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, Q4 2023
Institutional positions in Lakeland Financial Corp as of Dec 31, 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
- 207
- +11 vs. Q3 2023
- Shares held
- 21.1M
- +355.9K (+1.7%) vs. Q3 2023
- Total value
- $1.37B
- +$389.7M (+39.6%) vs. Q3 2023
- New holders
- 30
- 67 more added
- Sold out
- 19
- 80 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,704,496 | $241.4M | 0.01% | +34,663+0.9% | Added |
| Vanguard Group Inc | 1,847,688 | $120.4M | 0.00% | +42,862+2.4% | Added |
| Victory Capital Management Inc | 1,627,094 | $106.0M | 0.11% | +174,613+12.0% | Added |
| State Street Corp | 1,219,323 | $79.5M | 0.00% | +93,838+8.3% | Added |
| Neuberger Berman Group LLC | 1,174,114 | $76.5M | 0.07% | −12,435−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 960,918 | $62.6M | 0.16% | −52,422−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 876,385 | $57.1M | 0.40% | −1,462−0.2% | Reduced |
| Dimensional Fund Advisors LP | 781,429 | $50.9M | 0.01% | +10,595+1.4% | Added |
| Copeland Capital Management, LLC | 728,974 | $47.5M | 0.95% | −7,611−1.0% | Reduced |
| Geode Capital Management, LLC | 560,037 | $36.5M | 0.00% | +25,234+4.7% | Added |
| Neumeier Poma Investment Counsel LLC | 547,457 | $35.7M | 3.18% | +245,825+81.5% | Added |
| Northern Trust Corp | 502,396 | $32.7M | 0.01% | +39,162+8.5% | Added |
| Ameriprise Financial Inc | 369,262 | $24.1M | 0.01% | −53,392−12.6% | Reduced |
| Goldman Sachs Group Inc | 357,088 | $23.3M | 0.01% | −20,324−5.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 347,485 | $22.6M | 0.11% | −1,519−0.4% | Reduced |
| Boston Trust Walden Corp | 339,586 | $22.1M | 0.17% | +16,823+5.2% | Added |
| Charles Schwab Investment Management Inc | 263,434 | $17.2M | 0.00% | +12,486+5.0% | Added |
| Bank of New York Mellon Corp | 239,762 | $15.6M | 0.00% | −11,356−4.5% | Reduced |
| Morgan Stanley | 222,582 | $14.5M | 0.00% | +25,381+12.9% | Added |
| Envestnet Asset Management Inc | 221,200 | $14.4M | 0.01% | +18,774+9.3% | Added |
| Natixis Advisors, L.P. | 219,097 | $14.3M | 0.04% | +87,300+66.2% | Added |
| NFJ Investment Group, LLC | 204,778 | $13.3M | 0.37% | −41,876−17.0% | Reduced |
| Timucuan Asset Management Inc | 187,161 | $12.2M | 0.43% | 00.0% | Unchanged |
| Wells Fargo & Company | 170,508 | $11.1M | 0.00% | −3,852−2.2% | Reduced |
| Monarch Capital Management Inc | 163,505 | $10.7M | 3.23% | −3,591−2.1% | Reduced |
| Eagle Asset Management Inc | 145,447 | $9.48M | 0.05% | +73,045+100.9% | Added |
| Segall Bryant & Hamill, LLC | 137,667 | $8.97M | 0.17% | −1,994−1.4% | Reduced |
| Principal Financial Group Inc | 132,470 | $8.63M | 0.01% | −4,516−3.3% | Reduced |
| Bank of America Corp | 118,437 | $7.72M | 0.00% | +13,230+12.6% | Added |
| First Trust Advisors LP | 115,128 | $7.50M | 0.01% | +34,300+42.4% | Added |
| American Century Companies Inc | 114,434 | $7.46M | 0.01% | +8,731+8.3% | Added |
| Nuveen Asset Management, LLC | 100,249 | $6.53M | 0.00% | +669+0.7% | Added |
| Kennedy Capital Management, Inc. | 93,787 | $6.11M | 0.13% | −19,327−17.1% | Reduced |
| Rhumbline Advisers | 91,900 | $5.99M | 0.01% | +1,570+1.7% | Added |
| Legal & General Group Plc | 71,685 | $4.67M | 0.00% | −795−1.1% | Reduced |
| FMR LLC | 68,504 | $4.46M | 0.00% | −6,292−8.4% | Reduced |
| Invesco Ltd. | 67,798 | $4.42M | 0.00% | +8,477+14.3% | Added |
| Stifel Financial Corp | 67,001 | $4.37M | 0.01% | −1,424−2.1% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 59,939 | $3.91M | 4.46% | −3,685−5.8% | Reduced |
| Barclays PLC | 54,723 | $3.57M | 0.00% | +16,397+42.8% | Added |
| LPL Financial LLC | 54,029 | $3.52M | 0.00% | +1,045+2.0% | Added |
| Public Sector Pension Investment Board | 52,780 | $3.44M | 0.03% | +21,345+67.9% | Added |
| 1st Source Bank | 50,254 | $3.27M | 0.20% | −1,710−3.3% | Reduced |
| Swiss National Bank | 50,150 | $3.27M | 0.00% | −5,800−10.4% | Reduced |
| Royal Bank of Canada | 49,358 | $3.22M | 0.00% | +4,173+9.2% | Added |
| Aptus Capital Advisors, LLC | 46,713 | $3.04M | 0.09% | −545−1.2% | Reduced |
| HSBC Holdings PLC | 46,055 | $3.02M | 0.00% | +46,055 | New |
| JPMorgan Chase & Co | 45,712 | $2.98M | 0.00% | −73,694−61.7% | Reduced |
| Raymond James & Associates | 40,160 | $2.62M | 0.00% | +698+1.8% | Added |
| Credit Suisse AG | 39,029 | $2.54M | 0.00% | +15,054+62.8% | Added |
| Prudential Financial Inc | 35,030 | $2.28M | 0.00% | −216−0.6% | Reduced |
| Sym Financial Corp | 32,529 | $2.12M | 0.34% | 00.0% | Unchanged |
| Citigroup Inc | 32,089 | $2.09M | 0.00% | +11,504+55.9% | Added |
| Bridge City Capital, LLC | 31,161 | $2.03M | 0.79% | +11,488+58.4% | Added |
| Alliancebernstein L.P. | 30,730 | $2.00M | 0.00% | +1,100+3.7% | Added |
| UBS Group AG | 30,494 | $1.99M | 0.00% | +22,639+288.2% | Added |
| Rafferty Asset Management, LLC | 27,782 | $1.81M | 0.01% | +8,218+42.0% | Added |
| SEI Investments Co | 26,770 | $1.74M | 0.00% | +4,185+18.5% | Added |
| California State Teachers Retirement System | 26,736 | $1.74M | 0.00% | −1,226−4.4% | Reduced |
| Two Sigma Advisers, LP | 25,600 | $1.67M | 0.00% | −25,700−50.1% | Reduced |
| Heartland Advisors Inc | 23,699 | $1.54M | 0.08% | −1,433−5.7% | Reduced |
| Thrivent Financial for Lutherans | 22,662 | $1.48M | 0.00% | −604−2.6% | Reduced |
| Millennium Management LLC | 22,603 | $1.47M | 0.00% | −122,396−84.4% | Reduced |
| Albert D Mason Inc | 22,403 | $1.46M | 0.97% | −29−0.1% | Reduced |
| Texas Permanent School Fund | 21,970 | $1.43M | 0.01% | +370+1.7% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.41M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,683 | $1.35M | 0.00% | +4,468+27.6% | Added |
| Great West Life Assurance Co | 20,421 | $1.33M | 0.00% | −1,916−8.6% | Reduced |
| Truist Financial Corp | 20,078 | $1.31M | 0.00% | −2,088−9.4% | Reduced |
| New York State Common Retirement Fund | 19,168 | $1.25M | 0.00% | +2,598+15.7% | Added |
| Balyasny Asset Management LLC | 18,508 | $1.21M | 0.00% | +3,024+19.5% | Added |
| Assenagon Asset Management S.A. | 18,211 | $1.19M | 0.00% | −52,632−74.3% | Reduced |
| KFG Wealth Management, LLC | 17,527 | $1.14M | 0.52% | −5,000−22.2% | Reduced |
| Comerica Bank | 16,877 | $1.10M | 0.01% | +277+1.7% | Added |
| Price T Rowe Associates Inc | 16,182 | $1.05M | 0.00% | +4,609+39.8% | Added |
| Uncommon Cents Investing LLC | 16,076 | $1.05M | 0.35% | −994−5.8% | Reduced |
| Susquehanna International Group, LLP | 16,020 | $1.04M | 0.00% | +3,942+32.6% | Added |
| State of Alaska, Department of Revenue | 15,646 | $1.02M | 0.01% | −189−1.2% | Reduced |
| Jane Street Group, LLC | 15,541 | $1.01M | 0.00% | +5,553+55.6% | Added |
| Cetera Investment Advisers | 14,845 | $967.3K | 0.01% | −898−5.7% | Reduced |
| Two Sigma Investments, LP | 14,196 | $925.0K | 0.00% | −48,441−77.3% | Reduced |
| Illinois Municipal Retirement Fund | 14,110 | $919.0K | 0.02% | −1,149−7.5% | Reduced |
| Janus Henderson Group PLC | 14,074 | $918.3K | 0.00% | −20−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 13,650 | $889.4K | 0.00% | +1,650+13.8% | Added |
| American International Group, Inc. | 13,544 | $882.5K | 0.00% | −115−0.8% | Reduced |
| MetLife Investment Management | 13,025 | $848.7K | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 12,780 | $832.7K | 0.40% | −2,008−13.6% | Reduced |
| Davenport & Co LLC | 12,728 | $829.4K | 0.01% | −2,199−14.7% | Reduced |
| Louisiana State Employees Retirement System | 12,700 | $827.5K | 0.02% | −200−1.6% | Reduced |
| Yousif Capital Management, LLC | 12,573 | $819.3K | 0.01% | −30−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 12,450 | $811.2K | 0.00% | −273−2.1% | Reduced |
| Deutsche Bank AG | 12,223 | $796.5K | 0.00% | −298−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,093 | $788.4K | 0.00% | −1,824−13.1% | Reduced |
| AQR Capital Management LLC | 11,910 | $776.1K | 0.00% | +3,388+39.8% | Added |
| BKD Wealth Advisors, LLC | 11,822 | $770.3K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,722 | $764.0K | 0.01% | −3,739−24.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,506 | $749.7K | 0.00% | +732+6.8% | Added |
| Security Financial Services, INC. | 11,472 | $747.5K | 0.18% | 00.0% | Unchanged |
| Keybank National Association | 11,344 | $739.2K | 0.00% | +765+7.2% | Added |
| Voloridge Investment Management, LLC | 11,247 | $732.9K | 0.00% | −42,132−78.9% | Reduced |