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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 9,645 | $663.2K | 0.01% | −240−2.4% | Reduced |
| Legato Capital Management LLC | 9,475 | $651.5K | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,154 | $629.4K | 0.00% | −1,686−15.6% | Reduced |
| BNP Paribas Arbitrage, SA | 8,815 | $606.1K | 0.00% | −3,095−26.0% | Reduced |
| Maryland State Retirement & Pension System | 8,613 | $592.2K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,610 | $592.0K | 0.02% | +796+10.2% | Added |
| Allianz Asset Management GmbH | 8,400 | $577.6K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,103 | $557.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,029 | $552.4K | 0.01% | −3,838−32.3% | Reduced |
| Qube Research & Technologies Ltd | 7,945 | $546.3K | 0.00% | −18,589−70.1% | Reduced |
| Voya Investment Management LLC | 7,711 | $530.2K | 0.00% | −591−7.1% | Reduced |
| Quest Partners LLC | 7,692 | $528.9K | 0.07% | +5,017+187.6% | Added |
| CI Private Wealth, LLC | 7,599 | $522.5K | 0.00% | −2,945−27.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,524 | $517.4K | 0.00% | −1,934−20.4% | Reduced |
| ProShare Advisors LLC | 7,509 | $516.3K | 0.00% | +2,305+44.3% | Added |
| Verition Fund Management LLC | 7,495 | $515.4K | 0.00% | +2,791+59.3% | Added |
| Amalgamated Bank | 7,478 | $514.0K | 0.00% | −68−0.9% | Reduced |
| Arizona State Retirement System | 7,402 | $509.0K | 0.00% | +58+0.8% | Added |
| Avantax Advisory Services, Inc. | 7,304 | $502.2K | 0.00% | −78−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,200 | $495.1K | 0.00% | +4,035+127.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,977 | $479.7K | 0.00% | +1,546+28.5% | Added |
| Two Sigma Investments, LP | 6,839 | $470.3K | 0.00% | −8,363−55.0% | Reduced |
| Davenport & Co LLC | 6,822 | $469.1K | 0.00% | −3,831−36.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,652 | $457.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,538 | $449.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,442 | $443.0K | 0.01% | +4,837+301.4% | Added |
| State of Tennessee, Treasury Department | 6,254 | $430.0K | 0.00% | −274−4.2% | Reduced |
| New York State Teachers Retirement System | 6,140 | $422.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,038 | $415.2K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $415.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,000 | $412.6K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,841 | $401.6K | 0.04% | −480−7.6% | Reduced |
| Bedel Financial Consulting, Inc. | 5,800 | $395.2K | 0.05% | −650−10.1% | Reduced |
| Captrust Financial Advisors | 5,724 | $393.6K | 0.00% | +769+15.5% | Added |
| KLP Kapitalforvaltning AS | 5,500 | $378.2K | 0.00% | +5,500 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,445 | $374.4K | 0.00% | −7−0.1% | Reduced |
| Alps Advisors Inc | 5,400 | $371.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,292 | $363.9K | 0.00% | +5,292 | New |
| Bank of Montreal | 4,954 | $340.6K | 0.00% | +306+6.6% | Added |
| Point72 Asset Management, L.P. | 4,689 | $322.4K | 0.00% | +1,635+53.5% | Added |
| Personal Cfo Solutions, LLC | 4,345 | $298.8K | 0.06% | −219−4.8% | Reduced |
| State of Wyoming | 4,274 | $293.9K | 0.04% | +64+1.5% | Added |
| Moody National Bank Trust Division | 4,126 | $283.7K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,030 | $277.1K | 0.01% | +4,030 | New |
| MGB Wealth Management, LLC | 4,027 | $276.9K | 0.09% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $271.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,900 | $268.2K | 0.01% | −2,497−39.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,902 | $268.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,864 | $265.7K | 0.00% | +27+0.7% | Added |
| Tower Research Capital LLC (TRC) | 3,795 | $260.9K | 0.01% | −376−9.0% | Reduced |
| Reuter James Wealth Management, LLC | 3,637 | $250.1K | 0.05% | −1,765−32.7% | Reduced |
| Terry L. Blaker | 3,500 | $240.7K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,494 | $240.2K | 0.01% | +3,494 | New |
| Quantbot Technologies LP | 3,386 | $232.8K | 0.01% | −1,439−29.8% | Reduced |
| Pictet Asset Management Holding SA | 3,335 | $229.3K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,307 | $227.4K | 0.04% | −1,165−26.1% | Reduced |
| Commonwealth Equity Services, LLC | 3,238 | $223.0K | 0.00% | −78−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,116 | $214.3K | 0.00% | +3,116 | New |
| Centiva Capital, LP | 3,087 | $212.3K | 0.01% | +3,087 | New |
| The PNC Financial Services Group, Inc. | 2,977 | $204.7K | 0.00% | −70−2.3% | Reduced |
| Atria Investments LLC | 2,963 | $203.7K | 0.00% | −517−14.9% | Reduced |
| US Bancorp | 2,480 | $170.5K | 0.00% | +357+16.8% | Added |
| Ameritas Investment Partners, Inc. | 2,469 | $169.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,062 | $141.8K | 0.00% | +326+18.8% | Added |
| Harbour Investments, Inc. | 1,709 | $117.5K | 0.00% | +1+0.1% | Added |
| KBC Group NV | 1,672 | $115.0K | 0.00% | +642+62.3% | Added |
| First Horizon Advisors, Inc. | 843 | $58.0K | 0.00% | +21+2.6% | Added |
| VisionPoint Advisory Group, LLC | 781 | $52.6K | 0.02% | +781 | New |
| SRS Capital Advisors, Inc. | 756 | $52.0K | 0.00% | −37−4.7% | Reduced |
| Sterling Capital Management LLC | 737 | $50.7K | 0.00% | +656+809.9% | Added |
| R Squared Ltd | 730 | $50.2K | 0.05% | +730 | New |
| GAMMA Investing LLC | 677 | $46.6K | 0.00% | +37+5.8% | Added |
| Fifth Third Bancorp | 603 | $41.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 557 | $38.4K | 0.00% | +37+7.1% | Added |
| Proequities, Inc. | 497 | $33.5K | 0.00% | −8−1.6% | Reduced |
| TD Private Client Wealth LLC | 468 | $32.2K | 0.00% | +86+22.5% | Added |
| CBIZ Investment Advisory Services, LLC | 459 | $31.6K | 0.00% | +128+38.7% | Added |
| CWM, LLC | 449 | $31.0K | 0.00% | +102+29.4% | Added |
| Quadrant Capital Group LLC | 433 | $29.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $27.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $27.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 362 | $24.9K | 0.01% | +362 | New |
| Huntington National Bank | 359 | $24.7K | 0.00% | −4,713−92.9% | Reduced |
| Ronald Blue Trust, Inc. | 352 | $24.2K | 0.00% | −151−30.0% | Reduced |
| Global Retirement Partners, LLC | 346 | $23.8K | 0.00% | +152+78.4% | Added |
| Bank of Jackson Hole Trust | 275 | $18.9K | 0.01% | +275 | New |
| Retirement Wealth Solutions LLC | 256 | $16.9K | 0.01% | +256 | New |
| Public Employees Retirement System of Ohio | 234 | $16.1K | 0.00% | −4−1.7% | Reduced |
| Principal Securities, Inc. | 206 | $14.2K | 0.00% | +22+12.0% | Added |
| Mather Group, LLC. | 192 | $13.2K | 0.00% | +192 | New |
| Clearstead Advisors, LLC | 191 | $13.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 169 | $11.6K | 0.00% | +169 | New |
| Hemington Wealth Management | 142 | $9.00K | 0.00% | −3−2.1% | Reduced |
| Parkside Financial Bank & Trust | 117 | $8.05K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 121 | $8.00K | 0.00% | +28+30.1% | Added |
| Golden State Wealth Management, LLC | 93 | $6.39K | 0.00% | +93 | New |
| Allworth Financial LP | 93 | $6.27K | 0.00% | −202−68.5% | Reduced |
| Hantz Financial Services, Inc. | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $5.78K | 0.00% | +84 | New |
| Geneos Wealth Management Inc. | 80 | $5.50K | 0.00% | 00.0% | Unchanged |