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, Q2 2024
Institutional positions in Lakeland Financial Corp as of Jun 30, 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
- 216
- −6 vs. Q1 2024
- Shares held
- 21.2M
- +27.5K (+0.1%) vs. Q1 2024
- Total value
- $1.30B
- −$99.7M (−7.1%) vs. Q1 2024
- New holders
- 21
- 77 more added
- Sold out
- 27
- 75 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,674,100 | $226.0M | 0.01% | −77,215−2.1% | Reduced |
| Vanguard Group Inc | 1,840,935 | $113.3M | 0.00% | −7,166−0.4% | Reduced |
| Victory Capital Management Inc | 1,538,406 | $94.6M | 0.09% | −57,732−3.6% | Reduced |
| State Street Corp | 1,249,373 | $76.9M | 0.00% | +41,856+3.5% | Added |
| Neuberger Berman Group LLC | 1,098,962 | $67.6M | 0.06% | −25,377−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 875,754 | $53.9M | 0.01% | +16,839+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 845,925 | $52.0M | 0.13% | −124,268−12.8% | Reduced |
| Silvercrest Asset Management Group LLC | 827,862 | $50.9M | 0.35% | +75,974+10.1% | Added |
| Dimensional Fund Advisors LP | 816,549 | $50.2M | 0.01% | +11,118+1.4% | Added |
| Copeland Capital Management, LLC | 744,616 | $45.8M | 0.86% | +4,263+0.6% | Added |
| Geode Capital Management, LLC | 599,445 | $36.9M | 0.00% | +22,415+3.9% | Added |
| Neumeier Poma Investment Counsel LLC | 538,735 | $33.1M | 3.03% | −13,245−2.4% | Reduced |
| Northern Trust Corp | 470,817 | $29.0M | 0.00% | −2,160−0.5% | Reduced |
| Ameriprise Financial Inc | 357,595 | $22.0M | 0.01% | −9,755−2.7% | Reduced |
| Boston Trust Walden Corp | 337,721 | $20.8M | 0.15% | −193−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 291,035 | $17.9M | 0.08% | −870.0% | Reduced |
| Morgan Stanley | 244,253 | $15.0M | 0.00% | −7,197−2.9% | Reduced |
| Envestnet Asset Management Inc | 233,836 | $14.4M | 0.01% | +12,846+5.8% | Added |
| Bank of New York Mellon Corp | 232,888 | $14.3M | 0.00% | +684+0.3% | Added |
| Natixis Advisors, L.P. | 218,224 | $13.4M | 0.03% | −1030.0% | Reduced |
| Eagle Asset Management Inc | 193,211 | $11.7M | 0.06% | +62,978+48.4% | Added |
| Timucuan Asset Management Inc | 187,811 | $11.6M | 0.40% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 172,891 | $10.6M | 0.33% | −7,749−4.3% | Reduced |
| First Trust Advisors LP | 162,344 | $9.99M | 0.01% | +65,334+67.3% | Added |
| Monarch Capital Management Inc | 158,845 | $9.77M | 2.87% | −1,775−1.1% | Reduced |
| Wells Fargo & Company | 134,721 | $8.29M | 0.00% | −48,796−26.6% | Reduced |
| Principal Financial Group Inc | 125,807 | $7.74M | 0.00% | −6,170−4.7% | Reduced |
| American Century Companies Inc | 121,941 | $7.50M | 0.00% | −4,490−3.6% | Reduced |
| Segall Bryant & Hamill, LLC | 118,660 | $7.30M | 0.13% | −16,054−11.9% | Reduced |
| Bank of America Corp | 114,281 | $7.03M | 0.00% | +8,315+7.8% | Added |
| Kennedy Capital Management, Inc. | 101,919 | $6.27M | 0.13% | +15,436+17.8% | Added |
| Raymond James & Associates | 98,219 | $6.04M | 0.00% | +55,975+132.5% | Added |
| Rhumbline Advisers | 85,828 | $5.28M | 0.00% | −1,658−1.9% | Reduced |
| Goldman Sachs Group Inc | 80,991 | $4.98M | 0.00% | −75,790−48.3% | Reduced |
| Legal & General Group Plc | 71,663 | $4.41M | 0.00% | −446−0.6% | Reduced |
| Invesco Ltd. | 69,255 | $4.26M | 0.00% | −410−0.6% | Reduced |
| Nuveen Asset Management, LLC | 68,522 | $4.22M | 0.00% | −9,912−12.6% | Reduced |
| Aptus Capital Advisors, LLC | 65,224 | $4.01M | 0.08% | +12,975+24.8% | Added |
| Stifel Financial Corp | 61,980 | $3.81M | 0.00% | −9,938−13.8% | Reduced |
| LPL Financial LLC | 59,885 | $3.68M | 0.00% | +2,698+4.7% | Added |
| Citadel Advisors LLC | 59,702 | $3.67M | 0.00% | +45,478+319.7% | Added |
| FMR LLC | 58,398 | $3.59M | 0.00% | −1,435−2.4% | Reduced |
| Renaissance Technologies LLC | 57,051 | $3.51M | 0.01% | +49,800+686.8% | Added |
| JPMorgan Chase & Co | 56,833 | $3.50M | 0.00% | +9,661+20.5% | Added |
| Voloridge Investment Management, LLC | 56,492 | $3.48M | 0.01% | +33,343+144.0% | Added |
| Public Sector Pension Investment Board | 56,141 | $3.45M | 0.02% | +4,011+7.7% | Added |
