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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 2 | $95 | 0.00% | −2−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $95 | 0.00% | −1−33.3% | Reduced |
| Bell Investment Advisors, Inc | 7 | $333 | 0.00% | −18−72.0% | Reduced |
| Abound Wealth Management | 9 | $428 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12 | $570 | 0.00% | −10−45.5% | Reduced |
| RFP Financial Group LLC | 15 | $712 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $854 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $902 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Signaturefd, LLC | 27 | $1.28K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 38 | $1.80K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 38 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 43 | $2.12K | 0.00% | +43 | New |
| Red Tortoise LLC | 50 | $2.37K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $2.47K | 0.00% | +52 | New |
| Institutional & Family Asset Management, LLC | 75 | $3.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $4.04K | 0.00% | −95−52.8% | Reduced |
| Massmutual Trust Co FSB | 87 | $4.13K | 0.00% | −74−46.0% | Reduced |
| Quadrant Capital Group LLC | 103 | $4.89K | 0.00% | −29−22.0% | Reduced |
| Hantz Financial Services, Inc. | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 107 | $5.08K | 0.00% | −77−41.8% | Reduced |
| SRS Capital Advisors, Inc. | 137 | $6.49K | 0.00% | −8−5.5% | Reduced |
| Fifth Third Bancorp | 182 | $8.64K | 0.00% | −1−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 219 | $10.0K | 0.00% | +18+9.0% | Added |
| Ronald Blue Trust, Inc. | 284 | $14.0K | 0.00% | +198+230.2% | Added |
| Global Retirement Partners, LLC | 354 | $16.6K | 0.00% | +33+10.3% | Added |
| CWM, LLC | 379 | $18.0K | 0.00% | −237−38.5% | Reduced |
| TD Private Client Wealth LLC | 382 | $18.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $18.6K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 459 | $21.8K | 0.01% | +459 | New |
| Plante Moran Financial Advisors, LLC | 468 | $22.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 531 | $25.2K | 0.00% | −12−2.2% | Reduced |
| Tower View Investment Management & Research LLC | 618 | $29.0K | 0.02% | +5+0.8% | Added |
| Aquatic Capital Management LLC | 700 | $33.0K | 0.00% | +700 | New |
| First Horizon Advisors, Inc. | 696 | $33.0K | 0.00% | +98+16.4% | Added |
| Clean Yield Group | 750 | $36.8K | 0.02% | −500−40.0% | Reduced |
| VisionPoint Advisory Group, LLC | 781 | $37.1K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 584 | $42.6K | 0.02% | +584 | New |
| KBC Group NV | 937 | $44.0K | 0.00% | −1,135−54.8% | Reduced |
| Metropolitan Life Insurance Co | 1,432 | $68.0K | 0.00% | +70+5.1% | Added |
| State of Wyoming | 1,573 | $74.7K | 0.02% | +423+36.8% | Added |
| US Bancorp | 1,574 | $74.7K | 0.00% | −27−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,849 | $87.8K | 0.00% | +913+97.5% | Added |
| Point72 Asset Management, L.P. | 1,925 | $91.4K | 0.00% | +1,925 | New |
| Covestor Ltd | 2,010 | $95.0K | 0.07% | +102+5.3% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $117.2K | 0.00% | +505+25.7% | Added |
| Harbour Investments, Inc. | 3,080 | $146.2K | 0.01% | +451+17.2% | Added |
| CKW Financial Group | 3,114 | $148.0K | 0.02% | +3,114 | New |
| Quantbot Technologies LP | 4,206 | $199.6K | 0.01% | −1,122−21.1% | Reduced |
| Synovus Financial Corp | 4,268 | $202.6K | 0.00% | +4,268 | New |
| State of Wisconsin Investment Board | 4,314 | $204.7K | 0.00% | +4,314 | New |
| Revisor Wealth Management LLC | 4,465 | $211.9K | 0.18% | +4,465 | New |
