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Lakeland Financial (LKFN) Institutional Ownership

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$62.11 +0.08 (+0.13%)
Closing price 04:00 PM Eastern
Extended Trading
$62.10 -0.01 (-0.02%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
106
Total
Institutional Inflows
(last 12 months)
$150.07M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$131.17M
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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
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%
5/19/2026Bank of America Corp DE321,410$18.44M0.0%+4.8%1.290%
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 Company 10,808$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%
4/21/2026 Louisiana State Employees Retirement System11,200$643K0.0%N/A0.044%
4/17/2026 First Merchants Corp3,500$201K0.0%N/A0.014%
4/16/2026SG 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%
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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%
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%
2/16/2026Barclays PLC46,054$2.63M0.0%+23.1%0.180%
2/16/2026Bridge City Capital LLC30,742$1.75M0.5%-13.8%0.120%
2/16/2026Aptus Capital Advisors LLC153,707$8.77M0.1%+0.4%0.602%
2/13/2026Marshall Wace LLP29,480$1.68M0.0%N/A0.115%
2/13/2026The Manufacturers Life Insurance Company 11,354$648K0.0%-6.0%0.044%
2/13/2026CANADA LIFE ASSURANCE Co23,073$1.31M0.0%+5.8%0.090%
2/13/2026Stifel Financial Corp42,833$2.44M0.0%-8.4%0.168%
2/13/2026Smartleaf Asset Management LLC9,964$572K0.0%-1.9%0.039%
2/13/2026Public Sector Pension Investment Board88,399$5.04M0.0%-11.2%0.346%
2/13/2026Rafferty Asset Management LLC18,736$1.07M0.0%-29.7%0.073%
2/13/2026Arkadios Wealth Advisors4,494$256K0.0%+13.5%0.018%
2/13/2026First Trust Advisors LP56,758$3.24M0.0%+13.7%0.222%
2/13/2026Charles Schwab Investment Management Inc.1,049,197$59.87M0.0%+1.5%4.110%
2/13/2026Police & Firemen s Retirement System of New Jersey6,474$369K0.0%-8.7%0.025%
2/13/2026State Street Corp1,274,040$72.70M0.0%-4.0%4.990%
2/13/2026Ieq Capital LLC8,462$483K0.0%-43.6%0.033%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,486$2.71M0.0%+6.4%0.186%
2/13/2026Wells Fargo & Company MN81,369$4.64M0.0%+25.1%0.319%
2/12/2026Jane Street Group LLC98,369$5.61M0.0%+64.9%0.385%
2/12/2026HRT Financial LP4,912$280K0.0%-52.2%0.019%
2/12/2026MetLife Investment Management LLC13,745$784K0.0%-8.3%0.054%
2/12/2026Renaissance Technologies LLC130,229$7.43M0.0%+122.2%0.510%
2/12/2026Dimensional Fund Advisors LP706,224$40.30M0.0%-2.8%2.766%
2/12/2026Ensign Peak Advisors Inc2,144$122K0.0%-65.9%0.008%
2/12/2026Fuller & Thaler Asset Management Inc.327,362$18.68M0.1%-0.6%1.282%
2/12/2026Campbell & CO Investment Adviser LLC36,192$2.07M0.1%+785.3%0.142%
2/12/2026Elo Mutual Pension Insurance Co13,328$760K0.0%N/A0.052%
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2/12/2026Swiss National Bank50,450$2.88M0.0%+2.0%0.198%
2/12/2026Nuveen LLC83,689$4.78M0.0%-1.4%0.328%
2/11/2026Heartland Advisors Inc.22,744$1.30M0.1%-1.3%0.089%
2/11/2026Illinois Municipal Retirement Fund13,662$780K0.0%-2.1%0.054%
2/11/2026Deutsche Bank AG21,139$1.21M0.0%-8.3%0.083%
2/11/2026Cerity Partners LLC10,463$597K0.0%-23.6%0.041%
2/11/2026LPL Financial LLC13,213$754K0.0%+7.2%0.052%
2/11/2026O Shaughnessy Asset Management LLC7,521$429K0.0%-3.4%0.029%
2/11/2026JPMorgan Chase & Co.84,179$4.80M0.0%-24.3%0.330%
2/11/2026WINTON GROUP Ltd20,743$1.18M0.0%+1.1%0.081%


LKFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 216 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were 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), Dimensional Fund Advisors LP ($38.57M), and Geode Capital Management LLC ($35.25M).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 173 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: Raymond James Financial Inc. ($685.98K), First Trust Advisors LP ($421.99K), Boston Trust Walden Corp ($373.33K), Millennium Management LLC ($201.76K), Bank of America Corp DE ($198.04K), Assenagon Asset Management S.A. ($193.02K), and JPMorgan Chase & Co. ($178.43K).

Institutional investors have bought a total of 2,460,793 shares in the last 24 months. This purchase volume represents approximately $150.07M in transactions.

Of the 106 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), Jane Street Group LLC ($96.79K), Copeland Capital Management LLC ($82.75K), Renaissance Technologies LLC ($71.69K), and Boston Trust Walden Corp ($69.39K).

Institutional investors have sold a total of 2,126,502 shares in the last 24 months. This volume of shares sold represents approximately $131.17M in transactions.


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This page (NASDAQ:LKFN) was last updated on 7/21/2026 by MarketBeat.com Staff.
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