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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 7,417 | $456.3K | 0.00% | +7,417 | New |
| Raymond James Financial Services Advisors, Inc. | 7,602 | $467.7K | 0.00% | +10.0% | Added |
| North Star Investment Management Corp. | 7,715 | $474.6K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 7,769 | $478.0K | 0.00% | −133−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,103 | $499.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,493 | $507.0K | 0.08% | +205+2.5% | Added |
| Tower Research Capital LLC (TRC) | 8,467 | $520.9K | 0.01% | +7,896+1,382.8% | Added |
| Millennium Management LLC | 8,488 | $522.2K | 0.00% | −11,405−57.3% | Reduced |
| BNP Paribas Arbitrage, SA | 8,493 | $522.5K | 0.00% | −3,851−31.2% | Reduced |
| Voya Investment Management LLC | 8,515 | $523.8K | 0.00% | +128+1.5% | Added |
| Maryland State Retirement & Pension System | 8,892 | $547.0K | 0.01% | −351−3.8% | Reduced |
| Legato Capital Management LLC | 9,475 | $582.9K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 10,019 | $616.3K | 0.22% | +6+0.1% | Added |
| Yousif Capital Management, LLC | 10,167 | $625.5K | 0.01% | −1,231−10.8% | Reduced |
| Susquehanna International Group, LLP | 10,401 | $639.9K | 0.00% | +3,988+62.2% | Added |
| CI Private Wealth, LLC | 10,654 | $655.4K | 0.00% | −408−3.7% | Reduced |
| Cerity Partners LLC | 10,858 | $668.0K | 0.00% | −3,648−25.1% | Reduced |
| Keybank National Association | 11,179 | $687.7K | 0.00% | 00.0% | Unchanged |
| Security Financial Services, INC. | 11,472 | $705.8K | 0.15% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,510 | $708.1K | 0.00% | +4,210+57.7% | Added |
| HighTower Advisors, LLC | 11,687 | $718.0K | 0.00% | +71+0.6% | Added |
| Deutsche Bank AG | 11,678 | $718.4K | 0.00% | −1,061−8.3% | Reduced |
| BKD Wealth Advisors, LLC | 11,822 | $727.3K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,857 | $729.4K | 0.01% | −14,237−54.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 11,905 | $732.4K | 0.32% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,800 | $787.5K | 0.02% | +200+1.6% | Added |
| Manufacturers Life Insurance Company, The | 12,896 | $793.4K | 0.00% | +397+3.2% | Added |
| Ensign Peak Advisors, Inc | 12,994 | $799.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,016 | $800.7K | 0.00% | +13,016 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,842 | $826.4K | 0.00% | −5,968−30.1% | Reduced |
| RSM US Wealth Management LLC | 13,887 | $840.7K | 0.01% | +2,087+17.7% | Added |
| Illinois Municipal Retirement Fund | 13,906 | $855.5K | 0.01% | +51+0.4% | Added |
| Janus Henderson Group PLC | 13,948 | $858.9K | 0.00% | −127−0.9% | Reduced |
| Comerica Bank | 14,179 | $872.3K | 0.00% | −1,490−9.5% | Reduced |
| MetLife Investment Management | 14,314 | $880.6K | 0.01% | +1,943+15.7% | Added |
| Corebridge Financial, Inc. | 14,459 | $889.5K | 0.00% | +14,459 | New |
| Russell Investments Group, Ltd. | 14,961 | $920.5K | 0.00% | +17+0.1% | Added |
| State of Alaska, Department of Revenue | 14,974 | $921.0K | 0.01% | −519−3.3% | Reduced |
| Winton Group Ltd | 15,021 | $924.1K | 0.06% | +1,416+10.4% | Added |
| KFG Wealth Management, LLC | 15,027 | $924.5K | 0.37% | 00.0% | Unchanged |
| Sippican Capital Advisors | 15,601 | $959.8K | 0.76% | +12,239+364.0% | Added |
| Captrust Financial Advisors | 15,861 | $975.8K | 0.00% | −271−1.7% | Reduced |
| Uncommon Cents Investing LLC | 16,076 | $989.0K | 0.31% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,599 | $1.02M | 0.01% | −50.0% | Reduced |
| Price T Rowe Associates Inc | 17,068 | $1.05M | 0.00% | +24+0.1% | Added |
| Allianz Asset Management GmbH | 18,300 | $1.13M | 0.00% | +10,624+138.4% | Added |
| New York State Common Retirement Fund | 19,378 | $1.19M | 0.00% | +20.0% | Added |
| Cetera Investment Advisers | 20,513 | $1.26M | 0.00% | −767−3.6% | Reduced |
| Thrivent Financial for Lutherans | 21,171 | $1.30M | 0.00% | −891−4.0% | Reduced |
| Squarepoint Ops LLC | 21,973 | $1.35M | 0.01% | +21,973 | New |
| Barclays PLC | 22,109 | $1.36M | 0.00% | −16,061−42.1% | Reduced |
| Albert D Mason Inc | 22,533 | $1.39M | 0.94% | −30.0% | Reduced |
| Balyasny Asset Management LLC | 22,847 | $1.41M | 0.00% | +3,941+20.8% | Added |
| UBS Group AG | 23,115 | $1.42M | 0.00% | −3,943−14.6% | Reduced |
| Heartland Advisors Inc | 23,464 | $1.44M | 0.08% | −337−1.4% | Reduced |
| SEI Investments Co | 25,184 | $1.55M | 0.00% | −1,324−5.0% | Reduced |
| California State Teachers Retirement System | 25,256 | $1.55M | 0.00% | −118−0.5% | Reduced |
| Great West Life Assurance Co | 25,450 | $1.57M | 0.00% | +3,888+18.0% | Added |
| Alliancebernstein L.P. | 28,417 | $1.75M | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 29,144 | $1.79M | 0.29% | +797+2.8% | Added |
| Bridge City Capital, LLC | 31,464 | $1.94M | 0.65% | +62+0.2% | Added |
| Rafferty Asset Management, LLC | 31,895 | $1.96M | 0.01% | +6,934+27.8% | Added |
| Prudential Financial Inc | 34,720 | $2.14M | 0.00% | −1,145−3.2% | Reduced |
| Citigroup Inc | 36,249 | $2.23M | 0.00% | +1,640+4.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 44,930 | $2.76M | 3.92% | 00.0% | Unchanged |
| Jane Street Group, LLC | 48,526 | $2.99M | 0.00% | +19,524+67.3% | Added |
| 1st Source Bank | 49,534 | $3.05M | 0.18% | −70−0.1% | Reduced |
| Royal Bank of Canada | 49,736 | $3.06M | 0.00% | +1,360+2.8% | Added |
| Swiss National Bank | 51,150 | $3.15M | 0.00% | +1,000+2.0% | Added |
| UBS Asset Management Americas Inc | 52,709 | $3.24M | 0.00% | +31,117+144.1% | Added |
| Public Sector Pension Investment Board | 56,141 | $3.45M | 0.02% | +4,011+7.7% | Added |
| Voloridge Investment Management, LLC | 56,492 | $3.48M | 0.01% | +33,343+144.0% | Added |
| JPMorgan Chase & Co | 56,833 | $3.50M | 0.00% | +9,661+20.5% | Added |
| Renaissance Technologies LLC | 57,051 | $3.51M | 0.01% | +49,800+686.8% | Added |
| FMR LLC | 58,398 | $3.59M | 0.00% | −1,435−2.4% | Reduced |
| Citadel Advisors LLC | 59,702 | $3.67M | 0.00% | +45,478+319.7% | Added |
| LPL Financial LLC | 59,885 | $3.68M | 0.00% | +2,698+4.7% | Added |
| Stifel Financial Corp | 61,980 | $3.81M | 0.00% | −9,938−13.8% | Reduced |
| Aptus Capital Advisors, LLC | 65,224 | $4.01M | 0.08% | +12,975+24.8% | Added |
| Nuveen Asset Management, LLC | 68,522 | $4.22M | 0.00% | −9,912−12.6% | Reduced |
| Invesco Ltd. | 69,255 | $4.26M | 0.00% | −410−0.6% | Reduced |
| Legal & General Group Plc | 71,663 | $4.41M | 0.00% | −446−0.6% | Reduced |
| Goldman Sachs Group Inc | 80,991 | $4.98M | 0.00% | −75,790−48.3% | Reduced |
| Rhumbline Advisers | 85,828 | $5.28M | 0.00% | −1,658−1.9% | Reduced |
| Raymond James & Associates | 98,219 | $6.04M | 0.00% | +55,975+132.5% | Added |
| Kennedy Capital Management, Inc. | 101,919 | $6.27M | 0.13% | +15,436+17.8% | Added |
| Bank of America Corp | 114,281 | $7.03M | 0.00% | +8,315+7.8% | Added |
| Segall Bryant & Hamill, LLC | 118,660 | $7.30M | 0.13% | −16,054−11.9% | Reduced |
| American Century Companies Inc | 121,941 | $7.50M | 0.00% | −4,490−3.6% | Reduced |
| Principal Financial Group Inc | 125,807 | $7.74M | 0.00% | −6,170−4.7% | Reduced |
| Wells Fargo & Company | 134,721 | $8.29M | 0.00% | −48,796−26.6% | Reduced |
| Monarch Capital Management Inc | 158,845 | $9.77M | 2.87% | −1,775−1.1% | Reduced |
| First Trust Advisors LP | 162,344 | $9.99M | 0.01% | +65,334+67.3% | Added |
| NFJ Investment Group, LLC | 172,891 | $10.6M | 0.33% | −7,749−4.3% | Reduced |
| Timucuan Asset Management Inc | 187,811 | $11.6M | 0.40% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 193,211 | $11.7M | 0.06% | +62,978+48.4% | Added |
| Natixis Advisors, L.P. | 218,224 | $13.4M | 0.03% | −1030.0% | Reduced |
| Bank of New York Mellon Corp | 232,888 | $14.3M | 0.00% | +684+0.3% | Added |
| Envestnet Asset Management Inc | 233,836 | $14.4M | 0.01% | +12,846+5.8% | Added |
| Morgan Stanley | 244,253 | $15.0M | 0.00% | −7,197−2.9% | Reduced |