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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 291,035 | $17.9M | 0.08% | −870.0% | Reduced |
| Boston Trust Walden Corp | 337,721 | $20.8M | 0.15% | −193−0.1% | Reduced |
| Ameriprise Financial Inc | 357,595 | $22.0M | 0.01% | −9,755−2.7% | Reduced |
| Northern Trust Corp | 470,817 | $29.0M | 0.00% | −2,160−0.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 538,735 | $33.1M | 3.03% | −13,245−2.4% | Reduced |
| Geode Capital Management, LLC | 599,445 | $36.9M | 0.00% | +22,415+3.9% | Added |
| Copeland Capital Management, LLC | 744,616 | $45.8M | 0.86% | +4,263+0.6% | Added |
| Dimensional Fund Advisors LP | 816,549 | $50.2M | 0.01% | +11,118+1.4% | Added |
| Silvercrest Asset Management Group LLC | 827,862 | $50.9M | 0.35% | +75,974+10.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 845,925 | $52.0M | 0.13% | −124,268−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 875,754 | $53.9M | 0.01% | +16,839+2.0% | Added |
| Neuberger Berman Group LLC | 1,098,962 | $67.6M | 0.06% | −25,377−2.3% | Reduced |
| State Street Corp | 1,249,373 | $76.9M | 0.00% | +41,856+3.5% | Added |
| Victory Capital Management Inc | 1,538,406 | $94.6M | 0.09% | −57,732−3.6% | Reduced |
| Vanguard Group Inc | 1,840,935 | $113.3M | 0.00% | −7,166−0.4% | Reduced |
| BlackRock Inc. | 3,674,100 | $226.0M | 0.01% | −77,215−2.1% | Reduced |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −31,063−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −22,257−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −15,672−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,177−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −13,424−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,381−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,544−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −8,040−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,405−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |