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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 7,399 | $539.9K | 0.00% | −820−10.0% | Reduced |
| New York State Teachers Retirement System | 7,640 | $557.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,658 | $558.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,765 | $566.6K | 0.00% | +7,765 | New |
| Susquehanna International Group, LLP | 7,993 | $583.2K | 0.00% | −1,751−18.0% | Reduced |
| Snowden Capital Advisors LLC | 8,015 | $584.9K | 0.02% | +567+7.6% | Added |
| State Board of Administration of Florida Retirement System | 8,102 | $591.2K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 8,200 | $598.0K | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,433 | $615.4K | 0.01% | +79+0.9% | Added |
| Two Sigma Advisers, LP | 8,500 | $620.2K | 0.00% | −5,300−38.4% | Reduced |
| Keybank National Association | 8,515 | $621.3K | 0.00% | −41−0.5% | Reduced |
| Winton Group Ltd | 8,567 | $625.1K | 0.04% | +2,027+31.0% | Added |
| Intercontinental Wealth Advisors, LLC | 8,817 | $643.4K | 0.19% | −435−4.7% | Reduced |
| Raymond James & Associates | 9,006 | $657.2K | 0.00% | −119−1.3% | Reduced |
| North Star Investment Management Corp. | 9,076 | $662.3K | 0.06% | +9,076 | New |
| HRT Financial LP | 9,181 | $669.0K | 0.01% | +2,313+33.7% | Added |
| Manufacturers Life Insurance Company, The | 9,584 | $699.3K | 0.00% | +82+0.9% | Added |
| Voya Investment Management LLC | 9,632 | $702.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,645 | $704.0K | 0.01% | +6,009+165.3% | Added |
| Balyasny Asset Management LLC | 9,671 | $705.7K | 0.00% | −5,797−37.5% | Reduced |
| Pathway Financial Advisers, LLC | 9,712 | $708.7K | 0.29% | +9,712 | New |
| State of Tennessee, Treasury Department | 9,987 | $729.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,280 | $750.0K | 0.00% | +938+10.0% | Added |
| Cetera Advisors LLC | 10,356 | $755.7K | 0.01% | +56+0.5% | Added |
| Maryland State Retirement & Pension System | 10,481 | $764.8K | 0.02% | +10,481 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,531 | $768.4K | 0.00% | +210+2.0% | Added |
| Ensign Peak Advisors, Inc | 10,650 | $777.1K | 0.00% | +2,250+26.8% | Added |
| First Republic Investment Management, Inc. | 11,105 | $810.3K | 0.00% | −1,665−13.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,767 | $858.6K | 0.01% | −200−1.7% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $876.0K | 0.02% | −100−0.8% | Reduced |
| Amalgamated Bank | 12,095 | $883.0K | 0.01% | +30.0% | Added |
| Column Capital Advisors, LLC | 12,811 | $934.8K | 0.16% | +213+1.7% | Added |
| MetLife Investment Management | 13,025 | $950.4K | 0.01% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 13,083 | $954.7K | 0.98% | +13,083 | New |
| Deutsche Bank AG | 13,290 | $969.8K | 0.00% | +2,060+18.3% | Added |
| Aviva PLC | 13,324 | $972.3K | 0.00% | −7,599−36.3% | Reduced |
| American International Group, Inc. | 13,395 | $977.4K | 0.01% | −107−0.8% | Reduced |
| Security Financial Services, INC. | 13,687 | $998.7K | 0.31% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 14,094 | $1.03M | 0.55% | +7,579+116.3% | Added |
| Davenport & Co LLC | 14,916 | $1.09M | 0.01% | −47−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 15,584 | $1.14M | 0.00% | −566−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 15,982 | $1.17M | 0.00% | −1,839−10.3% | Reduced |
| Citigroup Inc | 15,989 | $1.17M | 0.00% | +1,582+11.0% | Added |
| Yousif Capital Management, LLC | 16,125 | $1.18M | 0.02% | −4,350−21.2% | Reduced |
| Barclays PLC | 16,217 | $1.18M | 0.00% | +7,547+87.0% | Added |
| Two Sigma Investments, LP | 16,357 | $1.19M | 0.00% | +1,644+11.2% | Added |
| Texas Permanent School Fund | 17,043 | $1.24M | 0.02% | −1,192−6.5% | Reduced |
| SEI Investments Co | 17,270 | $1.26M | 0.00% | −1,797−9.4% | Reduced |
| HighTower Advisors, LLC | 17,172 | $1.26M | 0.00% | +4,354+34.0% | Added |
