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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 10,654 | $655.4K | 0.00% | −408−3.7% | Reduced |
| Susquehanna International Group, LLP | 10,401 | $639.9K | 0.00% | +3,988+62.2% | Added |
| Yousif Capital Management, LLC | 10,167 | $625.5K | 0.01% | −1,231−10.8% | Reduced |
| Pathway Financial Advisers, LLC | 10,019 | $616.3K | 0.22% | +6+0.1% | Added |
| Legato Capital Management LLC | 9,475 | $582.9K | 0.08% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,892 | $547.0K | 0.01% | −351−3.8% | Reduced |
| Voya Investment Management LLC | 8,515 | $523.8K | 0.00% | +128+1.5% | Added |
| BNP Paribas Arbitrage, SA | 8,493 | $522.5K | 0.00% | −3,851−31.2% | Reduced |
| Millennium Management LLC | 8,488 | $522.2K | 0.00% | −11,405−57.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,467 | $520.9K | 0.01% | +7,896+1,382.8% | Added |
| Smartleaf Asset Management LLC | 8,493 | $507.0K | 0.08% | +205+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 8,103 | $499.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,769 | $478.0K | 0.00% | −133−1.7% | Reduced |
| North Star Investment Management Corp. | 7,715 | $474.6K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,602 | $467.7K | 0.00% | +10.0% | Added |
| D. E. Shaw & Co., Inc. | 7,417 | $456.3K | 0.00% | +7,417 | New |
| Arizona State Retirement System | 7,269 | $447.2K | 0.00% | +280+4.0% | Added |
| Snowden Capital Advisors LLC | 7,228 | $444.7K | 0.01% | +332+4.8% | Added |
| State of Tennessee, Treasury Department | 6,928 | $426.2K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,886 | $423.6K | 0.00% | +6,886 | New |
| State Board of Administration of Florida Retirement System | 6,652 | $409.2K | 0.00% | −1,494−18.3% | Reduced |
| Bessemer Group Inc | 6,538 | $402.0K | 0.00% | −346−5.0% | Reduced |
| Bedel Financial Consulting, Inc. | 6,450 | $396.8K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,397 | $393.5K | 0.02% | +3,757+142.3% | Added |
| Marshall Wace, LLP | 6,332 | $389.5K | 0.00% | +6,332 | New |
| New York State Teachers Retirement System | 6,240 | $384.0K | 0.00% | −400−6.0% | Reduced |
| Oregon Public Employees Retirement Fund | 6,156 | $378.7K | 0.01% | −700−10.2% | Reduced |
| Pathstone Holdings, LLC | 6,052 | $372.3K | 0.00% | +131+2.2% | Added |
| Cresset Asset Management, LLC | 6,011 | $369.8K | 0.00% | +261+4.5% | Added |
| Goelzer Investment Management, Inc. | 5,940 | $365.4K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,746 | $353.5K | 0.06% | +72+1.3% | Added |
| CWM Advisors, LLC | 5,679 | $349.4K | 0.04% | +277+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,495 | $338.1K | 0.00% | +3+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,431 | $334.1K | 0.00% | +529+10.8% | Added |
| Huntington National Bank | 5,373 | $330.5K | 0.00% | +324+6.4% | Added |
| Handelsbanken Fonder AB | 5,030 | $309.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,964 | $305.0K | 0.02% | +4,964 | New |
| Atria Investments LLC | 4,698 | $289.0K | 0.00% | +4,698 | New |
| AQR Capital Management LLC | 4,649 | $286.0K | 0.00% | −285−5.8% | Reduced |
| Bank of Montreal | 4,493 | $277.0K | 0.00% | −255−5.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,485 | $275.9K | 0.04% | −178−3.8% | Reduced |
| Qube Research & Technologies Ltd | 4,219 | $259.6K | 0.00% | +4,219 | New |
| Mutual of America Capital Management LLC | 4,192 | $257.9K | 0.00% | −190−4.3% | Reduced |
| MGB Wealth Management, LLC | 4,027 | $254.4K | 0.10% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $243.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $240.0K | 0.00% | −28−0.7% | Reduced |
