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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 0 | $20 | 0.00% | 0 | New |
| Disciplined Investments, LLC | 2 | $146 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $365 | 0.00% | +4+400.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $511 | 0.00% | +1+16.7% | Added |
| Schubert & Co | 10 | $730 | 0.00% | −2−16.7% | Reduced |
| Parallel Advisors, LLC | 11 | $803 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $876 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7 | $1.00K | 0.00% | −7,401−99.9% | Reduced |
| Jones Financial Companies LLLP | 10 | $1.00K | 0.00% | +10 | New |
| Point72 Asset Management, L.P. | 14 | $1.02K | 0.00% | +14 | New |
| RFP Financial Group LLC | 15 | $1.09K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 18 | $1.31K | 0.00% | +2+12.5% | Added |
| EverSource Wealth Advisors, LLC | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 38 | $2.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 111 | $4.00K | 0.00% | −27−19.6% | Reduced |
| Institutional & Family Asset Management, LLC | 75 | $5.47K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $5.55K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 95 | $6.00K | 0.00% | +1+1.1% | Added |
| Fifth Third Bancorp | 83 | $6.06K | 0.00% | −223−72.9% | Reduced |
| Cornerstone Planning Group LLC | 85 | $6.25K | 0.00% | +85 | New |
| Quadrant Capital Group LLC | 88 | $6.42K | 0.00% | −112−56.0% | Reduced |
| Carolinas Wealth Consulting LLC | 92 | $6.71K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $7.30K | 0.00% | +60+150.0% | Added |
| Key Financial Inc | 107 | $7.79K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 106 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 121 | $8.83K | 0.00% | +121 | New |
| Macroview Investment Management LLC | 138 | $10.1K | 0.02% | +12+9.5% | Added |
| SRS Capital Advisors, Inc. | 151 | $11.0K | 0.00% | −10−6.2% | Reduced |
| TD Private Client Wealth LLC | 152 | $11.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $11.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 188 | $11.2K | 0.00% | +188 | New |
| Public Employees Retirement System of Ohio | 174 | $13.0K | 0.00% | −257−59.6% | Reduced |
| Ronald Blue Trust, Inc. | 174 | $13.0K | 0.00% | +125+255.1% | Added |
| Sutton Wealth Advisors Inc. | 181 | $13.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 289 | $21.1K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 317 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 381 | $28.0K | 0.00% | +168+78.9% | Added |
| Creative Financial Designs Inc | 392 | $28.6K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 406 | $30.0K | 0.02% | +2+0.5% | Added |
| Nisa Investment Advisors, LLC | 444 | $32.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 465 | $34.0K | 0.00% | +2+0.4% | Added |
| Comerica Securities,inc. | 580 | $42.3K | 0.00% | +580 | New |
| Coppell Advisory Solutions LLC | 584 | $42.6K | 0.02% | +584 | New |
| Coppell Advisory Solutions Corp. | 584 | $42.6K | 0.02% | +584 | New |
| Proequities, Inc. | 622 | $45.4K | 0.00% | −35−5.3% | Reduced |
| Point72 Middle East FZE | 626 | $45.7K | 0.00% | +626 | New |
| First Horizon Advisors, Inc. | 670 | $48.9K | 0.00% | +22+3.4% | Added |
| Advisory Services Network, LLC | 706 | $51.5K | 0.00% | +706 | New |
| State of Wyoming | 750 | $54.7K | 0.02% | −17−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,088 | $79.4K | 0.00% | +227+26.4% | Added |
| Covestor Ltd | 1,299 | $95.0K | 0.08% | +1,288+11,709.1% | Added |
| Metropolitan Life Insurance Co | 1,498 | $109.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,784 | $130.2K | 0.00% | +23+1.3% | Added |
| Ameritas Investment Partners, Inc. | 1,964 | $145.1K | 0.01% | +123+6.7% | Added |
| KBC Group NV | 2,072 | $151.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2,250 | $164.2K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,529 | $184.5K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,863 | $209.0K | 0.00% | +2,863 | New |
| Y-Intercept (Hong Kong) Ltd | 2,881 | $210.2K | 0.03% | +2,881 | New |
| MML Investors Services, LLC | 3,040 | $222.0K | 0.00% | +214+7.6% | Added |
| State of Wisconsin Investment Board | 3,160 | $230.6K | 0.00% | −1,563−33.1% | Reduced |
| Gsa Capital Partners LLP | 3,391 | $247.0K | 0.03% | −2,898−46.1% | Reduced |
| Pathstone Family Office, LLC | 3,554 | $259.3K | 0.01% | −1,115−23.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,603 | $262.9K | 0.00% | +747+26.2% | Added |
| Commonwealth Equity Services, LLC | 3,745 | $273.0K | 0.00% | +156+4.3% | Added |
| Assenagon Asset Management S.A. | 3,753 | $274.0K | 0.00% | +3,753 | New |
| Quantbot Technologies LP | 3,893 | $284.1K | 0.02% | −2,150−35.6% | Reduced |
| ProShare Advisors LLC | 3,897 | $284.4K | 0.00% | +502+14.8% | Added |
| Bank of Montreal | 3,943 | $291.3K | 0.00% | −194−4.7% | Reduced |
| Money Concepts Capital Corp | 4,008 | $292.5K | 0.01% | +777+24.0% | Added |
| Ergoteles LLC | 4,009 | $292.5K | 0.01% | +869+27.7% | Added |
| Cetera Advisor Networks LLC | 4,015 | $293.0K | 0.00% | +4,015 | New |
| Personal Cfo Solutions, LLC | 4,110 | $299.9K | 0.06% | +221+5.7% | Added |
| SYSTM Wealth Solutions LLC | 4,209 | $307.1K | 0.04% | +4,209 | New |
| Jane Street Group, LLC | 4,282 | $312.5K | 0.00% | −5,363−55.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,574 | $334.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,678 | $341.0K | 0.02% | −75−1.6% | Reduced |
| Handelsbanken Fonder AB | 5,030 | $367.0K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 5,054 | $368.8K | 0.09% | −124−2.4% | Reduced |
| SG Americas Securities, LLC | 5,078 | $371.0K | 0.01% | −1,387−21.5% | Reduced |
| Janus Henderson Group PLC | 5,132 | $374.4K | 0.00% | +5,132 | New |
| Everence Capital Management Inc | 5,160 | $377.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,313 | $387.7K | 0.00% | +269+5.3% | Added |
| Rafferty Asset Management, LLC | 5,316 | $387.9K | 0.00% | −1,410−21.0% | Reduced |
| Hancock Whitney Corp | 5,637 | $411.0K | 0.02% | −23−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 5,667 | $413.5K | 0.00% | −25,972−82.1% | Reduced |
| Versor Investments LP | 6,213 | $453.4K | 0.04% | −2,987−32.5% | Reduced |
| FMR LLC | 6,375 | $465.2K | 0.00% | −197−3.0% | Reduced |
| Bedel Financial Consulting, Inc. | 6,450 | $470.7K | 0.12% | 00.0% | Unchanged |
| Wellington Management Group LLP | 6,506 | $474.7K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,533 | $476.7K | 0.01% | +1,905+41.2% | Added |
| AQR Capital Management LLC | 6,755 | $492.9K | 0.00% | +687+11.3% | Added |
| Bokf, NA | 6,783 | $495.0K | 0.01% | −114−1.7% | Reduced |
| UBS Group AG | 6,908 | $504.1K | 0.00% | −3,363−32.7% | Reduced |
| Legato Capital Management LLC | 7,031 | $513.1K | 0.10% | +7,031 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,041 | $513.8K | 0.04% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 7,092 | $517.5K | 0.24% | +7,092 | New |
| Arizona State Retirement System | 7,153 | $522.0K | 0.01% | +265+3.8% | Added |
| AE Wealth Management LLC | 7,198 | $525.2K | 0.00% | +544+8.2% | Added |