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, Q3 2024
Institutional positions in Lakeland Financial Corp as of Sep 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
- 234
- +20 vs. Q2 2024
- Shares held
- 21.3M
- +3.83M (+21.8%) vs. Q2 2024
- Total value
- $1.39B
- +$314.3M (+29.2%) vs. Q2 2024
- New holders
- 35
- 81 more added
- Sold out
- 15
- 80 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,705,277 | $241.3M | 0.01% | +3,705,277 | New |
| Vanguard Group Inc | 1,840,355 | $119.8M | 0.00% | −5800.0% | Reduced |
| Victory Capital Management Inc | 1,485,104 | $96.7M | 0.09% | −53,302−3.5% | Reduced |
| State Street Corp | 1,276,929 | $83.2M | 0.00% | +27,556+2.2% | Added |
| Neuberger Berman Group LLC | 1,094,321 | $71.3M | 0.06% | −4,641−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 904,941 | $58.9M | 0.40% | +77,079+9.3% | Added |
| Charles Schwab Investment Management Inc | 902,968 | $58.8M | 0.01% | +27,214+3.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 826,445 | $53.8M | 0.12% | −19,480−2.3% | Reduced |
| Dimensional Fund Advisors LP | 801,218 | $52.2M | 0.01% | −15,331−1.9% | Reduced |
| Copeland Capital Management, LLC | 745,939 | $48.6M | 0.84% | +1,323+0.2% | Added |
| Geode Capital Management, LLC | 605,007 | $39.4M | 0.00% | +5,562+0.9% | Added |
| Neumeier Poma Investment Counsel LLC | 488,502 | $31.8M | 3.03% | −50,233−9.3% | Reduced |
| Northern Trust Corp | 469,262 | $30.6M | 0.01% | −1,555−0.3% | Reduced |
| Ameriprise Financial Inc | 348,891 | $22.7M | 0.01% | −8,704−2.4% | Reduced |
| Goldman Sachs Group Inc | 296,966 | $19.3M | 0.00% | +215,975+266.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 290,725 | $18.9M | 0.07% | −310−0.1% | Reduced |
| Morgan Stanley | 279,880 | $18.2M | 0.00% | +35,627+14.6% | Added |
| Eagle Asset Management Inc | 250,139 | $18.1M | 0.09% | +56,928+29.5% | Added |
| Bank of New York Mellon Corp | 207,377 | $13.5M | 0.00% | −25,511−11.0% | Reduced |
| Envestnet Asset Management Inc | 199,848 | $13.0M | 0.00% | −33,988−14.5% | Reduced |
| First Trust Advisors LP | 199,477 | $13.0M | 0.01% | +37,133+22.9% | Added |
| Timucuan Asset Management Inc | 188,461 | $12.3M | 0.37% | +650+0.3% | Added |
| NFJ Investment Group, LLC | 161,651 | $10.5M | 0.31% | −11,240−6.5% | Reduced |
| Monarch Capital Management Inc | 157,725 | $10.3M | 2.77% | −1,120−0.7% | Reduced |
| Natixis Advisors, L.P. | 138,781 | $9.04M | 0.02% | −79,443−36.4% | Reduced |
| Bank of America Corp | 131,954 | $8.59M | 0.00% | +17,673+15.5% | Added |
| American Century Companies Inc | 126,306 | $8.23M | 0.00% | +4,365+3.6% | Added |
| Wells Fargo & Company | 122,233 | $7.96M | 0.00% | −12,488−9.3% | Reduced |
| Principal Financial Group Inc | 120,276 | $7.83M | 0.00% | −5,531−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 110,528 | $7.20M | 0.10% | −8,132−6.9% | Reduced |
| Kennedy Capital Management, Inc. | 95,441 | $6.22M | 0.14% | −6,478−6.4% | Reduced |
| Millennium Management LLC | 93,095 | $6.06M | 0.01% | +84,607+996.8% | Added |
| Invesco Ltd. | 84,916 | $5.53M | 0.00% | +15,661+22.6% | Added |
| Raymond James & Associates | 84,347 | $5.49M | 0.00% | −13,872−14.1% | Reduced |
| Rhumbline Advisers | 83,299 | $5.42M | 0.00% | −2,529−2.9% | Reduced |
| FMR LLC | 82,428 | $5.37M | 0.00% | +24,030+41.1% | Added |
| Aptus Capital Advisors, LLC | 75,418 | $4.91M | 0.07% | +10,194+15.6% | Added |
| Legal & General Group Plc | 70,767 | $4.61M | 0.00% | −896−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 68,620 | $4.47M | 0.10% | +56,798+480.4% | Added |
| Nuveen Asset Management, LLC | 68,522 | $4.46M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 66,295 | $4.32M | 0.00% | +4,315+7.0% | Added |
| LPL Financial LLC | 61,781 | $4.02M | 0.00% | +1,896+3.2% | Added |
| Voloridge Investment Management, LLC | 60,894 | $3.97M | 0.01% | +4,402+7.8% | Added |
| JPMorgan Chase & Co | 57,933 | $3.77M | 0.00% | +1,100+1.9% | Added |
| Citadel Advisors LLC | 55,405 | $3.61M | 0.00% | −4,297−7.2% | Reduced |
| Public Sector Pension Investment Board | 54,141 | $3.53M | 0.02% | −2,000−3.6% | Reduced |
| Barclays PLC | 50,960 | $3.32M | 0.00% | +28,851+130.5% | Added |
| Royal Bank of Canada | 50,021 | $3.26M | 0.00% | +285+0.6% | Added |
| Swiss National Bank | 49,850 | $3.25M | 0.00% | −1,300−2.5% | Reduced |
| 1st Source Bank | 48,744 | $3.17M | 0.18% | −790−1.6% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,955 | $2.99M | 3.00% | +1,025+2.3% | Added |
| UBS Asset Management Americas Inc | 45,724 | $2.98M | 0.00% | −6,985−13.3% | Reduced |
| Citigroup Inc | 43,379 | $2.82M | 0.00% | +7,130+19.7% | Added |
| Tudor Investment Corp Et Al | 41,076 | $2.67M | 0.03% | +29,219+246.4% | Added |
| Bridge City Capital, LLC | 36,706 | $2.39M | 0.66% | +5,242+16.7% | Added |
| Jane Street Group, LLC | 33,652 | $2.19M | 0.00% | −14,874−30.7% | Reduced |
| HRT Financial LP | 31,349 | $2.04M | 0.01% | +31,349 | New |
| Prudential Financial Inc | 28,712 | $1.87M | 0.00% | −6,008−17.3% | Reduced |
| SEI Investments Co | 27,494 | $1.79M | 0.00% | +2,310+9.2% | Added |
| Sym Financial Corp | 27,322 | $1.78M | 0.24% | −1,822−6.3% | Reduced |
| Alliancebernstein L.P. | 26,917 | $1.75M | 0.00% | −1,500−5.3% | Reduced |
| Qube Research & Technologies Ltd | 26,534 | $1.73M | 0.00% | +22,315+528.9% | Added |
| Great West Life Assurance Co | 25,450 | $1.66M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 24,085 | $1.57M | 0.00% | −1,171−4.6% | Reduced |
| Rafferty Asset Management, LLC | 24,021 | $1.56M | 0.01% | −7,874−24.7% | Reduced |
| Heartland Advisors Inc | 22,786 | $1.48M | 0.08% | −678−2.9% | Reduced |
| Squarepoint Ops LLC | 22,485 | $1.46M | 0.00% | +512+2.3% | Added |
| Albert D Mason Inc | 22,461 | $1.46M | 0.94% | −72−0.3% | Reduced |
| UBS Group AG | 21,416 | $1.39M | 0.00% | −1,699−7.4% | Reduced |
| Thrivent Financial for Lutherans | 20,030 | $1.30M | 0.00% | −1,141−5.4% | Reduced |
| Cetera Investment Advisers | 19,421 | $1.26M | 0.00% | −1,092−5.3% | Reduced |
| Sippican Capital Advisors | 18,931 | $1.23M | 0.86% | +3,330+21.3% | Added |
| New York State Common Retirement Fund | 17,878 | $1.16M | 0.00% | −1,500−7.7% | Reduced |
| Price T Rowe Associates Inc | 17,289 | $1.13M | 0.00% | +221+1.3% | Added |
| Russell Investments Group, Ltd. | 16,444 | $1.07M | 0.00% | +1,483+9.9% | Added |
| Winton Group Ltd | 16,315 | $1.06M | 0.07% | +1,294+8.6% | Added |
| Uncommon Cents Investing LLC | 15,976 | $1.04M | 0.29% | −100−0.6% | Reduced |
| Gsa Capital Partners LLP | 15,649 | $1.02M | 0.08% | +10,685+215.2% | Added |
| Cubist Systematic Strategies, LLC | 15,419 | $1.00M | 0.02% | +15,419 | New |
| Mirae Asset Global Investments Co., Ltd. | 15,551 | $997.9K | 0.00% | +1,709+12.3% | Added |
| Cerity Partners LLC | 15,229 | $991.7K | 0.00% | +4,371+40.3% | Added |
| Two Sigma Investments, LP | 15,202 | $990.0K | 0.00% | +3,692+32.1% | Added |
| Deutsche Bank AG | 15,039 | $979.3K | 0.00% | +3,361+28.8% | Added |
| State of Alaska, Department of Revenue | 14,556 | $947.0K | 0.01% | −418−2.8% | Reduced |
| MetLife Investment Management | 14,314 | $932.1K | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 14,306 | $931.6K | 0.00% | −153−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 14,176 | $923.1K | 0.01% | +270+1.9% | Added |
| KFG Wealth Management, LLC | 14,046 | $914.7K | 0.20% | −981−6.5% | Reduced |
| Janus Henderson Group PLC | 13,948 | $909.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 13,929 | $907.0K | 0.00% | −250−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,624 | $887.2K | 0.00% | +608+4.7% | Added |
| Campbell & CO Investment Adviser LLC | 13,304 | $866.4K | 0.06% | +13,304 | New |
| Ensign Peak Advisors, Inc | 12,994 | $846.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,674 | $825.3K | 0.00% | −222−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,338 | $803.5K | 0.00% | +4,736+62.3% | Added |
| Louisiana State Employees Retirement System | 12,300 | $801.0K | 0.01% | −500−3.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,910 | $775.6K | 0.00% | +3,417+40.2% | Added |
| Renaissance Technologies LLC | 11,751 | $765.2K | 0.00% | −45,300−79.4% | Reduced |
| RSM US Wealth Management LLC | 11,867 | $751.9K | 0.01% | −2,020−14.5% | Reduced |
| Security Financial Services, INC. | 11,472 | $747.1K | 0.15% | 00.0% | Unchanged |