Lakeland Financial LKFN Institutional Ownership

NASDAQ LKFN

$60.24 +0.26 (+0.43%)

As of: Sep 9, 2026 · 3:59 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%

▲+5.39 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

$1.33Bn

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) has 255 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 87.6% of Lakeland Financial's outstanding shares in June 2026, up from 82.2% in March 2026.
Their total shares held in LKFN increased 6.4% from the prior quarter, while the number of investors in Lakeland Financial increased 8.97% year over year.
Among the 255 funds, 141 bought more Lakeland Financial shares, 69 sold down, and 45 held their ground.
Combined, these investors held 21.96Mn shares in LKFN for June 2026, up by 1.32Mn shares quarter on quarter, and down 1.02Mn shares year over year.
As of June 30, 2026, the biggest holder of Lakeland Financial is BlackRock, Inc. at 3.64Mn shares, representing 14.52% of shares outstanding.
Top purchasers of LKFN stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (940.86K), FULLER & THALER ASSET MANAGEMENT, INC. (351.57K), AMERICAN CENTURY COMPANIES INC (239.68K), AQR CAPITAL MANAGEMENT LLC (144.47K), BlackRock, Inc. (102.65K).
Leading sellers of Lakeland Financial shares for the quarter ending June 2026 were Copeland Capital Management, LLC (606.32K), NFJ INVESTMENT GROUP, LLC (220.48K), Bank Of America Corp /De/ (104.78K), ENVESTNET ASSET MANAGEMENT INC (93.93K), Northern Trust Corp (47.36K).
Per Business Quant, the top 10 investors in LKFN for the quarter ending June 2026 include BlackRock, Inc. (3.64Mn), Neuberger Berman Group LLC (2.18Mn), State Street Corp (1.43Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.07Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (940.86K), Sixth Street Partners Management Company, L.P. (940.86K), DIMENSIONAL FUND ADVISORS LP (687.08K), FULLER & THALER ASSET MANAGEMENT, INC. (679.66K), GEODE CAPITAL MANAGEMENT, LLC (661.62K), VANGUARD PORTFOLIO MANAGEMENT LLC (598.95K).

Form 13F Holdings

255 Institutional Holders

Report period 30 Jun, 2026

Total shares held 21.96Mn

Of outstanding 87.63%

#	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

Showing 1 to 20 of 255 holders