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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 27 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $522 | 0.00% | +6+300.0% | Added |
| Abound Wealth Management | 6 | $391 | 0.00% | −3−33.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $261 | 0.00% | +2+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 2 | $131 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 1 | $65 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −50,251−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,894−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,596−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,679−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Bedel Financial Consulting Inc | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |