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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 5,049 | $311.6K | 0.00% | +463+10.1% | Added |
| Intech Investment Management LLC | 5,333 | $329.2K | 0.00% | −627−10.5% | Reduced |
| Marshall Wace, LLP | 5,382 | $332.2K | 0.00% | −12,291−69.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,383 | $332.2K | 0.00% | −4,381−44.9% | Reduced |
| KLP Kapitalforvaltning AS | 5,500 | $339.5K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,638 | $348.0K | 0.00% | −100−1.7% | Reduced |
| Axq Capital, LP | 5,687 | $351.0K | 0.04% | +5,687 | New |
| Pathstone Holdings, LLC | 5,723 | $353.2K | 0.00% | +525+10.1% | Added |
| Jane Street Group, LLC | 5,745 | $354.6K | 0.00% | −37,090−86.6% | Reduced |
| State of Tennessee, Treasury Department | 5,796 | $357.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,809 | $358.5K | 0.00% | −4,395−43.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,897 | $364.0K | 0.00% | −2,647−31.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,908 | $364.6K | 0.00% | −329−5.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,984 | $369.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,016 | $371.3K | 0.00% | +942+18.6% | Added |
| Handelsbanken Fonder AB | 6,030 | $372.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,040 | $373.0K | 0.00% | +755+14.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,048 | $373.3K | 0.00% | +558+10.2% | Added |
| CX Institutional | 6,052 | $374.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,060 | $374.0K | 0.00% | −13,745−69.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 6,230 | $384.5K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,402 | $395.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 6,481 | $400.0K | 0.04% | +6,481 | New |
| Captrust Financial Advisors | 6,485 | $400.3K | 0.00% | +2,051+46.3% | Added |
| ISAM Funds (UK) Ltd | 6,500 | $401.2K | 0.28% | +6,500 | New |
| RSM US Wealth Management LLC | 6,561 | $405.0K | 0.00% | −166−2.5% | Reduced |
| Yousif Capital Management, LLC | 6,615 | $408.3K | 0.00% | −123−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 6,630 | $409.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,679 | $412.2K | 0.00% | +6,679 | New |
| Amalgamated Bank | 6,689 | $413.0K | 0.00% | −570−7.9% | Reduced |
| Legato Capital Management LLC | 6,825 | $421.2K | 0.03% | +1,964+40.4% | Added |
| KFG Wealth Management, LLC | 6,827 | $421.4K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,832 | $421.7K | 0.00% | −180−2.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,207 | $444.8K | 0.00% | +7,207 | New |
| Police & Firemen's Retirement System of New Jersey | 7,320 | $451.8K | 0.00% | +846+13.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,734 | $467.1K | 0.00% | +7,734 | New |
| Great Lakes Advisors, LLC | 7,929 | $489.4K | 0.00% | −144−1.8% | Reduced |
| CI Private Wealth, LLC | 8,344 | $515.0K | 0.00% | +8,344 | New |
| Mercer Global Advisors Inc | 8,481 | $523.4K | 0.00% | +8,481 | New |
| HSBC Holdings PLC | 8,605 | $529.0K | 0.00% | +8,605 | New |
| Freestone Grove Partners LP | 9,103 | $561.8K | 0.00% | +2,656+41.2% | Added |
| State of Alaska, Department of Revenue | 9,226 | $569.0K | 0.01% | −4,245−31.5% | Reduced |
| Pathway Financial Advisers, LLC | 9,276 | $572.5K | 0.14% | 00.0% | Unchanged |
| Numerai GP LLC | 9,424 | $581.6K | 0.05% | +3,012+47.0% | Added |
| Barclays PLC | 9,543 | $589.0K | 0.00% | −10,815−53.1% | Reduced |
| Smartleaf Asset Management LLC | 9,649 | $589.1K | 0.02% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 9,835 | $607.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,369 | $640.0K | 0.00% | −2,427−19.0% | Reduced |
| Gsa Capital Partners LLP | 10,406 | $642.0K | 0.04% | −26,662−71.9% | Reduced |
| Jump Financial, LLC | 10,525 | $649.6K | 0.01% | +10,525 | New |
| Manufacturers Life Insurance Company, The | 10,541 | $650.6K | 0.00% | −267−2.5% | Reduced |
| Jain Global LLC | 10,724 | $661.9K | 0.01% | +10,724 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,213 | $667.7K | 0.20% | −7,469−77.1% | Reduced |
| Royal Bank of Canada | 10,853 | $670.0K | 0.00% | −37,872−77.7% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $672.7K | 0.01% | −300−2.7% | Reduced |
| CWM Advisors, LLC | 11,041 | $681.5K | 0.03% | +2,086+23.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,428 | $705.3K | 0.00% | −218−1.9% | Reduced |
| BKD Wealth Advisors, LLC | 11,722 | $723.5K | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 11,780 | $727.1K | 0.01% | +11,780 | New |
| Jupiter Topco LLC | 12,248 | $756.4K | 0.00% | +12,248 | New |
| Mariner, LLC | 12,797 | $789.8K | 0.00% | +12,797 | New |
| Illinois Municipal Retirement Fund | 13,330 | $822.7K | 0.01% | −44−0.3% | Reduced |
| SG Americas Securities, LLC | 13,472 | $831.0K | 0.00% | +2,112+18.6% | Added |
| Graham Capital Management, L.P. | 13,975 | $862.5K | 0.02% | +1,776+14.6% | Added |
| Rafferty Asset Management, LLC | 14,078 | $868.9K | 0.00% | −5,034−26.3% | Reduced |
| MetLife Investment Management | 14,429 | $890.6K | 0.00% | +430+3.1% | Added |
| Mirabella Financial Services LLP | 14,442 | $891.4K | 0.09% | +9,055+168.1% | Added |
| Cerity Partners LLC | 14,493 | $894.5K | 0.00% | +3,015+26.3% | Added |
| Uncommon Cents Investing LLC | 15,266 | $942.2K | 0.20% | 00.0% | Unchanged |
| Quantbot Technologies LP | 15,983 | $986.5K | 0.04% | −1,844−10.3% | Reduced |
| Russell Investments Group, Ltd. | 16,770 | $1.04M | 0.00% | +579+3.6% | Added |
| Quadrature Capital Ltd | 16,999 | $1.05M | 0.01% | +16,999 | New |
| Vanguard Asset Management, Ltd | 17,436 | $1.08M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 18,165 | $1.12M | 0.00% | −24,135−57.1% | Reduced |
| Cetera Investment Advisers | 18,442 | $1.14M | 0.00% | −6,348−25.6% | Reduced |
| Quantinno Capital Management LP | 19,703 | $1.22M | 0.00% | +12,532+174.8% | Added |
| Trexquant Investment LP | 20,568 | $1.27M | 0.01% | −3,655−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,819 | $1.28M | 0.00% | +3,167+17.9% | Added |
| Envestnet Asset Management Inc | 21,012 | $1.30M | 0.00% | −93,932−81.7% | Reduced |
| Winton Group Ltd | 21,407 | $1.32M | 0.04% | +242+1.1% | Added |
| New York State Common Retirement Fund | 21,455 | $1.32M | 0.00% | +3,577+20.0% | Added |
| Great West Life Assurance Co | 21,769 | $1.34M | 0.00% | −70.0% | Reduced |
| Thrivent Financial for Lutherans | 22,234 | $1.37M | 0.00% | −474−2.1% | Reduced |
| Heartland Advisors Inc | 23,248 | $1.43M | 0.06% | −253−1.1% | Reduced |
| Wesbanco Bank Inc | 23,300 | $1.44M | 0.04% | +23,300 | New |
| Alliancebernstein L.P. | 25,377 | $1.46M | 0.00% | −1,540−5.7% | Reduced |
| Ieq Capital, LLC | 23,875 | $1.47M | 0.01% | +20,171+544.6% | Added |
| Campbell & CO Investment Adviser LLC | 23,900 | $1.48M | 0.08% | +18,326+328.8% | Added |
| Dark Forest Capital Management LP | 25,093 | $1.55M | 0.10% | +20,271+420.4% | Added |
| Prudential Financial Inc | 25,736 | $1.59M | 0.00% | +210+0.8% | Added |
| Citigroup Inc | 25,903 | $1.60M | 0.00% | −15,150−36.9% | Reduced |
| SEI Investments Co | 26,828 | $1.66M | 0.00% | −22,649−45.8% | Reduced |
| Deutsche Bank AG | 27,668 | $1.71M | 0.00% | +3,933+16.6% | Added |
| BNP Paribas Arbitrage, SA | 28,626 | $1.77M | 0.00% | +7,094+32.9% | Added |
| California State Teachers Retirement System | 28,884 | $1.78M | 0.00% | +4,147+16.8% | Added |
| Sym Financial Corp | 30,711 | $1.90M | 0.15% | −34,464−52.9% | Reduced |
| XTX Topco Ltd | 30,924 | $1.91M | 0.02% | +665+2.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 34,454 | $2.13M | 1.86% | −8,400−19.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,842 | $2.21M | 0.04% | +35,842 | New |
| First Trust Advisors LP | 40,161 | $2.48M | 0.00% | +1,171+3.0% | Added |