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