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Lakeland Financial (LKFN) Institutional Ownership

Lakeland Financial logo
$68.88 +0.62 (+0.91%)
(As of 12/20/2024 05:31 PM ET)

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

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$66.84M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$49.05M
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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
12/19/2024 Principal Financial Group Inc.120,276$7.83M0.0%-4.4%0.472%
12/11/2024 1ST Source Bank48,744$3.17M0.2%-1.6%0.191%
11/25/2024 Sanctuary Advisors LLC3,079$201K0.0%N/A0.012%
11/16/2024 Geode Capital Management LLC605,007$39.41M0.0%+0.9%2.372%
11/15/2024 Barclays PLC50,960$3.32M0.0%+130.5%0.200%
11/15/2024 Jane Street Group LLC33,652$2.19M0.0%-30.7%0.132%
11/15/2024 State Street Corp1,276,929$83.15M0.0%+2.2%5.006%
11/15/2024 Stifel Financial Corp66,295$4.32M0.0%+7.0%0.260%
11/15/2024 SYM FINANCIAL Corp27,322$1.78M0.2%-6.3%0.107%
11/15/2024 Point72 DIFC Ltd1,133$74K0.0%N/A0.004%
11/15/2024 Point72 Asset Management L.P.3,054$199K0.0%N/A0.012%
11/15/2024 NFJ Investment Group LLC161,651$10.53M0.3%-6.5%0.634%
11/15/2024 HighTower Advisors LLC10,840$698K0.0%-7.2%0.042%
11/14/2024 Verition Fund Management LLC4,704$306K0.0%N/A0.018%
11/14/2024 Captrust Financial Advisors4,955$323K0.0%-68.8%0.019%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45,724$2.98M0.0%-13.3%0.179%
11/14/2024 Public Sector Pension Investment Board54,141$3.53M0.0%-3.6%0.212%
11/13/2024 BNP Paribas Financial Markets11,910$776K0.0%+40.2%0.047%
11/13/2024 Quantbot Technologies LP4,825$314K0.0%+150.4%0.019%
11/13/2024 FMR LLC82,428$5.37M0.0%+41.1%0.323%
11/13/2024 The Manufacturers Life Insurance Company12,674$825K0.0%-1.7%0.050%
11/12/2024 Cerity Partners LLC15,229$992K0.0%+40.3%0.060%
11/12/2024 Eagle Asset Management Inc.250,139$16.29M0.1%+29.5%0.981%
11/12/2024 Charles Schwab Investment Management Inc.902,968$58.80M0.0%+3.1%3.540%
11/9/2024 Intech Investment Management LLC4,921$320K0.0%N/A0.019%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.9,458$616K0.0%N/A0.037%
11/8/2024 Segall Bryant & Hamill LLC110,528$7.20M0.1%-6.9%0.433%
11/8/2024 Prospera Private Wealth LLC5,402$352K0.1%N/A0.021%
11/7/2024 Quest Partners LLC2,675$174K0.0%+33,337.5%0.010%
11/7/2024 Thrivent Financial for Lutherans20,030$1.30M0.0%-5.4%0.079%
11/6/2024 Mutual of America Capital Management LLC3,837$250K0.0%-8.5%0.015%
11/6/2024 Natixis Advisors LLC138,781$9.04M0.0%-36.4%0.544%
11/6/2024 Huntington National Bank5,072$330K0.0%-5.6%0.020%
11/5/2024 Victory Capital Management Inc.1,485,104$96.71M0.1%-3.5%5.822%
11/5/2024 Aptus Capital Advisors LLC75,418$4.91M0.1%+15.6%0.296%
11/5/2024 Aigen Investment Management LP3,407$222K0.0%N/A0.013%
11/5/2024 GSA Capital Partners LLP15,649$1.02M0.1%+215.2%0.061%
11/1/2024 Atria Investments Inc3,480$227K0.0%-25.9%0.014%
10/31/2024 Principal Financial Group Inc.120,276$7.83M0.0%-4.4%0.472%
10/30/2024 Amalgamated Bank7,546$491K0.0%-2.9%0.030%
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10/29/2024 Rosenthal Henry Capital Advisors Inc.45,955$2.99M3.0%+2.3%0.180%
10/28/2024 US Bancorp DE2,123$138K0.0%+72.2%0.008%
10/28/2024 Sippican Capital Advisors18,931$1.23M0.9%+21.3%0.074%
10/24/2024 State of Alaska Department of Revenue14,556$947K0.0%-2.8%0.057%
10/23/2024 Mirae Asset Global Investments Co. Ltd.15,551$998K0.0%+12.3%0.061%
10/23/2024 Louisiana State Employees Retirement System12,300$801K0.0%-3.9%0.048%
10/21/2024 Copeland Capital Management LLC745,939$48.58M0.8%+0.2%2.925%
10/21/2024 Everence Capital Management Inc.3,090$201K0.0%N/A0.012%
10/18/2024Raymond James & Associates84,347$5.49M0.0%-14.1%0.331%
10/16/2024 nVerses Capital LLC800$52K0.0%+60.0%0.003%
10/11/2024 CX Institutional6,000$391K0.0%N/A0.024%
10/10/2024 Inspire Investing LLC6,321$412K0.0%+11.3%0.025%
10/7/2024 GAMMA Investing LLC640$42K0.0%+58.0%0.003%
10/5/2024 Handelsbanken Fonder AB6,030$393K0.0%+19.9%0.024%
10/3/2024 SG Americas Securities LLC8,551$557K0.0%+382.0%0.034%
8/22/2024 Cetera Investment Advisers20,513$1.26M0.0%-3.6%0.080%
8/15/2024 The Manufacturers Life Insurance Company12,896$793K0.0%+3.2%0.051%
8/15/2024 AQR Capital Management LLC4,649$286K0.0%-5.8%0.018%
8/14/2024 Squarepoint Ops LLC21,973$1.35M0.0%N/A0.086%
8/14/2024 Marshall Wace LLP6,332$390K0.0%N/A0.025%
8/14/2024 Public Sector Pension Investment Board56,141$3.45M0.0%+7.7%0.220%
8/14/2024 ProShare Advisors LLC3,836$236K0.0%-23.6%0.015%
8/13/2024 Kayne Anderson Rudnick Investment Management LLC845,925$52.04M0.1%-12.8%3.317%
8/13/2024 Thrivent Financial for Lutherans21,171$1.30M0.0%-4.0%0.083%
8/13/2024 Sei Investments Co.25,184$1.55M0.0%-5.0%0.099%
8/12/2024 Inspire Investing LLC5,679$349K0.0%+5.1%0.022%
8/9/2024 Renaissance Technologies LLC57,051$3.51M0.0%+686.8%0.224%
8/9/2024 Dimensional Fund Advisors LP816,549$50.23M0.0%+1.4%3.202%
8/9/2024 WINTON GROUP Ltd15,021$924K0.1%+10.4%0.059%
8/8/2024 Envestnet Asset Management Inc.233,836$14.39M0.0%+5.8%0.917%
8/8/2024 SYM FINANCIAL Corp29,144$1.79M0.3%+2.8%0.114%
8/8/2024 American Century Companies Inc.121,941$7.50M0.0%-3.6%0.478%
8/7/2024 Texas Permanent School Fund Corp19,914$1.23M0.0%-10.5%0.078%
8/7/2024 Choreo LLC13,887$841K0.0%+17.7%0.054%
8/5/2024 Arizona State Retirement System7,269$447K0.0%+4.0%0.029%
8/5/2024 Victory Capital Management Inc.1,538,406$94.64M0.1%-3.6%6.033%
8/1/2024 Rhumbline Advisers85,828$5.28M0.0%-1.9%0.337%
7/31/2024 Aptus Capital Advisors LLC65,224$4.01M0.1%+24.8%0.256%
7/31/2024 nVerses Capital LLC500$31K0.0%N/A0.002%
7/30/2024 Maryland State Retirement & Pension System8,892$547K0.0%-3.8%0.035%
7/29/2024 Principal Financial Group Inc.125,807$7.74M0.0%-4.7%0.493%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank5,431$334K0.0%+10.8%0.021%
7/26/2024 Bank of New York Mellon Corp232,888$14.33M0.0%+0.3%0.913%
7/25/2024 First Merchants Corp3,500$215K0.0%N/A0.014%
7/25/2024 Monarch Capital Management Inc.158,845$9.77M2.9%-1.1%0.623%
7/24/2024 Louisiana State Employees Retirement System12,800$787K0.0%+1.6%0.050%
7/22/2024Fifth Third Bancorp593$36K0.0%+342.5%0.002%
7/19/2024Raymond James & Associates98,219$6.04M0.0%+132.5%0.385%
7/19/2024 Boston Trust Walden Corp337,721$20.78M0.2%-0.1%1.324%
7/12/2024 SG Americas Securities LLC1,774$109K0.0%-22.6%0.007%
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5/29/2024 Pathway Financial Advisers LLC10,013$664K0.2%N/A0.039%
5/17/2024 Comerica Bank15,669$1.04M0.0%-7.2%0.061%
5/16/2024 California State Teachers Retirement System25,374$1.68M0.0%-5.1%0.100%
5/16/2024 Kennedy Capital Management LLC86,483$5.74M0.1%-7.8%0.339%
5/16/2024 Silvercrest Asset Management Group LLC751,888$49.87M0.3%-14.2%2.949%
5/15/2024 Price T Rowe Associates Inc. MD17,044$1.13M0.0%+5.3%0.067%
5/14/2024 EntryPoint Capital LLC745$49K0.0%-29.5%0.003%
5/14/2024 CANADA LIFE ASSURANCE Co21,562$1.43M0.0%+5.6%0.085%
5/13/2024 Bessemer Group Inc.6,884$457K0.0%-10.7%0.027%
5/10/2024 Vanguard Group Inc.1,848,101$122.57M0.0%+0.0%7.247%
(Data available from 1/1/2016 forward)

LKFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LKFN shares?

During the previous two years, 168 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were Vanguard Group Inc. ($122.57M), Neuberger Berman Group LLC ($104.22M), Victory Capital Management Inc. ($96.71M), State Street Corp ($83.15M), Charles Schwab Investment Management Inc. ($58.80M), Kayne Anderson Rudnick Investment Management LLC ($52.04M), and Dimensional Fund Advisors LP ($50.23M).Learn more on LKFN's institutional investors.

What percentage of Lakeland Financial stock is owned by institutional investors?

81.15% of Lakeland Financial stock is owned by institutional investors. Learn more on LKFN's institutional investor holdings.

Which institutional investors have been buying Lakeland Financial stock?

Of the 130 institutional investors that purchased Lakeland Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($721.89K), Silvercrest Asset Management Group LLC ($236.68K), Copeland Capital Management LLC ($229.84K), Eagle Asset Management Inc. ($130.40K), SYM FINANCIAL Corp ($121.53K), Raymond James & Associates ($87.51K), and Natixis Advisors L.P. ($87.30K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 2,981,469 shares in the last 24 months. This purchase volume represents approximately $169.70M in transactions.

Which Lakeland Financial major shareholders have been selling company stock?

Of the 107 institutional investors that sold Lakeland Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($216.36K), Silvercrest Asset Management Group LLC ($142.84K), Victory Capital Management Inc. ($139.65K), Natixis Advisors L.P. ($125.43K), Boston Trust Walden Corp ($86.20K), Natixis Advisors LLC ($79.44K), and FORVIS Wealth Advisors LLC ($55.44K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 1,643,771 shares in the last 24 months. This volume of shares sold represents approximately $99.16M in transactions.



This page (NASDAQ:LKFN) was last updated on 12/21/2024 by MarketBeat.com Staff
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