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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 11,360 | $652.0K | 0.00% | −3,223−22.1% | Reduced |
| Louisiana State Employees Retirement System | 11,200 | $642.7K | 0.01% | −500−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 10,808 | $620.2K | 0.00% | −546−4.8% | Reduced |
| Fifth Third Bancorp | 10,204 | $585.5K | 0.00% | +10,061+7,035.7% | Added |
| Vanguard Global Advisers, LLC | 9,835 | $564.3K | 0.00% | +9,835 | New |
| Schonfeld Strategic Advisors LLC | 9,764 | $560.3K | 0.00% | +5,056+107.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 9,682 | $555.6K | 0.16% | −1,501−13.4% | Reduced |
| Smartleaf Asset Management LLC | 9,649 | $545.8K | 0.02% | −315−3.2% | Reduced |
| Pathway Financial Advisers, LLC | 9,276 | $532.3K | 0.15% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,955 | $513.8K | 0.03% | +743+9.0% | Added |
| O'Shaughnessy Asset Management, LLC | 8,544 | $490.3K | 0.00% | +1,023+13.6% | Added |
| Arrowstreet Capital, Limited Partnership | 8,426 | $483.5K | 0.00% | +8,426 | New |
| Great Lakes Advisors, LLC | 8,073 | $463.2K | 0.00% | +8,073 | New |
| Amalgamated Bank | 7,259 | $417.0K | 0.00% | −146−2.0% | Reduced |
| Quantinno Capital Management LP | 7,171 | $411.5K | 0.00% | +1,486+26.1% | Added |
| Snowden Capital Advisors LLC | 7,119 | $408.5K | 0.01% | −1,065−13.0% | Reduced |
| Arizona State Retirement System | 7,012 | $402.3K | 0.00% | −125−1.8% | Reduced |
| KFG Wealth Management, LLC | 6,827 | $391.8K | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,738 | $386.6K | 0.00% | −111−1.6% | Reduced |
| RSM US Wealth Management LLC | 6,727 | $386.0K | 0.00% | −7−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 6,630 | $380.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,555 | $376.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,474 | $371.5K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 6,447 | $369.9K | 0.00% | +6,447 | New |
| Teachers Retirement System of the State of Kentucky | 6,402 | $368.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 6,412 | $367.9K | 0.04% | −1,028−13.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,237 | $357.9K | 0.00% | −83−1.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 6,230 | $357.5K | 0.00% | +6,230 | New |
| CX Institutional | 6,052 | $347.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,030 | $346.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,984 | $343.4K | 0.00% | +1,124+23.1% | Added |
| Intech Investment Management LLC | 5,960 | $342.0K | 0.00% | −3,858−39.3% | Reduced |
| State of Tennessee, Treasury Department | 5,796 | $332.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,738 | $329.2K | 0.00% | −100−1.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,574 | $319.8K | 0.02% | −30,618−84.6% | Reduced |
| KLP Kapitalforvaltning AS | 5,500 | $315.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,490 | $315.0K | 0.00% | +767+16.2% | Added |
| Mirabella Financial Services LLP | 5,387 | $309.1K | 0.03% | +5,387 | New |
| New York State Teachers Retirement System | 5,285 | $303.0K | 0.00% | −855−13.9% | Reduced |
| Pathstone Holdings, LLC | 5,198 | $298.3K | 0.00% | +5,198 | New |
| The PNC Financial Services Group, Inc. | 5,074 | $291.1K | 0.00% | +2,488+96.2% | Added |
| Legato Capital Management LLC | 4,861 | $278.9K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,822 | $276.7K | 0.02% | −2,411−33.3% | Reduced |
| HighTower Advisors, LLC | 4,775 | $274.0K | 0.00% | −3,675−43.5% | Reduced |
| Voya Investment Management LLC | 4,586 | $263.1K | 0.00% | −199−4.2% | Reduced |
| Captrust Financial Advisors | 4,434 | $254.4K | 0.00% | −169−3.7% | Reduced |
| Arkadios Wealth Advisors | 4,363 | $250.4K | 0.00% | −131−2.9% | Reduced |
