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.

Q4 2023 vs. Q3 2023

How the institutions holding Lakeland Financial Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of LKFN: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	200	4	207	+11
Shares	20.7M	27.5K	21.1M	+355.9K (+1.7%)
Value	$984.2M	$1.30M	$1.37B	+$389.7M (+39.6%)

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Lakeland Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to LKFN in Q4 2023
Institution	Shares	Value	% of portfolio
HSBC Holdings PLC	46,055	$3.02M	0.00%
Smartleaf Asset Management LLC	8,288	$549.7K	0.15%
Jefferies Financial Group Inc.	7,500	$488.7K	0.01%
Goelzer Investment Management, Inc.	5,940	$387.1K	0.02%
ProShare Advisors LLC	4,675	$304.6K	0.00%
Versor Investments LP	4,400	$286.7K	0.06%
Aigen Investment Management, LP	4,322	$281.6K	0.05%
Pathstone Holdings, LLC	4,285	$279.2K	0.00%
Raymond James Financial Services Advisors, Inc.	4,191	$273.1K	0.00%
MGB Wealth Management, LLC	4,027	$262.4K	0.13%
Sapient Capital LLC	3,950	$257.4K	0.01%
Cetera Advisor Networks LLC	3,773	$245.8K	0.00%
Moody National Bank Trust Division	3,588	$233.8K	0.02%
Two Sigma Securities, LLC	3,580	$233.3K	0.01%
Commonwealth Equity Services, LLC	3,414	$222.0K	0.00%
Hancock Whitney Corp	3,100	$202.0K	0.01%
MML Investors Services, LLC	3,089	$201.0K	0.00%
Everence Capital Management Inc	3,090	$201.0K	0.01%
Point72 Middle East FZE	2,552	$166.3K	0.01%
EntryPoint Capital, LLC	1,056	$68.8K	0.07%
SYSTM Wealth Solutions LLC	990	$64.5K	0.01%
GAMMA Investing LLC	899	$60.2K	0.02%
Advisory Services Network, LLC	602	$39.2K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	236	$15.4K	0.00%
Principal Securities, Inc.	147	$9.58K	0.00%
Oakworth Capital, Inc.	40	$2.61K	0.00%
Jones Financial Companies LLLP	39	$2.54K	0.00%
BOK Financial Private Wealth, Inc.	38	$2.48K	0.00%
DiNuzzo Private Wealth, Inc.	2	$131	0.00%
Farther Finance Advisors, LLC	1	$65	0.00%

Sold out (19)

Institutions that held Lakeland Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of LKFN in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Renaissance Technologies LLC	50,251	$2.38M
PDT Partners, LLC	15,937	$756.4K
Cubist Systematic Strategies, LLC	14,894	$706.9K
Algert Global LLC	14,596	$692.7K
HRT Financial LP	9,679	$459.0K
Squarepoint Ops LLC	9,359	$444.2K
D. E. Shaw & Co., Inc.	7,322	$347.5K
Revisor Wealth Management LLC	4,465	$211.9K
Synovus Financial Corp	4,268	$202.6K
Quantbot Technologies LP	4,206	$199.6K
Coppell Advisory Solutions LLC	584	$42.6K
Aquatic Capital Management LLC	700	$33.0K
Plante Moran Financial Advisors, LLC	468	$22.2K
Key Financial Inc	107	$5.08K
Central Trust Co	38	$1.80K
Fisher Asset Management, LLC	38	$1.80K
Simplex Trading, LLC	37	$1.00K
RFP Financial Group LLC	15	$712
Bell Investment Advisors, Inc	7	$333

Not filed for Q4 2023 yet (4)

Institutions that held Lakeland Financial Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LKFN in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Column Capital Advisors, LLC	13,474	$639.5K
First Republic Investment Management, Inc.	7,559	$358.8K
Bedel Financial Consulting Inc	6,450	$306.1K
Steward Financial Group LLC	3	$0