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Lakeland Financial (LKFN) Institutional Ownership

Lakeland Financial logo
$57.17 +0.33 (+0.58%)
As of 11:34 AM Eastern
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Institutional Ownership Changes (13F Filings) for Lakeland Financial (NASDAQ:LKFN)

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$421.63M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$113.08M
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LKFN Institutional Buying and Selling by Quarter

Lakeland Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GAMMA Investing LLC1,934$112K0.0%+14.5%0.008%
10/2/2026 Versant Capital Management Inc1,748$101K0.0%+3,327.5%0.007%
9/9/2026Sequoia Financial Advisors LLC7,207$445K0.0%N/A0.029%
9/9/2026WINTON GROUP Ltd21,407$1.32M0.0%+1.1%0.086%
9/9/2026Integrated Wealth Concepts LLC659$41K0.0%N/A0.003%
9/9/2026Squarepoint Ops LLC64,317$3.97M0.0%+76.4%0.259%
9/8/2026Allworth Financial LP659$41K0.0%+336.4%0.003%
9/8/2026Arizona State Retirement System6,832$422K0.0%-2.6%0.027%
8/27/2026Corient Private Wealth LP8,344$515K0.0%N/A0.034%
8/21/2026AXQ Capital LP5,687$351K0.0%N/A0.023%
8/21/2026iSAM Funds UK Ltd6,500$401K0.3%N/A0.026%
8/20/2026Susquehanna International Group LLP6,060$374K0.0%-75.2%0.024%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,503$2.93M0.0%-0.9%0.191%
8/19/2026Hsbc Holdings PLC8,605$529K0.0%N/A0.035%
8/17/2026Corient Private Wealth LP8,345$515K0.0%N/A0.034%
8/17/2026Bank of America Corp DE216,625$13.37M0.0%N/A0.871%
8/15/2026Freestone Grove Partners LP9,103$562K0.0%N/A0.037%
8/15/2026Odyssean LLC4,186$258K0.0%N/A0.017%
8/15/2026Man Group plc57,985$3.58M0.0%N/A0.233%
8/15/2026Jupiter Topco LLC12,248$756K0.0%N/A0.049%
8/14/2026Hsbc Holdings PLC8,605$529K0.0%N/A0.035%
8/14/2026Canada Pension Plan Investment Board4,000$247K0.0%N/A0.016%
8/14/2026Legal & General Group Plc57,209$3.53M0.0%N/A0.230%
8/14/2026The Manufacturers Life Insurance Company10,541$651K0.0%N/A0.042%
8/13/2026Neumeier Poma Investment Counsel LLC497,399$30.70M0.0%N/A2.001%
8/12/2026Quantbot Technologies LP15,983$986K0.0%N/A0.064%
8/12/2026Ieq Capital LLC23,875$1.47M0.0%N/A0.096%
8/12/2026Heartland Advisors Inc.23,248$1.44M0.1%N/A0.094%
8/11/2026Allworth Financial LP659$41K0.0%N/A0.003%
8/11/2026NFJ Investment Group LLC232,747$14.37M0.5%N/A0.936%
8/10/2026Great Lakes Advisors LLC7,929$489K0.0%N/A0.032%
8/7/2026BlackRock Inc.3,639,015$224.60M0.0%N/A14.606%
8/7/2026Deutsche Bank AG27,668$1.71M0.0%N/A0.111%
8/6/2026Global Retirement Partners LLC614$38K0.0%N/A0.002%
8/6/20261ST Source Bank47,696$2.94M0.1%N/A0.191%
8/6/2026Bank of New York Mellon Corp208,318$12.86M0.0%N/A0.836%
8/6/2026GSA Capital Partners LLP10,406$642K0.0%N/A0.042%
7/9/2026Revolve Wealth Partners LLC3,340$206K0.0%N/A0.013%
7/7/2026GAMMA Investing LLC1,689$104K0.0%+17.4%0.007%
5/19/2026Bank of America Corp DE321,410$18.44M0.0%+4.8%1.290%
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5/18/2026California State Teachers Retirement System24,737$1.42M0.0%-0.8%0.099%
5/18/2026Royal Bank of Canada48,725$2.80M0.0%+1.7%0.196%
5/16/2026The Manufacturers Life Insurance Company10,808$620K0.0%-4.8%0.043%
5/16/2026Quantinno Capital Management LP7,171$412K0.0%+26.1%0.029%
5/15/2026Entropy Technologies LP4,100$235K0.0%N/A0.016%
5/14/2026Renaissance Technologies LLC58,544$3.36M0.0%-55.0%0.235%
5/14/2026Arrowstreet Capital Limited Partnership8,426$483K0.0%N/A0.034%
5/14/2026Sei Investments Co.49,477$2.84M0.0%+6.5%0.199%
5/14/2026State of Wyoming2,188$126K0.0%-10.0%0.009%
5/13/2026Cetera Investment Advisers24,790$1.42M0.0%+0.9%0.100%
5/13/2026First Trust Advisors LP38,990$2.24M0.0%-31.3%0.156%
5/8/2026PNC Financial Services Group Inc.5,074$291K0.0%+96.2%0.020%
5/7/2026Dimensional Fund Advisors LP672,171$38.57M0.0%-4.8%2.698%
5/7/2026Heartland Advisors Inc.23,501$1.35M0.1%+3.3%0.094%
5/6/2026Copeland Capital Management LLC606,364$34.79M0.8%-1.5%2.434%
5/5/2026Bank of New York Mellon Corp204,490$11.73M0.0%-1.5%0.821%
5/5/2026Illinois Municipal Retirement Fund13,374$767K0.0%-2.1%0.054%
5/5/20261ST Source Bank58,434$3.35M0.2%+19.9%0.235%
5/4/2026Principal Financial Group Inc.122,986$7.06M0.0%+0.9%0.494%
5/1/2026Fifth Third Bancorp10,204$585K0.0%+7,035.7%0.041%
4/30/2026Summit Securities Group LLC1,500$86K0.0%N/A0.006%
4/27/2026New York State Teachers Retirement System5,285$303K0.0%-13.9%0.021%
4/25/2026Boston Trust Walden Corp303,942$17.44M0.1%-11.7%1.203%
4/23/2026Inspire Investing LLC8,955$514K0.0%+9.0%0.035%
4/22/2026Sterling Capital Management LLC456$26K0.0%-38.5%0.002%
4/21/2026Louisiana State Employees Retirement System11,200$643K0.0%N/A0.044%
4/17/2026First Merchants Corp3,500$201K0.0%N/A0.014%
4/16/2026SG Americas Securities LLC11,360$652K0.0%-22.1%0.045%
4/16/2026Monarch Capital Management Inc.147,958$8.49M2.1%-3.6%0.586%
3/20/2026Hsbc Holdings PLC11,505$654K0.0%N/A0.046%
3/17/2026Rockefeller Capital Management L.P.729$42K0.0%+40.5%0.003%
2/19/2026Invesco Ltd.105,493$6.02M0.0%-2.4%0.413%
2/18/2026State of Tennessee Department of Treasury5,796$345K0.0%-7.3%0.023%
2/18/2026Fuller & Thaler Asset Management Inc.327,362$18.68M0.1%-0.6%1.282%
2/18/2026XTX Topco Ltd13,935$795K0.0%N/A0.055%
2/18/2026Voloridge Investment Management LLC50,529$2.88M0.0%-37.7%0.198%
2/18/2026Tudor Investment Corp ET AL94,922$5.42M0.0%N/A0.372%
2/18/2026Numerai GP LLC7,440$425K0.1%-40.2%0.029%
2/18/2026Millennium Management LLC82,130$4.69M0.0%+148.1%0.322%
2/18/2026Man Group plc17,360$991K0.0%N/A0.068%
2/18/2026Inspire Investing LLC8,212$469K0.0%+16.0%0.032%
2/18/2026Engineers Gate Manager LP10,040$573K0.0%+47.5%0.039%
2/18/2026Balyasny Asset Management L.P.9,270$529K0.0%-54.2%0.036%
2/17/2026Schonfeld Strategic Advisors LLC4,708$269K0.0%-70.2%0.018%
2/17/2026AQR Capital Management LLC80,624$4.60M0.0%-32.0%0.316%
2/17/2026Cetera Investment Advisers24,560$1.40M0.0%-3.4%0.096%
2/17/2026Trexquant Investment LP30,730$1.75M0.0%+29.0%0.120%
2/17/2026iSAM Funds UK Ltd5,220$298K0.1%N/A0.020%
2/17/2026Jump Financial LLC3,771$215K0.0%N/A0.015%
2/17/2026Price T Rowe Associates Inc. MD32,585$1.86M0.0%+23.8%0.128%
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2/17/2026California State Teachers Retirement System24,942$1.42M0.0%+5.8%0.098%
2/17/2026Captrust Financial Advisors4,603$263K0.0%-8.0%0.018%
2/17/2026ExodusPoint Capital Management LP20,360$1.16M0.0%+71.9%0.080%
2/17/2026Royal Bank of Canada47,908$2.73M0.0%-10.6%0.188%
2/16/2026Squarepoint Ops LLC33,299$1.90M0.0%-10.3%0.130%
2/16/2026Verition Fund Management LLC22,709$1.30M0.0%N/A0.089%
2/16/2026NFJ Investment Group LLC449,242$25.63M0.9%-5.4%1.760%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund42,300$2.41M0.0%N/A0.166%
2/16/2026Kennedy Capital Management LLC159,236$9.09M0.2%+19.9%0.624%
2/16/2026Arax Advisory Partners585$33K0.0%-91.1%0.002%


LKFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 226 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were BlackRock Inc. ($224.60M), Vanguard Group Inc. ($107.72M), State Street Corp ($72.70M), Silvercrest Asset Management Group LLC ($65.77M), Charles Schwab Investment Management Inc. ($59.87M), Victory Capital Management Inc. ($48.52M), and Dimensional Fund Advisors LP ($38.57M).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 181 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), 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), Boston Trust Walden Corp ($373.33K), and NFJ Investment Group LLC ($232.75K).

Institutional investors have bought a total of 6,857,684 shares in the last 24 months. This purchase volume represents approximately $421.63M in transactions.

Of the 93 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 1,832,167 shares in the last 24 months. This volume of shares sold represents approximately $113.08M in transactions.


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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 10/9/2026. New 13F filings are added each quarter as they're published.
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