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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.

Institutional holdersQ3 2025: 245 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ3 2025: $1.36B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2025.

Institutions holding LKFN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc168$10.8K0.00%+9+5.7%Added
Clearstead Advisors, LLC161$10.3K0.00%−191−54.3%Reduced
Allworth Financial LP154$9.89K0.00%+27+21.3%Added
First Horizon Corp151$9.69K0.00%+151New
Parkside Financial Bank & Trust117$7.51K0.00%−325−73.5%Reduced
Harbor Capital Advisors, Inc.107$7.00K0.00%−2−1.8%Reduced
Quadrant Capital Group LLC103$6.61K0.00%+103New
Optiver Holding B.V.102$6.55K0.00%+102New
Northwestern Mutual Wealth Management Co98$6.29K0.00%+70+250.0%Added
Golden State Wealth Management, LLC93$5.97K0.00%00.0%Unchanged
Brown Brothers Harriman & Co88$5.65K0.00%+88New
Point72 Europe (London) LLP83$5.33K0.00%+83New
Versant Capital Management, Inc82$5.26K0.00%00.0%Unchanged
UMA Financial Services, Inc.79$5.07K0.00%00.0%Unchanged
Massmutual Trust Co FSB78$5.01K0.00%00.0%Unchanged
Hemington Wealth Management82$5.00K0.00%00.0%Unchanged
Umb Bank N A70$4.49K0.00%+18+34.6%Added
Root Financial Partners, LLC66$4.24K0.00%+66New
Wealthspire Advisors, LLC57$3.66K0.00%+57New
Red Tortoise LLC50$3.21K0.00%00.0%Unchanged
WPG Advisers, LLC50$3.21K0.00%00.0%Unchanged
Larson Financial Group LLC42$2.70K0.00%+39+1,300.0%Added
Steward Partners Investment Advisory, LLC34$2.18K0.00%00.0%Unchanged
Rothschild Investment LLC32$2.05K0.00%+7+28.0%Added
TD Capital Management LLC31$1.99K0.00%00.0%Unchanged
Signaturefd, LLC30$1.93K0.00%+3+11.1%Added
MPWM Advisory Solutions, LLC29$1.86K0.00%00.0%Unchanged
Point72 (DIFC) Ltd27$1.73K0.00%+27New
Annis Gardner Whiting Capital Advisors, LLC24$1.54K0.00%−170−87.6%Reduced
True Wealth Design, LLC24$1.54K0.00%+14+140.0%Added
Farmers & Merchants Investments Inc17$1.09K0.00%00.0%Unchanged
Farther Finance Advisors, LLC13$8350.00%+11+550.0%Added
Atlantic Trust, LLC12$7710.00%00.0%Unchanged
Bell Investment Advisors, Inc7$4500.00%00.0%Unchanged
Sunbelt Securities, Inc.5$3210.00%+5New
Abound Wealth Management3$1930.00%00.0%Unchanged
Fortitude Family Office, LLC3$1930.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$1290.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1280.00%+2New
SJS Investment Consulting Inc.1$650.00%00.0%Unchanged
Rialto Wealth Management, LLC1$650.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$640.00%00.0%Unchanged
Tortoise Investment Management, LLC1$640.00%+1New
Covestor Ltd7$00.00%−3−30.0%Reduced
Cloud Capital Management, LLC3$00.00%+3New
Marshall Wace, LLP0$00.00%−66,144−100.0%Sold out
FJ Capital Management LLC0$00.00%−21,793−100.0%Sold out
Verition Fund Management LLC0$00.00%−16,189−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−9,722−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−8,099−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−4,982−100.0%Sold out
DRW Securities, LLC0$00.00%−4,466−100.0%Sold out
Entropy Technologies, LP0$00.00%−4,300−100.0%Sold out
Jump Financial, LLC0$00.00%−3,670−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−3,283−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−233−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−155−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−162−100.0%Sold out
Skopos Labs, Inc.0$00.00%−46−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−46−100.0%Sold out
Kessler Investment Group, LLC0$00.00%−18−100.0%Sold out
Stephens Consulting, LLC0$00.00%−15−100.0%Sold out
MAI Capital Management0$00.00%−13−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−8−100.0%Sold out
Avantax Advisory Services, Inc.––––Not filed
First Horizon Advisors, Inc.––––Not filed