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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $62 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $62 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $123 | 0.00% | −6−75.0% | Reduced |
| Farther Finance Advisors, LLC | 2 | $123 | 0.00% | +1+100.0% | Added |
| Larson Financial Group LLC | 3 | $184 | 0.00% | −1−25.0% | Reduced |
| Fortitude Family Office, LLC | 3 | $184 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $431 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $491 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $615 | 0.00% | −4−28.6% | Reduced |
| Atlantic Trust, LLC | 12 | $738 | 0.00% | +12 | New |
| MAI Capital Management | 13 | $799 | 0.00% | +13 | New |
| Stephens Consulting, LLC | 15 | $922 | 0.00% | +10+200.0% | Added |
| Covestor Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.54K | 0.00% | −25−50.0% | Reduced |
| Signaturefd, LLC | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 29 | $1.78K | 0.00% | −10−25.6% | Reduced |
| TD Capital Management LLC | 31 | $1.89K | 0.00% | +1+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 34 | $2.09K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 46 | $2.83K | 0.00% | +39+557.1% | Added |
| Skopos Labs, Inc. | 46 | $2.83K | 0.00% | +46 | New |
| WPG Advisers, LLC | 50 | $3.07K | 0.00% | −53−51.5% | Reduced |
| Red Tortoise LLC | 50 | $3.07K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 52 | $3.19K | 0.00% | −41−44.1% | Reduced |
| Massmutual Trust Co FSB | 78 | $4.79K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 79 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 82 | $5.00K | 0.00% | −59−41.8% | Reduced |
| Versant Capital Management, Inc | 82 | $5.04K | 0.00% | −73−47.1% | Reduced |
| Golden State Wealth Management, LLC | 93 | $5.71K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 109 | $7.00K | 0.00% | +26+31.3% | Added |
| Allworth Financial LP | 127 | $7.80K | 0.00% | +34+36.6% | Added |
| Hantz Financial Services, Inc. | 128 | $8.00K | 0.00% | +46+56.1% | Added |
| Essential Partners LLC | 132 | $8.11K | 0.00% | +132 | New |
| IFP Advisors, Inc | 159 | $9.77K | 0.00% | +156+5,200.0% | Added |
| Geneos Wealth Management Inc. | 162 | $9.96K | 0.00% | +1+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155 | $10.0K | 0.00% | +155 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $11.9K | 0.00% | +194 | New |
| Principal Securities, Inc. | 197 | $12.1K | 0.00% | −9−4.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 233 | $14.3K | 0.00% | −13,072−98.2% | Reduced |
| Public Employees Retirement System of Ohio | 245 | $15.1K | 0.00% | −4−1.6% | Reduced |
| Retirement Wealth Solutions LLC | 257 | $15.8K | 0.01% | +1+0.4% | Added |
| Bank of Jackson Hole Trust | 275 | $16.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 278 | $17.1K | 0.00% | −342−55.2% | Reduced |
| Binnacle Investments Inc | 292 | $17.9K | 0.01% | −30−9.3% | Reduced |
| Nisa Investment Advisors, LLC | 294 | $18.1K | 0.00% | −2−0.7% | Reduced |
| Sterling Capital Management LLC | 343 | $21.1K | 0.00% | −61−15.1% | Reduced |
| Clearstead Advisors, LLC | 352 | $21.6K | 0.00% | +161+84.3% | Added |
| Creative Financial Designs Inc | 392 | $24.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $24.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 442 | $27.2K | 0.00% | +315+248.0% | Added |
| Global Retirement Partners, LLC | 452 | $27.8K | 0.00% | +452 | New |
| CBIZ Investment Advisory Services, LLC | 457 | $28.1K | 0.00% | +2+0.4% | Added |
| TD Private Client Wealth LLC | 468 | $28.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 469 | $28.8K | 0.00% | +305+186.0% | Added |
| Ronald Blue Trust, Inc. | 475 | $29.2K | 0.00% | +16+3.5% | Added |
| SRS Capital Advisors, Inc. | 564 | $34.6K | 0.00% | −16−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 630 | $38.7K | 0.00% | +582+1,212.5% | Added |
| GAMMA Investing LLC | 923 | $56.7K | 0.00% | −162−14.9% | Reduced |
| First Horizon Advisors, Inc. | 925 | $56.8K | 0.00% | +28+3.1% | Added |
| KBC Group NV | 998 | $61.0K | 0.00% | −599−37.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,728 | $106.2K | 0.00% | −239,711−99.3% | Reduced |
| Harbour Investments, Inc. | 1,991 | $122.4K | 0.00% | +1+0.1% | Added |
| US Bancorp | 2,124 | $130.5K | 0.00% | −68−3.1% | Reduced |
| Jones Financial Companies LLLP | 2,268 | $139.2K | 0.00% | +268+13.4% | Added |
| State of Wyoming | 2,322 | $142.7K | 0.02% | −2,201−48.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,617 | $160.8K | 0.01% | +148+6.0% | Added |
| The PNC Financial Services Group, Inc. | 2,684 | $164.9K | 0.00% | −272−9.2% | Reduced |
| Mutual of America Capital Management LLC | 3,283 | $201.7K | 0.00% | −432−11.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,279 | $202.0K | 0.00% | +3,279 | New |
| Terry L. Blaker | 3,500 | $215.1K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,670 | $225.5K | 0.00% | +3,670 | New |
| Pictet Asset Management Holding SA | 3,843 | $236.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $240.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,947 | $242.5K | 0.04% | −206−5.0% | Reduced |
| Arkadios Wealth Advisors | 3,947 | $242.5K | 0.01% | +5+0.1% | Added |
| Sapient Capital LLC | 3,950 | $242.7K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 4,027 | $247.5K | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,130 | $253.8K | 0.00% | +4,130 | New |
| CWM, LLC | 4,138 | $254.0K | 0.00% | +3,507+555.8% | Added |
| Entropy Technologies, LP | 4,300 | $264.2K | 0.02% | +4,300 | New |
| Los Angeles Capital Management LLC | 4,462 | $274.2K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,466 | $274.4K | 0.02% | +4,466 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,676 | $287.3K | 0.00% | −541−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $298.6K | 0.00% | −2,117−30.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,949 | $304.1K | 0.02% | −10,629−68.2% | Reduced |
| Teacher Retirement System of Texas | 4,971 | $305.5K | 0.00% | +1,114+28.9% | Added |
| Mach-1 Financial Group, Inc. | 4,982 | $306.1K | 0.09% | +4,982 | New |
| KLP Kapitalforvaltning AS | 5,000 | $307.3K | 0.00% | −500−9.1% | Reduced |
| Captrust Financial Advisors | 5,037 | $309.5K | 0.00% | +830+19.7% | Added |
| Gsa Capital Partners LLP | 5,117 | $314.0K | 0.02% | −7,747−60.2% | Reduced |
| Bank of Montreal | 5,479 | $336.7K | 0.00% | −32−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,768 | $354.4K | 0.00% | +476+9.0% | Added |
| Bedel Financial Consulting, Inc. | 5,800 | $356.4K | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,838 | $358.7K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 6,000 | $369.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $371.0K | 0.00% | 00.0% | Unchanged |