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, Q1 2026
Institutional positions in Lakeland Financial Corp as of Mar 31, 2026. 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
- 235
- +12 vs. Q4 2025
- Shares held
- 20.8M
- +2.01M (+10.7%) vs. Q4 2025
- Total value
- $1.20B
- +$120.8M (+11.2%) vs. Q4 2025
- New holders
- 30
- 76 more added
- Sold out
- 18
- 89 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,536,366 | $202.9M | 0.00% | −24,843−0.7% | Reduced |
| Neuberger Berman Group LLC | 2,165,397 | $124.3M | 0.09% | +382,559+21.5% | Added |
| State Street Corp | 1,378,699 | $79.1M | 0.00% | +104,659+8.2% | Added |
| Vanguard Capital Management LLC | 1,098,043 | $63.0M | 0.00% | +1,098,043 | New |
| Charles Schwab Investment Management Inc | 869,268 | $49.9M | 0.01% | −179,929−17.1% | Reduced |
| Dimensional Fund Advisors LP | 672,171 | $38.6M | 0.01% | −34,053−4.8% | Reduced |
| Geode Capital Management, LLC | 636,788 | $36.5M | 0.00% | +19,034+3.1% | Added |
| Silvercrest Asset Management Group LLC | 636,117 | $36.5M | 0.26% | −88,819−12.3% | Reduced |
| Copeland Capital Management, LLC | 606,364 | $34.8M | 0.77% | −9,316−1.5% | Reduced |
| Vanguard Portfolio Management LLC | 573,728 | $32.9M | 0.00% | +573,728 | New |
| Neumeier Poma Investment Counsel LLC | 478,164 | $27.4M | 2.26% | −4,080−0.8% | Reduced |
| NFJ Investment Group, LLC | 453,232 | $26.0M | 0.99% | +3,990+0.9% | Added |
| Two Sigma Investments, LP | 356,641 | $20.5M | 0.02% | +175,760+97.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 328,082 | $18.8M | 0.06% | +720+0.2% | Added |
| Bank of America Corp | 321,410 | $18.4M | 0.00% | +14,584+4.8% | Added |
| Northern Trust Corp | 318,933 | $18.3M | 0.00% | −11,072−3.4% | Reduced |
| Boston Trust Walden Corp | 303,942 | $17.4M | 0.14% | −40,377−11.7% | Reduced |
| Ameriprise Financial Inc | 294,848 | $16.9M | 0.00% | −2,943−1.0% | Reduced |
| Raymond James Financial Inc | 296,585 | $16.8M | 0.01% | +2,772+0.9% | Added |
| FMR LLC | 230,027 | $13.2M | 0.00% | +35,844+18.5% | Added |
| Goldman Sachs Group Inc | 224,843 | $12.9M | 0.00% | −26,627−10.6% | Reduced |
| Morgan Stanley | 224,210 | $12.9M | 0.00% | −29,845−11.7% | Reduced |
| Timucuan Asset Management Inc | 210,411 | $12.1M | 0.44% | +10,650+5.3% | Added |
| Bank of New York Mellon Corp | 204,490 | $11.7M | 0.00% | −3,115−1.5% | Reduced |
| Qube Research & Technologies Ltd | 195,093 | $11.2M | 0.02% | +21,665+12.5% | Added |
| Citadel Advisors LLC | 189,875 | $10.9M | 0.01% | +107,730+131.1% | Added |
| Vanguard Fiduciary Trust Co | 168,925 | $9.69M | 0.00% | +168,925 | New |
| Kennedy Capital Management, Inc. | 156,745 | $8.99M | 0.19% | −2,491−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 155,267 | $8.91M | 0.07% | +1,560+1.0% | Added |
| Monarch Capital Management Inc | 147,958 | $8.49M | 2.08% | −5,507−3.6% | Reduced |
| Principal Financial Group Inc | 122,986 | $7.06M | 0.00% | +1,102+0.9% | Added |
| American Century Companies Inc | 115,785 | $6.64M | 0.00% | −2,216−1.9% | Reduced |
| Envestnet Asset Management Inc | 114,944 | $6.60M | 0.00% | −1,681−1.4% | Reduced |
| ProShare Advisors LLC | 112,869 | $6.48M | 0.01% | +6,355+6.0% | Added |
| Invesco Ltd. | 108,219 | $6.21M | 0.00% | +2,726+2.6% | Added |
| D. E. Shaw & Co., Inc. | 105,188 | $6.04M | 0.00% | +28,685+37.5% | Added |
| UBS Group AG | 102,400 | $5.88M | 0.00% | +64,315+168.9% | Added |
| Nuveen, LLC | 96,479 | $5.54M | 0.00% | +12,790+15.3% | Added |
| Public Sector Pension Investment Board | 90,185 | $5.17M | 0.02% | +1,786+2.0% | Added |
| Point72 Asset Management, L.P. | 82,888 | $4.76M | 0.01% | −5,978−6.7% | Reduced |
| Rhumbline Advisers | 75,318 | $4.32M | 0.00% | +1,012+1.4% | Added |
| JPMorgan Chase & Co | 68,137 | $3.85M | 0.00% | −16,042−19.1% | Reduced |
| Sym Financial Corp | 65,175 | $3.74M | 0.37% | +45,863+237.5% | Added |
| Tudor Investment Corp Et Al | 59,947 | $3.44M | 0.02% | −34,975−36.8% | Reduced |
| AQR Capital Management LLC | 59,214 | $3.40M | 0.00% | −21,410−26.6% | Reduced |
| Renaissance Technologies LLC | 58,544 | $3.36M | 0.01% | −71,685−55.0% | Reduced |
| 1st Source Bank | 58,434 | $3.35M | 0.17% | +9,690+19.9% | Added |
| Millennium Management LLC | 58,372 | $3.35M | 0.00% | −23,758−28.9% | Reduced |
| Legal & General Group Plc | 56,600 | $3.25M | 0.00% | −6,450−10.2% | Reduced |
| HRT Financial LP | 52,179 | $2.99M | 0.01% | +47,267+962.3% | Added |
| Swiss National Bank | 50,450 | $2.89M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 49,477 | $2.84M | 0.00% | +3,024+6.5% | Added |
| Royal Bank of Canada | 48,725 | $2.80M | 0.00% | +817+1.7% | Added |
| UBS Asset Management Americas Inc | 47,951 | $2.75M | 0.00% | +465+1.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 42,854 | $2.46M | 2.41% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,835 | $2.46M | 0.00% | −55,534−56.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,300 | $2.43M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 41,989 | $2.41M | 0.00% | −844−2.0% | Reduced |
| Citigroup Inc | 41,053 | $2.36M | 0.00% | +3,230+8.5% | Added |
| Wells Fargo & Company | 40,184 | $2.31M | 0.00% | −41,185−50.6% | Reduced |
| First Trust Advisors LP | 38,990 | $2.24M | 0.00% | −17,768−31.3% | Reduced |
| Price T Rowe Associates Inc | 37,350 | $2.14M | 0.00% | +4,765+14.6% | Added |
| Gsa Capital Partners LLP | 37,068 | $2.13M | 0.13% | +37,068 | New |
| Squarepoint Ops LLC | 36,455 | $2.09M | 0.00% | +3,156+9.5% | Added |
| Voloridge Investment Management, LLC | 31,780 | $1.82M | 0.01% | −18,749−37.1% | Reduced |
| ExodusPoint Capital Management, LP | 30,565 | $1.75M | 0.02% | +10,205+50.1% | Added |
| Bridge City Capital, LLC | 30,520 | $1.75M | 0.49% | −222−0.7% | Reduced |
| XTX Topco Ltd | 30,259 | $1.74M | 0.03% | +16,324+117.1% | Added |
| Alliancebernstein L.P. | 26,917 | $1.54M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 25,562 | $1.47M | 0.00% | +8,202+47.2% | Added |
| Prudential Financial Inc | 25,526 | $1.46M | 0.00% | +1,605+6.7% | Added |
| Balyasny Asset Management LLC | 25,406 | $1.46M | 0.00% | +16,136+174.1% | Added |
| Cetera Investment Advisers | 24,790 | $1.42M | 0.00% | +230+0.9% | Added |
| California State Teachers Retirement System | 24,737 | $1.42M | 0.00% | −205−0.8% | Reduced |
| Trexquant Investment LP | 24,223 | $1.39M | 0.01% | −6,507−21.2% | Reduced |
| Deutsche Bank AG | 23,735 | $1.36M | 0.00% | +2,596+12.3% | Added |
| Heartland Advisors Inc | 23,501 | $1.35M | 0.07% | +757+3.3% | Added |
| Thrivent Financial for Lutherans | 22,708 | $1.30M | 0.00% | −708−3.0% | Reduced |
| Great West Life Assurance Co | 21,776 | $1.25M | 0.00% | −1,297−5.6% | Reduced |
| BNP Paribas Arbitrage, SA | 21,532 | $1.24M | 0.00% | +10,022+87.1% | Added |
| Winton Group Ltd | 21,165 | $1.21M | 0.04% | +422+2.0% | Added |
| Barclays PLC | 20,358 | $1.17M | 0.00% | −25,696−55.8% | Reduced |
| Susquehanna International Group, LLP | 19,805 | $1.14M | 0.00% | +3,800+23.7% | Added |
| Rafferty Asset Management, LLC | 19,112 | $1.10M | 0.00% | +376+2.0% | Added |
| New York State Common Retirement Fund | 17,878 | $1.03M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 17,827 | $1.02M | 0.04% | +7,903+79.6% | Added |
| Marshall Wace, LLP | 17,673 | $1.01M | 0.00% | −11,807−40.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,652 | $1.01M | 0.00% | −5,428−23.5% | Reduced |
| Vanguard Asset Management, Ltd | 17,436 | $1.00M | 0.00% | +17,436 | New |
| Russell Investments Group, Ltd. | 16,191 | $929.1K | 0.00% | +907+5.9% | Added |
| Uncommon Cents Investing LLC | 15,266 | $875.9K | 0.20% | 00.0% | Unchanged |
| MetLife Investment Management | 13,999 | $803.3K | 0.00% | +254+1.8% | Added |
| State of Alaska, Department of Revenue | 13,471 | $772.0K | 0.01% | −511−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 13,374 | $767.4K | 0.01% | −288−2.1% | Reduced |
| LPL Financial LLC | 12,796 | $734.2K | 0.00% | −417−3.2% | Reduced |
| Janus Henderson Group PLC | 12,248 | $702.5K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,199 | $700.0K | 0.02% | +12,199 | New |
| BKD Wealth Advisors, LLC | 11,722 | $672.6K | 0.01% | −36−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,646 | $668.2K | 0.00% | −60−0.5% | Reduced |
| Cerity Partners LLC | 11,478 | $658.6K | 0.00% | +1,015+9.7% | Added |