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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 10,900 | $672.7K | 0.01% | −300−2.7% | Reduced |
| Royal Bank of Canada | 10,853 | $670.0K | 0.00% | −37,872−77.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,213 | $667.7K | 0.20% | −7,469−77.1% | Reduced |
| Jain Global LLC | 10,724 | $661.9K | 0.01% | +10,724 | New |
| Manufacturers Life Insurance Company, The | 10,541 | $650.6K | 0.00% | −267−2.5% | Reduced |
| Jump Financial, LLC | 10,525 | $649.6K | 0.01% | +10,525 | New |
| Gsa Capital Partners LLP | 10,406 | $642.0K | 0.04% | −26,662−71.9% | Reduced |
| LPL Financial LLC | 10,369 | $640.0K | 0.00% | −2,427−19.0% | Reduced |
| Vanguard Global Advisers, LLC | 9,835 | $607.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,649 | $589.1K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 9,543 | $589.0K | 0.00% | −10,815−53.1% | Reduced |
| Numerai GP LLC | 9,424 | $581.6K | 0.05% | +3,012+47.0% | Added |
| Pathway Financial Advisers, LLC | 9,276 | $572.5K | 0.14% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,226 | $569.0K | 0.01% | −4,245−31.5% | Reduced |
| Freestone Grove Partners LP | 9,103 | $561.8K | 0.00% | +2,656+41.2% | Added |
| HSBC Holdings PLC | 8,605 | $529.0K | 0.00% | +8,605 | New |
| Mercer Global Advisors Inc | 8,481 | $523.4K | 0.00% | +8,481 | New |
| CI Private Wealth, LLC | 8,344 | $515.0K | 0.00% | +8,344 | New |
| Great Lakes Advisors, LLC | 7,929 | $489.4K | 0.00% | −144−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,734 | $467.1K | 0.00% | +7,734 | New |
| Police & Firemen's Retirement System of New Jersey | 7,320 | $451.8K | 0.00% | +846+13.1% | Added |
| Sequoia Financial Advisors, LLC | 7,207 | $444.8K | 0.00% | +7,207 | New |
| Arizona State Retirement System | 6,832 | $421.7K | 0.00% | −180−2.6% | Reduced |
| KFG Wealth Management, LLC | 6,827 | $421.4K | 0.05% | 00.0% | Unchanged |
| Legato Capital Management LLC | 6,825 | $421.2K | 0.03% | +1,964+40.4% | Added |
| Amalgamated Bank | 6,689 | $413.0K | 0.00% | −570−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,679 | $412.2K | 0.00% | +6,679 | New |
| State Board of Administration of Florida Retirement System | 6,630 | $409.2K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,615 | $408.3K | 0.00% | −123−1.8% | Reduced |
| RSM US Wealth Management LLC | 6,561 | $405.0K | 0.00% | −166−2.5% | Reduced |
| ISAM Funds (UK) Ltd | 6,500 | $401.2K | 0.28% | +6,500 | New |
| Captrust Financial Advisors | 6,485 | $400.3K | 0.00% | +2,051+46.3% | Added |
| Atom Investors LP | 6,481 | $400.0K | 0.04% | +6,481 | New |
| Teachers Retirement System of the State of Kentucky | 6,402 | $395.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,230 | $384.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,060 | $374.0K | 0.00% | −13,745−69.4% | Reduced |
| CX Institutional | 6,052 | $374.0K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,048 | $373.3K | 0.00% | +558+10.2% | Added |
| New York State Teachers Retirement System | 6,040 | $373.0K | 0.00% | +755+14.3% | Added |
| Handelsbanken Fonder AB | 6,030 | $372.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,016 | $371.3K | 0.00% | +942+18.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,984 | $369.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,908 | $364.6K | 0.00% | −329−5.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,897 | $364.0K | 0.00% | −2,647−31.0% | Reduced |
| Fifth Third Bancorp | 5,809 | $358.5K | 0.00% | −4,395−43.1% | Reduced |
| State of Tennessee, Treasury Department | 5,796 | $357.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,745 | $354.6K | 0.00% | −37,090−86.6% | Reduced |
| Pathstone Holdings, LLC | 5,723 | $353.2K | 0.00% | +525+10.1% | Added |
