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 |
|---|---|---|---|---|---|
| CX Institutional | 6,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $358.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,105 | $362.9K | 0.00% | +660+12.1% | Added |
| New York State Teachers Retirement System | 6,140 | $365.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,254 | $371.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,652 | $395.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,674 | $397.0K | 0.00% | +136+2.1% | Added |
| Davenport & Co LLC | 6,773 | $402.6K | 0.00% | −49−0.7% | Reduced |
| Verition Fund Management LLC | 6,956 | $413.5K | 0.00% | −539−7.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,977 | $414.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,000 | $416.1K | 0.00% | −711−9.2% | Reduced |
| CI Private Wealth, LLC | 7,231 | $429.8K | 0.00% | −368−4.8% | Reduced |
| Amalgamated Bank | 7,278 | $433.0K | 0.00% | −200−2.7% | Reduced |
| Arizona State Retirement System | 7,298 | $433.8K | 0.00% | −104−1.4% | Reduced |
| Maryland State Retirement & Pension System | 7,452 | $442.9K | 0.01% | −1,161−13.5% | Reduced |
| Magnetar Financial LLC | 7,678 | $456.4K | 0.01% | +7,678 | New |
| Avantax Advisory Services, Inc. | 7,711 | $458.3K | 0.00% | +407+5.6% | Added |
| RSM US Wealth Management LLC | 7,943 | $472.1K | 0.01% | −86−1.1% | Reduced |
| HighTower Advisors, LLC | 8,044 | $478.1K | 0.00% | −1,110−12.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,103 | $482.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,343 | $495.9K | 0.02% | −267−3.1% | Reduced |
| Point72 Asset Management, L.P. | 8,664 | $515.0K | 0.00% | +3,975+84.8% | Added |
| Legato Capital Management LLC | 9,352 | $555.9K | 0.07% | −123−1.3% | Reduced |
| Pathway Financial Advisers, LLC | 9,376 | $557.3K | 0.19% | −652−6.5% | Reduced |
| Yousif Capital Management, LLC | 9,527 | $566.3K | 0.01% | −118−1.2% | Reduced |
| Keybank National Association | 9,630 | $572.4K | 0.00% | −1,146−10.6% | Reduced |
| Amundi | 10,344 | $576.3K | 0.00% | −2,588−20.0% | Reduced |
| Smartleaf Asset Management LLC | 9,668 | $582.6K | 0.06% | +40+0.4% | Added |
| Allianz Asset Management GmbH | 10,500 | $624.1K | 0.00% | +2,100+25.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 11,008 | $654.3K | 0.27% | +10+0.1% | Added |
| Security Financial Services, INC. | 11,472 | $681.9K | 0.14% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 11,776 | $700.0K | 0.02% | +7,746+192.2% | Added |
| BKD Wealth Advisors, LLC | 11,822 | $702.7K | 0.02% | −57,053−82.8% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $713.3K | 0.01% | −300−2.4% | Reduced |
| Janus Henderson Group PLC | 12,248 | $737.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,478 | $741.7K | 0.02% | +6,036+93.7% | Added |
| KFG Wealth Management, LLC | 12,527 | $744.6K | 0.14% | −19−0.2% | Reduced |
| HRT Financial LP | 12,559 | $746.0K | 0.00% | +12,559 | New |
| Manufacturers Life Insurance Company, The | 12,670 | $753.1K | 0.00% | +364+3.0% | Added |
| Gsa Capital Partners LLP | 12,864 | $765.0K | 0.07% | +12,864 | New |
| Russell Investments Group, Ltd. | 12,925 | $768.3K | 0.00% | +280+2.2% | Added |
| Ensign Peak Advisors, Inc | 12,994 | $772.4K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 13,011 | $773.4K | 0.03% | +13,011 | New |
| Corebridge Financial, Inc. | 13,013 | $773.5K | 0.00% | −257−1.9% | Reduced |
| Comerica Bank | 13,063 | $776.5K | 0.00% | −97−0.7% | Reduced |
| Intech Investment Management LLC | 13,756 | $817.7K | 0.01% | +4,033+41.5% | Added |
| Illinois Municipal Retirement Fund | 13,915 | $827.1K | 0.01% | +432+3.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,917 | $827.2K | 0.06% | +13,917 | New |
| State of Alaska, Department of Revenue | 14,135 | $840.0K | 0.01% | −335−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 14,426 | $857.5K | 0.00% | +5,611+63.7% | Added |
