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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
296
shares
|
$19,231
0.0% of portfolio
|
Q1 2025
Added 854.84%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
278
shares
|
$18,061
0.0% of portfolio
|
Q2 2025
Reduced 55.16%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
275
shares
|
$17,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
257
shares
|
$16,697
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
245
shares
|
$15,917
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
214
shares
|
$13,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
206
shares
|
$13,383
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
191
shares
|
$12,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
164
shares
|
$10,655
0.0% of portfolio
|
Q4 2024
Added 239.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
161
shares
|
$10,460
0.0% of portfolio
|
Q1 2025
Reduced 50.76%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
141
shares
|
$9,160
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
127
shares
|
$8,251
0.0% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
109
shares
|
$7,081
0.0% of portfolio
|
Q2 2025
Added 31.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
103
shares
|
$6,691
0.01% of portfolio
|
Q1 2025
Added 221.88%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
93
shares
|
$6,042
0.0% of portfolio
|
Q4 2024
Reduced 68.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
93
shares
|
$6,042
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
86
shares
|
$5,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
82
shares
|
$5,327
0.0% of portfolio
|
Q2 2025
Reduced 47.1%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
82
shares
|
$5,327
0.0% of portfolio
|
Q1 2024
Reduced 22.64%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
79
shares
|
$5,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
78
shares
|
$5,067
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
77
shares
|
$5,002
0.0% of portfolio
|
Q1 2022
Reduced 18.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
66
shares
|
$4,288
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$3,378
0.0% of portfolio
|
Q2 2025
Reduced 44.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$3,248
0.0% of portfolio
|
Q1 2025
Added 100.0%
|