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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 73,515 | $4.37M | 0.01% | +73,515 | New |
| First Trust Advisors LP | 76,154 | $4.53M | 0.00% | −231,088−75.2% | Reduced |
| Rhumbline Advisers | 79,773 | $4.74M | 0.00% | −3,507−4.2% | Reduced |
| Qube Research & Technologies Ltd | 80,256 | $4.77M | 0.01% | +72,311+910.1% | Added |
| Nuveen, LLC | 80,677 | $4.80M | 0.00% | +80,677 | New |
| Public Sector Pension Investment Board | 80,933 | $4.81M | 0.02% | +17,382+27.4% | Added |
| Renaissance Technologies LLC | 82,451 | $4.90M | 0.01% | +82,451 | New |
| Citadel Advisors LLC | 86,771 | $5.16M | 0.01% | +38,087+78.2% | Added |
| Natixis Advisors, L.P. | 89,775 | $5.34M | 0.01% | −2,894−3.1% | Reduced |
| Voloridge Investment Management, LLC | 90,860 | $5.40M | 0.02% | +32,559+55.8% | Added |
| Invesco Ltd. | 95,617 | $5.68M | 0.00% | +7,433+8.4% | Added |
| Jane Street Group, LLC | 109,362 | $6.50M | 0.01% | +109,362 | New |
| Cubist Systematic Strategies, LLC | 113,158 | $6.73M | 0.09% | +98,641+679.5% | Added |
| Aptus Capital Advisors, LLC | 120,925 | $7.19M | 0.08% | +13,662+12.7% | Added |
| Principal Financial Group Inc | 127,021 | $7.55M | 0.00% | +3,329+2.7% | Added |
| American Century Companies Inc | 130,555 | $7.76M | 0.00% | +3,663+2.9% | Added |
| FMR LLC | 135,678 | $8.06M | 0.00% | +4,341+3.3% | Added |
| Bank of America Corp | 137,576 | $8.18M | 0.00% | +7,414+5.7% | Added |
| Wells Fargo & Company | 140,527 | $8.35M | 0.00% | +42,162+42.9% | Added |
| Kennedy Capital Management, Inc. | 143,866 | $8.55M | 0.20% | +49,103+51.8% | Added |
| NFJ Investment Group, LLC | 151,742 | $9.02M | 0.30% | −424−0.3% | Reduced |
| Monarch Capital Management Inc | 152,773 | $9.08M | 2.52% | −2,315−1.5% | Reduced |
| Envestnet Asset Management Inc | 181,034 | $10.8M | 0.00% | +2,666+1.5% | Added |
| Timucuan Asset Management Inc | 199,111 | $11.8M | 0.37% | +10,650+5.7% | Added |
| Millennium Management LLC | 199,323 | $11.8M | 0.01% | +152,738+327.9% | Added |
| Bank of New York Mellon Corp | 202,754 | $12.1M | 0.00% | −7,679−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 241,439 | $14.4M | 0.04% | −296,692−55.1% | Reduced |
| Morgan Stanley | 256,250 | $15.2M | 0.00% | −191−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 283,606 | $16.9M | 0.07% | +680+0.2% | Added |
| Goldman Sachs Group Inc | 284,205 | $16.9M | 0.00% | −110,611−28.0% | Reduced |
| Ameriprise Financial Inc | 328,884 | $19.5M | 0.01% | −15,204−4.4% | Reduced |
| Raymond James Financial Inc | 349,868 | $20.8M | 0.01% | +13,759+4.1% | Added |
| Neumeier Poma Investment Counsel LLC | 475,102 | $28.2M | 3.04% | −1,011−0.2% | Reduced |
| Northern Trust Corp | 476,997 | $28.4M | 0.00% | +10,728+2.3% | Added |
| Geode Capital Management, LLC | 621,530 | $37.0M | 0.00% | +19,042+3.2% | Added |
| Copeland Capital Management, LLC | 740,622 | $44.0M | 0.88% | −23,564−3.1% | Reduced |
| Dimensional Fund Advisors LP | 763,090 | $45.4M | 0.01% | −44,435−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 942,016 | $56.0M | 0.40% | −14,549−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 999,033 | $59.4M | 0.01% | +52,753+5.6% | Added |
| Victory Capital Management Inc | 1,092,383 | $64.9M | 0.07% | −253,726−18.8% | Reduced |
| Neuberger Berman Group LLC | 1,252,852 | $74.5M | 0.06% | −7,742−0.6% | Reduced |
| State Street Corp | 1,297,290 | $77.1M | 0.00% | −92,759−6.7% | Reduced |
| Vanguard Group Inc | 1,892,943 | $112.5M | 0.00% | −47,413−2.4% | Reduced |
| BlackRock, Inc. | 3,694,197 | $219.6M | 0.00% | −45,736−1.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −153,574−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −109,757−100.0% | Sold out |
| Albert D Mason Inc | 0 | $0 | 0.00% | −22,638−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,524−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |