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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $123 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $185 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $247 | 0.00% | −2−33.3% | Reduced |
| Rothschild Investment LLC | 5 | $308 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $492 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $493 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 14 | $861 | 0.00% | +14 | New |
| Covestor Ltd | 14 | $1.00K | 0.00% | +12+600.0% | Added |
| Farmers & Merchants Investments Inc | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $1.48K | 0.00% | +12+100.0% | Added |
| Westside Investment Management, Inc. | 26 | $1.60K | 0.00% | +26 | New |
| Eagle Bay Advisors LLC | 26 | $1.60K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $2.34K | 0.00% | −20−34.5% | Reduced |
| Oakworth Capital, Inc. | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.20K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 66 | $4.06K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 78 | $4.80K | 0.00% | +78 | New |
| Hantz Financial Services, Inc. | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $5.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 117 | $7.20K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 137 | $8.43K | 0.00% | +137 | New |
| CIBC Private Wealth Group, LLC | 165 | $9.65K | 0.00% | −68−29.2% | Reduced |
| Principal Securities, Inc. | 166 | $10.2K | 0.00% | +45+37.2% | Added |
| Global Retirement Partners, LLC | 181 | $11.1K | 0.00% | −22−10.8% | Reduced |
| Clearstead Advisors, LLC | 191 | $11.8K | 0.00% | +191 | New |
| Public Employees Retirement System of Ohio | 243 | $14.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 277 | $17.0K | 0.00% | +134+93.7% | Added |
| CBIZ Investment Advisory Services, LLC | 308 | $19.0K | 0.00% | −6−1.9% | Reduced |
| Allworth Financial LP | 295 | $20.0K | 0.00% | +191+183.7% | Added |
| TD Private Client Wealth LLC | 382 | $23.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $24.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 405 | $24.9K | 0.00% | −56−12.1% | Reduced |
| Quadrant Capital Group LLC | 433 | $26.6K | 0.00% | +319+279.8% | Added |
| Indiana Trust & Investment Management CO | 459 | $28.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 484 | $29.8K | 0.00% | +484 | New |
| Ronald Blue Trust, Inc. | 452 | $30.0K | 0.00% | +63+16.2% | Added |
| nVerses Capital, LLC | 500 | $30.8K | 0.02% | +500 | New |
| Proequities, Inc. | 503 | $30.9K | 0.00% | −13−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 530 | $32.6K | 0.00% | +399+304.6% | Added |
| Fifth Third Bancorp | 593 | $36.5K | 0.00% | +459+342.5% | Added |
| First Horizon Advisors, Inc. | 745 | $45.8K | 0.00% | −28−3.6% | Reduced |
| VisionPoint Advisory Group, LLC | 781 | $48.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 796 | $49.0K | 0.00% | +166+26.3% | Added |
| KBC Group NV | 1,030 | $63.0K | 0.00% | +344+50.1% | Added |
| Nisa Investment Advisors, LLC | 1,231 | $75.7K | 0.00% | −13−1.0% | Reduced |
| US Bancorp | 1,233 | $75.8K | 0.00% | +1+0.1% | Added |
| Jones Financial Companies LLLP | 1,425 | $87.7K | 0.00% | +1,307+1,107.6% | Added |
| Harbour Investments, Inc. | 1,706 | $105.0K | 0.00% | +2+0.1% | Added |
| SG Americas Securities, LLC | 1,774 | $109.0K | 0.00% | −517−22.6% | Reduced |
| Quantbot Technologies LP | 1,927 | $118.5K | 0.01% | +180+10.3% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $151.9K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 3,163 | $192.0K | 0.02% | +16+0.5% | Added |
| MML Investors Services, LLC | 3,300 | $203.0K | 0.00% | −25−0.8% | Reduced |
| Jump Financial, LLC | 3,300 | $203.0K | 0.00% | −249−7.0% | Reduced |
| Pictet Asset Management Holding SA | 3,335 | $205.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,355 | $206.4K | 0.00% | −224−6.3% | Reduced |
| Virtu Financial LLC | 3,479 | $214.0K | 0.01% | +3,479 | New |
| Commonwealth Equity Services, LLC | 3,495 | $215.0K | 0.00% | +89+2.6% | Added |
| Terry L. Blaker | 3,500 | $215.3K | 0.01% | +3,500 | New |
| Moody National Bank Trust Division | 3,588 | $220.7K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,690 | $227.0K | 0.02% | −870−19.1% | Reduced |
| Amundi | 3,818 | $231.3K | 0.00% | +3,818 | New |
| ProShare Advisors LLC | 3,836 | $236.0K | 0.00% | −1,184−23.6% | Reduced |
| Keebeck Alpha, LP | 3,844 | $236.5K | 0.17% | −907−19.1% | Reduced |
| State of Wyoming | 3,872 | $238.2K | 0.04% | +524+15.7% | Added |
| Public Employees Retirement Association of Colorado | 3,902 | $240.0K | 0.00% | −28−0.7% | Reduced |
| Sapient Capital LLC | 3,950 | $243.0K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 4,027 | $254.4K | 0.10% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,192 | $257.9K | 0.00% | −190−4.3% | Reduced |
| Qube Research & Technologies Ltd | 4,219 | $259.6K | 0.00% | +4,219 | New |
| Personal Cfo Solutions, LLC | 4,485 | $275.9K | 0.04% | −178−3.8% | Reduced |
| Bank of Montreal | 4,493 | $277.0K | 0.00% | −255−5.4% | Reduced |
| AQR Capital Management LLC | 4,649 | $286.0K | 0.00% | −285−5.8% | Reduced |
| Atria Investments LLC | 4,698 | $289.0K | 0.00% | +4,698 | New |
| Gsa Capital Partners LLP | 4,964 | $305.0K | 0.02% | +4,964 | New |
| Handelsbanken Fonder AB | 5,030 | $309.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,373 | $330.5K | 0.00% | +324+6.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,431 | $334.1K | 0.00% | +529+10.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,495 | $338.1K | 0.00% | +3+0.1% | Added |
| CWM Advisors, LLC | 5,679 | $349.4K | 0.04% | +277+5.1% | Added |
| Occudo Quantitative Strategies LP | 5,746 | $353.5K | 0.06% | +72+1.3% | Added |
| Goelzer Investment Management, Inc. | 5,940 | $365.4K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,011 | $369.8K | 0.00% | +261+4.5% | Added |
| Pathstone Holdings, LLC | 6,052 | $372.3K | 0.00% | +131+2.2% | Added |
| Oregon Public Employees Retirement Fund | 6,156 | $378.7K | 0.01% | −700−10.2% | Reduced |
| New York State Teachers Retirement System | 6,240 | $384.0K | 0.00% | −400−6.0% | Reduced |
| Marshall Wace, LLP | 6,332 | $389.5K | 0.00% | +6,332 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,397 | $393.5K | 0.02% | +3,757+142.3% | Added |
| Bedel Financial Consulting, Inc. | 6,450 | $396.8K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,538 | $402.0K | 0.00% | −346−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,652 | $409.2K | 0.00% | −1,494−18.3% | Reduced |
| Avantax Advisory Services, Inc. | 6,886 | $423.6K | 0.00% | +6,886 | New |
| State of Tennessee, Treasury Department | 6,928 | $426.2K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,228 | $444.7K | 0.01% | +332+4.8% | Added |
| Arizona State Retirement System | 7,269 | $447.2K | 0.00% | +280+4.0% | Added |