Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 82.66% institutional investors, 3.34% insiders, and 14.00% retail investors. Blackrock is the largest institutional shareholder, holding 14.32% of LKFN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in Lakeland Financial shares.
LKFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lakeland Financial | 82.66% | 3.34% | 14.00% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.32% | $226.03M |
| Vanguard group | 1.84M | 7.18% | $113.25M |
| Victory capital management | 1.54M | 6.00% | $94.64M |
| State street | 1.25M | 4.87% | $76.86M |
| Neuberger berman group | 1.10M | 4.28% | $67.61M |
| Charles schwab investment management | 875.75K | 3.41% | $53.88M |
| Kayne anderson rudnick investment management | 845.92K | 3.30% | $52.04M |
| Silvercrest asset management group | 827.86K | 3.23% | $50.93M |
| Dimensional fund advisors lp | 816.55K | 3.18% | $50.23M |
| Copeland capital management | 744.62K | 2.90% | $45.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 44.93K | 3.92% | $2.76M |
| Neumeier poma investment counsel | 538.74K | 3.03% | $33.14M |
| Monarch capital management inc/ | 158.84K | 2.87% | $9.77M |
| Albert d mason | 22.53K | 0.94% | $1.39M |
| Copeland capital management | 744.62K | 0.86% | $45.81M |
| Sippican capital advisors | 15.60K | 0.76% | $959.77K |
| Bridge city capital | 31.46K | 0.65% | $1.94M |
| Timucuan asset management inc/fl | 187.81K | 0.40% | $11.55M |
| Kfg wealth management | 15.03K | 0.37% | $924.46K |
| Silvercrest asset management group | 827.86K | 0.35% | $50.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silvercrest asset management group | 827.86K | 0.35% | 75.97K |
| First trust advisors lp | 162.34K | 0.01% | 65.33K |
| Eagle asset management | 193.21K | 0.06% | 62.98K |
| Raymond james & associates | 98.22K | 0.00% | 55.98K |
| Renaissance | 57.05K | 0.01% | 49.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston trust walden | - | - | -337.72K |
| Kayne anderson rudnick investment management | 845.92K | 0.13% | -124.27K |
| Blackrock | 3.67M | 0.01% | -77.22K |
| Goldman sachs group | 80.99K | 0.00% | -75.79K |
| Victory capital management | 1.54M | 0.09% | -57.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Squarepoint ops | 21.97K | 0.00% | 21.97K | $1.35M |
| Corebridge financial | 14.46K | 0.00% | 14.46K | $889.52K |
| Mirae asset global etfs | 13.02K | 0.00% | 13.02K | $800.74K |
| D. e. shaw | 7.42K | 0.00% | 7.42K | $456.29K |
| Avantax advisory services | 6.89K | 0.00% | 6.89K | $423.63K |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -1.00 |
| Harbor investment advisory | -25.00 |
| Steward partners investment advisory | -39.00 |
| Oakworth capital | -40.00 |
| Pacific capital wealth advisors | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 216 | -4.00% | 21,209,265 | -0.04% | 82 | 1.21% | 97 | -1.02% | 75 | -12.79% |
| Mar 31, 2024 | 225 | 8.17% | 21,218,249 | 0.74% | 82 | 1.22% | 98 | 2.08% | 86 | 7.50% |
| Dec 31, 2023 | 208 | 3.48% | 21,061,953 | 1.57% | 82 | 1.25% | 96 | 11.63% | 80 | -5.88% |
| Sep 30, 2023 | 201 | 1.00% | 20,736,980 | 1.04% | 80 | 1.26% | 86 | -10.42% | 85 | 19.72% |
| Jun 30, 2023 | 199 | -7.01% | 20,523,924 | 0.04% | 80 | 1.25% | 96 | -3.03% | 71 | -14.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.62M | 6.34% | - |
| Victory Sycamore Small Company Opp R | 1.08M | 4.24% | -59.00K |
| Victory Small Cap Value CIT (Net 75) | 1.08M | 4.24% | -59.00K |
| Vanguard Total Stock Mkt Idx Inv | 747.89K | 2.93% | -7.58K |
| Neuberger Berman Genesis Inv | 717.03K | 2.81% | -3.39K |
| iShares Russell 2000 ETF | 650.90K | 2.55% | - |
| Schwab US Dividend Equity ETF™ | 627.01K | 2.46% | 520.00 |
| Neumeier Poma Small Cap Value | 417.34K | 1.64% | -43.86K |
| Vanguard Institutional Extnd Mkt Idx Tr | 383.08K | 1.50% | -17.13K |
| FullerThaler Behavioral Small-Cap Equity | 272.41K | 1.07% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Ottinger Eric H | Executive Vice President | Sell | $3.01K |
| Nov 18, 2024 | Ottinger Eric H | Executive Vice President | Sell | $290.99K |
| Nov 12, 2024 | FINDLAY DAVID M | CEO | Sell | $728.17K |
| Nov 08, 2024 | BARTELS ROBERT E JR | - | Buy | $58.00K |
| Nov 06, 2024 | Lahrman Brok A | SVP, Chief Accounting Officer | Sell | $11.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 4 |
| 2024 Q3 | 1 | 5 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 1 | 11 |
| 2023 Q4 | 1 | 1 |
LKFN Ownership FAQ
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