Lakeland Financial Corp (LKFN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

25,821,360Shares Outstanding

21,278,015Shares held by institutions

$1,236,678,232Value of institutional holdings

82.40%Institutional ownership %

-1.12%Shares Changed QoQ

221No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Lakeland Financial Corp (NASDAQ:LKFN) is held by 221 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 81.4% of outstanding shares in December 2025, down from 84.0% in September 2025.
Their total shares held in LKFN decreased -1.95% from the prior quarter, while the number of investors in Lakeland Financial decreased 3.91% year over year.
Activity in LKFN broke down as 86 buyers, 101 sellers, and 34 unchanged among 221 total holders.
Altogether, these fund groups held 21.01Mn shares in LKFN by December 2025, down by 417.4K shares quarter on quarter, and down 2.26Mn shares year over year.
BlackRock, Inc. is the top holder of Lakeland Financial as of December 31, 2025, with 3.56Mn shares representing 13.79% of outstanding stock.
Top purchasers of LKFN stock for the quarter ending December 2025 included FULLER & THALER ASSET MANAGEMENT, INC. (325.36K), Goldman Sachs Group Inc (322.53K), TUDOR INVESTMENT CORP ET AL (94.92K), Qube Research & Technologies Ltd (94.83K), Point72 Asset Management, L.P. (80.47K).
The biggest sellers of Lakeland Financial for the quarter ending December 2025 included VICTORY CAPITAL MANAGEMENT INC (751.79K), Bank Of America Corp /De/ (335.24K), Jpmorgan Chase & Co (138.25K), SILVERCREST ASSET MANAGEMENT GROUP LLC (135.33K), Neuberger Berman Group LLC (105.77K).
Lakeland Financial's 10 largest shareholders as of December 2025 include BlackRock, Inc. (3.56Mn), VANGUARD GROUP INC (1.89Mn), Neuberger Berman Group LLC (1.78Mn), State Street Corp (1.27Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.05Mn), SILVERCREST ASSET MANAGEMENT GROUP LLC (724.94K), DIMENSIONAL FUND ADVISORS LP (706.22K), FULLER & THALER ASSET MANAGEMENT, INC. (654.72K), GEODE CAPITAL MANAGEMENT, LLC (617.75K), Copeland Capital Management, LLC (615.68K) per Business Quant data.

221 Institutional Holders

21,278,015 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,561,209	33,997	0.96%	$203,202,585.00
VANGUARD GROUP INC	31 Dec, 2025	1,887,812	19,967	1.07%	$107,718,553.00
Neuberger Berman Group LLC	31 Dec, 2025	1,782,838	-105,773	-5.60%	$101,728,736.00
State Street Corp	31 Dec, 2025	1,274,040	-52,498	-3.96%	$72,696,722.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,049,197	15,610	1.51%	$59,867,181.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	31 Dec, 2025	724,936	-135,326	-15.73%	$41,364,986.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	706,224	-19,976	-2.75%	$40,297,623.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	654,724	325,361	98.78%	$37,358,542.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	617,754	-1,678	-0.27%	$35,253,235.00
Copeland Capital Management, LLC	31 Dec, 2025	615,680	-36,059	-5.53%	$35,130,761.00
Goldman Sachs Group Inc	31 Dec, 2025	502,940	322,528	178.77%	$28,697,794.00
NEUMEIER POMA INVESTMENT COUNSEL LLC	31 Dec, 2025	482,244	-11,225	-2.27%	$27,516,843.00
NFJ INVESTMENT GROUP, LLC	31 Dec, 2025	449,242	-25,849	-5.44%	$25,633,748.00
Boston Trust Walden Corp	31 Dec, 2025	344,319	-29,012	-7.77%	$19,646,842.00
Northern Trust Corp	31 Dec, 2025	330,005	-16,191	-4.68%	$18,830,085.00
Bank Of America Corp /De/	31 Dec, 2025	306,826	-335,236	-52.21%	$17,507,509.00
Ameriprise Financial Inc	31 Dec, 2025	297,791	21,856	7.92%	$16,991,974.00
Raymond James Financial Inc	31 Dec, 2025	293,813	-30,386	-9.37%	$16,839,323.00
Morgan Stanley	31 Dec, 2025	254,055	71,137	38.89%	$14,496,481.00
Bank of New York Mellon Corp	31 Dec, 2025	207,605	12,043	6.16%	$11,845,956.00

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