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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 6,140 | $377.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,254 | $384.3K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,328 | $388.9K | 0.04% | +550+9.5% | Added |
| Bessemer Group Inc | 6,465 | $397.0K | 0.00% | −209−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,562 | $403.2K | 0.00% | +457+7.5% | Added |
| SG Americas Securities, LLC | 6,611 | $406.0K | 0.00% | +1,099+19.9% | Added |
| State Board of Administration of Florida Retirement System | 6,652 | $408.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,752 | $414.9K | 0.04% | −14,482−68.2% | Reduced |
| RSM US Wealth Management LLC | 6,949 | $427.0K | 0.01% | −994−12.5% | Reduced |
| Voya Investment Management LLC | 7,075 | $434.8K | 0.00% | +75+1.1% | Added |
| Avantax Advisory Services, Inc. | 7,103 | $436.5K | 0.00% | −608−7.9% | Reduced |
| Amalgamated Bank | 7,278 | $447.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,435 | $456.9K | 0.00% | +3,467+87.4% | Added |
| Maryland State Retirement & Pension System | 7,452 | $457.9K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,567 | $465.0K | 0.00% | −536−6.6% | Reduced |
| Arizona State Retirement System | 7,581 | $465.9K | 0.00% | +283+3.9% | Added |
| Keybank National Association | 7,743 | $475.8K | 0.00% | −1,887−19.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,099 | $497.7K | 0.01% | −5,818−41.8% | Reduced |
| HighTower Advisors, LLC | 8,593 | $528.0K | 0.00% | +549+6.8% | Added |
| Snowden Capital Advisors LLC | 8,697 | $534.4K | 0.02% | +354+4.2% | Added |
| Point72 Asset Management, L.P. | 8,849 | $543.8K | 0.00% | +185+2.1% | Added |
| Ieq Capital, LLC | 9,031 | $555.0K | 0.00% | +9,031 | New |
| Legato Capital Management LLC | 9,352 | $574.7K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 9,376 | $576.2K | 0.19% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,545 | $586.5K | 0.01% | +18+0.2% | Added |
| Jupiter Asset Management Ltd | 9,722 | $597.4K | 0.00% | +9,722 | New |
| Intech Investment Management LLC | 9,800 | $602.2K | 0.01% | −3,956−28.8% | Reduced |
| Smartleaf Asset Management LLC | 9,960 | $611.4K | 0.05% | +292+3.0% | Added |
| Ensign Peak Advisors, Inc | 10,544 | $647.9K | 0.00% | −2,450−18.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 11,232 | $690.2K | 0.25% | +224+2.0% | Added |
| Security Financial Services, INC. | 11,472 | $705.0K | 0.12% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,589 | $712.1K | 0.01% | −889−7.1% | Reduced |
| BKD Wealth Advisors, LLC | 11,822 | $726.5K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,900 | $731.3K | 0.01% | −100−0.8% | Reduced |
| Janus Henderson Group PLC | 12,248 | $753.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,259 | $753.3K | 0.02% | +11,348+1,245.7% | Added |
| Comerica Bank | 12,487 | $767.3K | 0.00% | −576−4.4% | Reduced |
| Jane Street Group, LLC | 12,572 | $772.5K | 0.00% | −96,790−88.5% | Reduced |
| Quantbot Technologies LP | 12,612 | $775.0K | 0.02% | −9,194−42.2% | Reduced |
| Manufacturers Life Insurance Company, The | 12,804 | $786.8K | 0.00% | +134+1.1% | Added |
| KFG Wealth Management, LLC | 12,837 | $788.9K | 0.13% | +310+2.5% | Added |
| Balyasny Asset Management LLC | 13,305 | $817.6K | 0.00% | −12,562−48.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,587 | $834.9K | 0.01% | −328−2.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,049 | $863.3K | 0.00% | −819−5.5% | Reduced |
| Russell Investments Group, Ltd. | 14,664 | $901.2K | 0.00% | +1,739+13.5% | Added |
| Cerity Partners LLC | 15,068 | $926.0K | 0.00% | −532−3.4% | Reduced |
| State of Alaska, Department of Revenue | 15,220 | $935.0K | 0.01% | +1,085+7.7% | Added |
| Uncommon Cents Investing LLC | 15,266 | $938.1K | 0.25% | −180−1.2% | Reduced |
| TrueMark Investments, LLC | 15,445 | $949.1K | 0.21% | +15,445 | New |
