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 |
|---|---|---|---|---|---|
| Monarch Capital Management Inc | 153,465 | $8.76M | 2.15% | −473−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 153,707 | $8.77M | 0.07% | +669+0.4% | Added |
| Kennedy Capital Management, Inc. | 159,236 | $9.09M | 0.19% | +26,479+19.9% | Added |
| Qube Research & Technologies Ltd | 173,428 | $9.90M | 0.01% | +94,826+120.6% | Added |
| Two Sigma Investments, LP | 180,881 | $10.3M | 0.02% | +68,684+61.2% | Added |
| FMR LLC | 194,183 | $11.1M | 0.00% | +38,805+25.0% | Added |
| Timucuan Asset Management Inc | 199,761 | $11.4M | 0.37% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 207,605 | $11.8M | 0.00% | +12,043+6.2% | Added |
| Goldman Sachs Group Inc | 251,470 | $14.3M | 0.00% | +71,058+39.4% | Added |
| Morgan Stanley | 254,055 | $14.5M | 0.00% | +71,137+38.9% | Added |
| Raymond James Financial Inc | 293,813 | $16.8M | 0.01% | −30,386−9.4% | Reduced |
| Ameriprise Financial Inc | 297,791 | $17.0M | 0.00% | +21,856+7.9% | Added |
| Bank of America Corp | 306,826 | $17.5M | 0.00% | −14,205−4.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 327,362 | $18.7M | 0.06% | −2,001−0.6% | Reduced |
| Northern Trust Corp | 330,005 | $18.8M | 0.00% | −16,191−4.7% | Reduced |
| Boston Trust Walden Corp | 344,319 | $19.6M | 0.15% | −29,012−7.8% | Reduced |
| NFJ Investment Group, LLC | 449,242 | $25.6M | 0.93% | −25,849−5.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 482,244 | $27.5M | 2.27% | −11,225−2.3% | Reduced |
| Copeland Capital Management, LLC | 615,680 | $35.1M | 0.78% | −36,059−5.5% | Reduced |
| Geode Capital Management, LLC | 617,754 | $35.3M | 0.00% | −1,678−0.3% | Reduced |
| Dimensional Fund Advisors LP | 706,224 | $40.3M | 0.01% | −19,976−2.8% | Reduced |
| Silvercrest Asset Management Group LLC | 724,936 | $41.4M | 0.28% | −135,326−15.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,049,197 | $59.9M | 0.01% | +15,610+1.5% | Added |
| State Street Corp | 1,274,040 | $72.7M | 0.00% | −52,498−4.0% | Reduced |
| Neuberger Berman Group LLC | 1,782,838 | $101.7M | 0.08% | −105,773−5.6% | Reduced |
| Vanguard Group Inc | 1,887,812 | $107.7M | 0.00% | +19,967+1.1% | Added |
| BlackRock, Inc. | 3,561,209 | $203.2M | 0.00% | +33,997+1.0% | Added |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −93,375−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −23,814−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −6,759−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,548−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| MGB Wealth Management, LLC | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |