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 |
|---|---|---|---|---|---|
| CX Institutional | 6,000 | $390.7K | 0.02% | +6,000 | New |
| Handelsbanken Fonder AB | 6,030 | $393.0K | 0.00% | +1,000+19.9% | Added |
| Oregon Public Employees Retirement Fund | 6,038 | $393.2K | 0.01% | −118−1.9% | Reduced |
| New York State Teachers Retirement System | 6,140 | $400.0K | 0.00% | −100−1.6% | Reduced |
| Cresset Asset Management, LLC | 6,152 | $400.6K | 0.00% | +141+2.3% | Added |
| CWM Advisors, LLC | 6,321 | $411.6K | 0.04% | +642+11.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,397 | $416.6K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,450 | $420.0K | 0.06% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,528 | $425.1K | 0.00% | −400−5.8% | Reduced |
| Bessemer Group Inc | 6,538 | $426.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,652 | $433.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,344 | $478.2K | 0.00% | +75+1.0% | Added |
| Avantax Advisory Services, Inc. | 7,382 | $480.7K | 0.00% | +496+7.2% | Added |
| Amalgamated Bank | 7,546 | $491.0K | 0.00% | −223−2.9% | Reduced |
| Snowden Capital Advisors LLC | 7,814 | $508.8K | 0.02% | +586+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,103 | $528.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,223 | $535.5K | 0.00% | +806+10.9% | Added |
| Voya Investment Management LLC | 8,302 | $540.6K | 0.00% | −213−2.5% | Reduced |
| Allianz Asset Management GmbH | 8,400 | $547.0K | 0.00% | −9,900−54.1% | Reduced |
| Smartleaf Asset Management LLC | 8,543 | $548.2K | 0.07% | +50+0.6% | Added |
| Marshall Wace, LLP | 8,526 | $555.2K | 0.00% | +2,194+34.6% | Added |
| SG Americas Securities, LLC | 8,551 | $557.0K | 0.00% | +6,777+382.0% | Added |
| Maryland State Retirement & Pension System | 8,613 | $560.9K | 0.01% | −279−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,458 | $615.9K | 0.00% | +9,458 | New |
| Legato Capital Management LLC | 9,475 | $617.0K | 0.08% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,885 | $643.7K | 0.01% | −282−2.8% | Reduced |
| Pathway Financial Advisers, LLC | 10,023 | $652.7K | 0.30% | +40.0% | Added |
| Susquehanna International Group, LLP | 10,118 | $658.9K | 0.00% | −283−2.7% | Reduced |
| Balyasny Asset Management LLC | 10,273 | $669.0K | 0.00% | −12,574−55.0% | Reduced |
| CI Private Wealth, LLC | 10,544 | $686.6K | 0.00% | −110−1.0% | Reduced |
| Davenport & Co LLC | 10,653 | $693.7K | 0.00% | −5,946−35.8% | Reduced |
| HighTower Advisors, LLC | 10,840 | $698.0K | 0.00% | −847−7.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 11,061 | $720.3K | 0.29% | −844−7.1% | Reduced |
| Keybank National Association | 11,203 | $729.5K | 0.00% | +24+0.2% | Added |
| Security Financial Services, INC. | 11,472 | $747.1K | 0.15% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,867 | $751.9K | 0.01% | −2,020−14.5% | Reduced |
| Renaissance Technologies LLC | 11,751 | $765.2K | 0.00% | −45,300−79.4% | Reduced |
| BNP Paribas Arbitrage, SA | 11,910 | $775.6K | 0.00% | +3,417+40.2% | Added |
| Louisiana State Employees Retirement System | 12,300 | $801.0K | 0.01% | −500−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,338 | $803.5K | 0.00% | +4,736+62.3% | Added |
| Manufacturers Life Insurance Company, The | 12,674 | $825.3K | 0.00% | −222−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 12,994 | $846.2K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,304 | $866.4K | 0.06% | +13,304 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,624 | $887.2K | 0.00% | +608+4.7% | Added |
| Comerica Bank | 13,929 | $907.0K | 0.00% | −250−1.8% | Reduced |
| Janus Henderson Group PLC | 13,948 | $909.1K | 0.00% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 14,046 | $914.7K | 0.20% | −981−6.5% | Reduced |
| Illinois Municipal Retirement Fund | 14,176 | $923.1K | 0.01% | +270+1.9% | Added |
| Corebridge Financial, Inc. | 14,306 | $931.6K | 0.00% | −153−1.1% | Reduced |
| MetLife Investment Management | 14,314 | $932.1K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,556 | $947.0K | 0.01% | −418−2.8% | Reduced |
| Deutsche Bank AG | 15,039 | $979.3K | 0.00% | +3,361+28.8% | Added |
| Two Sigma Investments, LP | 15,202 | $990.0K | 0.00% | +3,692+32.1% | Added |
| Cerity Partners LLC | 15,229 | $991.7K | 0.00% | +4,371+40.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,551 | $997.9K | 0.00% | +1,709+12.3% | Added |
| Cubist Systematic Strategies, LLC | 15,419 | $1.00M | 0.02% | +15,419 | New |
| Gsa Capital Partners LLP | 15,649 | $1.02M | 0.08% | +10,685+215.2% | Added |
| Uncommon Cents Investing LLC | 15,976 | $1.04M | 0.29% | −100−0.6% | Reduced |
| Winton Group Ltd | 16,315 | $1.06M | 0.07% | +1,294+8.6% | Added |
| Russell Investments Group, Ltd. | 16,444 | $1.07M | 0.00% | +1,483+9.9% | Added |
| Price T Rowe Associates Inc | 17,289 | $1.13M | 0.00% | +221+1.3% | Added |
| New York State Common Retirement Fund | 17,878 | $1.16M | 0.00% | −1,500−7.7% | Reduced |
| Sippican Capital Advisors | 18,931 | $1.23M | 0.86% | +3,330+21.3% | Added |
| Cetera Investment Advisers | 19,421 | $1.26M | 0.00% | −1,092−5.3% | Reduced |
| Thrivent Financial for Lutherans | 20,030 | $1.30M | 0.00% | −1,141−5.4% | Reduced |
| UBS Group AG | 21,416 | $1.39M | 0.00% | −1,699−7.4% | Reduced |
| Albert D Mason Inc | 22,461 | $1.46M | 0.94% | −72−0.3% | Reduced |
| Squarepoint Ops LLC | 22,485 | $1.46M | 0.00% | +512+2.3% | Added |
| Heartland Advisors Inc | 22,786 | $1.48M | 0.08% | −678−2.9% | Reduced |
| Rafferty Asset Management, LLC | 24,021 | $1.56M | 0.01% | −7,874−24.7% | Reduced |
| California State Teachers Retirement System | 24,085 | $1.57M | 0.00% | −1,171−4.6% | Reduced |
| Great West Life Assurance Co | 25,450 | $1.66M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 26,534 | $1.73M | 0.00% | +22,315+528.9% | Added |
| Alliancebernstein L.P. | 26,917 | $1.75M | 0.00% | −1,500−5.3% | Reduced |
| Sym Financial Corp | 27,322 | $1.78M | 0.24% | −1,822−6.3% | Reduced |
| SEI Investments Co | 27,494 | $1.79M | 0.00% | +2,310+9.2% | Added |
| Prudential Financial Inc | 28,712 | $1.87M | 0.00% | −6,008−17.3% | Reduced |
| HRT Financial LP | 31,349 | $2.04M | 0.01% | +31,349 | New |
| Jane Street Group, LLC | 33,652 | $2.19M | 0.00% | −14,874−30.7% | Reduced |
| Bridge City Capital, LLC | 36,706 | $2.39M | 0.66% | +5,242+16.7% | Added |
| Tudor Investment Corp Et Al | 41,076 | $2.67M | 0.03% | +29,219+246.4% | Added |
| Citigroup Inc | 43,379 | $2.82M | 0.00% | +7,130+19.7% | Added |
| UBS Asset Management Americas Inc | 45,724 | $2.98M | 0.00% | −6,985−13.3% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,955 | $2.99M | 3.00% | +1,025+2.3% | Added |
| 1st Source Bank | 48,744 | $3.17M | 0.18% | −790−1.6% | Reduced |
| Swiss National Bank | 49,850 | $3.25M | 0.00% | −1,300−2.5% | Reduced |
| Royal Bank of Canada | 50,021 | $3.26M | 0.00% | +285+0.6% | Added |
| Barclays PLC | 50,960 | $3.32M | 0.00% | +28,851+130.5% | Added |
| Public Sector Pension Investment Board | 54,141 | $3.53M | 0.02% | −2,000−3.6% | Reduced |
| Citadel Advisors LLC | 55,405 | $3.61M | 0.00% | −4,297−7.2% | Reduced |
| JPMorgan Chase & Co | 57,933 | $3.77M | 0.00% | +1,100+1.9% | Added |
| Voloridge Investment Management, LLC | 60,894 | $3.97M | 0.01% | +4,402+7.8% | Added |
| LPL Financial LLC | 61,781 | $4.02M | 0.00% | +1,896+3.2% | Added |
| Stifel Financial Corp | 66,295 | $4.32M | 0.00% | +4,315+7.0% | Added |
| Nuveen Asset Management, LLC | 68,522 | $4.46M | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 68,620 | $4.47M | 0.10% | +56,798+480.4% | Added |
| Legal & General Group Plc | 70,767 | $4.61M | 0.00% | −896−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 75,418 | $4.91M | 0.07% | +10,194+15.6% | Added |
| FMR LLC | 82,428 | $5.37M | 0.00% | +24,030+41.1% | Added |
| Rhumbline Advisers | 83,299 | $5.42M | 0.00% | −2,529−2.9% | Reduced |