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Lakeland Financial (LKFN) Institutional Ownership

Lakeland Financial logo
$65.07
-1.78 (-2.66%)
(As of 10/31/2024 ET)

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

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$78.44M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$47.82M
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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
10/31/2024Principal Financial Group Inc.120,276$7.83M0.0%-4.4%0.472%
10/30/2024 Amalgamated Bank7,546$491K0.0%-2.9%0.030%
10/29/2024 Rosenthal Henry Capital Advisors Inc.45,955$2.99M3.0%+2.3%0.180%
10/28/2024 US Bancorp DE2,123$138K0.0%+72.2%0.008%
10/28/2024 Sippican Capital Advisors18,931$1.23M0.9%+21.3%0.074%
10/24/2024 State of Alaska Department of Revenue14,556$947K0.0%-2.8%0.057%
10/23/2024 Mirae Asset Global Investments Co. Ltd.15,551$998K0.0%+12.3%0.061%
10/23/2024 Louisiana State Employees Retirement System12,300$801K0.0%-3.9%0.048%
10/21/2024 Copeland Capital Management LLC745,939$48.58M0.8%+0.2%2.925%
10/21/2024 Everence Capital Management Inc.3,090$201K0.0%N/A0.012%
10/18/2024Raymond James & Associates84,347$5.49M0.0%-14.1%0.331%
10/16/2024 nVerses Capital LLC800$52K0.0%+60.0%0.003%
10/11/2024 CX Institutional6,000$391K0.0%N/A0.024%
10/10/2024 Inspire Investing LLC6,321$412K0.0%+11.3%0.025%
10/7/2024 GAMMA Investing LLC640$42K0.0%+58.0%0.003%
10/5/2024 Handelsbanken Fonder AB6,030$393K0.0%+19.9%0.024%
10/3/2024 SG Americas Securities LLC8,551$557K0.0%+382.0%0.034%
8/22/2024Cetera Investment Advisers20,513$1.26M0.0%-3.6%0.080%
8/15/2024The Manufacturers Life Insurance Company12,896$793K0.0%+3.2%0.051%
8/15/2024AQR Capital Management LLC4,649$286K0.0%-5.8%0.018%
8/14/2024Squarepoint Ops LLC21,973$1.35M0.0%N/A0.086%
8/14/2024Marshall Wace LLP6,332$390K0.0%N/A0.025%
8/14/2024Public Sector Pension Investment Board56,141$3.45M0.0%+7.7%0.220%
8/14/2024ProShare Advisors LLC3,836$236K0.0%-23.6%0.015%
8/13/2024Kayne Anderson Rudnick Investment Management LLC845,925$52.04M0.1%-12.8%3.317%
8/13/2024Thrivent Financial for Lutherans21,171$1.30M0.0%-4.0%0.083%
8/13/2024Sei Investments Co.25,184$1.55M0.0%-5.0%0.099%
8/12/2024 Inspire Investing LLC5,679$349K0.0%+5.1%0.022%
8/9/2024Renaissance Technologies LLC57,051$3.51M0.0%+686.8%0.224%
8/9/2024Dimensional Fund Advisors LP816,549$50.23M0.0%+1.4%3.202%
8/9/2024WINTON GROUP Ltd15,021$924K0.1%+10.4%0.059%
8/8/2024Envestnet Asset Management Inc.233,836$14.39M0.0%+5.8%0.917%
8/8/2024SYM FINANCIAL Corp29,144$1.79M0.3%+2.8%0.114%
8/8/2024American Century Companies Inc.121,941$7.50M0.0%-3.6%0.478%
8/7/2024Texas Permanent School Fund Corp19,914$1.23M0.0%-10.5%0.078%
8/7/2024Choreo LLC13,887$841K0.0%+17.7%0.054%
8/5/2024Arizona State Retirement System7,269$447K0.0%+4.0%0.029%
8/5/2024Victory Capital Management Inc.1,538,406$94.64M0.1%-3.6%6.033%
8/1/2024Rhumbline Advisers85,828$5.28M0.0%-1.9%0.337%
7/31/2024Aptus Capital Advisors LLC65,224$4.01M0.1%+24.8%0.256%
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7/31/2024 nVerses Capital LLC500$31K0.0%N/A0.002%
7/30/2024Maryland State Retirement & Pension System8,892$547K0.0%-3.8%0.035%
7/29/2024Principal Financial Group Inc.125,807$7.74M0.0%-4.7%0.493%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank5,431$334K0.0%+10.8%0.021%
7/26/2024Bank of New York Mellon Corp232,888$14.33M0.0%+0.3%0.913%
7/25/2024 First Merchants Corp3,500$215K0.0%N/A0.014%
7/25/2024 Monarch Capital Management Inc.158,845$9.77M2.9%-1.1%0.623%
7/24/2024 Louisiana State Employees Retirement System12,800$787K0.0%+1.6%0.050%
7/22/2024Fifth Third Bancorp593$36K0.0%+342.5%0.002%
7/19/2024Raymond James & Associates98,219$6.04M0.0%+132.5%0.385%
7/19/2024 Boston Trust Walden Corp337,721$20.78M0.2%-0.1%1.324%
7/12/2024 SG Americas Securities LLC1,774$109K0.0%-22.6%0.007%
5/29/2024 Pathway Financial Advisers LLC10,013$664K0.2%N/A0.039%
5/17/2024Comerica Bank15,669$1.04M0.0%-7.2%0.061%
5/16/2024California State Teachers Retirement System25,374$1.68M0.0%-5.1%0.100%
5/16/2024Kennedy Capital Management LLC86,483$5.74M0.1%-7.8%0.339%
5/16/2024Silvercrest Asset Management Group LLC751,888$49.87M0.3%-14.2%2.949%
5/15/2024Price T Rowe Associates Inc. MD17,044$1.13M0.0%+5.3%0.067%
5/14/2024EntryPoint Capital LLC745$49K0.0%-29.5%0.003%
5/14/2024CANADA LIFE ASSURANCE Co21,562$1.43M0.0%+5.6%0.085%
5/13/2024Bessemer Group Inc.6,884$457K0.0%-10.7%0.027%
5/10/2024Vanguard Group Inc.1,848,101$122.57M0.0%+0.0%7.247%
5/10/20241ST Source Bank49,604$3.29M0.2%-1.3%0.195%
5/9/2024State Board of Administration of Florida Retirement System8,146$510K0.0%+14.9%0.032%
5/8/2024ProShare Advisors LLC5,020$333K0.0%+7.4%0.020%
5/8/2024Russell 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%
5/7/2024Sei Investments Co.26,508$1.76M0.0%-1.0%0.104%
5/7/2024Illinois Municipal Retirement Fund13,855$919K0.0%-1.8%0.054%
5/7/2024 SG Americas Securities LLC2,291$152K0.0%-21.6%0.009%
5/6/2024SYM FINANCIAL Corp28,347$1.88M0.3%-12.9%0.111%
5/6/2024Texas Permanent School Fund Corp22,257$1.48M0.0%+1.3%0.087%
5/2/2024Choreo LLC11,800$783K0.0%N/A0.045%
5/2/2024 Sippican Capital Advisors3,362$223K0.2%N/A0.013%
5/1/2024BNP 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%
4/29/2024Principal 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%
4/12/2024Bridge City Capital LLC31,402$2.08M0.8%+0.8%0.121%
4/5/2024 GAMMA Investing LLC461$31K0.0%-48.7%0.002%
3/22/2024PNC Financial Services Group Inc.4,666$304K0.0%-28.4%0.018%
3/11/2024Vanguard Group Inc.1,847,688$120.40M0.0%+2.4%7.115%
3/1/2024Goldman Sachs Group Inc.357,088$23.27M0.0%-5.4%1.400%
2/15/2024Comerica Bank16,877$1.10M0.0%+1.7%0.066%
2/13/2024Rafferty Asset Management LLC27,782$1.81M0.0%+42.0%0.109%
2/12/2024Eagle Asset Management Inc.145,447$9.48M0.1%+100.9%0.572%
2/12/2024Hsbc Holdings PLC46,055$3.02M0.0%N/A0.181%
2/9/2024Aigen Investment Management LP4,322$282K0.1%N/A0.017%
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2/9/2024Corient Private Wealth LLC11,109$724K0.0%+18.0%0.044%
2/9/2024Wells Fargo & Company MN170,508$11.11M0.0%-2.2%0.670%
2/9/2024PNC Financial Services Group Inc.4,666$304K0.0%-28.4%0.018%
2/8/2024Heartland 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%
2/8/20241ST Source Bank50,254$3.28M0.2%-3.3%0.198%
2/7/2024Principal Financial Group Inc.132,470$8.63M0.0%-3.3%0.521%
2/7/2024Dimensional Fund Advisors LP781,429$50.92M0.0%+1.4%3.073%
2/7/2024BNP Paribas Financial Markets6,773$441K0.0%-32.0%0.027%
2/7/2024Versor Investments LP4,400$287K0.1%N/A0.017%
(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, 166 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), Neuberger Berman Group LLC ($104.22M), Victory Capital Management Inc. ($94.64M), Kayne Anderson Rudnick Investment Management LLC ($52.04M), Dimensional Fund Advisors LP ($50.23M), and Silvercrest Asset Management Group LLC ($49.87M).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 134 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. ($748.45K), Silvercrest Asset Management Group LLC ($236.68K), Copeland Capital Management LLC ($229.84K), SYM FINANCIAL Corp ($121.53K), Envestnet Asset Management Inc. ($108.76K), Kayne Anderson Rudnick Investment Management LLC ($95.91K), and Raymond James & Associates ($87.51K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 3,133,018 shares in the last 24 months. This purchase volume represents approximately $182.61M in transactions.

Which Lakeland Financial major shareholders have been selling company stock?

Of the 102 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: Kayne Anderson Rudnick Investment Management LLC ($216.36K), Silvercrest Asset Management Group LLC ($142.84K), Natixis Advisors L.P. ($125.43K), Victory Capital Management Inc. ($86.35K), Boston Trust Walden Corp ($86.20K), FORVIS Wealth Advisors LLC ($55.44K), and Assenagon Asset Management S.A. ($52.63K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 1,513,223 shares in the last 24 months. This volume of shares sold represents approximately $91.19M in transactions.



This page (NASDAQ:LKFN) was last updated on 10/31/2024 by MarketBeat.com Staff
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