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 |
|---|---|---|---|---|---|
| NFJ Investment Group, LLC | 180,640 | $12.0M | 0.33% | −24,138−11.8% | Reduced |
| Wells Fargo & Company | 183,517 | $12.2M | 0.00% | +13,009+7.6% | Added |
| Timucuan Asset Management Inc | 187,811 | $12.5M | 0.42% | +650+0.3% | Added |
| Natixis Advisors, L.P. | 218,327 | $14.5M | 0.03% | −770−0.4% | Reduced |
| Envestnet Asset Management Inc | 220,990 | $14.7M | 0.01% | −210−0.1% | Reduced |
| Bank of New York Mellon Corp | 232,204 | $15.4M | 0.00% | −7,558−3.2% | Reduced |
| Morgan Stanley | 251,450 | $16.7M | 0.00% | +28,868+13.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 291,122 | $19.3M | 0.08% | −56,363−16.2% | Reduced |
| Boston Trust Walden Corp | 337,914 | $22.4M | 0.16% | −1,672−0.5% | Reduced |
| Ameriprise Financial Inc | 367,350 | $24.4M | 0.01% | −1,912−0.5% | Reduced |
| Northern Trust Corp | 472,977 | $31.4M | 0.01% | −29,419−5.9% | Reduced |
| Neumeier Poma Investment Counsel LLC | 551,980 | $36.6M | 3.36% | +4,523+0.8% | Added |
| Geode Capital Management, LLC | 577,030 | $38.3M | 0.00% | +16,993+3.0% | Added |
| Copeland Capital Management, LLC | 740,353 | $49.1M | 0.89% | +11,379+1.6% | Added |
| Silvercrest Asset Management Group LLC | 751,888 | $49.9M | 0.34% | −124,497−14.2% | Reduced |
| Dimensional Fund Advisors LP | 805,431 | $53.4M | 0.01% | +24,002+3.1% | Added |
| Charles Schwab Investment Management Inc | 858,915 | $57.0M | 0.01% | +595,481+226.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 970,193 | $64.3M | 0.15% | +9,275+1.0% | Added |
| Neuberger Berman Group LLC | 1,124,339 | $74.6M | 0.06% | −49,775−4.2% | Reduced |
| State Street Corp | 1,207,517 | $80.1M | 0.00% | −11,806−1.0% | Reduced |
| Victory Capital Management Inc | 1,596,138 | $105.9M | 0.10% | −30,956−1.9% | Reduced |
| Vanguard Group Inc | 1,848,101 | $122.6M | 0.00% | +4130.0% | Added |
| BlackRock Inc. | 3,751,315 | $248.8M | 0.01% | +46,819+1.3% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −25,600−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,211−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,704−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |