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, Q2 2023
Institutional positions in Lakeland Financial Corp as of Jun 30, 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
- 197
- −17 vs. Q1 2023
- Shares held
- 20.5M
- +3.06K (0.0%) vs. Q1 2023
- Total value
- $996.2M
- −$289.3M (−22.5%) vs. Q1 2023
- New holders
- 19
- 77 more added
- Sold out
- 36
- 71 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,599,992 | $174.7M | 0.00% | −201,602−5.3% | Reduced |
| Vanguard Group Inc | 1,802,235 | $87.4M | 0.00% | −45,178−2.4% | Reduced |
| Neuberger Berman Group LLC | 1,263,827 | $61.3M | 0.05% | −140,191−10.0% | Reduced |
| State Street Corp | 1,201,417 | $58.3M | 0.00% | +90,152+8.1% | Added |
| Victory Capital Management Inc | 1,151,734 | $55.9M | 0.06% | +238,212+26.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,061,857 | $51.5M | 0.14% | −43,577−3.9% | Reduced |
| Dimensional Fund Advisors LP | 774,927 | $37.6M | 0.01% | +2,174+0.3% | Added |
| Silvercrest Asset Management Group LLC | 738,117 | $35.8M | 0.26% | +236,677+47.2% | Added |
| Copeland Capital Management, LLC | 551,368 | $26.8M | 0.55% | +3,904+0.7% | Added |
| Geode Capital Management, LLC | 516,187 | $25.0M | 0.00% | +26,657+5.4% | Added |
| Goldman Sachs Group Inc | 482,047 | $23.4M | 0.01% | +23,527+5.1% | Added |
| Northern Trust Corp | 450,616 | $21.9M | 0.00% | +4,105+0.9% | Added |
| Ameriprise Financial Inc | 430,590 | $20.9M | 0.01% | −54,524−11.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 350,374 | $17.0M | 0.10% | −89,283−20.3% | Reduced |
| Boston Trust Walden Corp | 315,707 | $15.3M | 0.13% | +9,474+3.1% | Added |
| Neumeier Poma Investment Counsel LLC | 291,792 | $14.2M | 1.30% | −33,412−10.3% | Reduced |
| NFJ Investment Group, LLC | 260,707 | $12.6M | 0.34% | +260,707 | New |
| Bank of New York Mellon Corp | 257,580 | $12.5M | 0.00% | −12,040−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 239,188 | $11.6M | 0.00% | +7,826+3.4% | Added |
| Morgan Stanley | 204,306 | $9.91M | 0.00% | +11,681+6.1% | Added |
| Natixis Advisors, L.P. | 203,623 | $9.88M | 0.03% | +24,682+13.8% | Added |
| Wells Fargo & Company | 184,473 | $8.95M | 0.00% | +18,679+11.3% | Added |
| Timucuan Asset Management Inc | 176,511 | $8.56M | 0.34% | +10,000+6.0% | Added |
| Segall Bryant & Hamill, LLC | 170,384 | $8.27M | 0.09% | −1,721−1.0% | Reduced |
| Monarch Capital Management Inc | 168,171 | $8.16M | 2.47% | +458+0.3% | Added |
| Principal Financial Group Inc | 144,507 | $7.01M | 0.00% | −8,426−5.5% | Reduced |
| Invesco Ltd. | 135,259 | $6.56M | 0.00% | −8,564−6.0% | Reduced |
| Envestnet Asset Management Inc | 129,856 | $6.30M | 0.00% | +122+0.1% | Added |
| Millennium Management LLC | 117,413 | $5.70M | 0.01% | −28,452−19.5% | Reduced |
| JPMorgan Chase & Co | 112,762 | $5.47M | 0.00% | +2,816+2.6% | Added |
| Bank of America Corp | 107,087 | $5.20M | 0.00% | +49,913+87.3% | Added |
| Rhumbline Advisers | 90,793 | $4.41M | 0.00% | +4,815+5.6% | Added |
| American Century Companies Inc | 89,424 | $4.34M | 0.00% | −1,724−1.9% | Reduced |
| Nuveen Asset Management, LLC | 81,518 | $3.96M | 0.00% | +1,259+1.6% | Added |
| Kennedy Capital Management, Inc. | 80,202 | $3.89M | 0.09% | +26,189+48.5% | Added |
| Cetera Investment Advisers | 77,907 | $3.78M | 0.03% | −1,976−2.5% | Reduced |
| Eagle Asset Management Inc | 71,976 | $3.49M | 0.02% | +71,976 | New |
| Legal & General Group Plc | 71,140 | $3.45M | 0.00% | +7,712+12.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 67,724 | $3.29M | 4.13% | −16,870−19.9% | Reduced |
| BKD Wealth Advisors, LLC | 67,257 | $3.26M | 0.10% | +3,725+5.9% | Added |
| Two Sigma Investments, LP | 65,004 | $3.15M | 0.01% | +36,135+125.2% | Added |
| First Trust Advisors LP | 63,518 | $3.08M | 0.00% | −6,583−9.4% | Reduced |
| Stifel Financial Corp | 60,638 | $2.94M | 0.00% | −3,715−5.8% | Reduced |
| FMR LLC | 58,203 | $2.82M | 0.00% | +41,294+244.2% | Added |
| Aptus Capital Advisors, LLC | 56,871 | $2.76M | 0.08% | +4,817+9.3% | Added |
| Assenagon Asset Management S.A. | 56,486 | $2.74M | 0.01% | +3,737+7.1% | Added |
| Swiss National Bank | 56,450 | $2.74M | 0.00% | +1,700+3.1% | Added |
| 1st Source Bank | 52,914 | $2.57M | 0.17% | −740−1.4% | Reduced |
| Two Sigma Advisers, LP | 50,100 | $2.43M | 0.01% | +38,100+317.5% | Added |
| Renaissance Technologies LLC | 49,351 | $2.40M | 0.00% | −1,005−2.0% | Reduced |
| LPL Financial LLC | 47,317 | $2.30M | 0.00% | +7,068+17.6% | Added |
| Voloridge Investment Management, LLC | 46,481 | $2.26M | 0.01% | −10.0% | Reduced |
| Citadel Advisors LLC | 45,767 | $2.22M | 0.00% | +23,657+107.0% | Added |
| Public Sector Pension Investment Board | 45,141 | $2.19M | 0.02% | +558+1.3% | Added |
| Mutual of America Capital Management LLC | 40,240 | $1.95M | 0.02% | −2,945−6.8% | Reduced |
| Raymond James & Associates | 39,839 | $1.93M | 0.00% | +26,408+196.6% | Added |
| Barclays PLC | 39,544 | $1.92M | 0.00% | +17,890+82.6% | Added |
| Squarepoint Ops LLC | 39,206 | $1.90M | 0.01% | +30,873+370.5% | Added |
| Cubist Systematic Strategies, LLC | 37,054 | $1.80M | 0.02% | +23,067+164.9% | Added |
| Royal Bank of Canada | 37,017 | $1.79M | 0.00% | +9,541+34.7% | Added |
| Prudential Financial Inc | 36,362 | $1.76M | 0.00% | +6,777+22.9% | Added |
| Algert Global LLC | 35,636 | $1.73M | 0.08% | −5,260−12.9% | Reduced |
| Citigroup Inc | 34,862 | $1.69M | 0.00% | +21,503+161.0% | Added |
| New York State Common Retirement Fund | 34,276 | $1.66M | 0.00% | −2,783−7.5% | Reduced |
| Alliancebernstein L.P. | 31,572 | $1.53M | 0.00% | +102+0.3% | Added |
| California State Teachers Retirement System | 30,351 | $1.47M | 0.00% | −1,050−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,746 | $1.39M | 0.01% | +1,906+7.1% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.35M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 27,759 | $1.35M | 0.01% | +14,507+109.5% | Added |
| Balyasny Asset Management LLC | 25,311 | $1.23M | 0.00% | +13,202+109.0% | Added |
| Credit Suisse AG | 24,674 | $1.20M | 0.00% | +2,734+12.5% | Added |
| Thrivent Financial for Lutherans | 24,328 | $1.18M | 0.00% | −793−3.2% | Reduced |
| PDT Partners, LLC | 23,358 | $1.13M | 0.16% | −8,277−26.2% | Reduced |
| Truist Financial Corp | 23,201 | $1.13M | 0.00% | +270+1.2% | Added |
| Albert D Mason Inc | 22,787 | $1.11M | 0.76% | +22,787 | New |
| KFG Wealth Management, LLC | 22,527 | $1.09M | 0.64% | +9,444+72.2% | Added |
| Texas Permanent School Fund | 22,392 | $1.09M | 0.01% | −341−1.5% | Reduced |
| Great West Life Assurance Co | 22,299 | $1.08M | 0.00% | −2,180−8.9% | Reduced |
| ExodusPoint Capital Management, LP | 20,400 | $990.0K | 0.01% | −31,567−60.7% | Reduced |
| Exchange Traded Concepts, LLC | 19,809 | $961.1K | 0.02% | −288−1.4% | Reduced |
| Bridge City Capital, LLC | 19,803 | $960.8K | 0.45% | +10+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 19,300 | $936.0K | 0.01% | −1,100−5.4% | Reduced |
| SEI Investments Co | 18,971 | $920.4K | 0.00% | −2,253−10.6% | Reduced |
| Russell Investments Group, Ltd. | 18,015 | $874.1K | 0.00% | −33−0.2% | Reduced |
| Uncommon Cents Investing LLC | 17,570 | $852.5K | 0.30% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,842 | $813.0K | 0.00% | −838−4.7% | Reduced |
| State of Alaska, Department of Revenue | 16,733 | $811.0K | 0.01% | −625−3.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 15,814 | $767.3K | 0.40% | −1,045−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 15,582 | $753.4K | 0.00% | −347−2.2% | Reduced |
| Qube Research & Technologies Ltd | 14,799 | $718.0K | 0.00% | +9,399+174.1% | Added |
| Davenport & Co LLC | 14,600 | $708.4K | 0.01% | +9+0.1% | Added |
| Janus Henderson Group PLC | 14,093 | $683.3K | 0.00% | −13−0.1% | Reduced |
| UBS Group AG | 13,673 | $663.4K | 0.00% | −4,545−24.9% | Reduced |
| Yousif Capital Management, LLC | 13,552 | $657.5K | 0.01% | −758−5.3% | Reduced |
| Column Capital Advisors, LLC | 13,518 | $655.9K | 0.09% | +124+0.9% | Added |
| American International Group, Inc. | 13,373 | $648.9K | 0.00% | −77−0.6% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $645.3K | 0.01% | +1,500+12.7% | Added |
| MetLife Investment Management | 13,025 | $632.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,732 | $617.8K | 0.00% | +12,732 | New |
| Ensign Peak Advisors, Inc | 12,000 | $582.2K | 0.00% | 00.0% | Unchanged |