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 261 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 $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
77
shares
|
$4,482
0.0% of portfolio
|
Q1 2022
Reduced 18.95%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
70
shares
|
$4,075
0.0% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
66
shares
|
$3,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
66
shares
|
$3,842
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
57
shares
|
$3,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
50
shares
|
$2,911
0.0% of portfolio
|
Q2 2025
Reduced 51.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
50
shares
|
$2,911
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
42
shares
|
$2,445
0.0% of portfolio
|
Q3 2025
Added 1300.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34
shares
|
$1,979
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
34
shares
|
$1,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
32
shares
|
$1,863
0.0% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
31
shares
|
$1,804
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
30
shares
|
$1,746
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$1,688
0.0% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
27
shares
|
$1,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
24
shares
|
$1,397
0.0% of portfolio
|
Q3 2025
Added 140.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,397
0.0% of portfolio
|
Q3 2025
Reduced 87.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
18
shares
|
$1,047
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
17
shares
|
$989
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$756
0.0% of portfolio
|
Q3 2025
Added 550.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
12
shares
|
$698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
7
shares
|
$407
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
7
shares
|
$407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5
shares
|
$291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3
shares
|
$174
0.0% of portfolio
|
Q2 2025
New holding
|
|