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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 11,767 | $858.6K | 0.01% | −200−1.7% | Reduced |
| First Republic Investment Management, Inc. | 11,105 | $810.3K | 0.00% | −1,665−13.0% | Reduced |
| Ensign Peak Advisors, Inc | 10,650 | $777.1K | 0.00% | +2,250+26.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,531 | $768.4K | 0.00% | +210+2.0% | Added |
| Maryland State Retirement & Pension System | 10,481 | $764.8K | 0.02% | +10,481 | New |
| Cetera Advisors LLC | 10,356 | $755.7K | 0.01% | +56+0.5% | Added |
| Price T Rowe Associates Inc | 10,280 | $750.0K | 0.00% | +938+10.0% | Added |
| State of Tennessee, Treasury Department | 9,987 | $729.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 9,712 | $708.7K | 0.29% | +9,712 | New |
| Balyasny Asset Management LLC | 9,671 | $705.7K | 0.00% | −5,797−37.5% | Reduced |
| Teacher Retirement System of Texas | 9,645 | $704.0K | 0.01% | +6,009+165.3% | Added |
| Voya Investment Management LLC | 9,632 | $702.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,584 | $699.3K | 0.00% | +82+0.9% | Added |
| HRT Financial LP | 9,181 | $669.0K | 0.01% | +2,313+33.7% | Added |
| North Star Investment Management Corp. | 9,076 | $662.3K | 0.06% | +9,076 | New |
| Raymond James & Associates | 9,006 | $657.2K | 0.00% | −119−1.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 8,817 | $643.4K | 0.19% | −435−4.7% | Reduced |
| Winton Group Ltd | 8,567 | $625.1K | 0.04% | +2,027+31.0% | Added |
| Keybank National Association | 8,515 | $621.3K | 0.00% | −41−0.5% | Reduced |
| Two Sigma Advisers, LP | 8,500 | $620.2K | 0.00% | −5,300−38.4% | Reduced |
| Oregon Public Employees Retirement Fund | 8,433 | $615.4K | 0.01% | +79+0.9% | Added |
| Summit Global Investments | 8,200 | $598.0K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,102 | $591.2K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,015 | $584.9K | 0.02% | +567+7.6% | Added |
| Susquehanna International Group, LLP | 7,993 | $583.2K | 0.00% | −1,751−18.0% | Reduced |
| Marshall Wace, LLP | 7,765 | $566.6K | 0.00% | +7,765 | New |
| Teachers Retirement System of the State of Kentucky | 7,658 | $558.0K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,640 | $557.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,399 | $539.9K | 0.00% | −820−10.0% | Reduced |
| AE Wealth Management LLC | 7,198 | $525.2K | 0.00% | +544+8.2% | Added |
| Arizona State Retirement System | 7,153 | $522.0K | 0.01% | +265+3.8% | Added |
| Mach-1 Financial Group, Inc. | 7,092 | $517.5K | 0.24% | +7,092 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,041 | $513.8K | 0.04% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,031 | $513.1K | 0.10% | +7,031 | New |
| UBS Group AG | 6,908 | $504.1K | 0.00% | −3,363−32.7% | Reduced |
| Bokf, NA | 6,783 | $495.0K | 0.01% | −114−1.7% | Reduced |
| AQR Capital Management LLC | 6,755 | $492.9K | 0.00% | +687+11.3% | Added |
| Synovus Financial Corp | 6,533 | $476.7K | 0.01% | +1,905+41.2% | Added |
| Wellington Management Group LLP | 6,506 | $474.7K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $470.7K | 0.12% | 00.0% | Unchanged |
| FMR LLC | 6,375 | $465.2K | 0.00% | −197−3.0% | Reduced |
| Versor Investments LP | 6,213 | $453.4K | 0.04% | −2,987−32.5% | Reduced |
| State of New Jersey Common Pension Fund D | 5,667 | $413.5K | 0.00% | −25,972−82.1% | Reduced |
| Hancock Whitney Corp | 5,637 | $411.0K | 0.02% | −23−0.4% | Reduced |
| Rafferty Asset Management, LLC | 5,316 | $387.9K | 0.00% | −1,410−21.0% | Reduced |
| Mutual of America Capital Management LLC | 5,313 | $387.7K | 0.00% | +269+5.3% | Added |
| Everence Capital Management Inc | 5,160 | $377.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,132 | $374.4K | 0.00% | +5,132 | New |
| SG Americas Securities, LLC | 5,078 | $371.0K | 0.01% | −1,387−21.5% | Reduced |
| Sym Financial Corp | 5,054 | $368.8K | 0.09% | −124−2.4% | Reduced |
| Handelsbanken Fonder AB | 5,030 | $367.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,678 | $341.0K | 0.02% | −75−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,574 | $334.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,282 | $312.5K | 0.00% | −5,363−55.6% | Reduced |
| SYSTM Wealth Solutions LLC | 4,209 | $307.1K | 0.04% | +4,209 | New |
| Personal Cfo Solutions, LLC | 4,110 | $299.9K | 0.06% | +221+5.7% | Added |
| Cetera Advisor Networks LLC | 4,015 | $293.0K | 0.00% | +4,015 | New |
| Ergoteles LLC | 4,009 | $292.5K | 0.01% | +869+27.7% | Added |
| Money Concepts Capital Corp | 4,008 | $292.5K | 0.01% | +777+24.0% | Added |
| Bank of Montreal | 3,943 | $291.3K | 0.00% | −194−4.7% | Reduced |
| ProShare Advisors LLC | 3,897 | $284.4K | 0.00% | +502+14.8% | Added |
| Quantbot Technologies LP | 3,893 | $284.1K | 0.02% | −2,150−35.6% | Reduced |
| Assenagon Asset Management S.A. | 3,753 | $274.0K | 0.00% | +3,753 | New |
| Commonwealth Equity Services, LLC | 3,745 | $273.0K | 0.00% | +156+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,603 | $262.9K | 0.00% | +747+26.2% | Added |
| Pathstone Family Office, LLC | 3,554 | $259.3K | 0.01% | −1,115−23.9% | Reduced |
| Gsa Capital Partners LLP | 3,391 | $247.0K | 0.03% | −2,898−46.1% | Reduced |
| State of Wisconsin Investment Board | 3,160 | $230.6K | 0.00% | −1,563−33.1% | Reduced |
| MML Investors Services, LLC | 3,040 | $222.0K | 0.00% | +214+7.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,881 | $210.2K | 0.03% | +2,881 | New |
| Pictet Asset Management SA | 2,863 | $209.0K | 0.00% | +2,863 | New |
| Harbour Investments, Inc. | 2,529 | $184.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 2,250 | $164.2K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 2,072 | $151.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,964 | $145.1K | 0.01% | +123+6.7% | Added |
| US Bancorp | 1,784 | $130.2K | 0.00% | +23+1.3% | Added |
| Metropolitan Life Insurance Co | 1,498 | $109.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,299 | $95.0K | 0.08% | +1,288+11,709.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,088 | $79.4K | 0.00% | +227+26.4% | Added |
| State of Wyoming | 750 | $54.7K | 0.02% | −17−2.2% | Reduced |
| Advisory Services Network, LLC | 706 | $51.5K | 0.00% | +706 | New |
| First Horizon Advisors, Inc. | 670 | $48.9K | 0.00% | +22+3.4% | Added |
| Point72 Middle East FZE | 626 | $45.7K | 0.00% | +626 | New |
| Proequities, Inc. | 622 | $45.4K | 0.00% | −35−5.3% | Reduced |
| Coppell Advisory Solutions LLC | 584 | $42.6K | 0.02% | +584 | New |
| Coppell Advisory Solutions Corp. | 584 | $42.6K | 0.02% | +584 | New |
| Comerica Securities,inc. | 580 | $42.3K | 0.00% | +580 | New |
| Plante Moran Financial Advisors, LLC | 465 | $34.0K | 0.00% | +2+0.4% | Added |
| Nisa Investment Advisors, LLC | 444 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 406 | $30.0K | 0.02% | +2+0.5% | Added |
| Creative Financial Designs Inc | 392 | $28.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 381 | $28.0K | 0.00% | +168+78.9% | Added |
| Pinebridge Investments, L.P. | 317 | $23.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 289 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 181 | $13.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 188 | $11.2K | 0.00% | +188 | New |
| Huntington National Bank | 154 | $11.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 152 | $11.1K | 0.00% | 00.0% | Unchanged |