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, Q3 2025
Institutional positions in Lakeland Financial Corp as of Sep 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
- 245
- +12 vs. Q2 2025
- Shares held
- 21.2M
- −292.3K (−1.4%) vs. Q2 2025
- Total value
- $1.36B
- +$40.1M (+3.0%) vs. Q2 2025
- New holders
- 31
- 69 more added
- Sold out
- 19
- 102 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,527,212 | $226.4M | 0.00% | −67,706−1.9% | Reduced |
| Neuberger Berman Group LLC | 1,888,611 | $121.2M | 0.09% | +376,582+24.9% | Added |
| Vanguard Group Inc | 1,867,845 | $119.9M | 0.00% | −9,814−0.5% | Reduced |
| State Street Corp | 1,326,538 | $85.2M | 0.00% | −28,004−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,033,587 | $66.4M | 0.01% | +10,155+1.0% | Added |
| Silvercrest Asset Management Group LLC | 860,262 | $55.2M | 0.37% | −21,682−2.5% | Reduced |
| Victory Capital Management Inc | 755,794 | $48.5M | 0.03% | −160,764−17.5% | Reduced |
| Dimensional Fund Advisors LP | 726,200 | $46.6M | 0.01% | −5,542−0.8% | Reduced |
| Copeland Capital Management, LLC | 651,739 | $41.8M | 0.87% | −37,372−5.4% | Reduced |
| Geode Capital Management, LLC | 619,432 | $39.8M | 0.00% | −2,609−0.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 493,469 | $31.7M | 2.59% | +29,044+6.3% | Added |
| NFJ Investment Group, LLC | 475,091 | $30.5M | 1.05% | +191,401+67.5% | Added |
| Boston Trust Walden Corp | 373,331 | $24.0M | 0.18% | +373,331 | New |
| Northern Trust Corp | 346,196 | $22.2M | 0.00% | −10,337−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 329,363 | $21.1M | 0.07% | −6,538−1.9% | Reduced |
| Raymond James Financial Inc | 324,199 | $20.8M | 0.01% | −11,795−3.5% | Reduced |
| Bank of America Corp | 321,031 | $20.6M | 0.00% | +130,897+68.8% | Added |
| Ameriprise Financial Inc | 275,935 | $17.7M | 0.00% | −49,977−15.3% | Reduced |
| Timucuan Asset Management Inc | 199,761 | $12.8M | 0.38% | +650+0.3% | Added |
| Bank of New York Mellon Corp | 195,562 | $12.6M | 0.00% | −2,539−1.3% | Reduced |
| Morgan Stanley | 182,918 | $11.7M | 0.00% | −35,105−16.1% | Reduced |
| Goldman Sachs Group Inc | 180,412 | $11.6M | 0.00% | −39,935−18.1% | Reduced |
| FMR LLC | 155,378 | $9.98M | 0.00% | +17,315+12.5% | Added |
| Monarch Capital Management Inc | 153,938 | $9.88M | 2.42% | −555−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 153,038 | $9.83M | 0.09% | +20,193+15.2% | Added |
| Kennedy Capital Management, Inc. | 132,757 | $8.52M | 0.19% | −8,743−6.2% | Reduced |
| Envestnet Asset Management Inc | 128,645 | $8.26M | 0.00% | −1,347−1.0% | Reduced |
| American Century Companies Inc | 126,238 | $8.10M | 0.00% | −4,653−3.6% | Reduced |
| Principal Financial Group Inc | 123,338 | $7.92M | 0.00% | −3,425−2.7% | Reduced |
| AQR Capital Management LLC | 118,601 | $7.61M | 0.00% | +22,861+23.9% | Added |
| Two Sigma Investments, LP | 112,197 | $7.20M | 0.01% | −18,291−14.0% | Reduced |
| JPMorgan Chase & Co | 111,213 | $7.14M | 0.00% | +44,395+66.4% | Added |
| Invesco Ltd. | 108,130 | $6.94M | 0.00% | +24,935+30.0% | Added |
| Public Sector Pension Investment Board | 99,540 | $6.39M | 0.02% | +12,436+14.3% | Added |
| ProShare Advisors LLC | 96,273 | $6.18M | 0.01% | −9,390−8.9% | Reduced |
| TrueMark Investments, LLC | 93,375 | $5.99M | 1.04% | +77,930+504.6% | Added |
| Nuveen, LLC | 84,844 | $5.45M | 0.00% | −1,059−1.2% | Reduced |
| Voloridge Investment Management, LLC | 81,169 | $5.21M | 0.02% | −22,670−21.8% | Reduced |
| UBS Group AG | 79,804 | $5.12M | 0.00% | +17,105+27.3% | Added |
| Qube Research & Technologies Ltd | 78,602 | $5.05M | 0.01% | −37,264−32.2% | Reduced |
| Rhumbline Advisers | 77,899 | $5.00M | 0.00% | −3,516−4.3% | Reduced |
| Legal & General Group Plc | 68,277 | $4.38M | 0.00% | −2,144−3.0% | Reduced |
| Wells Fargo & Company | 65,048 | $4.18M | 0.00% | −42,375−39.4% | Reduced |
| Jane Street Group, LLC | 59,663 | $3.83M | 0.00% | +47,091+374.6% | Added |
| Renaissance Technologies LLC | 58,622 | $3.76M | 0.00% | −11,729−16.7% | Reduced |
| Royal Bank of Canada | 53,579 | $3.44M | 0.00% | −1,112−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 53,306 | $3.42M | 0.00% | −14,807−21.7% | Reduced |
| First Trust Advisors LP | 49,901 | $3.20M | 0.00% | −333,624−87.0% | Reduced |
| Swiss National Bank | 49,450 | $3.17M | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 48,744 | $3.13M | 0.16% | 00.0% | Unchanged |
| Stifel Financial Corp | 46,771 | $3.00M | 0.00% | −2,250−4.6% | Reduced |
| UBS Asset Management Americas Inc | 44,627 | $2.87M | 0.00% | −26,928−37.6% | Reduced |
| SEI Investments Co | 43,350 | $2.78M | 0.00% | +2,129+5.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 42,854 | $2.75M | 2.64% | −131−0.3% | Reduced |
| Two Sigma Advisers, LP | 39,000 | $2.50M | 0.01% | −9,900−20.2% | Reduced |
| Dark Forest Capital Management LP | 38,657 | $2.48M | 0.09% | +4,975+14.8% | Added |
| Cubist Systematic Strategies, LLC | 37,613 | $2.41M | 0.03% | −39,533−51.2% | Reduced |
| Barclays PLC | 37,420 | $2.40M | 0.00% | −22,285−37.3% | Reduced |
| Squarepoint Ops LLC | 37,140 | $2.38M | 0.01% | −15,845−29.9% | Reduced |
| Bridge City Capital, LLC | 35,675 | $2.29M | 0.61% | −587−1.6% | Reduced |
| Millennium Management LLC | 33,110 | $2.13M | 0.00% | −310,230−90.4% | Reduced |
| Citadel Advisors LLC | 30,531 | $1.96M | 0.00% | −58,921−65.9% | Reduced |
| Citigroup Inc | 27,684 | $1.78M | 0.00% | −13,070−32.1% | Reduced |
| Alliancebernstein L.P. | 26,917 | $1.73M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 26,635 | $1.71M | 0.01% | −701−2.6% | Reduced |
| Price T Rowe Associates Inc | 26,328 | $1.69M | 0.00% | +3,167+13.7% | Added |
| Prudential Financial Inc | 25,638 | $1.65M | 0.00% | −1,000−3.8% | Reduced |
| Cetera Investment Advisers | 25,434 | $1.63M | 0.00% | +7,325+40.4% | Added |
| Thrivent Financial for Lutherans | 24,325 | $1.56M | 0.00% | −341−1.4% | Reduced |
| Trexquant Investment LP | 23,819 | $1.53M | 0.02% | −15,549−39.5% | Reduced |
| New Age Alpha Advisors, LLC | 23,814 | $1.53M | 0.06% | −618−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,810 | $1.53M | 0.00% | +555+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 23,726 | $1.52M | 0.00% | +23,726 | New |
| Sippican Capital Advisors | 23,664 | $1.52M | 1.00% | −60−0.3% | Reduced |
| California State Teachers Retirement System | 23,575 | $1.51M | 0.00% | +10.0% | Added |
| Deutsche Bank AG | 23,056 | $1.48M | 0.00% | −11,062−32.4% | Reduced |
| Heartland Advisors Inc | 23,053 | $1.48M | 0.08% | −250−1.1% | Reduced |
| Great West Life Assurance Co | 21,805 | $1.42M | 0.00% | +808+3.8% | Added |
| Winton Group Ltd | 20,522 | $1.32M | 0.05% | +62+0.3% | Added |
| Balyasny Asset Management LLC | 20,223 | $1.30M | 0.00% | +6,918+52.0% | Added |
| Sym Financial Corp | 19,814 | $1.27M | 0.14% | +18+0.1% | Added |
| New York State Common Retirement Fund | 17,878 | $1.15M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,718 | $1.14M | 0.00% | −914−4.9% | Reduced |
| Susquehanna International Group, LLP | 17,301 | $1.11M | 0.00% | −31,787−64.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,774 | $1.01M | 0.01% | −1,368−8.0% | Reduced |
| Uncommon Cents Investing LLC | 15,266 | $980.0K | 0.24% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,166 | $973.7K | 0.00% | +502+3.4% | Added |
| Ieq Capital, LLC | 14,996 | $962.7K | 0.00% | +5,965+66.1% | Added |
| MetLife Investment Management | 14,992 | $962.5K | 0.00% | −728−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,949 | $895.5K | 0.01% | +362+2.7% | Added |
| State of Alaska, Department of Revenue | 13,868 | $889.0K | 0.01% | −1,352−8.9% | Reduced |
| Cerity Partners LLC | 13,696 | $879.3K | 0.00% | −1,372−9.1% | Reduced |
| KFG Wealth Management, LLC | 12,827 | $823.5K | 0.12% | −10−0.1% | Reduced |
| Numerai GP LLC | 12,432 | $798.1K | 0.11% | +12,432 | New |
| LPL Financial LLC | 12,322 | $791.0K | 0.00% | −38,842−75.9% | Reduced |
| Janus Henderson Group PLC | 12,248 | $786.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,078 | $775.4K | 0.00% | −726−5.7% | Reduced |
| ExodusPoint Capital Management, LP | 11,843 | $760.3K | 0.01% | −25,696−68.5% | Reduced |
| BKD Wealth Advisors, LLC | 11,758 | $754.9K | 0.01% | −64−0.5% | Reduced |
| Louisiana State Employees Retirement System | 11,700 | $751.1K | 0.01% | −200−1.7% | Reduced |