Lakeland Financial LKFN Institutional Ownership

NASDAQ LKFN
$58.74 +0.64 (+1.10%)
As of: Oct 2, 2026 · 2:30 PM EDT

Institutions by Trading Activity

255 Institutions
Increased 141 55.3%
Unchanged 45 17.6%
Reduced 69 27.1%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
87.63%
▲+5.44 pp QoQ
Shares Held by Institutions
21.96Mn
of 25.06Mn outstanding
▲+6.40% QoQ
Shares Outstanding
25.06Mn
3.10Mn held outside 13F filers
Institutional Investors
255
filed 13F for Jun 2026
▲+21 vs prior quarter
Net Shares Added (QoQ)
+1.32Mn
accumulated since last quarter
Value of Holdings
$1.27Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Lakeland Financial Corp (NASDAQ:LKFN) is held by 255 institutional investors per 13F filings through June 2026.

Form 13F Holdings

255 Institutional Holders

Report period 30 Jun, 2026
Total shares held 21.96Mn
Of outstanding 87.63%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 3,639,015 14.52% ▲102,649 +2.90% $224.60Mn
2 Neuberger Berman Group LLC 0001465109 2,175,765 8.68% ▲10,368 +0.48% $134.29Mn
3 State Street Corp 0000093751 1,428,098 5.70% ▲49,399 +3.58% $88.14Mn
4 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 1,065,329 4.25% ▼32,714 -2.98% $65.75Mn
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 940,862 3.75% ▲71,594 +8.24% $58.07Mn
5 Sixth Street Partners Management Company, L.P. 0001812095 940,862 3.75% ▲940,862 0.00% $58.07Mn
6 DIMENSIONAL FUND ADVISORS LP 0000354204 687,078 2.74% ▲14,907 +2.22% $42.41Mn
7 FULLER & THALER ASSET MANAGEMENT, INC. 0001082327 679,655 2.71% ▲351,573 +107.16% $41.95Mn
8 GEODE CAPITAL MANAGEMENT, LLC 0001214717 661,616 2.64% ▲24,828 +3.90% $40.84Mn
9 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 598,952 2.39% ▲25,224 +4.40% $36.97Mn
10 SILVERCREST ASSET MANAGEMENT GROUP LLC 0001232395 588,817 2.35% ▼47,300 -7.44% $36.34Mn
11 NEUMEIER POMA INVESTMENT COUNSEL LLC 0001044936 497,399 1.98% ▲19,235 +4.02% $30.70Mn
12 TWO SIGMA INVESTMENTS, LP 0001179392 417,612 1.67% ▲60,971 +17.10% $25.78Mn
13 AMERICAN CENTURY COMPANIES INC 0000748054 355,466 1.42% ▲239,681 +207.01% $21.94Mn
14 Raymond James Financial Inc 0000720005 300,208 1.20% ▲3,623 +1.22% $18.53Mn
15 Boston Trust Walden Corp 0001534866 293,880 1.17% ▼10,062 -3.31% $18.14Mn
16 Ameriprise Financial Inc 0000820027 292,152 1.17% ▼2,696 -0.91% $18.03Mn
17 Northern Trust Corp 0000073124 271,574 1.08% ▼47,359 -14.85% $16.76Mn
18 FMR LLC 0000315066 252,764 1.01% ▲22,737 +9.88% $15.60Mn
19 CITADEL ADVISORS LLC 0001423053 242,114 0.97% ▲52,239 +27.51% $14.94Mn