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, Q3 2023
Institutional positions in Lakeland Financial Corp as of Sep 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
- 200
- +5 vs. Q2 2023
- Shares held
- 20.7M
- +221.9K (+1.1%) vs. Q2 2023
- Total value
- $984.2M
- −$11.5M (−1.2%) vs. Q2 2023
- New holders
- 26
- 61 more added
- Sold out
- 21
- 85 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,669,833 | $174.2M | 0.01% | +69,841+1.9% | Added |
| Vanguard Group Inc | 1,804,826 | $85.7M | 0.00% | +2,591+0.1% | Added |
| Victory Capital Management Inc | 1,452,481 | $68.9M | 0.08% | +300,747+26.1% | Added |
| Neuberger Berman Group LLC | 1,186,549 | $56.3M | 0.05% | −77,278−6.1% | Reduced |
| State Street Corp | 1,125,485 | $53.4M | 0.00% | −75,932−6.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,013,340 | $48.1M | 0.14% | −48,517−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 877,847 | $41.7M | 0.32% | +139,730+18.9% | Added |
| Dimensional Fund Advisors LP | 770,834 | $36.6M | 0.01% | −4,093−0.5% | Reduced |
| Copeland Capital Management, LLC | 736,585 | $35.0M | 0.75% | +185,217+33.6% | Added |
| Geode Capital Management, LLC | 534,803 | $25.4M | 0.00% | +18,616+3.6% | Added |
| Northern Trust Corp | 463,234 | $22.0M | 0.00% | +12,618+2.8% | Added |
| Ameriprise Financial Inc | 422,654 | $20.1M | 0.01% | −7,936−1.8% | Reduced |
| Goldman Sachs Group Inc | 377,412 | $17.9M | 0.00% | −104,635−21.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 349,004 | $16.6M | 0.10% | −1,370−0.4% | Reduced |
| Boston Trust Walden Corp | 322,763 | $15.3M | 0.13% | +7,056+2.2% | Added |
| Neumeier Poma Investment Counsel LLC | 301,632 | $14.3M | 1.40% | +9,840+3.4% | Added |
| Bank of New York Mellon Corp | 251,118 | $11.9M | 0.00% | −6,462−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 250,948 | $11.9M | 0.00% | +11,760+4.9% | Added |
| NFJ Investment Group, LLC | 246,654 | $11.7M | 0.34% | −14,053−5.4% | Reduced |
| Envestnet Asset Management Inc | 202,426 | $9.61M | 0.00% | +72,570+55.9% | Added |
| Morgan Stanley | 197,201 | $9.36M | 0.00% | −7,105−3.5% | Reduced |
| Timucuan Asset Management Inc | 187,161 | $8.88M | 0.36% | +10,650+6.0% | Added |
| Wells Fargo & Company | 174,360 | $8.28M | 0.00% | −10,113−5.5% | Reduced |
| Monarch Capital Management Inc | 167,096 | $7.93M | 2.55% | −1,075−0.6% | Reduced |
| Millennium Management LLC | 144,999 | $6.88M | 0.01% | +27,586+23.5% | Added |
| Segall Bryant & Hamill, LLC | 139,661 | $6.63M | 0.08% | −30,723−18.0% | Reduced |
| Principal Financial Group Inc | 136,986 | $6.50M | 0.00% | −7,521−5.2% | Reduced |
| Natixis Advisors, L.P. | 131,797 | $6.25M | 0.02% | −71,826−35.3% | Reduced |
| JPMorgan Chase & Co | 119,406 | $5.67M | 0.00% | +6,644+5.9% | Added |
| Kennedy Capital Management, Inc. | 113,114 | $5.37M | 0.13% | +32,912+41.0% | Added |
| American Century Companies Inc | 105,703 | $5.02M | 0.00% | +16,279+18.2% | Added |
| Bank of America Corp | 105,207 | $4.99M | 0.00% | −1,880−1.8% | Reduced |
| Nuveen Asset Management, LLC | 99,580 | $4.73M | 0.00% | +18,062+22.2% | Added |
| Rhumbline Advisers | 90,330 | $4.29M | 0.00% | −463−0.5% | Reduced |
| First Trust Advisors LP | 80,828 | $3.84M | 0.00% | +17,310+27.3% | Added |
| FMR LLC | 74,796 | $3.55M | 0.00% | +16,593+28.5% | Added |
| Legal & General Group Plc | 72,480 | $3.44M | 0.00% | +1,340+1.9% | Added |
| Eagle Asset Management Inc | 72,402 | $3.44M | 0.02% | +426+0.6% | Added |
| Assenagon Asset Management S.A. | 70,843 | $3.36M | 0.01% | +14,357+25.4% | Added |
| Stifel Financial Corp | 68,425 | $3.25M | 0.00% | +7,787+12.8% | Added |
| John W. Rosenthal Capital Management, Inc. | 63,624 | $3.02M | 4.06% | −4,100−6.1% | Reduced |
| Two Sigma Investments, LP | 62,637 | $2.97M | 0.01% | −2,367−3.6% | Reduced |
| Invesco Ltd. | 59,321 | $2.82M | 0.00% | −75,938−56.1% | Reduced |
| Swiss National Bank | 55,950 | $2.66M | 0.00% | −500−0.9% | Reduced |
| Voloridge Investment Management, LLC | 53,379 | $2.53M | 0.01% | +6,898+14.8% | Added |
| LPL Financial LLC | 52,984 | $2.51M | 0.00% | +5,667+12.0% | Added |
| 1st Source Bank | 51,964 | $2.47M | 0.17% | −950−1.8% | Reduced |
| Two Sigma Advisers, LP | 51,300 | $2.43M | 0.01% | +1,200+2.4% | Added |
| Renaissance Technologies LLC | 50,251 | $2.38M | 0.00% | +900+1.8% | Added |
| Aptus Capital Advisors, LLC | 47,258 | $2.24M | 0.07% | −9,613−16.9% | Reduced |
| Royal Bank of Canada | 45,185 | $2.15M | 0.00% | +8,168+22.1% | Added |
| Raymond James & Associates | 39,462 | $1.87M | 0.00% | −377−0.9% | Reduced |
| Barclays PLC | 38,326 | $1.82M | 0.00% | −1,218−3.1% | Reduced |
| Mutual of America Capital Management LLC | 37,749 | $1.79M | 0.02% | −2,491−6.2% | Reduced |
| Prudential Financial Inc | 35,246 | $1.67M | 0.00% | −1,116−3.1% | Reduced |
| Sym Financial Corp | 32,529 | $1.54M | 0.27% | +32,529 | New |
| Public Sector Pension Investment Board | 31,435 | $1.49M | 0.01% | −13,706−30.4% | Reduced |
| Alliancebernstein L.P. | 29,630 | $1.41M | 0.00% | −1,942−6.2% | Reduced |
| California State Teachers Retirement System | 27,962 | $1.33M | 0.00% | −2,389−7.9% | Reduced |
| Heartland Advisors Inc | 25,132 | $1.19M | 0.07% | +25,132 | New |
| Credit Suisse AG | 23,975 | $1.14M | 0.00% | −699−2.8% | Reduced |
| Thrivent Financial for Lutherans | 23,266 | $1.10M | 0.00% | −1,062−4.4% | Reduced |
| Gsa Capital Partners LLP | 23,201 | $1.10M | 0.09% | +12,556+118.0% | Added |
| SEI Investments Co | 22,585 | $1.07M | 0.00% | +3,614+19.1% | Added |
| KFG Wealth Management, LLC | 22,527 | $1.07M | 0.58% | 00.0% | Unchanged |
| Albert D Mason Inc | 22,432 | $1.06M | 0.77% | −355−1.6% | Reduced |
| Great West Life Assurance Co | 22,337 | $1.06M | 0.00% | +38+0.2% | Added |
| Tudor Investment Corp Et Al | 22,267 | $1.06M | 0.02% | +22,267 | New |
| Truist Financial Corp | 22,166 | $1.05M | 0.00% | −1,035−4.5% | Reduced |
| Texas Permanent School Fund | 21,600 | $1.03M | 0.01% | −792−3.5% | Reduced |
| UBS Asset Management Americas Inc | 21,592 | $1.02M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 20,585 | $977.0K | 0.00% | −14,277−41.0% | Reduced |
| Bridge City Capital, LLC | 19,673 | $933.7K | 0.47% | −130−0.7% | Reduced |
| Rafferty Asset Management, LLC | 19,564 | $928.5K | 0.01% | −8,195−29.5% | Reduced |
| Citadel Advisors LLC | 17,684 | $839.3K | 0.00% | −28,083−61.4% | Reduced |
| Uncommon Cents Investing LLC | 17,070 | $810.2K | 0.30% | −500−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,003 | $807.0K | 0.01% | −11,743−40.9% | Reduced |
| Comerica Bank | 16,600 | $787.8K | 0.00% | +16,600 | New |
| New York State Common Retirement Fund | 16,570 | $786.4K | 0.00% | −17,706−51.7% | Reduced |
| Russell Investments Group, Ltd. | 16,215 | $769.6K | 0.00% | −1,800−10.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,000 | $759.0K | 0.00% | −3,300−17.1% | Reduced |
| PDT Partners, LLC | 15,937 | $756.4K | 0.10% | −7,421−31.8% | Reduced |
| State of Alaska, Department of Revenue | 15,835 | $751.0K | 0.01% | −898−5.4% | Reduced |
| Cetera Investment Advisers | 15,743 | $747.2K | 0.01% | −62,164−79.8% | Reduced |
| Balyasny Asset Management LLC | 15,484 | $734.9K | 0.00% | −9,827−38.8% | Reduced |
| ExodusPoint Capital Management, LP | 15,461 | $734.0K | 0.01% | −4,939−24.2% | Reduced |
| Illinois Municipal Retirement Fund | 15,259 | $724.0K | 0.01% | +15,259 | New |
| Davenport & Co LLC | 14,927 | $708.4K | 0.01% | +327+2.2% | Added |
| Cubist Systematic Strategies, LLC | 14,894 | $706.9K | 0.01% | −22,160−59.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,788 | $701.8K | 0.38% | −1,026−6.5% | Reduced |
| Algert Global LLC | 14,596 | $692.7K | 0.03% | −21,040−59.0% | Reduced |
| Janus Henderson Group PLC | 14,094 | $668.6K | 0.00% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 13,917 | $660.8K | 0.00% | −1,665−10.7% | Reduced |
| SG Americas Securities, LLC | 13,805 | $655.0K | 0.01% | +13,805 | New |
| American International Group, Inc. | 13,659 | $648.3K | 0.00% | +286+2.1% | Added |
| Column Capital Advisors, LLC | 13,474 | $639.5K | 0.09% | −44−0.3% | Reduced |
| MetLife Investment Management | 13,025 | $618.2K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,900 | $612.2K | 0.01% | −400−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 12,723 | $603.8K | 0.00% | +2,635+26.1% | Added |
| Yousif Capital Management, LLC | 12,603 | $598.1K | 0.01% | −949−7.0% | Reduced |