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Lakeland Financial (LKFN) Institutional Ownership

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$68.13 -0.26 (-0.38%)
As of 04:00 PM Eastern

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)
$76.75M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$44.36M
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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
1/21/2025KFG Wealth Management LLC12,546$863K0.2%-10.7%0.049%
1/17/2025 Inspire Investing LLC5,841$402K0.0%-7.6%0.023%
1/17/2025 Avior Wealth Management LLC3,900$268K0.0%-39.0%0.015%
1/15/2025 Monarch Capital Management Inc.155,088$10.66M2.9%-1.7%0.608%
1/15/2025 Albert D Mason Inc.22,638$1.56M1.0%+0.8%0.089%
1/14/2025 Assenagon Asset Management S.A.153,574$10.56M0.0%N/A0.602%
12/26/2024JPMorgan Chase & Co.57,933$3.77M0.0%+1.9%0.227%
12/19/2024Principal Financial Group Inc.120,276$7.83M0.0%-4.4%0.472%
12/11/20241ST Source Bank48,744$3.17M0.2%-1.6%0.191%
11/25/2024Sanctuary Advisors LLC3,079$201K0.0%N/A0.012%
11/16/2024Geode Capital Management LLC605,007$39.41M0.0%+0.9%2.372%
11/15/2024Barclays PLC50,960$3.32M0.0%+130.5%0.200%
11/15/2024Jane Street Group LLC33,652$2.19M0.0%-30.7%0.132%
11/15/2024State Street Corp1,276,929$83.15M0.0%+2.2%5.006%
11/15/2024Stifel Financial Corp66,295$4.32M0.0%+7.0%0.260%
11/15/2024SYM FINANCIAL Corp27,322$1.78M0.2%-6.3%0.107%
11/15/2024Point72 DIFC Ltd1,133$74K0.0%N/A0.004%
11/15/2024Point72 Asset Management L.P.3,054$199K0.0%N/A0.012%
11/15/2024NFJ Investment Group LLC161,651$10.53M0.3%-6.5%0.634%
11/15/2024HighTower Advisors LLC10,840$698K0.0%-7.2%0.042%
11/14/2024Verition Fund Management LLC4,704$306K0.0%N/A0.018%
11/14/2024Captrust Financial Advisors4,955$323K0.0%-68.8%0.019%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45,724$2.98M0.0%-13.3%0.179%
11/14/2024Public Sector Pension Investment Board54,141$3.53M0.0%-3.6%0.212%
11/13/2024BNP Paribas Financial Markets11,910$776K0.0%+40.2%0.047%
11/13/2024Quantbot Technologies LP4,825$314K0.0%+150.4%0.019%
11/13/2024FMR LLC82,428$5.37M0.0%+41.1%0.323%
11/13/2024The Manufacturers Life Insurance Company12,674$825K0.0%-1.7%0.050%
11/12/2024Cerity Partners LLC15,229$992K0.0%+40.3%0.060%
11/12/2024Eagle Asset Management Inc.250,139$16.29M0.1%+29.5%0.981%
11/12/2024Charles Schwab Investment Management Inc.902,968$58.80M0.0%+3.1%3.540%
11/9/2024Intech Investment Management LLC4,921$320K0.0%N/A0.019%
11/8/2024Connor Clark & Lunn Investment Management Ltd.9,458$616K0.0%N/A0.037%
11/8/2024Segall Bryant & Hamill LLC110,528$7.20M0.1%-6.9%0.433%
11/8/2024Prospera Private Wealth LLC5,402$352K0.1%N/A0.021%
11/7/2024Quest Partners LLC2,675$174K0.0%+33,337.5%0.010%
11/7/2024Thrivent Financial for Lutherans20,030$1.30M0.0%-5.4%0.079%
11/6/2024Mutual of America Capital Management LLC3,837$250K0.0%-8.5%0.015%
11/6/2024Natixis Advisors LLC138,781$9.04M0.0%-36.4%0.544%
11/6/2024Huntington National Bank5,072$330K0.0%-5.6%0.020%
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11/5/2024Victory Capital Management Inc.1,485,104$96.71M0.1%-3.5%5.822%
11/5/2024Aptus Capital Advisors LLC75,418$4.91M0.1%+15.6%0.296%
11/5/2024Aigen Investment Management LP3,407$222K0.0%N/A0.013%
11/5/2024GSA Capital Partners LLP15,649$1.02M0.1%+215.2%0.061%
11/1/2024Atria Investments Inc3,480$227K0.0%-25.9%0.014%
10/31/2024Principal Financial Group Inc.120,276$7.83M0.0%-4.4%0.472%
10/30/2024Amalgamated Bank7,546$491K0.0%-2.9%0.030%
10/29/2024Rosenthal Henry Capital Advisors Inc.45,955$2.99M3.0%+2.3%0.180%
10/28/2024US Bancorp DE2,123$138K0.0%+72.2%0.008%
10/28/2024Sippican Capital Advisors18,931$1.23M0.9%+21.3%0.074%
10/24/2024State of Alaska Department of Revenue14,556$947K0.0%-2.8%0.057%
10/23/2024Mirae Asset Global Investments Co. Ltd.15,551$998K0.0%+12.3%0.061%
10/23/2024Louisiana State Employees Retirement System12,300$801K0.0%-3.9%0.048%
10/21/2024Copeland 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%
10/16/2024nVerses Capital LLC800$52K0.0%+60.0%0.003%
10/11/2024CX 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%
10/5/2024Handelsbanken Fonder AB6,030$393K0.0%+19.9%0.024%
10/3/2024 SG Americas Securities LLC8,551$557K0.0%+382.0%0.034%
8/22/2024Cetera Investment Advisers20,513$1.26M0.0%-3.6%0.080%
8/15/2024The Manufacturers Life Insurance Company12,896$793K0.0%+3.2%0.051%
8/15/2024AQR Capital Management LLC4,649$286K0.0%-5.8%0.018%
8/14/2024Squarepoint Ops LLC21,973$1.35M0.0%N/A0.086%
8/14/2024Marshall Wace LLP6,332$390K0.0%N/A0.025%
8/14/2024Public Sector Pension Investment Board56,141$3.45M0.0%+7.7%0.220%
8/14/2024ProShare Advisors LLC3,836$236K0.0%-23.6%0.015%
8/13/2024Kayne Anderson Rudnick Investment Management LLC845,925$52.04M0.1%-12.8%3.317%
8/13/2024Thrivent Financial for Lutherans21,171$1.30M0.0%-4.0%0.083%
8/13/2024Sei Investments Co.25,184$1.55M0.0%-5.0%0.099%
8/12/2024 Inspire Investing LLC5,679$349K0.0%+5.1%0.022%
8/9/2024Renaissance Technologies LLC57,051$3.51M0.0%+686.8%0.224%
8/9/2024Dimensional Fund Advisors LP816,549$50.23M0.0%+1.4%3.202%
8/9/2024WINTON GROUP Ltd15,021$924K0.1%+10.4%0.059%
8/8/2024Envestnet Asset Management Inc.233,836$14.39M0.0%+5.8%0.917%
8/8/2024SYM FINANCIAL Corp29,144$1.79M0.3%+2.8%0.114%
8/8/2024American Century Companies Inc.121,941$7.50M0.0%-3.6%0.478%
8/7/2024Texas Permanent School Fund Corp19,914$1.23M0.0%-10.5%0.078%
8/7/2024Choreo LLC13,887$841K0.0%+17.7%0.054%
8/5/2024Arizona State Retirement System7,269$447K0.0%+4.0%0.029%
8/5/2024Victory Capital Management Inc.1,538,406$94.64M0.1%-3.6%6.033%
8/1/2024Rhumbline Advisers85,828$5.28M0.0%-1.9%0.337%
7/31/2024Aptus Capital Advisors LLC65,224$4.01M0.1%+24.8%0.256%
7/31/2024nVerses Capital LLC500$31K0.0%N/A0.002%
7/30/2024Maryland State Retirement & Pension System8,892$547K0.0%-3.8%0.035%
7/29/2024Principal Financial Group Inc.125,807$7.74M0.0%-4.7%0.493%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank5,431$334K0.0%+10.8%0.021%
7/26/2024Bank of New York Mellon Corp232,888$14.33M0.0%+0.3%0.913%
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7/25/2024First Merchants Corp3,500$215K0.0%N/A0.014%
7/25/2024 Monarch Capital Management Inc.158,845$9.77M2.9%-1.1%0.623%
7/24/2024Louisiana 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%
7/19/2024Boston 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%
5/29/2024Pathway Financial Advisers LLC10,013$664K0.2%N/A0.039%
5/17/2024Comerica Bank15,669$1.04M0.0%-7.2%0.061%
5/16/2024California State Teachers Retirement System25,374$1.68M0.0%-5.1%0.100%
(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, 170 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 129 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), Assenagon Asset Management S.A. ($220.66K), Copeland Capital Management LLC ($190.44K), Eagle Asset Management Inc. ($130.40K), SYM FINANCIAL Corp ($121.53K), and Raymond James & Associates ($87.51K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 3,059,982 shares in the last 24 months. This purchase volume represents approximately $174.78M in transactions.

Which Lakeland Financial major shareholders have been selling company stock?

Of the 108 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), Natixis Advisors LLC ($79.44K), FORVIS Wealth Advisors LLC ($55.44K), and Principal Financial Group Inc. ($53.78K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 1,560,529 shares in the last 24 months. This volume of shares sold represents approximately $93.05M in transactions.



This page (NASDAQ:LKFN) was last updated on 1/21/2025 by MarketBeat.com Staff
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