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Lakeland Financial (LKFN) Institutional Ownership

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$59.09 -0.52 (-0.87%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$528.31M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$113.31M
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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
8/27/2026 Corient Private Wealth LP8,344$515K0.0%N/A0.034%
8/24/2026 California State Teachers Retirement System1,782,720$110.03M0.0%+7,106.7%7.171%
8/21/2026 AXQ Capital LP5,687$351K0.0%N/A0.023%
8/21/2026 iSAM Funds UK Ltd6,500$401K0.3%N/A0.026%
8/20/2026 Susquehanna International Group LLP6,060$374K0.0%-75.2%0.024%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,503$2.93M0.0%-0.9%0.191%
8/19/2026 Hsbc Holdings PLC8,605$529K0.0%N/A0.035%
8/17/2026 Corient Private Wealth LP8,345$515K0.0%N/A0.034%
8/17/2026 Bank of America Corp DE216,625$13.37M0.0%N/A0.871%
8/15/2026 Freestone Grove Partners LP9,103$562K0.0%N/A0.037%
8/15/2026 Odyssean LLC4,186$258K0.0%N/A0.017%
8/15/2026 Man Group plc57,985$3.58M0.0%N/A0.233%
8/15/2026 Jupiter Topco LLC12,248$756K0.0%N/A0.049%
8/14/2026 Hsbc Holdings PLC8,605$529K0.0%N/A0.035%
8/14/2026 Canada Pension Plan Investment Board4,000$247K0.0%N/A0.016%
8/14/2026 Legal & General Group Plc57,209$3.53M0.0%N/A0.230%
8/14/2026 The Manufacturers Life Insurance Company 10,541$651K0.0%N/A0.042%
8/13/2026 Neumeier Poma Investment Counsel LLC497,399$30.70M0.0%N/A2.001%
8/12/2026 Quantbot Technologies LP15,983$986K0.0%N/A0.064%
8/12/2026 Ieq Capital LLC23,875$1.47M0.0%N/A0.096%
8/12/2026 Heartland Advisors Inc.23,248$1.44M0.1%N/A0.094%
8/11/2026 Allworth Financial LP659$41K0.0%N/A0.003%
8/11/2026 NFJ Investment Group LLC232,747$14.37M0.5%N/A0.936%
8/10/2026 Great Lakes Advisors LLC7,929$489K0.0%N/A0.032%
8/7/2026 BlackRock Inc.3,639,015$224.60M0.0%N/A14.606%
8/7/2026 Deutsche Bank AG27,668$1.71M0.0%N/A0.111%
8/6/2026 Global Retirement Partners LLC614$38K0.0%N/A0.002%
8/6/2026 1ST Source Bank47,696$2.94M0.1%N/A0.191%
8/6/2026 Bank of New York Mellon Corp208,318$12.86M0.0%N/A0.836%
8/6/2026 GSA Capital Partners LLP10,406$642K0.0%N/A0.042%
7/9/2026 Revolve Wealth Partners LLC3,340$206K0.0%N/A0.013%
7/7/2026 GAMMA Investing LLC1,689$104K0.0%+17.4%0.007%
5/19/2026 Bank of America Corp DE321,410$18.44M0.0%+4.8%1.290%
5/18/2026 California State Teachers Retirement System24,737$1.42M0.0%-0.8%0.099%
5/18/2026 Royal Bank of Canada48,725$2.80M0.0%+1.7%0.196%
5/16/2026 The Manufacturers Life Insurance Company10,808$620K0.0%-4.8%0.043%
5/16/2026 Quantinno Capital Management LP7,171$412K0.0%+26.1%0.029%
5/15/2026 Entropy Technologies LP4,100$235K0.0%N/A0.016%
5/14/2026 Renaissance Technologies LLC58,544$3.36M0.0%-55.0%0.235%
5/14/2026 Arrowstreet Capital Limited Partnership8,426$483K0.0%N/A0.034%
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5/14/2026 Sei Investments Co.49,477$2.84M0.0%+6.5%0.199%
5/14/2026 State of Wyoming2,188$126K0.0%-10.0%0.009%
5/13/2026 Cetera Investment Advisers24,790$1.42M0.0%+0.9%0.100%
5/13/2026 First Trust Advisors LP38,990$2.24M0.0%-31.3%0.156%
5/8/2026 PNC Financial Services Group Inc.5,074$291K0.0%+96.2%0.020%
5/7/2026 Dimensional Fund Advisors LP672,171$38.57M0.0%-4.8%2.698%
5/7/2026 Heartland Advisors Inc.23,501$1.35M0.1%+3.3%0.094%
5/6/2026 Copeland Capital Management LLC606,364$34.79M0.8%-1.5%2.434%
5/5/2026 Bank of New York Mellon Corp204,490$11.73M0.0%-1.5%0.821%
5/5/2026 Illinois Municipal Retirement Fund13,374$767K0.0%-2.1%0.054%
5/5/2026 1ST Source Bank58,434$3.35M0.2%+19.9%0.235%
5/4/2026 Principal Financial Group Inc.122,986$7.06M0.0%+0.9%0.494%
5/1/2026 Fifth Third Bancorp10,204$585K0.0%+7,035.7%0.041%
4/30/2026 Summit Securities Group LLC1,500$86K0.0%N/A0.006%
4/27/2026 New York State Teachers Retirement System5,285$303K0.0%-13.9%0.021%
4/25/2026 Boston Trust Walden Corp303,942$17.44M0.1%-11.7%1.203%
4/23/2026 Inspire Investing LLC8,955$514K0.0%+9.0%0.035%
4/22/2026 Sterling Capital Management LLC456$26K0.0%-38.5%0.002%
4/21/2026 Louisiana State Employees Retirement System11,200$643K0.0%N/A0.044%
4/17/2026 First Merchants Corp3,500$201K0.0%N/A0.014%
4/16/2026 SG Americas Securities LLC11,360$652K0.0%-22.1%0.045%
4/16/2026 Monarch Capital Management Inc.147,958$8.49M2.1%-3.6%0.586%
3/20/2026 Hsbc Holdings PLC11,505$654K0.0%N/A0.046%
3/17/2026 Rockefeller Capital Management L.P.729$42K0.0%+40.5%0.003%
2/19/2026 Invesco Ltd.105,493$6.02M0.0%-2.4%0.413%
2/18/2026 State of Tennessee Department of Treasury5,796$345K0.0%-7.3%0.023%
2/18/2026 Fuller & Thaler Asset Management Inc.327,362$18.68M0.1%-0.6%1.282%
2/18/2026 XTX Topco Ltd13,935$795K0.0%N/A0.055%
2/18/2026 Voloridge Investment Management LLC50,529$2.88M0.0%-37.7%0.198%
2/18/2026 Tudor Investment Corp ET AL94,922$5.42M0.0%N/A0.372%
2/18/2026 Numerai GP LLC7,440$425K0.1%-40.2%0.029%
2/18/2026 Millennium Management LLC82,130$4.69M0.0%+148.1%0.322%
2/18/2026 Man Group plc17,360$991K0.0%N/A0.068%
2/18/2026 Inspire Investing LLC8,212$469K0.0%+16.0%0.032%
2/18/2026 Engineers Gate Manager LP10,040$573K0.0%+47.5%0.039%
2/18/2026 Balyasny Asset Management L.P.9,270$529K0.0%-54.2%0.036%
2/17/2026 Schonfeld Strategic Advisors LLC4,708$269K0.0%-70.2%0.018%
2/17/2026 AQR Capital Management LLC80,624$4.60M0.0%-32.0%0.316%
2/17/2026 Cetera Investment Advisers24,560$1.40M0.0%-3.4%0.096%
2/17/2026 Trexquant Investment LP30,730$1.75M0.0%+29.0%0.120%
2/17/2026 iSAM Funds UK Ltd5,220$298K0.1%N/A0.020%
2/17/2026 Jump Financial LLC3,771$215K0.0%N/A0.015%
2/17/2026 Price T Rowe Associates Inc. MD32,585$1.86M0.0%+23.8%0.128%
2/17/2026 California State Teachers Retirement System24,942$1.42M0.0%+5.8%0.098%
2/17/2026 Captrust Financial Advisors4,603$263K0.0%-8.0%0.018%
2/17/2026 ExodusPoint Capital Management LP20,360$1.16M0.0%+71.9%0.080%
2/17/2026 Royal Bank of Canada47,908$2.73M0.0%-10.6%0.188%
2/16/2026 Squarepoint Ops LLC33,299$1.90M0.0%-10.3%0.130%
2/16/2026 Verition Fund Management LLC22,709$1.30M0.0%N/A0.089%
2/16/2026 NFJ Investment Group LLC449,242$25.63M0.9%-5.4%1.760%
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2/16/2026 Healthcare of Ontario Pension Plan Trust Fund42,300$2.41M0.0%N/A0.166%
2/16/2026 Kennedy Capital Management LLC159,236$9.09M0.2%+19.9%0.624%
2/16/2026 Arax Advisory Partners585$33K0.0%-91.1%0.002%
2/16/2026 Barclays PLC46,054$2.63M0.0%+23.1%0.180%
2/16/2026 Bridge City Capital LLC30,742$1.75M0.5%-13.8%0.120%
2/16/2026 Aptus Capital Advisors LLC153,707$8.77M0.1%+0.4%0.602%
2/13/2026 Marshall Wace LLP29,480$1.68M0.0%N/A0.115%
2/13/2026 The Manufacturers Life Insurance Company 11,354$648K0.0%-6.0%0.044%
2/13/2026 CANADA LIFE ASSURANCE Co23,073$1.31M0.0%+5.8%0.090%
2/13/2026 Stifel Financial Corp42,833$2.44M0.0%-8.4%0.168%


LKFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 225 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were BlackRock Inc. ($224.60M), California State Teachers Retirement System ($110.03M), Vanguard Group Inc. ($107.72M), State Street Corp ($72.70M), Silvercrest Asset Management Group LLC ($65.77M), Charles Schwab Investment Management Inc. ($59.87M), and Victory Capital Management Inc. ($48.52M).Learn more on Lakeland Financial's institutional investors.

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

Of the 180 institutional investors that purchased Lakeland Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($3.64M), California State Teachers Retirement System ($1.76M), Raymond James Financial Inc. ($685.98K), Neumeier Poma Investment Counsel LLC ($526.44K), First Trust Advisors LP ($421.99K), Bank of America Corp DE ($414.66K), and Boston Trust Walden Corp ($373.33K).

Institutional investors have bought a total of 8,585,686 shares in the last 24 months. This purchase volume represents approximately $528.31M in transactions.

Of the 95 institutional investors that sold Lakeland Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($351.39K), Millennium Management LLC ($310.23K), Victory Capital Management Inc. ($160.76K), Copeland Capital Management LLC ($82.75K), Renaissance Technologies LLC ($71.69K), Boston Trust Walden Corp ($69.39K), and Dimensional Fund Advisors LP ($59.57K).

Institutional investors have sold a total of 1,835,831 shares in the last 24 months. This volume of shares sold represents approximately $113.31M in transactions.



Institutional ownership data for NASDAQ:LKFN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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