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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $64 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $128 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $321 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $450 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $771 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $835 | 0.00% | +11+550.0% | Added |
| Farmers & Merchants Investments Inc | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $1.54K | 0.00% | −170−87.6% | Reduced |
| True Wealth Design, LLC | 24 | $1.54K | 0.00% | +14+140.0% | Added |
| Point72 (DIFC) Ltd | 27 | $1.73K | 0.00% | +27 | New |
| MPWM Advisory Solutions, LLC | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 30 | $1.93K | 0.00% | +3+11.1% | Added |
| TD Capital Management LLC | 31 | $1.99K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 32 | $2.05K | 0.00% | +7+28.0% | Added |
| Steward Partners Investment Advisory, LLC | 34 | $2.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $2.70K | 0.00% | +39+1,300.0% | Added |
| Red Tortoise LLC | 50 | $3.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $3.21K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 57 | $3.66K | 0.00% | +57 | New |
| Root Financial Partners, LLC | 66 | $4.24K | 0.00% | +66 | New |
| Umb Bank N A | 70 | $4.49K | 0.00% | +18+34.6% | Added |
| Hemington Wealth Management | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $5.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 79 | $5.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $5.26K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 83 | $5.33K | 0.00% | +83 | New |
| Brown Brothers Harriman & Co | 88 | $5.65K | 0.00% | +88 | New |
| Golden State Wealth Management, LLC | 93 | $5.97K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 98 | $6.29K | 0.00% | +70+250.0% | Added |
| Optiver Holding B.V. | 102 | $6.55K | 0.00% | +102 | New |
| Quadrant Capital Group LLC | 103 | $6.61K | 0.00% | +103 | New |
| Harbor Capital Advisors, Inc. | 107 | $7.00K | 0.00% | −2−1.8% | Reduced |
| Parkside Financial Bank & Trust | 117 | $7.51K | 0.00% | −325−73.5% | Reduced |
| First Horizon Corp | 151 | $9.69K | 0.00% | +151 | New |
| Allworth Financial LP | 154 | $9.89K | 0.00% | +27+21.3% | Added |
| Clearstead Advisors, LLC | 161 | $10.3K | 0.00% | −191−54.3% | Reduced |
| IFP Advisors, Inc | 168 | $10.8K | 0.00% | +9+5.7% | Added |
| Salomon & Ludwin, LLC | 171 | $10.9K | 0.00% | +171 | New |
| Principal Securities, Inc. | 177 | $11.4K | 0.00% | −20−10.2% | Reduced |
| Fifth Third Bancorp | 183 | $11.7K | 0.00% | −95−34.2% | Reduced |
| Mather Group, LLC. | 183 | $11.7K | 0.00% | +183 | New |
| Advisory Services Network, LLC | 199 | $12.8K | 0.00% | +199 | New |
| Quarry LP | 219 | $14.1K | 0.00% | +219 | New |
| CIBC Private Wealth Group, LLC | 220 | $14.1K | 0.00% | +220 | New |
| Cornerstone Planning Group LLC | 251 | $14.4K | 0.00% | +251 | New |
| Public Employees Retirement System of Ohio | 248 | $15.9K | 0.00% | +3+1.2% | Added |
| Retirement Wealth Solutions LLC | 251 | $16.1K | 0.01% | −6−2.3% | Reduced |
| Essential Partners LLC | 257 | $16.5K | 0.01% | +125+94.7% | Added |
| Bank of Jackson Hole Trust | 275 | $17.7K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 358 | $23.0K | 0.01% | +66+22.6% | Added |
| Hantz Financial Services, Inc. | 352 | $23.0K | 0.00% | +224+175.0% | Added |
| Nisa Investment Advisors, LLC | 389 | $25.0K | 0.00% | +95+32.3% | Added |
| Creative Financial Designs Inc | 392 | $25.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $25.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 408 | $26.2K | 0.00% | −60−12.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 455 | $29.2K | 0.00% | −2−0.4% | Reduced |
| Global Retirement Partners, LLC | 455 | $29.2K | 0.00% | +3+0.7% | Added |
| Advisor Group Holdings, Inc. | 472 | $31.5K | 0.00% | +3+0.6% | Added |
| Rockefeller Capital Management L.P. | 519 | $33.3K | 0.00% | +519 | New |
| Ronald Blue Trust, Inc. | 554 | $35.6K | 0.00% | +79+16.6% | Added |
| EverSource Wealth Advisors, LLC | 647 | $41.5K | 0.00% | +17+2.7% | Added |
| Sterling Capital Management LLC | 809 | $51.9K | 0.00% | +466+135.9% | Added |
| Tower Research Capital LLC (TRC) | 873 | $56.0K | 0.00% | −11,386−92.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 949 | $60.9K | 0.01% | +949 | New |
| KBC Group NV | 998 | $64.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,006 | $64.6K | 0.00% | −722−41.8% | Reduced |
| GAMMA Investing LLC | 1,670 | $107.2K | 0.01% | +747+80.9% | Added |
| Harbour Investments, Inc. | 1,993 | $128.0K | 0.00% | +2+0.1% | Added |
| State of Wyoming | 2,083 | $133.7K | 0.02% | −239−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,101 | $134.9K | 0.00% | −516−19.7% | Reduced |
| US Bancorp | 2,213 | $142.1K | 0.00% | +89+4.2% | Added |
| Jones Financial Companies LLLP | 2,239 | $147.3K | 0.00% | −29−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,683 | $172.2K | 0.00% | −10.0% | Reduced |
| Bank of Montreal | 3,134 | $201.2K | 0.00% | −2,345−42.8% | Reduced |
| Aquatic Capital Management LLC | 3,314 | $212.8K | 0.00% | −8,275−71.4% | Reduced |
| Los Angeles Capital Management LLC | 3,318 | $213.0K | 0.00% | −1,144−25.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,328 | $214.0K | 0.00% | +49+1.5% | Added |
| Terry L. Blaker | 3,500 | $224.7K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,670 | $235.6K | 0.00% | −3,782−50.8% | Reduced |
| Sanctuary Advisors, LLC | 3,789 | $243.3K | 0.00% | +3,789 | New |
| Versor Investments LP | 3,800 | $244.0K | 0.04% | +3,800 | New |
| Pictet Asset Management Holding SA | 3,843 | $246.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $251.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,961 | $254.3K | 0.01% | +14+0.4% | Added |
| Mariner, LLC | 3,973 | $255.1K | 0.00% | +3,973 | New |
| Sapient Capital LLC | 3,950 | $256.6K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 4,027 | $258.5K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,088 | $262.4K | 0.02% | −861−17.4% | Reduced |
| Keybank National Association | 4,143 | $266.0K | 0.00% | −3,600−46.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,201 | $269.7K | 0.05% | +254+6.4% | Added |
| Teacher Retirement System of Texas | 4,714 | $302.6K | 0.00% | −257−5.2% | Reduced |
| Voya Investment Management LLC | 4,785 | $307.2K | 0.00% | −2,290−32.4% | Reduced |