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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 6,555 | $374.0K | 0.00% | +35+0.5% | Added |
| State Board of Administration of Florida Retirement System | 6,630 | $378.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,734 | $386.5K | 0.00% | −213−3.1% | Reduced |
| KFG Wealth Management, LLC | 6,827 | $389.6K | 0.05% | −6,000−46.8% | Reduced |
| Yousif Capital Management, LLC | 6,849 | $402.7K | 0.00% | −1,030−13.1% | Reduced |
| Arizona State Retirement System | 7,137 | $407.2K | 0.00% | −403−5.3% | Reduced |
| Dark Forest Capital Management LP | 7,233 | $412.7K | 0.02% | −31,424−81.3% | Reduced |
| Amalgamated Bank | 7,405 | $423.0K | 0.00% | −118−1.6% | Reduced |
| Numerai GP LLC | 7,440 | $424.5K | 0.05% | −4,992−40.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,521 | $429.1K | 0.00% | −267−3.4% | Reduced |
| Snowden Capital Advisors LLC | 8,184 | $467.0K | 0.01% | −1,265−13.4% | Reduced |
| CWM Advisors, LLC | 8,212 | $468.6K | 0.04% | +1,133+16.0% | Added |
| HighTower Advisors, LLC | 8,450 | $482.2K | 0.00% | −124−1.4% | Reduced |
| Ieq Capital, LLC | 8,462 | $482.8K | 0.00% | −6,534−43.6% | Reduced |
| Aquatic Capital Management LLC | 8,577 | $489.4K | 0.01% | +5,263+158.8% | Added |
| Balyasny Asset Management LLC | 9,270 | $528.9K | 0.00% | −10,953−54.2% | Reduced |
| Pathway Financial Advisers, LLC | 9,276 | $529.3K | 0.15% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,818 | $560.2K | 0.01% | −1,079−9.9% | Reduced |
| Comerica Bank | 9,856 | $562.4K | 0.00% | −1,809−15.5% | Reduced |
| Quantbot Technologies LP | 9,924 | $566.3K | 0.02% | +3,055+44.5% | Added |
| Smartleaf Asset Management LLC | 9,964 | $571.9K | 0.02% | −190−1.9% | Reduced |
| Engineers Gate Manager LP | 10,040 | $572.9K | 0.01% | +3,235+47.5% | Added |
| Cerity Partners LLC | 10,463 | $597.0K | 0.00% | −3,233−23.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 11,183 | $638.1K | 0.20% | −102−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 11,354 | $647.9K | 0.00% | −724−6.0% | Reduced |
| HSBC Holdings PLC | 11,505 | $653.5K | 0.00% | +11,505 | New |
| BNP Paribas Arbitrage, SA | 11,510 | $656.8K | 0.00% | −6,208−35.0% | Reduced |
| Louisiana State Employees Retirement System | 11,700 | $667.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,706 | $667.9K | 0.00% | +24+0.2% | Added |
| BKD Wealth Advisors, LLC | 11,758 | $670.9K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,248 | $698.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,213 | $753.9K | 0.00% | +891+7.2% | Added |
| Elo Mutual Pension Insurance Co | 13,328 | $760.5K | 0.01% | +13,328 | New |
| Illinois Municipal Retirement Fund | 13,662 | $779.6K | 0.01% | −287−2.1% | Reduced |
| MetLife Investment Management | 13,745 | $784.3K | 0.00% | −1,247−8.3% | Reduced |
| XTX Topco Ltd | 13,935 | $795.1K | 0.02% | +13,935 | New |
| State of Alaska, Department of Revenue | 13,982 | $797.0K | 0.01% | +114+0.8% | Added |
| SG Americas Securities, LLC | 14,583 | $832.0K | 0.00% | +4,672+47.1% | Added |
| Uncommon Cents Investing LLC | 15,266 | $871.0K | 0.21% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,284 | $872.1K | 0.00% | +118+0.8% | Added |
| Susquehanna International Group, LLP | 16,005 | $913.2K | 0.00% | −1,296−7.5% | Reduced |
| Sippican Capital Advisors | 17,164 | $979.4K | 0.63% | −6,500−27.5% | Reduced |
| Man Group plc | 17,360 | $990.6K | 0.00% | +17,360 | New |
| New York State Common Retirement Fund | 17,878 | $1.02M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 18,736 | $1.07M | 0.00% | −7,899−29.7% | Reduced |
| Sym Financial Corp | 19,312 | $1.10M | 0.11% | −502−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 20,360 | $1.16M | 0.01% | +8,517+71.9% | Added |
| Winton Group Ltd | 20,743 | $1.18M | 0.04% | +221+1.1% | Added |
| Deutsche Bank AG | 21,139 | $1.21M | 0.00% | −1,917−8.3% | Reduced |
| Verition Fund Management LLC | 22,709 | $1.30M | 0.01% | +22,709 | New |
| Heartland Advisors Inc | 22,744 | $1.30M | 0.07% | −309−1.3% | Reduced |
| Great West Life Assurance Co | 23,073 | $1.31M | 0.00% | +1,268+5.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,080 | $1.32M | 0.00% | −730−3.1% | Reduced |
| Thrivent Financial for Lutherans | 23,416 | $1.34M | 0.00% | −909−3.7% | Reduced |
| Prudential Financial Inc | 23,921 | $1.36M | 0.00% | −1,717−6.7% | Reduced |
| Cetera Investment Advisers | 24,560 | $1.40M | 0.00% | −874−3.4% | Reduced |
| California State Teachers Retirement System | 24,942 | $1.42M | 0.00% | +1,367+5.8% | Added |
| Alliancebernstein L.P. | 26,917 | $1.54M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 29,480 | $1.68M | 0.00% | +29,480 | New |
| Trexquant Investment LP | 30,730 | $1.75M | 0.02% | +6,911+29.0% | Added |
| Bridge City Capital, LLC | 30,742 | $1.75M | 0.52% | −4,933−13.8% | Reduced |
| Quest Partners LLC | 32,545 | $1.86M | 0.10% | +20,992+181.7% | Added |
| Price T Rowe Associates Inc | 32,585 | $1.86M | 0.00% | +6,257+23.8% | Added |
| Squarepoint Ops LLC | 33,299 | $1.90M | 0.00% | −3,841−10.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 36,192 | $2.07M | 0.10% | +32,104+785.3% | Added |
| Citigroup Inc | 37,823 | $2.16M | 0.00% | +10,139+36.6% | Added |
| UBS Group AG | 38,085 | $2.17M | 0.00% | −41,719−52.3% | Reduced |
| Assenagon Asset Management S.A. | 39,447 | $2.25M | 0.00% | +32,060+434.0% | Added |
| Allspring Global Investments Holdings, LLC | 41,856 | $2.39M | 0.00% | +18,130+76.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 42,300 | $2.41M | 0.00% | +42,300 | New |
| Stifel Financial Corp | 42,833 | $2.44M | 0.00% | −3,938−8.4% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 42,854 | $2.45M | 2.27% | 00.0% | Unchanged |
| Barclays PLC | 46,054 | $2.63M | 0.00% | +8,634+23.1% | Added |
| SEI Investments Co | 46,453 | $2.65M | 0.00% | +3,103+7.2% | Added |
| UBS Asset Management Americas Inc | 47,486 | $2.71M | 0.00% | +2,859+6.4% | Added |
| Royal Bank of Canada | 47,908 | $2.73M | 0.00% | −5,671−10.6% | Reduced |
| 1st Source Bank | 48,744 | $2.78M | 0.15% | 00.0% | Unchanged |
| Swiss National Bank | 50,450 | $2.88M | 0.00% | +1,000+2.0% | Added |
| Voloridge Investment Management, LLC | 50,529 | $2.88M | 0.01% | −30,640−37.7% | Reduced |
| First Trust Advisors LP | 56,758 | $3.24M | 0.00% | +6,857+13.7% | Added |
| Legal & General Group Plc | 63,050 | $3.60M | 0.00% | −5,227−7.7% | Reduced |
| Rhumbline Advisers | 74,306 | $4.24M | 0.00% | −3,593−4.6% | Reduced |
| D. E. Shaw & Co., Inc. | 76,503 | $4.37M | 0.00% | +23,197+43.5% | Added |
| AQR Capital Management LLC | 80,624 | $4.60M | 0.00% | −37,977−32.0% | Reduced |
| Wells Fargo & Company | 81,369 | $4.64M | 0.00% | +16,321+25.1% | Added |
| Millennium Management LLC | 82,130 | $4.69M | 0.00% | +49,020+148.1% | Added |
| Citadel Advisors LLC | 82,145 | $4.69M | 0.00% | +51,614+169.1% | Added |
| Two Sigma Advisers, LP | 82,400 | $4.70M | 0.01% | +43,400+111.3% | Added |
| Nuveen, LLC | 83,689 | $4.78M | 0.00% | −1,155−1.4% | Reduced |
| JPMorgan Chase & Co | 84,179 | $4.80M | 0.00% | −27,034−24.3% | Reduced |
| Public Sector Pension Investment Board | 88,399 | $5.04M | 0.02% | −11,141−11.2% | Reduced |
| Point72 Asset Management, L.P. | 88,866 | $5.07M | 0.01% | +80,466+957.9% | Added |
| Tudor Investment Corp Et Al | 94,922 | $5.42M | 0.03% | +94,922 | New |
| Jane Street Group, LLC | 98,369 | $5.61M | 0.01% | +38,706+64.9% | Added |
| Invesco Ltd. | 105,493 | $6.02M | 0.00% | −2,637−2.4% | Reduced |
| ProShare Advisors LLC | 106,514 | $6.08M | 0.01% | +10,241+10.6% | Added |
| Envestnet Asset Management Inc | 116,625 | $6.65M | 0.00% | −12,020−9.3% | Reduced |
| American Century Companies Inc | 118,001 | $6.73M | 0.00% | −8,237−6.5% | Reduced |
| Principal Financial Group Inc | 121,884 | $6.95M | 0.00% | −1,454−1.2% | Reduced |
| Renaissance Technologies LLC | 130,229 | $7.43M | 0.01% | +71,607+122.2% | Added |