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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 11,682 | $750.0K | 0.00% | −2,367−16.8% | Reduced |
| Comerica Bank | 11,665 | $748.9K | 0.00% | −822−6.6% | Reduced |
| Quest Partners LLC | 11,553 | $741.7K | 0.05% | +4,801+71.1% | Added |
| Security Financial Services, INC. | 11,472 | $736.5K | 0.12% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 11,285 | $724.5K | 0.24% | +53+0.5% | Added |
| Intech Investment Management LLC | 10,897 | $699.6K | 0.01% | +1,097+11.2% | Added |
| Smartleaf Asset Management LLC | 10,154 | $659.5K | 0.04% | +194+1.9% | Added |
| HRT Financial LP | 10,269 | $659.0K | 0.00% | +10,269 | New |
| SG Americas Securities, LLC | 9,911 | $636.0K | 0.00% | +3,300+49.9% | Added |
| Snowden Capital Advisors LLC | 9,449 | $606.6K | 0.02% | +752+8.6% | Added |
| Legato Capital Management LLC | 9,352 | $600.4K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 9,276 | $595.5K | 0.17% | −100−1.1% | Reduced |
| HighTower Advisors, LLC | 8,574 | $550.5K | 0.00% | −19−0.2% | Reduced |
| Point72 Asset Management, L.P. | 8,400 | $539.3K | 0.00% | −449−5.1% | Reduced |
| Yousif Capital Management, LLC | 7,879 | $505.8K | 0.01% | −1,666−17.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,788 | $500.0K | 0.00% | +353+4.7% | Added |
| Arizona State Retirement System | 7,540 | $484.1K | 0.00% | −41−0.5% | Reduced |
| Amalgamated Bank | 7,523 | $483.0K | 0.00% | +245+3.4% | Added |
| Assenagon Asset Management S.A. | 7,387 | $474.2K | 0.00% | +7,387 | New |
| Teachers Retirement System of the State of Kentucky | 7,252 | $466.0K | 0.00% | −315−4.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,090 | $455.2K | 0.00% | +1,322+22.9% | Added |
| CWM Advisors, LLC | 7,079 | $454.5K | 0.04% | +751+11.9% | Added |
| RSM US Wealth Management LLC | 6,947 | $446.0K | 0.01% | −20.0% | Reduced |
| Quantbot Technologies LP | 6,869 | $441.0K | 0.01% | −5,743−45.5% | Reduced |
| Engineers Gate Manager LP | 6,805 | $436.9K | 0.01% | +2,675+64.8% | Added |
| Pathstone Holdings, LLC | 6,759 | $433.9K | 0.00% | +6,759 | New |
| Brevan Howard Capital Management LP | 6,723 | $431.6K | 0.01% | +6,723 | New |
| State Board of Administration of Florida Retirement System | 6,630 | $425.6K | 0.00% | −22−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 6,558 | $421.1K | 0.01% | +5,994+1,062.8% | Added |
| Bessemer Group Inc | 6,520 | $419.0K | 0.00% | +55+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,502 | $417.4K | 0.00% | −60−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 6,294 | $404.1K | 0.00% | −4,250−40.3% | Reduced |
| State of Tennessee, Treasury Department | 6,254 | $401.5K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,140 | $394.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $387.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,000 | $385.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,800 | $372.4K | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,738 | $368.4K | 0.00% | −100−1.7% | Reduced |
| Gsa Capital Partners LLP | 5,548 | $356.0K | 0.03% | +431+8.4% | Added |
| CWM, LLC | 5,232 | $336.0K | 0.00% | +1,094+26.4% | Added |
| Captrust Financial Advisors | 5,001 | $321.1K | 0.00% | −36−0.7% | Reduced |
| KLP Kapitalforvaltning AS | 5,000 | $321.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,973 | $319.3K | 0.00% | +297+6.4% | Added |
| Quantinno Capital Management LP | 4,865 | $312.4K | 0.00% | +4,865 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $312.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,785 | $307.2K | 0.00% | −2,290−32.4% | Reduced |
| Teacher Retirement System of Texas | 4,714 | $302.6K | 0.00% | −257−5.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,201 | $269.7K | 0.05% | +254+6.4% | Added |
| Keybank National Association | 4,143 | $266.0K | 0.00% | −3,600−46.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,088 | $262.4K | 0.02% | −861−17.4% | Reduced |
| MGB Wealth Management, LLC | 4,027 | $258.5K | 0.07% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $256.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 3,973 | $255.1K | 0.00% | +3,973 | New |
| Arkadios Wealth Advisors | 3,961 | $254.3K | 0.01% | +14+0.4% | Added |
| Public Employees Retirement Association of Colorado | 3,902 | $251.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,843 | $246.7K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 3,800 | $244.0K | 0.04% | +3,800 | New |
| Sanctuary Advisors, LLC | 3,789 | $243.3K | 0.00% | +3,789 | New |
| Maryland State Retirement & Pension System | 3,670 | $235.6K | 0.00% | −3,782−50.8% | Reduced |
| Terry L. Blaker | 3,500 | $224.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,328 | $214.0K | 0.00% | +49+1.5% | Added |
| Los Angeles Capital Management LLC | 3,318 | $213.0K | 0.00% | −1,144−25.6% | Reduced |
| Aquatic Capital Management LLC | 3,314 | $212.8K | 0.00% | −8,275−71.4% | Reduced |
| Bank of Montreal | 3,134 | $201.2K | 0.00% | −2,345−42.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,683 | $172.2K | 0.00% | −10.0% | Reduced |
| Jones Financial Companies LLLP | 2,239 | $147.3K | 0.00% | −29−1.3% | Reduced |
| US Bancorp | 2,213 | $142.1K | 0.00% | +89+4.2% | Added |
| Ameritas Investment Partners, Inc. | 2,101 | $134.9K | 0.00% | −516−19.7% | Reduced |
| State of Wyoming | 2,083 | $133.7K | 0.02% | −239−10.3% | Reduced |
| Harbour Investments, Inc. | 1,993 | $128.0K | 0.00% | +2+0.1% | Added |
| GAMMA Investing LLC | 1,670 | $107.2K | 0.01% | +747+80.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,006 | $64.6K | 0.00% | −722−41.8% | Reduced |
| KBC Group NV | 998 | $64.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 949 | $60.9K | 0.01% | +949 | New |
| Tower Research Capital LLC (TRC) | 873 | $56.0K | 0.00% | −11,386−92.9% | Reduced |
| Sterling Capital Management LLC | 809 | $51.9K | 0.00% | +466+135.9% | Added |
| EverSource Wealth Advisors, LLC | 647 | $41.5K | 0.00% | +17+2.7% | Added |
| Ronald Blue Trust, Inc. | 554 | $35.6K | 0.00% | +79+16.6% | Added |
| Rockefeller Capital Management L.P. | 519 | $33.3K | 0.00% | +519 | New |
| Advisor Group Holdings, Inc. | 472 | $31.5K | 0.00% | +3+0.6% | Added |
| Global Retirement Partners, LLC | 455 | $29.2K | 0.00% | +3+0.7% | Added |
| CBIZ Investment Advisory Services, LLC | 455 | $29.2K | 0.00% | −2−0.4% | Reduced |
| TD Private Client Wealth LLC | 408 | $26.2K | 0.00% | −60−12.8% | Reduced |
| Indiana Trust & Investment Management CO | 400 | $25.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $25.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 389 | $25.0K | 0.00% | +95+32.3% | Added |
| Hantz Financial Services, Inc. | 352 | $23.0K | 0.00% | +224+175.0% | Added |
| Binnacle Investments Inc | 358 | $23.0K | 0.01% | +66+22.6% | Added |
| Bank of Jackson Hole Trust | 275 | $17.7K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 257 | $16.5K | 0.01% | +125+94.7% | Added |
| Retirement Wealth Solutions LLC | 251 | $16.1K | 0.01% | −6−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 248 | $15.9K | 0.00% | +3+1.2% | Added |
| Cornerstone Planning Group LLC | 251 | $14.4K | 0.00% | +251 | New |
| CIBC Private Wealth Group, LLC | 220 | $14.1K | 0.00% | +220 | New |
| Quarry LP | 219 | $14.1K | 0.00% | +219 | New |
| Advisory Services Network, LLC | 199 | $12.8K | 0.00% | +199 | New |
| Fifth Third Bancorp | 183 | $11.7K | 0.00% | −95−34.2% | Reduced |
| Mather Group, LLC. | 183 | $11.7K | 0.00% | +183 | New |
| Principal Securities, Inc. | 177 | $11.4K | 0.00% | −20−10.2% | Reduced |
| Salomon & Ludwin, LLC | 171 | $10.9K | 0.00% | +171 | New |