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 |
|---|---|---|---|---|---|
| Keybank National Association | 11,203 | $729.5K | 0.00% | +24+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 11,061 | $720.3K | 0.29% | −844−7.1% | Reduced |
| HighTower Advisors, LLC | 10,840 | $698.0K | 0.00% | −847−7.2% | Reduced |
| Davenport & Co LLC | 10,653 | $693.7K | 0.00% | −5,946−35.8% | Reduced |
| CI Private Wealth, LLC | 10,544 | $686.6K | 0.00% | −110−1.0% | Reduced |
| Balyasny Asset Management LLC | 10,273 | $669.0K | 0.00% | −12,574−55.0% | Reduced |
| Susquehanna International Group, LLP | 10,118 | $658.9K | 0.00% | −283−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 10,023 | $652.7K | 0.30% | +40.0% | Added |
| Yousif Capital Management, LLC | 9,885 | $643.7K | 0.01% | −282−2.8% | Reduced |
| Legato Capital Management LLC | 9,475 | $617.0K | 0.08% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 9,458 | $615.9K | 0.00% | +9,458 | New |
| Maryland State Retirement & Pension System | 8,613 | $560.9K | 0.01% | −279−3.1% | Reduced |
| SG Americas Securities, LLC | 8,551 | $557.0K | 0.00% | +6,777+382.0% | Added |
| Marshall Wace, LLP | 8,526 | $555.2K | 0.00% | +2,194+34.6% | Added |
| Smartleaf Asset Management LLC | 8,543 | $548.2K | 0.07% | +50+0.6% | Added |
| Allianz Asset Management GmbH | 8,400 | $547.0K | 0.00% | −9,900−54.1% | Reduced |
| Voya Investment Management LLC | 8,302 | $540.6K | 0.00% | −213−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 8,223 | $535.5K | 0.00% | +806+10.9% | Added |
| Teachers Retirement System of the State of Kentucky | 8,103 | $528.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,814 | $508.8K | 0.02% | +586+8.1% | Added |
| Amalgamated Bank | 7,546 | $491.0K | 0.00% | −223−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 7,382 | $480.7K | 0.00% | +496+7.2% | Added |
| Arizona State Retirement System | 7,344 | $478.2K | 0.00% | +75+1.0% | Added |
| State Board of Administration of Florida Retirement System | 6,652 | $433.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,538 | $426.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,528 | $425.1K | 0.00% | −400−5.8% | Reduced |
| Bedel Financial Consulting, Inc. | 6,450 | $420.0K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,397 | $416.6K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,321 | $411.6K | 0.04% | +642+11.3% | Added |
| Cresset Asset Management, LLC | 6,152 | $400.6K | 0.00% | +141+2.3% | Added |
| New York State Teachers Retirement System | 6,140 | $400.0K | 0.00% | −100−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 6,038 | $393.2K | 0.01% | −118−1.9% | Reduced |
| Handelsbanken Fonder AB | 6,030 | $393.0K | 0.00% | +1,000+19.9% | Added |
| CX Institutional | 6,000 | $390.7K | 0.02% | +6,000 | New |
| Jump Financial, LLC | 5,949 | $387.4K | 0.01% | +2,649+80.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,452 | $355.0K | 0.00% | −43−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,431 | $353.7K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,402 | $351.8K | 0.06% | +5,402 | New |
| Alps Advisors Inc | 5,400 | $351.6K | 0.00% | +5,400 | New |
| ExodusPoint Capital Management, LP | 5,315 | $346.0K | 0.00% | +5,315 | New |
| ProShare Advisors LLC | 5,204 | $338.9K | 0.00% | +1,368+35.7% | Added |
| Huntington National Bank | 5,072 | $330.3K | 0.00% | −301−5.6% | Reduced |
| AQR Capital Management LLC | 5,007 | $326.0K | 0.00% | +358+7.7% | Added |
| Captrust Financial Advisors | 4,955 | $322.7K | 0.00% | −10,906−68.8% | Reduced |
| Intech Investment Management LLC | 4,921 | $320.5K | 0.00% | +4,921 | New |
| Quantbot Technologies LP | 4,825 | $314.2K | 0.01% | +2,898+150.4% | Added |
| Verition Fund Management LLC | 4,704 | $306.3K | 0.00% | +4,704 | New |
