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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 108,219 | $6.21M | 0.00% | +2,726+2.6% | Added |
| ProShare Advisors LLC | 112,869 | $6.48M | 0.01% | +6,355+6.0% | Added |
| Envestnet Asset Management Inc | 114,944 | $6.60M | 0.00% | −1,681−1.4% | Reduced |
| American Century Companies Inc | 115,785 | $6.64M | 0.00% | −2,216−1.9% | Reduced |
| Principal Financial Group Inc | 122,986 | $7.06M | 0.00% | +1,102+0.9% | Added |
| Monarch Capital Management Inc | 147,958 | $8.49M | 2.08% | −5,507−3.6% | Reduced |
| Aptus Capital Advisors, LLC | 155,267 | $8.91M | 0.07% | +1,560+1.0% | Added |
| Kennedy Capital Management, Inc. | 156,745 | $8.99M | 0.19% | −2,491−1.6% | Reduced |
| Vanguard Fiduciary Trust Co | 168,925 | $9.69M | 0.00% | +168,925 | New |
| Citadel Advisors LLC | 189,875 | $10.9M | 0.01% | +107,730+131.1% | Added |
| Qube Research & Technologies Ltd | 195,093 | $11.2M | 0.02% | +21,665+12.5% | Added |
| Bank of New York Mellon Corp | 204,490 | $11.7M | 0.00% | −3,115−1.5% | Reduced |
| Timucuan Asset Management Inc | 210,411 | $12.1M | 0.44% | +10,650+5.3% | Added |
| Morgan Stanley | 224,210 | $12.9M | 0.00% | −29,845−11.7% | Reduced |
| Goldman Sachs Group Inc | 224,843 | $12.9M | 0.00% | −26,627−10.6% | Reduced |
| FMR LLC | 230,027 | $13.2M | 0.00% | +35,844+18.5% | Added |
| Raymond James Financial Inc | 296,585 | $16.8M | 0.01% | +2,772+0.9% | Added |
| Ameriprise Financial Inc | 294,848 | $16.9M | 0.00% | −2,943−1.0% | Reduced |
| Boston Trust Walden Corp | 303,942 | $17.4M | 0.14% | −40,377−11.7% | Reduced |
| Northern Trust Corp | 318,933 | $18.3M | 0.00% | −11,072−3.4% | Reduced |
| Bank of America Corp | 321,410 | $18.4M | 0.00% | +14,584+4.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 328,082 | $18.8M | 0.06% | +720+0.2% | Added |
| Two Sigma Investments, LP | 356,641 | $20.5M | 0.02% | +175,760+97.2% | Added |
| NFJ Investment Group, LLC | 453,232 | $26.0M | 0.99% | +3,990+0.9% | Added |
| Neumeier Poma Investment Counsel LLC | 478,164 | $27.4M | 2.26% | −4,080−0.8% | Reduced |
| Vanguard Portfolio Management LLC | 573,728 | $32.9M | 0.00% | +573,728 | New |
| Copeland Capital Management, LLC | 606,364 | $34.8M | 0.77% | −9,316−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 636,117 | $36.5M | 0.26% | −88,819−12.3% | Reduced |
| Geode Capital Management, LLC | 636,788 | $36.5M | 0.00% | +19,034+3.1% | Added |
| Dimensional Fund Advisors LP | 672,171 | $38.6M | 0.01% | −34,053−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 869,268 | $49.9M | 0.01% | −179,929−17.1% | Reduced |
| Vanguard Capital Management LLC | 1,098,043 | $63.0M | 0.00% | +1,098,043 | New |
| State Street Corp | 1,378,699 | $79.1M | 0.00% | +104,659+8.2% | Added |
| Neuberger Berman Group LLC | 2,165,397 | $124.3M | 0.09% | +382,559+21.5% | Added |
| BlackRock, Inc. | 3,536,366 | $202.9M | 0.00% | −24,843−0.7% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −82,400−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −41,856−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −39,447−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −32,545−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −22,709−100.0% | Sold out |
| Sippican Capital Advisors | 0 | $0 | 0.00% | −17,164−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,328−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,505−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,577−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |