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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.

Institutional holdersQ3 2024: 234 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ3 2024: $1.39B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2024.

Institutions holding LKFN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC191$12.4K0.00%00.0%Unchanged
Principal Securities, Inc.184$12.0K0.00%+18+10.8%Added
Hemington Wealth Management145$9.00K0.00%+145New
Parkside Financial Bank & Trust117$7.62K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.93$6.00K0.00%+93New
Sterling Capital Management LLC81$5.28K0.00%+81New
Geneos Wealth Management Inc.80$5.21K0.00%+80New
Massmutual Trust Co FSB78$5.08K0.00%−4−4.9%Reduced
Hantz Financial Services, Inc.82$5.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co71$4.62K0.00%+71New
Ashton Thomas Securities, LLC60$3.91K0.00%+60New
Quarry LP56$3.65K0.00%−22−28.2%Reduced
Umb Bank N A53$3.45K0.00%+29+120.8%Added
LGT Financial Advisors LLC52$3.39K0.01%00.0%Unchanged
Red Tortoise LLC50$3.26K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC31$2.02K0.00%−1,200−97.5%Reduced
Venturi Wealth Management, LLC28$1.82K0.00%−456−94.2%Reduced
Signaturefd, LLC27$1.76K0.00%00.0%Unchanged
Eagle Bay Advisors LLC26$1.69K0.00%00.0%Unchanged
Rothschild Investment LLC20$1.30K0.00%+15+300.0%Added
Farmers & Merchants Investments Inc18$1.17K0.00%00.0%Unchanged
Kessler Investment Group, LLC18$1.17K0.00%00.0%Unchanged
Capital Performance Advisors LLP17$1.11K0.00%+17New
Anchor Investment Management, LLC16$1.04K0.00%+16New
Covestor Ltd8$1.00K0.00%−6−42.9%Reduced
FSC Wealth Advisors, LLC14$9120.00%00.0%Unchanged
JFS Wealth Advisors, LLC8$5210.00%00.0%Unchanged
Abound Wealth Management3$1960.00%−1−25.0%Reduced
SJS Investment Consulting Inc.3$1960.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$1950.00%00.0%Unchanged
Larson Financial Group LLC2$1300.00%00.0%Unchanged
Farther Finance Advisors, LLC2$1290.00%+1+100.0%Added
Mendota Financial Group, LLC1$660.00%+1New
Claris Advisors, LLC1$650.00%+1New
Boston Trust Walden Corp0$00.00%−337,721−100.0%Sold out
North Star Investment Management Corp.0$00.00%−7,715−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−6,052−100.0%Sold out
Goelzer Investment Management, Inc.0$00.00%−5,940−100.0%Sold out
Keebeck Alpha, LP0$00.00%−3,844−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,690−100.0%Sold out
Virtu Financial LLC0$00.00%−3,479−100.0%Sold out
MML Investors Services, LLC0$00.00%−3,300−100.0%Sold out
CKW Financial Group0$00.00%−3,163−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−781−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−165−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−137−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−40−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−38−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−26−100.0%Sold out
BlackRock Inc.––––Not filed
Institutional & Family Asset Management, LLC––––Not filed