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Lakeland Financial (LKFN) Institutional Ownership

$60.11
-0.99 (-1.62%)
(As of 05:18 PM ET)

Institutional Ownership Changes (13F Filings) for Lakeland Financial (NASDAQ:LKFN)

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$106.53M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$46.38M
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LKFN Institutional Buying and Selling by Quarter

Lakeland Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank15,669$1.04M0.0%-7.2%0.061%
5/16/2024 California State Teachers Retirement System25,374$1.68M0.0%-5.1%0.100%
5/16/2024 Kennedy Capital Management LLC86,483$5.74M0.1%-7.8%0.339%
5/16/2024 Silvercrest Asset Management Group LLC751,888$49.87M0.3%-14.2%2.949%
5/15/2024 Price T Rowe Associates Inc. MD17,044$1.13M0.0%+5.3%0.067%
5/14/2024 EntryPoint Capital LLC745$49K0.0%-29.5%0.003%
5/14/2024 CANADA LIFE ASSURANCE Co21,562$1.43M0.0%+5.6%0.085%
5/13/2024 Bessemer Group Inc.6,884$457K0.0%-10.7%0.027%
5/10/2024 Vanguard Group Inc.1,848,101$122.57M0.0%+0.0%7.247%
5/10/2024 1ST Source Bank49,604$3.29M0.2%-1.3%0.195%
5/9/2024 State Board of Administration of Florida Retirement System8,146$510K0.0%+14.9%0.032%
5/8/2024 ProShare Advisors LLC5,020$333K0.0%+7.4%0.020%
5/8/2024 Russell Investments Group Ltd.14,944$991K0.0%-27.7%0.059%
5/8/2024 Rosenthal Henry Capital Advisors Inc.44,930$2.98M4.0%-25.0%0.176%
5/8/2024 Inspire Investing LLC5,402$358K0.0%-8.2%0.021%
5/7/2024 Sei Investments Co.26,508$1.76M0.0%-1.0%0.104%
5/7/2024 Illinois Municipal Retirement Fund13,855$919K0.0%-1.8%0.054%
5/7/2024 SG Americas Securities LLC2,291$152K0.0%-21.6%0.009%
5/6/2024 SYM FINANCIAL Corp28,347$1.88M0.3%-12.9%0.111%
5/6/2024 Texas Permanent School Fund Corp22,257$1.48M0.0%+1.3%0.087%
5/2/2024 Choreo LLC11,800$783K0.0%N/A0.045%
5/2/2024 Sippican Capital Advisors3,362$223K0.2%N/A0.013%
5/1/2024 BNP Paribas Financial Markets12,344$819K0.0%+82.3%0.048%
5/1/2024 Mirae Asset Global Investments Co. Ltd.19,810$1.29M0.0%+72.2%0.076%
4/29/2024 Principal Financial Group Inc.131,977$8.75M0.0%-0.4%0.508%
4/26/2024 Yousif Capital Management LLC11,398$756K0.0%-9.3%0.044%
4/19/2024 KFG Wealth Management LLC15,027$997K0.4%-14.3%0.058%
4/12/2024 Bridge City Capital LLC31,402$2.08M0.8%+0.8%0.121%
4/5/2024 GAMMA Investing LLC461$31K0.0%-48.7%0.002%
3/22/2024 PNC Financial Services Group Inc.4,666$304K0.0%-28.4%0.018%
3/11/2024 Vanguard Group Inc.1,847,688$120.40M0.0%+2.4%7.115%
3/1/2024 Goldman Sachs Group Inc.357,088$23.27M0.0%-5.4%1.400%
2/15/2024 Comerica Bank16,877$1.10M0.0%+1.7%0.066%
2/13/2024 Rafferty Asset Management LLC27,782$1.81M0.0%+42.0%0.109%
2/12/2024 Eagle Asset Management Inc.145,447$9.48M0.1%+100.9%0.572%
2/12/2024 Hsbc Holdings PLC46,055$3.02M0.0%N/A0.181%
2/9/2024 Aigen Investment Management LP4,322$282K0.1%N/A0.017%
2/9/2024 Corient Private Wealth LLC11,109$724K0.0%+18.0%0.044%
2/9/2024 Wells Fargo & Company MN170,508$11.11M0.0%-2.2%0.670%
2/9/2024 PNC Financial Services Group Inc.4,666$304K0.0%-28.4%0.018%
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2/8/2024 Heartland Advisors Inc.23,699$1.54M0.1%-5.7%0.093%
2/8/2024 Goelzer Investment Management Inc.5,940$387K0.0%N/A0.023%
2/8/2024 1ST Source Bank50,254$3.28M0.2%-3.3%0.198%
2/7/2024 Principal Financial Group Inc.132,470$8.63M0.0%-3.3%0.521%
2/7/2024 Dimensional Fund Advisors LP781,429$50.92M0.0%+1.4%3.073%
2/7/2024 BNP Paribas Financial Markets6,773$441K0.0%-32.0%0.027%
2/7/2024 Versor Investments LP4,400$287K0.1%N/A0.017%
2/6/2024 Charles Schwab Investment Management Inc.263,434$17.17M0.0%+5.0%1.036%
2/6/2024 Fi3 FINANCIAL ADVISORS LLC12,780$833K0.4%-13.6%0.050%
2/6/2024 Sapient Capital LLC3,950$257K0.0%N/A0.016%
2/6/2024 Amalgamated Bank9,334$608K0.0%-5.7%0.037%
2/6/2024 SRS Capital Advisors Inc.629$41K0.0%+359.1%0.002%
2/6/2024 Natixis Advisors L.P.219,097$14.28M0.0%+66.2%0.862%
2/6/2024 Swiss National Bank50,150$3.27M0.0%-10.4%0.197%
2/5/2024 Victory Capital Management Inc.1,627,094$106.02M0.1%+12.0%6.398%
2/5/2024 Russell Investments Group Ltd.20,683$1.35M0.0%+27.6%0.081%
2/2/2024 Truist Financial Corp20,078$1.31M0.0%-9.4%0.079%
2/1/2024 GAMMA Investing LLC899$60K0.0%N/A0.004%
2/1/2024 New York State Common Retirement Fund19,168$1.25M0.0%+15.7%0.075%
2/1/2024 Illinois Municipal Retirement Fund14,110$919K0.0%-7.5%0.055%
1/31/2024 KFG Wealth Management LLC17,527$1.14M0.5%-22.2%0.069%
1/30/2024 Everence Capital Management Inc.3,090$201K0.0%N/A0.012%
1/29/2024 Louisiana State Employees Retirement System12,700$828K0.0%N/A0.050%
1/29/2024 Sapient Capital LLC5,867$382K0.0%N/A0.023%
1/26/2024 Mutual of America Capital Management LLC4,451$290K0.0%-88.2%0.018%
1/25/2024 Nisa Investment Advisors LLC1,214$79K0.0%+10,016.7%0.005%
1/24/2024 Mirae Asset Global Investments Co. Ltd.11,506$750K0.0%+6.8%0.045%
1/24/2024 Boston Trust Walden Corp339,586$22.13M0.2%+5.2%1.335%
1/23/2024 DAVENPORT & Co LLC12,728$829K0.0%-14.7%0.050%
1/19/2024 Copeland Capital Management LLC728,974$47.50M1.0%-1.0%2.867%
1/19/2024 State of Alaska Department of Revenue15,646$1.02M0.0%-1.2%0.062%
1/18/2024 Uncommon Cents Investing LLC16,076$1.05M0.3%-5.8%0.063%
1/17/2024 Monarch Capital Management Inc.163,505$10.65M3.2%-2.1%0.643%
1/17/2024 Assenagon Asset Management S.A.18,211$1.19M0.0%-74.3%0.072%
1/16/2024 Raymond James Financial Services Advisors Inc.4,191$273K0.0%N/A0.016%
1/16/2024 Raymond James & Associates40,160$2.62M0.0%+1.8%0.158%
1/16/2024 Legato Capital Management LLC9,475$617K0.1%+40.0%0.037%
1/12/2024 SG Americas Securities LLC2,922$190K0.0%-78.8%0.011%
1/12/2024 Rosenthal Henry Capital Advisors Inc.59,939$3.91M4.5%-5.8%0.236%
1/11/2024 Moody National Bank Trust Division3,588$234K0.0%N/A0.014%
12/18/2023 Vanguard Group Inc.1,804,826$85.66M0.0%+0.1%7.097%
12/6/2023 Citigroup Inc.20,585$977K0.0%-41.0%0.081%
11/30/2023 American Century Companies Inc.105,703$5.02M0.0%+18.2%0.416%
11/16/2023 Revisor Wealth Management LLC4,465$212K0.2%N/A0.018%
11/15/2023 GSA Capital Partners LLP23,201$1.10M0.1%+118.0%0.091%
11/15/2023 Kennedy Capital Management LLC113,114$5.37M0.1%+41.0%0.445%
11/14/2023 Synovus Financial Corp4,268$203K0.0%N/A0.017%
11/13/2023 Natixis Advisors L.P.131,797$6.26M0.0%-35.3%0.518%
11/13/2023 Eagle Asset Management Inc.72,402$3.44M0.0%+0.6%0.285%
11/13/2023 Personal CFO Solutions LLC4,522$215K0.0%N/A0.018%
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11/13/2023 Kayne Anderson Rudnick Investment Management LLC1,013,340$48.09M0.1%-4.6%3.985%
11/13/2023 Algert Global LLC14,596$693K0.0%-59.0%0.057%
11/13/2023 Northern Trust Corp463,234$21.99M0.0%+2.8%1.822%
11/13/2023 Stifel Financial Corp68,425$3.25M0.0%+12.8%0.269%
11/13/2023 Fuller & Thaler Asset Management Inc.349,004$16.56M0.1%-0.4%1.372%
11/13/2023 WINTON GROUP Ltd7,060$335K0.0%-18.9%0.028%
11/13/2023 FMR LLC74,796$3.55M0.0%+28.5%0.294%
11/13/2023 Timucuan Asset Management Inc. FL187,161$8.88M0.4%+6.0%0.736%
11/13/2023 Envestnet Asset Management Inc.202,426$9.61M0.0%+55.9%0.796%
11/13/2023 Rafferty Asset Management LLC19,564$929K0.0%-29.5%0.077%
(Data available from 1/1/2016 forward)

LKFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LKFN shares?

During the previous two years, 164 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were BlackRock Inc. ($271.89M), Vanguard Group Inc. ($122.57M), Victory Capital Management Inc. ($106.02M), Neuberger Berman Group LLC ($104.22M), Dimensional Fund Advisors LP ($50.92M), Silvercrest Asset Management Group LLC ($49.87M), and Kayne Anderson Rudnick Investment Management LLC ($48.09M).Learn more on LKFN's institutional investors.

What percentage of Lakeland Financial stock is owned by institutional investors?

81.15% of Lakeland Financial stock is owned by institutional investors. Learn more on LKFN's institutional investor holdings.

Which institutional investors have been buying Lakeland Financial stock?

Of the 137 institutional investors that purchased Lakeland Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($814.69K), Kayne Anderson Rudnick Investment Management LLC ($238.50K), Silvercrest Asset Management Group LLC ($236.68K), Copeland Capital Management LLC ($236.23K), Natixis Advisors L.P. ($177.13K), Assenagon Asset Management S.A. ($143.79K), and Envestnet Asset Management Inc. ($139.43K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 3,665,518 shares in the last 24 months. This purchase volume represents approximately $220.34M in transactions.

Which Lakeland Financial major shareholders have been selling company stock?

Of the 108 institutional investors that sold Lakeland Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Silvercrest Asset Management Group LLC ($142.84K), ProShare Advisors LLC ($131.38K), Natixis Advisors L.P. ($125.43K), Kayne Anderson Rudnick Investment Management LLC ($92.09K), Boston Trust Walden Corp ($86.01K), Principal Financial Group Inc. ($58.19K), and FORVIS Wealth Advisors LLC ($55.44K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 1,522,964 shares in the last 24 months. This volume of shares sold represents approximately $92.95M in transactions.


This page (NASDAQ:LKFN) was last updated on 5/23/2024 by MarketBeat.com Staff

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