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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 11,381 | $755.0K | 0.00% | +11,381 | New |
| Keybank National Association | 11,179 | $741.4K | 0.00% | −165−1.5% | Reduced |
| CI Private Wealth, LLC | 11,062 | $733.6K | 0.00% | −47−0.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 11,905 | $728.9K | 0.34% | −875−6.8% | Reduced |
| Pathway Financial Advisers, LLC | 10,013 | $664.1K | 0.24% | +50.0% | Added |
| Campbell & CO Investment Adviser LLC | 9,544 | $633.0K | 0.05% | +9,544 | New |
| Legato Capital Management LLC | 9,475 | $628.4K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,387 | $556.2K | 0.00% | −1,756−17.3% | Reduced |
| Maryland State Retirement & Pension System | 9,243 | $545.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,288 | $541.7K | 0.10% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,103 | $538.0K | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 8,040 | $533.2K | 0.29% | +8,040 | New |
| Amalgamated Bank | 7,902 | $524.0K | 0.00% | −1,432−15.3% | Reduced |
| North Star Investment Management Corp. | 7,715 | $511.7K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,146 | $510.3K | 0.00% | +1,054+14.9% | Added |
| Allianz Asset Management GmbH | 7,676 | $509.1K | 0.00% | +7,676 | New |
| Raymond James Financial Services Advisors, Inc. | 7,601 | $504.1K | 0.00% | +3,410+81.4% | Added |
| Two Sigma Investments, LP | 7,300 | $484.1K | 0.00% | −6,896−48.6% | Reduced |
| Renaissance Technologies LLC | 7,251 | $481.0K | 0.00% | +7,251 | New |
| Arizona State Retirement System | 6,989 | $463.5K | 0.00% | −121−1.7% | Reduced |
| State of Tennessee, Treasury Department | 6,928 | $459.5K | 0.00% | −1,686−19.6% | Reduced |
| Snowden Capital Advisors LLC | 6,896 | $457.3K | 0.01% | −297−4.1% | Reduced |
| Bessemer Group Inc | 6,884 | $457.0K | 0.00% | −829−10.7% | Reduced |
| Oregon Public Employees Retirement Fund | 6,856 | $454.7K | 0.01% | −600−8.0% | Reduced |
| New York State Teachers Retirement System | 6,640 | $440.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $427.8K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,413 | $425.3K | 0.00% | −9,607−60.0% | Reduced |
| Versor Investments LP | 6,400 | $424.4K | 0.09% | +2,000+45.5% | Added |
| Goelzer Investment Management, Inc. | 5,940 | $393.9K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,921 | $392.7K | 0.00% | +1,636+38.2% | Added |
| Cresset Asset Management, LLC | 5,750 | $381.4K | 0.00% | +207+3.7% | Added |
| Occudo Quantitative Strategies LP | 5,674 | $376.3K | 0.07% | +5,674 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,492 | $364.2K | 0.00% | +4+0.1% | Added |
| CWM Advisors, LLC | 5,402 | $358.3K | 0.04% | −482−8.2% | Reduced |
| Huntington National Bank | 5,049 | $334.9K | 0.00% | +537+11.9% | Added |
| Handelsbanken Fonder AB | 5,030 | $334.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,020 | $332.9K | 0.00% | +345+7.4% | Added |
| AQR Capital Management LLC | 4,934 | $327.2K | 0.00% | −6,976−58.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,902 | $325.1K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,748 | $315.8K | 0.00% | −1,141−19.4% | Reduced |
| Keebeck Alpha, LP | 4,751 | $315.1K | 0.21% | +4,751 | New |
| Personal Cfo Solutions, LLC | 4,663 | $309.3K | 0.05% | +129+2.8% | Added |
| Prelude Capital Management, LLC | 4,560 | $302.4K | 0.02% | +4,560 | New |
| Mutual of America Capital Management LLC | 4,382 | $290.6K | 0.00% | −69−1.6% | Reduced |
| Point72 Asset Management, L.P. | 4,200 | $278.5K | 0.00% | +3,600+600.0% | Added |
| MGB Wealth Management, LLC | 4,027 | $267.1K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 3,987 | $264.4K | 0.00% | −16,091−80.1% | Reduced |
