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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 13,013 | $773.5K | 0.00% | −257−1.9% | Reduced |
| Caxton Associates LLP | 13,011 | $773.4K | 0.03% | +13,011 | New |
| Ensign Peak Advisors, Inc | 12,994 | $772.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,925 | $768.3K | 0.00% | +280+2.2% | Added |
| Gsa Capital Partners LLP | 12,864 | $765.0K | 0.07% | +12,864 | New |
| Manufacturers Life Insurance Company, The | 12,670 | $753.1K | 0.00% | +364+3.0% | Added |
| HRT Financial LP | 12,559 | $746.0K | 0.00% | +12,559 | New |
| KFG Wealth Management, LLC | 12,527 | $744.6K | 0.14% | −19−0.2% | Reduced |
| Aquatic Capital Management LLC | 12,478 | $741.7K | 0.02% | +6,036+93.7% | Added |
| Janus Henderson Group PLC | 12,248 | $737.8K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,000 | $713.3K | 0.01% | −300−2.4% | Reduced |
| BKD Wealth Advisors, LLC | 11,822 | $702.7K | 0.02% | −57,053−82.8% | Reduced |
| Graham Capital Management, L.P. | 11,776 | $700.0K | 0.02% | +7,746+192.2% | Added |
| Security Financial Services, INC. | 11,472 | $681.9K | 0.14% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 11,008 | $654.3K | 0.27% | +10+0.1% | Added |
| Allianz Asset Management GmbH | 10,500 | $624.1K | 0.00% | +2,100+25.0% | Added |
| Smartleaf Asset Management LLC | 9,668 | $582.6K | 0.06% | +40+0.4% | Added |
| Amundi | 10,344 | $576.3K | 0.00% | −2,588−20.0% | Reduced |
| Keybank National Association | 9,630 | $572.4K | 0.00% | −1,146−10.6% | Reduced |
| Yousif Capital Management, LLC | 9,527 | $566.3K | 0.01% | −118−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 9,376 | $557.3K | 0.19% | −652−6.5% | Reduced |
| Legato Capital Management LLC | 9,352 | $555.9K | 0.07% | −123−1.3% | Reduced |
| Point72 Asset Management, L.P. | 8,664 | $515.0K | 0.00% | +3,975+84.8% | Added |
| Snowden Capital Advisors LLC | 8,343 | $495.9K | 0.02% | −267−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,103 | $482.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,044 | $478.1K | 0.00% | −1,110−12.1% | Reduced |
| RSM US Wealth Management LLC | 7,943 | $472.1K | 0.01% | −86−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 7,711 | $458.3K | 0.00% | +407+5.6% | Added |
| Magnetar Financial LLC | 7,678 | $456.4K | 0.01% | +7,678 | New |
| Maryland State Retirement & Pension System | 7,452 | $442.9K | 0.01% | −1,161−13.5% | Reduced |
| Arizona State Retirement System | 7,298 | $433.8K | 0.00% | −104−1.4% | Reduced |
| Amalgamated Bank | 7,278 | $433.0K | 0.00% | −200−2.7% | Reduced |
| CI Private Wealth, LLC | 7,231 | $429.8K | 0.00% | −368−4.8% | Reduced |
| Voya Investment Management LLC | 7,000 | $416.1K | 0.00% | −711−9.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,977 | $414.7K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,956 | $413.5K | 0.00% | −539−7.2% | Reduced |
| Davenport & Co LLC | 6,773 | $402.6K | 0.00% | −49−0.7% | Reduced |
| Bessemer Group Inc | 6,674 | $397.0K | 0.00% | +136+2.1% | Added |
| State Board of Administration of Florida Retirement System | 6,652 | $395.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,254 | $371.7K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,140 | $365.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,105 | $362.9K | 0.00% | +660+12.1% | Added |
| Handelsbanken Fonder AB | 6,030 | $358.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,872 | $349.0K | 0.00% | −1,637−21.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,838 | $347.0K | 0.01% | −200−3.3% | Reduced |
| Bedel Financial Consulting, Inc. | 5,800 | $345.2K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,778 | $343.4K | 0.04% | −63−1.1% | Reduced |
| Semanteon Capital Management, LP | 5,768 | $342.9K | 0.19% | +5,768 | New |
| CIBC World Markets Corp | 5,521 | $328.2K | 0.00% | +5,521 | New |
| SG Americas Securities, LLC | 5,512 | $328.0K | 0.00% | +5,512 | New |
| Bank of Montreal | 5,511 | $327.6K | 0.00% | +557+11.2% | Added |
| KLP Kapitalforvaltning AS | 5,500 | $326.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,292 | $314.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,217 | $310.1K | 0.00% | +5,217 | New |
| Occudo Quantitative Strategies LP | 4,713 | $284.0K | 0.04% | +1,406+42.5% | Added |
| State of Wyoming | 4,523 | $268.8K | 0.04% | +249+5.8% | Added |
| Los Angeles Capital Management LLC | 4,462 | $265.2K | 0.00% | +4,462 | New |
| Captrust Financial Advisors | 4,207 | $250.1K | 0.00% | −1,517−26.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,153 | $246.9K | 0.05% | −192−4.4% | Reduced |
| MGB Wealth Management, LLC | 4,027 | $239.4K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,968 | $235.9K | 0.00% | +852+27.3% | Added |
| Sapient Capital LLC | 3,950 | $234.8K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,942 | $234.3K | 0.01% | +3,942 | New |
| EntryPoint Capital, LLC | 3,929 | $233.5K | 0.11% | +3,929 | New |
| Public Employees Retirement Association of Colorado | 3,902 | $232.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,900 | $231.8K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,857 | $229.3K | 0.00% | +3,857 | New |
| Pictet Asset Management Holding SA | 3,843 | $228.4K | 0.00% | +508+15.2% | Added |
| Mutual of America Capital Management LLC | 3,715 | $220.8K | 0.00% | −149−3.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,610 | $215.0K | 0.03% | +3,610 | New |
| Terry L. Blaker | 3,500 | $208.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,956 | $175.7K | 0.00% | −21−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,469 | $146.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,192 | $130.3K | 0.00% | −288−11.6% | Reduced |
| Jones Financial Companies LLLP | 2,000 | $120.5K | 0.00% | −62−3.0% | Reduced |
| Harbour Investments, Inc. | 1,990 | $118.3K | 0.00% | +281+16.4% | Added |
| KBC Group NV | 1,597 | $95.0K | 0.00% | −75−4.5% | Reduced |
| Point72 (DIFC) Ltd | 1,175 | $69.9K | 0.01% | +1,175 | New |
| GAMMA Investing LLC | 1,085 | $64.5K | 0.00% | +408+60.3% | Added |
| Tower Research Capital LLC (TRC) | 911 | $54.1K | 0.00% | −2,884−76.0% | Reduced |
| First Horizon Advisors, Inc. | 897 | $53.3K | 0.00% | +54+6.4% | Added |
| Quadrant Capital Group LLC | 627 | $37.3K | 0.00% | +194+44.8% | Added |
| CWM, LLC | 631 | $37.0K | 0.00% | +182+40.5% | Added |
| Fifth Third Bancorp | 620 | $36.9K | 0.00% | +17+2.8% | Added |
| SRS Capital Advisors, Inc. | 580 | $34.5K | 0.00% | −176−23.3% | Reduced |
| Quarry LP | 552 | $32.8K | 0.01% | +552 | New |
| TD Private Client Wealth LLC | 468 | $27.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 459 | $27.3K | 0.00% | +107+30.4% | Added |
| CBIZ Investment Advisory Services, LLC | 455 | $27.0K | 0.00% | −4−0.9% | Reduced |
| Sterling Capital Management LLC | 404 | $24.0K | 0.00% | −333−45.2% | Reduced |
| Indiana Trust & Investment Management CO | 400 | $23.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $23.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 361 | $21.5K | 0.00% | +2+0.6% | Added |
| Binnacle Investments Inc | 322 | $19.1K | 0.01% | +322 | New |
| Bank of Jackson Hole Trust | 275 | $18.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 296 | $17.6K | 0.00% | +265+854.8% | Added |
| Retirement Wealth Solutions LLC | 256 | $15.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 249 | $14.8K | 0.00% | +15+6.4% | Added |
| Principal Securities, Inc. | 206 | $14.2K | 0.00% | 00.0% | Unchanged |