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, Q1 2024
Institutional positions in Lakeland Financial Corp as of Mar 31, 2024. 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
- 223
- +16 vs. Q4 2023
- Shares held
- 21.2M
- +139.9K (+0.7%) vs. Q4 2023
- Total value
- $1.41B
- +$33.3M (+2.4%) vs. Q4 2023
- New holders
- 31
- 67 more added
- Sold out
- 15
- 86 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,751,315 | $248.8M | 0.01% | +46,819+1.3% | Added |
| Vanguard Group Inc | 1,848,101 | $122.6M | 0.00% | +4130.0% | Added |
| Victory Capital Management Inc | 1,596,138 | $105.9M | 0.10% | −30,956−1.9% | Reduced |
| State Street Corp | 1,207,517 | $80.1M | 0.00% | −11,806−1.0% | Reduced |
| Neuberger Berman Group LLC | 1,124,339 | $74.6M | 0.06% | −49,775−4.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 970,193 | $64.3M | 0.15% | +9,275+1.0% | Added |
| Charles Schwab Investment Management Inc | 858,915 | $57.0M | 0.01% | +595,481+226.0% | Added |
| Dimensional Fund Advisors LP | 805,431 | $53.4M | 0.01% | +24,002+3.1% | Added |
| Silvercrest Asset Management Group LLC | 751,888 | $49.9M | 0.34% | −124,497−14.2% | Reduced |
| Copeland Capital Management, LLC | 740,353 | $49.1M | 0.89% | +11,379+1.6% | Added |
| Geode Capital Management, LLC | 577,030 | $38.3M | 0.00% | +16,993+3.0% | Added |
| Neumeier Poma Investment Counsel LLC | 551,980 | $36.6M | 3.36% | +4,523+0.8% | Added |
| Northern Trust Corp | 472,977 | $31.4M | 0.01% | −29,419−5.9% | Reduced |
| Ameriprise Financial Inc | 367,350 | $24.4M | 0.01% | −1,912−0.5% | Reduced |
| Boston Trust Walden Corp | 337,914 | $22.4M | 0.16% | −1,672−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 291,122 | $19.3M | 0.08% | −56,363−16.2% | Reduced |
| Morgan Stanley | 251,450 | $16.7M | 0.00% | +28,868+13.0% | Added |
| Bank of New York Mellon Corp | 232,204 | $15.4M | 0.00% | −7,558−3.2% | Reduced |
| Envestnet Asset Management Inc | 220,990 | $14.7M | 0.01% | −210−0.1% | Reduced |
| Natixis Advisors, L.P. | 218,327 | $14.5M | 0.03% | −770−0.4% | Reduced |
| Timucuan Asset Management Inc | 187,811 | $12.5M | 0.42% | +650+0.3% | Added |
| Wells Fargo & Company | 183,517 | $12.2M | 0.00% | +13,009+7.6% | Added |
| NFJ Investment Group, LLC | 180,640 | $12.0M | 0.33% | −24,138−11.8% | Reduced |
| Monarch Capital Management Inc | 160,620 | $10.7M | 3.01% | −2,885−1.8% | Reduced |
| Goldman Sachs Group Inc | 156,781 | $10.4M | 0.00% | −200,307−56.1% | Reduced |
| Segall Bryant & Hamill, LLC | 134,714 | $8.93M | 0.17% | −2,953−2.1% | Reduced |
| Principal Financial Group Inc | 131,977 | $8.75M | 0.01% | −493−0.4% | Reduced |
| Eagle Asset Management Inc | 130,233 | $8.41M | 0.04% | −15,214−10.5% | Reduced |
| American Century Companies Inc | 126,431 | $8.38M | 0.01% | +11,997+10.5% | Added |
| Bank of America Corp | 105,966 | $7.03M | 0.00% | −12,471−10.5% | Reduced |
| First Trust Advisors LP | 97,010 | $6.43M | 0.01% | −18,118−15.7% | Reduced |
| Rhumbline Advisers | 87,486 | $5.80M | 0.01% | −4,414−4.8% | Reduced |
| Kennedy Capital Management, Inc. | 86,483 | $5.74M | 0.12% | −7,304−7.8% | Reduced |
| Nuveen Asset Management, LLC | 78,434 | $5.20M | 0.00% | −21,815−21.8% | Reduced |
| Legal & General Group Plc | 72,109 | $4.78M | 0.00% | +424+0.6% | Added |
| Stifel Financial Corp | 71,918 | $4.77M | 0.01% | +4,917+7.3% | Added |
| Invesco Ltd. | 69,665 | $4.62M | 0.00% | +1,867+2.8% | Added |
| FMR LLC | 59,833 | $3.97M | 0.00% | −8,671−12.7% | Reduced |
| LPL Financial LLC | 57,187 | $3.79M | 0.00% | +3,158+5.8% | Added |
| Aptus Capital Advisors, LLC | 52,249 | $3.47M | 0.07% | +5,536+11.9% | Added |
| Public Sector Pension Investment Board | 52,130 | $3.46M | 0.03% | −650−1.2% | Reduced |
| Swiss National Bank | 50,150 | $3.33M | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 49,604 | $3.29M | 0.19% | −650−1.3% | Reduced |
| Royal Bank of Canada | 48,376 | $3.21M | 0.00% | −982−2.0% | Reduced |
| JPMorgan Chase & Co | 47,172 | $3.13M | 0.00% | +1,460+3.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 44,930 | $2.98M | 4.00% | −15,009−25.0% | Reduced |
| Raymond James & Associates | 42,244 | $2.80M | 0.00% | +2,084+5.2% | Added |
| Credit Suisse AG | 41,329 | $2.74M | 0.00% | +2,300+5.9% | Added |
| Barclays PLC | 38,170 | $2.53M | 0.00% | −16,553−30.2% | Reduced |
| Prudential Financial Inc | 35,865 | $2.38M | 0.00% | +835+2.4% | Added |
| Citigroup Inc | 34,609 | $2.30M | 0.00% | +2,520+7.9% | Added |
| Bridge City Capital, LLC | 31,402 | $2.08M | 0.76% | +241+0.8% | Added |
| HSBC Holdings PLC | 31,063 | $2.06M | 0.00% | −14,992−32.6% | Reduced |
| Jane Street Group, LLC | 29,002 | $1.92M | 0.00% | +13,461+86.6% | Added |
| Alliancebernstein L.P. | 28,417 | $1.88M | 0.00% | −2,313−7.5% | Reduced |
| Sym Financial Corp | 28,347 | $1.88M | 0.31% | −4,182−12.9% | Reduced |
| UBS Group AG | 27,058 | $1.79M | 0.00% | −3,436−11.3% | Reduced |
| SEI Investments Co | 26,508 | $1.76M | 0.00% | −262−1.0% | Reduced |
| Tudor Investment Corp Et Al | 26,094 | $1.73M | 0.02% | +16,769+179.8% | Added |
| California State Teachers Retirement System | 25,374 | $1.68M | 0.00% | −1,362−5.1% | Reduced |
| Rafferty Asset Management, LLC | 24,961 | $1.66M | 0.01% | −2,821−10.2% | Reduced |
| Heartland Advisors Inc | 23,801 | $1.58M | 0.08% | +102+0.4% | Added |
| Voloridge Investment Management, LLC | 23,149 | $1.54M | 0.01% | +11,902+105.8% | Added |
| Albert D Mason Inc | 22,536 | $1.50M | 0.92% | +133+0.6% | Added |
| Texas Permanent School Fund | 22,257 | $1.48M | 0.01% | +287+1.3% | Added |
| Thrivent Financial for Lutherans | 22,062 | $1.46M | 0.00% | −600−2.6% | Reduced |
| UBS Asset Management Americas Inc | 21,592 | $1.43M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 21,562 | $1.43M | 0.00% | +1,141+5.6% | Added |
| Cetera Investment Advisers | 21,280 | $1.41M | 0.00% | +6,435+43.3% | Added |
| Millennium Management LLC | 19,893 | $1.32M | 0.00% | −2,710−12.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,810 | $1.29M | 0.00% | +8,304+72.2% | Added |
| New York State Common Retirement Fund | 19,376 | $1.29M | 0.00% | +208+1.1% | Added |
| Balyasny Asset Management LLC | 18,906 | $1.25M | 0.00% | +398+2.2% | Added |
| Price T Rowe Associates Inc | 17,044 | $1.13M | 0.00% | +862+5.3% | Added |
| Davenport & Co LLC | 16,604 | $1.10M | 0.01% | +3,876+30.5% | Added |
| Captrust Financial Advisors | 16,132 | $1.07M | 0.00% | +9,790+154.4% | Added |
| Uncommon Cents Investing LLC | 16,076 | $1.07M | 0.33% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,672 | $1.04M | 0.00% | +15,672 | New |
| Comerica Bank | 15,669 | $1.04M | 0.00% | −1,208−7.2% | Reduced |
| State of Alaska, Department of Revenue | 15,493 | $1.03M | 0.01% | −153−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 15,177 | $1.01M | 0.01% | +15,177 | New |
| KFG Wealth Management, LLC | 15,027 | $996.6K | 0.41% | −2,500−14.3% | Reduced |
| Russell Investments Group, Ltd. | 14,944 | $991.1K | 0.00% | −5,739−27.7% | Reduced |
| Cerity Partners LLC | 14,506 | $962.1K | 0.00% | +14,506 | New |
| Citadel Advisors LLC | 14,224 | $943.3K | 0.00% | +5,607+65.1% | Added |
| Janus Henderson Group PLC | 14,075 | $931.7K | 0.00% | +10.0% | Added |
| Illinois Municipal Retirement Fund | 13,855 | $919.0K | 0.01% | −255−1.8% | Reduced |
| Winton Group Ltd | 13,605 | $902.3K | 0.06% | +6,371+88.1% | Added |
| American International Group, Inc. | 13,424 | $890.3K | 0.00% | −120−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 12,994 | $861.8K | 0.00% | −656−4.8% | Reduced |
| Deutsche Bank AG | 12,739 | $844.9K | 0.00% | +516+4.2% | Added |
| Louisiana State Employees Retirement System | 12,600 | $835.6K | 0.02% | −100−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,499 | $828.9K | 0.00% | +49+0.4% | Added |
| MetLife Investment Management | 12,371 | $820.4K | 0.01% | −654−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 12,344 | $818.7K | 0.00% | +5,571+82.3% | Added |
| BKD Wealth Advisors, LLC | 11,822 | $784.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,800 | $782.6K | 0.02% | +11,800 | New |
| Security Financial Services, INC. | 11,472 | $760.8K | 0.17% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,616 | $758.0K | 0.00% | +1,980+20.5% | Added |
| Yousif Capital Management, LLC | 11,398 | $755.9K | 0.01% | −1,175−9.3% | Reduced |