Lakeland Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.71 M | $241.29 M | 100.00% | 14.43% |
| VANGUARD GROUP INC | 11/13/2024 | 1.84 M | $119.84 M | -0.03% | 7.17% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.49 M | $96.71 M | -3.46% | 5.78% |
| STATE STREET CORP | 11/14/2024 | 1.28 M | $83.15 M | 2.21% | 4.97% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 1.09 M | $71.26 M | -0.42% | 4.26% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 904,941 | $58.93 M | 9.31% | 3.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 902,968 | $58.80 M | 3.11% | 3.52% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 826,445 | $53.82 M | -2.30% | 3.22% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 801,218 | $52.17 M | -1.88% | 3.12% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/21/2024 | 745,939 | $48.58 M | 0.18% | 2.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 605,007 | $39.41 M | 0.93% | 2.36% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 11/13/2024 | 488,502 | $31.81 M | -9.32% | 1.90% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 348,891 | $22.72 M | -2.43% | 1.36% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 296,966 | $19.34 M | 266.67% | 1.16% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 290,725 | $18.93 M | -0.11% | 1.13% |
| MORGAN STANLEY | 11/14/2024 | 279,880 | $18.23 M | 14.59% | 1.09% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 250,139 | $18.11 M | 29.46% | 0.97% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 207,377 | $13.50 M | -10.95% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 199,848 | $13.01 M | -14.54% | 0.78% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 199,477 | $12.99 M | 22.87% | 0.78% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 11/13/2024 | 188,461 | $12.27 M | 0.35% | 0.73% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2024 | 161,651 | $10.53 M | -6.50% | 0.63% |
| MONARCH CAPITAL MANAGEMENT INC/ | 10/16/2024 | 157,725 | $10.27 M | -0.71% | 0.61% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 138,781 | $9.04 M | -36.40% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 131,954 | $8.59 M | 15.46% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 126,306 | $8.23 M | 3.58% | 0.49% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 122,233 | $7.96 M | -9.27% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 120,276 | $7.83 M | -4.40% | 0.47% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 110,528 | $7.20 M | -6.85% | 0.43% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 95,441 | $6.22 M | -6.36% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 93,095 | $6.06 M | 996.78% | 0.36% |
| INVESCO LTD. | 11/12/2024 | 84,916 | $5.53 M | 22.61% | 0.33% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 84,347 | $5.49 M | -14.12% | 0.33% |
| RHUMBLINE ADVISERS | 11/12/2024 | 83,299 | $5.42 M | -2.95% | 0.32% |
| FMR LLC | 11/13/2024 | 82,428 | $5.37 M | 41.15% | 0.32% |
| APTUS CAPITAL ADVISORS, LLC | 11/05/2024 | 75,418 | $4.91 M | 15.63% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 72,902 | $4.75 M | -1.21% | 0.28% |
| FORVIS WEALTH ADVISORS, LLC | 11/14/2024 | 68,620 | $4.47 M | 480.44% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 68,522 | $4.46 M | 0.00% | 0.27% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 66,295 | $4.32 M | 6.96% | 0.26% |
| LPL FINANCIAL LLC | 11/08/2024 | 61,781 | $4.02 M | 3.17% | 0.24% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 60,894 | $3.97 M | 7.79% | 0.24% |
| JPMORGAN CHASE & CO | 11/08/2024 | 57,933 | $3.77 M | 1.94% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 55,405 | $3.61 M | -7.20% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 54,141 | $3.53 M | -3.56% | 0.21% |
| BARCLAYS PLC | 11/19/2024 | 50,960 | $3.32 M | 130.49% | 0.20% |
| ROYAL BANK OF CANADA | 11/14/2024 | 50,021 | $3.26 M | 0.57% | 0.19% |
| SWISS NATIONAL BANK | 11/07/2024 | 49,850 | $3.25 M | -2.54% | 0.19% |
| 1ST SOURCE BANK | 12/11/2024 | 48,744 | $3.17 M | -1.59% | 0.19% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 10/29/2024 | 45,955 | $2.99 M | 2.28% | 0.18% |
Lakeland Financial Corporationinstitutional Ownership - FAQ's
During the previous two years, 288 institutional investors and hedge funds held shares of Lakeland Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.71 M
VANGUARD GROUP INC: 1.84 M
VICTORY CAPITAL MANAGEMENT INC: 1.49 M
STATE STREET CORP: 1.28 M
Neuberger Berman Group LLC: 1.09 M
SILVERCREST ASSET MANAGEMENT GROUP LLC: 904,941
83.11% of Lakeland Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 26.93 M shares in the last 24 months. This purchase volume represents approximately $1.86 B in transactions.