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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 356,661 | $22.3M | 0.04% | −187,048−34.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 439,657 | $27.5M | 0.16% | +185,718+73.1% | Added |
| Northern Trust Corp | 446,511 | $28.0M | 0.01% | −1,488−0.3% | Reduced |
| Goldman Sachs Group Inc | 458,520 | $28.7M | 0.01% | −50,355−9.9% | Reduced |
| Ameriprise Financial Inc | 485,114 | $30.4M | 0.01% | +121,335+33.4% | Added |
| Geode Capital Management, LLC | 489,530 | $30.7M | 0.00% | +21,703+4.6% | Added |
| Silvercrest Asset Management Group LLC | 501,440 | $31.4M | 0.24% | −15,600−3.0% | Reduced |
| Copeland Capital Management, LLC | 547,464 | $34.3M | 0.81% | −12,418−2.2% | Reduced |
| Dimensional Fund Advisors LP | 772,753 | $48.4M | 0.02% | +10,045+1.3% | Added |
| Victory Capital Management Inc | 913,522 | $57.2M | 0.06% | −28,614−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,105,434 | $69.2M | 0.20% | −13,331−1.2% | Reduced |
| State Street Corp | 1,111,265 | $69.6M | 0.00% | +61,312+5.8% | Added |
| Neuberger Berman Group LLC | 1,404,018 | $87.9M | 0.08% | −24,268−1.7% | Reduced |
| Vanguard Group Inc | 1,847,413 | $115.7M | 0.00% | +1,484+0.1% | Added |
| BlackRock Inc. | 3,801,594 | $238.1M | 0.01% | +106,093+2.9% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −44,866−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −7,092−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −6,783−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,506−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −5,667−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |