachers Retirement System7,640$556.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC7,448$542.0K0.02%+1,618+27.8%Added
Tower Research Capital LLC (TRC)7,408$539.0K0.01%+1,768+31.3%Added
Bedel Financial Consulting, Inc.6,450$524.0K0.14%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7,041$512.0K0.04%+891+14.5%Added
MEMBERS Trust Co7,000$510.0K0.02%+7,000New
Cubist Systematic Strategies, LLC6,950$506.0K0.00%−67,916−90.7%Reduced
Arizona State Retirement System6,888$502.0K0.01%+20+0.3%Added
Bokf, NA6,897$502.0K0.01%+523+8.2%Added
HRT Financial LP6,868$500.0K0.01%−15,775−69.7%Reduced
Rafferty Asset Management, LLC6,726$490.0K0.01%−2,384−26.2%Reduced
AE Wealth Management LLC6,654$484.0K0.00%+6,654New
FMR LLC6,572$479.0K0.00%+5,313+422.0%Added
Winton Group Ltd6,540$476.0K0.03%−325−4.7%Reduced
Wellington Management Group LLP6,506$474.0K0.00%+2,202+51.2%Added
Alpha DNA Investment Management LLC6,515$474.0K0.41%+6,515New
SG Americas Securities, LLC6,465$471.0K0.01%+6,465New
Gsa Capital Partners LLP6,289$458.0K0.06%+6,289New
AQR Capital Management LLC6,068$442.0K0.00%+196+3.3%Added
Quantbot Technologies LP6,043$439.0K0.03%−5,091−45.7%Reduced
Hancock Whitney Corp5,660$412.0K0.02%−106−1.8%Reduced
AlphaCrest Capital Management LLC5,653$412.0K0.03%+5,653New
Sym Financial Corp5,178$377.0K0.18%00.0%Unchanged
Everence Capital Management Inc5,160$376.0K0.03%00.0%Unchanged
Mutual of America Capital Management LLC5,044$367.0K0.00%+787+18.5%Added
Handelsbanken Fonder AB5,030$366.0K0.00%00.0%Unchanged
Quadrature Capital Ltd4,859$354.0K0.01%+4,859New
Hennion & Walsh Asset Management, Inc.4,753$346.0K0.02%−150−3.1%Reduced
State of Wisconsin Investment Board4,723$344.0K0.00%−1,666−26.1%Reduced
Synovus Financial Corp4,628$344.0K0.00%00.0%Unchanged
Hightower 6M Holding, LLC4,729$344.0K0.03%+4,729New
Pathstone Family Office, LLC4,669$339.9K0.01%+26+0.6%Added
Public Employees Retirement Association of Colorado4,574$333.0K0.00%00.0%Unchanged
Bank of Montreal4,137$331.0K0.00%+277+7.2%Added
Personal Cfo Solutions, LLC3,889$283.0K0.07%−100−2.5%Reduced
Teacher Retirement System of Texas3,636$265.0K0.00%−265−6.8%Reduced
Commonwealth Equity Services, LLC3,589$261.0K0.00%+10.0%Added
Virtu Financial LLC3,581$261.0K0.02%+3,581New
Campbell & CO Investment Adviser LLC3,481$253.0K0.06%−777−18.2%Reduced
ProShare Advisors LLC3,395$246.0K0.00%−90−2.6%Reduced
Money Concepts Capital Corp3,231$235.0K0.01%+2,305+248.9%Added
Ergoteles LLC3,140$229.0K0.01%+3,140New
Zurcher Kantonalbank (Zurich Cantonalbank)2,856$208.0K0.00%00.0%Unchanged
MML Investors Services, LLC2,826$206.0K0.00%+2,826New
Harbour Investments, Inc.2,529$168.0K0.01%00.0%Unchanged
Clean Yield Group2,250$164.0K0.08%00.0%Unchanged
KBC Group NV2,072$151.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,841$134.0K0.01%00.0%Unchanged
US Bancorp1,761$129.0K0.00%−82−4.4%Reduced
Metropolitan Life Insurance Co1,498$109.1K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC861$62.0K0.00%+298+52.9%Added
State of Wyoming767$56.0K0.03%−23−2.9%Reduced
Proequities, Inc.657$48.0K0.00%−266−28.8%Reduced
First Horizon Advisors, Inc.648$47.0K0.00%−871−57.3%Reduced
Nisa Investment Advisors, LLC444$37.0K0.00%−40−8.3%Reduced
Plante Moran Financial Advisors, LLC463$34.0K0.01%+2+0.4%Added
Public Employees Retirement System of Ohio431$31.0K0.00%+139+47.6%Added
Tower View Investment Management & Research LLC404$29.0K0.02%+2+0.5%Added
Creative Financial Designs Inc392$29.0K0.00%00.0%Unchanged
Macquarie Group Ltd0$28.0K0.00%−67,476−100.0%Reduced
Harding Loevner LP370$27.0K0.00%−52−12.3%Reduced
Point72 Hong Kong Ltd359$26.0K0.00%−1,802−83.4%Reduced
Pinebridge Investments, L.P.317$23.0K0.00%00.0%Unchanged
Financial Enhancement Group LLC315$23.0K0.01%00.0%Unchanged
Fifth Third Bancorp306$22.0K0.00%00.0%Unchanged
Crewe Advisors LLC289$21.0K0.00%00.0%Unchanged
Bessemer Group Inc213$16.0K0.00%+48+29.1%Added
Quadrant Capital Group LLC200$15.0K0.00%+127+174.0%Added
Sutton Wealth Advisors Inc.181$13.2K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.161$12.0K0.00%+17+11.8%Added
TD Private Client Wealth LLC152$11.1K0.00%00.0%Unchanged
Huntington National Bank154$11.0K0.00%00.0%Unchanged
Macroview Investment Management LLC126$9.00K0.02%+126New
Hantz Financial Services, Inc.106$8.00K0.00%−41−27.9%Reduced
Key Financial Inc107$8.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC92$7.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.97$7.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.94$6.00K0.00%−31−24.8%Reduced
TCI Wealth Advisors, Inc.76$6.00K0.00%+1+1.3%Added
IFP Advisors, Inc138$5.00K0.00%+2+1.5%Added
Institutional & Family Asset Management, LLC75$5.00K0.00%+24+47.1%Added