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