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Lakeland Financial (LKFN) Institutional Ownership

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$59.99 +0.70 (+1.18%)
Closing price 06/5/2026 04:00 PM Eastern
Extended Trading
$59.99 0.00 (0.00%)
As of 06/5/2026 04:15 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.

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

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$150.09M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$134.40M
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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
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 Company 10,808$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%
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%
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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%
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%
2/13/2026 Smartleaf Asset Management LLC9,964$572K0.0%-1.9%0.039%
2/13/2026 Public Sector Pension Investment Board88,399$5.04M0.0%-11.2%0.346%
2/13/2026 Rafferty Asset Management LLC18,736$1.07M0.0%-29.7%0.073%
2/13/2026 Arkadios Wealth Advisors4,494$256K0.0%+13.5%0.018%
2/13/2026 First Trust Advisors LP56,758$3.24M0.0%+13.7%0.222%
2/13/2026 Charles Schwab Investment Management Inc.1,049,197$59.87M0.0%+1.5%4.110%
2/13/2026 Police & Firemen s Retirement System of New Jersey6,474$369K0.0%-8.7%0.025%
2/13/2026 State Street Corp1,274,040$72.70M0.0%-4.0%4.990%
2/13/2026 Ieq Capital LLC8,462$483K0.0%-43.6%0.033%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,486$2.71M0.0%+6.4%0.186%
2/13/2026 Wells Fargo & Company MN81,369$4.64M0.0%+25.1%0.319%
2/12/2026 Jane Street Group LLC98,369$5.61M0.0%+64.9%0.385%
2/12/2026 HRT Financial LP4,912$280K0.0%-52.2%0.019%
2/12/2026 MetLife Investment Management LLC13,745$784K0.0%-8.3%0.054%
2/12/2026 Renaissance Technologies LLC130,229$7.43M0.0%+122.2%0.510%
2/12/2026 Dimensional Fund Advisors LP706,224$40.30M0.0%-2.8%2.766%
2/12/2026 Ensign Peak Advisors Inc2,144$122K0.0%-65.9%0.008%
2/12/2026 Fuller & Thaler Asset Management Inc.327,362$18.68M0.1%-0.6%1.282%
2/12/2026 Campbell & CO Investment Adviser LLC36,192$2.07M0.1%+785.3%0.142%
2/12/2026 Elo Mutual Pension Insurance Co13,328$760K0.0%N/A0.052%
2/12/2026 Swiss National Bank50,450$2.88M0.0%+2.0%0.198%
2/12/2026 Nuveen LLC83,689$4.78M0.0%-1.4%0.328%
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2/11/2026 Heartland Advisors Inc.22,744$1.30M0.1%-1.3%0.089%
2/11/2026 Illinois Municipal Retirement Fund13,662$780K0.0%-2.1%0.054%
2/11/2026 Deutsche Bank AG21,139$1.21M0.0%-8.3%0.083%
2/11/2026 Cerity Partners LLC10,463$597K0.0%-23.6%0.041%
2/11/2026 LPL Financial LLC13,213$754K0.0%+7.2%0.052%
2/11/2026 O Shaughnessy Asset Management LLC7,521$429K0.0%-3.4%0.029%
2/11/2026 JPMorgan Chase & Co.84,179$4.80M0.0%-24.3%0.330%
2/11/2026 WINTON GROUP Ltd20,743$1.18M0.0%+1.1%0.081%
2/11/2026 Neumeier Poma Investment Counsel LLC482,244$27.52M2.3%-2.3%1.889%
2/11/2026 State of Wyoming2,431$139K0.0%+16.7%0.010%


LKFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 215 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 2,461,067 shares in the last 24 months. This purchase volume represents approximately $150.09M in transactions.

Of the 108 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 ($134.26K), Jane Street Group LLC ($96.79K), Renaissance Technologies LLC ($71.69K), and Boston Trust Walden Corp ($69.39K).

Institutional investors have sold a total of 2,179,066 shares in the last 24 months. This volume of shares sold represents approximately $134.40M in transactions.



This page (NASDAQ:LKFN) was last updated on 6/6/2026 by MarketBeat.com Staff.
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