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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 11,109 | $723.9K | 0.00% | +1,697+18.0% | Added |
| Cetera Advisors LLC | 10,704 | $697.5K | 0.01% | +99+0.9% | Added |
| Voya Investment Management LLC | 10,143 | $660.9K | 0.00% | −36−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 10,008 | $652.2K | 0.25% | +50.0% | Added |
| Legato Capital Management LLC | 9,475 | $617.4K | 0.08% | +2,708+40.0% | Added |
| HighTower Advisors, LLC | 9,636 | $615.0K | 0.00% | −1,445−13.0% | Reduced |
| Amalgamated Bank | 9,334 | $608.0K | 0.00% | −569−5.7% | Reduced |
| Tudor Investment Corp Et Al | 9,325 | $607.6K | 0.01% | −12,942−58.1% | Reduced |
| Maryland State Retirement & Pension System | 9,243 | $602.3K | 0.01% | −125−1.3% | Reduced |
| Citadel Advisors LLC | 8,617 | $561.5K | 0.00% | −9,067−51.3% | Reduced |
| State of Tennessee, Treasury Department | 8,614 | $561.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,611 | $561.1K | 0.00% | +4,297+99.6% | Added |
| Smartleaf Asset Management LLC | 8,288 | $549.7K | 0.15% | +8,288 | New |
| Teachers Retirement System of the State of Kentucky | 8,103 | $528.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,713 | $503.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,715 | $502.7K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,500 | $488.7K | 0.01% | +7,500 | New |
| Oregon Public Employees Retirement Fund | 7,456 | $485.8K | 0.01% | −157−2.1% | Reduced |
| Winton Group Ltd | 7,234 | $471.4K | 0.03% | +174+2.5% | Added |
| Snowden Capital Advisors LLC | 7,193 | $468.7K | 0.02% | −119−1.6% | Reduced |
| Arizona State Retirement System | 7,110 | $463.3K | 0.00% | −132−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 7,092 | $462.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,773 | $441.3K | 0.00% | −3,191−32.0% | Reduced |
| New York State Teachers Retirement System | 6,640 | $433.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $420.3K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,429 | $418.9K | 0.01% | +4,580+247.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,348 | $413.6K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,342 | $413.2K | 0.00% | −224−3.4% | Reduced |
| Bank of Montreal | 5,889 | $394.3K | 0.00% | +173+3.0% | Added |
| Goelzer Investment Management, Inc. | 5,940 | $387.1K | 0.02% | +5,940 | New |
| CWM Advisors, LLC | 5,884 | $383.4K | 0.04% | −607−9.4% | Reduced |
| Cresset Asset Management, LLC | 5,543 | $361.2K | 0.00% | +385+7.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,488 | $357.6K | 0.00% | −11,515−67.7% | Reduced |
| Handelsbanken Fonder AB | 5,030 | $328.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,902 | $319.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,675 | $304.6K | 0.00% | +4,675 | New |
| The PNC Financial Services Group, Inc. | 4,666 | $304.0K | 0.00% | −1,850−28.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,534 | $295.5K | 0.05% | +12+0.3% | Added |
| Gsa Capital Partners LLP | 4,531 | $295.0K | 0.02% | −18,670−80.5% | Reduced |
| Huntington National Bank | 4,512 | $294.0K | 0.00% | −29−0.6% | Reduced |
| Mutual of America Capital Management LLC | 4,451 | $290.0K | 0.00% | −33,298−88.2% | Reduced |
| Versor Investments LP | 4,400 | $286.7K | 0.06% | +4,400 | New |
| Aigen Investment Management, LP | 4,322 | $281.6K | 0.05% | +4,322 | New |
| Pathstone Holdings, LLC | 4,285 | $279.2K | 0.00% | +4,285 | New |
| Raymond James Financial Services Advisors, Inc. | 4,191 | $273.1K | 0.00% | +4,191 | New |
| MGB Wealth Management, LLC | 4,027 | $262.4K | 0.13% | +4,027 | New |
| Sapient Capital LLC | 3,950 | $257.4K | 0.01% | +3,950 | New |
| Public Employees Retirement Association of Colorado | 3,930 | $256.0K | 0.00% | −644−14.1% | Reduced |
| Cetera Advisor Networks LLC | 3,773 | $245.8K | 0.00% | +3,773 | New |
| Moody National Bank Trust Division | 3,588 | $233.8K | 0.02% | +3,588 | New |
| Two Sigma Securities, LLC | 3,580 | $233.3K | 0.01% | +3,580 | New |
| Commonwealth Equity Services, LLC | 3,414 | $222.0K | 0.00% | +3,414 | New |
| CKW Financial Group | 3,133 | $204.0K | 0.03% | +19+0.6% | Added |
| Hancock Whitney Corp | 3,100 | $202.0K | 0.01% | +3,100 | New |
| 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 |
| SG Americas Securities, LLC | 2,922 | $190.0K | 0.00% | −10,883−78.8% | Reduced |
| Harbour Investments, Inc. | 2,732 | $178.0K | 0.01% | −348−11.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,600 | $169.4K | 0.00% | −13,400−83.8% | Reduced |
| Point72 Middle East FZE | 2,552 | $166.3K | 0.01% | +2,552 | New |
| Ameritas Investment Partners, Inc. | 2,469 | $160.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,004 | $131.0K | 0.09% | −6−0.3% | Reduced |
| State of Wyoming | 1,851 | $120.6K | 0.02% | +278+17.7% | Added |
| US Bancorp | 1,575 | $102.7K | 0.00% | +1+0.1% | Added |
| Metropolitan Life Insurance Co | 1,432 | $93.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,214 | $79.1K | 0.00% | +1,202+10,016.7% | Added |
| EntryPoint Capital, LLC | 1,056 | $68.8K | 0.07% | +1,056 | New |
| SYSTM Wealth Solutions LLC | 990 | $64.5K | 0.01% | +990 | New |
| KBC Group NV | 937 | $61.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 899 | $60.2K | 0.02% | +899 | New |
| VisionPoint Advisory Group, LLC | 781 | $50.9K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 750 | $48.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 727 | $47.4K | 0.00% | +31+4.5% | Added |
| Tower View Investment Management & Research LLC | 623 | $41.0K | 0.03% | +5+0.8% | Added |
| SRS Capital Advisors, Inc. | 629 | $41.0K | 0.00% | +492+359.1% | Added |
| Advisory Services Network, LLC | 602 | $39.2K | 0.00% | +602 | New |
| Point72 Asset Management, L.P. | 600 | $39.1K | 0.00% | −1,325−68.8% | Reduced |
| Proequities, Inc. | 510 | $33.2K | 0.00% | −21−4.0% | Reduced |
| Indiana Trust & Investment Management CO | 459 | $29.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $25.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 382 | $24.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 281 | $18.3K | 0.00% | +262+1,378.9% | Added |
| CWM, LLC | 248 | $16.0K | 0.00% | −131−34.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 236 | $15.4K | 0.00% | +236 | New |
| Public Employees Retirement System of Ohio | 235 | $15.3K | 0.00% | +16+7.3% | Added |
| Ronald Blue Trust, Inc. | 325 | $15.0K | 0.00% | +41+14.4% | Added |
| Global Retirement Partners, LLC | 224 | $13.8K | 0.00% | −130−36.7% | Reduced |
| Principal Securities, Inc. | 147 | $9.58K | 0.00% | +147 | New |
| Fifth Third Bancorp | 134 | $8.73K | 0.00% | −48−26.4% | Reduced |
| Quadrant Capital Group LLC | 114 | $7.43K | 0.00% | +11+10.7% | Added |
| Hantz Financial Services, Inc. | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $5.34K | 0.00% | −5−5.7% | Reduced |
| Institutional & Family Asset Management, LLC | 66 | $4.30K | 0.00% | −9−12.0% | Reduced |
| Parkside Financial Bank & Trust | 61 | $3.98K | 0.00% | −24−28.2% | Reduced |
| LGT Financial Advisors LLC | 52 | $3.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 43 | $2.80K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $2.61K | 0.00% | +40 | New |
| Jones Financial Companies LLLP | 39 | $2.54K | 0.00% | +39 | New |
| BOK Financial Private Wealth, Inc. | 38 | $2.48K | 0.00% | +38 | New |