Lakeland Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 3.69 M | $219.58 M | -1.22% | 14.37% |
| VANGUARD GROUP INC | 05/09/2025 | 1.89 M | $112.52 M | -2.44% | 7.36% |
| STATE STREET CORP | 05/15/2025 | 1.30 M | $77.11 M | -6.67% | 5.04% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 1.25 M | $74.47 M | -0.61% | 4.87% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 1.09 M | $64.93 M | -18.85% | 4.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 999.03 K | $59.38 M | 5.57% | 3.89% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2025 | 942.02 K | $55.99 M | -1.52% | 3.66% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 763.09 K | $45.36 M | -5.50% | 2.97% |
| COPELAND CAPITAL MANAGEMENT, LLC | 04/24/2025 | 740.62 K | $44.02 M | -3.08% | 2.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 621.53 K | $36.95 M | 3.16% | 2.42% |
| NORTHERN TRUST CORP | 05/13/2025 | 477.00 K | $28.35 M | 2.30% | 1.85% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 05/12/2025 | 475.10 K | $28.24 M | -0.21% | 1.85% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 349.87 K | $20.80 M | 4.09% | 1.36% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 328.88 K | $19.55 M | -4.42% | 1.28% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 284.21 K | $16.89 M | -28.02% | 1.11% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2025 | 283.61 K | $16.86 M | 0.24% | 1.10% |
| MORGAN STANLEY | 05/15/2025 | 256.25 K | $15.23 M | -0.07% | 1.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2025 | 241.44 K | $14.35 M | -55.13% | 0.94% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 202.75 K | $12.05 M | -3.65% | 0.79% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 199.32 K | $11.85 M | 327.87% | 0.78% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 05/14/2025 | 199.11 K | $11.84 M | 5.65% | 0.77% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 181.03 K | $10.76 M | 1.49% | 0.70% |
| MONARCH CAPITAL MANAGEMENT INC/ | 04/15/2025 | 152.77 K | $9.08 M | -1.49% | 0.59% |
| NFJ INVESTMENT GROUP, LLC | 05/15/2025 | 151.74 K | $9.02 M | -0.28% | 0.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 143.87 K | $8.55 M | 51.82% | 0.56% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 140.53 K | $8.35 M | 42.86% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 137.58 K | $8.18 M | 5.70% | 0.54% |
| FMR LLC | 05/12/2025 | 135.68 K | $8.06 M | 3.31% | 0.53% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 130.56 K | $7.76 M | 2.89% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 127.02 K | $7.55 M | 2.69% | 0.49% |
| APTUS CAPITAL ADVISORS, LLC | 05/13/2025 | 120.93 K | $7.19 M | 12.74% | 0.47% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 113.16 K | $6.73 M | 679.49% | 0.44% |
| JANE STREET GROUP, LLC | 05/19/2025 | 109.36 K | $6.50 M | 100.00% | 0.43% |
| INVESCO LTD. | 05/12/2025 | 95.62 K | $5.68 M | 8.43% | 0.37% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 90.86 K | $5.40 M | 55.85% | 0.35% |
| NATIXIS ADVISORS, L.P. | 05/08/2025 | 89.78 K | $5.34 M | -3.12% | 0.35% |
| CITADEL ADVISORS LLC | 05/15/2025 | 86.77 K | $5.16 M | 78.23% | 0.34% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 82.45 K | $4.90 M | 100.00% | 0.32% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 80.93 K | $4.81 M | 27.35% | 0.31% |
| 05/12/2025 | 80.68 K | $4.80 M | 100.00% | 0.31% | |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 80.26 K | $4.77 M | 910.14% | 0.31% |
| RHUMBLINE ADVISERS | 05/29/2025 | 79.77 K | $4.74 M | -4.21% | 0.31% |
| FIRST TRUST ADVISORS LP | 05/14/2025 | 76.15 K | $4.53 M | -75.21% | 0.30% |
| MARSHALL WACE, LLP | 05/15/2025 | 73.52 K | $4.37 M | 100.00% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 69.75 K | $4.15 M | -1.43% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 67.43 K | $4.01 M | 885.93% | 0.26% |
| LPL FINANCIAL LLC | 05/07/2025 | 66.17 K | $3.93 M | 0.52% | 0.26% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 62.09 K | $3.69 M | -0.46% | 0.24% |
| D. E. SHAW & CO., INC. | 05/15/2025 | 61.73 K | $3.67 M | 100.00% | 0.24% |
| ROYAL BANK OF CANADA | 05/15/2025 | 60.79 K | $3.61 M | 12.99% | 0.24% |
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Lakeland Financial Corporation institutional Ownership - FAQ's
During the previous two years, 308 institutional investors and hedge funds held shares of Lakeland Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 3.69 M
VANGUARD GROUP INC: 1.89 M
STATE STREET CORP: 1.3 M
Neuberger Berman Group LLC: 1.25 M
VICTORY CAPITAL MANAGEMENT INC: 1.09 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 999,033
83.30% of Lakeland Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 27.94 M shares in the last 24 months. This purchase volume represents approximately $1.68 B in transactions.