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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 0 | $17 | 0.00% | 0 | Unchanged |
| SJS Investment Consulting Inc. | 1 | $63 | 0.00% | −4−80.0% | Reduced |
| Global Retirement Partners, LLC | 2 | $95 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 3 | $188 | 0.00% | +1+50.0% | Added |
| Schubert & Co | 8 | $502 | 0.00% | −2−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $502 | 0.00% | +1+14.3% | Added |
| RFP Financial Group LLC | 15 | $940 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $940 | 0.00% | +15 | New |
| Toronto Dominion Bank | 12 | $1.00K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $1.19K | 0.00% | −169−89.9% | Reduced |
| EverSource Wealth Advisors, LLC | 26 | $1.63K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 38 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $2.63K | 0.00% | +42 | New |
| Bessemer Group Inc | 59 | $4.00K | 0.00% | −322−84.5% | Reduced |
| GHP Investment Advisors, Inc. | 73 | $4.57K | 0.00% | +73 | New |
| Institutional & Family Asset Management, LLC | 75 | $4.70K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $4.76K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $5.14K | 0.00% | −1−1.2% | Reduced |
| Acima Private Wealth, LLC | 85 | $5.32K | 0.00% | +85 | New |
| Carolinas Wealth Consulting LLC | 92 | $5.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 107 | $6.70K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $7.08K | 0.00% | +13+13.0% | Added |
| SRS Capital Advisors, Inc. | 150 | $9.40K | 0.00% | −1−0.7% | Reduced |
| Macroview Investment Management LLC | 168 | $10.5K | 0.02% | +30+21.7% | Added |
| Public Employees Retirement System of Ohio | 183 | $11.0K | 0.00% | +9+5.2% | Added |
| Quadrant Capital Group LLC | 266 | $16.7K | 0.00% | +178+202.3% | Added |
| Ronald Blue Trust, Inc. | 233 | $17.0K | 0.00% | +59+33.9% | Added |
| Crewe Advisors LLC | 289 | $18.1K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 317 | $19.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 382 | $23.9K | 0.00% | +230+151.3% | Added |
| Creative Financial Designs Inc | 392 | $24.6K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 409 | $26.0K | 0.02% | +3+0.7% | Added |
| Nisa Investment Advisors, LLC | 434 | $27.0K | 0.00% | −10−2.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 468 | $29.3K | 0.00% | +3+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 521 | $32.6K | 0.00% | −567−52.1% | Reduced |
| First Horizon Advisors, Inc. | 559 | $35.0K | 0.00% | −111−16.6% | Reduced |
| Proequities, Inc. | 608 | $38.1K | 0.00% | −14−2.3% | Reduced |
| Point72 Asset Management, L.P. | 665 | $41.7K | 0.00% | +651+4,650.0% | Added |
| Advisory Services Network, LLC | 669 | $41.9K | 0.00% | −37−5.2% | Reduced |
| State of Wyoming | 855 | $53.6K | 0.02% | +105+14.0% | Added |
| Clean Yield Group | 1,250 | $78.3K | 0.03% | −1,000−44.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,334 | $84.0K | 0.00% | +1,327+18,957.1% | Added |
| Metropolitan Life Insurance Co | 1,362 | $85.3K | 0.00% | −136−9.1% | Reduced |
| Covestor Ltd | 1,485 | $93.0K | 0.08% | +186+14.3% | Added |
| US Bancorp | 1,684 | $105.5K | 0.00% | −100−5.6% | Reduced |
| Quantbot Technologies LP | 1,900 | $119.0K | 0.01% | −1,993−51.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,964 | $123.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,979 | $124.0K | 0.00% | −3,099−61.0% | Reduced |
| KBC Group NV | 2,072 | $130.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,529 | $158.4K | 0.01% | 00.0% | Unchanged |
| Amundi | 3,512 | $210.7K | 0.00% | +3,512 | New |
| Pathstone Family Office, LLC | 3,419 | $214.2K | 0.00% | −135−3.8% | Reduced |
| ProShare Advisors LLC | 3,581 | $224.3K | 0.00% | −316−8.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,668 | $229.8K | 0.00% | +65+1.8% | Added |
| AQR Capital Management LLC | 3,732 | $233.8K | 0.00% | −3,023−44.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,800 | $238.1K | 0.05% | −310−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 3,840 | $240.0K | 0.00% | +95+2.5% | Added |
| Synovus Financial Corp | 3,844 | $240.8K | 0.00% | −2,689−41.2% | Reduced |
| Money Concepts Capital Corp | 3,935 | $246.5K | 0.01% | −73−1.8% | Reduced |
| Cetera Advisor Networks LLC | 3,969 | $248.6K | 0.00% | −46−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 4,209 | $263.7K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,563 | $284.0K | 0.00% | −64,053−93.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,584 | $287.0K | 0.02% | −94−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,574 | $287.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,666 | $292.3K | 0.00% | +4,512+2,929.9% | Added |
| Hancock Whitney Corp | 4,928 | $309.0K | 0.01% | −709−12.6% | Reduced |
| Bank of Montreal | 4,930 | $310.6K | 0.00% | +987+25.0% | Added |
| Handelsbanken Fonder AB | 5,030 | $315.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,160 | $323.0K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,192 | $325.2K | 0.00% | +2,032+64.3% | Added |
| Qube Research & Technologies Ltd | 5,400 | $338.3K | 0.00% | −42,044−88.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,406 | $338.6K | 0.00% | −10,576−66.2% | Reduced |
| XTX Topco Ltd | 6,211 | $389.1K | 0.08% | +6,211 | New |
| Bedel Financial Consulting, Inc. | 6,450 | $404.0K | 0.10% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,031 | $440.4K | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,041 | $441.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,105 | $445.1K | 0.02% | −910−11.4% | Reduced |
| Arizona State Retirement System | 7,345 | $460.1K | 0.00% | +192+2.7% | Added |
| New York State Teachers Retirement System | 7,440 | $466.0K | 0.00% | −200−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,658 | $480.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,715 | $483.3K | 0.04% | −1,361−15.0% | Reduced |
| Keybank National Association | 7,860 | $492.4K | 0.00% | −655−7.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,113 | $508.2K | 0.01% | −320−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 8,146 | $510.3K | 0.00% | +44+0.5% | Added |
| Squarepoint Ops LLC | 8,333 | $522.0K | 0.00% | −13,973−62.6% | Reduced |
| State of Tennessee, Treasury Department | 8,614 | $539.6K | 0.00% | −1,373−13.7% | Reduced |
| AE Wealth Management LLC | 8,707 | $545.4K | 0.00% | +1,509+21.0% | Added |
| Intercontinental Wealth Advisors, LLC | 8,797 | $551.0K | 0.14% | −20−0.2% | Reduced |
| Winton Group Ltd | 9,447 | $591.8K | 0.04% | +880+10.3% | Added |
| Voya Investment Management LLC | 9,556 | $598.6K | 0.00% | −76−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 9,628 | $603.1K | 0.00% | +44+0.5% | Added |
| Pathway Financial Advisers, LLC | 9,714 | $608.5K | 0.24% | +20.0% | Added |
| Maryland State Retirement & Pension System | 10,208 | $639.4K | 0.01% | −273−2.6% | Reduced |
| Teacher Retirement System of Texas | 10,223 | $640.0K | 0.00% | +578+6.0% | Added |
| Cetera Advisors LLC | 10,418 | $652.6K | 0.01% | +62+0.6% | Added |
| Price T Rowe Associates Inc | 10,722 | $672.0K | 0.00% | +442+4.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,774 | $674.9K | 0.00% | +243+2.3% | Added |