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, Q4 2022
Institutional positions in Lakeland Financial Corp as of Dec 31, 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
- 229
- +14 vs. Q3 2022
- Shares held
- 20.4M
- +43.2K (+0.2%) vs. Q3 2022
- Total value
- $1.49B
- +$6.26M (+0.4%) vs. Q3 2022
- New holders
- 29
- 83 more added
- Sold out
- 15
- 79 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,695,501 | $269.7M | 0.01% | −38,701−1.0% | Reduced |
| Vanguard Group Inc | 1,845,929 | $134.7M | 0.00% | +7,688+0.4% | Added |
| Neuberger Berman Group LLC | 1,428,286 | $104.2M | 0.10% | −15,478−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,118,765 | $81.6M | 0.25% | −74,954−6.3% | Reduced |
| State Street Corp | 1,049,953 | $76.6M | 0.00% | −56,111−5.1% | Reduced |
| Victory Capital Management Inc | 942,136 | $68.7M | 0.08% | +5,666+0.6% | Added |
| Dimensional Fund Advisors LP | 762,708 | $55.7M | 0.02% | −2,892−0.4% | Reduced |
| Copeland Capital Management, LLC | 559,882 | $40.9M | 1.08% | +39,395+7.6% | Added |
| Loomis Sayles & Co L P | 543,709 | $39.7M | 0.08% | −13,004−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 517,040 | $37.7M | 0.29% | −18,345−3.4% | Reduced |
| Goldman Sachs Group Inc | 508,875 | $37.1M | 0.01% | −19,041−3.6% | Reduced |
| Geode Capital Management, LLC | 467,827 | $34.1M | 0.00% | +17,612+3.9% | Added |
| Northern Trust Corp | 447,999 | $32.7M | 0.01% | +5,993+1.4% | Added |
| Ameriprise Financial Inc | 363,779 | $26.5M | 0.01% | −130,047−26.3% | Reduced |
| Neumeier Poma Investment Counsel LLC | 334,674 | $24.4M | 2.27% | +8,232+2.5% | Added |
| Boston Trust Walden Corp | 297,641 | $21.7M | 0.19% | −86,006−22.4% | Reduced |
| Bank of New York Mellon Corp | 271,086 | $19.8M | 0.00% | −8,477−3.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 253,939 | $18.5M | 0.12% | +12,442+5.2% | Added |
| Natixis Advisors, L.P. | 227,304 | $16.6M | 0.06% | −5,244−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 225,979 | $16.5M | 0.01% | +13,530+6.4% | Added |
| Segall Bryant & Hamill, LLC | 207,289 | $15.1M | 0.17% | −37,608−15.4% | Reduced |
| Millennium Management LLC | 182,316 | $13.3M | 0.01% | +136,145+294.9% | Added |
| Morgan Stanley | 173,843 | $12.7M | 0.00% | +814+0.5% | Added |
| Monarch Capital Management Inc | 169,965 | $12.4M | 3.80% | −6,884−3.9% | Reduced |
| Invesco Ltd. | 167,422 | $12.2M | 0.00% | −1,913−1.1% | Reduced |
| Wells Fargo & Company | 161,498 | $11.8M | 0.00% | −8,865−5.2% | Reduced |
| Principal Financial Group Inc | 156,148 | $11.4M | 0.01% | −12,373−7.3% | Reduced |
| Timucuan Asset Management Inc | 154,146 | $11.2M | 0.49% | −7,000−4.3% | Reduced |
| Envestnet Asset Management Inc | 130,393 | $9.51M | 0.00% | −1,827−1.4% | Reduced |
| JPMorgan Chase & Co | 98,772 | $7.21M | 0.00% | +1,997+2.1% | Added |
| American Century Companies Inc | 93,989 | $6.86M | 0.01% | −1,422−1.5% | Reduced |
| First Trust Advisors LP | 93,391 | $6.81M | 0.01% | +15,819+20.4% | Added |
| Citadel Advisors LLC | 88,005 | $6.42M | 0.01% | +23,043+35.5% | Added |
| Ziegler Capital Management, LLC | 85,203 | $6.22M | 0.26% | −1,737−2.0% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $6.17M | 5.53% | 00.0% | Unchanged |
| Rhumbline Advisers | 79,557 | $5.80M | 0.01% | +920+1.2% | Added |
| Cetera Investment Advisers | 75,282 | $5.49M | 0.05% | +55+0.1% | Added |
| HSBC Holdings PLC | 68,616 | $5.04M | 0.01% | +46,257+206.9% | Added |
| Nuveen Asset Management, LLC | 68,963 | $5.03M | 0.00% | −4,459−6.1% | Reduced |
| Stifel Financial Corp | 68,957 | $5.03M | 0.01% | +879+1.3% | Added |
| Legal & General Group Plc | 63,603 | $4.64M | 0.00% | +1,326+2.1% | Added |
| BKD Wealth Advisors, LLC | 63,318 | $4.62M | 0.16% | −137−0.2% | Reduced |
| Swiss National Bank | 61,150 | $4.46M | 0.00% | +1,000+1.7% | Added |
| 1st Source Bank | 53,654 | $3.92M | 0.26% | −100.0% | Reduced |
| Qube Research & Technologies Ltd | 47,444 | $3.46M | 0.02% | +29,841+169.5% | Added |
| Public Sector Pension Investment Board | 46,119 | $3.37M | 0.03% | −352−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 45,954 | $3.35M | 0.11% | +4,898+11.9% | Added |
| Tudor Investment Corp Et Al | 44,866 | $3.27M | 0.08% | −7,028−13.5% | Reduced |
| New York State Common Retirement Fund | 42,459 | $3.10M | 0.00% | +700+1.7% | Added |
| Bank of America Corp | 40,915 | $2.99M | 0.00% | +6,812+20.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $2.92M | 0.01% | +40,000 | New |
| LPL Financial LLC | 39,881 | $2.91M | 0.00% | −174−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 39,697 | $2.90M | 0.04% | +5,403+15.8% | Added |
| Voloridge Investment Management, LLC | 35,920 | $2.62M | 0.01% | +12,617+54.1% | Added |
| FourThought Financial Partners, LLC | 35,380 | $2.58M | 0.37% | +35,380 | New |
| Alliancebernstein L.P. | 35,212 | $2.57M | 0.00% | +1,022+3.0% | Added |
| Algert Global LLC | 34,588 | $2.52M | 0.14% | +24,130+230.7% | Added |
| Cubist Systematic Strategies, LLC | 32,618 | $2.38M | 0.02% | +25,668+369.3% | Added |
| California State Teachers Retirement System | 31,857 | $2.32M | 0.00% | +355+1.1% | Added |
| Prudential Financial Inc | 30,762 | $2.24M | 0.00% | −120−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 30,189 | $2.20M | 0.00% | +817+2.8% | Added |
| Thrivent Financial for Lutherans | 29,603 | $2.16M | 0.01% | +3,396+13.0% | Added |
| Royal Bank of Canada | 28,638 | $2.09M | 0.00% | +4,272+17.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,130 | $1.98M | 0.02% | +4,031+17.5% | Added |
| Great West Life Assurance Co | 25,832 | $1.89M | 0.00% | −3,849−13.0% | Reduced |
| PDT Partners, LLC | 23,765 | $1.73M | 0.28% | +23,765 | New |
| Squarepoint Ops LLC | 22,306 | $1.63M | 0.01% | +155+0.7% | Added |
| Truist Financial Corp | 21,348 | $1.56M | 0.00% | −1,028−4.6% | Reduced |
| Credit Suisse AG | 20,974 | $1.53M | 0.00% | −1,055−4.8% | Reduced |
| Russell Investments Group, Ltd. | 20,077 | $1.47M | 0.00% | +9,789+95.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 20,021 | $1.46M | 0.84% | −3,162−13.6% | Reduced |
| Bridge City Capital, LLC | 19,865 | $1.45M | 0.74% | −141−0.7% | Reduced |
| Los Angeles Capital Management LLC | 19,626 | $1.43M | 0.01% | +3,280+20.1% | Added |
| CWM, LLC | 19,320 | $1.41M | 0.01% | −287−1.5% | Reduced |
| UBS Asset Management Americas Inc | 18,929 | $1.38M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 17,826 | $1.37M | 0.01% | −4,238−19.2% | Reduced |
| Renaissance Technologies LLC | 18,651 | $1.36M | 0.00% | +18,651 | New |
| Exchange Traded Concepts, LLC | 18,113 | $1.32M | 0.04% | +550+3.1% | Added |
| State of Alaska, Department of Revenue | 17,652 | $1.29M | 0.02% | +100+0.6% | Added |
| Uncommon Cents Investing LLC | 17,570 | $1.28M | 0.47% | −30−0.2% | Reduced |
| HighTower Advisors, LLC | 17,172 | $1.26M | 0.00% | +4,354+34.0% | Added |
| SEI Investments Co | 17,270 | $1.26M | 0.00% | −1,797−9.4% | Reduced |
| Texas Permanent School Fund | 17,043 | $1.24M | 0.02% | −1,192−6.5% | Reduced |
| Two Sigma Investments, LP | 16,357 | $1.19M | 0.00% | +1,644+11.2% | Added |
| Barclays PLC | 16,217 | $1.18M | 0.00% | +7,547+87.0% | Added |
| Yousif Capital Management, LLC | 16,125 | $1.18M | 0.02% | −4,350−21.2% | Reduced |
| Citigroup Inc | 15,989 | $1.17M | 0.00% | +1,582+11.0% | Added |
| The PNC Financial Services Group, Inc. | 15,982 | $1.17M | 0.00% | −1,839−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 15,584 | $1.14M | 0.00% | −566−3.5% | Reduced |
| Davenport & Co LLC | 14,916 | $1.09M | 0.01% | −47−0.3% | Reduced |
| Alpha DNA Investment Management LLC | 14,094 | $1.03M | 0.55% | +7,579+116.3% | Added |
| Security Financial Services, INC. | 13,687 | $998.7K | 0.31% | 00.0% | Unchanged |
| American International Group, Inc. | 13,395 | $977.4K | 0.01% | −107−0.8% | Reduced |
| Aviva PLC | 13,324 | $972.3K | 0.00% | −7,599−36.3% | Reduced |
| Deutsche Bank AG | 13,290 | $969.8K | 0.00% | +2,060+18.3% | Added |
| KFG Wealth Management, LLC | 13,083 | $954.7K | 0.98% | +13,083 | New |
| MetLife Investment Management | 13,025 | $950.4K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 12,811 | $934.8K | 0.16% | +213+1.7% | Added |
| Amalgamated Bank | 12,095 | $883.0K | 0.01% | +30.0% | Added |
| Louisiana State Employees Retirement System | 12,000 | $876.0K | 0.02% | −100−0.8% | Reduced |