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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −2,002−99.9% | Reduced |
| Farther Finance Advisors, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $67 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $199 | 0.00% | −1−25.0% | Reduced |
| Rothschild Investment LLC | 5 | $332 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $398 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $531 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $531 | 0.00% | +8 | New |
| Umb Bank N A | 12 | $796 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18 | $1.19K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 25 | $1.66K | 0.00% | +25 | New |
| Eagle Bay Advisors LLC | 26 | $1.72K | 0.00% | +26 | New |
| Signaturefd, LLC | 27 | $1.79K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 39 | $2.59K | 0.00% | +39 | New |
| Oakworth Capital, Inc. | 40 | $2.65K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 40 | $2.65K | 0.00% | +40 | New |
| Colonial Trust Advisors | 42 | $2.79K | 0.00% | +42 | New |
| Red Tortoise LLC | 50 | $3.32K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.45K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 58 | $3.85K | 0.00% | +58 | New |
| Institutional & Family Asset Management, LLC | 66 | $4.38K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 82 | $5.00K | 0.00% | −24−22.6% | Reduced |
| Massmutual Trust Co FSB | 82 | $5.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 104 | $6.90K | 0.00% | +104 | New |
| Quadrant Capital Group LLC | 114 | $7.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 117 | $7.76K | 0.00% | +56+91.8% | Added |
| Jones Financial Companies LLLP | 118 | $7.83K | 0.00% | +79+202.6% | Added |
| Macroview Investment Management LLC | 119 | $7.89K | 0.01% | +119 | New |
| Principal Securities, Inc. | 121 | $8.03K | 0.00% | −26−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 131 | $8.72K | 0.00% | −11,962−98.9% | Reduced |
| Fifth Third Bancorp | 134 | $8.89K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 143 | $9.00K | 0.00% | −105−42.3% | Reduced |
| Global Retirement Partners, LLC | 203 | $13.5K | 0.00% | −21−9.4% | Reduced |
| CIBC Private Wealth Group, LLC | 233 | $15.0K | 0.00% | +233 | New |
| Public Employees Retirement System of Ohio | 243 | $16.1K | 0.00% | +8+3.4% | Added |
| CBIZ Investment Advisory Services, LLC | 314 | $20.8K | 0.00% | +314 | New |
| TD Private Client Wealth LLC | 382 | $25.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 389 | $25.8K | 0.00% | +64+19.7% | Added |
| Creative Financial Designs Inc | 392 | $26.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 459 | $30.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 461 | $30.6K | 0.01% | −438−48.7% | Reduced |
| Proequities, Inc. | 516 | $34.2K | 0.00% | +6+1.2% | Added |
| Tower Research Capital LLC (TRC) | 571 | $37.9K | 0.00% | −5,858−91.1% | Reduced |
| Tower View Investment Management & Research LLC | 628 | $41.6K | 0.02% | +5+0.8% | Added |
| SRS Capital Advisors, Inc. | 630 | $41.8K | 0.00% | +1+0.2% | Added |
| KBC Group NV | 686 | $45.0K | 0.00% | −251−26.8% | Reduced |
| EntryPoint Capital, LLC | 745 | $49.4K | 0.04% | −311−29.5% | Reduced |
| Clean Yield Group | 750 | $49.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 773 | $51.3K | 0.00% | +46+6.3% | Added |
| VisionPoint Advisory Group, LLC | 781 | $51.8K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 990 | $65.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,232 | $81.7K | 0.00% | −343−21.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,244 | $82.5K | 0.00% | +30+2.5% | Added |
| Catalyst Funds Management Pty Ltd | 1,300 | $86.2K | 0.02% | +1,300 | New |
| Metropolitan Life Insurance Co | 1,315 | $87.2K | 0.00% | −117−8.2% | Reduced |
| Harbour Investments, Inc. | 1,704 | $113.0K | 0.00% | −1,028−37.6% | Reduced |
| Quantbot Technologies LP | 1,747 | $115.9K | 0.01% | +1,747 | New |
| SG Americas Securities, LLC | 2,291 | $152.0K | 0.00% | −631−21.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,469 | $163.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,640 | $175.1K | 0.01% | −3,708−58.4% | Reduced |
| Hancock Whitney Corp | 3,043 | $201.8K | 0.01% | −57−1.8% | Reduced |
| CKW Financial Group | 3,147 | $203.0K | 0.03% | +14+0.4% | Added |
| Everence Capital Management Inc | 3,090 | $205.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,325 | $220.0K | 0.00% | +236+7.6% | Added |
| Pictet Asset Management Holding SA | 3,335 | $221.2K | 0.00% | +3,335 | New |
| State of Wyoming | 3,348 | $222.0K | 0.04% | +1,497+80.9% | Added |
| Sippican Capital Advisors | 3,362 | $223.0K | 0.17% | +3,362 | New |
| State of Wisconsin Investment Board | 3,405 | $225.8K | 0.00% | −5,206−60.5% | Reduced |
| Two Sigma Securities, LLC | 3,406 | $225.9K | 0.01% | −174−4.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,406 | $226.0K | 0.00% | −8−0.2% | Reduced |
| Jump Financial, LLC | 3,549 | $235.4K | 0.01% | +3,549 | New |
| The PNC Financial Services Group, Inc. | 3,579 | $237.4K | 0.00% | −1,087−23.3% | Reduced |
| Moody National Bank Trust Division | 3,588 | $238.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,930 | $261.0K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $262.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 3,987 | $264.4K | 0.00% | −16,091−80.1% | Reduced |
| MGB Wealth Management, LLC | 4,027 | $267.1K | 0.11% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,200 | $278.5K | 0.00% | +3,600+600.0% | Added |
| Mutual of America Capital Management LLC | 4,382 | $290.6K | 0.00% | −69−1.6% | Reduced |
| Prelude Capital Management, LLC | 4,560 | $302.4K | 0.02% | +4,560 | New |
| Personal Cfo Solutions, LLC | 4,663 | $309.3K | 0.05% | +129+2.8% | Added |
| Keebeck Alpha, LP | 4,751 | $315.1K | 0.21% | +4,751 | New |
| Bank of Montreal | 4,748 | $315.8K | 0.00% | −1,141−19.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,902 | $325.1K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,934 | $327.2K | 0.00% | −6,976−58.6% | Reduced |
| ProShare Advisors LLC | 5,020 | $332.9K | 0.00% | +345+7.4% | Added |
| Handelsbanken Fonder AB | 5,030 | $334.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,049 | $334.9K | 0.00% | +537+11.9% | Added |
| CWM Advisors, LLC | 5,402 | $358.3K | 0.04% | −482−8.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,492 | $364.2K | 0.00% | +4+0.1% | Added |
| Occudo Quantitative Strategies LP | 5,674 | $376.3K | 0.07% | +5,674 | New |
| Cresset Asset Management, LLC | 5,750 | $381.4K | 0.00% | +207+3.7% | Added |
| Pathstone Holdings, LLC | 5,921 | $392.7K | 0.00% | +1,636+38.2% | Added |
| Goelzer Investment Management, Inc. | 5,940 | $393.9K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 6,400 | $424.4K | 0.09% | +2,000+45.5% | Added |
| Susquehanna International Group, LLP | 6,413 | $425.3K | 0.00% | −9,607−60.0% | Reduced |
| Bedel Financial Consulting, Inc. | 6,450 | $427.8K | 0.07% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,640 | $440.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,856 | $454.7K | 0.01% | −600−8.0% | Reduced |