| Axq Capital, LP | 5,687 | $351.0K | 0.04% | +5,687 | New |
| Oregon Public Employees Retirement Fund | 5,638 | $348.0K | 0.00% | −100−1.7% | Reduced |
| KLP Kapitalforvaltning AS | 5,500 | $339.5K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,383 | $332.2K | 0.00% | −4,381−44.9% | Reduced |
| Marshall Wace, LLP | 5,382 | $332.2K | 0.00% | −12,291−69.5% | Reduced |
| Intech Investment Management LLC | 5,333 | $329.2K | 0.00% | −627−10.5% | Reduced |
| Voya Investment Management LLC | 5,049 | $311.6K | 0.00% | +463+10.1% | Added |
| HighTower Advisors, LLC | 4,730 | $291.9K | 0.00% | −45−0.9% | Reduced |
| Arkadios Wealth Advisors | 4,409 | $272.1K | 0.00% | +46+1.1% | Added |
| Security Financial Services, INC. | 4,222 | $260.6K | 0.04% | 00.0% | Unchanged |
| Odyssean, LLC | 4,186 | $258.4K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 4,091 | $252.5K | 0.06% | +4,091 | New |
| Canada Pension Plan Investment Board | 4,000 | $246.9K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,950 | $243.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,902 | $241.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,812 | $235.3K | 0.00% | +40+1.1% | Added |
| Victory Capital Management Inc | 3,781 | $233.4K | 0.00% | −217−5.4% | Reduced |
| DRW Securities, LLC | 3,751 | $231.5K | 0.01% | +3,751 | New |
| Aquatic Capital Management LLC | 3,737 | $230.6K | 0.01% | +3,737 | New |
| Creative Planning | 3,662 | $226.0K | 0.00% | +3,662 | New |
| Maryland State Retirement & Pension System | 3,636 | $224.4K | 0.00% | −100−2.7% | Reduced |
| MQS Management LLC | 3,579 | $220.9K | 0.27% | +3,579 | New |
| Terry L. Blaker | 3,500 | $216.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 3,458 | $213.4K | 0.00% | +3,458 | New |
| State of Wisconsin Investment Board | 3,354 | $207.0K | 0.00% | +3,354 | New |
| Revolve Wealth Partners, LLC | 3,340 | $206.1K | 0.02% | +3,340 | New |
| Ameritas Investment Partners, Inc. | 2,252 | $139.0K | 0.00% | +151+7.2% | Added |
| Ensign Peak Advisors, Inc | 2,144 | $132.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,139 | $132.0K | 0.00% | −185−8.0% | Reduced |
| Jones Financial Companies LLLP | 1,953 | $122.4K | 0.00% | −9−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,774 | $109.5K | 0.00% | +1,207+212.9% | Added |
| GAMMA Investing LLC | 1,689 | $104.2K | 0.00% | +250+17.4% | Added |
| Rockefeller Capital Management L.P. | 1,465 | $90.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,348 | $83.2K | 0.00% | −177−11.6% | Reduced |
| KBC Group NV | 998 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 841 | $51.9K | 0.00% | +364+76.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 772 | $47.6K | 0.00% | +16+2.1% | Added |
| TD Private Client Wealth LLC | 765 | $47.2K | 0.00% | +208+37.3% | Added |
| Nisa Investment Advisors, LLC | 706 | $43.6K | 0.00% | +355+101.1% | Added |
| Allworth Financial LP | 659 | $40.7K | 0.00% | +508+336.4% | Added |
| Global Retirement Partners, LLC | 614 | $37.9K | 0.00% | +614 | New |
| Advisor Group Holdings, Inc. | 530 | $32.7K | 0.00% | +220+71.0% | Added |
| Salomon & Ludwin, LLC | 488 | $30.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 462 | $29.0K | 0.00% | −54−10.5% | Reduced |
| Indiana Trust & Investment Management CO | 400 | $24.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 392 | $24.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 373 | $23.0K | 0.00% | +120+47.4% | Added |
| Public Employees Retirement System of Ohio | 302 | $18.6K | 0.00% | +25+9.0% | Added |
| Bessemer Group Inc | 262 | $17.0K | 0.00% | −6,293−96.0% | Reduced |
| NBH Bank | 275 | $17.0K | 0.01% | +275 | New |
| Umb Bank N A | 267 | $16.5K | 0.00% | +46+20.8% | Added |
| Sterling Capital Management LLC | 249 | $15.4K | 0.00% | −207−45.4% | Reduced |