Recent Quarter Total Invested
$1.30 B
Recent Quarter Institutional Ownership Percentage
82.66%
Total Invested of Last Quarter
$1.41 B
Ownership Percentage of Last Quarter
82.7%
Lakeland Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 3.67 M | $226.03 M | -2.06% | 14.32% |
| VANGUARD GROUP INC | 08/13/2024 | 1.84 M | $113.25 M | -0.39% | 7.18% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 1.54 M | $94.64 M | -3.62% | 6.00% |
| STATE STREET CORP | 08/14/2024 | 1.25 M | $76.86 M | 3.47% | 4.87% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 1.10 M | $67.61 M | -2.26% | 4.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 875,754 | $53.88 M | 1.96% | 3.41% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2024 | 845,925 | $52.04 M | -12.81% | 3.30% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/15/2024 | 827,862 | $50.93 M | 10.10% | 3.23% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 816,549 | $50.23 M | 1.38% | 3.18% |
| COPELAND CAPITAL MANAGEMENT, LLC | 07/26/2024 | 744,616 | $45.81 M | 0.58% | 2.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 599,445 | $36.89 M | 3.88% | 2.34% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 08/13/2024 | 538,735 | $33.14 M | -2.40% | 2.10% |
| NORTHERN TRUST CORP | 08/14/2024 | 470,817 | $28.96 M | -0.46% | 1.84% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 357,595 | $22.00 M | -2.66% | 1.39% |
| BOSTON TRUST WALDEN CORP | 07/19/2024 | 337,721 | $20.78 M | -0.06% | 1.32% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 291,035 | $17.90 M | -0.03% | 1.13% |
| MORGAN STANLEY | 10/17/2024 | 244,253 | $15.03 M | -2.86% | 0.95% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 233,836 | $14.39 M | 5.81% | 0.91% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 232,888 | $14.33 M | 0.29% | 0.91% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 218,224 | $13.43 M | -0.05% | 0.85% |
| EAGLE ASSET MANAGEMENT INC | 08/12/2024 | 193,211 | $11.70 M | 48.36% | 0.75% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 08/13/2024 | 187,811 | $11.55 M | 0.00% | 0.73% |
| NFJ INVESTMENT GROUP, LLC | 08/14/2024 | 172,891 | $10.64 M | -4.29% | 0.67% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 162,344 | $9.99 M | 67.35% | 0.63% |
| MONARCH CAPITAL MANAGEMENT INC/ | 07/24/2024 | 158,845 | $9.77 M | -1.11% | 0.62% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 134,721 | $8.29 M | -26.59% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 125,807 | $7.74 M | -4.68% | 0.49% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 121,941 | $7.50 M | -3.55% | 0.48% |
| SEGALL BRYANT & HAMILL, LLC | 08/14/2024 | 118,660 | $7.30 M | -11.92% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 114,281 | $7.03 M | 7.85% | 0.45% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 101,919 | $6.27 M | 17.85% | 0.40% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 98,219 | $6.04 M | 132.50% | 0.38% |
| RHUMBLINE ADVISERS | 08/01/2024 | 85,828 | $5.28 M | -1.90% | 0.33% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 80,991 | $4.98 M | -48.34% | 0.32% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 73,798 | $4.54 M | 2.34% | 0.29% |
| INVESCO LTD. | 08/13/2024 | 69,255 | $4.26 M | -0.59% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 68,522 | $4.22 M | -12.64% | 0.27% |
| APTUS CAPITAL ADVISORS, LLC | 07/31/2024 | 65,224 | $4.01 M | 24.83% | 0.25% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 61,980 | $3.81 M | -13.82% | 0.24% |
| LPL FINANCIAL LLC | 08/07/2024 | 59,885 | $3.68 M | 4.72% | 0.23% |
| CITADEL ADVISORS LLC | 08/14/2024 | 59,702 | $3.67 M | 319.73% | 0.23% |
| FMR LLC | 08/13/2024 | 58,398 | $3.59 M | -2.40% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 57,051 | $3.51 M | 686.80% | 0.22% |
| JPMORGAN CHASE & CO | 08/12/2024 | 56,833 | $3.50 M | 20.48% | 0.22% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 56,492 | $3.48 M | 144.04% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/14/2024 | 56,141 | $3.45 M | 7.69% | 0.22% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 52,709 | $3.24 M | 144.11% | 0.21% |
| SWISS NATIONAL BANK | 08/08/2024 | 51,150 | $3.15 M | 1.99% | 0.20% |
| ROYAL BANK OF CANADA | 11/06/2024 | 49,736 | $3.06 M | 2.81% | 0.19% |
| 1ST SOURCE BANK | 08/08/2024 | 49,534 | $3.05 M | -0.14% | 0.19% |
Lakeland Financial Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of LKFN shares?
During the previous two years, 111 institutional investors and hedge funds held shares of Lakeland Financial Corporation. The most heavily invested institutionals were:
Opal Wealth Advisors, LLC: 0
CKW FINANCIAL GROUP: 0
VisionPoint Advisory Group, LLC: 0
TEXAS PERMANENT SCHOOL FUND CORP: 0
CIBC Private Wealth Group, LLC: 0
North Star Investment Management Corp.: 0
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What percentage of Lakeland Financial Corporation stock is owned by institutional investors?
82.66% of Lakeland Financial Corporation stock is owned by institutional investors.
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How much institutional buying is happening at LKFN ?
Institutional investors have bought a total of 12.05 M shares in the last 24 months. This purchase volume represents approximately $882.59 M in transactions.