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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 1 | $65 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $66 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $129 | 0.00% | +1+100.0% | Added |
| Larson Financial Group LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $196 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $196 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $521 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 14 | $912 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −6−42.9% | Reduced |
| Anchor Investment Management, LLC | 16 | $1.04K | 0.00% | +16 | New |
| Capital Performance Advisors LLP | 17 | $1.11K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.30K | 0.00% | +15+300.0% | Added |
| Eagle Bay Advisors LLC | 26 | $1.69K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.76K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 28 | $1.82K | 0.00% | −456−94.2% | Reduced |
| Nisa Investment Advisors, LLC | 31 | $2.02K | 0.00% | −1,200−97.5% | Reduced |
| Red Tortoise LLC | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.39K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $3.45K | 0.00% | +29+120.8% | Added |
| Quarry LP | 56 | $3.65K | 0.00% | −22−28.2% | Reduced |
| Ashton Thomas Securities, LLC | 60 | $3.91K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 71 | $4.62K | 0.00% | +71 | New |
| Hantz Financial Services, Inc. | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $5.08K | 0.00% | −4−4.9% | Reduced |
| Geneos Wealth Management Inc. | 80 | $5.21K | 0.00% | +80 | New |
| Sterling Capital Management LLC | 81 | $5.28K | 0.00% | +81 | New |
| Harbor Capital Advisors, Inc. | 93 | $6.00K | 0.00% | +93 | New |
| Parkside Financial Bank & Trust | 117 | $7.62K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 145 | $9.00K | 0.00% | +145 | New |
| Principal Securities, Inc. | 184 | $12.0K | 0.00% | +18+10.8% | Added |
| Clearstead Advisors, LLC | 191 | $12.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 194 | $12.6K | 0.00% | +13+7.2% | Added |
| Public Employees Retirement System of Ohio | 238 | $15.5K | 0.00% | −5−2.1% | Reduced |
| Golden State Equity Partners | 252 | $16.4K | 0.00% | +252 | New |
| Allworth Financial LP | 295 | $19.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 331 | $21.6K | 0.00% | +23+7.5% | Added |
| CWM, LLC | 347 | $23.0K | 0.00% | +70+25.3% | Added |
| TD Private Client Wealth LLC | 382 | $24.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $25.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $26.0K | 0.01% | −59−12.9% | Reduced |
| Quadrant Capital Group LLC | 433 | $28.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 503 | $30.9K | 0.00% | +51+11.3% | Added |
| Proequities, Inc. | 505 | $32.9K | 0.00% | +2+0.4% | Added |
| Advisor Group Holdings, Inc. | 520 | $33.9K | 0.00% | −10−1.9% | Reduced |
| Fifth Third Bancorp | 603 | $39.3K | 0.00% | +10+1.7% | Added |
| GAMMA Investing LLC | 640 | $41.7K | 0.00% | +235+58.0% | Added |
| SRS Capital Advisors, Inc. | 793 | $51.7K | 0.00% | −3−0.4% | Reduced |
| nVerses Capital, LLC | 800 | $52.1K | 0.02% | +300+60.0% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $52.1K | 0.01% | +800 | New |
| First Horizon Advisors, Inc. | 822 | $53.5K | 0.00% | +77+10.3% | Added |
| KBC Group NV | 1,030 | $67.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,133 | $73.8K | 0.01% | +1,133 | New |
| Acadian Asset Management LLC | 1,290 | $84.0K | 0.00% | +1,290 | New |
| Aquatic Capital Management LLC | 1,605 | $104.5K | 0.00% | +1,605 | New |
| Harbour Investments, Inc. | 1,708 | $111.2K | 0.00% | +2+0.1% | Added |
| Jones Financial Companies LLLP | 1,736 | $111.5K | 0.00% | +311+21.8% | Added |
| US Bancorp | 2,123 | $138.2K | 0.00% | +890+72.2% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $160.8K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,675 | $174.2K | 0.02% | +2,667+33,337.5% | Added |
| The PNC Financial Services Group, Inc. | 3,047 | $198.4K | 0.00% | −308−9.2% | Reduced |
| Point72 Asset Management, L.P. | 3,054 | $198.8K | 0.00% | +3,054 | New |
| Everence Capital Management Inc | 3,090 | $201.0K | 0.01% | +3,090 | New |
| HSBC Holdings PLC | 3,134 | $205.6K | 0.00% | +3,134 | New |
| Schonfeld Strategic Advisors LLC | 3,165 | $206.1K | 0.00% | +3,165 | New |
| Trexquant Investment LP | 3,291 | $214.3K | 0.00% | +3,291 | New |
| Commonwealth Equity Services, LLC | 3,316 | $216.0K | 0.00% | −179−5.1% | Reduced |
| Pictet Asset Management Holding SA | 3,335 | $217.2K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,407 | $221.9K | 0.04% | +3,407 | New |
| Atria Investments LLC | 3,480 | $226.6K | 0.00% | −1,218−25.9% | Reduced |
| Terry L. Blaker | 3,500 | $227.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,079 | $232.1K | 0.00% | +3,079 | New |
| Mutual of America Capital Management LLC | 3,837 | $249.9K | 0.00% | −355−8.5% | Reduced |
| Dark Forest Capital Management LP | 3,871 | $252.1K | 0.03% | +3,871 | New |
| Public Employees Retirement Association of Colorado | 3,902 | $254.0K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $257.2K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 4,027 | $262.2K | 0.10% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,126 | $268.7K | 0.03% | +538+15.0% | Added |
| Tower Research Capital LLC (TRC) | 4,171 | $271.6K | 0.01% | −4,296−50.7% | Reduced |
| Amundi | 4,354 | $271.8K | 0.00% | +536+14.0% | Added |
| State of Wyoming | 4,210 | $274.2K | 0.04% | +338+8.7% | Added |
| Occudo Quantitative Strategies LP | 4,472 | $291.2K | 0.05% | −1,274−22.2% | Reduced |
| Sherbrooke Park Advisers LLC | 4,488 | $292.3K | 0.07% | +4,488 | New |
| Personal Cfo Solutions, LLC | 4,564 | $297.2K | 0.04% | +79+1.8% | Added |
| Bank of Montreal | 4,648 | $298.3K | 0.00% | +155+3.4% | Added |
| Verition Fund Management LLC | 4,704 | $306.3K | 0.00% | +4,704 | New |
| Quantbot Technologies LP | 4,825 | $314.2K | 0.01% | +2,898+150.4% | Added |
| Intech Investment Management LLC | 4,921 | $320.5K | 0.00% | +4,921 | New |
| Captrust Financial Advisors | 4,955 | $322.7K | 0.00% | −10,906−68.8% | Reduced |
| AQR Capital Management LLC | 5,007 | $326.0K | 0.00% | +358+7.7% | Added |
| Huntington National Bank | 5,072 | $330.3K | 0.00% | −301−5.6% | Reduced |
| ProShare Advisors LLC | 5,204 | $338.9K | 0.00% | +1,368+35.7% | Added |
| ExodusPoint Capital Management, LP | 5,315 | $346.0K | 0.00% | +5,315 | New |
| Alps Advisors Inc | 5,400 | $351.6K | 0.00% | +5,400 | New |
| Reuter James Wealth Management, LLC | 5,402 | $351.8K | 0.06% | +5,402 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,431 | $353.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,452 | $355.0K | 0.00% | −43−0.8% | Reduced |
| Jump Financial, LLC | 5,949 | $387.4K | 0.01% | +2,649+80.3% | Added |