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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 13,300 | $645.3K | 0.01% | +1,500+12.7% | Added |
| American International Group, Inc. | 13,373 | $648.9K | 0.00% | −77−0.6% | Reduced |
| Column Capital Advisors, LLC | 13,518 | $655.9K | 0.09% | +124+0.9% | Added |
| Yousif Capital Management, LLC | 13,552 | $657.5K | 0.01% | −758−5.3% | Reduced |
| UBS Group AG | 13,673 | $663.4K | 0.00% | −4,545−24.9% | Reduced |
| Janus Henderson Group PLC | 14,093 | $683.3K | 0.00% | −13−0.1% | Reduced |
| Davenport & Co LLC | 14,600 | $708.4K | 0.01% | +9+0.1% | Added |
| Qube Research & Technologies Ltd | 14,799 | $718.0K | 0.00% | +9,399+174.1% | Added |
| Advisor Group Holdings, Inc. | 15,582 | $753.4K | 0.00% | −347−2.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 15,814 | $767.3K | 0.40% | −1,045−6.2% | Reduced |
| State of Alaska, Department of Revenue | 16,733 | $811.0K | 0.01% | −625−3.6% | Reduced |
| HighTower Advisors, LLC | 16,842 | $813.0K | 0.00% | −838−4.7% | Reduced |
| Uncommon Cents Investing LLC | 17,570 | $852.5K | 0.30% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,015 | $874.1K | 0.00% | −33−0.2% | Reduced |
| SEI Investments Co | 18,971 | $920.4K | 0.00% | −2,253−10.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 19,300 | $936.0K | 0.01% | −1,100−5.4% | Reduced |
| Bridge City Capital, LLC | 19,803 | $960.8K | 0.45% | +10+0.1% | Added |
| Exchange Traded Concepts, LLC | 19,809 | $961.1K | 0.02% | −288−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 20,400 | $990.0K | 0.01% | −31,567−60.7% | Reduced |
| Great West Life Assurance Co | 22,299 | $1.08M | 0.00% | −2,180−8.9% | Reduced |
| Texas Permanent School Fund | 22,392 | $1.09M | 0.01% | −341−1.5% | Reduced |
| KFG Wealth Management, LLC | 22,527 | $1.09M | 0.64% | +9,444+72.2% | Added |
| Albert D Mason Inc | 22,787 | $1.11M | 0.76% | +22,787 | New |
| Truist Financial Corp | 23,201 | $1.13M | 0.00% | +270+1.2% | Added |
| PDT Partners, LLC | 23,358 | $1.13M | 0.16% | −8,277−26.2% | Reduced |
| Thrivent Financial for Lutherans | 24,328 | $1.18M | 0.00% | −793−3.2% | Reduced |
| Credit Suisse AG | 24,674 | $1.20M | 0.00% | +2,734+12.5% | Added |
| Balyasny Asset Management LLC | 25,311 | $1.23M | 0.00% | +13,202+109.0% | Added |
| Rafferty Asset Management, LLC | 27,759 | $1.35M | 0.01% | +14,507+109.5% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.35M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,746 | $1.39M | 0.01% | +1,906+7.1% | Added |
| California State Teachers Retirement System | 30,351 | $1.47M | 0.00% | −1,050−3.3% | Reduced |
| Alliancebernstein L.P. | 31,572 | $1.53M | 0.00% | +102+0.3% | Added |
| New York State Common Retirement Fund | 34,276 | $1.66M | 0.00% | −2,783−7.5% | Reduced |
| Citigroup Inc | 34,862 | $1.69M | 0.00% | +21,503+161.0% | Added |
| Algert Global LLC | 35,636 | $1.73M | 0.08% | −5,260−12.9% | Reduced |
| Prudential Financial Inc | 36,362 | $1.76M | 0.00% | +6,777+22.9% | Added |
| Royal Bank of Canada | 37,017 | $1.79M | 0.00% | +9,541+34.7% | Added |
| Cubist Systematic Strategies, LLC | 37,054 | $1.80M | 0.02% | +23,067+164.9% | Added |
| Squarepoint Ops LLC | 39,206 | $1.90M | 0.01% | +30,873+370.5% | Added |
| Barclays PLC | 39,544 | $1.92M | 0.00% | +17,890+82.6% | Added |
| Raymond James & Associates | 39,839 | $1.93M | 0.00% | +26,408+196.6% | Added |
| Mutual of America Capital Management LLC | 40,240 | $1.95M | 0.02% | −2,945−6.8% | Reduced |
| Public Sector Pension Investment Board | 45,141 | $2.19M | 0.02% | +558+1.3% | Added |
| Citadel Advisors LLC | 45,767 | $2.22M | 0.00% | +23,657+107.0% | Added |
| Voloridge Investment Management, LLC | 46,481 | $2.26M | 0.01% | −10.0% | Reduced |
| LPL Financial LLC | 47,317 | $2.30M | 0.00% | +7,068+17.6% | Added |
| Renaissance Technologies LLC | 49,351 | $2.40M | 0.00% | −1,005−2.0% | Reduced |
| Two Sigma Advisers, LP | 50,100 | $2.43M | 0.01% | +38,100+317.5% | Added |
| 1st Source Bank | 52,914 | $2.57M | 0.17% | −740−1.4% | Reduced |
| Swiss National Bank | 56,450 | $2.74M | 0.00% | +1,700+3.1% | Added |
| Assenagon Asset Management S.A. | 56,486 | $2.74M | 0.01% | +3,737+7.1% | Added |
| Aptus Capital Advisors, LLC | 56,871 | $2.76M | 0.08% | +4,817+9.3% | Added |
| FMR LLC | 58,203 | $2.82M | 0.00% | +41,294+244.2% | Added |
| Stifel Financial Corp | 60,638 | $2.94M | 0.00% | −3,715−5.8% | Reduced |
| First Trust Advisors LP | 63,518 | $3.08M | 0.00% | −6,583−9.4% | Reduced |
| Two Sigma Investments, LP | 65,004 | $3.15M | 0.01% | +36,135+125.2% | Added |
| BKD Wealth Advisors, LLC | 67,257 | $3.26M | 0.10% | +3,725+5.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 67,724 | $3.29M | 4.13% | −16,870−19.9% | Reduced |
| Legal & General Group Plc | 71,140 | $3.45M | 0.00% | +7,712+12.2% | Added |
| Eagle Asset Management Inc | 71,976 | $3.49M | 0.02% | +71,976 | New |
| Cetera Investment Advisers | 77,907 | $3.78M | 0.03% | −1,976−2.5% | Reduced |
| Kennedy Capital Management, Inc. | 80,202 | $3.89M | 0.09% | +26,189+48.5% | Added |
| Nuveen Asset Management, LLC | 81,518 | $3.96M | 0.00% | +1,259+1.6% | Added |
| American Century Companies Inc | 89,424 | $4.34M | 0.00% | −1,724−1.9% | Reduced |
| Rhumbline Advisers | 90,793 | $4.41M | 0.00% | +4,815+5.6% | Added |
| Bank of America Corp | 107,087 | $5.20M | 0.00% | +49,913+87.3% | Added |
| JPMorgan Chase & Co | 112,762 | $5.47M | 0.00% | +2,816+2.6% | Added |
| Millennium Management LLC | 117,413 | $5.70M | 0.01% | −28,452−19.5% | Reduced |
| Envestnet Asset Management Inc | 129,856 | $6.30M | 0.00% | +122+0.1% | Added |
| Invesco Ltd. | 135,259 | $6.56M | 0.00% | −8,564−6.0% | Reduced |
| Principal Financial Group Inc | 144,507 | $7.01M | 0.00% | −8,426−5.5% | Reduced |
| Monarch Capital Management Inc | 168,171 | $8.16M | 2.47% | +458+0.3% | Added |
| Segall Bryant & Hamill, LLC | 170,384 | $8.27M | 0.09% | −1,721−1.0% | Reduced |
| Timucuan Asset Management Inc | 176,511 | $8.56M | 0.34% | +10,000+6.0% | Added |
| Wells Fargo & Company | 184,473 | $8.95M | 0.00% | +18,679+11.3% | Added |
| Natixis Advisors, L.P. | 203,623 | $9.88M | 0.03% | +24,682+13.8% | Added |
| Morgan Stanley | 204,306 | $9.91M | 0.00% | +11,681+6.1% | Added |
| Charles Schwab Investment Management Inc | 239,188 | $11.6M | 0.00% | +7,826+3.4% | Added |
| Bank of New York Mellon Corp | 257,580 | $12.5M | 0.00% | −12,040−4.5% | Reduced |
| NFJ Investment Group, LLC | 260,707 | $12.6M | 0.34% | +260,707 | New |
| Neumeier Poma Investment Counsel LLC | 291,792 | $14.2M | 1.30% | −33,412−10.3% | Reduced |
| Boston Trust Walden Corp | 315,707 | $15.3M | 0.13% | +9,474+3.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 350,374 | $17.0M | 0.10% | −89,283−20.3% | Reduced |
| Ameriprise Financial Inc | 430,590 | $20.9M | 0.01% | −54,524−11.2% | Reduced |
| Northern Trust Corp | 450,616 | $21.9M | 0.00% | +4,105+0.9% | Added |
| Goldman Sachs Group Inc | 482,047 | $23.4M | 0.01% | +23,527+5.1% | Added |
| Geode Capital Management, LLC | 516,187 | $25.0M | 0.00% | +26,657+5.4% | Added |
| Copeland Capital Management, LLC | 551,368 | $26.8M | 0.55% | +3,904+0.7% | Added |
| Silvercrest Asset Management Group LLC | 738,117 | $35.8M | 0.26% | +236,677+47.2% | Added |
| Dimensional Fund Advisors LP | 774,927 | $37.6M | 0.01% | +2,174+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,061,857 | $51.5M | 0.14% | −43,577−3.9% | Reduced |
| Victory Capital Management Inc | 1,151,734 | $55.9M | 0.06% | +238,212+26.1% | Added |
| State Street Corp | 1,201,417 | $58.3M | 0.00% | +90,152+8.1% | Added |
| Neuberger Berman Group LLC | 1,263,827 | $61.3M | 0.05% | −140,191−10.0% | Reduced |
| Vanguard Group Inc | 1,802,235 | $87.4M | 0.00% | −45,178−2.4% | Reduced |
| BlackRock Inc. | 3,599,992 | $174.7M | 0.00% | −201,602−5.3% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −356,661−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −106,337−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −93,260−100.0% | Sold out |