| MetLife Investment Management | 15,720 | $966.0K | 0.01% | +1,156+7.9% | Added |
| Verition Fund Management LLC | 16,189 | $994.8K | 0.01% | +9,233+132.7% | Added |
| Schonfeld Strategic Advisors LLC | 17,142 | $1.05M | 0.01% | −7,348−30.0% | Reduced |
| New York State Common Retirement Fund | 17,878 | $1.10M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,109 | $1.11M | 0.00% | −1,299−6.7% | Reduced |
| BNP Paribas Arbitrage, SA | 18,632 | $1.14M | 0.00% | +4,206+29.2% | Added |
| Sym Financial Corp | 19,796 | $1.22M | 0.14% | +148+0.8% | Added |
| Winton Group Ltd | 20,460 | $1.26M | 0.06% | +3,126+18.0% | Added |
| Great West Life Assurance Co | 20,997 | $1.29M | 0.00% | −462−2.2% | Reduced |
| FJ Capital Management LLC | 21,793 | $1.34M | 0.14% | +21,793 | New |
| Price T Rowe Associates Inc | 23,161 | $1.42M | 0.00% | +2,577+12.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,255 | $1.43M | 0.00% | +2,469+11.9% | Added |
| Heartland Advisors Inc | 23,303 | $1.43M | 0.08% | −1,908−7.6% | Reduced |
| California State Teachers Retirement System | 23,574 | $1.45M | 0.00% | +464+2.0% | Added |
| Sippican Capital Advisors | 23,724 | $1.46M | 1.06% | +2,114+9.8% | Added |
| New Age Alpha Advisors, LLC | 24,432 | $1.50M | 0.07% | −949−3.7% | Reduced |
| Thrivent Financial for Lutherans | 24,666 | $1.52M | 0.00% | +5,928+31.6% | Added |
| Alliancebernstein L.P. | 26,917 | $1.65M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 27,336 | $1.68M | 0.01% | +9,290+51.5% | Added |
| Prudential Financial Inc | 26,638 | $1.93M | 0.00% | +1,711+6.9% | Added |
| Dark Forest Capital Management LP | 33,682 | $2.07M | 0.08% | −13,189−28.1% | Reduced |
| Deutsche Bank AG | 34,118 | $2.10M | 0.00% | +5,621+19.7% | Added |
| Bridge City Capital, LLC | 36,262 | $2.23M | 0.63% | −515−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 37,539 | $2.31M | 0.03% | +3,336+9.8% | Added |
| Trexquant Investment LP | 39,368 | $2.42M | 0.03% | +14,012+55.3% | Added |
| Citigroup Inc | 40,754 | $2.50M | 0.00% | −3,645−8.2% | Reduced |
| SEI Investments Co | 41,221 | $2.53M | 0.00% | +4,130+11.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 42,985 | $2.64M | 2.66% | −726−1.7% | Reduced |
| 1st Source Bank | 48,744 | $3.00M | 0.17% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 48,900 | $3.00M | 0.01% | +29,400+150.8% | Added |
| Stifel Financial Corp | 49,021 | $3.01M | 0.00% | −13,067−21.0% | Reduced |
| Susquehanna International Group, LLP | 49,088 | $3.02M | 0.00% | +6,179+14.4% | Added |
| Swiss National Bank | 49,450 | $3.04M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 51,164 | $3.14M | 0.00% | −15,001−22.7% | Reduced |
| Squarepoint Ops LLC | 52,985 | $3.26M | 0.01% | +17,507+49.3% | Added |
| Royal Bank of Canada | 54,691 | $3.36M | 0.00% | −6,103−10.0% | Reduced |
| Barclays PLC | 59,705 | $3.67M | 0.00% | +22,029+58.5% | Added |
| UBS Group AG | 62,699 | $3.85M | 0.00% | +20,416+48.3% | Added |
| Marshall Wace, LLP | 66,144 | $4.06M | 0.00% | −7,371−10.0% | Reduced |
| JPMorgan Chase & Co | 66,818 | $4.11M | 0.00% | +11,973+21.8% | Added |
| D. E. Shaw & Co., Inc. | 68,113 | $4.19M | 0.00% | +6,379+10.3% | Added |
| Renaissance Technologies LLC | 70,351 | $4.32M | 0.01% | −12,100−14.7% | Reduced |
| Legal & General Group Plc | 70,421 | $4.33M | 0.00% | +676+1.0% | Added |
| UBS Asset Management Americas Inc | 71,555 | $4.40M | 0.00% | +22,752+46.6% | Added |
| Cubist Systematic Strategies, LLC | 77,146 | $4.74M | 0.05% | −36,012−31.8% | Reduced |
| Rhumbline Advisers | 81,415 | $5.00M | 0.00% | +1,642+2.1% | Added |
| Invesco Ltd. | 83,195 | $5.11M | 0.00% | −12,422−13.0% | Reduced |
| Nuveen, LLC | 85,903 | $5.28M | 0.00% | +5,226+6.5% | Added |
| Public Sector Pension Investment Board | 87,104 | $5.35M | 0.02% | +6,171+7.6% | Added |
| Citadel Advisors LLC | 89,452 | $5.50M | 0.00% | +2,681+3.1% | Added |
| AQR Capital Management LLC | 95,740 | $5.88M | 0.00% | +63,313+195.2% | Added |