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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 11,381 | $713.0K | 0.01% | −714−5.9% | Reduced |
| First Republic Investment Management, Inc. | 11,393 | $713.7K | 0.00% | +288+2.6% | Added |
| Versor Investments LP | 11,416 | $715.1K | 0.09% | +5,203+83.7% | Added |
| Security Financial Services, INC. | 11,472 | $718.6K | 0.22% | −2,215−16.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,767 | $737.1K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,800 | $739.2K | 0.02% | −200−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 12,000 | $751.7K | 0.00% | +1,350+12.7% | Added |
| Two Sigma Advisers, LP | 12,000 | $751.7K | 0.00% | +3,500+41.2% | Added |
| Balyasny Asset Management LLC | 12,109 | $758.5K | 0.00% | +2,438+25.2% | Added |
| KFG Wealth Management, LLC | 13,083 | $765.2K | 0.53% | 00.0% | Unchanged |
| Ergoteles LLC | 12,291 | $769.9K | 0.03% | +8,282+206.6% | Added |
| MetLife Investment Management | 13,025 | $815.9K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 13,252 | $830.1K | 0.01% | +7,936+149.3% | Added |
| Citigroup Inc | 13,359 | $836.8K | 0.00% | −2,630−16.4% | Reduced |
| Column Capital Advisors, LLC | 13,394 | $839.0K | 0.13% | +583+4.6% | Added |
| Raymond James & Associates | 13,431 | $841.3K | 0.00% | +4,425+49.1% | Added |
| American International Group, Inc. | 13,450 | $842.5K | 0.01% | +55+0.4% | Added |
| Cubist Systematic Strategies, LLC | 13,987 | $876.1K | 0.01% | −18,631−57.1% | Reduced |
| Janus Henderson Group PLC | 14,106 | $882.2K | 0.00% | +8,974+174.9% | Added |
| Yousif Capital Management, LLC | 14,310 | $896.4K | 0.01% | −1,815−11.3% | Reduced |
| Aviva PLC | 14,367 | $899.9K | 0.00% | +1,043+7.8% | Added |
| Davenport & Co LLC | 14,591 | $914.0K | 0.01% | −325−2.2% | Reduced |
| HRT Financial LP | 14,635 | $916.0K | 0.01% | +5,454+59.4% | Added |
| Susquehanna International Group, LLP | 15,622 | $978.6K | 0.00% | +7,629+95.4% | Added |
| BNP Paribas Arbitrage, SA | 15,627 | $978.9K | 0.00% | +8,228+111.2% | Added |
| Advisor Group Holdings, Inc. | 15,929 | $987.5K | 0.00% | +345+2.2% | Added |
| Alpha DNA Investment Management LLC | 16,169 | $1.01M | 0.52% | +2,075+14.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 16,859 | $1.06M | 0.56% | −3,162−15.8% | Reduced |
| FMR LLC | 16,909 | $1.06M | 0.00% | +10,534+165.2% | Added |
| State of Alaska, Department of Revenue | 17,358 | $1.09M | 0.01% | −294−1.7% | Reduced |
| Uncommon Cents Investing LLC | 17,570 | $1.10M | 0.40% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 17,600 | $1.10M | 0.00% | +17,600 | New |
| Los Angeles Capital Management LLC | 17,730 | $1.11M | 0.00% | −1,896−9.7% | Reduced |
| HighTower Advisors, LLC | 17,680 | $1.12M | 0.00% | +508+3.0% | Added |
| Russell Investments Group, Ltd. | 18,048 | $1.13M | 0.00% | −2,029−10.1% | Reduced |
| Deutsche Bank AG | 18,071 | $1.13M | 0.00% | +4,781+36.0% | Added |
| UBS Group AG | 18,218 | $1.14M | 0.00% | +11,310+163.7% | Added |
| Quadrature Capital Ltd | 18,956 | $1.19M | 0.03% | +18,956 | New |
| CWM, LLC | 19,320 | $1.21M | 0.01% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 19,793 | $1.24M | 0.62% | −72−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 20,097 | $1.26M | 0.03% | +1,984+11.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,400 | $1.28M | 0.01% | +20,400 | New |
| FourThought Financial Partners, LLC | 20,950 | $1.31M | 0.18% | −14,430−40.8% | Reduced |
| SEI Investments Co | 21,224 | $1.33M | 0.00% | +3,954+22.9% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.35M | 0.00% | +2,663+14.1% | Added |
| Barclays PLC | 21,654 | $1.36M | 0.00% | +5,437+33.5% | Added |
| Credit Suisse AG | 21,940 | $1.37M | 0.00% | +966+4.6% | Added |
| Citadel Advisors LLC | 22,110 | $1.38M | 0.00% | −65,895−74.9% | Reduced |
| Texas Permanent School Fund | 22,733 | $1.42M | 0.01% | +5,690+33.4% | Added |
| Truist Financial Corp | 22,931 | $1.44M | 0.00% | +1,583+7.4% | Added |
| Great West Life Assurance Co | 24,479 | $1.53M | 0.00% | −1,353−5.2% | Reduced |
| Thrivent Financial for Lutherans | 25,121 | $1.57M | 0.00% | −4,482−15.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,840 | $1.68M | 0.01% | −290−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 27,221 | $1.71M | 0.00% | −2,968−9.8% | Reduced |
| Royal Bank of Canada | 27,476 | $1.72M | 0.00% | −1,162−4.1% | Reduced |
| Two Sigma Investments, LP | 28,869 | $1.81M | 0.01% | +12,512+76.5% | Added |
| California State Teachers Retirement System | 31,401 | $1.97M | 0.00% | −456−1.4% | Reduced |
| Alliancebernstein L.P. | 31,470 | $1.97M | 0.00% | −3,742−10.6% | Reduced |
| PDT Partners, LLC | 31,635 | $1.98M | 0.27% | +7,870+33.1% | Added |
| Prudential Financial Inc | 29,585 | $1.99M | 0.00% | −1,177−3.8% | Reduced |
| New York State Common Retirement Fund | 37,059 | $2.32M | 0.00% | −5,400−12.7% | Reduced |
| LPL Financial LLC | 40,249 | $2.52M | 0.00% | +368+0.9% | Added |
| Algert Global LLC | 40,896 | $2.56M | 0.12% | +6,308+18.2% | Added |
| Mutual of America Capital Management LLC | 43,185 | $2.71M | 0.03% | +37,872+712.8% | Added |
| Public Sector Pension Investment Board | 44,583 | $2.79M | 0.02% | −1,536−3.3% | Reduced |
| Voloridge Investment Management, LLC | 46,482 | $2.91M | 0.01% | +10,562+29.4% | Added |
| Renaissance Technologies LLC | 50,356 | $3.15M | 0.00% | +31,705+170.0% | Added |
| ExodusPoint Capital Management, LP | 51,967 | $3.25M | 0.04% | +12,270+30.9% | Added |
| Aptus Capital Advisors, LLC | 52,054 | $3.26M | 0.09% | +6,100+13.3% | Added |
| Assenagon Asset Management S.A. | 52,749 | $3.30M | 0.01% | +48,996+1,305.5% | Added |
| 1st Source Bank | 53,654 | $3.36M | 0.22% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 54,013 | $3.38M | 0.10% | +54,013 | New |
| Swiss National Bank | 54,750 | $3.43M | 0.00% | −6,400−10.5% | Reduced |
| Bank of America Corp | 57,174 | $3.58M | 0.00% | +16,259+39.7% | Added |
| Legal & General Group Plc | 63,428 | $3.97M | 0.00% | −175−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 63,532 | $3.98M | 0.13% | +214+0.3% | Added |
| Stifel Financial Corp | 64,353 | $4.03M | 0.01% | −4,604−6.7% | Reduced |
| First Trust Advisors LP | 70,101 | $4.39M | 0.01% | −23,290−24.9% | Reduced |
| Cetera Investment Advisers | 79,883 | $5.00M | 0.04% | +4,601+6.1% | Added |
| Nuveen Asset Management, LLC | 80,259 | $5.03M | 0.00% | +11,296+16.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 84,594 | $5.30M | 5.95% | 00.0% | Unchanged |
| Rhumbline Advisers | 85,978 | $5.39M | 0.01% | +6,421+8.1% | Added |
| American Century Companies Inc | 91,148 | $5.67M | 0.00% | −2,841−3.0% | Reduced |
| Sym Financial Corp | 93,260 | $5.84M | 1.29% | +88,206+1,745.3% | Added |
| Ziegler Capital Management, LLC | 106,337 | $6.66M | 0.26% | +21,134+24.8% | Added |
| JPMorgan Chase & Co | 109,946 | $6.89M | 0.00% | +11,174+11.3% | Added |
| Envestnet Asset Management Inc | 129,734 | $8.13M | 0.00% | −659−0.5% | Reduced |
| Invesco Ltd. | 143,823 | $9.01M | 0.00% | −23,599−14.1% | Reduced |
| Millennium Management LLC | 145,865 | $9.14M | 0.01% | −36,451−20.0% | Reduced |
| Principal Financial Group Inc | 152,933 | $9.58M | 0.01% | −3,215−2.1% | Reduced |
| Wells Fargo & Company | 165,794 | $10.4M | 0.00% | +4,296+2.7% | Added |
| Timucuan Asset Management Inc | 166,511 | $10.4M | 0.44% | +12,365+8.0% | Added |
| Monarch Capital Management Inc | 167,713 | $10.5M | 3.22% | −2,252−1.3% | Reduced |
| Segall Bryant & Hamill, LLC | 172,105 | $10.8M | 0.12% | −35,184−17.0% | Reduced |
| Natixis Advisors, L.P. | 178,941 | $11.2M | 0.04% | −48,363−21.3% | Reduced |
| Morgan Stanley | 192,625 | $12.1M | 0.00% | +18,782+10.8% | Added |
| Charles Schwab Investment Management Inc | 231,362 | $14.5M | 0.00% | +5,383+2.4% | Added |
| Bank of New York Mellon Corp | 269,620 | $16.9M | 0.00% | −1,466−0.5% | Reduced |
| Boston Trust Walden Corp | 306,233 | $19.2M | 0.17% | +8,592+2.9% | Added |
| Neumeier Poma Investment Counsel LLC | 325,204 | $20.4M | 1.90% | −9,470−2.8% | Reduced |