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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 12,603 | $598.1K | 0.01% | −949−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 12,723 | $603.8K | 0.00% | +2,635+26.1% | Added |
| Louisiana State Employees Retirement System | 12,900 | $612.2K | 0.01% | −400−3.0% | Reduced |
| MetLife Investment Management | 13,025 | $618.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 13,474 | $639.5K | 0.09% | −44−0.3% | Reduced |
| American International Group, Inc. | 13,659 | $648.3K | 0.00% | +286+2.1% | Added |
| SG Americas Securities, LLC | 13,805 | $655.0K | 0.01% | +13,805 | New |
| Advisor Group Holdings, Inc. | 13,917 | $660.8K | 0.00% | −1,665−10.7% | Reduced |
| Janus Henderson Group PLC | 14,094 | $668.6K | 0.00% | +10.0% | Added |
| Algert Global LLC | 14,596 | $692.7K | 0.03% | −21,040−59.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,788 | $701.8K | 0.38% | −1,026−6.5% | Reduced |
| Cubist Systematic Strategies, LLC | 14,894 | $706.9K | 0.01% | −22,160−59.8% | Reduced |
| Davenport & Co LLC | 14,927 | $708.4K | 0.01% | +327+2.2% | Added |
| Illinois Municipal Retirement Fund | 15,259 | $724.0K | 0.01% | +15,259 | New |
| ExodusPoint Capital Management, LP | 15,461 | $734.0K | 0.01% | −4,939−24.2% | Reduced |
| Balyasny Asset Management LLC | 15,484 | $734.9K | 0.00% | −9,827−38.8% | Reduced |
| Cetera Investment Advisers | 15,743 | $747.2K | 0.01% | −62,164−79.8% | Reduced |
| State of Alaska, Department of Revenue | 15,835 | $751.0K | 0.01% | −898−5.4% | Reduced |
| PDT Partners, LLC | 15,937 | $756.4K | 0.10% | −7,421−31.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,000 | $759.0K | 0.00% | −3,300−17.1% | Reduced |
| Russell Investments Group, Ltd. | 16,215 | $769.6K | 0.00% | −1,800−10.0% | Reduced |
| New York State Common Retirement Fund | 16,570 | $786.4K | 0.00% | −17,706−51.7% | Reduced |
| Comerica Bank | 16,600 | $787.8K | 0.00% | +16,600 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,003 | $807.0K | 0.01% | −11,743−40.9% | Reduced |
| Uncommon Cents Investing LLC | 17,070 | $810.2K | 0.30% | −500−2.8% | Reduced |
| Citadel Advisors LLC | 17,684 | $839.3K | 0.00% | −28,083−61.4% | Reduced |
| Rafferty Asset Management, LLC | 19,564 | $928.5K | 0.01% | −8,195−29.5% | Reduced |
| Bridge City Capital, LLC | 19,673 | $933.7K | 0.47% | −130−0.7% | Reduced |
| Citigroup Inc | 20,585 | $977.0K | 0.00% | −14,277−41.0% | Reduced |
| UBS Asset Management Americas Inc | 21,592 | $1.02M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 21,600 | $1.03M | 0.01% | −792−3.5% | Reduced |
| Truist Financial Corp | 22,166 | $1.05M | 0.00% | −1,035−4.5% | Reduced |
| Tudor Investment Corp Et Al | 22,267 | $1.06M | 0.02% | +22,267 | New |
| Great West Life Assurance Co | 22,337 | $1.06M | 0.00% | +38+0.2% | Added |
| Albert D Mason Inc | 22,432 | $1.06M | 0.77% | −355−1.6% | Reduced |
| KFG Wealth Management, LLC | 22,527 | $1.07M | 0.58% | 00.0% | Unchanged |
| SEI Investments Co | 22,585 | $1.07M | 0.00% | +3,614+19.1% | Added |
| Gsa Capital Partners LLP | 23,201 | $1.10M | 0.09% | +12,556+118.0% | Added |
| Thrivent Financial for Lutherans | 23,266 | $1.10M | 0.00% | −1,062−4.4% | Reduced |
| Credit Suisse AG | 23,975 | $1.14M | 0.00% | −699−2.8% | Reduced |
| Heartland Advisors Inc | 25,132 | $1.19M | 0.07% | +25,132 | New |
| California State Teachers Retirement System | 27,962 | $1.33M | 0.00% | −2,389−7.9% | Reduced |
| Alliancebernstein L.P. | 29,630 | $1.41M | 0.00% | −1,942−6.2% | Reduced |
| Public Sector Pension Investment Board | 31,435 | $1.49M | 0.01% | −13,706−30.4% | Reduced |
| Sym Financial Corp | 32,529 | $1.54M | 0.27% | +32,529 | New |
| Prudential Financial Inc | 35,246 | $1.67M | 0.00% | −1,116−3.1% | Reduced |
| Mutual of America Capital Management LLC | 37,749 | $1.79M | 0.02% | −2,491−6.2% | Reduced |
| Barclays PLC | 38,326 | $1.82M | 0.00% | −1,218−3.1% | Reduced |
| Raymond James & Associates | 39,462 | $1.87M | 0.00% | −377−0.9% | Reduced |
| Royal Bank of Canada | 45,185 | $2.15M | 0.00% | +8,168+22.1% | Added |
| Aptus Capital Advisors, LLC | 47,258 | $2.24M | 0.07% | −9,613−16.9% | Reduced |
| Renaissance Technologies LLC | 50,251 | $2.38M | 0.00% | +900+1.8% | Added |
| Two Sigma Advisers, LP | 51,300 | $2.43M | 0.01% | +1,200+2.4% | Added |
| 1st Source Bank | 51,964 | $2.47M | 0.17% | −950−1.8% | Reduced |
| LPL Financial LLC | 52,984 | $2.51M | 0.00% | +5,667+12.0% | Added |
| Voloridge Investment Management, LLC | 53,379 | $2.53M | 0.01% | +6,898+14.8% | Added |
| Swiss National Bank | 55,950 | $2.66M | 0.00% | −500−0.9% | Reduced |
| Invesco Ltd. | 59,321 | $2.82M | 0.00% | −75,938−56.1% | Reduced |
| Two Sigma Investments, LP | 62,637 | $2.97M | 0.01% | −2,367−3.6% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 63,624 | $3.02M | 4.06% | −4,100−6.1% | Reduced |
| Stifel Financial Corp | 68,425 | $3.25M | 0.00% | +7,787+12.8% | Added |
| Assenagon Asset Management S.A. | 70,843 | $3.36M | 0.01% | +14,357+25.4% | Added |
| Eagle Asset Management Inc | 72,402 | $3.44M | 0.02% | +426+0.6% | Added |
| Legal & General Group Plc | 72,480 | $3.44M | 0.00% | +1,340+1.9% | Added |
| FMR LLC | 74,796 | $3.55M | 0.00% | +16,593+28.5% | Added |
| First Trust Advisors LP | 80,828 | $3.84M | 0.00% | +17,310+27.3% | Added |
| Rhumbline Advisers | 90,330 | $4.29M | 0.00% | −463−0.5% | Reduced |
| Nuveen Asset Management, LLC | 99,580 | $4.73M | 0.00% | +18,062+22.2% | Added |
| Bank of America Corp | 105,207 | $4.99M | 0.00% | −1,880−1.8% | Reduced |
| American Century Companies Inc | 105,703 | $5.02M | 0.00% | +16,279+18.2% | Added |
| Kennedy Capital Management, Inc. | 113,114 | $5.37M | 0.13% | +32,912+41.0% | Added |
| JPMorgan Chase & Co | 119,406 | $5.67M | 0.00% | +6,644+5.9% | Added |
| Natixis Advisors, L.P. | 131,797 | $6.25M | 0.02% | −71,826−35.3% | Reduced |
| Principal Financial Group Inc | 136,986 | $6.50M | 0.00% | −7,521−5.2% | Reduced |
| Segall Bryant & Hamill, LLC | 139,661 | $6.63M | 0.08% | −30,723−18.0% | Reduced |
| Millennium Management LLC | 144,999 | $6.88M | 0.01% | +27,586+23.5% | Added |
| Monarch Capital Management Inc | 167,096 | $7.93M | 2.55% | −1,075−0.6% | Reduced |
| Wells Fargo & Company | 174,360 | $8.28M | 0.00% | −10,113−5.5% | Reduced |
| Timucuan Asset Management Inc | 187,161 | $8.88M | 0.36% | +10,650+6.0% | Added |
| Morgan Stanley | 197,201 | $9.36M | 0.00% | −7,105−3.5% | Reduced |
| Envestnet Asset Management Inc | 202,426 | $9.61M | 0.00% | +72,570+55.9% | Added |
| NFJ Investment Group, LLC | 246,654 | $11.7M | 0.34% | −14,053−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 250,948 | $11.9M | 0.00% | +11,760+4.9% | Added |
| Bank of New York Mellon Corp | 251,118 | $11.9M | 0.00% | −6,462−2.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 301,632 | $14.3M | 1.40% | +9,840+3.4% | Added |
| Boston Trust Walden Corp | 322,763 | $15.3M | 0.13% | +7,056+2.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 349,004 | $16.6M | 0.10% | −1,370−0.4% | Reduced |
| Goldman Sachs Group Inc | 377,412 | $17.9M | 0.00% | −104,635−21.7% | Reduced |
| Ameriprise Financial Inc | 422,654 | $20.1M | 0.01% | −7,936−1.8% | Reduced |
| Northern Trust Corp | 463,234 | $22.0M | 0.00% | +12,618+2.8% | Added |
| Geode Capital Management, LLC | 534,803 | $25.4M | 0.00% | +18,616+3.6% | Added |
| Copeland Capital Management, LLC | 736,585 | $35.0M | 0.75% | +185,217+33.6% | Added |
| Dimensional Fund Advisors LP | 770,834 | $36.6M | 0.01% | −4,093−0.5% | Reduced |
| Silvercrest Asset Management Group LLC | 877,847 | $41.7M | 0.32% | +139,730+18.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,013,340 | $48.1M | 0.14% | −48,517−4.6% | Reduced |
| State Street Corp | 1,125,485 | $53.4M | 0.00% | −75,932−6.3% | Reduced |
| Neuberger Berman Group LLC | 1,186,549 | $56.3M | 0.05% | −77,278−6.1% | Reduced |
| Victory Capital Management Inc | 1,452,481 | $68.9M | 0.08% | +300,747+26.1% | Added |
| Vanguard Group Inc | 1,804,826 | $85.7M | 0.00% | +2,591+0.1% | Added |
| BlackRock Inc. | 3,669,833 | $174.2M | 0.01% | +69,841+1.9% | Added |