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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.

Institutional holdersQ1 2026: 235 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ1 2026: $1.20B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2025.

Institutions holding LKFN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Brothers Harriman & Co62$3.56K0.00%+62New
Whittier Trust Co of Nevada Inc55$3.21K0.00%+55New
Versant Capital Management, Inc51$2.93K0.00%+51New
Red Tortoise LLC50$2.87K0.00%00.0%Unchanged
WPG Advisers, LLC50$2.87K0.00%00.0%Unchanged
MAI Capital Management48$2.75K0.00%+27+128.6%Added
Whipplewood Advisors, LLC46$2.64K0.00%+46New
IFP Advisors, Inc43$2.47K0.00%−57−57.0%Reduced
Parkside Financial Bank & Trust42$2.41K0.00%00.0%Unchanged
Optiver Holding B.V.36$2.07K0.00%−22−37.9%Reduced
Essential Partners LLC34$1.95K0.00%−51−60.0%Reduced
TD Capital Management LLC31$1.81K0.00%00.0%Unchanged
Bare Financial Services, Inc30$1.72K0.00%+4+15.4%Added
Twin Peaks Wealth Advisors, LLC30$1.72K0.00%+30New
MPWM Advisory Solutions, LLC29$1.66K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co28$1.61K0.00%00.0%Unchanged
Signaturefd, LLC27$1.55K0.00%−3−10.0%Reduced
Rothschild Investment LLC24$1.38K0.00%−5−17.2%Reduced
Kayne Anderson Rudnick Investment Management LLC21$1.21K0.00%−360−94.5%Reduced
Keating Financial Advisory Services, Inc.20$1.15K0.00%+15+300.0%Added
MidFirst Bank19$1.09K0.00%00.0%Unchanged
Covestor Ltd12$1.00K0.00%+3+33.3%Added
Farmers & Merchants Investments Inc15$8610.00%00.0%Unchanged
Kilter Group LLC10$5740.00%+10New
Simplex Trading, LLC9$5160.00%+9New
Wall Street Financial Group, Inc.8$4590.00%+8New
True Wealth Design, LLC6$3450.00%−4−40.0%Reduced
Bruce G. Allen Investments, LLC5$2870.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$2300.00%−6−60.0%Reduced
Gilpin Wealth Management, LLC4$2300.00%+3+300.0%Added
Abound Wealth Management3$1730.00%00.0%Unchanged
Fortitude Family Office, LLC3$1720.00%+1+50.0%Added
Sunbelt Securities, Inc.2$1150.00%+2New
Rialto Wealth Management, LLC1$580.00%−2−66.7%Reduced
SJS Investment Consulting Inc.1$580.00%00.0%Unchanged
Two Sigma Advisers, LP0$00.00%−82,400−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−41,856−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−39,447−100.0%Sold out
Quest Partners LLC0$00.00%−32,545−100.0%Sold out
Verition Fund Management LLC0$00.00%−22,709−100.0%Sold out
Sippican Capital Advisors0$00.00%−17,164−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−13,328−100.0%Sold out
HSBC Holdings PLC0$00.00%−11,505−100.0%Sold out
Engineers Gate Manager LP0$00.00%−10,040−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−8,577−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−5,487−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−5,220−100.0%Sold out
Jump Financial, LLC0$00.00%−3,771−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−452−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−143−100.0%Sold out
Quarry LP0$00.00%−87−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−8−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−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