Lakeland Financial Corp

LKFN

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000721994

SEC filings (opens in a new tab)

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.

Q3 2023 vs. Q2 2023

How the institutions holding Lakeland Financial Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of LKFN: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Of which not filed for Q3 2023	Q3 2023	Change
Holders	197	2	200	+5
Shares	20.5M	8.86K	20.7M	+221.9K (+1.1%)
Value	$996.2M	$429.9K	$984.2M	−$11.5M (−1.2%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Lakeland Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to LKFN in Q3 2023
Institution	Shares	Value	% of portfolio
Sym Financial Corp	32,529	$1.54M	0.27%
Heartland Advisors Inc	25,132	$1.19M	0.07%
Tudor Investment Corp Et Al	22,267	$1.06M	0.02%
Comerica Bank	16,600	$787.8K	0.00%
Illinois Municipal Retirement Fund	15,259	$724.0K	0.01%
SG Americas Securities, LLC	13,805	$655.0K	0.01%
Pathway Financial Advisers, LLC	10,003	$474.7K	0.20%
CI Private Wealth, LLC	9,412	$446.7K	0.00%
AQR Capital Management LLC	8,522	$404.5K	0.00%
D. E. Shaw & Co., Inc.	7,322	$347.5K	0.00%
Captrust Financial Advisors	6,566	$311.6K	0.00%
CWM Advisors, LLC	6,491	$308.1K	0.04%
Bedel Financial Consulting Inc	6,450	$306.1K	0.06%
Personal Cfo Solutions, LLC	4,522	$214.6K	0.04%
Revisor Wealth Management LLC	4,465	$211.9K	0.18%
State of Wisconsin Investment Board	4,314	$204.7K	0.00%
Synovus Financial Corp	4,268	$202.6K	0.00%
CKW Financial Group	3,114	$148.0K	0.02%
Point72 Asset Management, L.P.	1,925	$91.4K	0.00%
Coppell Advisory Solutions LLC	584	$42.6K	0.02%
Aquatic Capital Management LLC	700	$33.0K	0.00%
Indiana Trust & Investment Management CO	459	$21.8K	0.01%
LGT Financial Advisors LLC	52	$2.47K	0.00%
Bokf, NA	43	$2.12K	0.00%
Simplex Trading, LLC	37	$1.00K	0.00%
Steward Financial Group LLC	3	$0	0.00%

Sold out (21)

Institutions that held Lakeland Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of LKFN in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Exchange Traded Concepts, LLC	19,809	$961.1K
Qube Research & Technologies Ltd	14,799	$718.0K
Marshall Wace, LLP	11,708	$568.1K
Quadrature Capital Ltd	11,592	$561.6K
Trexquant Investment LP	9,106	$441.8K
Versor Investments LP	8,669	$420.6K
Point72 Middle East FZE	7,549	$366.3K
Allianz Asset Management GmbH	7,200	$349.3K
XTX Topco Ltd	6,639	$322.1K
Engineers Gate Manager LP	6,151	$298.4K
HSBC Holdings PLC	5,943	$291.1K
Everence Capital Management Inc	5,160	$259.0K
Hennion & Walsh Asset Management, Inc.	4,499	$218.0K
Teacher Retirement System of Texas	4,189	$203.0K
Allspring Global Investments Holdings, LLC	825	$40.0K
Pinebridge Investments, L.P.	317	$15.4K
Carolinas Wealth Consulting LLC	92	$4.46K
Cornerstone Planning Group LLC	85	$4.12K
Quarry LP	82	$3.98K
Manchester Capital Management LLC	13	$631
Disciplined Investments, LLC	2	$97

Not filed for Q3 2023 yet (2)

Institutions that held Lakeland Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LKFN in Q2 2023 that haven't filed for Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Intercontinental Wealth Advisors, LLC	8,843	$429.1K
First Capital Advisors Group, LLC.	18	$873