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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.

Institutional holdersQ1 2024: 223 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ1 2024: $1.41B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2023.

Institutions holding LKFN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.82$5.00K0.00%−24−22.6%Reduced
Institutional & Family Asset Management, LLC66$4.38K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co58$3.85K0.00%+58New
LGT Financial Advisors LLC52$3.45K0.00%00.0%Unchanged
Red Tortoise LLC50$3.32K0.00%00.0%Unchanged
Colonial Trust Advisors42$2.79K0.00%+42New
Oakworth Capital, Inc.40$2.65K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc40$2.65K0.00%+40New
Steward Partners Investment Advisory, LLC39$2.59K0.00%+39New
Signaturefd, LLC27$1.79K0.00%00.0%Unchanged
Eagle Bay Advisors LLC26$1.72K0.00%+26New
Harbor Investment Advisory, LLC25$1.66K0.00%+25New
Farmers & Merchants Investments Inc18$1.19K0.00%00.0%Unchanged
Kessler Investment Group, LLC18$1.19K0.00%+18New
Umb Bank N A12$7960.00%+12New
JFS Wealth Advisors, LLC8$5310.00%00.0%Unchanged
Quest Partners LLC8$5310.00%+8New
Abound Wealth Management6$3980.00%00.0%Unchanged
Rothschild Investment LLC5$3320.00%+5New
SJS Investment Consulting Inc.3$1990.00%−1−25.0%Reduced
DiNuzzo Private Wealth, Inc.1$670.00%−1−50.0%Reduced
Farther Finance Advisors, LLC1$650.00%00.0%Unchanged
Covestor Ltd2$00.00%−2,002−99.9%Reduced
Two Sigma Advisers, LP0$00.00%−25,600−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−18,211−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,722−100.0%Sold out
Cetera Advisors LLC0$00.00%−10,704−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−7,500−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,531−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,322−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−3,773−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−2,600−100.0%Sold out
Point72 Middle East FZE0$00.00%−2,552−100.0%Sold out
Advisory Services Network, LLC0$00.00%−602−100.0%Sold out
GWM Advisors LLC0$00.00%−281−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−236−100.0%Sold out
Bokf, NA0$00.00%−43−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−38−100.0%Sold out