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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 58,622 | $3.76M | 0.00% | −11,729−16.7% | Reduced |
| Jane Street Group, LLC | 59,663 | $3.83M | 0.00% | +47,091+374.6% | Added |
| Wells Fargo & Company | 65,048 | $4.18M | 0.00% | −42,375−39.4% | Reduced |
| Legal & General Group Plc | 68,277 | $4.38M | 0.00% | −2,144−3.0% | Reduced |
| Rhumbline Advisers | 77,899 | $5.00M | 0.00% | −3,516−4.3% | Reduced |
| Qube Research & Technologies Ltd | 78,602 | $5.05M | 0.01% | −37,264−32.2% | Reduced |
| UBS Group AG | 79,804 | $5.12M | 0.00% | +17,105+27.3% | Added |
| Voloridge Investment Management, LLC | 81,169 | $5.21M | 0.02% | −22,670−21.8% | Reduced |
| Nuveen, LLC | 84,844 | $5.45M | 0.00% | −1,059−1.2% | Reduced |
| TrueMark Investments, LLC | 93,375 | $5.99M | 1.04% | +77,930+504.6% | Added |
| ProShare Advisors LLC | 96,273 | $6.18M | 0.01% | −9,390−8.9% | Reduced |
| Public Sector Pension Investment Board | 99,540 | $6.39M | 0.02% | +12,436+14.3% | Added |
| Invesco Ltd. | 108,130 | $6.94M | 0.00% | +24,935+30.0% | Added |
| JPMorgan Chase & Co | 111,213 | $7.14M | 0.00% | +44,395+66.4% | Added |
| Two Sigma Investments, LP | 112,197 | $7.20M | 0.01% | −18,291−14.0% | Reduced |
| AQR Capital Management LLC | 118,601 | $7.61M | 0.00% | +22,861+23.9% | Added |
| Principal Financial Group Inc | 123,338 | $7.92M | 0.00% | −3,425−2.7% | Reduced |
| American Century Companies Inc | 126,238 | $8.10M | 0.00% | −4,653−3.6% | Reduced |
| Envestnet Asset Management Inc | 128,645 | $8.26M | 0.00% | −1,347−1.0% | Reduced |
| Kennedy Capital Management, Inc. | 132,757 | $8.52M | 0.19% | −8,743−6.2% | Reduced |
| Aptus Capital Advisors, LLC | 153,038 | $9.83M | 0.09% | +20,193+15.2% | Added |
| Monarch Capital Management Inc | 153,938 | $9.88M | 2.42% | −555−0.4% | Reduced |
| FMR LLC | 155,378 | $9.98M | 0.00% | +17,315+12.5% | Added |
| Goldman Sachs Group Inc | 180,412 | $11.6M | 0.00% | −39,935−18.1% | Reduced |
| Morgan Stanley | 182,918 | $11.7M | 0.00% | −35,105−16.1% | Reduced |
| Bank of New York Mellon Corp | 195,562 | $12.6M | 0.00% | −2,539−1.3% | Reduced |
| Timucuan Asset Management Inc | 199,761 | $12.8M | 0.38% | +650+0.3% | Added |
| Ameriprise Financial Inc | 275,935 | $17.7M | 0.00% | −49,977−15.3% | Reduced |
| Bank of America Corp | 321,031 | $20.6M | 0.00% | +130,897+68.8% | Added |
| Raymond James Financial Inc | 324,199 | $20.8M | 0.01% | −11,795−3.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 329,363 | $21.1M | 0.07% | −6,538−1.9% | Reduced |
| Northern Trust Corp | 346,196 | $22.2M | 0.00% | −10,337−2.9% | Reduced |
| Boston Trust Walden Corp | 373,331 | $24.0M | 0.18% | +373,331 | New |
| NFJ Investment Group, LLC | 475,091 | $30.5M | 1.05% | +191,401+67.5% | Added |
| Neumeier Poma Investment Counsel LLC | 493,469 | $31.7M | 2.59% | +29,044+6.3% | Added |
| Geode Capital Management, LLC | 619,432 | $39.8M | 0.00% | −2,609−0.4% | Reduced |
| Copeland Capital Management, LLC | 651,739 | $41.8M | 0.87% | −37,372−5.4% | Reduced |
| Dimensional Fund Advisors LP | 726,200 | $46.6M | 0.01% | −5,542−0.8% | Reduced |
| Victory Capital Management Inc | 755,794 | $48.5M | 0.03% | −160,764−17.5% | Reduced |
| Silvercrest Asset Management Group LLC | 860,262 | $55.2M | 0.37% | −21,682−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,033,587 | $66.4M | 0.01% | +10,155+1.0% | Added |
| State Street Corp | 1,326,538 | $85.2M | 0.00% | −28,004−2.1% | Reduced |
| Vanguard Group Inc | 1,867,845 | $119.9M | 0.00% | −9,814−0.5% | Reduced |
| Neuberger Berman Group LLC | 1,888,611 | $121.2M | 0.09% | +376,582+24.9% | Added |
| BlackRock, Inc. | 3,527,212 | $226.4M | 0.00% | −67,706−1.9% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −66,144−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −21,793−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,189−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −9,722−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,099−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |