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, Q1 2023
Institutional positions in Lakeland Financial Corp as of Mar 31, 2023. 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
- 215
- −12 vs. Q4 2022
- Shares held
- 20.5M
- +178.6K (+0.9%) vs. Q4 2022
- Total value
- $1.29B
- −$199.1M (−13.4%) vs. Q4 2022
- New holders
- 12
- 87 more added
- Sold out
- 24
- 84 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,801,594 | $238.1M | 0.01% | +106,093+2.9% | Added |
| Vanguard Group Inc | 1,847,413 | $115.7M | 0.00% | +1,484+0.1% | Added |
| Neuberger Berman Group LLC | 1,404,018 | $87.9M | 0.08% | −24,268−1.7% | Reduced |
| State Street Corp | 1,111,265 | $69.6M | 0.00% | +61,312+5.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,105,434 | $69.2M | 0.20% | −13,331−1.2% | Reduced |
| Victory Capital Management Inc | 913,522 | $57.2M | 0.06% | −28,614−3.0% | Reduced |
| Dimensional Fund Advisors LP | 772,753 | $48.4M | 0.02% | +10,045+1.3% | Added |
| Copeland Capital Management, LLC | 547,464 | $34.3M | 0.81% | −12,418−2.2% | Reduced |
| Silvercrest Asset Management Group LLC | 501,440 | $31.4M | 0.24% | −15,600−3.0% | Reduced |
| Geode Capital Management, LLC | 489,530 | $30.7M | 0.00% | +21,703+4.6% | Added |
| Ameriprise Financial Inc | 485,114 | $30.4M | 0.01% | +121,335+33.4% | Added |
| Goldman Sachs Group Inc | 458,520 | $28.7M | 0.01% | −50,355−9.9% | Reduced |
| Northern Trust Corp | 446,511 | $28.0M | 0.01% | −1,488−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 439,657 | $27.5M | 0.16% | +185,718+73.1% | Added |
| Loomis Sayles & Co L P | 356,661 | $22.3M | 0.04% | −187,048−34.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 325,204 | $20.4M | 1.90% | −9,470−2.8% | Reduced |
| Boston Trust Walden Corp | 306,233 | $19.2M | 0.17% | +8,592+2.9% | Added |
| Bank of New York Mellon Corp | 269,620 | $16.9M | 0.00% | −1,466−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 231,362 | $14.5M | 0.00% | +5,383+2.4% | Added |
| Morgan Stanley | 192,625 | $12.1M | 0.00% | +18,782+10.8% | Added |
| Natixis Advisors, L.P. | 178,941 | $11.2M | 0.04% | −48,363−21.3% | Reduced |
| Segall Bryant & Hamill, LLC | 172,105 | $10.8M | 0.12% | −35,184−17.0% | Reduced |
| Monarch Capital Management Inc | 167,713 | $10.5M | 3.22% | −2,252−1.3% | Reduced |
| Timucuan Asset Management Inc | 166,511 | $10.4M | 0.44% | +12,365+8.0% | Added |
| Wells Fargo & Company | 165,794 | $10.4M | 0.00% | +4,296+2.7% | Added |
| Principal Financial Group Inc | 152,933 | $9.58M | 0.01% | −3,215−2.1% | Reduced |
| Millennium Management LLC | 145,865 | $9.14M | 0.01% | −36,451−20.0% | Reduced |
| Invesco Ltd. | 143,823 | $9.01M | 0.00% | −23,599−14.1% | Reduced |
| Envestnet Asset Management Inc | 129,734 | $8.13M | 0.00% | −659−0.5% | Reduced |
| JPMorgan Chase & Co | 109,946 | $6.89M | 0.00% | +11,174+11.3% | Added |
| Ziegler Capital Management, LLC | 106,337 | $6.66M | 0.26% | +21,134+24.8% | Added |
| Sym Financial Corp | 93,260 | $5.84M | 1.29% | +88,206+1,745.3% | Added |
| American Century Companies Inc | 91,148 | $5.67M | 0.00% | −2,841−3.0% | Reduced |
| Rhumbline Advisers | 85,978 | $5.39M | 0.01% | +6,421+8.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $5.30M | 5.95% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 80,259 | $5.03M | 0.00% | +11,296+16.4% | Added |
| Cetera Investment Advisers | 79,883 | $5.00M | 0.04% | +4,601+6.1% | Added |
| First Trust Advisors LP | 70,101 | $4.39M | 0.01% | −23,290−24.9% | Reduced |
| Stifel Financial Corp | 64,353 | $4.03M | 0.01% | −4,604−6.7% | Reduced |
| BKD Wealth Advisors, LLC | 63,532 | $3.98M | 0.13% | +214+0.3% | Added |
| Legal & General Group Plc | 63,428 | $3.97M | 0.00% | −175−0.3% | Reduced |
| Bank of America Corp | 57,174 | $3.58M | 0.00% | +16,259+39.7% | Added |
| Swiss National Bank | 54,750 | $3.43M | 0.00% | −6,400−10.5% | Reduced |
| Kennedy Capital Management, Inc. | 54,013 | $3.38M | 0.10% | +54,013 | New |
| 1st Source Bank | 53,654 | $3.36M | 0.22% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 52,749 | $3.30M | 0.01% | +48,996+1,305.5% | Added |
| Aptus Capital Advisors, LLC | 52,054 | $3.26M | 0.09% | +6,100+13.3% | Added |
| ExodusPoint Capital Management, LP | 51,967 | $3.25M | 0.04% | +12,270+30.9% | Added |
| Renaissance Technologies LLC | 50,356 | $3.15M | 0.00% | +31,705+170.0% | Added |
| Voloridge Investment Management, LLC | 46,482 | $2.91M | 0.01% | +10,562+29.4% | Added |
| Public Sector Pension Investment Board | 44,583 | $2.79M | 0.02% | −1,536−3.3% | Reduced |
| Mutual of America Capital Management LLC | 43,185 | $2.71M | 0.03% | +37,872+712.8% | Added |
| Algert Global LLC | 40,896 | $2.56M | 0.12% | +6,308+18.2% | Added |
| LPL Financial LLC | 40,249 | $2.52M | 0.00% | +368+0.9% | Added |
| New York State Common Retirement Fund | 37,059 | $2.32M | 0.00% | −5,400−12.7% | Reduced |
| Prudential Financial Inc | 29,585 | $1.99M | 0.00% | −1,177−3.8% | Reduced |
| PDT Partners, LLC | 31,635 | $1.98M | 0.27% | +7,870+33.1% | Added |
| Alliancebernstein L.P. | 31,470 | $1.97M | 0.00% | −3,742−10.6% | Reduced |
| California State Teachers Retirement System | 31,401 | $1.97M | 0.00% | −456−1.4% | Reduced |
| Two Sigma Investments, LP | 28,869 | $1.81M | 0.01% | +12,512+76.5% | Added |
| Royal Bank of Canada | 27,476 | $1.72M | 0.00% | −1,162−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 27,221 | $1.71M | 0.00% | −2,968−9.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,840 | $1.68M | 0.01% | −290−1.1% | Reduced |
| Thrivent Financial for Lutherans | 25,121 | $1.57M | 0.00% | −4,482−15.1% | Reduced |
| Great West Life Assurance Co | 24,479 | $1.53M | 0.00% | −1,353−5.2% | Reduced |
| Truist Financial Corp | 22,931 | $1.44M | 0.00% | +1,583+7.4% | Added |
| Texas Permanent School Fund | 22,733 | $1.42M | 0.01% | +5,690+33.4% | Added |
| Citadel Advisors LLC | 22,110 | $1.38M | 0.00% | −65,895−74.9% | Reduced |
| Credit Suisse AG | 21,940 | $1.37M | 0.00% | +966+4.6% | Added |
| Barclays PLC | 21,654 | $1.36M | 0.00% | +5,437+33.5% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.35M | 0.00% | +2,663+14.1% | Added |
| SEI Investments Co | 21,224 | $1.33M | 0.00% | +3,954+22.9% | Added |
| FourThought Financial Partners, LLC | 20,950 | $1.31M | 0.18% | −14,430−40.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 20,400 | $1.28M | 0.01% | +20,400 | New |
| Exchange Traded Concepts, LLC | 20,097 | $1.26M | 0.03% | +1,984+11.0% | Added |
| Bridge City Capital, LLC | 19,793 | $1.24M | 0.62% | −72−0.4% | Reduced |
| CWM, LLC | 19,320 | $1.21M | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 18,956 | $1.19M | 0.03% | +18,956 | New |
| UBS Group AG | 18,218 | $1.14M | 0.00% | +11,310+163.7% | Added |
| Deutsche Bank AG | 18,071 | $1.13M | 0.00% | +4,781+36.0% | Added |
| Russell Investments Group, Ltd. | 18,048 | $1.13M | 0.00% | −2,029−10.1% | Reduced |
| HighTower Advisors, LLC | 17,680 | $1.12M | 0.00% | +508+3.0% | Added |
| Los Angeles Capital Management LLC | 17,730 | $1.11M | 0.00% | −1,896−9.7% | Reduced |
| Allianz Asset Management GmbH | 17,600 | $1.10M | 0.00% | +17,600 | New |
| Uncommon Cents Investing LLC | 17,570 | $1.10M | 0.40% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,358 | $1.09M | 0.01% | −294−1.7% | Reduced |
| FMR LLC | 16,909 | $1.06M | 0.00% | +10,534+165.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 16,859 | $1.06M | 0.56% | −3,162−15.8% | Reduced |
| Alpha DNA Investment Management LLC | 16,169 | $1.01M | 0.52% | +2,075+14.7% | Added |
| Advisor Group Holdings, Inc. | 15,929 | $987.5K | 0.00% | +345+2.2% | Added |
| BNP Paribas Arbitrage, SA | 15,627 | $978.9K | 0.00% | +8,228+111.2% | Added |
| Susquehanna International Group, LLP | 15,622 | $978.6K | 0.00% | +7,629+95.4% | Added |
| HRT Financial LP | 14,635 | $916.0K | 0.01% | +5,454+59.4% | Added |
| Davenport & Co LLC | 14,591 | $914.0K | 0.01% | −325−2.2% | Reduced |
| Aviva PLC | 14,367 | $899.9K | 0.00% | +1,043+7.8% | Added |
| Yousif Capital Management, LLC | 14,310 | $896.4K | 0.01% | −1,815−11.3% | Reduced |
| Janus Henderson Group PLC | 14,106 | $882.2K | 0.00% | +8,974+174.9% | Added |
| Cubist Systematic Strategies, LLC | 13,987 | $876.1K | 0.01% | −18,631−57.1% | Reduced |
| American International Group, Inc. | 13,450 | $842.5K | 0.01% | +55+0.4% | Added |
| Raymond James & Associates | 13,431 | $841.3K | 0.00% | +4,425+49.1% | Added |