| UBS Asset Management Americas Inc | 52,709 | $3.24M | 0.00% | +31,117+144.1% | Added |
| Swiss National Bank | 51,150 | $3.15M | 0.00% | +1,000+2.0% | Added |
| Royal Bank of Canada | 49,736 | $3.06M | 0.00% | +1,360+2.8% | Added |
| 1st Source Bank | 49,534 | $3.05M | 0.18% | −70−0.1% | Reduced |
| Jane Street Group, LLC | 48,526 | $2.99M | 0.00% | +19,524+67.3% | Added |
| John W. Rosenthal Capital Management, Inc. | 44,930 | $2.76M | 3.92% | 00.0% | Unchanged |
| Citigroup Inc | 36,249 | $2.23M | 0.00% | +1,640+4.7% | Added |
| Prudential Financial Inc | 34,720 | $2.14M | 0.00% | −1,145−3.2% | Reduced |
| Rafferty Asset Management, LLC | 31,895 | $1.96M | 0.01% | +6,934+27.8% | Added |
| Bridge City Capital, LLC | 31,464 | $1.94M | 0.65% | +62+0.2% | Added |
| Sym Financial Corp | 29,144 | $1.79M | 0.29% | +797+2.8% | Added |
| Alliancebernstein L.P. | 28,417 | $1.75M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 25,450 | $1.57M | 0.00% | +3,888+18.0% | Added |
| California State Teachers Retirement System | 25,256 | $1.55M | 0.00% | −118−0.5% | Reduced |
| SEI Investments Co | 25,184 | $1.55M | 0.00% | −1,324−5.0% | Reduced |
| Heartland Advisors Inc | 23,464 | $1.44M | 0.08% | −337−1.4% | Reduced |
| UBS Group AG | 23,115 | $1.42M | 0.00% | −3,943−14.6% | Reduced |
| Balyasny Asset Management LLC | 22,847 | $1.41M | 0.00% | +3,941+20.8% | Added |
| Albert D Mason Inc | 22,533 | $1.39M | 0.94% | −30.0% | Reduced |
| Barclays PLC | 22,109 | $1.36M | 0.00% | −16,061−42.1% | Reduced |
| Squarepoint Ops LLC | 21,973 | $1.35M | 0.01% | +21,973 | New |
| Thrivent Financial for Lutherans | 21,171 | $1.30M | 0.00% | −891−4.0% | Reduced |
| Cetera Investment Advisers | 20,513 | $1.26M | 0.00% | −767−3.6% | Reduced |
| New York State Common Retirement Fund | 19,378 | $1.19M | 0.00% | +20.0% | Added |
| Allianz Asset Management GmbH | 18,300 | $1.13M | 0.00% | +10,624+138.4% | Added |
| Price T Rowe Associates Inc | 17,068 | $1.05M | 0.00% | +24+0.1% | Added |
| Davenport & Co LLC | 16,599 | $1.02M | 0.01% | −50.0% | Reduced |
| Uncommon Cents Investing LLC | 16,076 | $989.0K | 0.31% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,861 | $975.8K | 0.00% | −271−1.7% | Reduced |
| Sippican Capital Advisors | 15,601 | $959.8K | 0.76% | +12,239+364.0% | Added |
| KFG Wealth Management, LLC | 15,027 | $924.5K | 0.37% | 00.0% | Unchanged |
| Winton Group Ltd | 15,021 | $924.1K | 0.06% | +1,416+10.4% | Added |
| State of Alaska, Department of Revenue | 14,974 | $921.0K | 0.01% | −519−3.3% | Reduced |
| Russell Investments Group, Ltd. | 14,961 | $920.5K | 0.00% | +17+0.1% | Added |
| Corebridge Financial, Inc. | 14,459 | $889.5K | 0.00% | +14,459 | New |
| MetLife Investment Management | 14,314 | $880.6K | 0.01% | +1,943+15.7% | Added |
| Comerica Bank | 14,179 | $872.3K | 0.00% | −1,490−9.5% | Reduced |
| Janus Henderson Group PLC | 13,948 | $858.9K | 0.00% | −127−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 13,906 | $855.5K | 0.01% | +51+0.4% | Added |
| RSM US Wealth Management LLC | 13,887 | $840.7K | 0.01% | +2,087+17.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,842 | $826.4K | 0.00% | −5,968−30.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,016 | $800.7K | 0.00% | +13,016 | New |
| Ensign Peak Advisors, Inc | 12,994 | $799.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,896 | $793.4K | 0.00% | +397+3.2% | Added |
| Louisiana State Employees Retirement System | 12,800 | $787.5K | 0.02% | +200+1.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 11,905 | $732.4K | 0.32% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,857 | $729.4K | 0.01% | −14,237−54.6% | Reduced |
| BKD Wealth Advisors, LLC | 11,822 | $727.3K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,678 | $718.4K | 0.00% | −1,061−8.3% | Reduced |
| HighTower Advisors, LLC | 11,687 | $718.0K | 0.00% | +71+0.6% | Added |
| Two Sigma Investments, LP | 11,510 | $708.1K | 0.00% | +4,210+57.7% | Added |
| Security Financial Services, INC. | 11,472 | $705.8K | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 11,179 | $687.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,858 | $668.0K | 0.00% | −3,648−25.1% | Reduced |