Institutional Ownership Lakeland Financial Corp (LKFN)
This table provides information about the institutional ownership of Lakeland Financial Corp (LKFN). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
50
shares
|
$3,248
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
48
shares
|
$3,118
0.0% of portfolio
|
Q1 2025
Added 585.71%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
39
shares
|
$2,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34
shares
|
$2,208
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
34
shares
|
$2,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
30
shares
|
$1,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
28
shares
|
$1,819
0.0% of portfolio
|
Q1 2025
Reduced 83.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
27
shares
|
$1,754
0.0% of portfolio
|
Q2 2022
Reduced 37.21%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
18
shares
|
$1,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
18
shares
|
$1,169
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
17
shares
|
$1,104
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
14
shares
|
$909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$649
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
8
shares
|
$519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$519
0.0% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
7
shares
|
$454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7
shares
|
$454
0.0% of portfolio
|
Q1 2025
Reduced 84.78%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5
shares
|
$324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4
shares
|
$259
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3
shares
|
$194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3
shares
|
$194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3
shares
|
$194
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3
shares
|
$194
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2
shares
|
$129
0.0% of portfolio
|
Q2 2025
Added 100.0%
|