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 227 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
3,751,315
shares
|
$233 Million
0.01% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
1,848,101
shares
|
$115 Million
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
1,596,138
shares
|
$99 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,207,517
shares
|
$74.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
1,124,339
shares
|
$69.7 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
970,193
shares
|
$60.2 Million
0.15% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
858,915
shares
|
$53.3 Million
0.01% of portfolio
|
Q1 2024
Added 226.05%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
805,431
shares
|
$50 Million
0.01% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
751,888
shares
|
$46.6 Million
0.35% of portfolio
|
Q1 2024
Reduced 14.21%
|
|
|
Copeland Capital Management, LLC
|
Apr 19, 2024 Q1 2024 |
740,353
shares
|
$45.9 Million
0.91% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
577,030
shares
|
$35.8 Million
0.0% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Neumeier Poma Investment Counsel LLC
|
May 13, 2024 Q1 2024 |
551,980
shares
|
$34.2 Million
3.33% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
472,977
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
367,350
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Boston Trust Walden Corp
|
Apr 22, 2024 Q1 2024 |
337,914
shares
|
$21 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2024 Q1 2024 |
291,122
shares
|
$18.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 16.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
251,450
shares
|
$15.6 Million
0.0% of portfolio
|
Q1 2024
Added 12.97%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
220,990
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
218,327
shares
|
$13.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
May 14, 2024 Q1 2024 |
187,811
shares
|
$11.6 Million
0.42% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
183,517
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2024
Added 7.63%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
180,640
shares
|
$11.2 Million
0.33% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Monarch Capital Management Inc
|
Apr 25, 2024 Q1 2024 |
160,620
shares
|
$9.96 Million
3.06% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
156,781
shares
|
$9.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 56.09%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
134,714
shares
|
$8.36 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.15%
|
|