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, Q2 2026
Institutional positions in Lakeland Financial Corp as of Jun 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
- Institutional holders
- 255
- +24 vs. Q1 2026
- Shares held
- 21.0M
- +202.1K (+1.0%) vs. Q1 2026
- Total value
- $1.30B
- +$103.5M (+8.7%) vs. Q1 2026
- New holders
- 45
- 95 more added
- Sold out
- 21
- 69 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Simplex Trading, LLC | 1 | $61 | 0.00% | −8−88.9% | Reduced |
| Rialto Wealth Management, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $62 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $62 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $123 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $151 | 0.00% | −252−99.2% | Reduced |
| Fortitude Family Office, LLC | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $185 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $247 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $309 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $309 | 0.00% | +1+25.0% | Added |
| Action Point Financial Planning, LLC | 5 | $309 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 7 | $432 | 0.00% | +7 | New |
| Kilter Group LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 14 | $864 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $926 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $988 | 0.00% | +16 | New |
| Covestor Ltd | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Horizon Investments, LLC | 17 | $1.04K | 0.00% | +17 | New |
| MidFirst Bank | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.23K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $1.30K | 0.00% | +21 | New |
| Signaturefd, LLC | 27 | $1.67K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 32 | $1.96K | 0.00% | +1+3.2% | Added |
| True Wealth Design, LLC | 34 | $2.10K | 0.00% | +28+466.7% | Added |
| Northwestern Mutual Wealth Management Co | 41 | $2.53K | 0.00% | +13+46.4% | Added |
| Copeland Capital Management, LLC | 44 | $2.77K | 0.00% | −606,320−100.0% | Reduced |
| Bare Financial Services, Inc | 47 | $2.90K | 0.00% | +17+56.7% | Added |
| Versant Capital Management, Inc | 51 | $3.15K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 52 | $3.21K | 0.00% | +52 | New |
| Whittier Trust Co of Nevada Inc | 55 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 56 | $3.46K | 0.00% | +56 | New |
| SJS Investment Consulting Inc. | 56 | $3.46K | 0.00% | +55+5,500.0% | Added |
| Brown Brothers Harriman & Co | 62 | $3.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $4.20K | 0.00% | +26+61.9% | Added |
| Quarry LP | 72 | $4.44K | 0.00% | +72 | New |
| UMA Financial Services, Inc. | 79 | $4.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 83 | $5.12K | 0.00% | +59+245.8% | Added |
| WPG Advisers, LLC | 86 | $5.31K | 0.00% | +36+72.0% | Added |
| Synergy Investment Management, LLC | 84 | $5.32K | 0.00% | +84 | New |
| Los Angeles Capital Management LLC | 98 | $6.05K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 124 | $7.63K | 0.00% | +1+0.8% | Added |
| Optiver Holding B.V. | 142 | $8.76K | 0.00% | +106+294.4% | Added |
| Farther Finance Advisors, LLC | 145 | $8.94K | 0.00% | +63+76.8% | Added |
| Nykredit A/S | 150 | $9.26K | 0.00% | +150 | New |
| Harbor Capital Advisors, Inc. | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 175 | $10.8K | 0.00% | +132+307.0% | Added |
| Mather Group, LLC. | 183 | $11.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 187 | $11.5K | 0.01% | +153+450.0% | Added |
| First Horizon Corp | 194 | $12.0K | 0.00% | +70+56.5% | Added |
| Sterling Capital Management LLC | 249 | $15.4K | 0.00% | −207−45.4% | Reduced |
| Umb Bank N A | 267 | $16.5K | 0.00% | +46+20.8% | Added |
| NBH Bank | 275 | $17.0K | 0.01% | +275 | New |
| Bessemer Group Inc | 262 | $17.0K | 0.00% | −6,293−96.0% | Reduced |
| Public Employees Retirement System of Ohio | 302 | $18.6K | 0.00% | +25+9.0% | Added |
| EverSource Wealth Advisors, LLC | 373 | $23.0K | 0.00% | +120+47.4% | Added |
| Creative Financial Designs Inc | 392 | $24.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 400 | $24.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 462 | $29.0K | 0.00% | −54−10.5% | Reduced |
| Salomon & Ludwin, LLC | 488 | $30.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 530 | $32.7K | 0.00% | +220+71.0% | Added |
| Global Retirement Partners, LLC | 614 | $37.9K | 0.00% | +614 | New |
| Allworth Financial LP | 659 | $40.7K | 0.00% | +508+336.4% | Added |
| Nisa Investment Advisors, LLC | 706 | $43.6K | 0.00% | +355+101.1% | Added |
| TD Private Client Wealth LLC | 765 | $47.2K | 0.00% | +208+37.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 772 | $47.6K | 0.00% | +16+2.1% | Added |
| Ronald Blue Trust, Inc. | 841 | $51.9K | 0.00% | +364+76.3% | Added |
| KBC Group NV | 998 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,348 | $83.2K | 0.00% | −177−11.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,465 | $90.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,689 | $104.2K | 0.00% | +250+17.4% | Added |
| SRS Capital Advisors, Inc. | 1,774 | $109.5K | 0.00% | +1,207+212.9% | Added |
| Jones Financial Companies LLLP | 1,953 | $122.4K | 0.00% | −9−0.5% | Reduced |
| US Bancorp | 2,139 | $132.0K | 0.00% | −185−8.0% | Reduced |
| Ensign Peak Advisors, Inc | 2,144 | $132.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,252 | $139.0K | 0.00% | +151+7.2% | Added |
| Revolve Wealth Partners, LLC | 3,340 | $206.1K | 0.02% | +3,340 | New |
| State of Wisconsin Investment Board | 3,354 | $207.0K | 0.00% | +3,354 | New |
| Bank of Montreal | 3,458 | $213.4K | 0.00% | +3,458 | New |
| Terry L. Blaker | 3,500 | $216.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 3,579 | $220.9K | 0.27% | +3,579 | New |
| Maryland State Retirement & Pension System | 3,636 | $224.4K | 0.00% | −100−2.7% | Reduced |
| Creative Planning | 3,662 | $226.0K | 0.00% | +3,662 | New |
| Aquatic Capital Management LLC | 3,737 | $230.6K | 0.01% | +3,737 | New |
| DRW Securities, LLC | 3,751 | $231.5K | 0.01% | +3,751 | New |
| Victory Capital Management Inc | 3,781 | $233.4K | 0.00% | −217−5.4% | Reduced |
| Pictet Asset Management Holding SA | 3,812 | $235.3K | 0.00% | +40+1.1% | Added |
| Public Employees Retirement Association of Colorado | 3,902 | $241.0K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $243.8K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 4,000 | $246.9K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 4,091 | $252.5K | 0.06% | +4,091 | New |
| Odyssean, LLC | 4,186 | $258.4K | 0.04% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,222 | $260.6K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,409 | $272.1K | 0.00% | +46+1.1% | Added |
| HighTower Advisors, LLC | 4,730 | $291.9K | 0.00% | −45−0.9% | Reduced |