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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 11,510 | $656.8K | 0.00% | −6,208−35.0% | Reduced |
| HSBC Holdings PLC | 11,505 | $653.5K | 0.00% | +11,505 | New |
| Manufacturers Life Insurance Company, The | 11,354 | $647.9K | 0.00% | −724−6.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 11,183 | $638.1K | 0.20% | −102−0.9% | Reduced |
| Cerity Partners LLC | 10,463 | $597.0K | 0.00% | −3,233−23.6% | Reduced |
| Engineers Gate Manager LP | 10,040 | $572.9K | 0.01% | +3,235+47.5% | Added |
| Smartleaf Asset Management LLC | 9,964 | $571.9K | 0.02% | −190−1.9% | Reduced |
| Quantbot Technologies LP | 9,924 | $566.3K | 0.02% | +3,055+44.5% | Added |
| Comerica Bank | 9,856 | $562.4K | 0.00% | −1,809−15.5% | Reduced |
| Intech Investment Management LLC | 9,818 | $560.2K | 0.01% | −1,079−9.9% | Reduced |
| Pathway Financial Advisers, LLC | 9,276 | $529.3K | 0.15% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,270 | $528.9K | 0.00% | −10,953−54.2% | Reduced |
| Aquatic Capital Management LLC | 8,577 | $489.4K | 0.01% | +5,263+158.8% | Added |
| Ieq Capital, LLC | 8,462 | $482.8K | 0.00% | −6,534−43.6% | Reduced |
| HighTower Advisors, LLC | 8,450 | $482.2K | 0.00% | −124−1.4% | Reduced |
| CWM Advisors, LLC | 8,212 | $468.6K | 0.04% | +1,133+16.0% | Added |
| Snowden Capital Advisors LLC | 8,184 | $467.0K | 0.01% | −1,265−13.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,521 | $429.1K | 0.00% | −267−3.4% | Reduced |
| Numerai GP LLC | 7,440 | $424.5K | 0.05% | −4,992−40.2% | Reduced |
| Amalgamated Bank | 7,405 | $423.0K | 0.00% | −118−1.6% | Reduced |
| Dark Forest Capital Management LP | 7,233 | $412.7K | 0.02% | −31,424−81.3% | Reduced |
| Arizona State Retirement System | 7,137 | $407.2K | 0.00% | −403−5.3% | Reduced |
| Yousif Capital Management, LLC | 6,849 | $402.7K | 0.00% | −1,030−13.1% | Reduced |
| KFG Wealth Management, LLC | 6,827 | $389.6K | 0.05% | −6,000−46.8% | Reduced |
| RSM US Wealth Management LLC | 6,734 | $386.5K | 0.00% | −213−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 6,630 | $378.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,555 | $374.0K | 0.00% | +35+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,474 | $369.4K | 0.00% | −616−8.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,402 | $366.0K | 0.00% | −850−11.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,320 | $360.6K | 0.00% | −182−2.8% | Reduced |
| New York State Teachers Retirement System | 6,140 | $350.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,796 | $345.4K | 0.00% | −458−7.3% | Reduced |
| CX Institutional | 6,052 | $345.0K | 0.01% | +52+0.9% | Added |
| Handelsbanken Fonder AB | 6,030 | $344.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,838 | $333.1K | 0.00% | +100+1.7% | Added |
| Quantinno Capital Management LP | 5,685 | $324.4K | 0.00% | +820+16.9% | Added |
| KLP Kapitalforvaltning AS | 5,500 | $313.8K | 0.00% | +500+10.0% | Added |
| Brevan Howard Capital Management LP | 5,487 | $313.1K | 0.01% | −1,236−18.4% | Reduced |
| ISAM Funds (UK) Ltd | 5,220 | $297.9K | 0.11% | +5,220 | New |
| HRT Financial LP | 4,912 | $280.0K | 0.00% | −5,357−52.2% | Reduced |
| Legato Capital Management LLC | 4,861 | $277.4K | 0.02% | −4,491−48.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $277.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,785 | $273.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,723 | $270.6K | 0.00% | −250−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,708 | $268.6K | 0.00% | −11,066−70.2% | Reduced |
| Captrust Financial Advisors | 4,603 | $262.6K | 0.00% | −398−8.0% | Reduced |
| Arkadios Wealth Advisors | 4,494 | $256.4K | 0.01% | +533+13.5% | Added |
| CWM, LLC | 4,398 | $251.0K | 0.00% | −834−15.9% | Reduced |
| Security Financial Services, INC. | 4,222 | $240.9K | 0.04% | −7,250−63.2% | Reduced |
| Victory Capital Management Inc | 4,007 | $228.6K | 0.00% | −751,787−99.5% | Reduced |
| Canada Pension Plan Investment Board | 4,000 | $228.2K | 0.00% | +4,000 | New |
| Sapient Capital LLC | 3,950 | $226.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $223.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,843 | $219.3K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,771 | $215.2K | 0.00% | +3,771 | New |
| Personal Cfo Solutions, LLC | 3,768 | $215.0K | 0.03% | −433−10.3% | Reduced |
| Maryland State Retirement & Pension System | 3,736 | $213.2K | 0.00% | +66+1.8% | Added |
| Los Angeles Capital Management LLC | 3,318 | $189.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,589 | $147.7K | 0.00% | +1,716+196.6% | Added |
| The PNC Financial Services Group, Inc. | 2,586 | $147.6K | 0.00% | −97−3.6% | Reduced |
| State of Wyoming | 2,431 | $138.7K | 0.02% | +348+16.7% | Added |
| Ensign Peak Advisors, Inc | 2,144 | $122.3K | 0.00% | −4,150−65.9% | Reduced |
| US Bancorp | 2,143 | $122.3K | 0.00% | −70−3.2% | Reduced |
| Jones Financial Companies LLLP | 2,108 | $120.3K | 0.00% | −131−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,101 | $119.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,995 | $113.8K | 0.00% | +2+0.1% | Added |
| GAMMA Investing LLC | 1,788 | $102.0K | 0.01% | +118+7.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,144 | $65.3K | 0.01% | +1,144 | New |
| KBC Group NV | 998 | $57.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 996 | $56.8K | 0.00% | +541+118.9% | Added |
| Sterling Capital Management LLC | 741 | $42.3K | 0.00% | −68−8.4% | Reduced |
| Rockefeller Capital Management L.P. | 729 | $41.6K | 0.00% | +210+40.5% | Added |
| SRS Capital Advisors, Inc. | 585 | $33.4K | 0.00% | −5,973−91.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 452 | $25.8K | 0.00% | −3−0.7% | Reduced |
| TD Private Client Wealth LLC | 408 | $23.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $22.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $22.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 384 | $21.9K | 0.00% | −170−30.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 381 | $21.7K | 0.00% | −625−62.1% | Reduced |
| EverSource Wealth Advisors, LLC | 373 | $21.3K | 0.00% | −274−42.3% | Reduced |
| Nisa Investment Advisors, LLC | 322 | $18.4K | 0.00% | −67−17.2% | Reduced |
| Bank of Jackson Hole Trust | 275 | $15.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 256 | $14.6K | 0.00% | +8+3.2% | Added |
| Cornerstone Planning Group LLC | 251 | $14.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 254 | $14.5K | 0.00% | +184+262.9% | Added |
| Salomon & Ludwin, LLC | 248 | $14.3K | 0.00% | +77+45.0% | Added |
| Advisor Group Holdings, Inc. | 231 | $13.2K | 0.00% | −241−51.1% | Reduced |
| Hantz Financial Services, Inc. | 235 | $13.0K | 0.00% | −117−33.2% | Reduced |
| CIBC Private Wealth Group, LLC | 226 | $12.9K | 0.00% | +6+2.7% | Added |
| Retirement Wealth Solutions LLC | 210 | $12.0K | 0.01% | −41−16.3% | Reduced |
| Fifth Third Bancorp | 143 | $8.16K | 0.00% | −40−21.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 143 | $8.00K | 0.00% | +143 | New |
| Allworth Financial LP | 114 | $6.50K | 0.00% | −40−26.0% | Reduced |
| Harbor Capital Advisors, Inc. | 105 | $6.00K | 0.00% | −2−1.9% | Reduced |
| IFP Advisors, Inc | 100 | $5.71K | 0.00% | −68−40.5% | Reduced |
| Quadrant Capital Group LLC | 98 | $5.59K | 0.00% | −5−4.9% | Reduced |
| First Horizon Corp | 89 | $5.08K | 0.00% | −62−41.1% | Reduced |
| UMA Financial Services, Inc. | 88 | $5.02K | 0.00% | +9+11.4% | Added |
| Quarry LP | 87 | $4.96K | 0.00% | −132−60.3% | Reduced |
| Essential Partners LLC | 85 | $4.85K | 0.00% | −172−66.9% | Reduced |