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 |
|---|---|---|---|---|---|
| Bridge City Capital, LLC | 41,741 | $2.58M | 0.59% | +11,221+36.8% | Added |
| Price T Rowe Associates Inc | 45,747 | $2.82M | 0.00% | +8,397+22.5% | Added |
| UBS Asset Management Americas Inc | 47,503 | $2.93M | 0.00% | −448−0.9% | Reduced |
| 1st Source Bank | 47,696 | $2.94M | 0.13% | −10,738−18.4% | Reduced |
| JPMorgan Chase & Co | 47,910 | $2.99M | 0.00% | −20,227−29.7% | Reduced |
| Tudor Investment Corp Et Al | 49,386 | $3.05M | 0.01% | −10,561−17.6% | Reduced |
| Swiss National Bank | 49,650 | $3.06M | 0.00% | −800−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 52,885 | $3.26M | 0.03% | +22,320+73.0% | Added |
| Legal & General Group Plc | 57,209 | $3.53M | 0.00% | +609+1.1% | Added |
| Man Group plc | 57,985 | $3.58M | 0.01% | +32,423+126.8% | Added |
| Wells Fargo & Company | 58,784 | $3.63M | 0.00% | +18,600+46.3% | Added |
| Squarepoint Ops LLC | 64,317 | $3.97M | 0.01% | +27,862+76.4% | Added |
| Rhumbline Advisers | 66,749 | $4.12M | 0.00% | −8,569−11.4% | Reduced |
| Renaissance Technologies LLC | 72,968 | $4.50M | 0.01% | +14,424+24.6% | Added |
| Arrowstreet Capital, Limited Partnership | 82,235 | $5.08M | 0.00% | +73,809+876.0% | Added |
| Public Sector Pension Investment Board | 85,608 | $5.28M | 0.01% | −4,577−5.1% | Reduced |
| Nuveen, LLC | 96,932 | $5.98M | 0.00% | +453+0.5% | Added |
| Point72 Asset Management, L.P. | 99,820 | $6.16M | 0.01% | +16,932+20.4% | Added |
| Invesco Ltd. | 101,334 | $6.25M | 0.00% | −6,885−6.4% | Reduced |
| Millennium Management LLC | 111,414 | $6.88M | 0.00% | +53,042+90.9% | Added |
| ProShare Advisors LLC | 113,127 | $6.98M | 0.01% | +258+0.2% | Added |
| Principal Financial Group Inc | 121,241 | $7.48M | 0.00% | −1,745−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 122,938 | $7.59M | 0.00% | +17,750+16.9% | Added |
| UBS Group AG | 126,602 | $7.81M | 0.00% | +24,202+23.6% | Added |
| Monarch Capital Management Inc | 146,833 | $9.06M | 2.08% | −1,125−0.8% | Reduced |
| Kennedy Capital Management, Inc. | 152,293 | $9.40M | 0.17% | −4,452−2.8% | Reduced |
| Aptus Capital Advisors, LLC | 156,213 | $9.64M | 0.07% | +946+0.6% | Added |
| Vanguard Fiduciary Trust Co | 172,916 | $10.7M | 0.00% | +3,991+2.4% | Added |
| Goldman Sachs Group Inc | 200,893 | $12.4M | 0.00% | −23,950−10.7% | Reduced |
| AQR Capital Management LLC | 203,681 | $12.6M | 0.00% | +144,467+244.0% | Added |
| Bank of New York Mellon Corp | 208,318 | $12.9M | 0.00% | +3,828+1.9% | Added |
| Timucuan Asset Management Inc | 210,411 | $13.0M | 0.48% | 00.0% | Unchanged |
| Bank of America Corp | 216,625 | $13.4M | 0.00% | −104,785−32.6% | Reduced |
| Morgan Stanley | 227,207 | $14.0M | 0.00% | +2,997+1.3% | Added |
| NFJ Investment Group, LLC | 232,747 | $14.4M | 0.49% | −220,485−48.6% | Reduced |
| Qube Research & Technologies Ltd | 241,188 | $14.9M | 0.02% | +46,095+23.6% | Added |
| Citadel Advisors LLC | 242,114 | $14.9M | 0.01% | +52,239+27.5% | Added |
| FMR LLC | 252,764 | $15.6M | 0.00% | +22,737+9.9% | Added |
| Northern Trust Corp | 271,574 | $16.8M | 0.00% | −47,359−14.8% | Reduced |
| Ameriprise Financial Inc | 292,152 | $18.0M | 0.00% | −2,696−0.9% | Reduced |
| Boston Trust Walden Corp | 293,880 | $18.1M | 0.14% | −10,062−3.3% | Reduced |
| Raymond James Financial Inc | 300,208 | $18.5M | 0.01% | +3,623+1.2% | Added |
| American Century Companies Inc | 355,466 | $21.9M | 0.01% | +239,681+207.0% | Added |
| Two Sigma Investments, LP | 417,612 | $25.8M | 0.02% | +60,971+17.1% | Added |
| Neumeier Poma Investment Counsel LLC | 497,399 | $30.7M | 2.10% | +19,235+4.0% | Added |
| Silvercrest Asset Management Group LLC | 588,817 | $36.3M | 0.24% | −47,300−7.4% | Reduced |
| Vanguard Portfolio Management LLC | 598,952 | $37.0M | 0.00% | +25,224+4.4% | Added |
| Geode Capital Management, LLC | 661,616 | $40.8M | 0.00% | +24,828+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 679,655 | $41.9M | 0.11% | +351,573+107.2% | Added |
| Dimensional Fund Advisors LP | 687,078 | $42.4M | 0.01% | +14,907+2.2% | Added |
| Charles Schwab Investment Management Inc | 940,862 | $58.1M | 0.01% | +71,594+8.2% | Added |
| Vanguard Capital Management LLC | 1,065,329 | $65.8M | 0.00% | −32,714−3.0% | Reduced |
| State Street Corp | 1,428,098 | $88.1M | 0.00% | +49,399+3.6% | Added |
| Neuberger Berman Group LLC | 2,175,765 | $134.3M | 0.09% | +10,368+0.5% | Added |
| BlackRock, Inc. | 3,639,015 | $224.6M | 0.00% | +102,649+2.9% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −52,179−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −41,989−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −31,780−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,406−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −7,119−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |