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 243 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 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
|
$228 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,940,356
shares
|
$120 Million
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,390,049
shares
|
$86.1 Million
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,346,109
shares
|
$83.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,260,594
shares
|
$78.1 Million
0.07% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
956,565
shares
|
$59.3 Million
0.45% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
946,280
shares
|
$58.6 Million
0.01% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
807,525
shares
|
$50 Million
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
764,186
shares
|
$47.3 Million
1.0% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
602,488
shares
|
$37.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
538,131
shares
|
$33.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 34.89%
|
|
|
Neumeier Poma Investment Counsel LLC
|
Feb 12, 2025 Q4 2024 |
476,113
shares
|
$29.5 Million
3.48% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
466,269
shares
|
$28.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
394,816
shares
|
$24.5 Million
0.0% of portfolio
|
Q4 2024
Added 32.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
344,088
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
336,109
shares
|
$20.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
307,242
shares
|
$19 Million
0.02% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
282,926
shares
|
$17.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
256,441
shares
|
$15.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
250,139
shares
|
$15.5 Million
0.1% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Feb 13, 2025 Q4 2024 |
188,461
shares
|
$11.7 Million
0.42% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
178,368
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
155,088
shares
|
$9.61 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
153,574
shares
|
$9.51 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
152,166
shares
|
$9.43 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.87%
|