| State of Wyoming | 3,872 | $238.2K | 0.04% | +524+15.7% | Added |
| Keebeck Alpha, LP | 3,844 | $236.5K | 0.17% | −907−19.1% | Reduced |
| ProShare Advisors LLC | 3,836 | $236.0K | 0.00% | −1,184−23.6% | Reduced |
| Amundi | 3,818 | $231.3K | 0.00% | +3,818 | New |
| Prelude Capital Management, LLC | 3,690 | $227.0K | 0.02% | −870−19.1% | Reduced |
| Moody National Bank Trust Division | 3,588 | $220.7K | 0.02% | 00.0% | Unchanged |
| Terry L. Blaker | 3,500 | $215.3K | 0.01% | +3,500 | New |
| Commonwealth Equity Services, LLC | 3,495 | $215.0K | 0.00% | +89+2.6% | Added |
| Virtu Financial LLC | 3,479 | $214.0K | 0.01% | +3,479 | New |
| The PNC Financial Services Group, Inc. | 3,355 | $206.4K | 0.00% | −224−6.3% | Reduced |
| Pictet Asset Management Holding SA | 3,335 | $205.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,300 | $203.0K | 0.00% | −249−7.0% | Reduced |
| MML Investors Services, LLC | 3,300 | $203.0K | 0.00% | −25−0.8% | Reduced |
| CKW Financial Group | 3,163 | $192.0K | 0.02% | +16+0.5% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $151.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,927 | $118.5K | 0.01% | +180+10.3% | Added |
| SG Americas Securities, LLC | 1,774 | $109.0K | 0.00% | −517−22.6% | Reduced |
| Harbour Investments, Inc. | 1,706 | $105.0K | 0.00% | +2+0.1% | Added |
| Jones Financial Companies LLLP | 1,425 | $87.7K | 0.00% | +1,307+1,107.6% | Added |
| US Bancorp | 1,233 | $75.8K | 0.00% | +1+0.1% | Added |
| Nisa Investment Advisors, LLC | 1,231 | $75.7K | 0.00% | −13−1.0% | Reduced |
| KBC Group NV | 1,030 | $63.0K | 0.00% | +344+50.1% | Added |
| SRS Capital Advisors, Inc. | 796 | $49.0K | 0.00% | +166+26.3% | Added |
| VisionPoint Advisory Group, LLC | 781 | $48.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 745 | $45.8K | 0.00% | −28−3.6% | Reduced |
| Fifth Third Bancorp | 593 | $36.5K | 0.00% | +459+342.5% | Added |
| Advisor Group Holdings, Inc. | 530 | $32.6K | 0.00% | +399+304.6% | Added |
| Proequities, Inc. | 503 | $30.9K | 0.00% | −13−2.5% | Reduced |
| nVerses Capital, LLC | 500 | $30.8K | 0.02% | +500 | New |
| Ronald Blue Trust, Inc. | 452 | $30.0K | 0.00% | +63+16.2% | Added |
| Venturi Wealth Management, LLC | 484 | $29.8K | 0.00% | +484 | New |
| Indiana Trust & Investment Management CO | 459 | $28.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 433 | $26.6K | 0.00% | +319+279.8% | Added |
| GAMMA Investing LLC | 405 | $24.9K | 0.00% | −56−12.1% | Reduced |
| Creative Financial Designs Inc | 392 | $24.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 382 | $23.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 295 | $20.0K | 0.00% | +191+183.7% | Added |
| CBIZ Investment Advisory Services, LLC | 308 | $19.0K | 0.00% | −6−1.9% | Reduced |
| CWM, LLC | 277 | $17.0K | 0.00% | +134+93.7% | Added |
| Public Employees Retirement System of Ohio | 243 | $14.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 191 | $11.8K | 0.00% | +191 | New |
| Global Retirement Partners, LLC | 181 | $11.1K | 0.00% | −22−10.8% | Reduced |
| Principal Securities, Inc. | 166 | $10.2K | 0.00% | +45+37.2% | Added |
| CIBC Private Wealth Group, LLC | 165 | $9.65K | 0.00% | −68−29.2% | Reduced |
| Opal Wealth Advisors, LLC | 137 | $8.43K | 0.00% | +137 | New |
| Parkside Financial Bank & Trust | 117 | $7.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $5.04K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 78 | $4.80K | 0.00% | +78 | New |
| Institutional & Family Asset Management, LLC | 66 | $4.06K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.20K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $2.34K | 0.00% | −20−34.5% | Reduced |