| Uncommon Cents Investing LLC | 17,570 | $1.28M | 0.47% | −30−0.2% | Reduced |
| State of Alaska, Department of Revenue | 17,652 | $1.29M | 0.02% | +100+0.6% | Added |
| Exchange Traded Concepts, LLC | 18,113 | $1.32M | 0.04% | +550+3.1% | Added |
| Renaissance Technologies LLC | 18,651 | $1.36M | 0.00% | +18,651 | New |
| Comerica Bank | 17,826 | $1.37M | 0.01% | −4,238−19.2% | Reduced |
| UBS Asset Management Americas Inc | 18,929 | $1.38M | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19,320 | $1.41M | 0.01% | −287−1.5% | Reduced |
| Los Angeles Capital Management LLC | 19,626 | $1.43M | 0.01% | +3,280+20.1% | Added |
| Bridge City Capital, LLC | 19,865 | $1.45M | 0.74% | −141−0.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 20,021 | $1.46M | 0.84% | −3,162−13.6% | Reduced |
| Russell Investments Group, Ltd. | 20,077 | $1.47M | 0.00% | +9,789+95.1% | Added |
| Credit Suisse AG | 20,974 | $1.53M | 0.00% | −1,055−4.8% | Reduced |
| Truist Financial Corp | 21,348 | $1.56M | 0.00% | −1,028−4.6% | Reduced |
| Squarepoint Ops LLC | 22,306 | $1.63M | 0.01% | +155+0.7% | Added |
| PDT Partners, LLC | 23,765 | $1.73M | 0.28% | +23,765 | New |
| Great West Life Assurance Co | 25,832 | $1.89M | 0.00% | −3,849−13.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,130 | $1.98M | 0.02% | +4,031+17.5% | Added |
| Royal Bank of Canada | 28,638 | $2.09M | 0.00% | +4,272+17.5% | Added |
| Thrivent Financial for Lutherans | 29,603 | $2.16M | 0.01% | +3,396+13.0% | Added |
| D. E. Shaw & Co., Inc. | 30,189 | $2.20M | 0.00% | +817+2.8% | Added |
| Prudential Financial Inc | 30,762 | $2.24M | 0.00% | −120−0.4% | Reduced |
| California State Teachers Retirement System | 31,857 | $2.32M | 0.00% | +355+1.1% | Added |
| Cubist Systematic Strategies, LLC | 32,618 | $2.38M | 0.02% | +25,668+369.3% | Added |
| Algert Global LLC | 34,588 | $2.52M | 0.14% | +24,130+230.7% | Added |
| Alliancebernstein L.P. | 35,212 | $2.57M | 0.00% | +1,022+3.0% | Added |
| FourThought Financial Partners, LLC | 35,380 | $2.58M | 0.37% | +35,380 | New |
| Voloridge Investment Management, LLC | 35,920 | $2.62M | 0.01% | +12,617+54.1% | Added |
| ExodusPoint Capital Management, LP | 39,697 | $2.90M | 0.04% | +5,403+15.8% | Added |
| LPL Financial LLC | 39,881 | $2.91M | 0.00% | −174−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $2.92M | 0.01% | +40,000 | New |
| Bank of America Corp | 40,915 | $2.99M | 0.00% | +6,812+20.0% | Added |
| New York State Common Retirement Fund | 42,459 | $3.10M | 0.00% | +700+1.7% | Added |
| Tudor Investment Corp Et Al | 44,866 | $3.27M | 0.08% | −7,028−13.5% | Reduced |
| Aptus Capital Advisors, LLC | 45,954 | $3.35M | 0.11% | +4,898+11.9% | Added |
| Public Sector Pension Investment Board | 46,119 | $3.37M | 0.03% | −352−0.8% | Reduced |
| Qube Research & Technologies Ltd | 47,444 | $3.46M | 0.02% | +29,841+169.5% | Added |
| 1st Source Bank | 53,654 | $3.92M | 0.26% | −100.0% | Reduced |
| Swiss National Bank | 61,150 | $4.46M | 0.00% | +1,000+1.7% | Added |
| BKD Wealth Advisors, LLC | 63,318 | $4.62M | 0.16% | −137−0.2% | Reduced |
| Legal & General Group Plc | 63,603 | $4.64M | 0.00% | +1,326+2.1% | Added |
| Stifel Financial Corp | 68,957 | $5.03M | 0.01% | +879+1.3% | Added |
| Nuveen Asset Management, LLC | 68,963 | $5.03M | 0.00% | −4,459−6.1% | Reduced |
| HSBC Holdings PLC | 68,616 | $5.04M | 0.01% | +46,257+206.9% | Added |
| Cetera Investment Advisers | 75,282 | $5.49M | 0.05% | +55+0.1% | Added |
| Rhumbline Advisers | 79,557 | $5.80M | 0.01% | +920+1.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $6.17M | 5.53% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 85,203 | $6.22M | 0.26% | −1,737−2.0% | Reduced |
| Citadel Advisors LLC | 88,005 | $6.42M | 0.01% | +23,043+35.5% | Added |
| First Trust Advisors LP | 93,391 | $6.81M | 0.01% | +15,819+20.4% | Added |
| American Century Companies Inc | 93,989 | $6.86M | 0.01% | −1,422−1.5% | Reduced |
| JPMorgan Chase & Co | 98,772 | $7.21M | 0.00% | +1,997+2.1% | Added |