Lakeland Financial Corp (LKFN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

25,634,951Shares Outstanding

444,849Shares held by institutions

$27,407,147Value of institutional holdings

79.07%Institutional ownership %

-1.25%Shares Changed QoQ

215No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 215 institutional investors hold a position in Lakeland Financial Corp (NASDAQ:LKFN).

Institutional ownership in Lakeland Financial edged down to 79.1% in December 2025, compared to 82.8% in September 2025.
In percentage terms, this reflects as a holdings change of -1.25% quarter on quarter, and a decrease of 6.52% year over year.
Of these 215 institutional investors, 83 increased their holdings in Lakeland Financial, while 99 of them reduced positions, and 33 investors maintained their exposure.
The aggregate institutional position in Lakeland Financial now stands at 20.27Mn shares as of December 2025, after investors decreased their holdings (down by 256.78K shares quarter on quarter which is down 1.38Mn shares year over year).
The top institutional stake in Lakeland Financial as of December 31, 2025 belongs to BlackRock, Inc., which owns 3.56Mn shares, or 13.89% of the company.
Among the most significant buyers of Lakeland Financial during December 2025 were TUDOR INVESTMENT CORP ET AL (94.92K), Qube Research & Technologies Ltd (94.83K), Point72 Asset Management, L.P. (80.47K), RENAISSANCE TECHNOLOGIES LLC (71.61K), MORGAN STANLEY (71.14K).
Leading sellers of Lakeland Financial stock in December 2025 included VICTORY CAPITAL MANAGEMENT INC (751.79K), SILVERCREST ASSET MANAGEMENT GROUP LLC (135.33K), Neuberger Berman Group LLC (105.77K), STATE STREET CORP (52.50K), UBS Group AG (41.72K).
The top 10 institutional holders of Lakeland Financial for the quarter ending December 2025 included 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), GEODE CAPITAL MANAGEMENT, LLC (617.75K), Copeland Capital Management, LLC (615.68K), NEUMEIER POMA INVESTMENT COUNSEL LLC (482.24K).

215 Institutional Holders

444,849 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
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
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
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	327,362	-2,001	-0.61%	$18,679,271.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	306,826	-14,205	-4.42%	$17,507,509.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	297,791	21,856	7.92%	$16,991,974.00
MORGAN STANLEY	31 Dec, 2025	254,055	71,137	38.89%	$14,496,481.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	251,470	71,058	39.39%	$14,348,897.00
Bank of New York Mellon Corp	31 Dec, 2025	207,605	12,043	6.16%	$11,845,956.00
TIMUCUAN ASSET MANAGEMENT INC/FL	31 Dec, 2025	199,761	0	0.00%	$11,398,363.00

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