Lakeland Financial (LKFN) Institutional Ownership

$71.18

+0.43 (+0.61%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 81.15%
Number of Institutional Buyers (last 12 months): 81
Total Institutional Inflows (last 12 months): $108.26M

Number of Institutional Sellers (last 12 months): 69
Total Institutional Outflows (last 12 months): $46.15M

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LKFN Institutional Buying and Selling by Quarter

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Lakeland Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	232,888	$14.33M	0.0%	+0.3%	0.913%
7/25/2024	First Merchants Corp	3,500	$215K	0.0%	N/A	0.014%
7/25/2024	Monarch Capital Management Inc.	158,845	$9.77M	2.9%	-1.1%	0.623%
7/24/2024	Louisiana State Employees Retirement System	12,800	$787K	0.0%	+1.6%	0.050%
7/22/2024	Fifth Third Bancorp	593	$36K	0.0%	+342.5%	0.002%
7/19/2024	Raymond James & Associates	98,219	$6.04M	0.0%	+132.5%	0.385%
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7/19/2024	Boston Trust Walden Corp	337,721	$20.78M	0.2%	-0.1%	1.324%
7/12/2024	SG Americas Securities LLC	1,774	$109K	0.0%	-22.6%	0.007%
5/29/2024	Pathway Financial Advisers LLC	10,013	$664K	0.2%	N/A	0.039%
5/17/2024	Comerica Bank	15,669	$1.04M	0.0%	-7.2%	0.061%
5/16/2024	California State Teachers Retirement System	25,374	$1.68M	0.0%	-5.1%	0.100%
5/16/2024	Kennedy Capital Management LLC	86,483	$5.74M	0.1%	-7.8%	0.339%
5/16/2024	Silvercrest Asset Management Group LLC	751,888	$49.87M	0.3%	-14.2%	2.949%
5/15/2024	Price T Rowe Associates Inc. MD	17,044	$1.13M	0.0%	+5.3%	0.067%
5/14/2024	EntryPoint Capital LLC	745	$49K	0.0%	-29.5%	0.003%
5/14/2024	CANADA LIFE ASSURANCE Co	21,562	$1.43M	0.0%	+5.6%	0.085%
5/13/2024	Bessemer Group Inc.	6,884	$457K	0.0%	-10.7%	0.027%
5/10/2024	Vanguard Group Inc.	1,848,101	$122.57M	0.0%	+0.0%	7.247%
5/10/2024	1ST Source Bank	49,604	$3.29M	0.2%	-1.3%	0.195%
5/9/2024	State Board of Administration of Florida Retirement System	8,146	$510K	0.0%	+14.9%	0.032%
5/8/2024	ProShare Advisors LLC	5,020	$333K	0.0%	+7.4%	0.020%
5/8/2024	Russell Investments Group Ltd.	14,944	$991K	0.0%	-27.7%	0.059%
5/8/2024	Rosenthal Henry Capital Advisors Inc.	44,930	$2.98M	4.0%	-25.0%	0.176%
5/8/2024	Inspire Investing LLC	5,402	$358K	0.0%	-8.2%	0.021%
5/7/2024	Sei Investments Co.	26,508	$1.76M	0.0%	-1.0%	0.104%
5/7/2024	Illinois Municipal Retirement Fund	13,855	$919K	0.0%	-1.8%	0.054%
5/7/2024	SG Americas Securities LLC	2,291	$152K	0.0%	-21.6%	0.009%
5/6/2024	SYM FINANCIAL Corp	28,347	$1.88M	0.3%	-12.9%	0.111%
5/6/2024	Texas Permanent School Fund Corp	22,257	$1.48M	0.0%	+1.3%	0.087%
5/2/2024	Choreo LLC	11,800	$783K	0.0%	N/A	0.045%
5/2/2024	Sippican Capital Advisors	3,362	$223K	0.2%	N/A	0.013%
5/1/2024	BNP Paribas Financial Markets	12,344	$819K	0.0%	+82.3%	0.048%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	19,810	$1.29M	0.0%	+72.2%	0.076%
4/29/2024	Principal Financial Group Inc.	131,977	$8.75M	0.0%	-0.4%	0.508%
4/26/2024	Yousif Capital Management LLC	11,398	$756K	0.0%	-9.3%	0.044%
4/19/2024	KFG Wealth Management LLC	15,027	$997K	0.4%	-14.3%	0.058%
4/12/2024	Bridge City Capital LLC	31,402	$2.08M	0.8%	+0.8%	0.121%
4/5/2024	GAMMA Investing LLC	461	$31K	0.0%	-48.7%	0.002%
3/22/2024	PNC Financial Services Group Inc.	4,666	$304K	0.0%	-28.4%	0.018%
3/11/2024	Vanguard Group Inc.	1,847,688	$120.40M	0.0%	+2.4%	7.115%
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3/1/2024	Goldman Sachs Group Inc.	357,088	$23.27M	0.0%	-5.4%	1.400%
2/15/2024	Comerica Bank	16,877	$1.10M	0.0%	+1.7%	0.066%
2/13/2024	Rafferty Asset Management LLC	27,782	$1.81M	0.0%	+42.0%	0.109%
2/12/2024	Eagle Asset Management Inc.	145,447	$9.48M	0.1%	+100.9%	0.572%
2/12/2024	Hsbc Holdings PLC	46,055	$3.02M	0.0%	N/A	0.181%
2/9/2024	Aigen Investment Management LP	4,322	$282K	0.1%	N/A	0.017%
2/9/2024	Corient Private Wealth LLC	11,109	$724K	0.0%	+18.0%	0.044%
2/9/2024	Wells Fargo & Company MN	170,508	$11.11M	0.0%	-2.2%	0.670%
2/9/2024	PNC Financial Services Group Inc.	4,666	$304K	0.0%	-28.4%	0.018%
2/8/2024	Heartland Advisors Inc.	23,699	$1.54M	0.1%	-5.7%	0.093%
2/8/2024	Goelzer Investment Management Inc.	5,940	$387K	0.0%	N/A	0.023%
2/8/2024	1ST Source Bank	50,254	$3.28M	0.2%	-3.3%	0.198%
2/7/2024	Principal Financial Group Inc.	132,470	$8.63M	0.0%	-3.3%	0.521%
2/7/2024	Dimensional Fund Advisors LP	781,429	$50.92M	0.0%	+1.4%	3.073%
2/7/2024	BNP Paribas Financial Markets	6,773	$441K	0.0%	-32.0%	0.027%
2/7/2024	Versor Investments LP	4,400	$287K	0.1%	N/A	0.017%
2/6/2024	Charles Schwab Investment Management Inc.	263,434	$17.17M	0.0%	+5.0%	1.036%
2/6/2024	Fi3 FINANCIAL ADVISORS LLC	12,780	$833K	0.4%	-13.6%	0.050%
2/6/2024	Sapient Capital LLC	3,950	$257K	0.0%	N/A	0.016%
2/6/2024	Amalgamated Bank	9,334	$608K	0.0%	-5.7%	0.037%
2/6/2024	SRS Capital Advisors Inc.	629	$41K	0.0%	+359.1%	0.002%
2/6/2024	Natixis Advisors L.P.	219,097	$14.28M	0.0%	+66.2%	0.862%
2/6/2024	Swiss National Bank	50,150	$3.27M	0.0%	-10.4%	0.197%
2/5/2024	Victory Capital Management Inc.	1,627,094	$106.02M	0.1%	+12.0%	6.398%
2/5/2024	Russell Investments Group Ltd.	20,683	$1.35M	0.0%	+27.6%	0.081%
2/2/2024	Truist Financial Corp	20,078	$1.31M	0.0%	-9.4%	0.079%
2/1/2024	GAMMA Investing LLC	899	$60K	0.0%	N/A	0.004%
2/1/2024	New York State Common Retirement Fund	19,168	$1.25M	0.0%	+15.7%	0.075%
2/1/2024	Illinois Municipal Retirement Fund	14,110	$919K	0.0%	-7.5%	0.055%
1/31/2024	KFG Wealth Management LLC	17,527	$1.14M	0.5%	-22.2%	0.069%
1/30/2024	Everence Capital Management Inc.	3,090	$201K	0.0%	N/A	0.012%
