Lakeland Financial Corp

LKFN

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000721994

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding Lakeland Financial Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of LKFN: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	219	4	229	+14
Shares	20.4M	66.1K	20.4M	+43.2K (+0.2%)
Value	$1.49B	$4.81M	$1.49B	+$6.26M (+0.4%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Lakeland Financial Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to LKFN in Q4 2022
Institution	Shares	Value	% of portfolio
Healthcare of Ontario Pension Plan Trust Fund	40,000	$2.92M	0.01%
FourThought Financial Partners, LLC	35,380	$2.58M	0.37%
PDT Partners, LLC	23,765	$1.73M	0.28%
Renaissance Technologies LLC	18,651	$1.36M	0.00%
KFG Wealth Management, LLC	13,083	$954.7K	0.98%
Maryland State Retirement & Pension System	10,481	$764.8K	0.02%
Pathway Financial Advisers, LLC	9,712	$708.7K	0.29%
North Star Investment Management Corp.	9,076	$662.3K	0.06%
Marshall Wace, LLP	7,765	$566.6K	0.00%
Mach-1 Financial Group, Inc.	7,092	$517.5K	0.24%
Legato Capital Management LLC	7,031	$513.1K	0.10%
Janus Henderson Group PLC	5,132	$374.4K	0.00%
SYSTM Wealth Solutions LLC	4,209	$307.1K	0.04%
Cetera Advisor Networks LLC	4,015	$293.0K	0.00%
Assenagon Asset Management S.A.	3,753	$274.0K	0.00%
Y-Intercept (Hong Kong) Ltd	2,881	$210.2K	0.03%
Pictet Asset Management SA	2,863	$209.0K	0.00%
Advisory Services Network, LLC	706	$51.5K	0.00%
Point72 Middle East FZE	626	$45.7K	0.00%
Coppell Advisory Solutions LLC	584	$42.6K	0.02%
Coppell Advisory Solutions Corp.	584	$42.6K	0.02%
Comerica Securities,inc.	580	$42.3K	0.00%
GWM Advisors LLC	188	$11.2K	0.00%
Northwestern Mutual Wealth Management Co	121	$8.83K	0.00%
Cornerstone Planning Group LLC	85	$6.25K	0.00%
RFP Financial Group LLC	15	$1.09K	0.00%
Point72 Asset Management, L.P.	14	$1.02K	0.00%
Jones Financial Companies LLLP	10	$1.00K	0.00%
Silicon Valley Capital Partners	0	$20	0.00%

Sold out (15)

Institutions that held Lakeland Financial Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of LKFN in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
MEMBERS Trust Co	7,000	$510.0K
AlphaCrest Capital Management LLC	5,653	$412.0K
Quadrature Capital Ltd	4,859	$354.0K
Virtu Financial LLC	3,581	$261.0K
Campbell & CO Investment Adviser LLC	3,481	$253.0K
Macquarie Group Ltd	0	$28.0K
Harding Loevner LP	370	$27.0K
Point72 Hong Kong Ltd	359	$26.0K
Financial Enhancement Group LLC	315	$23.0K
Washington Trust Advisors, Inc.	97	$7.00K
Meeder Asset Management Inc	57	$4.00K
Center for Financial Planning, Inc.	40	$3.00K
RWM Asset Management, LLC	37	$3.00K
Zions Bancorporation, N.A.	11	$1.00K
Global Retirement Partners, LLC	5	$0

Not filed for Q4 2022 yet (4)

Institutions that held Lakeland Financial Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LKFN in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
FourThought Financial, LLC	47,480	$3.46M
Walthausen & Co., LLC	13,875	$1.01M
Hightower 6M Holding, LLC	4,729	$344.0K
Covington Capital Management	34	$2.00K