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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 6,884 | $457.0K | 0.00% | −829−10.7% | Reduced |
| Snowden Capital Advisors LLC | 6,896 | $457.3K | 0.01% | −297−4.1% | Reduced |
| State of Tennessee, Treasury Department | 6,928 | $459.5K | 0.00% | −1,686−19.6% | Reduced |
| Arizona State Retirement System | 6,989 | $463.5K | 0.00% | −121−1.7% | Reduced |
| Renaissance Technologies LLC | 7,251 | $481.0K | 0.00% | +7,251 | New |
| Two Sigma Investments, LP | 7,300 | $484.1K | 0.00% | −6,896−48.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,601 | $504.1K | 0.00% | +3,410+81.4% | Added |
| Allianz Asset Management GmbH | 7,676 | $509.1K | 0.00% | +7,676 | New |
| State Board of Administration of Florida Retirement System | 8,146 | $510.3K | 0.00% | +1,054+14.9% | Added |
| North Star Investment Management Corp. | 7,715 | $511.7K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 7,902 | $524.0K | 0.00% | −1,432−15.3% | Reduced |
| Alpha DNA Investment Management LLC | 8,040 | $533.2K | 0.29% | +8,040 | New |
| Teachers Retirement System of the State of Kentucky | 8,103 | $538.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,288 | $541.7K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,243 | $545.5K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,387 | $556.2K | 0.00% | −1,756−17.3% | Reduced |
| Legato Capital Management LLC | 9,475 | $628.4K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,544 | $633.0K | 0.05% | +9,544 | New |
| Pathway Financial Advisers, LLC | 10,013 | $664.1K | 0.24% | +50.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 11,905 | $728.9K | 0.34% | −875−6.8% | Reduced |
| CI Private Wealth, LLC | 11,062 | $733.6K | 0.00% | −47−0.4% | Reduced |
| Keybank National Association | 11,179 | $741.4K | 0.00% | −165−1.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,381 | $755.0K | 0.00% | +11,381 | New |
| Yousif Capital Management, LLC | 11,398 | $755.9K | 0.01% | −1,175−9.3% | Reduced |
| HighTower Advisors, LLC | 11,616 | $758.0K | 0.00% | +1,980+20.5% | Added |
| Security Financial Services, INC. | 11,472 | $760.8K | 0.17% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,800 | $782.6K | 0.02% | +11,800 | New |
| BKD Wealth Advisors, LLC | 11,822 | $784.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,344 | $818.7K | 0.00% | +5,571+82.3% | Added |
| MetLife Investment Management | 12,371 | $820.4K | 0.01% | −654−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 12,499 | $828.9K | 0.00% | +49+0.4% | Added |
| Louisiana State Employees Retirement System | 12,600 | $835.6K | 0.02% | −100−0.8% | Reduced |
| Deutsche Bank AG | 12,739 | $844.9K | 0.00% | +516+4.2% | Added |
| Ensign Peak Advisors, Inc | 12,994 | $861.8K | 0.00% | −656−4.8% | Reduced |
| American International Group, Inc. | 13,424 | $890.3K | 0.00% | −120−0.9% | Reduced |
| Winton Group Ltd | 13,605 | $902.3K | 0.06% | +6,371+88.1% | Added |
| Illinois Municipal Retirement Fund | 13,855 | $919.0K | 0.01% | −255−1.8% | Reduced |
| Janus Henderson Group PLC | 14,075 | $931.7K | 0.00% | +10.0% | Added |
| Citadel Advisors LLC | 14,224 | $943.3K | 0.00% | +5,607+65.1% | Added |
| Cerity Partners LLC | 14,506 | $962.1K | 0.00% | +14,506 | New |
| Russell Investments Group, Ltd. | 14,944 | $991.1K | 0.00% | −5,739−27.7% | Reduced |
| KFG Wealth Management, LLC | 15,027 | $996.6K | 0.41% | −2,500−14.3% | Reduced |
| Cubist Systematic Strategies, LLC | 15,177 | $1.01M | 0.01% | +15,177 | New |
| State of Alaska, Department of Revenue | 15,493 | $1.03M | 0.01% | −153−1.0% | Reduced |
| Comerica Bank | 15,669 | $1.04M | 0.00% | −1,208−7.2% | Reduced |
| Rockefeller Capital Management L.P. | 15,672 | $1.04M | 0.00% | +15,672 | New |
| Uncommon Cents Investing LLC | 16,076 | $1.07M | 0.33% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,132 | $1.07M | 0.00% | +9,790+154.4% | Added |
| Davenport & Co LLC | 16,604 | $1.10M | 0.01% | +3,876+30.5% | Added |
| Price T Rowe Associates Inc | 17,044 | $1.13M | 0.00% | +862+5.3% | Added |
| Balyasny Asset Management LLC | 18,906 | $1.25M | 0.00% | +398+2.2% | Added |
| New York State Common Retirement Fund | 19,376 | $1.29M | 0.00% | +208+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,810 | $1.29M | 0.00% | +8,304+72.2% | Added |
| Millennium Management LLC | 19,893 | $1.32M | 0.00% | −2,710−12.0% | Reduced |
| Cetera Investment Advisers | 21,280 | $1.41M | 0.00% | +6,435+43.3% | Added |
| Great West Life Assurance Co | 21,562 | $1.43M | 0.00% | +1,141+5.6% | Added |
| UBS Asset Management Americas Inc | 21,592 | $1.43M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 22,062 | $1.46M | 0.00% | −600−2.6% | Reduced |
| Texas Permanent School Fund | 22,257 | $1.48M | 0.01% | +287+1.3% | Added |
| Albert D Mason Inc | 22,536 | $1.50M | 0.92% | +133+0.6% | Added |
| Voloridge Investment Management, LLC | 23,149 | $1.54M | 0.01% | +11,902+105.8% | Added |
| Heartland Advisors Inc | 23,801 | $1.58M | 0.08% | +102+0.4% | Added |
| Rafferty Asset Management, LLC | 24,961 | $1.66M | 0.01% | −2,821−10.2% | Reduced |
| California State Teachers Retirement System | 25,374 | $1.68M | 0.00% | −1,362−5.1% | Reduced |
| Tudor Investment Corp Et Al | 26,094 | $1.73M | 0.02% | +16,769+179.8% | Added |
| SEI Investments Co | 26,508 | $1.76M | 0.00% | −262−1.0% | Reduced |
| UBS Group AG | 27,058 | $1.79M | 0.00% | −3,436−11.3% | Reduced |
| Sym Financial Corp | 28,347 | $1.88M | 0.31% | −4,182−12.9% | Reduced |
| Alliancebernstein L.P. | 28,417 | $1.88M | 0.00% | −2,313−7.5% | Reduced |
| Jane Street Group, LLC | 29,002 | $1.92M | 0.00% | +13,461+86.6% | Added |
| HSBC Holdings PLC | 31,063 | $2.06M | 0.00% | −14,992−32.6% | Reduced |
| Bridge City Capital, LLC | 31,402 | $2.08M | 0.76% | +241+0.8% | Added |
| Citigroup Inc | 34,609 | $2.30M | 0.00% | +2,520+7.9% | Added |
| Prudential Financial Inc | 35,865 | $2.38M | 0.00% | +835+2.4% | Added |
| Barclays PLC | 38,170 | $2.53M | 0.00% | −16,553−30.2% | Reduced |
| Credit Suisse AG | 41,329 | $2.74M | 0.00% | +2,300+5.9% | Added |
| Raymond James & Associates | 42,244 | $2.80M | 0.00% | +2,084+5.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 44,930 | $2.98M | 4.00% | −15,009−25.0% | Reduced |
| JPMorgan Chase & Co | 47,172 | $3.13M | 0.00% | +1,460+3.2% | Added |
| Royal Bank of Canada | 48,376 | $3.21M | 0.00% | −982−2.0% | Reduced |
| 1st Source Bank | 49,604 | $3.29M | 0.19% | −650−1.3% | Reduced |
| Swiss National Bank | 50,150 | $3.33M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 52,130 | $3.46M | 0.03% | −650−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 52,249 | $3.47M | 0.07% | +5,536+11.9% | Added |
| LPL Financial LLC | 57,187 | $3.79M | 0.00% | +3,158+5.8% | Added |
| FMR LLC | 59,833 | $3.97M | 0.00% | −8,671−12.7% | Reduced |
| Invesco Ltd. | 69,665 | $4.62M | 0.00% | +1,867+2.8% | Added |
| Stifel Financial Corp | 71,918 | $4.77M | 0.01% | +4,917+7.3% | Added |
| Legal & General Group Plc | 72,109 | $4.78M | 0.00% | +424+0.6% | Added |
| Nuveen Asset Management, LLC | 78,434 | $5.20M | 0.00% | −21,815−21.8% | Reduced |
| Kennedy Capital Management, Inc. | 86,483 | $5.74M | 0.12% | −7,304−7.8% | Reduced |
| Rhumbline Advisers | 87,486 | $5.80M | 0.01% | −4,414−4.8% | Reduced |
| First Trust Advisors LP | 97,010 | $6.43M | 0.01% | −18,118−15.7% | Reduced |
| Bank of America Corp | 105,966 | $7.03M | 0.00% | −12,471−10.5% | Reduced |
| American Century Companies Inc | 126,431 | $8.38M | 0.01% | +11,997+10.5% | Added |
| Eagle Asset Management Inc | 130,233 | $8.41M | 0.04% | −15,214−10.5% | Reduced |
| Principal Financial Group Inc | 131,977 | $8.75M | 0.01% | −493−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 134,714 | $8.93M | 0.17% | −2,953−2.1% | Reduced |
| Goldman Sachs Group Inc | 156,781 | $10.4M | 0.00% | −200,307−56.1% | Reduced |
| Monarch Capital Management Inc | 160,620 | $10.7M | 3.01% | −2,885−1.8% | Reduced |