| Bank of Montreal | 4,648 | $298.3K | 0.00% | +155+3.4% | Added |
| Personal Cfo Solutions, LLC | 4,564 | $297.2K | 0.04% | +79+1.8% | Added |
| Sherbrooke Park Advisers LLC | 4,488 | $292.3K | 0.07% | +4,488 | New |
| Occudo Quantitative Strategies LP | 4,472 | $291.2K | 0.05% | −1,274−22.2% | Reduced |
| State of Wyoming | 4,210 | $274.2K | 0.04% | +338+8.7% | Added |
| Amundi | 4,354 | $271.8K | 0.00% | +536+14.0% | Added |
| Tower Research Capital LLC (TRC) | 4,171 | $271.6K | 0.01% | −4,296−50.7% | Reduced |
| Moody National Bank Trust Division | 4,126 | $268.7K | 0.03% | +538+15.0% | Added |
| MGB Wealth Management, LLC | 4,027 | $262.2K | 0.10% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $257.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $254.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,871 | $252.1K | 0.03% | +3,871 | New |
| Mutual of America Capital Management LLC | 3,837 | $249.9K | 0.00% | −355−8.5% | Reduced |
| Sanctuary Advisors, LLC | 3,079 | $232.1K | 0.00% | +3,079 | New |
| Terry L. Blaker | 3,500 | $227.9K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 3,480 | $226.6K | 0.00% | −1,218−25.9% | Reduced |
| Aigen Investment Management, LP | 3,407 | $221.9K | 0.04% | +3,407 | New |
| Pictet Asset Management Holding SA | 3,335 | $217.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,316 | $216.0K | 0.00% | −179−5.1% | Reduced |
| Trexquant Investment LP | 3,291 | $214.3K | 0.00% | +3,291 | New |
| Schonfeld Strategic Advisors LLC | 3,165 | $206.1K | 0.00% | +3,165 | New |
| HSBC Holdings PLC | 3,134 | $205.6K | 0.00% | +3,134 | New |
| Everence Capital Management Inc | 3,090 | $201.0K | 0.01% | +3,090 | New |
| Point72 Asset Management, L.P. | 3,054 | $198.8K | 0.00% | +3,054 | New |
| The PNC Financial Services Group, Inc. | 3,047 | $198.4K | 0.00% | −308−9.2% | Reduced |
| Quest Partners LLC | 2,675 | $174.2K | 0.02% | +2,667+33,337.5% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $160.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,123 | $138.2K | 0.00% | +890+72.2% | Added |
| Jones Financial Companies LLLP | 1,736 | $111.5K | 0.00% | +311+21.8% | Added |
| Harbour Investments, Inc. | 1,708 | $111.2K | 0.00% | +2+0.1% | Added |
| Aquatic Capital Management LLC | 1,605 | $104.5K | 0.00% | +1,605 | New |
| Acadian Asset Management LLC | 1,290 | $84.0K | 0.00% | +1,290 | New |
| Point72 (DIFC) Ltd | 1,133 | $73.8K | 0.01% | +1,133 | New |
| KBC Group NV | 1,030 | $67.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 822 | $53.5K | 0.00% | +77+10.3% | Added |
| nVerses Capital, LLC | 800 | $52.1K | 0.02% | +300+60.0% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $52.1K | 0.01% | +800 | New |
| SRS Capital Advisors, Inc. | 793 | $51.7K | 0.00% | −3−0.4% | Reduced |
| GAMMA Investing LLC | 640 | $41.7K | 0.00% | +235+58.0% | Added |
| Fifth Third Bancorp | 603 | $39.3K | 0.00% | +10+1.7% | Added |
| Advisor Group Holdings, Inc. | 520 | $33.9K | 0.00% | −10−1.9% | Reduced |
| Proequities, Inc. | 505 | $32.9K | 0.00% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 503 | $30.9K | 0.00% | +51+11.3% | Added |
| Quadrant Capital Group LLC | 433 | $28.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $26.0K | 0.01% | −59−12.9% | Reduced |
| Creative Financial Designs Inc | 392 | $25.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 382 | $24.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 347 | $23.0K | 0.00% | +70+25.3% | Added |
| CBIZ Investment Advisory Services, LLC | 331 | $21.6K | 0.00% | +23+7.5% | Added |
| Allworth Financial LP | 295 | $19.2K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 252 | $16.4K | 0.00% | +252 | New |
| Public Employees Retirement System of Ohio | 238 | $15.5K | 0.00% | −5−2.1% | Reduced |
| Global Retirement Partners, LLC | 194 | $12.6K | 0.00% | +13+7.2% | Added |