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, Q4 2025
Institutional positions in Lakeland Financial Corp as of Dec 31, 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
- 227
- −12 vs. Q3 2025
- Shares held
- 20.7M
- −447.8K (−2.1%) vs. Q3 2025
- Total value
- $1.18B
- −$176.6M (−13.0%) vs. Q3 2025
- New holders
- 20
- 68 more added
- Sold out
- 32
- 105 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,561,209 | $203.2M | 0.00% | +33,997+1.0% | Added |
| Vanguard Group Inc | 1,887,812 | $107.7M | 0.00% | +19,967+1.1% | Added |
| Neuberger Berman Group LLC | 1,782,838 | $101.7M | 0.08% | −105,773−5.6% | Reduced |
| State Street Corp | 1,274,040 | $72.7M | 0.00% | −52,498−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,049,197 | $59.9M | 0.01% | +15,610+1.5% | Added |
| Silvercrest Asset Management Group LLC | 724,936 | $41.4M | 0.28% | −135,326−15.7% | Reduced |
| Dimensional Fund Advisors LP | 706,224 | $40.3M | 0.01% | −19,976−2.8% | Reduced |
| Geode Capital Management, LLC | 617,754 | $35.3M | 0.00% | −1,678−0.3% | Reduced |
| Copeland Capital Management, LLC | 615,680 | $35.1M | 0.78% | −36,059−5.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 482,244 | $27.5M | 2.27% | −11,225−2.3% | Reduced |
| NFJ Investment Group, LLC | 449,242 | $25.6M | 0.93% | −25,849−5.4% | Reduced |
| Boston Trust Walden Corp | 344,319 | $19.6M | 0.15% | −29,012−7.8% | Reduced |
| Northern Trust Corp | 330,005 | $18.8M | 0.00% | −16,191−4.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 327,362 | $18.7M | 0.06% | −2,001−0.6% | Reduced |
| Bank of America Corp | 306,826 | $17.5M | 0.00% | −14,205−4.4% | Reduced |
| Ameriprise Financial Inc | 297,791 | $17.0M | 0.00% | +21,856+7.9% | Added |
| Raymond James Financial Inc | 293,813 | $16.8M | 0.01% | −30,386−9.4% | Reduced |
| Morgan Stanley | 254,055 | $14.5M | 0.00% | +71,137+38.9% | Added |
| Goldman Sachs Group Inc | 251,470 | $14.3M | 0.00% | +71,058+39.4% | Added |
| Bank of New York Mellon Corp | 207,605 | $11.8M | 0.00% | +12,043+6.2% | Added |
| Timucuan Asset Management Inc | 199,761 | $11.4M | 0.37% | 00.0% | Unchanged |
| FMR LLC | 194,183 | $11.1M | 0.00% | +38,805+25.0% | Added |
| Two Sigma Investments, LP | 180,881 | $10.3M | 0.02% | +68,684+61.2% | Added |
| Qube Research & Technologies Ltd | 173,428 | $9.90M | 0.01% | +94,826+120.6% | Added |
| Kennedy Capital Management, Inc. | 159,236 | $9.09M | 0.19% | +26,479+19.9% | Added |
| Aptus Capital Advisors, LLC | 153,707 | $8.77M | 0.07% | +669+0.4% | Added |
| Monarch Capital Management Inc | 153,465 | $8.76M | 2.15% | −473−0.3% | Reduced |
| Renaissance Technologies LLC | 130,229 | $7.43M | 0.01% | +71,607+122.2% | Added |
| Principal Financial Group Inc | 121,884 | $6.95M | 0.00% | −1,454−1.2% | Reduced |
| American Century Companies Inc | 118,001 | $6.73M | 0.00% | −8,237−6.5% | Reduced |
| Envestnet Asset Management Inc | 116,625 | $6.65M | 0.00% | −12,020−9.3% | Reduced |
| ProShare Advisors LLC | 106,514 | $6.08M | 0.01% | +10,241+10.6% | Added |
| Invesco Ltd. | 105,493 | $6.02M | 0.00% | −2,637−2.4% | Reduced |
| Jane Street Group, LLC | 98,369 | $5.61M | 0.01% | +38,706+64.9% | Added |
| Tudor Investment Corp Et Al | 94,922 | $5.42M | 0.03% | +94,922 | New |
| Point72 Asset Management, L.P. | 88,866 | $5.07M | 0.01% | +80,466+957.9% | Added |
| Public Sector Pension Investment Board | 88,399 | $5.04M | 0.02% | −11,141−11.2% | Reduced |
| JPMorgan Chase & Co | 84,179 | $4.80M | 0.00% | −27,034−24.3% | Reduced |
| Nuveen, LLC | 83,689 | $4.78M | 0.00% | −1,155−1.4% | Reduced |
| Two Sigma Advisers, LP | 82,400 | $4.70M | 0.01% | +43,400+111.3% | Added |
| Citadel Advisors LLC | 82,145 | $4.69M | 0.00% | +51,614+169.1% | Added |
| Millennium Management LLC | 82,130 | $4.69M | 0.00% | +49,020+148.1% | Added |
| Wells Fargo & Company | 81,369 | $4.64M | 0.00% | +16,321+25.1% | Added |
| AQR Capital Management LLC | 80,624 | $4.60M | 0.00% | −37,977−32.0% | Reduced |
| D. E. Shaw & Co., Inc. | 76,503 | $4.37M | 0.00% | +23,197+43.5% | Added |
| Rhumbline Advisers | 74,306 | $4.24M | 0.00% | −3,593−4.6% | Reduced |
| Legal & General Group Plc | 63,050 | $3.60M | 0.00% | −5,227−7.7% | Reduced |
| First Trust Advisors LP | 56,758 | $3.24M | 0.00% | +6,857+13.7% | Added |
| Voloridge Investment Management, LLC | 50,529 | $2.88M | 0.01% | −30,640−37.7% | Reduced |
| Swiss National Bank | 50,450 | $2.88M | 0.00% | +1,000+2.0% | Added |
| 1st Source Bank | 48,744 | $2.78M | 0.15% | 00.0% | Unchanged |
| Royal Bank of Canada | 47,908 | $2.73M | 0.00% | −5,671−10.6% | Reduced |
| UBS Asset Management Americas Inc | 47,486 | $2.71M | 0.00% | +2,859+6.4% | Added |
| SEI Investments Co | 46,453 | $2.65M | 0.00% | +3,103+7.2% | Added |
| Barclays PLC | 46,054 | $2.63M | 0.00% | +8,634+23.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 42,854 | $2.45M | 2.27% | 00.0% | Unchanged |
| Stifel Financial Corp | 42,833 | $2.44M | 0.00% | −3,938−8.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,300 | $2.41M | 0.00% | +42,300 | New |
| Allspring Global Investments Holdings, LLC | 41,856 | $2.39M | 0.00% | +18,130+76.4% | Added |
| Assenagon Asset Management S.A. | 39,447 | $2.25M | 0.00% | +32,060+434.0% | Added |
| UBS Group AG | 38,085 | $2.17M | 0.00% | −41,719−52.3% | Reduced |
| Citigroup Inc | 37,823 | $2.16M | 0.00% | +10,139+36.6% | Added |
| Campbell & CO Investment Adviser LLC | 36,192 | $2.07M | 0.10% | +32,104+785.3% | Added |
| Squarepoint Ops LLC | 33,299 | $1.90M | 0.00% | −3,841−10.3% | Reduced |
| Price T Rowe Associates Inc | 32,585 | $1.86M | 0.00% | +6,257+23.8% | Added |
| Quest Partners LLC | 32,545 | $1.86M | 0.10% | +20,992+181.7% | Added |
| Bridge City Capital, LLC | 30,742 | $1.75M | 0.52% | −4,933−13.8% | Reduced |
| Trexquant Investment LP | 30,730 | $1.75M | 0.02% | +6,911+29.0% | Added |
| Marshall Wace, LLP | 29,480 | $1.68M | 0.00% | +29,480 | New |
| Alliancebernstein L.P. | 26,917 | $1.54M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 24,942 | $1.42M | 0.00% | +1,367+5.8% | Added |
| Cetera Investment Advisers | 24,560 | $1.40M | 0.00% | −874−3.4% | Reduced |
| Prudential Financial Inc | 23,921 | $1.36M | 0.00% | −1,717−6.7% | Reduced |
| Thrivent Financial for Lutherans | 23,416 | $1.34M | 0.00% | −909−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,080 | $1.32M | 0.00% | −730−3.1% | Reduced |
| Great West Life Assurance Co | 23,073 | $1.31M | 0.00% | +1,268+5.8% | Added |
| Heartland Advisors Inc | 22,744 | $1.30M | 0.07% | −309−1.3% | Reduced |
| Verition Fund Management LLC | 22,709 | $1.30M | 0.01% | +22,709 | New |
| Deutsche Bank AG | 21,139 | $1.21M | 0.00% | −1,917−8.3% | Reduced |
| Winton Group Ltd | 20,743 | $1.18M | 0.04% | +221+1.1% | Added |
| ExodusPoint Capital Management, LP | 20,360 | $1.16M | 0.01% | +8,517+71.9% | Added |
| Sym Financial Corp | 19,312 | $1.10M | 0.11% | −502−2.5% | Reduced |
| Rafferty Asset Management, LLC | 18,736 | $1.07M | 0.00% | −7,899−29.7% | Reduced |
| New York State Common Retirement Fund | 17,878 | $1.02M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 17,360 | $990.6K | 0.00% | +17,360 | New |
| Sippican Capital Advisors | 17,164 | $979.4K | 0.63% | −6,500−27.5% | Reduced |
| Susquehanna International Group, LLP | 16,005 | $913.2K | 0.00% | −1,296−7.5% | Reduced |
| Russell Investments Group, Ltd. | 15,284 | $872.1K | 0.00% | +118+0.8% | Added |
| Uncommon Cents Investing LLC | 15,266 | $871.0K | 0.21% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,583 | $832.0K | 0.00% | +4,672+47.1% | Added |
| State of Alaska, Department of Revenue | 13,982 | $797.0K | 0.01% | +114+0.8% | Added |
| XTX Topco Ltd | 13,935 | $795.1K | 0.02% | +13,935 | New |
| MetLife Investment Management | 13,745 | $784.3K | 0.00% | −1,247−8.3% | Reduced |
| Illinois Municipal Retirement Fund | 13,662 | $779.6K | 0.01% | −287−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 13,328 | $760.5K | 0.01% | +13,328 | New |
| LPL Financial LLC | 13,213 | $753.9K | 0.00% | +891+7.2% | Added |
| Janus Henderson Group PLC | 12,248 | $698.3K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,758 | $670.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,706 | $667.9K | 0.00% | +24+0.2% | Added |
| Louisiana State Employees Retirement System | 11,700 | $667.6K | 0.01% | 00.0% | Unchanged |