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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1 | $69 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $138 | 0.00% | −1−33.3% | Reduced |
| Larson Financial Group LLC | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $206 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $207 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $481 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $482 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $551 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 14 | $963 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Simplex Trading, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.72K | 0.00% | +5+25.0% | Added |
| Eagle Bay Advisors LLC | 26 | $1.79K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.86K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 28 | $1.93K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 30 | $2.08K | 0.00% | +30 | New |
| Nisa Investment Advisors, LLC | 31 | $2.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $2.20K | 0.00% | +32 | New |
| Steward Partners Investment Advisory, LLC | 34 | $2.34K | 0.00% | +34 | New |
| MPWM Advisory Solutions, LLC | 39 | $2.68K | 0.00% | +39 | New |
| Whipplewood Advisors, LLC | 46 | $3.16K | 0.00% | +46 | New |
| Red Tortoise LLC | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.58K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $3.64K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 71 | $4.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $5.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 79 | $5.43K | 0.00% | +79 | New |
| Geneos Wealth Management Inc. | 80 | $5.50K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $5.78K | 0.00% | +84 | New |
| Hantz Financial Services, Inc. | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $6.27K | 0.00% | −202−68.5% | Reduced |
| Golden State Wealth Management, LLC | 93 | $6.39K | 0.00% | +93 | New |
| Harbor Capital Advisors, Inc. | 121 | $8.00K | 0.00% | +28+30.1% | Added |
| Parkside Financial Bank & Trust | 117 | $8.05K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 142 | $9.00K | 0.00% | −3−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 169 | $11.6K | 0.00% | +169 | New |
| Clearstead Advisors, LLC | 191 | $13.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 192 | $13.2K | 0.00% | +192 | New |
| Principal Securities, Inc. | 206 | $14.2K | 0.00% | +22+12.0% | Added |
| Public Employees Retirement System of Ohio | 234 | $16.1K | 0.00% | −4−1.7% | Reduced |
| Retirement Wealth Solutions LLC | 256 | $16.9K | 0.01% | +256 | New |
| Bank of Jackson Hole Trust | 275 | $18.9K | 0.01% | +275 | New |
| Global Retirement Partners, LLC | 346 | $23.8K | 0.00% | +152+78.4% | Added |
| Ronald Blue Trust, Inc. | 352 | $24.2K | 0.00% | −151−30.0% | Reduced |
| Huntington National Bank | 359 | $24.7K | 0.00% | −4,713−92.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 362 | $24.9K | 0.01% | +362 | New |
| Creative Financial Designs Inc | 392 | $27.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $27.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 433 | $29.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 449 | $31.0K | 0.00% | +102+29.4% | Added |
| CBIZ Investment Advisory Services, LLC | 459 | $31.6K | 0.00% | +128+38.7% | Added |
| TD Private Client Wealth LLC | 468 | $32.2K | 0.00% | +86+22.5% | Added |
| Proequities, Inc. | 497 | $33.5K | 0.00% | −8−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 557 | $38.4K | 0.00% | +37+7.1% | Added |
| Fifth Third Bancorp | 603 | $41.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 677 | $46.6K | 0.00% | +37+5.8% | Added |
| R Squared Ltd | 730 | $50.2K | 0.05% | +730 | New |
| Sterling Capital Management LLC | 737 | $50.7K | 0.00% | +656+809.9% | Added |
| SRS Capital Advisors, Inc. | 756 | $52.0K | 0.00% | −37−4.7% | Reduced |
| VisionPoint Advisory Group, LLC | 781 | $52.6K | 0.02% | +781 | New |
| First Horizon Advisors, Inc. | 843 | $58.0K | 0.00% | +21+2.6% | Added |
| KBC Group NV | 1,672 | $115.0K | 0.00% | +642+62.3% | Added |
| Harbour Investments, Inc. | 1,709 | $117.5K | 0.00% | +1+0.1% | Added |
| Jones Financial Companies LLLP | 2,062 | $141.8K | 0.00% | +326+18.8% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $169.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,480 | $170.5K | 0.00% | +357+16.8% | Added |
| Atria Investments LLC | 2,963 | $203.7K | 0.00% | −517−14.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,977 | $204.7K | 0.00% | −70−2.3% | Reduced |
| Centiva Capital, LP | 3,087 | $212.3K | 0.01% | +3,087 | New |
| O'Shaughnessy Asset Management, LLC | 3,116 | $214.3K | 0.00% | +3,116 | New |
| Commonwealth Equity Services, LLC | 3,238 | $223.0K | 0.00% | −78−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 3,307 | $227.4K | 0.04% | −1,165−26.1% | Reduced |
| Pictet Asset Management Holding SA | 3,335 | $229.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,386 | $232.8K | 0.01% | −1,439−29.8% | Reduced |
| Profund Advisors LLC | 3,494 | $240.2K | 0.01% | +3,494 | New |
| Terry L. Blaker | 3,500 | $240.7K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,637 | $250.1K | 0.05% | −1,765−32.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,795 | $260.9K | 0.01% | −376−9.0% | Reduced |
| Mutual of America Capital Management LLC | 3,864 | $265.7K | 0.00% | +27+0.7% | Added |
| Public Employees Retirement Association of Colorado | 3,902 | $268.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,900 | $268.2K | 0.01% | −2,497−39.0% | Reduced |
| Sapient Capital LLC | 3,950 | $271.6K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 4,027 | $276.9K | 0.09% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,030 | $277.1K | 0.01% | +4,030 | New |
| Moody National Bank Trust Division | 4,126 | $283.7K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 4,274 | $293.9K | 0.04% | +64+1.5% | Added |
| Personal Cfo Solutions, LLC | 4,345 | $298.8K | 0.06% | −219−4.8% | Reduced |
| Point72 Asset Management, L.P. | 4,689 | $322.4K | 0.00% | +1,635+53.5% | Added |
| Bank of Montreal | 4,954 | $340.6K | 0.00% | +306+6.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,292 | $363.9K | 0.00% | +5,292 | New |
| Alps Advisors Inc | 5,400 | $371.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,445 | $374.4K | 0.00% | −7−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 5,500 | $378.2K | 0.00% | +5,500 | New |
| Captrust Financial Advisors | 5,724 | $393.6K | 0.00% | +769+15.5% | Added |
| Bedel Financial Consulting, Inc. | 5,800 | $395.2K | 0.05% | −650−10.1% | Reduced |
| CWM Advisors, LLC | 5,841 | $401.6K | 0.04% | −480−7.6% | Reduced |