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 |
|---|---|---|---|---|---|
| CX Institutional | 6,000 | $412.6K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $415.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,038 | $415.2K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,140 | $422.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,254 | $430.0K | 0.00% | −274−4.2% | Reduced |
| Aquatic Capital Management LLC | 6,442 | $443.0K | 0.01% | +4,837+301.4% | Added |
| Bessemer Group Inc | 6,538 | $449.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,652 | $457.4K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,822 | $469.1K | 0.00% | −3,831−36.0% | Reduced |
| Two Sigma Investments, LP | 6,839 | $470.3K | 0.00% | −8,363−55.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,977 | $479.7K | 0.00% | +1,546+28.5% | Added |
| Schonfeld Strategic Advisors LLC | 7,200 | $495.1K | 0.00% | +4,035+127.5% | Added |
| Avantax Advisory Services, Inc. | 7,304 | $502.2K | 0.00% | −78−1.1% | Reduced |
| Arizona State Retirement System | 7,402 | $509.0K | 0.00% | +58+0.8% | Added |
| Amalgamated Bank | 7,478 | $514.0K | 0.00% | −68−0.9% | Reduced |
| Verition Fund Management LLC | 7,495 | $515.4K | 0.00% | +2,791+59.3% | Added |
| ProShare Advisors LLC | 7,509 | $516.3K | 0.00% | +2,305+44.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,524 | $517.4K | 0.00% | −1,934−20.4% | Reduced |
| CI Private Wealth, LLC | 7,599 | $522.5K | 0.00% | −2,945−27.9% | Reduced |
| Quest Partners LLC | 7,692 | $528.9K | 0.07% | +5,017+187.6% | Added |
| Voya Investment Management LLC | 7,711 | $530.2K | 0.00% | −591−7.1% | Reduced |
| Qube Research & Technologies Ltd | 7,945 | $546.3K | 0.00% | −18,589−70.1% | Reduced |
| RSM US Wealth Management LLC | 8,029 | $552.4K | 0.01% | −3,838−32.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,103 | $557.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,400 | $577.6K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,610 | $592.0K | 0.02% | +796+10.2% | Added |
| Maryland State Retirement & Pension System | 8,613 | $592.2K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,815 | $606.1K | 0.00% | −3,095−26.0% | Reduced |
| HighTower Advisors, LLC | 9,154 | $629.4K | 0.00% | −1,686−15.6% | Reduced |
| Legato Capital Management LLC | 9,475 | $651.5K | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,645 | $663.2K | 0.01% | −240−2.4% | Reduced |
| Smartleaf Asset Management LLC | 9,628 | $663.7K | 0.07% | +1,085+12.7% | Added |
| Intech Investment Management LLC | 9,723 | $668.6K | 0.01% | +4,802+97.6% | Added |
| Pathway Financial Advisers, LLC | 10,028 | $689.5K | 0.23% | +50.0% | Added |
| Keybank National Association | 10,776 | $741.0K | 0.00% | −427−3.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 10,998 | $756.2K | 0.28% | −63−0.6% | Reduced |
| Security Financial Services, INC. | 11,472 | $788.8K | 0.16% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,850 | $814.8K | 0.00% | +1,577+15.4% | Added |
| Janus Henderson Group PLC | 12,248 | $841.6K | 0.00% | −1,700−12.2% | Reduced |
| Louisiana State Employees Retirement System | 12,300 | $845.7K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,306 | $846.2K | 0.00% | −368−2.9% | Reduced |
| KFG Wealth Management, LLC | 12,546 | $862.7K | 0.16% | −1,500−10.7% | Reduced |
| Russell Investments Group, Ltd. | 12,645 | $869.5K | 0.00% | −3,799−23.1% | Reduced |
| Amundi | 12,932 | $880.4K | 0.00% | +8,578+197.0% | Added |
| Ensign Peak Advisors, Inc | 12,994 | $893.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 13,160 | $904.9K | 0.00% | −769−5.5% | Reduced |
| Corebridge Financial, Inc. | 13,270 | $912.4K | 0.00% | −1,036−7.2% | Reduced |
| Illinois Municipal Retirement Fund | 13,483 | $927.1K | 0.01% | −693−4.9% | Reduced |
| Susquehanna International Group, LLP | 13,578 | $933.6K | 0.00% | +3,460+34.2% | Added |
| Cerity Partners LLC | 14,360 | $935.5K | 0.00% | −869−5.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,152 | $973.1K | 0.00% | +528+3.9% | Added |
| State of Alaska, Department of Revenue | 14,470 | $994.0K | 0.01% | −86−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 14,517 | $998.2K | 0.02% | −902−5.8% | Reduced |
| Squarepoint Ops LLC | 14,627 | $1.01M | 0.00% | −7,858−34.9% | Reduced |
| Dark Forest Capital Management LP | 14,675 | $1.01M | 0.15% | +10,804+279.1% | Added |
| MetLife Investment Management | 15,141 | $1.04M | 0.01% | +827+5.8% | Added |
| Uncommon Cents Investing LLC | 15,951 | $1.10M | 0.33% | −25−0.2% | Reduced |
| Winton Group Ltd | 16,615 | $1.14M | 0.08% | +300+1.8% | Added |
| AQR Capital Management LLC | 17,023 | $1.17M | 0.00% | +12,016+240.0% | Added |
| New York State Common Retirement Fund | 17,878 | $1.23M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,461 | $1.27M | 0.01% | +2,910+18.7% | Added |
| Price T Rowe Associates Inc | 18,939 | $1.30M | 0.00% | +1,650+9.5% | Added |
| Cetera Investment Advisers | 19,001 | $1.31M | 0.00% | −420−2.2% | Reduced |
| Sippican Capital Advisors | 19,376 | $1.33M | 0.97% | +445+2.4% | Added |
| Thrivent Financial for Lutherans | 19,715 | $1.36M | 0.00% | −315−1.6% | Reduced |
| Rafferty Asset Management, LLC | 21,434 | $1.47M | 0.01% | −2,587−10.8% | Reduced |
| Heartland Advisors Inc | 22,319 | $1.53M | 0.08% | −467−2.0% | Reduced |
| Albert D Mason Inc | 22,638 | $1.56M | 1.04% | +177+0.8% | Added |
| Deutsche Bank AG | 22,846 | $1.57M | 0.00% | +7,807+51.9% | Added |
| California State Teachers Retirement System | 23,792 | $1.64M | 0.00% | −293−1.2% | Reduced |
| Great West Life Assurance Co | 23,878 | $1.64M | 0.00% | −1,572−6.2% | Reduced |
| Alliancebernstein L.P. | 26,917 | $1.85M | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 27,027 | $1.86M | 0.24% | −295−1.1% | Reduced |
| Tudor Investment Corp Et Al | 27,345 | $1.88M | 0.02% | −13,731−33.4% | Reduced |
| Prudential Financial Inc | 25,805 | $1.89M | 0.00% | −2,907−10.1% | Reduced |
| SEI Investments Co | 32,843 | $2.26M | 0.00% | +5,349+19.5% | Added |
| Bridge City Capital, LLC | 37,035 | $2.55M | 0.68% | +329+0.9% | Added |
| UBS Asset Management Americas Inc | 38,909 | $2.68M | 0.00% | −6,815−14.9% | Reduced |
| UBS Group AG | 39,504 | $2.72M | 0.00% | +18,088+84.5% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,955 | $3.16M | 2.93% | 00.0% | Unchanged |
| Millennium Management LLC | 46,585 | $3.20M | 0.00% | −46,510−50.0% | Reduced |
| Citigroup Inc | 47,225 | $3.25M | 0.00% | +3,846+8.9% | Added |
| Citadel Advisors LLC | 48,684 | $3.35M | 0.00% | −6,721−12.1% | Reduced |
| 1st Source Bank | 48,744 | $3.35M | 0.19% | 00.0% | Unchanged |
| Swiss National Bank | 50,150 | $3.45M | 0.00% | +300+0.6% | Added |
| Barclays PLC | 51,980 | $3.57M | 0.00% | +1,020+2.0% | Added |
| Royal Bank of Canada | 53,807 | $3.70M | 0.00% | +3,786+7.6% | Added |
| Voloridge Investment Management, LLC | 58,301 | $4.01M | 0.01% | −2,593−4.3% | Reduced |
| Stifel Financial Corp | 62,377 | $4.29M | 0.00% | −3,918−5.9% | Reduced |
| Public Sector Pension Investment Board | 63,551 | $4.37M | 0.02% | +9,410+17.4% | Added |
| LPL Financial LLC | 65,825 | $4.53M | 0.00% | +4,044+6.5% | Added |
| BKD Wealth Advisors, LLC | 68,875 | $4.74M | 0.11% | +255+0.4% | Added |
| Legal & General Group Plc | 70,760 | $4.87M | 0.00% | −70.0% | Reduced |
| Nuveen Asset Management, LLC | 82,360 | $5.66M | 0.00% | +13,838+20.2% | Added |
| Rhumbline Advisers | 83,280 | $5.73M | 0.01% | −190.0% | Reduced |
| Invesco Ltd. | 88,184 | $6.06M | 0.00% | +3,268+3.8% | Added |
| Natixis Advisors, L.P. | 92,669 | $6.37M | 0.01% | −46,112−33.2% | Reduced |
| Kennedy Capital Management, Inc. | 94,763 | $6.52M | 0.14% | −678−0.7% | Reduced |
| Wells Fargo & Company | 98,365 | $6.76M | 0.00% | −23,868−19.5% | Reduced |
| Aptus Capital Advisors, LLC | 107,263 | $7.38M | 0.09% | +31,845+42.2% | Added |