Lakeland Financial Corp

LKFN

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000721994

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Lakeland Financial Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of LKFN: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	216	2	234	+20
Shares	21.2M	3.67M	21.3M	+3.83M (+21.8%)
Value	$1.30B	$226.0M	$1.39B	+$314.3M (+29.2%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Lakeland Financial Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to LKFN in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,705,277	$241.3M	0.01%
HRT Financial LP	31,349	$2.04M	0.01%
Cubist Systematic Strategies, LLC	15,419	$1.00M	0.02%
Campbell & CO Investment Adviser LLC	13,304	$866.4K	0.06%
Connor, Clark & Lunn Investment Management Ltd.	9,458	$615.9K	0.00%
CX Institutional	6,000	$390.7K	0.02%
Reuter James Wealth Management, LLC	5,402	$351.8K	0.06%
Alps Advisors Inc	5,400	$351.6K	0.00%
ExodusPoint Capital Management, LP	5,315	$346.0K	0.00%
Intech Investment Management LLC	4,921	$320.5K	0.00%
Verition Fund Management LLC	4,704	$306.3K	0.00%
Sherbrooke Park Advisers LLC	4,488	$292.3K	0.07%
Dark Forest Capital Management LP	3,871	$252.1K	0.03%
Sanctuary Advisors, LLC	3,079	$232.1K	0.00%
Aigen Investment Management, LP	3,407	$221.9K	0.04%
Trexquant Investment LP	3,291	$214.3K	0.00%
Schonfeld Strategic Advisors LLC	3,165	$206.1K	0.00%
HSBC Holdings PLC	3,134	$205.6K	0.00%
Everence Capital Management Inc	3,090	$201.0K	0.01%
Point72 Asset Management, L.P.	3,054	$198.8K	0.00%
Aquatic Capital Management LLC	1,605	$104.5K	0.00%
Acadian Asset Management LLC	1,290	$84.0K	0.00%
Point72 (DIFC) Ltd	1,133	$73.8K	0.01%
Catalyst Funds Management Pty Ltd	800	$52.1K	0.01%
Golden State Equity Partners	252	$16.4K	0.00%
Hemington Wealth Management	145	$9.00K	0.00%
Harbor Capital Advisors, Inc.	93	$6.00K	0.00%
Sterling Capital Management LLC	81	$5.28K	0.00%
Geneos Wealth Management Inc.	80	$5.21K	0.00%
Brown Brothers Harriman & Co	71	$4.62K	0.00%
Ashton Thomas Securities, LLC	60	$3.91K	0.00%
Capital Performance Advisors LLP	17	$1.11K	0.00%
Anchor Investment Management, LLC	16	$1.04K	0.00%
Mendota Financial Group, LLC	1	$66	0.00%
Claris Advisors, LLC	1	$65	0.00%

Sold out (15)

Institutions that held Lakeland Financial Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of LKFN in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Boston Trust Walden Corp	337,721	$20.8M
North Star Investment Management Corp.	7,715	$474.6K
Pathstone Holdings, LLC	6,052	$372.3K
Goelzer Investment Management, Inc.	5,940	$365.4K
Keebeck Alpha, LP	3,844	$236.5K
Prelude Capital Management, LLC	3,690	$227.0K
Virtu Financial LLC	3,479	$214.0K
MML Investors Services, LLC	3,300	$203.0K
CKW Financial Group	3,163	$192.0K
VisionPoint Advisory Group, LLC	781	$48.0K
CIBC Private Wealth Group, LLC	165	$9.65K
Opal Wealth Advisors, LLC	137	$8.43K
Oakworth Capital, Inc.	40	$2.46K
Northwestern Mutual Wealth Management Co	38	$2.34K
Westside Investment Management, Inc.	26	$1.60K

Not filed for Q3 2024 yet (2)

Institutions that held Lakeland Financial Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LKFN in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	3,674,100	$226.0M
Institutional & Family Asset Management, LLC	66	$4.06K