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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $312.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,865 | $312.4K | 0.00% | +4,865 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,973 | $319.3K | 0.00% | +297+6.4% | Added |
| KLP Kapitalforvaltning AS | 5,000 | $321.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,001 | $321.1K | 0.00% | −36−0.7% | Reduced |
| CWM, LLC | 5,232 | $336.0K | 0.00% | +1,094+26.4% | Added |
| Gsa Capital Partners LLP | 5,548 | $356.0K | 0.03% | +431+8.4% | Added |
| Oregon Public Employees Retirement Fund | 5,738 | $368.4K | 0.00% | −100−1.7% | Reduced |
| Bedel Financial Consulting, Inc. | 5,800 | $372.4K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 6,000 | $385.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $387.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,140 | $394.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,254 | $401.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,294 | $404.1K | 0.00% | −4,250−40.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,502 | $417.4K | 0.00% | −60−0.9% | Reduced |
| Bessemer Group Inc | 6,520 | $419.0K | 0.00% | +55+0.9% | Added |
| SRS Capital Advisors, Inc. | 6,558 | $421.1K | 0.01% | +5,994+1,062.8% | Added |
| State Board of Administration of Florida Retirement System | 6,630 | $425.6K | 0.00% | −22−0.3% | Reduced |
| Brevan Howard Capital Management LP | 6,723 | $431.6K | 0.01% | +6,723 | New |
| Pathstone Holdings, LLC | 6,759 | $433.9K | 0.00% | +6,759 | New |
| Engineers Gate Manager LP | 6,805 | $436.9K | 0.01% | +2,675+64.8% | Added |
| Quantbot Technologies LP | 6,869 | $441.0K | 0.01% | −5,743−45.5% | Reduced |
| RSM US Wealth Management LLC | 6,947 | $446.0K | 0.01% | −20.0% | Reduced |
| CWM Advisors, LLC | 7,079 | $454.5K | 0.04% | +751+11.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,090 | $455.2K | 0.00% | +1,322+22.9% | Added |
| Teachers Retirement System of the State of Kentucky | 7,252 | $466.0K | 0.00% | −315−4.2% | Reduced |
| Assenagon Asset Management S.A. | 7,387 | $474.2K | 0.00% | +7,387 | New |
| Amalgamated Bank | 7,523 | $483.0K | 0.00% | +245+3.4% | Added |
| Arizona State Retirement System | 7,540 | $484.1K | 0.00% | −41−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,788 | $500.0K | 0.00% | +353+4.7% | Added |
| Yousif Capital Management, LLC | 7,879 | $505.8K | 0.01% | −1,666−17.5% | Reduced |
| Point72 Asset Management, L.P. | 8,400 | $539.3K | 0.00% | −449−5.1% | Reduced |
| HighTower Advisors, LLC | 8,574 | $550.5K | 0.00% | −19−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 9,276 | $595.5K | 0.17% | −100−1.1% | Reduced |
| Legato Capital Management LLC | 9,352 | $600.4K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,449 | $606.6K | 0.02% | +752+8.6% | Added |
| SG Americas Securities, LLC | 9,911 | $636.0K | 0.00% | +3,300+49.9% | Added |
| HRT Financial LP | 10,269 | $659.0K | 0.00% | +10,269 | New |
| Smartleaf Asset Management LLC | 10,154 | $659.5K | 0.04% | +194+1.9% | Added |
| Intech Investment Management LLC | 10,897 | $699.6K | 0.01% | +1,097+11.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 11,285 | $724.5K | 0.24% | +53+0.5% | Added |
| Security Financial Services, INC. | 11,472 | $736.5K | 0.12% | 00.0% | Unchanged |
| Quest Partners LLC | 11,553 | $741.7K | 0.05% | +4,801+71.1% | Added |
| Comerica Bank | 11,665 | $748.9K | 0.00% | −822−6.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,682 | $750.0K | 0.00% | −2,367−16.8% | Reduced |
| Louisiana State Employees Retirement System | 11,700 | $751.1K | 0.01% | −200−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 11,758 | $754.9K | 0.01% | −64−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 11,843 | $760.3K | 0.01% | −25,696−68.5% | Reduced |
| Manufacturers Life Insurance Company, The | 12,078 | $775.4K | 0.00% | −726−5.7% | Reduced |
| Janus Henderson Group PLC | 12,248 | $786.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,322 | $791.0K | 0.00% | −38,842−75.9% | Reduced |
| Numerai GP LLC | 12,432 | $798.1K | 0.11% | +12,432 | New |
| KFG Wealth Management, LLC | 12,827 | $823.5K | 0.12% | −10−0.1% | Reduced |
| Cerity Partners LLC | 13,696 | $879.3K | 0.00% | −1,372−9.1% | Reduced |
| State of Alaska, Department of Revenue | 13,868 | $889.0K | 0.01% | −1,352−8.9% | Reduced |
| Illinois Municipal Retirement Fund | 13,949 | $895.5K | 0.01% | +362+2.7% | Added |
| MetLife Investment Management | 14,992 | $962.5K | 0.00% | −728−4.6% | Reduced |
| Ieq Capital, LLC | 14,996 | $962.7K | 0.00% | +5,965+66.1% | Added |
| Russell Investments Group, Ltd. | 15,166 | $973.7K | 0.00% | +502+3.4% | Added |
| Uncommon Cents Investing LLC | 15,266 | $980.0K | 0.24% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,774 | $1.01M | 0.01% | −1,368−8.0% | Reduced |
| Susquehanna International Group, LLP | 17,301 | $1.11M | 0.00% | −31,787−64.8% | Reduced |
| BNP Paribas Arbitrage, SA | 17,718 | $1.14M | 0.00% | −914−4.9% | Reduced |
| New York State Common Retirement Fund | 17,878 | $1.15M | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 19,814 | $1.27M | 0.14% | +18+0.1% | Added |
| Balyasny Asset Management LLC | 20,223 | $1.30M | 0.00% | +6,918+52.0% | Added |
| Winton Group Ltd | 20,522 | $1.32M | 0.05% | +62+0.3% | Added |
| Great West Life Assurance Co | 21,805 | $1.42M | 0.00% | +808+3.8% | Added |
| Heartland Advisors Inc | 23,053 | $1.48M | 0.08% | −250−1.1% | Reduced |
| Deutsche Bank AG | 23,056 | $1.48M | 0.00% | −11,062−32.4% | Reduced |
| California State Teachers Retirement System | 23,575 | $1.51M | 0.00% | +10.0% | Added |
| Sippican Capital Advisors | 23,664 | $1.52M | 1.00% | −60−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 23,726 | $1.52M | 0.00% | +23,726 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,810 | $1.53M | 0.00% | +555+2.4% | Added |
| New Age Alpha Advisors, LLC | 23,814 | $1.53M | 0.06% | −618−2.5% | Reduced |
| Trexquant Investment LP | 23,819 | $1.53M | 0.02% | −15,549−39.5% | Reduced |
| Thrivent Financial for Lutherans | 24,325 | $1.56M | 0.00% | −341−1.4% | Reduced |
| Cetera Investment Advisers | 25,434 | $1.63M | 0.00% | +7,325+40.4% | Added |
| Prudential Financial Inc | 25,638 | $1.65M | 0.00% | −1,000−3.8% | Reduced |
| Price T Rowe Associates Inc | 26,328 | $1.69M | 0.00% | +3,167+13.7% | Added |
| Rafferty Asset Management, LLC | 26,635 | $1.71M | 0.01% | −701−2.6% | Reduced |
| Alliancebernstein L.P. | 26,917 | $1.73M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 27,684 | $1.78M | 0.00% | −13,070−32.1% | Reduced |
| Citadel Advisors LLC | 30,531 | $1.96M | 0.00% | −58,921−65.9% | Reduced |
| Millennium Management LLC | 33,110 | $2.13M | 0.00% | −310,230−90.4% | Reduced |
| Bridge City Capital, LLC | 35,675 | $2.29M | 0.61% | −587−1.6% | Reduced |
| Squarepoint Ops LLC | 37,140 | $2.38M | 0.01% | −15,845−29.9% | Reduced |
| Barclays PLC | 37,420 | $2.40M | 0.00% | −22,285−37.3% | Reduced |
| Cubist Systematic Strategies, LLC | 37,613 | $2.41M | 0.03% | −39,533−51.2% | Reduced |
| Dark Forest Capital Management LP | 38,657 | $2.48M | 0.09% | +4,975+14.8% | Added |
| Two Sigma Advisers, LP | 39,000 | $2.50M | 0.01% | −9,900−20.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 42,854 | $2.75M | 2.64% | −131−0.3% | Reduced |
| SEI Investments Co | 43,350 | $2.78M | 0.00% | +2,129+5.2% | Added |
| UBS Asset Management Americas Inc | 44,627 | $2.87M | 0.00% | −26,928−37.6% | Reduced |
| Stifel Financial Corp | 46,771 | $3.00M | 0.00% | −2,250−4.6% | Reduced |
| 1st Source Bank | 48,744 | $3.13M | 0.16% | 00.0% | Unchanged |
| Swiss National Bank | 49,450 | $3.17M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 49,901 | $3.20M | 0.00% | −333,624−87.0% | Reduced |
| D. E. Shaw & Co., Inc. | 53,306 | $3.42M | 0.00% | −14,807−21.7% | Reduced |
| Royal Bank of Canada | 53,579 | $3.44M | 0.00% | −1,112−2.0% | Reduced |