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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 109,757 | $7.55M | 0.10% | −771−0.7% | Reduced |
| Principal Financial Group Inc | 123,692 | $8.51M | 0.00% | +3,416+2.8% | Added |
| American Century Companies Inc | 126,892 | $8.73M | 0.01% | +586+0.5% | Added |
| Bank of America Corp | 130,162 | $8.95M | 0.00% | −1,792−1.4% | Reduced |
| FMR LLC | 131,337 | $9.03M | 0.00% | +48,909+59.3% | Added |
| JPMorgan Chase & Co | 134,495 | $9.25M | 0.00% | +76,562+132.2% | Added |
| NFJ Investment Group, LLC | 152,166 | $10.5M | 0.34% | −9,485−5.9% | Reduced |
| Assenagon Asset Management S.A. | 153,574 | $10.6M | 0.02% | +153,574 | New |
| Monarch Capital Management Inc | 155,088 | $10.7M | 2.92% | −2,637−1.7% | Reduced |
| Envestnet Asset Management Inc | 178,368 | $12.3M | 0.00% | −21,480−10.7% | Reduced |
| Timucuan Asset Management Inc | 188,461 | $13.0M | 0.40% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 210,433 | $14.5M | 0.00% | +3,056+1.5% | Added |
| Morgan Stanley | 256,441 | $17.6M | 0.00% | −23,439−8.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 282,926 | $19.5M | 0.07% | −7,799−2.7% | Reduced |
| First Trust Advisors LP | 307,242 | $21.1M | 0.02% | +107,765+54.0% | Added |
| Raymond James Financial Inc | 336,109 | $23.1M | 0.01% | +336,109 | New |
| Ameriprise Financial Inc | 344,088 | $23.7M | 0.01% | −4,803−1.4% | Reduced |
| Goldman Sachs Group Inc | 394,816 | $27.1M | 0.01% | +97,850+32.9% | Added |
| Northern Trust Corp | 466,269 | $32.1M | 0.00% | −2,993−0.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 476,113 | $32.7M | 3.17% | −12,389−2.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 538,131 | $37.0M | 0.09% | −288,314−34.9% | Reduced |
| Geode Capital Management, LLC | 602,488 | $41.4M | 0.00% | −2,519−0.4% | Reduced |
| Copeland Capital Management, LLC | 764,186 | $52.5M | 0.98% | +18,247+2.4% | Added |
| Dimensional Fund Advisors LP | 807,525 | $55.5M | 0.01% | +6,307+0.8% | Added |
| Charles Schwab Investment Management Inc | 946,280 | $65.1M | 0.01% | +43,312+4.8% | Added |
| Silvercrest Asset Management Group LLC | 956,565 | $65.8M | 0.44% | +51,624+5.7% | Added |
| Neuberger Berman Group LLC | 1,260,594 | $86.7M | 0.07% | +166,273+15.2% | Added |
| Victory Capital Management Inc | 1,346,109 | $92.6M | 0.09% | −138,995−9.4% | Reduced |
| State Street Corp | 1,390,049 | $95.6M | 0.00% | +113,120+8.9% | Added |
| Vanguard Group Inc | 1,940,356 | $133.4M | 0.00% | +100,001+5.4% | Added |
| BlackRock, Inc. | 3,739,933 | $257.2M | 0.01% | +34,656+0.9% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −33,652−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,349−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,649−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,304−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,751−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,551−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,526−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,223−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,152−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,949−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |