Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 82.91% institutional investors, 2.77% insiders, and 14.32% 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 | 82.91% | 2.77% | 14.32% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.32% | $226.03M |
| Blackrock funding, inc. /de | 3.59M | 13.98% | $220.91M |
| 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 | 881.94K | 3.43% | $54.20M |
| Dimensional fund advisors lp | 807.52K | 3.15% | $55.53M |
| 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 | 42.98K | 2.66% | $2.64M |
| Neumeier poma investment counsel | 464.43K | 2.66% | $28.54M |
| Monarch capital management inc/ | 153.94K | 2.42% | $9.88M |
| Sippican capital advisors | 19.38K | 0.97% | $1.33M |
| Copeland capital management | 651.74K | 0.87% | $41.84M |
| Bridge city capital | 36.26K | 0.63% | $2.23M |
| Nfj investment group | 283.69K | 0.61% | $17.43M |
| Silvercrest asset management group | 881.94K | 0.36% | $54.20M |
| Timucuan asset management inc/fl | 199.11K | 0.36% | $12.24M |
| Fi3 financial advisors | 11.23K | 0.25% | $690.21K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston trust walden | 373.33K | 0.18% | 373.33K |
| Neuberger berman group | 1.26M | 0.07% | 166.27K |
| Nfj investment group | 283.69K | 0.61% | 131.95K |
| First trust advisors lp | 307.24K | 0.02% | 107.77K |
| Vanguard group | 1.94M | 0.00% | 100.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | 1.73K | 0.00% | -239.71K |
| Victory capital management | 1.35M | 0.09% | -139.00K |
| Segall bryant & hamill | - | - | -109.76K |
| Blackrock funding, inc. /de | 3.59M | 0.00% | -99.28K |
| Natixis advisors | - | - | -89.78K |
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 |
| Fj capital management | 21.79K | 0.14% | 21.79K | $1.34M |
| Truemark investments | 15.45K | 0.21% | 15.45K | $949.10K |
| Jupiter asset management | 9.72K | 0.01% | 9.72K | $597.42K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 216 | -4.00% | 21,209,265 | -0.04% | 82 | 1.21% | 97 | -1.02% | 75 | -12.79% |
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 Q3 | 1 | 4 |
| 2025 Q2 | 1 | 2 |
| 2025 Q1 | 3 | 3 |
| 2024 Q4 | 1 | 4 |
| 2024 Q3 | 1 | 5 |
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