Institutional Ownership Lakeland Financial Corp (LKFN)
This table provides information about the institutional ownership of Lakeland Financial Corp (LKFN). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,674,100
shares
|
$239 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,892,943
shares
|
$123 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,297,290
shares
|
$84.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,252,852
shares
|
$81.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,092,383
shares
|
$71 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
999,033
shares
|
$64.9 Million
0.01% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
942,016
shares
|
$61.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
763,090
shares
|
$49.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
689,111
shares
|
$44.8 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
621,530
shares
|
$40.4 Million
0.0% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
476,997
shares
|
$31 Million
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Neumeier Poma Investment Counsel LLC
|
May 12, 2025 Q1 2025 |
475,102
shares
|
$30.9 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
349,868
shares
|
$22.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
328,884
shares
|
$21.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
284,205
shares
|
$18.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
283,606
shares
|
$18.4 Million
0.07% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
256,250
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
250,139
shares
|
$16.3 Million
0.1% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
241,439
shares
|
$15.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 55.13%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
199,323
shares
|
$13 Million
0.01% of portfolio
|
Q1 2025
Added 327.87%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
May 14, 2025 Q1 2025 |
199,111
shares
|
$12.9 Million
0.39% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
181,034
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
152,773
shares
|
$9.93 Million
2.57% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
151,742
shares
|
$9.86 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
143,866
shares
|
$9.35 Million
0.21% of portfolio
|
Q1 2025
Added 51.82%
|