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 249 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
257
shares
|
$16,902
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
245
shares
|
$16,113
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
233
shares
|
$15,324
0.0% of portfolio
|
Q2 2025
Reduced 98.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
197
shares
|
$12,956
0.0% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
194
shares
|
$12,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
162
shares
|
$10,654
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
159
shares
|
$10,457
0.0% of portfolio
|
Q2 2025
Added 5200.0%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
155
shares
|
$10,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
128
shares
|
$8,418
0.0% of portfolio
|
Q2 2025
Added 56.1%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
127
shares
|
$8,352
0.0% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
109
shares
|
$7,168
0.0% of portfolio
|
Q2 2025
Added 31.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
93
shares
|
$6,116
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
82
shares
|
$5,393
0.0% of portfolio
|
Q2 2025
Reduced 47.1%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
82
shares
|
$5,393
0.0% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
79
shares
|
$5,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
78
shares
|
$5,130
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
77
shares
|
$5,064
0.0% of portfolio
|
Q1 2022
Reduced 18.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
66
shares
|
$4,340
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$3,420
0.0% of portfolio
|
Q2 2025
Reduced 44.09%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
50
shares
|
$3,288
0.0% of portfolio
|
Q2 2025
Reduced 51.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
50
shares
|
$3,288
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
46
shares
|
$3,025
0.0% of portfolio
|
Q2 2025
Added 557.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
34
shares
|
$2,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34
shares
|
$2,236
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
31
shares
|
$2,038
0.0% of portfolio
|
Q2 2025
Added 3.33%
|