Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 21.50% institutional investors, 2.75% insiders, and 75.75% 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 5.95% of its assets in Lakeland Financial shares.
LKFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lakeland Financial | 21.50% | 2.75% | 75.75% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.32% | $226.03M |
| Blackrock funding, inc. /de | 3.53M | 13.72% | $226.45M |
| Neuberger berman group | 1.89M | 7.35% | $121.25M |
| Vanguard group | 1.87M | 7.26% | $119.92M |
| State street | 1.33M | 5.16% | $85.16M |
| Charles schwab investment management | 1.03M | 4.02% | $66.36M |
| Silvercrest asset management group | 860.26K | 3.35% | $55.23M |
| Victory capital management | 755.79K | 2.94% | $48.52M |
| Dimensional fund advisors lp | 726.20K | 2.82% | $46.62M |
| Copeland capital management | 651.74K | 2.53% | $41.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 42.85K | 2.64% | $2.75M |
| Neumeier poma investment counsel | 493.47K | 2.59% | $31.68M |
| Monarch capital management inc/ | 153.94K | 2.42% | $9.88M |
| Nfj investment group | 475.09K | 1.05% | $30.50M |
| Truemark investments | 93.38K | 1.04% | $5.99M |
| Sippican capital advisors | 23.66K | 1.00% | $1.52M |
| Copeland capital management | 651.74K | 0.87% | $41.84M |
| Bridge city capital | 35.67K | 0.61% | $2.29M |
| Timucuan asset management inc/fl | 199.76K | 0.38% | $12.82M |
| Silvercrest asset management group | 860.26K | 0.37% | $55.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 1.89M | 0.09% | 376.58K |
| Boston trust walden | 373.33K | 0.18% | 373.33K |
| Nfj investment group | 475.09K | 1.05% | 191.40K |
| Truemark investments | 93.38K | 1.04% | 77.93K |
| Eagle asset management | 193.21K | 0.06% | 62.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 49.90K | 0.00% | -333.62K |
| Victory capital management | 755.79K | 0.03% | -160.76K |
| Segall bryant & hamill | - | - | -109.76K |
| Natixis advisors | - | - | -89.78K |
| Blackrock | 3.67M | 0.01% | -77.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston trust walden | 373.33K | 0.18% | 373.33K | $23.97M |
| Allspring global investments | 23.73K | 0.00% | 23.73K | $1.52M |
| Numerai gp | 12.43K | 0.11% | 12.43K | $798.13K |
| Assenagon asset management | 7.39K | 0.00% | 7.39K | $474.25K |
| Pathstone | 6.76K | 0.00% | 6.76K | $433.92K |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Mendota financial group | -1.00 |
| Global financial private client | -3.00 |
| Bruce g. allen investments | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.52M | 5.95% | - |
| 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 | 773.05K | 3.03% | -16.25K |
| Vanguard US Total Market Shares ETF | 755.48K | 2.96% | 963.00 |
| Schwab US Dividend Equity ETF™ | 727.19K | 2.85% | 143.00 |
| Victory Sycamore Small Company Opp R | 674.00K | 2.64% | -132.00K |
| iShares Russell 2000 ETF | 601.37K | 2.36% | - |
| Neumeier Poma Small Cap Value | 402.70K | 1.58% | -10.00K |
| First Trust RBA Amer Indl RenaisTM ETF | 322.95K | 1.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 08, 2025 | BARTELS ROBERT E JR | - | Buy | $20.06K |
| Aug 25, 2025 | Ottinger Eric H | Executive Vice President | Sell | $310.85K |
| Jul 29, 2025 | O'Neill Lisa M | EVP & CFO | Sell | $160.08K |
| Jul 29, 2025 | O'Neill Lisa M | EVP & CFO | Sell | $6.71K |
| Jul 30, 2025 | Clark Kyra E | Senior Vice President | Sell | $20.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | 4 |
| 2025 Q2 | 1 | 2 |
| 2025 Q1 | 3 | 3 |
| 2024 Q4 | 1 | 4 |
LKFN Ownership FAQ
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