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, Q4 2024
Institutional positions in Lakeland Financial Corp as of Dec 31, 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
- 231
- 0 vs. Q3 2024
- Shares held
- 21.6M
- +637.7K (+3.0%) vs. Q3 2024
- Total value
- $1.49B
- +$120.4M (+8.8%) vs. Q3 2024
- New holders
- 28
- 73 more added
- Sold out
- 28
- 79 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,739,933 | $257.2M | 0.01% | +34,656+0.9% | Added |
| Vanguard Group Inc | 1,940,356 | $133.4M | 0.00% | +100,001+5.4% | Added |
| State Street Corp | 1,390,049 | $95.6M | 0.00% | +113,120+8.9% | Added |
| Victory Capital Management Inc | 1,346,109 | $92.6M | 0.09% | −138,995−9.4% | Reduced |
| Neuberger Berman Group LLC | 1,260,594 | $86.7M | 0.07% | +166,273+15.2% | Added |
| Silvercrest Asset Management Group LLC | 956,565 | $65.8M | 0.44% | +51,624+5.7% | Added |
| Charles Schwab Investment Management Inc | 946,280 | $65.1M | 0.01% | +43,312+4.8% | Added |
| Dimensional Fund Advisors LP | 807,525 | $55.5M | 0.01% | +6,307+0.8% | Added |
| Copeland Capital Management, LLC | 764,186 | $52.5M | 0.98% | +18,247+2.4% | Added |
| Geode Capital Management, LLC | 602,488 | $41.4M | 0.00% | −2,519−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 538,131 | $37.0M | 0.09% | −288,314−34.9% | Reduced |
| Neumeier Poma Investment Counsel LLC | 476,113 | $32.7M | 3.17% | −12,389−2.5% | Reduced |
| Northern Trust Corp | 466,269 | $32.1M | 0.00% | −2,993−0.6% | Reduced |
| Goldman Sachs Group Inc | 394,816 | $27.1M | 0.01% | +97,850+32.9% | Added |
| Ameriprise Financial Inc | 344,088 | $23.7M | 0.01% | −4,803−1.4% | Reduced |
| Raymond James Financial Inc | 336,109 | $23.1M | 0.01% | +336,109 | New |
| First Trust Advisors LP | 307,242 | $21.1M | 0.02% | +107,765+54.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 282,926 | $19.5M | 0.07% | −7,799−2.7% | Reduced |
| Morgan Stanley | 256,441 | $17.6M | 0.00% | −23,439−8.4% | Reduced |
| Bank of New York Mellon Corp | 210,433 | $14.5M | 0.00% | +3,056+1.5% | Added |
| Timucuan Asset Management Inc | 188,461 | $13.0M | 0.40% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 178,368 | $12.3M | 0.00% | −21,480−10.7% | Reduced |
| Monarch Capital Management Inc | 155,088 | $10.7M | 2.92% | −2,637−1.7% | Reduced |
| Assenagon Asset Management S.A. | 153,574 | $10.6M | 0.02% | +153,574 | New |
| NFJ Investment Group, LLC | 152,166 | $10.5M | 0.34% | −9,485−5.9% | Reduced |
| JPMorgan Chase & Co | 134,495 | $9.25M | 0.00% | +76,562+132.2% | Added |
| FMR LLC | 131,337 | $9.03M | 0.00% | +48,909+59.3% | Added |
| Bank of America Corp | 130,162 | $8.95M | 0.00% | −1,792−1.4% | Reduced |
| American Century Companies Inc | 126,892 | $8.73M | 0.01% | +586+0.5% | Added |
| Principal Financial Group Inc | 123,692 | $8.51M | 0.00% | +3,416+2.8% | Added |
| Segall Bryant & Hamill, LLC | 109,757 | $7.55M | 0.10% | −771−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 107,263 | $7.38M | 0.09% | +31,845+42.2% | Added |
| Wells Fargo & Company | 98,365 | $6.76M | 0.00% | −23,868−19.5% | Reduced |
| Kennedy Capital Management, Inc. | 94,763 | $6.52M | 0.14% | −678−0.7% | Reduced |
| Natixis Advisors, L.P. | 92,669 | $6.37M | 0.01% | −46,112−33.2% | Reduced |
| Invesco Ltd. | 88,184 | $6.06M | 0.00% | +3,268+3.8% | Added |
| Rhumbline Advisers | 83,280 | $5.73M | 0.01% | −190.0% | Reduced |
| Nuveen Asset Management, LLC | 82,360 | $5.66M | 0.00% | +13,838+20.2% | Added |
| Legal & General Group Plc | 70,760 | $4.87M | 0.00% | −70.0% | Reduced |
| BKD Wealth Advisors, LLC | 68,875 | $4.74M | 0.11% | +255+0.4% | Added |
| LPL Financial LLC | 65,825 | $4.53M | 0.00% | +4,044+6.5% | Added |
| Public Sector Pension Investment Board | 63,551 | $4.37M | 0.02% | +9,410+17.4% | Added |
| Stifel Financial Corp | 62,377 | $4.29M | 0.00% | −3,918−5.9% | Reduced |
| Voloridge Investment Management, LLC | 58,301 | $4.01M | 0.01% | −2,593−4.3% | Reduced |
| Royal Bank of Canada | 53,807 | $3.70M | 0.00% | +3,786+7.6% | Added |
| Barclays PLC | 51,980 | $3.57M | 0.00% | +1,020+2.0% | Added |
| Swiss National Bank | 50,150 | $3.45M | 0.00% | +300+0.6% | Added |
| 1st Source Bank | 48,744 | $3.35M | 0.19% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,684 | $3.35M | 0.00% | −6,721−12.1% | Reduced |
| Citigroup Inc | 47,225 | $3.25M | 0.00% | +3,846+8.9% | Added |
| Millennium Management LLC | 46,585 | $3.20M | 0.00% | −46,510−50.0% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,955 | $3.16M | 2.93% | 00.0% | Unchanged |
| UBS Group AG | 39,504 | $2.72M | 0.00% | +18,088+84.5% | Added |
| UBS Asset Management Americas Inc | 38,909 | $2.68M | 0.00% | −6,815−14.9% | Reduced |
| Bridge City Capital, LLC | 37,035 | $2.55M | 0.68% | +329+0.9% | Added |
| SEI Investments Co | 32,843 | $2.26M | 0.00% | +5,349+19.5% | Added |
| Prudential Financial Inc | 25,805 | $1.89M | 0.00% | −2,907−10.1% | Reduced |
| Tudor Investment Corp Et Al | 27,345 | $1.88M | 0.02% | −13,731−33.4% | Reduced |
| Sym Financial Corp | 27,027 | $1.86M | 0.24% | −295−1.1% | Reduced |
| Alliancebernstein L.P. | 26,917 | $1.85M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 23,878 | $1.64M | 0.00% | −1,572−6.2% | Reduced |
| California State Teachers Retirement System | 23,792 | $1.64M | 0.00% | −293−1.2% | Reduced |
| Deutsche Bank AG | 22,846 | $1.57M | 0.00% | +7,807+51.9% | Added |
| Albert D Mason Inc | 22,638 | $1.56M | 1.04% | +177+0.8% | Added |
| Heartland Advisors Inc | 22,319 | $1.53M | 0.08% | −467−2.0% | Reduced |
| Rafferty Asset Management, LLC | 21,434 | $1.47M | 0.01% | −2,587−10.8% | Reduced |
| Thrivent Financial for Lutherans | 19,715 | $1.36M | 0.00% | −315−1.6% | Reduced |
| Sippican Capital Advisors | 19,376 | $1.33M | 0.97% | +445+2.4% | Added |
| Cetera Investment Advisers | 19,001 | $1.31M | 0.00% | −420−2.2% | Reduced |
| Price T Rowe Associates Inc | 18,939 | $1.30M | 0.00% | +1,650+9.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,461 | $1.27M | 0.01% | +2,910+18.7% | Added |
| New York State Common Retirement Fund | 17,878 | $1.23M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,023 | $1.17M | 0.00% | +12,016+240.0% | Added |
| Winton Group Ltd | 16,615 | $1.14M | 0.08% | +300+1.8% | Added |
| Uncommon Cents Investing LLC | 15,951 | $1.10M | 0.33% | −25−0.2% | Reduced |
| MetLife Investment Management | 15,141 | $1.04M | 0.01% | +827+5.8% | Added |
| Dark Forest Capital Management LP | 14,675 | $1.01M | 0.15% | +10,804+279.1% | Added |
| Squarepoint Ops LLC | 14,627 | $1.01M | 0.00% | −7,858−34.9% | Reduced |
| Cubist Systematic Strategies, LLC | 14,517 | $998.2K | 0.02% | −902−5.8% | Reduced |
| State of Alaska, Department of Revenue | 14,470 | $994.0K | 0.01% | −86−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,152 | $973.1K | 0.00% | +528+3.9% | Added |
| Cerity Partners LLC | 14,360 | $935.5K | 0.00% | −869−5.7% | Reduced |
| Susquehanna International Group, LLP | 13,578 | $933.6K | 0.00% | +3,460+34.2% | Added |
| Illinois Municipal Retirement Fund | 13,483 | $927.1K | 0.01% | −693−4.9% | Reduced |
| Corebridge Financial, Inc. | 13,270 | $912.4K | 0.00% | −1,036−7.2% | Reduced |
| Comerica Bank | 13,160 | $904.9K | 0.00% | −769−5.5% | Reduced |
| Ensign Peak Advisors, Inc | 12,994 | $893.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 12,932 | $880.4K | 0.00% | +8,578+197.0% | Added |
| Russell Investments Group, Ltd. | 12,645 | $869.5K | 0.00% | −3,799−23.1% | Reduced |
| KFG Wealth Management, LLC | 12,546 | $862.7K | 0.16% | −1,500−10.7% | Reduced |
| Manufacturers Life Insurance Company, The | 12,306 | $846.2K | 0.00% | −368−2.9% | Reduced |
| Louisiana State Employees Retirement System | 12,300 | $845.7K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,248 | $841.6K | 0.00% | −1,700−12.2% | Reduced |
| Balyasny Asset Management LLC | 11,850 | $814.8K | 0.00% | +1,577+15.4% | Added |
| Security Financial Services, INC. | 11,472 | $788.8K | 0.16% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 10,998 | $756.2K | 0.28% | −63−0.6% | Reduced |
| Keybank National Association | 10,776 | $741.0K | 0.00% | −427−3.8% | Reduced |
| Pathway Financial Advisers, LLC | 10,028 | $689.5K | 0.23% | +50.0% | Added |
| Intech Investment Management LLC | 9,723 | $668.6K | 0.01% | +4,802+97.6% | Added |
| Smartleaf Asset Management LLC | 9,628 | $663.7K | 0.07% | +1,085+12.7% | Added |