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 |
|---|---|---|---|---|---|
| Rialto Wealth Management, LLC | 1 | $58 | 0.00% | −2−66.7% | Reduced |
| SJS Investment Consulting Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $115 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 3 | $172 | 0.00% | +1+50.0% | Added |
| Abound Wealth Management | 3 | $173 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $230 | 0.00% | −6−60.0% | Reduced |
| Gilpin Wealth Management, LLC | 4 | $230 | 0.00% | +3+300.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $287 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $345 | 0.00% | −4−40.0% | Reduced |
| Wall Street Financial Group, Inc. | 8 | $459 | 0.00% | +8 | New |
| Simplex Trading, LLC | 9 | $516 | 0.00% | +9 | New |
| Kilter Group LLC | 10 | $574 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 15 | $861 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| MidFirst Bank | 19 | $1.09K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $1.15K | 0.00% | +15+300.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.21K | 0.00% | −360−94.5% | Reduced |
| Rothschild Investment LLC | 24 | $1.38K | 0.00% | −5−17.2% | Reduced |
| Signaturefd, LLC | 27 | $1.55K | 0.00% | −3−10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $1.61K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 29 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $1.72K | 0.00% | +4+15.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 30 | $1.72K | 0.00% | +30 | New |
| TD Capital Management LLC | 31 | $1.81K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 34 | $1.95K | 0.00% | −51−60.0% | Reduced |
| Optiver Holding B.V. | 36 | $2.07K | 0.00% | −22−37.9% | Reduced |
| Parkside Financial Bank & Trust | 42 | $2.41K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43 | $2.47K | 0.00% | −57−57.0% | Reduced |
| Whipplewood Advisors, LLC | 46 | $2.64K | 0.00% | +46 | New |
| MAI Capital Management | 48 | $2.75K | 0.00% | +27+128.6% | Added |
| Red Tortoise LLC | 50 | $2.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $2.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $2.93K | 0.00% | +51 | New |
| Whittier Trust Co of Nevada Inc | 55 | $3.21K | 0.00% | +55 | New |
| Brown Brothers Harriman & Co | 62 | $3.56K | 0.00% | +62 | New |
| Root Financial Partners, LLC | 73 | $4.19K | 0.00% | +9+14.1% | Added |
| UMA Financial Services, Inc. | 79 | $4.53K | 0.00% | −9−10.2% | Reduced |
| Farther Finance Advisors, LLC | 82 | $4.76K | 0.00% | +59+256.5% | Added |
| Quadrant Capital Group LLC | 89 | $5.11K | 0.00% | −9−9.2% | Reduced |
| Los Angeles Capital Management LLC | 98 | $5.62K | 0.00% | −3,220−97.0% | Reduced |
| Retirement Wealth Solutions LLC | 123 | $7.07K | 0.00% | −87−41.4% | Reduced |
| First Horizon Corp | 124 | $7.12K | 0.00% | +35+39.3% | Added |
| Allworth Financial LP | 151 | $8.66K | 0.00% | +37+32.5% | Added |
| Harbor Capital Advisors, Inc. | 169 | $10.0K | 0.00% | +64+61.0% | Added |
| Mather Group, LLC. | 183 | $10.5K | 0.00% | +183 | New |
| RWM Asset Management, LLC | 195 | $11.2K | 0.00% | +195 | New |
| Harbour Investments, Inc. | 217 | $12.5K | 0.00% | −1,778−89.1% | Reduced |
| Umb Bank N A | 221 | $12.7K | 0.00% | −33−13.0% | Reduced |
| EverSource Wealth Advisors, LLC | 253 | $14.5K | 0.00% | −120−32.2% | Reduced |
| Cornerstone Planning Group LLC | 254 | $15.8K | 0.00% | +3+1.2% | Added |
| Bank of Jackson Hole Trust | 275 | $15.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 277 | $15.9K | 0.00% | +21+8.2% | Added |
| Advisor Group Holdings, Inc. | 310 | $17.8K | 0.00% | +79+34.2% | Added |
| Nisa Investment Advisors, LLC | 351 | $20.1K | 0.00% | +29+9.0% | Added |
| Creative Financial Designs Inc | 392 | $22.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 456 | $26.2K | 0.00% | −285−38.5% | Reduced |
| Ronald Blue Trust, Inc. | 477 | $27.4K | 0.00% | +93+24.2% | Added |
| Salomon & Ludwin, LLC | 488 | $28.4K | 0.00% | +240+96.8% | Added |
| Hantz Financial Services, Inc. | 516 | $30.0K | 0.00% | +281+119.6% | Added |
| TD Private Client Wealth LLC | 557 | $32.0K | 0.00% | +149+36.5% | Added |
| SRS Capital Advisors, Inc. | 567 | $32.5K | 0.00% | −18−3.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 756 | $43.4K | 0.00% | −388−33.9% | Reduced |
| KBC Group NV | 998 | $57.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,439 | $82.6K | 0.00% | −349−19.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,465 | $84.1K | 0.00% | +736+101.0% | Added |
| Clear Street Markets LLC | 1,500 | $86.1K | 0.04% | +1,500 | New |
| Advisory Services Network, LLC | 1,510 | $86.6K | 0.00% | +1,510 | New |
| Tower Research Capital LLC (TRC) | 1,525 | $87.5K | 0.00% | −1,064−41.1% | Reduced |
| Jones Financial Companies LLLP | 1,962 | $110.9K | 0.00% | −146−6.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,101 | $120.6K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,144 | $123.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,188 | $125.5K | 0.01% | −243−10.0% | Reduced |
| US Bancorp | 2,324 | $133.4K | 0.00% | +181+8.4% | Added |
| Terry L. Blaker | 3,500 | $200.8K | 0.01% | +3,500 | New |
| Centiva Capital, LP | 3,543 | $203.3K | 0.01% | +3,543 | New |
| Ieq Capital, LLC | 3,704 | $212.6K | 0.00% | −4,758−56.2% | Reduced |
| Maryland State Retirement & Pension System | 3,736 | $214.4K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,772 | $216.4K | 0.00% | −71−1.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,859 | $221.5K | 0.03% | +91+2.4% | Added |
| Public Employees Retirement Association of Colorado | 3,902 | $224.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,944 | $226.3K | 0.00% | −454−10.3% | Reduced |
| Sapient Capital LLC | 3,950 | $226.7K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,998 | $229.4K | 0.00% | −9−0.2% | Reduced |
| Canada Pension Plan Investment Board | 4,000 | $229.5K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,100 | $235.3K | 0.01% | +4,100 | New |
| Odyssean, LLC | 4,186 | $240.2K | 0.09% | +4,186 | New |
| Security Financial Services, INC. | 4,222 | $242.3K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,363 | $250.4K | 0.00% | −131−2.9% | Reduced |
| Captrust Financial Advisors | 4,434 | $254.4K | 0.00% | −169−3.7% | Reduced |
| Voya Investment Management LLC | 4,586 | $263.1K | 0.00% | −199−4.2% | Reduced |
| HighTower Advisors, LLC | 4,775 | $274.0K | 0.00% | −3,675−43.5% | Reduced |
| Dark Forest Capital Management LP | 4,822 | $276.7K | 0.02% | −2,411−33.3% | Reduced |
| Legato Capital Management LLC | 4,861 | $278.9K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,074 | $291.1K | 0.00% | +2,488+96.2% | Added |
| Pathstone Holdings, LLC | 5,198 | $298.3K | 0.00% | +5,198 | New |
| New York State Teachers Retirement System | 5,285 | $303.0K | 0.00% | −855−13.9% | Reduced |
| Mirabella Financial Services LLP | 5,387 | $309.1K | 0.03% | +5,387 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,490 | $315.0K | 0.00% | +767+16.2% | Added |
| KLP Kapitalforvaltning AS | 5,500 | $315.6K | 0.00% | 00.0% | Unchanged |