| Security Financial Services, INC. | 4,222 | $242.3K | 0.04% | 00.0% | Unchanged |
| Odyssean, LLC | 4,186 | $240.2K | 0.09% | +4,186 | New |
| Entropy Technologies, LP | 4,100 | $235.3K | 0.01% | +4,100 | New |
| Canada Pension Plan Investment Board | 4,000 | $229.5K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,998 | $229.4K | 0.00% | −9−0.2% | Reduced |
| Sapient Capital LLC | 3,950 | $226.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,944 | $226.3K | 0.00% | −454−10.3% | Reduced |
| Public Employees Retirement Association of Colorado | 3,902 | $224.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,859 | $221.5K | 0.03% | +91+2.4% | Added |
| Pictet Asset Management Holding SA | 3,772 | $216.4K | 0.00% | −71−1.8% | Reduced |
| Maryland State Retirement & Pension System | 3,736 | $214.4K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,704 | $212.6K | 0.00% | −4,758−56.2% | Reduced |
| Centiva Capital, LP | 3,543 | $203.3K | 0.01% | +3,543 | New |
| Terry L. Blaker | 3,500 | $200.8K | 0.01% | +3,500 | New |
| US Bancorp | 2,324 | $133.4K | 0.00% | +181+8.4% | Added |
| State of Wyoming | 2,188 | $125.5K | 0.01% | −243−10.0% | Reduced |
| Ensign Peak Advisors, Inc | 2,144 | $123.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,101 | $120.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,962 | $110.9K | 0.00% | −146−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,525 | $87.5K | 0.00% | −1,064−41.1% | Reduced |
| Advisory Services Network, LLC | 1,510 | $86.6K | 0.00% | +1,510 | New |
| Clear Street Markets LLC | 1,500 | $86.1K | 0.04% | +1,500 | New |
| Rockefeller Capital Management L.P. | 1,465 | $84.1K | 0.00% | +736+101.0% | Added |
| GAMMA Investing LLC | 1,439 | $82.6K | 0.00% | −349−19.5% | Reduced |
| KBC Group NV | 998 | $57.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 756 | $43.4K | 0.00% | −388−33.9% | Reduced |
| SRS Capital Advisors, Inc. | 567 | $32.5K | 0.00% | −18−3.1% | Reduced |
| TD Private Client Wealth LLC | 557 | $32.0K | 0.00% | +149+36.5% | Added |
| Hantz Financial Services, Inc. | 516 | $30.0K | 0.00% | +281+119.6% | Added |
| Salomon & Ludwin, LLC | 488 | $28.4K | 0.00% | +240+96.8% | Added |
| Ronald Blue Trust, Inc. | 477 | $27.4K | 0.00% | +93+24.2% | Added |
| Sterling Capital Management LLC | 456 | $26.2K | 0.00% | −285−38.5% | Reduced |
| Indiana Trust & Investment Management CO | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $22.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 351 | $20.1K | 0.00% | +29+9.0% | Added |
| Advisor Group Holdings, Inc. | 310 | $17.8K | 0.00% | +79+34.2% | Added |
| Public Employees Retirement System of Ohio | 277 | $15.9K | 0.00% | +21+8.2% | Added |
| Bank of Jackson Hole Trust | 275 | $15.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 254 | $15.8K | 0.00% | +3+1.2% | Added |
| EverSource Wealth Advisors, LLC | 253 | $14.5K | 0.00% | −120−32.2% | Reduced |
| Umb Bank N A | 221 | $12.7K | 0.00% | −33−13.0% | Reduced |
| Harbour Investments, Inc. | 217 | $12.5K | 0.00% | −1,778−89.1% | Reduced |
| RWM Asset Management, LLC | 195 | $11.2K | 0.00% | +195 | New |
| Mather Group, LLC. | 183 | $10.5K | 0.00% | +183 | New |
| Harbor Capital Advisors, Inc. | 169 | $10.0K | 0.00% | +64+61.0% | Added |
| Allworth Financial LP | 151 | $8.66K | 0.00% | +37+32.5% | Added |
| First Horizon Corp | 124 | $7.12K | 0.00% | +35+39.3% | Added |
| Retirement Wealth Solutions LLC | 123 | $7.07K | 0.00% | −87−41.4% | Reduced |
| Los Angeles Capital Management LLC | 98 | $5.62K | 0.00% | −3,220−97.0% | Reduced |
| Quadrant Capital Group LLC | 89 | $5.11K | 0.00% | −9−9.2% | Reduced |
| Farther Finance Advisors, LLC | 82 | $4.76K | 0.00% | +59+256.5% | Added |
| UMA Financial Services, Inc. | 79 | $4.53K | 0.00% | −9−10.2% | Reduced |
| Root Financial Partners, LLC | 73 | $4.19K | 0.00% | +9+14.1% | Added |