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 224 institutions that hold shares in the stock, with a total of 20.7 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 |
Aug 13, 2024 Q2 2024 |
3,674,100
shares
|
$245 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
1,840,935
shares
|
$123 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
1,538,406
shares
|
$103 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,249,373
shares
|
$83.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,098,962
shares
|
$73.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
875,754
shares
|
$58.5 Million
0.01% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
845,925
shares
|
$56.5 Million
0.13% of portfolio
|
Q2 2024
Reduced 12.81%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
827,862
shares
|
$55.3 Million
0.37% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
816,549
shares
|
$54.5 Million
0.01% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
745,939
shares
|
$49.8 Million
0.87% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
599,445
shares
|
$40 Million
0.0% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Neumeier Poma Investment Counsel LLC
|
Aug 13, 2024 Q2 2024 |
538,735
shares
|
$36 Million
3.04% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
470,817
shares
|
$31.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
357,595
shares
|
$23.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 09, 2024 Q2 2024 |
291,035
shares
|
$19.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
244,253
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
233,836
shares
|
$15.6 Million
0.01% of portfolio
|
Q2 2024
Added 5.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
218,224
shares
|
$14.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Aug 12, 2024 Q2 2024 |
193,211
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2024
Added 48.36%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Aug 13, 2024 Q2 2024 |
187,811
shares
|
$12.5 Million
0.4% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
172,891
shares
|
$11.5 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
162,344
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2024
Added 67.35%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
157,725
shares
|
$10.5 Million
2.81% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
134,721
shares
|
$8.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.59%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
125,807
shares
|
$8.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.68%
|