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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 130,393 | $9.51M | 0.00% | −1,827−1.4% | Reduced |
| Timucuan Asset Management Inc | 154,146 | $11.2M | 0.49% | −7,000−4.3% | Reduced |
| Principal Financial Group Inc | 156,148 | $11.4M | 0.01% | −12,373−7.3% | Reduced |
| Wells Fargo & Company | 161,498 | $11.8M | 0.00% | −8,865−5.2% | Reduced |
| Invesco Ltd. | 167,422 | $12.2M | 0.00% | −1,913−1.1% | Reduced |
| Monarch Capital Management Inc | 169,965 | $12.4M | 3.80% | −6,884−3.9% | Reduced |
| Morgan Stanley | 173,843 | $12.7M | 0.00% | +814+0.5% | Added |
| Millennium Management LLC | 182,316 | $13.3M | 0.01% | +136,145+294.9% | Added |
| Segall Bryant & Hamill, LLC | 207,289 | $15.1M | 0.17% | −37,608−15.4% | Reduced |
| Charles Schwab Investment Management Inc | 225,979 | $16.5M | 0.01% | +13,530+6.4% | Added |
| Natixis Advisors, L.P. | 227,304 | $16.6M | 0.06% | −5,244−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 253,939 | $18.5M | 0.12% | +12,442+5.2% | Added |
| Bank of New York Mellon Corp | 271,086 | $19.8M | 0.00% | −8,477−3.0% | Reduced |
| Boston Trust Walden Corp | 297,641 | $21.7M | 0.19% | −86,006−22.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 334,674 | $24.4M | 2.27% | +8,232+2.5% | Added |
| Ameriprise Financial Inc | 363,779 | $26.5M | 0.01% | −130,047−26.3% | Reduced |
| Northern Trust Corp | 447,999 | $32.7M | 0.01% | +5,993+1.4% | Added |
| Geode Capital Management, LLC | 467,827 | $34.1M | 0.00% | +17,612+3.9% | Added |
| Goldman Sachs Group Inc | 508,875 | $37.1M | 0.01% | −19,041−3.6% | Reduced |
| Silvercrest Asset Management Group LLC | 517,040 | $37.7M | 0.29% | −18,345−3.4% | Reduced |
| Loomis Sayles & Co L P | 543,709 | $39.7M | 0.08% | −13,004−2.3% | Reduced |
| Copeland Capital Management, LLC | 559,882 | $40.9M | 1.08% | +39,395+7.6% | Added |
| Dimensional Fund Advisors LP | 762,708 | $55.7M | 0.02% | −2,892−0.4% | Reduced |
| Victory Capital Management Inc | 942,136 | $68.7M | 0.08% | +5,666+0.6% | Added |
| State Street Corp | 1,049,953 | $76.6M | 0.00% | −56,111−5.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,118,765 | $81.6M | 0.25% | −74,954−6.3% | Reduced |
| Neuberger Berman Group LLC | 1,428,286 | $104.2M | 0.10% | −15,478−1.1% | Reduced |
| Vanguard Group Inc | 1,845,929 | $134.7M | 0.00% | +7,688+0.4% | Added |
| BlackRock Inc. | 3,695,501 | $269.7M | 0.01% | −38,701−1.0% | Reduced |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,653−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |