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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 2 | $97 | 0.00% | −1−33.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $146 | 0.00% | +2+200.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $195 | 0.00% | −4−50.0% | Reduced |
| Abound Wealth Management | 9 | $437 | 0.00% | +9 | New |
| Manchester Capital Management LLC | 13 | $631 | 0.00% | +13 | New |
| RFP Financial Group LLC | 15 | $728 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $873 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 18 | $873 | 0.00% | +18 | New |
| GWM Advisors LLC | 19 | $922 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22 | $1.07K | 0.00% | −412−94.9% | Reduced |
| Bell Investment Advisors, Inc | 25 | $1.21K | 0.00% | +10+66.7% | Added |
| Signaturefd, LLC | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 38 | $1.84K | 0.00% | +38 | New |
| Central Trust Co | 38 | $1.84K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $2.43K | 0.00% | +50 | New |
| Institutional & Family Asset Management, LLC | 75 | $3.64K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 82 | $3.98K | 0.00% | +82 | New |
| Cornerstone Planning Group LLC | 85 | $4.12K | 0.00% | +85 | New |
| Carolinas Wealth Consulting LLC | 92 | $4.46K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 86 | $5.00K | 0.00% | −147−63.1% | Reduced |
| Hantz Financial Services, Inc. | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 132 | $6.41K | 0.00% | −134−50.4% | Reduced |
| SRS Capital Advisors, Inc. | 145 | $7.05K | 0.00% | −5−3.3% | Reduced |
| Massmutual Trust Co FSB | 161 | $7.81K | 0.00% | +161 | New |
| Parkside Financial Bank & Trust | 180 | $8.73K | 0.00% | +67+59.3% | Added |
| Fifth Third Bancorp | 183 | $8.88K | 0.00% | +101+123.2% | Added |
| Key Financial Inc | 184 | $8.93K | 0.00% | +77+72.0% | Added |
| Public Employees Retirement System of Ohio | 201 | $10.0K | 0.00% | +18+9.8% | Added |
| Pinebridge Investments, L.P. | 317 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 321 | $15.6K | 0.00% | +319+15,950.0% | Added |
| TD Private Client Wealth LLC | 382 | $18.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $19.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 468 | $22.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 543 | $26.3K | 0.00% | −65−10.7% | Reduced |
| First Horizon Advisors, Inc. | 598 | $29.0K | 0.00% | +39+7.0% | Added |
| CWM, LLC | 616 | $30.0K | 0.00% | −18,704−96.8% | Reduced |
| Tower View Investment Management & Research LLC | 613 | $30.0K | 0.02% | +204+49.9% | Added |
| VisionPoint Advisory Group, LLC | 781 | $37.9K | 0.02% | +781 | New |
| Allspring Global Investments Holdings, LLC | 825 | $40.0K | 0.00% | +304+58.3% | Added |
| Tower Research Capital LLC (TRC) | 936 | $45.4K | 0.00% | −398−29.8% | Reduced |
| State of Wyoming | 1,150 | $55.8K | 0.02% | +295+34.5% | Added |
| Clean Yield Group | 1,250 | $60.6K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,362 | $66.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,601 | $77.7K | 0.00% | −83−4.9% | Reduced |
| Covestor Ltd | 1,908 | $93.0K | 0.07% | +423+28.5% | Added |
| Ameritas Investment Partners, Inc. | 1,964 | $95.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,072 | $101.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,629 | $127.6K | 0.01% | +100+4.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,668 | $178.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,189 | $203.0K | 0.00% | −6,034−59.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,499 | $218.0K | 0.01% | −85−1.9% | Reduced |
| Huntington National Bank | 4,512 | $218.9K | 0.00% | −154−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,574 | $222.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,604 | $223.4K | 0.00% | +4,604 | New |
| Handelsbanken Fonder AB | 5,030 | $244.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,328 | $258.5K | 0.02% | +3,428+180.4% | Added |
| Everence Capital Management Inc | 5,160 | $259.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,786 | $281.0K | 0.00% | +5,727+9,706.8% | Added |
| HSBC Holdings PLC | 5,943 | $291.1K | 0.00% | +1,380+30.2% | Added |
| Engineers Gate Manager LP | 6,151 | $298.4K | 0.01% | +6,151 | New |
| The PNC Financial Services Group, Inc. | 6,259 | $303.7K | 0.00% | +853+15.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,348 | $308.0K | 0.02% | −693−9.8% | Reduced |
| Bedel Financial Consulting, Inc. | 6,450 | $313.0K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 5,716 | $313.8K | 0.00% | +786+15.9% | Added |
| Snowden Capital Advisors LLC | 6,605 | $320.5K | 0.01% | −500−7.0% | Reduced |
| XTX Topco Ltd | 6,639 | $322.1K | 0.06% | +428+6.9% | Added |
| BNP Paribas Arbitrage, SA | 6,738 | $326.9K | 0.00% | −8,889−56.9% | Reduced |
| Legato Capital Management LLC | 7,031 | $341.1K | 0.05% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,040 | $342.0K | 0.00% | −400−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 7,052 | $342.2K | 0.00% | −1,094−13.4% | Reduced |
| Allianz Asset Management GmbH | 7,200 | $349.3K | 0.00% | −10,400−59.1% | Reduced |
| Arizona State Retirement System | 7,273 | $352.9K | 0.00% | −72−1.0% | Reduced |
| Point72 Middle East FZE | 7,549 | $366.3K | 0.02% | +7,549 | New |
| North Star Investment Management Corp. | 7,715 | $374.3K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,913 | $383.9K | 0.00% | −200−2.5% | Reduced |
| First Republic Investment Management, Inc. | 8,025 | $389.4K | 0.00% | −3,368−29.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,103 | $393.0K | 0.00% | +445+5.8% | Added |
| State of Tennessee, Treasury Department | 8,614 | $418.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 8,669 | $420.6K | 0.07% | −2,747−24.1% | Reduced |
| Winton Group Ltd | 8,704 | $422.3K | 0.04% | −743−7.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 8,843 | $429.1K | 0.10% | +46+0.5% | Added |
| Keybank National Association | 9,089 | $441.0K | 0.00% | +1,229+15.6% | Added |
| Trexquant Investment LP | 9,106 | $441.8K | 0.01% | +9,106 | New |
| HRT Financial LP | 9,496 | $460.0K | 0.00% | −5,139−35.1% | Reduced |
| Maryland State Retirement & Pension System | 9,908 | $480.7K | 0.01% | −300−2.9% | Reduced |
| Voya Investment Management LLC | 10,037 | $487.0K | 0.00% | +481+5.0% | Added |
| Manufacturers Life Insurance Company, The | 10,088 | $489.5K | 0.00% | +460+4.8% | Added |
| Amalgamated Bank | 10,233 | $497.0K | 0.00% | −1,148−10.1% | Reduced |
| Deutsche Bank AG | 10,486 | $508.8K | 0.00% | −7,585−42.0% | Reduced |
| Cetera Advisors LLC | 10,517 | $510.3K | 0.01% | +99+1.0% | Added |
| Gsa Capital Partners LLP | 10,645 | $516.0K | 0.05% | +10,645 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,774 | $522.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,023 | $535.0K | 0.00% | +301+2.8% | Added |
| Security Financial Services, INC. | 11,472 | $556.6K | 0.16% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,592 | $561.6K | 0.01% | −7,364−38.8% | Reduced |
| Marshall Wace, LLP | 11,708 | $568.1K | 0.00% | +11,708 | New |
| Susquehanna International Group, LLP | 11,846 | $574.8K | 0.00% | −3,776−24.2% | Reduced |
| Ensign Peak Advisors, Inc | 12,000 | $582.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,732 | $617.8K | 0.00% | +12,732 | New |
| MetLife Investment Management | 13,025 | $632.0K | 0.00% | 00.0% | Unchanged |