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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 9,334 | $608.0K | 0.00% | −569−5.7% | Reduced |
| HighTower Advisors, LLC | 9,636 | $615.0K | 0.00% | −1,445−13.0% | Reduced |
| Legato Capital Management LLC | 9,475 | $617.4K | 0.08% | +2,708+40.0% | Added |
| Pathway Financial Advisers, LLC | 10,008 | $652.2K | 0.25% | +50.0% | Added |
| Voya Investment Management LLC | 10,143 | $660.9K | 0.00% | −36−0.4% | Reduced |
| Cetera Advisors LLC | 10,704 | $697.5K | 0.01% | +99+0.9% | Added |
| CI Private Wealth, LLC | 11,109 | $723.9K | 0.00% | +1,697+18.0% | Added |
| Voloridge Investment Management, LLC | 11,247 | $732.9K | 0.00% | −42,132−78.9% | Reduced |
| Keybank National Association | 11,344 | $739.2K | 0.00% | +765+7.2% | Added |
| Security Financial Services, INC. | 11,472 | $747.5K | 0.18% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,506 | $749.7K | 0.00% | +732+6.8% | Added |
| ExodusPoint Capital Management, LP | 11,722 | $764.0K | 0.01% | −3,739−24.2% | Reduced |
| BKD Wealth Advisors, LLC | 11,822 | $770.3K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,910 | $776.1K | 0.00% | +3,388+39.8% | Added |
| Advisor Group Holdings, Inc. | 12,093 | $788.4K | 0.00% | −1,824−13.1% | Reduced |
| Deutsche Bank AG | 12,223 | $796.5K | 0.00% | −298−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 12,450 | $811.2K | 0.00% | −273−2.1% | Reduced |
| Yousif Capital Management, LLC | 12,573 | $819.3K | 0.01% | −30−0.2% | Reduced |
| Louisiana State Employees Retirement System | 12,700 | $827.5K | 0.02% | −200−1.6% | Reduced |
| Davenport & Co LLC | 12,728 | $829.4K | 0.01% | −2,199−14.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 12,780 | $832.7K | 0.40% | −2,008−13.6% | Reduced |
| MetLife Investment Management | 13,025 | $848.7K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 13,544 | $882.5K | 0.00% | −115−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 13,650 | $889.4K | 0.00% | +1,650+13.8% | Added |
| Janus Henderson Group PLC | 14,074 | $918.3K | 0.00% | −20−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 14,110 | $919.0K | 0.02% | −1,149−7.5% | Reduced |
| Two Sigma Investments, LP | 14,196 | $925.0K | 0.00% | −48,441−77.3% | Reduced |
| Cetera Investment Advisers | 14,845 | $967.3K | 0.01% | −898−5.7% | Reduced |
| Jane Street Group, LLC | 15,541 | $1.01M | 0.00% | +5,553+55.6% | Added |
| State of Alaska, Department of Revenue | 15,646 | $1.02M | 0.01% | −189−1.2% | Reduced |
| Susquehanna International Group, LLP | 16,020 | $1.04M | 0.00% | +3,942+32.6% | Added |
| Uncommon Cents Investing LLC | 16,076 | $1.05M | 0.35% | −994−5.8% | Reduced |
| Price T Rowe Associates Inc | 16,182 | $1.05M | 0.00% | +4,609+39.8% | Added |
| Comerica Bank | 16,877 | $1.10M | 0.01% | +277+1.7% | Added |
| KFG Wealth Management, LLC | 17,527 | $1.14M | 0.52% | −5,000−22.2% | Reduced |
| Assenagon Asset Management S.A. | 18,211 | $1.19M | 0.00% | −52,632−74.3% | Reduced |
| Balyasny Asset Management LLC | 18,508 | $1.21M | 0.00% | +3,024+19.5% | Added |
| New York State Common Retirement Fund | 19,168 | $1.25M | 0.00% | +2,598+15.7% | Added |
| Truist Financial Corp | 20,078 | $1.31M | 0.00% | −2,088−9.4% | Reduced |
| Great West Life Assurance Co | 20,421 | $1.33M | 0.00% | −1,916−8.6% | Reduced |
| Russell Investments Group, Ltd. | 20,683 | $1.35M | 0.00% | +4,468+27.6% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.41M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 21,970 | $1.43M | 0.01% | +370+1.7% | Added |
| Albert D Mason Inc | 22,403 | $1.46M | 0.97% | −29−0.1% | Reduced |
| Millennium Management LLC | 22,603 | $1.47M | 0.00% | −122,396−84.4% | Reduced |
| Thrivent Financial for Lutherans | 22,662 | $1.48M | 0.00% | −604−2.6% | Reduced |
| Heartland Advisors Inc | 23,699 | $1.54M | 0.08% | −1,433−5.7% | Reduced |
| Two Sigma Advisers, LP | 25,600 | $1.67M | 0.00% | −25,700−50.1% | Reduced |
| California State Teachers Retirement System | 26,736 | $1.74M | 0.00% | −1,226−4.4% | Reduced |
| SEI Investments Co | 26,770 | $1.74M | 0.00% | +4,185+18.5% | Added |
| Rafferty Asset Management, LLC | 27,782 | $1.81M | 0.01% | +8,218+42.0% | Added |
| UBS Group AG | 30,494 | $1.99M | 0.00% | +22,639+288.2% | Added |
| Alliancebernstein L.P. | 30,730 | $2.00M | 0.00% | +1,100+3.7% | Added |
| Bridge City Capital, LLC | 31,161 | $2.03M | 0.79% | +11,488+58.4% | Added |
| Citigroup Inc | 32,089 | $2.09M | 0.00% | +11,504+55.9% | Added |
| Sym Financial Corp | 32,529 | $2.12M | 0.34% | 00.0% | Unchanged |
| Prudential Financial Inc | 35,030 | $2.28M | 0.00% | −216−0.6% | Reduced |
| Credit Suisse AG | 39,029 | $2.54M | 0.00% | +15,054+62.8% | Added |
| Raymond James & Associates | 40,160 | $2.62M | 0.00% | +698+1.8% | Added |
| JPMorgan Chase & Co | 45,712 | $2.98M | 0.00% | −73,694−61.7% | Reduced |
| HSBC Holdings PLC | 46,055 | $3.02M | 0.00% | +46,055 | New |
| Aptus Capital Advisors, LLC | 46,713 | $3.04M | 0.09% | −545−1.2% | Reduced |
| Royal Bank of Canada | 49,358 | $3.22M | 0.00% | +4,173+9.2% | Added |
| Swiss National Bank | 50,150 | $3.27M | 0.00% | −5,800−10.4% | Reduced |
| 1st Source Bank | 50,254 | $3.27M | 0.20% | −1,710−3.3% | Reduced |
| Public Sector Pension Investment Board | 52,780 | $3.44M | 0.03% | +21,345+67.9% | Added |
| LPL Financial LLC | 54,029 | $3.52M | 0.00% | +1,045+2.0% | Added |
| Barclays PLC | 54,723 | $3.57M | 0.00% | +16,397+42.8% | Added |
| John W. Rosenthal Capital Management, Inc. | 59,939 | $3.91M | 4.46% | −3,685−5.8% | Reduced |
| Stifel Financial Corp | 67,001 | $4.37M | 0.01% | −1,424−2.1% | Reduced |
| Invesco Ltd. | 67,798 | $4.42M | 0.00% | +8,477+14.3% | Added |
| FMR LLC | 68,504 | $4.46M | 0.00% | −6,292−8.4% | Reduced |
| Legal & General Group Plc | 71,685 | $4.67M | 0.00% | −795−1.1% | Reduced |
| Rhumbline Advisers | 91,900 | $5.99M | 0.01% | +1,570+1.7% | Added |
| Kennedy Capital Management, Inc. | 93,787 | $6.11M | 0.13% | −19,327−17.1% | Reduced |
| Nuveen Asset Management, LLC | 100,249 | $6.53M | 0.00% | +669+0.7% | Added |
| American Century Companies Inc | 114,434 | $7.46M | 0.01% | +8,731+8.3% | Added |
| First Trust Advisors LP | 115,128 | $7.50M | 0.01% | +34,300+42.4% | Added |
| Bank of America Corp | 118,437 | $7.72M | 0.00% | +13,230+12.6% | Added |
| Principal Financial Group Inc | 132,470 | $8.63M | 0.01% | −4,516−3.3% | Reduced |
| Segall Bryant & Hamill, LLC | 137,667 | $8.97M | 0.17% | −1,994−1.4% | Reduced |
| Eagle Asset Management Inc | 145,447 | $9.48M | 0.05% | +73,045+100.9% | Added |
| Monarch Capital Management Inc | 163,505 | $10.7M | 3.23% | −3,591−2.1% | Reduced |
| Wells Fargo & Company | 170,508 | $11.1M | 0.00% | −3,852−2.2% | Reduced |
| Timucuan Asset Management Inc | 187,161 | $12.2M | 0.43% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 204,778 | $13.3M | 0.37% | −41,876−17.0% | Reduced |
| Natixis Advisors, L.P. | 219,097 | $14.3M | 0.04% | +87,300+66.2% | Added |
| Envestnet Asset Management Inc | 221,200 | $14.4M | 0.01% | +18,774+9.3% | Added |
| Morgan Stanley | 222,582 | $14.5M | 0.00% | +25,381+12.9% | Added |
| Bank of New York Mellon Corp | 239,762 | $15.6M | 0.00% | −11,356−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 263,434 | $17.2M | 0.00% | +12,486+5.0% | Added |
| Boston Trust Walden Corp | 339,586 | $22.1M | 0.17% | +16,823+5.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 347,485 | $22.6M | 0.11% | −1,519−0.4% | Reduced |
| Goldman Sachs Group Inc | 357,088 | $23.3M | 0.01% | −20,324−5.4% | Reduced |
| Ameriprise Financial Inc | 369,262 | $24.1M | 0.01% | −53,392−12.6% | Reduced |
| Northern Trust Corp | 502,396 | $32.7M | 0.01% | +39,162+8.5% | Added |
| Neumeier Poma Investment Counsel LLC | 547,457 | $35.7M | 3.18% | +245,825+81.5% | Added |
| Geode Capital Management, LLC | 560,037 | $36.5M | 0.00% | +25,234+4.7% | Added |
| Copeland Capital Management, LLC | 728,974 | $47.5M | 0.95% | −7,611−1.0% | Reduced |
| Dimensional Fund Advisors LP | 781,429 | $50.9M | 0.01% | +10,595+1.4% | Added |