Lakeland Financial Corp

LKFN

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000721994

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Lakeland Financial Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 2; 0 vs. Q2 2026
Shares held: 7.83K; +1.73K (+28.3%) vs. Q2 2026
Total value: $451.8K; +$74.6K (+19.8%) vs. Q2 2026
New holders: 0; 2 more added
Sold out: 0; 0 more reduced

253 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders

Value held

Institutions holding LKFN and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q2 2026.

Institutions holding LKFN in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
CWM Advisors, LLC	–	–	–	–	Not filed
Louisiana State Employees Retirement System	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Fi3 FINANCIAL ADVISORS, LLC	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Numerai GP LLC	–	–	–	–	Not filed
Pathway Financial Advisers, LLC	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Freestone Grove Partners LP	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Great Lakes Advisors, LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
KFG Wealth Management, LLC	–	–	–	–	Not filed
Legato Capital Management LLC	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
ISAM Funds (UK) Ltd	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Atom Investors LP	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Handelsbanken Fonder AB	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Schonfeld Strategic Advisors LLC	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Security Financial Services, INC.	–	–	–	–	Not filed
Odyssean, LLC	–	–	–	–	Not filed
Inceptionr LLC	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Sapient Capital LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
DRW Securities, LLC	–	–	–	–	Not filed
Aquatic Capital Management LLC	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
MQS Management LLC	–	–	–	–	Not filed
Terry L. Blaker	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Revolve Wealth Partners, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Indiana Trust & Investment Management CO	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
NBH Bank	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed