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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $58 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $114 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $172 | 0.00% | +2+200.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $285 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 5 | $285 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $456 | 0.00% | +8 | New |
| True Wealth Design, LLC | 10 | $571 | 0.00% | −14−58.3% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $571 | 0.00% | +8+400.0% | Added |
| Farmers & Merchants Investments Inc | 15 | $856 | 0.00% | −2−11.8% | Reduced |
| Covestor Ltd | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| MidFirst Bank | 19 | $1.08K | 0.00% | +19 | New |
| MAI Capital Management | 21 | $1.20K | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 23 | $1.31K | 0.00% | +10+76.9% | Added |
| Bare Financial Services, Inc | 26 | $1.48K | 0.00% | +26 | New |
| Northwestern Mutual Wealth Management Co | 28 | $1.60K | 0.00% | −70−71.4% | Reduced |
| Rothschild Investment LLC | 29 | $1.66K | 0.00% | −3−9.4% | Reduced |
| MPWM Advisory Solutions, LLC | 29 | $1.66K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 31 | $1.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.40K | 0.00% | −75−64.1% | Reduced |
| Red Tortoise LLC | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 58 | $3.31K | 0.00% | −44−43.1% | Reduced |
| Root Financial Partners, LLC | 64 | $3.65K | 0.00% | −2−3.0% | Reduced |
| Essential Partners LLC | 85 | $4.85K | 0.00% | −172−66.9% | Reduced |
| Quarry LP | 87 | $4.96K | 0.00% | −132−60.3% | Reduced |
| UMA Financial Services, Inc. | 88 | $5.02K | 0.00% | +9+11.4% | Added |
| First Horizon Corp | 89 | $5.08K | 0.00% | −62−41.1% | Reduced |
| Quadrant Capital Group LLC | 98 | $5.59K | 0.00% | −5−4.9% | Reduced |
| IFP Advisors, Inc | 100 | $5.71K | 0.00% | −68−40.5% | Reduced |
| Harbor Capital Advisors, Inc. | 105 | $6.00K | 0.00% | −2−1.9% | Reduced |
| Allworth Financial LP | 114 | $6.50K | 0.00% | −40−26.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 143 | $8.00K | 0.00% | +143 | New |
| Fifth Third Bancorp | 143 | $8.16K | 0.00% | −40−21.9% | Reduced |
| Retirement Wealth Solutions LLC | 210 | $12.0K | 0.01% | −41−16.3% | Reduced |
| CIBC Private Wealth Group, LLC | 226 | $12.9K | 0.00% | +6+2.7% | Added |
| Hantz Financial Services, Inc. | 235 | $13.0K | 0.00% | −117−33.2% | Reduced |
| Advisor Group Holdings, Inc. | 231 | $13.2K | 0.00% | −241−51.1% | Reduced |
| Salomon & Ludwin, LLC | 248 | $14.3K | 0.00% | +77+45.0% | Added |
| Umb Bank N A | 254 | $14.5K | 0.00% | +184+262.9% | Added |
| Cornerstone Planning Group LLC | 251 | $14.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 256 | $14.6K | 0.00% | +8+3.2% | Added |
| Bank of Jackson Hole Trust | 275 | $15.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 322 | $18.4K | 0.00% | −67−17.2% | Reduced |
| EverSource Wealth Advisors, LLC | 373 | $21.3K | 0.00% | −274−42.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 381 | $21.7K | 0.00% | −625−62.1% | Reduced |
| Ronald Blue Trust, Inc. | 384 | $21.9K | 0.00% | −170−30.7% | Reduced |
| Creative Financial Designs Inc | 392 | $22.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $22.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 408 | $23.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 452 | $25.8K | 0.00% | −3−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 585 | $33.4K | 0.00% | −5,973−91.1% | Reduced |
| Rockefeller Capital Management L.P. | 729 | $41.6K | 0.00% | +210+40.5% | Added |
| Sterling Capital Management LLC | 741 | $42.3K | 0.00% | −68−8.4% | Reduced |
| Global Retirement Partners, LLC | 996 | $56.8K | 0.00% | +541+118.9% | Added |
| KBC Group NV | 998 | $57.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,144 | $65.3K | 0.01% | +1,144 | New |
| GAMMA Investing LLC | 1,788 | $102.0K | 0.01% | +118+7.1% | Added |
| Harbour Investments, Inc. | 1,995 | $113.8K | 0.00% | +2+0.1% | Added |
| Ameritas Investment Partners, Inc. | 2,101 | $119.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,108 | $120.3K | 0.00% | −131−5.9% | Reduced |
| US Bancorp | 2,143 | $122.3K | 0.00% | −70−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 2,144 | $122.3K | 0.00% | −4,150−65.9% | Reduced |
| State of Wyoming | 2,431 | $138.7K | 0.02% | +348+16.7% | Added |
| The PNC Financial Services Group, Inc. | 2,586 | $147.6K | 0.00% | −97−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,589 | $147.7K | 0.00% | +1,716+196.6% | Added |
| Los Angeles Capital Management LLC | 3,318 | $189.9K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,736 | $213.2K | 0.00% | +66+1.8% | Added |
| Personal Cfo Solutions, LLC | 3,768 | $215.0K | 0.03% | −433−10.3% | Reduced |
| Jump Financial, LLC | 3,771 | $215.2K | 0.00% | +3,771 | New |
| Pictet Asset Management Holding SA | 3,843 | $219.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $223.0K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $226.7K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 4,000 | $228.2K | 0.00% | +4,000 | New |
| Victory Capital Management Inc | 4,007 | $228.6K | 0.00% | −751,787−99.5% | Reduced |
| Security Financial Services, INC. | 4,222 | $240.9K | 0.04% | −7,250−63.2% | Reduced |
| CWM, LLC | 4,398 | $251.0K | 0.00% | −834−15.9% | Reduced |
| Arkadios Wealth Advisors | 4,494 | $256.4K | 0.01% | +533+13.5% | Added |
| Captrust Financial Advisors | 4,603 | $262.6K | 0.00% | −398−8.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,708 | $268.6K | 0.00% | −11,066−70.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,723 | $270.6K | 0.00% | −250−5.0% | Reduced |
| Voya Investment Management LLC | 4,785 | $273.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $277.3K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,861 | $277.4K | 0.02% | −4,491−48.0% | Reduced |
| HRT Financial LP | 4,912 | $280.0K | 0.00% | −5,357−52.2% | Reduced |
| ISAM Funds (UK) Ltd | 5,220 | $297.9K | 0.11% | +5,220 | New |
| Brevan Howard Capital Management LP | 5,487 | $313.1K | 0.01% | −1,236−18.4% | Reduced |
| KLP Kapitalforvaltning AS | 5,500 | $313.8K | 0.00% | +500+10.0% | Added |
| Quantinno Capital Management LP | 5,685 | $324.4K | 0.00% | +820+16.9% | Added |
| Oregon Public Employees Retirement Fund | 5,838 | $333.1K | 0.00% | +100+1.7% | Added |
| Handelsbanken Fonder AB | 6,030 | $344.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,052 | $345.0K | 0.01% | +52+0.9% | Added |
| State of Tennessee, Treasury Department | 5,796 | $345.4K | 0.00% | −458−7.3% | Reduced |
| New York State Teachers Retirement System | 6,140 | $350.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,320 | $360.6K | 0.00% | −182−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,402 | $366.0K | 0.00% | −850−11.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,474 | $369.4K | 0.00% | −616−8.7% | Reduced |