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, Q2 2025
Institutional positions in Lakeland Financial Corp as of Jun 30, 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
- 235
- −9 vs. Q1 2025
- Shares held
- 21.5M
- +83.3K (+0.4%) vs. Q1 2025
- Total value
- $1.32B
- +$48.4M (+3.8%) vs. Q1 2025
- New holders
- 20
- 89 more added
- Sold out
- 29
- 84 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,594,918 | $220.9M | 0.00% | −99,279−2.7% | Reduced |
| Vanguard Group Inc | 1,877,659 | $115.4M | 0.00% | −15,284−0.8% | Reduced |
| Neuberger Berman Group LLC | 1,512,029 | $92.9M | 0.07% | +259,177+20.7% | Added |
| State Street Corp | 1,354,542 | $83.2M | 0.00% | +57,252+4.4% | Added |
| Charles Schwab Investment Management Inc | 1,023,432 | $62.9M | 0.01% | +24,399+2.4% | Added |
| Victory Capital Management Inc | 916,558 | $56.3M | 0.04% | −175,825−16.1% | Reduced |
| Silvercrest Asset Management Group LLC | 881,944 | $54.2M | 0.36% | −60,072−6.4% | Reduced |
| Dimensional Fund Advisors LP | 731,742 | $45.0M | 0.01% | −31,348−4.1% | Reduced |
| Copeland Capital Management, LLC | 689,111 | $42.3M | 0.87% | −51,511−7.0% | Reduced |
| Geode Capital Management, LLC | 622,041 | $38.2M | 0.00% | +511+0.1% | Added |
| Neumeier Poma Investment Counsel LLC | 464,425 | $28.5M | 2.66% | −10,677−2.2% | Reduced |
| First Trust Advisors LP | 383,525 | $23.6M | 0.02% | +307,371+403.6% | Added |
| Northern Trust Corp | 356,533 | $21.9M | 0.00% | −120,464−25.3% | Reduced |
| Millennium Management LLC | 343,340 | $21.1M | 0.02% | +144,017+72.3% | Added |
| Raymond James Financial Inc | 335,994 | $20.6M | 0.01% | −13,874−4.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 335,901 | $20.6M | 0.08% | +52,295+18.4% | Added |
| Ameriprise Financial Inc | 325,912 | $20.0M | 0.00% | −2,972−0.9% | Reduced |
| NFJ Investment Group, LLC | 283,690 | $17.4M | 0.61% | +131,948+87.0% | Added |
| Goldman Sachs Group Inc | 220,347 | $13.5M | 0.00% | −63,858−22.5% | Reduced |
| Morgan Stanley | 218,023 | $13.4M | 0.00% | −38,227−14.9% | Reduced |
| Timucuan Asset Management Inc | 199,111 | $12.2M | 0.36% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 198,101 | $12.2M | 0.00% | −4,653−2.3% | Reduced |
| Bank of America Corp | 190,134 | $11.7M | 0.00% | +52,558+38.2% | Added |
| Monarch Capital Management Inc | 154,493 | $9.49M | 2.55% | +1,720+1.1% | Added |
| Kennedy Capital Management, Inc. | 141,500 | $8.70M | 0.21% | −2,366−1.6% | Reduced |
| FMR LLC | 138,063 | $8.48M | 0.00% | +2,385+1.8% | Added |
| Aptus Capital Advisors, LLC | 132,845 | $8.16M | 0.08% | +11,920+9.9% | Added |
| American Century Companies Inc | 130,891 | $8.04M | 0.00% | +336+0.3% | Added |
| Two Sigma Investments, LP | 130,488 | $8.02M | 0.01% | +63,060+93.5% | Added |
| Envestnet Asset Management Inc | 129,992 | $7.99M | 0.00% | −51,042−28.2% | Reduced |
| Principal Financial Group Inc | 126,763 | $7.79M | 0.00% | −258−0.2% | Reduced |
| Qube Research & Technologies Ltd | 115,866 | $7.12M | 0.01% | +35,610+44.4% | Added |
| Wells Fargo & Company | 107,423 | $6.60M | 0.00% | −33,104−23.6% | Reduced |
| ProShare Advisors LLC | 105,663 | $6.49M | 0.01% | +99,791+1,699.4% | Added |
| Voloridge Investment Management, LLC | 103,839 | $6.38M | 0.02% | +12,979+14.3% | Added |
| AQR Capital Management LLC | 95,740 | $5.88M | 0.00% | +63,313+195.2% | Added |
| Citadel Advisors LLC | 89,452 | $5.50M | 0.00% | +2,681+3.1% | Added |
| Public Sector Pension Investment Board | 87,104 | $5.35M | 0.02% | +6,171+7.6% | Added |
| Nuveen, LLC | 85,903 | $5.28M | 0.00% | +5,226+6.5% | Added |
| Invesco Ltd. | 83,195 | $5.11M | 0.00% | −12,422−13.0% | Reduced |
| Rhumbline Advisers | 81,415 | $5.00M | 0.00% | +1,642+2.1% | Added |
| Cubist Systematic Strategies, LLC | 77,146 | $4.74M | 0.05% | −36,012−31.8% | Reduced |
| UBS Asset Management Americas Inc | 71,555 | $4.40M | 0.00% | +22,752+46.6% | Added |
| Legal & General Group Plc | 70,421 | $4.33M | 0.00% | +676+1.0% | Added |
| Renaissance Technologies LLC | 70,351 | $4.32M | 0.01% | −12,100−14.7% | Reduced |
| D. E. Shaw & Co., Inc. | 68,113 | $4.19M | 0.00% | +6,379+10.3% | Added |
| JPMorgan Chase & Co | 66,818 | $4.11M | 0.00% | +11,973+21.8% | Added |
| Marshall Wace, LLP | 66,144 | $4.06M | 0.00% | −7,371−10.0% | Reduced |
| UBS Group AG | 62,699 | $3.85M | 0.00% | +20,416+48.3% | Added |
| Barclays PLC | 59,705 | $3.67M | 0.00% | +22,029+58.5% | Added |
| Royal Bank of Canada | 54,691 | $3.36M | 0.00% | −6,103−10.0% | Reduced |
| Squarepoint Ops LLC | 52,985 | $3.26M | 0.01% | +17,507+49.3% | Added |
| LPL Financial LLC | 51,164 | $3.14M | 0.00% | −15,001−22.7% | Reduced |
| Swiss National Bank | 49,450 | $3.04M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,088 | $3.02M | 0.00% | +6,179+14.4% | Added |
| Stifel Financial Corp | 49,021 | $3.01M | 0.00% | −13,067−21.0% | Reduced |
| Two Sigma Advisers, LP | 48,900 | $3.00M | 0.01% | +29,400+150.8% | Added |
| 1st Source Bank | 48,744 | $3.00M | 0.17% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 42,985 | $2.64M | 2.66% | −726−1.7% | Reduced |
| SEI Investments Co | 41,221 | $2.53M | 0.00% | +4,130+11.1% | Added |
| Citigroup Inc | 40,754 | $2.50M | 0.00% | −3,645−8.2% | Reduced |
| Trexquant Investment LP | 39,368 | $2.42M | 0.03% | +14,012+55.3% | Added |
| ExodusPoint Capital Management, LP | 37,539 | $2.31M | 0.03% | +3,336+9.8% | Added |
| Bridge City Capital, LLC | 36,262 | $2.23M | 0.63% | −515−1.4% | Reduced |
| Deutsche Bank AG | 34,118 | $2.10M | 0.00% | +5,621+19.7% | Added |
| Dark Forest Capital Management LP | 33,682 | $2.07M | 0.08% | −13,189−28.1% | Reduced |
| Prudential Financial Inc | 26,638 | $1.93M | 0.00% | +1,711+6.9% | Added |
| Rafferty Asset Management, LLC | 27,336 | $1.68M | 0.01% | +9,290+51.5% | Added |
| Alliancebernstein L.P. | 26,917 | $1.65M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,666 | $1.52M | 0.00% | +5,928+31.6% | Added |
| New Age Alpha Advisors, LLC | 24,432 | $1.50M | 0.07% | −949−3.7% | Reduced |
| Sippican Capital Advisors | 23,724 | $1.46M | 1.06% | +2,114+9.8% | Added |
| California State Teachers Retirement System | 23,574 | $1.45M | 0.00% | +464+2.0% | Added |
| Heartland Advisors Inc | 23,303 | $1.43M | 0.08% | −1,908−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,255 | $1.43M | 0.00% | +2,469+11.9% | Added |
| Price T Rowe Associates Inc | 23,161 | $1.42M | 0.00% | +2,577+12.5% | Added |
| FJ Capital Management LLC | 21,793 | $1.34M | 0.14% | +21,793 | New |
| Great West Life Assurance Co | 20,997 | $1.29M | 0.00% | −462−2.2% | Reduced |
| Winton Group Ltd | 20,460 | $1.26M | 0.06% | +3,126+18.0% | Added |
| Sym Financial Corp | 19,796 | $1.22M | 0.14% | +148+0.8% | Added |
| BNP Paribas Arbitrage, SA | 18,632 | $1.14M | 0.00% | +4,206+29.2% | Added |
| Cetera Investment Advisers | 18,109 | $1.11M | 0.00% | −1,299−6.7% | Reduced |
| New York State Common Retirement Fund | 17,878 | $1.10M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,142 | $1.05M | 0.01% | −7,348−30.0% | Reduced |
| Verition Fund Management LLC | 16,189 | $994.8K | 0.01% | +9,233+132.7% | Added |
| MetLife Investment Management | 15,720 | $966.0K | 0.01% | +1,156+7.9% | Added |
| TrueMark Investments, LLC | 15,445 | $949.1K | 0.21% | +15,445 | New |
| Uncommon Cents Investing LLC | 15,266 | $938.1K | 0.25% | −180−1.2% | Reduced |
| State of Alaska, Department of Revenue | 15,220 | $935.0K | 0.01% | +1,085+7.7% | Added |
| Cerity Partners LLC | 15,068 | $926.0K | 0.00% | −532−3.4% | Reduced |
| Russell Investments Group, Ltd. | 14,664 | $901.2K | 0.00% | +1,739+13.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,049 | $863.3K | 0.00% | −819−5.5% | Reduced |
| Illinois Municipal Retirement Fund | 13,587 | $834.9K | 0.01% | −328−2.4% | Reduced |
| Balyasny Asset Management LLC | 13,305 | $817.6K | 0.00% | −12,562−48.6% | Reduced |
| KFG Wealth Management, LLC | 12,837 | $788.9K | 0.13% | +310+2.5% | Added |
| Manufacturers Life Insurance Company, The | 12,804 | $786.8K | 0.00% | +134+1.1% | Added |
| Quantbot Technologies LP | 12,612 | $775.0K | 0.02% | −9,194−42.2% | Reduced |
| Jane Street Group, LLC | 12,572 | $772.5K | 0.00% | −96,790−88.5% | Reduced |
| Comerica Bank | 12,487 | $767.3K | 0.00% | −576−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 12,259 | $753.3K | 0.02% | +11,348+1,245.7% | Added |