Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 74.37% institutional investors, 4.60% insiders, and 21.04% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.57% of LKFN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.07% of its assets in Lakeland Financial shares.
LKFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lakeland Financial | 74.37% | 4.60% | 21.04% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.74M | 14.57% | $257.16M |
| Blackrock | 3.67M | 14.32% | $226.03M |
| Vanguard group | 1.94M | 7.56% | $133.42M |
| Victory capital management | 1.35M | 5.24% | $92.56M |
| Neuberger berman group | 1.26M | 4.91% | $86.68M |
| State street | 1.25M | 4.87% | $76.86M |
| Charles schwab investment management | 946.28K | 3.69% | $65.07M |
| Silvercrest asset management group | 827.86K | 3.23% | $50.93M |
| Dimensional fund advisors lp | 807.52K | 3.15% | $55.53M |
| Copeland capital management | 764.19K | 2.98% | $52.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Neumeier poma investment counsel | 476.11K | 3.17% | $32.74M |
| John w. rosenthal capital management | 45.95K | 2.93% | $3.16M |
| Monarch capital management inc/ | 155.09K | 2.92% | $10.66M |
| Albert d mason | 22.64K | 1.04% | $1.56M |
| Copeland capital management | 764.19K | 0.98% | $52.55M |
| Sippican capital advisors | 19.38K | 0.97% | $1.33M |
| Bridge city capital | 31.46K | 0.65% | $1.94M |
| Timucuan asset management inc/fl | 188.46K | 0.40% | $12.96M |
| Silvercrest asset management group | 827.86K | 0.35% | $50.93M |
| Nfj investment group | 152.17K | 0.34% | $10.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 336.11K | 0.01% | 336.11K |
| Neuberger berman group | 1.26M | 0.07% | 166.27K |
| Assenagon asset management | 153.57K | 0.02% | 153.57K |
| First trust advisors lp | 307.24K | 0.02% | 107.77K |
| Vanguard group | 1.94M | 0.00% | 100.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston trust walden | - | - | -337.72K |
| Kayne anderson rudnick investment management | 538.13K | 0.09% | -288.31K |
| Victory capital management | 1.35M | 0.09% | -139.00K |
| Blackrock | 3.67M | 0.01% | -77.22K |
| Millennium management | 46.59K | 0.00% | -46.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 336.11K | 0.01% | 336.11K | $23.11M |
| Assenagon asset management | 153.57K | 0.02% | 153.57K | $10.56M |
| Graham capital management | 4.03K | 0.00% | 4.03K | $277.10K |
| Amundi | 3.82K | 0.00% | 3.82K | $231.33K |
| Profund advisors | 3.49K | 0.01% | 3.49K | $240.25K |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -1.00 |
| Mendota financial group | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Anchor investment management | -16.00 |
| Capital performance advisors llp | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 214 | -9.32% | 19,094,705 | -10.55% | 74 | 1.08% | 89 | -23.93% | 75 | -5.06% |
| Sep 30, 2024 | 233 | 6.39% | 21,294,004 | 0.38% | 82 | 1.21% | 115 | 17.35% | 78 | 2.63% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.58M | 6.07% | - |
| Victory Sycamore Small Company Opp R | 1.00M | 3.94% | -76.00K |
| Victory Small Cap Value CIT (Net 75) | 1.00M | 3.94% | -76.00K |
| Vanguard Total Stock Mkt Idx Inv | 847.13K | 3.26% | 1.06K |
| Neuberger Berman Genesis Inv | 816.05K | 3.20% | 99.02K |
| Vanguard US Total Market Shares ETF | 755.48K | 2.96% | 963.00 |
| Schwab US Dividend Equity ETF™ | 707.49K | 2.72% | 520.00 |
| iShares Russell 2000 ETF | 684.57K | 2.63% | - |
| Neumeier Poma Small Cap Value | 398.62K | 1.56% | -18.73K |
| Vanguard Institutional Extnd Mkt Idx Tr | 393.25K | 1.51% | 609.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2025 | Leniski Stephanie R | Executive Vice President | Sell | $92.90K |
| Mar 11, 2025 | WELCH M SCOTT | - | Buy | $307.00K |
| Mar 07, 2025 | WELCH M SCOTT | - | Buy | $37.54K |
| Mar 10, 2025 | WELCH M SCOTT | - | Buy | $575.84K |
| Feb 25, 2025 | Robinson-Gay Donald | Senior Vice President | Sell | $36.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 3 | 3 |
| 2024 Q4 | 1 | 4 |
| 2024 Q3 | 1 | 5 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 1 | 11 |
LKFN Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools