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, Q1 2025
Institutional positions in Lakeland Financial Corp as of Mar 31, 2025. 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
- 244
- +15 vs. Q4 2024
- Shares held
- 21.4M
- −125.4K (−0.6%) vs. Q4 2024
- Total value
- $1.27B
- −$208.3M (−14.1%) vs. Q4 2024
- New holders
- 37
- 81 more added
- Sold out
- 22
- 80 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,694,197 | $219.6M | 0.00% | −45,736−1.2% | Reduced |
| Vanguard Group Inc | 1,892,943 | $112.5M | 0.00% | −47,413−2.4% | Reduced |
| State Street Corp | 1,297,290 | $77.1M | 0.00% | −92,759−6.7% | Reduced |
| Neuberger Berman Group LLC | 1,252,852 | $74.5M | 0.06% | −7,742−0.6% | Reduced |
| Victory Capital Management Inc | 1,092,383 | $64.9M | 0.07% | −253,726−18.8% | Reduced |
| Charles Schwab Investment Management Inc | 999,033 | $59.4M | 0.01% | +52,753+5.6% | Added |
| Silvercrest Asset Management Group LLC | 942,016 | $56.0M | 0.40% | −14,549−1.5% | Reduced |
| Dimensional Fund Advisors LP | 763,090 | $45.4M | 0.01% | −44,435−5.5% | Reduced |
| Copeland Capital Management, LLC | 740,622 | $44.0M | 0.88% | −23,564−3.1% | Reduced |
| Geode Capital Management, LLC | 621,530 | $37.0M | 0.00% | +19,042+3.2% | Added |
| Northern Trust Corp | 476,997 | $28.4M | 0.00% | +10,728+2.3% | Added |
| Neumeier Poma Investment Counsel LLC | 475,102 | $28.2M | 3.04% | −1,011−0.2% | Reduced |
| Raymond James Financial Inc | 349,868 | $20.8M | 0.01% | +13,759+4.1% | Added |
| Ameriprise Financial Inc | 328,884 | $19.5M | 0.01% | −15,204−4.4% | Reduced |
| Goldman Sachs Group Inc | 284,205 | $16.9M | 0.00% | −110,611−28.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 283,606 | $16.9M | 0.07% | +680+0.2% | Added |
| Morgan Stanley | 256,250 | $15.2M | 0.00% | −191−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 241,439 | $14.4M | 0.04% | −296,692−55.1% | Reduced |
| Bank of New York Mellon Corp | 202,754 | $12.1M | 0.00% | −7,679−3.6% | Reduced |
| Millennium Management LLC | 199,323 | $11.8M | 0.01% | +152,738+327.9% | Added |
| Timucuan Asset Management Inc | 199,111 | $11.8M | 0.37% | +10,650+5.7% | Added |
| Envestnet Asset Management Inc | 181,034 | $10.8M | 0.00% | +2,666+1.5% | Added |
| Monarch Capital Management Inc | 152,773 | $9.08M | 2.52% | −2,315−1.5% | Reduced |
| NFJ Investment Group, LLC | 151,742 | $9.02M | 0.30% | −424−0.3% | Reduced |
| Kennedy Capital Management, Inc. | 143,866 | $8.55M | 0.20% | +49,103+51.8% | Added |
| Wells Fargo & Company | 140,527 | $8.35M | 0.00% | +42,162+42.9% | Added |
| Bank of America Corp | 137,576 | $8.18M | 0.00% | +7,414+5.7% | Added |
| FMR LLC | 135,678 | $8.06M | 0.00% | +4,341+3.3% | Added |
| American Century Companies Inc | 130,555 | $7.76M | 0.00% | +3,663+2.9% | Added |
| Principal Financial Group Inc | 127,021 | $7.55M | 0.00% | +3,329+2.7% | Added |
| Aptus Capital Advisors, LLC | 120,925 | $7.19M | 0.08% | +13,662+12.7% | Added |
| Cubist Systematic Strategies, LLC | 113,158 | $6.73M | 0.09% | +98,641+679.5% | Added |
| Jane Street Group, LLC | 109,362 | $6.50M | 0.01% | +109,362 | New |
| Invesco Ltd. | 95,617 | $5.68M | 0.00% | +7,433+8.4% | Added |
| Voloridge Investment Management, LLC | 90,860 | $5.40M | 0.02% | +32,559+55.8% | Added |
| Natixis Advisors, L.P. | 89,775 | $5.34M | 0.01% | −2,894−3.1% | Reduced |
| Citadel Advisors LLC | 86,771 | $5.16M | 0.01% | +38,087+78.2% | Added |
| Renaissance Technologies LLC | 82,451 | $4.90M | 0.01% | +82,451 | New |
| Public Sector Pension Investment Board | 80,933 | $4.81M | 0.02% | +17,382+27.4% | Added |
| Nuveen, LLC | 80,677 | $4.80M | 0.00% | +80,677 | New |
| Qube Research & Technologies Ltd | 80,256 | $4.77M | 0.01% | +72,311+910.1% | Added |
| Rhumbline Advisers | 79,773 | $4.74M | 0.00% | −3,507−4.2% | Reduced |
| First Trust Advisors LP | 76,154 | $4.53M | 0.00% | −231,088−75.2% | Reduced |
| Marshall Wace, LLP | 73,515 | $4.37M | 0.01% | +73,515 | New |
| Legal & General Group Plc | 69,745 | $4.15M | 0.00% | −1,015−1.4% | Reduced |
| Two Sigma Investments, LP | 67,428 | $4.01M | 0.01% | +60,589+885.9% | Added |
| LPL Financial LLC | 66,165 | $3.93M | 0.00% | +340+0.5% | Added |
| Stifel Financial Corp | 62,088 | $3.69M | 0.00% | −289−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 61,734 | $3.67M | 0.00% | +61,734 | New |
| Royal Bank of Canada | 60,794 | $3.61M | 0.00% | +6,987+13.0% | Added |
| JPMorgan Chase & Co | 54,845 | $3.26M | 0.00% | −79,650−59.2% | Reduced |
| Swiss National Bank | 49,450 | $2.94M | 0.00% | −700−1.4% | Reduced |
| UBS Asset Management Americas Inc | 48,803 | $2.90M | 0.00% | +9,894+25.4% | Added |
| 1st Source Bank | 48,744 | $2.90M | 0.17% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 46,871 | $2.79M | 0.13% | +32,196+219.4% | Added |
| Citigroup Inc | 44,399 | $2.64M | 0.00% | −2,826−6.0% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 43,711 | $2.60M | 2.62% | −2,244−4.9% | Reduced |
| Susquehanna International Group, LLP | 42,909 | $2.55M | 0.00% | +29,331+216.0% | Added |
| UBS Group AG | 42,283 | $2.51M | 0.00% | +2,779+7.0% | Added |
| Barclays PLC | 37,676 | $2.24M | 0.00% | −14,304−27.5% | Reduced |
| SEI Investments Co | 37,091 | $2.20M | 0.00% | +4,248+12.9% | Added |
| Bridge City Capital, LLC | 36,777 | $2.19M | 0.66% | −258−0.7% | Reduced |
| Squarepoint Ops LLC | 35,478 | $2.11M | 0.01% | +20,851+142.6% | Added |
| ExodusPoint Capital Management, LP | 34,203 | $2.03M | 0.03% | +34,203 | New |
| AQR Capital Management LLC | 32,427 | $1.93M | 0.00% | +15,404+90.5% | Added |
| Deutsche Bank AG | 28,497 | $1.69M | 0.00% | +5,651+24.7% | Added |
| Alliancebernstein L.P. | 26,917 | $1.60M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 25,867 | $1.54M | 0.00% | +14,017+118.3% | Added |
| New Age Alpha Advisors, LLC | 25,381 | $1.51M | 0.07% | +25,381 | New |
| Trexquant Investment LP | 25,356 | $1.51M | 0.02% | +25,356 | New |
| Heartland Advisors Inc | 25,211 | $1.50M | 0.09% | +2,892+13.0% | Added |
| Prudential Financial Inc | 24,927 | $1.48M | 0.00% | −878−3.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,490 | $1.46M | 0.01% | +17,290+240.1% | Added |
| California State Teachers Retirement System | 23,110 | $1.37M | 0.00% | −682−2.9% | Reduced |
| Quantbot Technologies LP | 21,806 | $1.30M | 0.04% | +18,420+544.0% | Added |
| Sippican Capital Advisors | 21,610 | $1.28M | 0.97% | +2,234+11.5% | Added |
| Great West Life Assurance Co | 21,459 | $1.27M | 0.00% | −2,419−10.1% | Reduced |
| Quest Partners LLC | 21,234 | $1.26M | 0.14% | +13,542+176.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,786 | $1.25M | 0.01% | +2,325+12.6% | Added |
| Price T Rowe Associates Inc | 20,584 | $1.22M | 0.00% | +1,645+8.7% | Added |
| Tudor Investment Corp Et Al | 19,739 | $1.17M | 0.01% | −7,606−27.8% | Reduced |
| Sym Financial Corp | 19,648 | $1.17M | 0.14% | −7,379−27.3% | Reduced |
| Two Sigma Advisers, LP | 19,500 | $1.16M | 0.00% | +19,500 | New |
| Cetera Investment Advisers | 19,408 | $1.15M | 0.00% | +407+2.1% | Added |
| Thrivent Financial for Lutherans | 18,738 | $1.11M | 0.00% | −977−5.0% | Reduced |
| Rafferty Asset Management, LLC | 18,046 | $1.07M | 0.00% | −3,388−15.8% | Reduced |
| New York State Common Retirement Fund | 17,878 | $1.06M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 17,334 | $1.03M | 0.06% | +719+4.3% | Added |
| Cerity Partners LLC | 15,600 | $927.3K | 0.00% | +1,240+8.6% | Added |
| Campbell & CO Investment Adviser LLC | 15,578 | $926.0K | 0.07% | +15,578 | New |
| Uncommon Cents Investing LLC | 15,446 | $918.1K | 0.27% | −505−3.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,868 | $883.8K | 0.00% | +716+5.1% | Added |
| Aster Capital Management (DIFC) Ltd | 13,305 | $883.6K | 0.16% | +13,305 | New |
| MetLife Investment Management | 14,564 | $865.7K | 0.00% | −577−3.8% | Reduced |
| BNP Paribas Arbitrage, SA | 14,426 | $857.5K | 0.00% | +5,611+63.7% | Added |
| State of Alaska, Department of Revenue | 14,135 | $840.0K | 0.01% | −335−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,917 | $827.2K | 0.06% | +13,917 | New |
| Illinois Municipal Retirement Fund | 13,915 | $827.1K | 0.01% | +432+3.2% | Added |
| Intech Investment Management LLC | 13,756 | $817.7K | 0.01% | +4,033+41.5% | Added |
| Comerica Bank | 13,063 | $776.5K | 0.00% | −97−0.7% | Reduced |