| Sapient Capital LLC | 3,950 | $262.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,930 | $261.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,588 | $238.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,579 | $237.4K | 0.00% | −1,087−23.3% | Reduced |
| Jump Financial, LLC | 3,549 | $235.4K | 0.01% | +3,549 | New |
| Commonwealth Equity Services, LLC | 3,406 | $226.0K | 0.00% | −8−0.2% | Reduced |
| Two Sigma Securities, LLC | 3,406 | $225.9K | 0.01% | −174−4.9% | Reduced |
| State of Wisconsin Investment Board | 3,405 | $225.8K | 0.00% | −5,206−60.5% | Reduced |
| Sippican Capital Advisors | 3,362 | $223.0K | 0.17% | +3,362 | New |
| State of Wyoming | 3,348 | $222.0K | 0.04% | +1,497+80.9% | Added |
| Pictet Asset Management Holding SA | 3,335 | $221.2K | 0.00% | +3,335 | New |
| MML Investors Services, LLC | 3,325 | $220.0K | 0.00% | +236+7.6% | Added |
| Everence Capital Management Inc | 3,090 | $205.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 3,147 | $203.0K | 0.03% | +14+0.4% | Added |
| Hancock Whitney Corp | 3,043 | $201.8K | 0.01% | −57−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,640 | $175.1K | 0.01% | −3,708−58.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,469 | $163.7K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,291 | $152.0K | 0.00% | −631−21.6% | Reduced |
| Quantbot Technologies LP | 1,747 | $115.9K | 0.01% | +1,747 | New |
| Harbour Investments, Inc. | 1,704 | $113.0K | 0.00% | −1,028−37.6% | Reduced |
| Metropolitan Life Insurance Co | 1,315 | $87.2K | 0.00% | −117−8.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,300 | $86.2K | 0.02% | +1,300 | New |
| Nisa Investment Advisors, LLC | 1,244 | $82.5K | 0.00% | +30+2.5% | Added |
| US Bancorp | 1,232 | $81.7K | 0.00% | −343−21.8% | Reduced |
| SYSTM Wealth Solutions LLC | 990 | $65.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 781 | $51.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 773 | $51.3K | 0.00% | +46+6.3% | Added |
| Clean Yield Group | 750 | $49.7K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 745 | $49.4K | 0.04% | −311−29.5% | Reduced |
| KBC Group NV | 686 | $45.0K | 0.00% | −251−26.8% | Reduced |
| SRS Capital Advisors, Inc. | 630 | $41.8K | 0.00% | +1+0.2% | Added |
| Tower View Investment Management & Research LLC | 628 | $41.6K | 0.02% | +5+0.8% | Added |
| Tower Research Capital LLC (TRC) | 571 | $37.9K | 0.00% | −5,858−91.1% | Reduced |
| Proequities, Inc. | 516 | $34.2K | 0.00% | +6+1.2% | Added |
| GAMMA Investing LLC | 461 | $30.6K | 0.01% | −438−48.7% | Reduced |
| Indiana Trust & Investment Management CO | 459 | $30.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 389 | $25.8K | 0.00% | +64+19.7% | Added |
| TD Private Client Wealth LLC | 382 | $25.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 314 | $20.8K | 0.00% | +314 | New |
| Public Employees Retirement System of Ohio | 243 | $16.1K | 0.00% | +8+3.4% | Added |
| CIBC Private Wealth Group, LLC | 233 | $15.0K | 0.00% | +233 | New |
| Global Retirement Partners, LLC | 203 | $13.5K | 0.00% | −21−9.4% | Reduced |
| CWM, LLC | 143 | $9.00K | 0.00% | −105−42.3% | Reduced |
| Fifth Third Bancorp | 134 | $8.89K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 131 | $8.72K | 0.00% | −11,962−98.9% | Reduced |
| Principal Securities, Inc. | 121 | $8.03K | 0.00% | −26−17.7% | Reduced |
| Macroview Investment Management LLC | 119 | $7.89K | 0.01% | +119 | New |
| Jones Financial Companies LLLP | 118 | $7.83K | 0.00% | +79+202.6% | Added |
| Parkside Financial Bank & Trust | 117 | $7.76K | 0.00% | +56+91.8% | Added |
| Quadrant Capital Group LLC | 114 | $7.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 104 | $6.90K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 82 | $5.44K | 0.00% | 00.0% | Unchanged |