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 |
|---|---|---|---|---|---|
| First Horizon Corp | 194 | $12.0K | 0.00% | +70+56.5% | Added |
| Essential Partners LLC | 187 | $11.5K | 0.01% | +153+450.0% | Added |
| Mather Group, LLC. | 183 | $11.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 175 | $10.8K | 0.00% | +132+307.0% | Added |
| Harbor Capital Advisors, Inc. | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 150 | $9.26K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 145 | $8.94K | 0.00% | +63+76.8% | Added |
| Optiver Holding B.V. | 142 | $8.76K | 0.00% | +106+294.4% | Added |
| Retirement Wealth Solutions LLC | 124 | $7.63K | 0.00% | +1+0.8% | Added |
| Los Angeles Capital Management LLC | 98 | $6.05K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 84 | $5.32K | 0.00% | +84 | New |
| WPG Advisers, LLC | 86 | $5.31K | 0.00% | +36+72.0% | Added |
| Rothschild Investment LLC | 83 | $5.12K | 0.00% | +59+245.8% | Added |
| UMA Financial Services, Inc. | 79 | $4.88K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 72 | $4.44K | 0.00% | +72 | New |
| Parkside Financial Bank & Trust | 68 | $4.20K | 0.00% | +26+61.9% | Added |
| Brown Brothers Harriman & Co | 62 | $3.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $3.46K | 0.00% | +55+5,500.0% | Added |
| Aster Capital Management (DIFC) Ltd | 56 | $3.46K | 0.00% | +56 | New |
| Whittier Trust Co of Nevada Inc | 55 | $3.39K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 52 | $3.21K | 0.00% | +52 | New |
| Versant Capital Management, Inc | 51 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 47 | $2.90K | 0.00% | +17+56.7% | Added |
| Copeland Capital Management, LLC | 44 | $2.77K | 0.00% | −606,320−100.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 41 | $2.53K | 0.00% | +13+46.4% | Added |
| True Wealth Design, LLC | 34 | $2.10K | 0.00% | +28+466.7% | Added |
| TD Capital Management LLC | 32 | $1.96K | 0.00% | +1+3.2% | Added |
| MPWM Advisory Solutions, LLC | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $1.30K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.30K | 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 |
| MidFirst Bank | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 17 | $1.04K | 0.00% | +17 | New |
| Covestor Ltd | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 16 | $988 | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 15 | $926 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 14 | $864 | 0.00% | +14 | New |
| Kilter Group LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $432 | 0.00% | +7 | 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 |
| JFS Wealth Advisors, LLC | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $247 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $185 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 2 | $151 | 0.00% | −252−99.2% | Reduced |
| CoreCap Advisors, LLC | 2 | $123 | 0.00% | +2 | New |
| 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 |
| Simplex Trading, LLC | 1 | $61 | 0.00% | −8−88.9% | Reduced |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| 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 |