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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 5,574 | $319.8K | 0.02% | −30,618−84.6% | Reduced |
| Oregon Public Employees Retirement Fund | 5,738 | $329.2K | 0.00% | −100−1.7% | Reduced |
| State of Tennessee, Treasury Department | 5,796 | $332.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,960 | $342.0K | 0.00% | −3,858−39.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,984 | $343.4K | 0.00% | +1,124+23.1% | Added |
| Handelsbanken Fonder AB | 6,030 | $346.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,052 | $347.0K | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,230 | $357.5K | 0.00% | +6,230 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,237 | $357.9K | 0.00% | −83−1.3% | Reduced |
| Numerai GP LLC | 6,412 | $367.9K | 0.04% | −1,028−13.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,402 | $368.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 6,447 | $369.9K | 0.00% | +6,447 | New |
| Police & Firemen's Retirement System of New Jersey | 6,474 | $371.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,555 | $376.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,630 | $380.4K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,727 | $386.0K | 0.00% | −7−0.1% | Reduced |
| Yousif Capital Management, LLC | 6,738 | $386.6K | 0.00% | −111−1.6% | Reduced |
| KFG Wealth Management, LLC | 6,827 | $391.8K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,012 | $402.3K | 0.00% | −125−1.8% | Reduced |
| Snowden Capital Advisors LLC | 7,119 | $408.5K | 0.01% | −1,065−13.0% | Reduced |
| Quantinno Capital Management LP | 7,171 | $411.5K | 0.00% | +1,486+26.1% | Added |
| Amalgamated Bank | 7,259 | $417.0K | 0.00% | −146−2.0% | Reduced |
| Great Lakes Advisors, LLC | 8,073 | $463.2K | 0.00% | +8,073 | New |
| Arrowstreet Capital, Limited Partnership | 8,426 | $483.5K | 0.00% | +8,426 | New |
| O'Shaughnessy Asset Management, LLC | 8,544 | $490.3K | 0.00% | +1,023+13.6% | Added |
| CWM Advisors, LLC | 8,955 | $513.8K | 0.03% | +743+9.0% | Added |
| Pathway Financial Advisers, LLC | 9,276 | $532.3K | 0.15% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,649 | $545.8K | 0.02% | −315−3.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 9,682 | $555.6K | 0.16% | −1,501−13.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,764 | $560.3K | 0.00% | +5,056+107.4% | Added |
| Vanguard Global Advisers, LLC | 9,835 | $564.3K | 0.00% | +9,835 | New |
| Fifth Third Bancorp | 10,204 | $585.5K | 0.00% | +10,061+7,035.7% | Added |
| Manufacturers Life Insurance Company, The | 10,808 | $620.2K | 0.00% | −546−4.8% | Reduced |
| Louisiana State Employees Retirement System | 11,200 | $642.7K | 0.01% | −500−4.3% | Reduced |
| SG Americas Securities, LLC | 11,360 | $652.0K | 0.00% | −3,223−22.1% | Reduced |
| Cerity Partners LLC | 11,478 | $658.6K | 0.00% | +1,015+9.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,646 | $668.2K | 0.00% | −60−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 11,722 | $672.6K | 0.01% | −36−0.3% | Reduced |
| Graham Capital Management, L.P. | 12,199 | $700.0K | 0.02% | +12,199 | New |
| Janus Henderson Group PLC | 12,248 | $702.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,796 | $734.2K | 0.00% | −417−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 13,374 | $767.4K | 0.01% | −288−2.1% | Reduced |
| State of Alaska, Department of Revenue | 13,471 | $772.0K | 0.01% | −511−3.7% | Reduced |
| MetLife Investment Management | 13,999 | $803.3K | 0.00% | +254+1.8% | Added |
| Uncommon Cents Investing LLC | 15,266 | $875.9K | 0.20% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,191 | $929.1K | 0.00% | +907+5.9% | Added |
| Vanguard Asset Management, Ltd | 17,436 | $1.00M | 0.00% | +17,436 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,652 | $1.01M | 0.00% | −5,428−23.5% | Reduced |
| Marshall Wace, LLP | 17,673 | $1.01M | 0.00% | −11,807−40.1% | Reduced |
| Quantbot Technologies LP | 17,827 | $1.02M | 0.04% | +7,903+79.6% | Added |
| New York State Common Retirement Fund | 17,878 | $1.03M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,112 | $1.10M | 0.00% | +376+2.0% | Added |
| Susquehanna International Group, LLP | 19,805 | $1.14M | 0.00% | +3,800+23.7% | Added |
| Barclays PLC | 20,358 | $1.17M | 0.00% | −25,696−55.8% | Reduced |
| Winton Group Ltd | 21,165 | $1.21M | 0.04% | +422+2.0% | Added |
| BNP Paribas Arbitrage, SA | 21,532 | $1.24M | 0.00% | +10,022+87.1% | Added |
| Great West Life Assurance Co | 21,776 | $1.25M | 0.00% | −1,297−5.6% | Reduced |
| Thrivent Financial for Lutherans | 22,708 | $1.30M | 0.00% | −708−3.0% | Reduced |
| Heartland Advisors Inc | 23,501 | $1.35M | 0.07% | +757+3.3% | Added |
| Deutsche Bank AG | 23,735 | $1.36M | 0.00% | +2,596+12.3% | Added |
| Trexquant Investment LP | 24,223 | $1.39M | 0.01% | −6,507−21.2% | Reduced |
| California State Teachers Retirement System | 24,737 | $1.42M | 0.00% | −205−0.8% | Reduced |
| Cetera Investment Advisers | 24,790 | $1.42M | 0.00% | +230+0.9% | Added |
| Balyasny Asset Management LLC | 25,406 | $1.46M | 0.00% | +16,136+174.1% | Added |
| Prudential Financial Inc | 25,526 | $1.46M | 0.00% | +1,605+6.7% | Added |
| Man Group plc | 25,562 | $1.47M | 0.00% | +8,202+47.2% | Added |
| Alliancebernstein L.P. | 26,917 | $1.54M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 30,259 | $1.74M | 0.03% | +16,324+117.1% | Added |
| Bridge City Capital, LLC | 30,520 | $1.75M | 0.49% | −222−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 30,565 | $1.75M | 0.02% | +10,205+50.1% | Added |
| Voloridge Investment Management, LLC | 31,780 | $1.82M | 0.01% | −18,749−37.1% | Reduced |
| Squarepoint Ops LLC | 36,455 | $2.09M | 0.00% | +3,156+9.5% | Added |
| Gsa Capital Partners LLP | 37,068 | $2.13M | 0.13% | +37,068 | New |
| Price T Rowe Associates Inc | 37,350 | $2.14M | 0.00% | +4,765+14.6% | Added |
| First Trust Advisors LP | 38,990 | $2.24M | 0.00% | −17,768−31.3% | Reduced |
| Wells Fargo & Company | 40,184 | $2.31M | 0.00% | −41,185−50.6% | Reduced |
| Citigroup Inc | 41,053 | $2.36M | 0.00% | +3,230+8.5% | Added |
| Stifel Financial Corp | 41,989 | $2.41M | 0.00% | −844−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,300 | $2.43M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,835 | $2.46M | 0.00% | −55,534−56.5% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 42,854 | $2.46M | 2.41% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 47,951 | $2.75M | 0.00% | +465+1.0% | Added |
| Royal Bank of Canada | 48,725 | $2.80M | 0.00% | +817+1.7% | Added |
| SEI Investments Co | 49,477 | $2.84M | 0.00% | +3,024+6.5% | Added |
| Swiss National Bank | 50,450 | $2.89M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 52,179 | $2.99M | 0.01% | +47,267+962.3% | Added |
| Legal & General Group Plc | 56,600 | $3.25M | 0.00% | −6,450−10.2% | Reduced |
| Millennium Management LLC | 58,372 | $3.35M | 0.00% | −23,758−28.9% | Reduced |
| 1st Source Bank | 58,434 | $3.35M | 0.17% | +9,690+19.9% | Added |
| Renaissance Technologies LLC | 58,544 | $3.36M | 0.01% | −71,685−55.0% | Reduced |
| AQR Capital Management LLC | 59,214 | $3.40M | 0.00% | −21,410−26.6% | Reduced |
| Tudor Investment Corp Et Al | 59,947 | $3.44M | 0.02% | −34,975−36.8% | Reduced |
| Sym Financial Corp | 65,175 | $3.74M | 0.37% | +45,863+237.5% | Added |
| JPMorgan Chase & Co | 68,137 | $3.85M | 0.00% | −16,042−19.1% | Reduced |
| Rhumbline Advisers | 75,318 | $4.32M | 0.00% | +1,012+1.4% | Added |
| Point72 Asset Management, L.P. | 82,888 | $4.76M | 0.01% | −5,978−6.7% | Reduced |
| Public Sector Pension Investment Board | 90,185 | $5.17M | 0.02% | +1,786+2.0% | Added |
| Nuveen, LLC | 96,479 | $5.54M | 0.00% | +12,790+15.3% | Added |
| UBS Group AG | 102,400 | $5.88M | 0.00% | +64,315+168.9% | Added |
| D. E. Shaw & Co., Inc. | 105,188 | $6.04M | 0.00% | +28,685+37.5% | Added |