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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $65 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $131 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 4 | $261 | 0.00% | +2+100.0% | Added |
| Abound Wealth Management | 6 | $391 | 0.00% | −3−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $522 | 0.00% | +6+300.0% | Added |
| Farmers & Merchants Investments Inc | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.76K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 38 | $2.48K | 0.00% | +38 | New |
| Jones Financial Companies LLLP | 39 | $2.54K | 0.00% | +39 | New |
| Oakworth Capital, Inc. | 40 | $2.61K | 0.00% | +40 | New |
| Bokf, NA | 43 | $2.80K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $3.98K | 0.00% | −24−28.2% | Reduced |
| Institutional & Family Asset Management, LLC | 66 | $4.30K | 0.00% | −9−12.0% | Reduced |
| Massmutual Trust Co FSB | 82 | $5.34K | 0.00% | −5−5.7% | Reduced |
| Hantz Financial Services, Inc. | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 114 | $7.43K | 0.00% | +11+10.7% | Added |
| Fifth Third Bancorp | 134 | $8.73K | 0.00% | −48−26.4% | Reduced |
| Principal Securities, Inc. | 147 | $9.58K | 0.00% | +147 | New |
| Global Retirement Partners, LLC | 224 | $13.8K | 0.00% | −130−36.7% | Reduced |
| Ronald Blue Trust, Inc. | 325 | $15.0K | 0.00% | +41+14.4% | Added |
| Public Employees Retirement System of Ohio | 235 | $15.3K | 0.00% | +16+7.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 236 | $15.4K | 0.00% | +236 | New |
| CWM, LLC | 248 | $16.0K | 0.00% | −131−34.6% | Reduced |
| GWM Advisors LLC | 281 | $18.3K | 0.00% | +262+1,378.9% | Added |
| TD Private Client Wealth LLC | 382 | $24.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $25.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 459 | $29.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 510 | $33.2K | 0.00% | −21−4.0% | Reduced |
| Point72 Asset Management, L.P. | 600 | $39.1K | 0.00% | −1,325−68.8% | Reduced |
| Advisory Services Network, LLC | 602 | $39.2K | 0.00% | +602 | New |
| SRS Capital Advisors, Inc. | 629 | $41.0K | 0.00% | +492+359.1% | Added |
| Tower View Investment Management & Research LLC | 623 | $41.0K | 0.03% | +5+0.8% | Added |
| First Horizon Advisors, Inc. | 727 | $47.4K | 0.00% | +31+4.5% | Added |
| Clean Yield Group | 750 | $48.9K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 781 | $50.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 899 | $60.2K | 0.02% | +899 | New |
| KBC Group NV | 937 | $61.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 990 | $64.5K | 0.01% | +990 | New |
| EntryPoint Capital, LLC | 1,056 | $68.8K | 0.07% | +1,056 | New |
| Nisa Investment Advisors, LLC | 1,214 | $79.1K | 0.00% | +1,202+10,016.7% | Added |
| Metropolitan Life Insurance Co | 1,432 | $93.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,575 | $102.7K | 0.00% | +1+0.1% | Added |
| State of Wyoming | 1,851 | $120.6K | 0.02% | +278+17.7% | Added |
| Covestor Ltd | 2,004 | $131.0K | 0.09% | −6−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,469 | $160.9K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,552 | $166.3K | 0.01% | +2,552 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,600 | $169.4K | 0.00% | −13,400−83.8% | Reduced |
| Harbour Investments, Inc. | 2,732 | $178.0K | 0.01% | −348−11.3% | Reduced |
| SG Americas Securities, LLC | 2,922 | $190.0K | 0.00% | −10,883−78.8% | Reduced |
| MML Investors Services, LLC | 3,089 | $201.0K | 0.00% | +3,089 | New |
| Everence Capital Management Inc | 3,090 | $201.0K | 0.01% | +3,090 | New |
| Hancock Whitney Corp | 3,100 | $202.0K | 0.01% | +3,100 | New |
| CKW Financial Group | 3,133 | $204.0K | 0.03% | +19+0.6% | Added |
| Commonwealth Equity Services, LLC | 3,414 | $222.0K | 0.00% | +3,414 | New |
| Two Sigma Securities, LLC | 3,580 | $233.3K | 0.01% | +3,580 | New |
| Moody National Bank Trust Division | 3,588 | $233.8K | 0.02% | +3,588 | New |
| Cetera Advisor Networks LLC | 3,773 | $245.8K | 0.00% | +3,773 | New |
| Public Employees Retirement Association of Colorado | 3,930 | $256.0K | 0.00% | −644−14.1% | Reduced |
| Sapient Capital LLC | 3,950 | $257.4K | 0.01% | +3,950 | New |
| MGB Wealth Management, LLC | 4,027 | $262.4K | 0.13% | +4,027 | New |
| Raymond James Financial Services Advisors, Inc. | 4,191 | $273.1K | 0.00% | +4,191 | New |
| Pathstone Holdings, LLC | 4,285 | $279.2K | 0.00% | +4,285 | New |
| Aigen Investment Management, LP | 4,322 | $281.6K | 0.05% | +4,322 | New |
| Versor Investments LP | 4,400 | $286.7K | 0.06% | +4,400 | New |
| Mutual of America Capital Management LLC | 4,451 | $290.0K | 0.00% | −33,298−88.2% | Reduced |
| Huntington National Bank | 4,512 | $294.0K | 0.00% | −29−0.6% | Reduced |
| Gsa Capital Partners LLP | 4,531 | $295.0K | 0.02% | −18,670−80.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,534 | $295.5K | 0.05% | +12+0.3% | Added |
| The PNC Financial Services Group, Inc. | 4,666 | $304.0K | 0.00% | −1,850−28.4% | Reduced |
| ProShare Advisors LLC | 4,675 | $304.6K | 0.00% | +4,675 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,902 | $319.4K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,030 | $328.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,488 | $357.6K | 0.00% | −11,515−67.7% | Reduced |
| Cresset Asset Management, LLC | 5,543 | $361.2K | 0.00% | +385+7.5% | Added |
| CWM Advisors, LLC | 5,884 | $383.4K | 0.04% | −607−9.4% | Reduced |
| Goelzer Investment Management, Inc. | 5,940 | $387.1K | 0.02% | +5,940 | New |
| Bank of Montreal | 5,889 | $394.3K | 0.00% | +173+3.0% | Added |
| Captrust Financial Advisors | 6,342 | $413.2K | 0.00% | −224−3.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,348 | $413.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,429 | $418.9K | 0.01% | +4,580+247.7% | Added |
| Bedel Financial Consulting, Inc. | 6,450 | $420.3K | 0.08% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,640 | $433.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,773 | $441.3K | 0.00% | −3,191−32.0% | Reduced |
| State Board of Administration of Florida Retirement System | 7,092 | $462.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,110 | $463.3K | 0.00% | −132−1.8% | Reduced |
| Snowden Capital Advisors LLC | 7,193 | $468.7K | 0.02% | −119−1.6% | Reduced |
| Winton Group Ltd | 7,234 | $471.4K | 0.03% | +174+2.5% | Added |
| Oregon Public Employees Retirement Fund | 7,456 | $485.8K | 0.01% | −157−2.1% | Reduced |
| Jefferies Financial Group Inc. | 7,500 | $488.7K | 0.01% | +7,500 | New |
| North Star Investment Management Corp. | 7,715 | $502.7K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,713 | $503.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,103 | $528.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,288 | $549.7K | 0.15% | +8,288 | New |
| State of Wisconsin Investment Board | 8,611 | $561.1K | 0.00% | +4,297+99.6% | Added |
| State of Tennessee, Treasury Department | 8,614 | $561.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,617 | $561.5K | 0.00% | −9,067−51.3% | Reduced |
| Maryland State Retirement & Pension System | 9,243 | $602.3K | 0.01% | −125−1.3% | Reduced |
| Tudor Investment Corp Et Al | 9,325 | $607.6K | 0.01% | −12,942−58.1% | Reduced |