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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 13,394 | $839.0K | 0.13% | +583+4.6% | Added |
| Citigroup Inc | 13,359 | $836.8K | 0.00% | −2,630−16.4% | Reduced |
| Rafferty Asset Management, LLC | 13,252 | $830.1K | 0.01% | +7,936+149.3% | Added |
| MetLife Investment Management | 13,025 | $815.9K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 12,291 | $769.9K | 0.03% | +8,282+206.6% | Added |
| KFG Wealth Management, LLC | 13,083 | $765.2K | 0.53% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,109 | $758.5K | 0.00% | +2,438+25.2% | Added |
| 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 |
| Louisiana State Employees Retirement System | 11,800 | $739.2K | 0.02% | −200−1.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,767 | $737.1K | 0.02% | 00.0% | Unchanged |
| Security Financial Services, INC. | 11,472 | $718.6K | 0.22% | −2,215−16.2% | Reduced |
| Versor Investments LP | 11,416 | $715.1K | 0.09% | +5,203+83.7% | Added |
| First Republic Investment Management, Inc. | 11,393 | $713.7K | 0.00% | +288+2.6% | Added |
| Amalgamated Bank | 11,381 | $713.0K | 0.01% | −714−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,774 | $674.9K | 0.00% | +243+2.3% | Added |
| Price T Rowe Associates Inc | 10,722 | $672.0K | 0.00% | +442+4.3% | Added |
| Cetera Advisors LLC | 10,418 | $652.6K | 0.01% | +62+0.6% | Added |
| Teacher Retirement System of Texas | 10,223 | $640.0K | 0.00% | +578+6.0% | Added |
| Maryland State Retirement & Pension System | 10,208 | $639.4K | 0.01% | −273−2.6% | Reduced |
| Pathway Financial Advisers, LLC | 9,714 | $608.5K | 0.24% | +20.0% | Added |
| Manufacturers Life Insurance Company, The | 9,628 | $603.1K | 0.00% | +44+0.5% | Added |
| Voya Investment Management LLC | 9,556 | $598.6K | 0.00% | −76−0.8% | Reduced |
| Winton Group Ltd | 9,447 | $591.8K | 0.04% | +880+10.3% | Added |
| Intercontinental Wealth Advisors, LLC | 8,797 | $551.0K | 0.14% | −20−0.2% | Reduced |
| AE Wealth Management LLC | 8,707 | $545.4K | 0.00% | +1,509+21.0% | Added |
| State of Tennessee, Treasury Department | 8,614 | $539.6K | 0.00% | −1,373−13.7% | Reduced |
| Squarepoint Ops LLC | 8,333 | $522.0K | 0.00% | −13,973−62.6% | Reduced |
| State Board of Administration of Florida Retirement System | 8,146 | $510.3K | 0.00% | +44+0.5% | Added |
| Oregon Public Employees Retirement Fund | 8,113 | $508.2K | 0.01% | −320−3.8% | Reduced |
| Keybank National Association | 7,860 | $492.4K | 0.00% | −655−7.7% | Reduced |
| North Star Investment Management Corp. | 7,715 | $483.3K | 0.04% | −1,361−15.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,658 | $480.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,440 | $466.0K | 0.00% | −200−2.6% | Reduced |
| Arizona State Retirement System | 7,345 | $460.1K | 0.00% | +192+2.7% | Added |
| Snowden Capital Advisors LLC | 7,105 | $445.1K | 0.02% | −910−11.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,041 | $441.0K | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,031 | $440.4K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $404.0K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,211 | $389.1K | 0.08% | +6,211 | New |
| The PNC Financial Services Group, Inc. | 5,406 | $338.6K | 0.00% | −10,576−66.2% | Reduced |
| Qube Research & Technologies Ltd | 5,400 | $338.3K | 0.00% | −42,044−88.6% | Reduced |
| State of Wisconsin Investment Board | 5,192 | $325.2K | 0.00% | +2,032+64.3% | Added |
| Everence Capital Management Inc | 5,160 | $323.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,030 | $315.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,930 | $310.6K | 0.00% | +987+25.0% | Added |
| Hancock Whitney Corp | 4,928 | $309.0K | 0.01% | −709−12.6% | Reduced |
| Huntington National Bank | 4,666 | $292.3K | 0.00% | +4,512+2,929.9% | Added |
| 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 |
| HSBC Holdings PLC | 4,563 | $284.0K | 0.00% | −64,053−93.3% | Reduced |
| SYSTM Wealth Solutions LLC | 4,209 | $263.7K | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,969 | $248.6K | 0.00% | −46−1.1% | Reduced |
| Money Concepts Capital Corp | 3,935 | $246.5K | 0.01% | −73−1.8% | Reduced |
| Synovus Financial Corp | 3,844 | $240.8K | 0.00% | −2,689−41.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,840 | $240.0K | 0.00% | +95+2.5% | Added |
| Personal Cfo Solutions, LLC | 3,800 | $238.1K | 0.05% | −310−7.5% | Reduced |
| AQR Capital Management LLC | 3,732 | $233.8K | 0.00% | −3,023−44.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,668 | $229.8K | 0.00% | +65+1.8% | Added |
| ProShare Advisors LLC | 3,581 | $224.3K | 0.00% | −316−8.1% | Reduced |
| Pathstone Family Office, LLC | 3,419 | $214.2K | 0.00% | −135−3.8% | Reduced |
| Amundi | 3,512 | $210.7K | 0.00% | +3,512 | New |
| Harbour Investments, Inc. | 2,529 | $158.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,072 | $130.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,979 | $124.0K | 0.00% | −3,099−61.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,964 | $123.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,900 | $119.0K | 0.01% | −1,993−51.2% | Reduced |
| US Bancorp | 1,684 | $105.5K | 0.00% | −100−5.6% | Reduced |
| Covestor Ltd | 1,485 | $93.0K | 0.08% | +186+14.3% | Added |
| Metropolitan Life Insurance Co | 1,362 | $85.3K | 0.00% | −136−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,334 | $84.0K | 0.00% | +1,327+18,957.1% | Added |
| Clean Yield Group | 1,250 | $78.3K | 0.03% | −1,000−44.4% | Reduced |
| State of Wyoming | 855 | $53.6K | 0.02% | +105+14.0% | Added |
| Advisory Services Network, LLC | 669 | $41.9K | 0.00% | −37−5.2% | Reduced |
| Point72 Asset Management, L.P. | 665 | $41.7K | 0.00% | +651+4,650.0% | Added |
| Proequities, Inc. | 608 | $38.1K | 0.00% | −14−2.3% | Reduced |
| First Horizon Advisors, Inc. | 559 | $35.0K | 0.00% | −111−16.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 521 | $32.6K | 0.00% | −567−52.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 468 | $29.3K | 0.00% | +3+0.6% | Added |
| Nisa Investment Advisors, LLC | 434 | $27.0K | 0.00% | −10−2.3% | Reduced |
| Tower View Investment Management & Research LLC | 409 | $26.0K | 0.02% | +3+0.7% | Added |
| Creative Financial Designs Inc | 392 | $24.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 382 | $23.9K | 0.00% | +230+151.3% | Added |
| Pinebridge Investments, L.P. | 317 | $19.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 289 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 233 | $17.0K | 0.00% | +59+33.9% | Added |
| Quadrant Capital Group LLC | 266 | $16.7K | 0.00% | +178+202.3% | Added |
| Public Employees Retirement System of Ohio | 183 | $11.0K | 0.00% | +9+5.2% | Added |
| Macroview Investment Management LLC | 168 | $10.5K | 0.02% | +30+21.7% | Added |
| SRS Capital Advisors, Inc. | 150 | $9.40K | 0.00% | −1−0.7% | Reduced |
| Parkside Financial Bank & Trust | 113 | $7.08K | 0.00% | +13+13.0% | Added |
| Hantz Financial Services, Inc. | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 107 | $6.70K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 92 | $5.76K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 85 | $5.32K | 0.00% | +85 | New |
| Fifth Third Bancorp | 82 | $5.14K | 0.00% | −1−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 76 | $4.76K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 75 | $4.70K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 73 | $4.57K | 0.00% | +73 | New |
| Bessemer Group Inc | 59 | $4.00K | 0.00% | −322−84.5% | Reduced |