| Personal Cfo Solutions, LLC | 4,522 | $214.6K | 0.04% | +4,522 | New |
| Huntington National Bank | 4,541 | $215.5K | 0.00% | +29+0.6% | Added |
| Public Employees Retirement Association of Colorado | 4,574 | $217.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,902 | $232.6K | 0.00% | +1,234+33.6% | Added |
| Handelsbanken Fonder AB | 5,030 | $239.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,158 | $244.8K | 0.00% | +554+12.0% | Added |
| Bank of Montreal | 5,716 | $297.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,348 | $301.3K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $306.1K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 6,450 | $306.1K | 0.06% | +6,450 | New |
| CWM Advisors, LLC | 6,491 | $308.1K | 0.04% | +6,491 | New |
| The PNC Financial Services Group, Inc. | 6,516 | $309.3K | 0.00% | +257+4.1% | Added |
| Captrust Financial Advisors | 6,566 | $311.6K | 0.00% | +6,566 | New |
| New York State Teachers Retirement System | 6,640 | $315.0K | 0.00% | −400−5.7% | Reduced |
| Legato Capital Management LLC | 6,767 | $321.2K | 0.05% | −264−3.8% | Reduced |
| Winton Group Ltd | 7,060 | $335.1K | 0.03% | −1,644−18.9% | Reduced |
| State Board of Administration of Florida Retirement System | 7,092 | $336.6K | 0.00% | +40+0.6% | Added |
| Arizona State Retirement System | 7,242 | $343.7K | 0.00% | −31−0.4% | Reduced |
| Snowden Capital Advisors LLC | 7,312 | $347.0K | 0.01% | +707+10.7% | Added |
| D. E. Shaw & Co., Inc. | 7,322 | $347.5K | 0.00% | +7,322 | New |
| First Republic Investment Management, Inc. | 7,559 | $358.8K | 0.00% | −466−5.8% | Reduced |
| Oregon Public Employees Retirement Fund | 7,613 | $361.3K | 0.00% | −300−3.8% | Reduced |
| Bessemer Group Inc | 7,713 | $366.0K | 0.00% | +1,927+33.3% | Added |
| North Star Investment Management Corp. | 7,715 | $366.2K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 7,855 | $372.8K | 0.00% | −5,818−42.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,103 | $385.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,522 | $404.5K | 0.00% | +8,522 | New |
| State of Tennessee, Treasury Department | 8,614 | $408.8K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,359 | $444.2K | 0.00% | −29,847−76.1% | Reduced |
| Maryland State Retirement & Pension System | 9,368 | $444.6K | 0.01% | −540−5.5% | Reduced |
| CI Private Wealth, LLC | 9,412 | $446.7K | 0.00% | +9,412 | New |
| HRT Financial LP | 9,679 | $459.0K | 0.00% | +183+1.9% | Added |
| Amalgamated Bank | 9,903 | $470.0K | 0.00% | −330−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 9,964 | $472.9K | 0.00% | +3,226+47.9% | Added |
| Jane Street Group, LLC | 9,988 | $474.0K | 0.00% | −2,744−21.6% | Reduced |
| Pathway Financial Advisers, LLC | 10,003 | $474.7K | 0.20% | +10,003 | New |
| Voya Investment Management LLC | 10,179 | $483.1K | 0.00% | +142+1.4% | Added |
| Keybank National Association | 10,579 | $502.1K | 0.00% | +1,490+16.4% | Added |
| Cetera Advisors LLC | 10,605 | $503.3K | 0.01% | +88+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,774 | $511.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,081 | $528.0K | 0.00% | −5,761−34.2% | Reduced |
| Security Financial Services, INC. | 11,472 | $544.5K | 0.15% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,573 | $550.0K | 0.00% | +550+5.0% | Added |
| BKD Wealth Advisors, LLC | 11,822 | $561.1K | 0.02% | −55,435−82.4% | Reduced |
| Ensign Peak Advisors, Inc | 12,000 | $569.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,078 | $573.2K | 0.00% | +232+2.0% | Added |
| Deutsche Bank AG | 12,521 | $594.2K | 0.00% | +2,035+19.4% | Added |