1/29/2024	Louisiana State Employees Retirement System	12,700	$828K	0.0%	N/A	0.050%
1/29/2024	Sapient Capital LLC	5,867	$382K	0.0%	N/A	0.023%
1/26/2024	Mutual of America Capital Management LLC	4,451	$290K	0.0%	-88.2%	0.018%
1/25/2024	Nisa Investment Advisors LLC	1,214	$79K	0.0%	+10,016.7%	0.005%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	11,506	$750K	0.0%	+6.8%	0.045%
1/24/2024	Boston Trust Walden Corp	339,586	$22.13M	0.2%	+5.2%	1.335%
1/23/2024	DAVENPORT & Co LLC	12,728	$829K	0.0%	-14.7%	0.050%
1/19/2024	Copeland Capital Management LLC	728,974	$47.50M	1.0%	-1.0%	2.867%
1/19/2024	State of Alaska Department of Revenue	15,646	$1.02M	0.0%	-1.2%	0.062%
1/18/2024	Uncommon Cents Investing LLC	16,076	$1.05M	0.3%	-5.8%	0.063%
1/17/2024	Monarch Capital Management Inc.	163,505	$10.65M	3.2%	-2.1%	0.643%
1/17/2024	Assenagon Asset Management S.A.	18,211	$1.19M	0.0%	-74.3%	0.072%
1/16/2024	Raymond James Financial Services Advisors Inc.	4,191	$273K	0.0%	N/A	0.016%
1/16/2024	Raymond James & Associates	40,160	$2.62M	0.0%	+1.8%	0.158%
1/16/2024	Legato Capital Management LLC	9,475	$617K	0.1%	+40.0%	0.037%
1/12/2024	SG Americas Securities LLC	2,922	$190K	0.0%	-78.8%	0.011%
1/12/2024	Rosenthal Henry Capital Advisors Inc.	59,939	$3.91M	4.5%	-5.8%	0.236%
1/11/2024	Moody National Bank Trust Division	3,588	$234K	0.0%	N/A	0.014%
12/18/2023	Vanguard Group Inc.	1,804,826	$85.66M	0.0%	+0.1%	7.097%
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12/6/2023	Citigroup Inc.	20,585	$977K	0.0%	-41.0%	0.081%
11/30/2023	American Century Companies Inc.	105,703	$5.02M	0.0%	+18.2%	0.416%
11/16/2023	Revisor Wealth Management LLC	4,465	$212K	0.2%	N/A	0.018%
11/15/2023	GSA Capital Partners LLP	23,201	$1.10M	0.1%	+118.0%	0.091%
11/15/2023	Kennedy Capital Management LLC	113,114	$5.37M	0.1%	+41.0%	0.445%
11/14/2023	Synovus Financial Corp	4,268	$203K	0.0%	N/A	0.017%
11/13/2023	Natixis Advisors L.P.	131,797	$6.26M	0.0%	-35.3%	0.518%
11/13/2023	Eagle Asset Management Inc.	72,402	$3.44M	0.0%	+0.6%	0.285%
11/13/2023	Personal CFO Solutions LLC	4,522	$215K	0.0%	N/A	0.018%
11/13/2023	Kayne Anderson Rudnick Investment Management LLC	1,013,340	$48.09M	0.1%	-4.6%	3.985%

(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), 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 136 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 3,694,401 shares in the last 24 months. This purchase volume represents approximately $221.90M in transactions.
Which Lakeland Financial major shareholders have been selling company stock?: Of the 106 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 ($86.20K), 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 1,496,302 shares in the last 24 months. This volume of shares sold represents approximately $91.16M in transactions.