| MetLife Investment Management | 14,564 | $865.7K | 0.00% | −577−3.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 13,305 | $883.6K | 0.16% | +13,305 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,868 | $883.8K | 0.00% | +716+5.1% | Added |
| Uncommon Cents Investing LLC | 15,446 | $918.1K | 0.27% | −505−3.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,578 | $926.0K | 0.07% | +15,578 | New |
| Cerity Partners LLC | 15,600 | $927.3K | 0.00% | +1,240+8.6% | Added |
| Winton Group Ltd | 17,334 | $1.03M | 0.06% | +719+4.3% | Added |
| New York State Common Retirement Fund | 17,878 | $1.06M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 18,046 | $1.07M | 0.00% | −3,388−15.8% | Reduced |
| Thrivent Financial for Lutherans | 18,738 | $1.11M | 0.00% | −977−5.0% | Reduced |
| Cetera Investment Advisers | 19,408 | $1.15M | 0.00% | +407+2.1% | Added |
| Two Sigma Advisers, LP | 19,500 | $1.16M | 0.00% | +19,500 | New |
| Sym Financial Corp | 19,648 | $1.17M | 0.14% | −7,379−27.3% | Reduced |
| Tudor Investment Corp Et Al | 19,739 | $1.17M | 0.01% | −7,606−27.8% | Reduced |
| Price T Rowe Associates Inc | 20,584 | $1.22M | 0.00% | +1,645+8.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,786 | $1.25M | 0.01% | +2,325+12.6% | Added |
| Quest Partners LLC | 21,234 | $1.26M | 0.14% | +13,542+176.1% | Added |
| Great West Life Assurance Co | 21,459 | $1.27M | 0.00% | −2,419−10.1% | Reduced |
| Sippican Capital Advisors | 21,610 | $1.28M | 0.97% | +2,234+11.5% | Added |
| Quantbot Technologies LP | 21,806 | $1.30M | 0.04% | +18,420+544.0% | Added |
| California State Teachers Retirement System | 23,110 | $1.37M | 0.00% | −682−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,490 | $1.46M | 0.01% | +17,290+240.1% | Added |
| Prudential Financial Inc | 24,927 | $1.48M | 0.00% | −878−3.4% | Reduced |
| Heartland Advisors Inc | 25,211 | $1.50M | 0.09% | +2,892+13.0% | Added |
| Trexquant Investment LP | 25,356 | $1.51M | 0.02% | +25,356 | New |
| New Age Alpha Advisors, LLC | 25,381 | $1.51M | 0.07% | +25,381 | New |
| Balyasny Asset Management LLC | 25,867 | $1.54M | 0.00% | +14,017+118.3% | Added |
| Alliancebernstein L.P. | 26,917 | $1.60M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 28,497 | $1.69M | 0.00% | +5,651+24.7% | Added |
| AQR Capital Management LLC | 32,427 | $1.93M | 0.00% | +15,404+90.5% | Added |
| ExodusPoint Capital Management, LP | 34,203 | $2.03M | 0.03% | +34,203 | New |
| Squarepoint Ops LLC | 35,478 | $2.11M | 0.01% | +20,851+142.6% | Added |
| Bridge City Capital, LLC | 36,777 | $2.19M | 0.66% | −258−0.7% | Reduced |
| SEI Investments Co | 37,091 | $2.20M | 0.00% | +4,248+12.9% | Added |
| Barclays PLC | 37,676 | $2.24M | 0.00% | −14,304−27.5% | Reduced |
| UBS Group AG | 42,283 | $2.51M | 0.00% | +2,779+7.0% | Added |
| Susquehanna International Group, LLP | 42,909 | $2.55M | 0.00% | +29,331+216.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 43,711 | $2.60M | 2.62% | −2,244−4.9% | Reduced |
| Citigroup Inc | 44,399 | $2.64M | 0.00% | −2,826−6.0% | Reduced |
| Dark Forest Capital Management LP | 46,871 | $2.79M | 0.13% | +32,196+219.4% | Added |
| 1st Source Bank | 48,744 | $2.90M | 0.17% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 48,803 | $2.90M | 0.00% | +9,894+25.4% | Added |
| Swiss National Bank | 49,450 | $2.94M | 0.00% | −700−1.4% | Reduced |
| JPMorgan Chase & Co | 54,845 | $3.26M | 0.00% | −79,650−59.2% | Reduced |
| Royal Bank of Canada | 60,794 | $3.61M | 0.00% | +6,987+13.0% | Added |
| D. E. Shaw & Co., Inc. | 61,734 | $3.67M | 0.00% | +61,734 | New |
| Stifel Financial Corp | 62,088 | $3.69M | 0.00% | −289−0.5% | Reduced |
| LPL Financial LLC | 66,165 | $3.93M | 0.00% | +340+0.5% | Added |
| Two Sigma Investments, LP | 67,428 | $4.01M | 0.01% | +60,589+885.9% | Added |
| Legal & General Group Plc | 69,745 | $4.15M | 0.00% | −1,015−1.4% | Reduced |