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 261 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 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
|
$214 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,888,611
shares
|
$110 Million
0.09% of portfolio
|
Q3 2025
Added 24.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,867,845
shares
|
$109 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,326,538
shares
|
$77.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,033,587
shares
|
$60.2 Million
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
860,262
shares
|
$50.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
755,794
shares
|
$44 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
726,200
shares
|
$42.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
651,739
shares
|
$37.9 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
619,432
shares
|
$36.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Neumeier Poma Investment Counsel LLC
|
Nov 12, 2025 Q3 2025 |
493,469
shares
|
$28.7 Million
2.73% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
475,091
shares
|
$27.7 Million
1.09% of portfolio
|
Q3 2025
Added 67.47%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
373,331
shares
|
$21.7 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
346,196
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
329,363
shares
|
$19.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
324,199
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
321,031
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2025
Added 68.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
275,935
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
250,139
shares
|
$14.6 Million
0.1% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Nov 13, 2025 Q3 2025 |
199,761
shares
|
$11.6 Million
0.4% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
182,918
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
180,412
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
153,938
shares
|
$8.96 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
153,038
shares
|
$8.91 Million
0.08% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
132,757
shares
|
$7.73 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.18%
|
|