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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 84,347 | $5.49M | 0.00% | −13,872−14.1% | Reduced |
| Invesco Ltd. | 84,916 | $5.53M | 0.00% | +15,661+22.6% | Added |
| Millennium Management LLC | 93,095 | $6.06M | 0.01% | +84,607+996.8% | Added |
| Kennedy Capital Management, Inc. | 95,441 | $6.22M | 0.14% | −6,478−6.4% | Reduced |
| Segall Bryant & Hamill, LLC | 110,528 | $7.20M | 0.10% | −8,132−6.9% | Reduced |
| Principal Financial Group Inc | 120,276 | $7.83M | 0.00% | −5,531−4.4% | Reduced |
| Wells Fargo & Company | 122,233 | $7.96M | 0.00% | −12,488−9.3% | Reduced |
| American Century Companies Inc | 126,306 | $8.23M | 0.00% | +4,365+3.6% | Added |
| Bank of America Corp | 131,954 | $8.59M | 0.00% | +17,673+15.5% | Added |
| Natixis Advisors, L.P. | 138,781 | $9.04M | 0.02% | −79,443−36.4% | Reduced |
| Monarch Capital Management Inc | 157,725 | $10.3M | 2.77% | −1,120−0.7% | Reduced |
| NFJ Investment Group, LLC | 161,651 | $10.5M | 0.31% | −11,240−6.5% | Reduced |
| Timucuan Asset Management Inc | 188,461 | $12.3M | 0.37% | +650+0.3% | Added |
| First Trust Advisors LP | 199,477 | $13.0M | 0.01% | +37,133+22.9% | Added |
| Envestnet Asset Management Inc | 199,848 | $13.0M | 0.00% | −33,988−14.5% | Reduced |
| Bank of New York Mellon Corp | 207,377 | $13.5M | 0.00% | −25,511−11.0% | Reduced |
| Eagle Asset Management Inc | 250,139 | $18.1M | 0.09% | +56,928+29.5% | Added |
| Morgan Stanley | 279,880 | $18.2M | 0.00% | +35,627+14.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 290,725 | $18.9M | 0.07% | −310−0.1% | Reduced |
| Goldman Sachs Group Inc | 296,966 | $19.3M | 0.00% | +215,975+266.7% | Added |
| Ameriprise Financial Inc | 348,891 | $22.7M | 0.01% | −8,704−2.4% | Reduced |
| Northern Trust Corp | 469,262 | $30.6M | 0.01% | −1,555−0.3% | Reduced |
| Neumeier Poma Investment Counsel LLC | 488,502 | $31.8M | 3.03% | −50,233−9.3% | Reduced |
| Geode Capital Management, LLC | 605,007 | $39.4M | 0.00% | +5,562+0.9% | Added |
| Copeland Capital Management, LLC | 745,939 | $48.6M | 0.84% | +1,323+0.2% | Added |
| Dimensional Fund Advisors LP | 801,218 | $52.2M | 0.01% | −15,331−1.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 826,445 | $53.8M | 0.12% | −19,480−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 902,968 | $58.8M | 0.01% | +27,214+3.1% | Added |
| Silvercrest Asset Management Group LLC | 904,941 | $58.9M | 0.40% | +77,079+9.3% | Added |
| Neuberger Berman Group LLC | 1,094,321 | $71.3M | 0.06% | −4,641−0.4% | Reduced |
| State Street Corp | 1,276,929 | $83.2M | 0.00% | +27,556+2.2% | Added |
| Victory Capital Management Inc | 1,485,104 | $96.7M | 0.09% | −53,302−3.5% | Reduced |
| Vanguard Group Inc | 1,840,355 | $119.8M | 0.00% | −5800.0% | Reduced |
| BlackRock, Inc. | 3,705,277 | $241.3M | 0.01% | +3,705,277 | New |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −337,721−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −7,715−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −6,052−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |