Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 86.52% institutional investors, 2.83% insiders, and 10.65% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.36% of LKFN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.09% of its assets in Lakeland Financial shares.
LKFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lakeland Financial | 86.52% | 2.83% | 10.65% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.64M | 14.36% | $224.60M |
| Blackrock | 3.67M | 14.32% | $226.03M |
| Neuberger berman group | 2.18M | 8.58% | $134.29M |
| Vanguard group | 1.89M | 7.37% | $107.72M |
| State street | 1.43M | 5.63% | $88.14M |
| Vanguard capital management | 1.07M | 4.20% | $65.75M |
| Charles schwab investment management | 940.86K | 3.71% | $58.07M |
| Sixth street partners management company | 940.86K | 3.71% | $58.07M |
| Dimensional fund advisors lp | 687.08K | 2.71% | $42.41M |
| Fuller & thaler asset management | 679.65K | 2.68% | $41.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Neumeier poma investment counsel | 497.40K | 2.10% | $30.70M |
| Monarch capital management inc/ | 146.83K | 2.08% | $9.06M |
| John w. rosenthal capital management | 34.45K | 1.86% | $2.13M |
| Bridge city capital | 41.74K | 0.59% | $2.58M |
| Nfj investment group | 232.75K | 0.49% | $14.37M |
| Timucuan asset management inc/fl | 210.41K | 0.48% | $12.99M |
| Isam funds (uk) | 6.50K | 0.28% | $401.18K |
| Mqs management | 3.58K | 0.27% | $220.90K |
| Silvercrest asset management group | 588.82K | 0.24% | $36.34M |
| Uncommon cents investing | 15.27K | 0.20% | $942.19K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 940.86K | 0.01% | 940.86K |
| Fuller & thaler asset management | 679.65K | 0.11% | 351.57K |
| American century companies | 355.47K | 0.01% | 239.68K |
| Aqr capital management | 203.68K | 0.00% | 144.47K |
| Blackrock funding, inc. /de | 3.64M | 0.00% | 102.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Copeland capital management | 44.00 | 0.00% | -606.32K |
| Nfj investment group | 232.75K | 0.49% | -220.49K |
| Segall bryant & hamill | - | - | -109.76K |
| Bank of america corp /de/ | 216.63K | 0.00% | -104.78K |
| Envestnet asset management | 21.01K | 0.00% | -93.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 940.86K | 0.01% | 940.86K | $58.07M |
| Y-intercept (hong kong) | 35.84K | 0.04% | 35.84K | $2.21M |
| Wesbanco bank | 23.30K | 0.04% | 23.30K | $1.44M |
| Quadrature capital | 17.00K | 0.01% | 17.00K | $1.05M |
| Mariner | 12.80K | 0.00% | 12.80K | $789.75K |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Dinuzzo private wealth | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Mendota financial group | -1.00 |
| Bay harbor wealth management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 254 | 7.17% | 21,928,944 | 5.27% | 86 | 1.31% | 139 | 31.13% | 69 | -22.47% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.51M | 6.09% | -3.95K |
| Neuberger Genesis Inv | 1.27M | 5.12% | -21.36K |
| Victory Small Cap Value CIT (Net 75) | 1.00M | 3.94% | -76.00K |
| Neuberger Berman Genesis Inv | 963.77K | 3.77% | 155.78K |
| Vanguard MStar Total Stk Mkt Idx Invest | 759.83K | 3.06% | 6.67K |
| Vanguard Morn Total Stk Mkt Idx Investor | 753.15K | 3.03% | -44.95K |
| Vanguard Total Stock Mkt Idx Inv | 753.15K | 3.02% | -44.95K |
| 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™ | 653.94K | 2.63% | 1.60K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2026 | Robinson-Gay Donald | Senior Vice President | Sell | $31.50K |
| Jul 30, 2026 | Clark Kyra E | Senior Vice President | Sell | $15.80K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 4 |
| 2026 Q1 | 3 | 5 |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | 4 |
LKFN Ownership FAQ
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