Lakeland Financial Corporation
US ˙ NasdaqGS ˙ US5116561003

SecurityLKFN / Lakeland Financial Corporation
InstitutionPrudential Financial Inc
Latest Disclosed Ownership25,526 shares
Latest Disclosed Value $ 1,464,682
Prudential Financial Inc reports 6.71% increase in ownership of LKFN / Lakeland Financial Corporation

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 25,526 shares of Lakeland Financial Corporation (US:LKFN) valued at $1,464,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,921 shares of Lakeland Financial Corporation. This represents a change in shares of 6.71% during the quarter. The current value of the position is $1,531,305 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LAKELAND FINL COM 511656100 25,526 1,605 6.71 1,465 7.33 0.0010
2026-02-13 2025-12-31 13F LAKELAND FINL COM 511656100 23,921 -1,717 -6.70 1,365 -17.08 0.0016
2025-11-13 2025-09-30 13F LAKELAND FINL COM 511656100 25,638 -1,000 -3.75 1,646 -14.86 0.0020
2025-08-12 2025-06-30 13F LAKELAND FINL COM 511656100 26,638 1,711 6.86 1,932 30.45 0.0025
2025-05-13 2025-03-31 13F LAKELAND FINL COM 511656100 24,927 -878 -3.40 1,482 -21.60 0.0021
2025-02-11 2024-12-31 13F LAKELAND FINL COM 511656100 25,805 -2,907 -10.12 1,889 1.07 0.0026
2024-11-14 2024-09-30 13F LAKELAND FINL COM 511656100 28,712 -6,008 -17.30 1,870 -12.46 0.0026
2024-08-13 2024-06-30 13F LAKELAND FINL COM 511656100 34,720 -1,145 -3.19 2,136 -10.22 0.0032
2024-05-14 2024-03-31 13F LAKELAND FINL COM 511656100 35,865 835 2.38 2,379 4.21 0.0033
2024-02-13 2023-12-31 13F LAKELAND FINL COM 511656100 35,030 -216 -0.61 2,283 36.48 0.0034
2023-11-13 2023-09-30 13F LAKELAND FINL COM 511656100 35,246 -1,116 -3.07 1,673 -5.22 0.0026
2023-08-11 2023-06-30 13F LAKELAND FINL COM 511656100 36,362 6,777 22.91 1,764 -11.36 0.0026
2023-05-12 2023-03-31 13F LAKELAND FINL COM 511656100 29,585 -1,177 -3.83 1,991 -11.32 0.0031
2023-02-14 2022-12-31 13F LAKELAND FINL COM 511656100 30,762 -120 -0.39 2,245 -1.88 0.0038
2022-11-04 2022-09-30 13F LAKELAND FINL COM 511656100 30,882 809 2.69 2,287 15.27 0.0039
2022-08-15 2022-06-30 13F LAKELAND FINL COM 511656100 30,073 1,837 6.51 1,984 -3.74 0.0031
2022-05-13 2022-03-31 13F LAKELAND FINL COM 511656100 28,236 -213 -0.75 2,061 0.15 0.0027
2022-02-14 2021-12-31 13F LAKELAND FINL COM 511656100 28,449 -420 -1.45 2,058 10.41 0.0026
2021-11-15 2021-09-30 13F LAKELAND FINL COM 511656100 28,869 25,124 670.87 1,864 706.93 0.0026
2021-08-16 2021-06-30 13F LAKELAND FINL COM 511656100 3,745 326 9.53 231 -2.53 0.0003
2021-05-12 2021-03-31 13F LAKELAND FINL COM 511656100 3,419 3,419 237 0.0004
2020-05-12 2020-03-31 13F LAKELAND FINL COM 511656100 0 -1,554 -100.00 0 -100.00
2021-08-05 2019-12-31 13F/A-1 LAKELAND FINL COM 0048 511656100 1,554 1,554 76 0.0198
2020-02-11 2019-12-31 13F LAKELAND FINL COM 511656100 4,354 4,354 214 0.0003
2019-11-13 2019-09-30 13F LAKELAND FINL COM 511656100 0 -1,021 -100.00 0 -100.00
2021-08-05 2019-06-30 13F/A-1 LAKELAND FINL COM 511656100 1,021 466 83.96 48 92.00 0.0167
2019-08-08 2019-06-30 13F LAKELAND FINL COM 511656100 4,363 3,808 205 0.0003
2021-08-05 2019-03-31 13F/A-1 LAKELAND FINL COM 511656100 555 555 25 0.0106
2019-05-15 2019-03-31 13F LAKELAND FINL COM 511656100 4,723 4,723 214 0.0004
2019-02-07 2018-12-31 13F LAKELAND FINL COM 511656100 0 -5,412 -100.00 0 -100.00
2018-11-07 2018-09-30 13F LAKELAND FINL COM 511656100 5,412 -140 -2.52 252 -5.62 0.0004
2018-08-13 2018-06-30 13F LAKELAND FINL COM 511656100 5,552 80 1.46 267 5.53 0.0004
2018-05-04 2018-03-31 13F LAKELAND FINL COM 511656100 5,472 30 0.55 253 -4.17 0.0004
2018-02-13 2017-12-31 13F LAKELAND FINL COM 511656100 5,442 -120 -2.16 264 -2.58 0.0004
2017-11-02 2017-09-30 13F LAKELAND FINL COM 511656100 5,562 60 1.09 271 7.54 0.0004
2017-08-07 2017-06-30 13F LAKELAND FINL COM 511656100 5,502 230 4.36 252 10.53 0.0004
2017-05-10 2017-03-31 13F LAKELAND FINL COM 511656100 5,272 80 1.54 228 -7.32 0.0004
2017-02-07 2016-12-31 13F LAKELAND FINL COM 511656100 5,192 5,192 0.00 246 0.0004
2016-05-09 2016-03-31 13F LAKELAND FINL COM 511656100 0 -17,634 -100.00 0 -100.00
2016-02-12 2015-12-31 13F LAKELAND FINL COM 511656100 17,634 -49,578 -73.76 822 -72.92 0.0015
2015-11-10 2015-09-30 13F LAKELAND FINL COM 511656100 67,212 -28,900 -30.07 3,035 -27.18 0.0060
2015-08-06 2015-06-30 13F LAKELAND FINL COM 511656100 96,112 -1,600 -1.64 4,168 5.12 0.0074
2015-05-01 2015-03-31 13F LAKELAND FINL COM 511656100 97,712 47,493 94.57 3,965 81.63 0.0069
2015-02-06 2014-12-31 13F LAKELAND FINL COM 511656100 50,219 2,300 4.80 2,183 21.48 0.0040
2014-11-12 2014-09-30 13F LAKELAND FINL COM 511656100 47,919 5,632 13.32 1,797 11.34 0.0034
2014-08-13 2014-06-30 13F LAKELAND FINL COM 511656100 42,287 12,768 43.25 1,614 35.97 0.0028
2014-05-14 2014-03-31 13F LAKELAND FINL COM 511656100 29,519 -20,700 -41.22 1,187 -39.41 0.0022
2014-02-11 2013-12-31 13F LAKELAND FINL COM 511656100 50,219 -2,000 -3.83 1,959 14.90 0.0039
2013-11-07 2013-09-30 13F LAKELAND FINL COM 511656100 52,219 17,200 49.12 1,705 75.41 0.0036
2013-08-07 2013-06-30 13F LAKELAND FINL COM 511656100 35,019 35,019 972 0.0022
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.