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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 127 | $7.80K | 0.00% | +34+36.6% | Added |
| Harbor Capital Advisors, Inc. | 109 | $7.00K | 0.00% | +26+31.3% | Added |
| Golden State Wealth Management, LLC | 93 | $5.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $5.04K | 0.00% | −73−47.1% | Reduced |
| Hemington Wealth Management | 82 | $5.00K | 0.00% | −59−41.8% | Reduced |
| UMA Financial Services, Inc. | 79 | $4.86K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $4.79K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 52 | $3.19K | 0.00% | −41−44.1% | Reduced |
| WPG Advisers, LLC | 50 | $3.07K | 0.00% | −53−51.5% | Reduced |
| Red Tortoise LLC | 50 | $3.07K | 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 |
| Steward Partners Investment Advisory, LLC | 34 | $2.09K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 31 | $1.89K | 0.00% | +1+3.3% | Added |
| MPWM Advisory Solutions, LLC | 29 | $1.78K | 0.00% | −10−25.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.54K | 0.00% | −25−50.0% | Reduced |
| Kessler Investment Group, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $922 | 0.00% | +10+200.0% | Added |
| MAI Capital Management | 13 | $799 | 0.00% | +13 | New |
| Atlantic Trust, LLC | 12 | $738 | 0.00% | +12 | New |
| True Wealth Design, LLC | 10 | $615 | 0.00% | −4−28.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $491 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $431 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $184 | 0.00% | −1−25.0% | Reduced |
| Fortitude Family Office, LLC | 3 | $184 | 0.00% | +3 | 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 |
| SJS Investment Consulting Inc. | 1 | $62 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $62 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −89,775−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −19,739−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −13,013−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,559−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,776−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −10,344−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,678−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −7,231−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −6,773−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −5,768−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,521−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |