Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 55.57% institutional investors, 2.87% insiders, and 41.56% 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 6.17% of its assets in Lakeland Financial shares.
LKFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lakeland Financial | 55.57% | 2.87% | 41.56% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.32% | $226.03M |
| Blackrock funding, inc. /de | 3.54M | 13.80% | $202.92M |
| Neuberger berman group | 2.17M | 8.45% | $124.25M |
| Vanguard group | 1.89M | 7.37% | $107.72M |
| State street | 1.38M | 5.38% | $79.11M |
| Charles schwab investment management | 869.27K | 3.39% | $49.88M |
| Dimensional fund advisors lp | 672.17K | 2.62% | $38.57M |
| Geode capital management | 636.79K | 2.49% | $36.54M |
| Silvercrest asset management group | 636.12K | 2.48% | $36.50M |
| Copeland capital management | 606.36K | 2.37% | $34.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 42.85K | 2.41% | $2.46M |
| Neumeier poma investment counsel | 478.16K | 2.26% | $27.44M |
| Monarch capital management inc/ | 147.96K | 2.08% | $8.49M |
| Nfj investment group | 453.23K | 0.99% | $26.01M |
| Copeland capital management | 606.36K | 0.77% | $34.79M |
| Bridge city capital | 30.52K | 0.49% | $1.75M |
| Timucuan asset management inc/fl | 210.41K | 0.44% | $12.07M |
| Sym financial | 65.17K | 0.37% | $3.74M |
| Silvercrest asset management group | 636.12K | 0.26% | $36.50M |
| Uncommon cents investing | 15.27K | 0.20% | $875.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 2.17M | 0.09% | 382.56K |
| Two sigma investments, lp | 356.64K | 0.02% | 175.76K |
| Vanguard fiduciary trust | 168.93K | 0.00% | 168.93K |
| Citadel advisors | 189.88K | 0.00% | 107.73K |
| State street | 1.38M | 0.00% | 104.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 869.27K | 0.01% | -179.93K |
| Segall bryant & hamill | - | - | -109.76K |
| Truemark investments | - | - | -93.38K |
| Natixis advisors | - | - | -89.78K |
| Silvercrest asset management group | 636.12K | 0.26% | -88.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 168.93K | 0.00% | 168.93K | $9.69M |
| Vanguard asset management | 17.44K | 0.00% | 17.44K | $1.00M |
| Graham capital management | 12.20K | 0.02% | 12.20K | $699.98K |
| Vanguard global advisers | 9.84K | 0.00% | 9.84K | $564.33K |
| Arrowstreet capital, limited partnership | 8.43K | 0.00% | 8.43K | $483.48K |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Mendota financial group | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Dinuzzo private wealth | -1.00 |
| Bay harbor wealth management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 168 | -25.99% | 14,239,201 | -31.29% | 55 | 0.85% | 77 | -12.50% | 57 | -45.19% |
| Dec 31, 2025 | 73 | -70.08% | 3,726,322 | -82.44% | 14 | 0.21% | 18 | -82.86% | 35 | -63.92% |
| Sep 30, 2025 | 101 | -55.70% | 5,527,975 | -73.39% | 21 | 0.33% | 38 | -63.11% | 39 | -53.57% |
| Jun 30, 2025 | 231 | -5.71% | 21,318,147 | -0.48% | 82 | 1.19% | 106 | -10.92% | 84 | 6.33% |
| Mar 31, 2025 | 243 | 4.29% | 21,413,044 | -1.02% | 83 | 1.17% | 119 | 19.00% | 77 | -3.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.54M | 6.17% | 369.00 |
| Neuberger Genesis Inv | 1.30M | 4.97% | 203.65K |
| Victory Small Cap Value CIT (Net 75) | 1.00M | 3.94% | -76.00K |
| Neuberger Berman Genesis Inv | 963.77K | 3.77% | 155.78K |
| Vanguard Total Stock Mkt Idx Inv | 795.42K | 3.19% | 5.25K |
| Vanguard US Total Market Shares ETF | 755.48K | 2.96% | 963.00 |
| Victory Sycamore Small Company Opp R | 674.00K | 2.64% | -132.00K |
| Schwab US Dividend Equity ETF™ | 581.75K | 2.34% | 490.00 |
| iShares Russell 2000 ETF | 578.26K | 2.32% | 4.89K |
| Neumeier Poma Small Cap Value | 419.43K | 1.61% | -4.08K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2026 | Toothaker Bradley J | - | Sell | $357.65K |
| May 06, 2026 | ROSS STEVEN D | - | Sell | $80.06K |
| May 05, 2026 | ROSS STEVEN D | - | Sell | $1.19K |
| May 01, 2026 | Ottinger Eric H | Executive Vice President | Sell | $131.34K |
| Mar 12, 2026 | WELCH M SCOTT | - | Buy | $562.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | 3 | 5 |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | 4 |
| 2025 Q2 | 1 | 2 |
LKFN Ownership FAQ
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