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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 12,248 | $753.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,900 | $731.3K | 0.01% | −100−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 11,822 | $726.5K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,589 | $712.1K | 0.01% | −889−7.1% | Reduced |
| Security Financial Services, INC. | 11,472 | $705.0K | 0.12% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 11,232 | $690.2K | 0.25% | +224+2.0% | Added |
| Ensign Peak Advisors, Inc | 10,544 | $647.9K | 0.00% | −2,450−18.9% | Reduced |
| Smartleaf Asset Management LLC | 9,960 | $611.4K | 0.05% | +292+3.0% | Added |
| Intech Investment Management LLC | 9,800 | $602.2K | 0.01% | −3,956−28.8% | Reduced |
| Jupiter Asset Management Ltd | 9,722 | $597.4K | 0.00% | +9,722 | New |
| Yousif Capital Management, LLC | 9,545 | $586.5K | 0.01% | +18+0.2% | Added |
| Pathway Financial Advisers, LLC | 9,376 | $576.2K | 0.19% | 00.0% | Unchanged |
| Legato Capital Management LLC | 9,352 | $574.7K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,031 | $555.0K | 0.00% | +9,031 | New |
| Point72 Asset Management, L.P. | 8,849 | $543.8K | 0.00% | +185+2.1% | Added |
| Snowden Capital Advisors LLC | 8,697 | $534.4K | 0.02% | +354+4.2% | Added |
| HighTower Advisors, LLC | 8,593 | $528.0K | 0.00% | +549+6.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,099 | $497.7K | 0.01% | −5,818−41.8% | Reduced |
| Keybank National Association | 7,743 | $475.8K | 0.00% | −1,887−19.6% | Reduced |
| Arizona State Retirement System | 7,581 | $465.9K | 0.00% | +283+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 7,567 | $465.0K | 0.00% | −536−6.6% | Reduced |
| Maryland State Retirement & Pension System | 7,452 | $457.9K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,435 | $456.9K | 0.00% | +3,467+87.4% | Added |
| Amalgamated Bank | 7,278 | $447.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,103 | $436.5K | 0.00% | −608−7.9% | Reduced |
| Voya Investment Management LLC | 7,075 | $434.8K | 0.00% | +75+1.1% | Added |
| RSM US Wealth Management LLC | 6,949 | $427.0K | 0.01% | −994−12.5% | Reduced |
| Quest Partners LLC | 6,752 | $414.9K | 0.04% | −14,482−68.2% | Reduced |
| State Board of Administration of Florida Retirement System | 6,652 | $408.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,611 | $406.0K | 0.00% | +1,099+19.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,562 | $403.2K | 0.00% | +457+7.5% | Added |
| Bessemer Group Inc | 6,465 | $397.0K | 0.00% | −209−3.1% | Reduced |
| CWM Advisors, LLC | 6,328 | $388.9K | 0.04% | +550+9.5% | Added |
| State of Tennessee, Treasury Department | 6,254 | $384.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,140 | $377.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $371.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,000 | $369.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,838 | $358.7K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,800 | $356.4K | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,768 | $354.4K | 0.00% | +476+9.0% | Added |
| Bank of Montreal | 5,479 | $336.7K | 0.00% | −32−0.6% | Reduced |
| Gsa Capital Partners LLP | 5,117 | $314.0K | 0.02% | −7,747−60.2% | Reduced |
| Captrust Financial Advisors | 5,037 | $309.5K | 0.00% | +830+19.7% | Added |
| KLP Kapitalforvaltning AS | 5,000 | $307.3K | 0.00% | −500−9.1% | Reduced |
| Mach-1 Financial Group, Inc. | 4,982 | $306.1K | 0.09% | +4,982 | New |
| Teacher Retirement System of Texas | 4,971 | $305.5K | 0.00% | +1,114+28.9% | Added |
| Campbell & CO Investment Adviser LLC | 4,949 | $304.1K | 0.02% | −10,629−68.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $298.6K | 0.00% | −2,117−30.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,676 | $287.3K | 0.00% | −541−10.4% | Reduced |
| DRW Securities, LLC | 4,466 | $274.4K | 0.02% | +4,466 | New |
| Los Angeles Capital Management LLC | 4,462 | $274.2K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,300 | $264.2K | 0.02% | +4,300 | New |
| CWM, LLC | 4,138 | $254.0K | 0.00% | +3,507+555.8% | Added |
| Engineers Gate Manager LP | 4,130 | $253.8K | 0.00% | +4,130 | New |
| MGB Wealth Management, LLC | 4,027 | $247.5K | 0.08% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $242.7K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,947 | $242.5K | 0.01% | +5+0.1% | Added |
| Personal Cfo Solutions, LLC | 3,947 | $242.5K | 0.04% | −206−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,902 | $240.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,843 | $236.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,670 | $225.5K | 0.00% | +3,670 | New |
| Terry L. Blaker | 3,500 | $215.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,279 | $202.0K | 0.00% | +3,279 | New |
| Mutual of America Capital Management LLC | 3,283 | $201.7K | 0.00% | −432−11.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,684 | $164.9K | 0.00% | −272−9.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,617 | $160.8K | 0.01% | +148+6.0% | Added |
| State of Wyoming | 2,322 | $142.7K | 0.02% | −2,201−48.7% | Reduced |
| Jones Financial Companies LLLP | 2,268 | $139.2K | 0.00% | +268+13.4% | Added |
| US Bancorp | 2,124 | $130.5K | 0.00% | −68−3.1% | Reduced |
| Harbour Investments, Inc. | 1,991 | $122.4K | 0.00% | +1+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,728 | $106.2K | 0.00% | −239,711−99.3% | Reduced |
| KBC Group NV | 998 | $61.0K | 0.00% | −599−37.5% | Reduced |
| First Horizon Advisors, Inc. | 925 | $56.8K | 0.00% | +28+3.1% | Added |
| GAMMA Investing LLC | 923 | $56.7K | 0.00% | −162−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 630 | $38.7K | 0.00% | +582+1,212.5% | Added |
| SRS Capital Advisors, Inc. | 564 | $34.6K | 0.00% | −16−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 475 | $29.2K | 0.00% | +16+3.5% | Added |
| Advisor Group Holdings, Inc. | 469 | $28.8K | 0.00% | +305+186.0% | Added |
| TD Private Client Wealth LLC | 468 | $28.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 457 | $28.1K | 0.00% | +2+0.4% | Added |
| Global Retirement Partners, LLC | 452 | $27.8K | 0.00% | +452 | New |
| Parkside Financial Bank & Trust | 442 | $27.2K | 0.00% | +315+248.0% | Added |
| Indiana Trust & Investment Management CO | 400 | $24.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $24.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 352 | $21.6K | 0.00% | +161+84.3% | Added |
| Sterling Capital Management LLC | 343 | $21.1K | 0.00% | −61−15.1% | Reduced |
| Nisa Investment Advisors, LLC | 294 | $18.1K | 0.00% | −2−0.7% | Reduced |
| Binnacle Investments Inc | 292 | $17.9K | 0.01% | −30−9.3% | Reduced |
| Fifth Third Bancorp | 278 | $17.1K | 0.00% | −342−55.2% | Reduced |
| Bank of Jackson Hole Trust | 275 | $16.9K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 257 | $15.8K | 0.01% | +1+0.4% | Added |
| Public Employees Retirement System of Ohio | 245 | $15.1K | 0.00% | −4−1.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 233 | $14.3K | 0.00% | −13,072−98.2% | Reduced |
| Principal Securities, Inc. | 197 | $12.1K | 0.00% | −9−4.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $11.9K | 0.00% | +194 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155 | $10.0K | 0.00% | +155 | New |
| Geneos Wealth Management Inc. | 162 | $9.96K | 0.00% | +1+0.6% | Added |
| IFP Advisors, Inc | 159 | $9.77K | 0.00% | +156+5,200.0% | Added |
| Essential Partners LLC | 132 | $8.11K | 0.00% | +132 | New |
| Hantz Financial Services, Inc. | 128 | $8.00K | 0.00% | +46+56.1% | Added |