Lakeland Financial Ownership | Who Owns Lakeland Financial?
Lakeland Financial Ownership Summary
Lakeland Financial is owned by 14.54% institutional investors, 2.85% insiders, and 82.61% 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 6.13% of its assets in Lakeland Financial shares.
LKFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lakeland Financial | 14.54% | 2.85% | 82.61% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.67M | 14.32% | $226.03M |
| Blackrock funding, inc. /de | 3.56M | 13.90% | $203.20M |
| Vanguard group | 1.89M | 7.37% | $107.72M |
| Neuberger berman group | 1.89M | 7.35% | $121.25M |
| 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 | 706.22K | 2.76% | $40.30M |
| Geode capital management | 617.75K | 2.41% | $35.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Neumeier poma investment counsel | 482.24K | 2.27% | $27.52M |
| John w. rosenthal capital management | 42.85K | 2.27% | $2.45M |
| Monarch capital management inc/ | 153.47K | 2.15% | $8.76M |
| Nfj investment group | 475.09K | 1.05% | $30.50M |
| Copeland capital management | 615.68K | 0.78% | $35.13M |
| Sippican capital advisors | 17.16K | 0.63% | $979.38K |
| Bridge city capital | 30.74K | 0.52% | $1.75M |
| Timucuan asset management inc/fl | 199.76K | 0.38% | $12.82M |
| Silvercrest asset management group | 860.26K | 0.37% | $55.23M |
| Uncommon cents investing | 15.27K | 0.21% | $871.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 1.89M | 0.09% | 376.58K |
| Nfj investment group | 475.09K | 1.05% | 191.40K |
| Renaissance | 130.23K | 0.01% | 71.61K |
| Morgan stanley | 254.06K | 0.00% | 71.14K |
| Goldman sachs group | 251.47K | 0.00% | 71.06K |
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 |
| Truemark investments | - | - | -93.38K |
| Natixis advisors | - | - | -89.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Elo mutual pension insurance | 13.33K | 0.01% | 13.33K | $760.50K |
| Numerai gp | 12.43K | 0.11% | 12.43K | $798.13K |
| Brevan howard capital management lp | 6.72K | 0.00% | 6.72K | $431.62K |
| Quantinno capital management lp | 4.87K | 0.00% | 4.87K | $312.38K |
| Virtu financial | 3.48K | 0.01% | 3.48K | $214.00K |
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 |
| Hfm investment advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 214 | -9.32% | 19,094,705 | -10.55% | 74 | 1.08% | 89 | -23.93% | 75 | -5.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.55M | 6.13% | -158.08K |
| Neuberger Genesis Inv | 1.09M | 4.32% | -100.80K |
| Victory Small Cap Value CIT (Net 75) | 1.00M | 3.94% | -76.00K |
| Neuberger Berman Genesis Inv | 963.77K | 3.77% | 155.78K |
| Schwab US Dividend Equity ETF™ | 783.10K | 3.10% | 1.67K |
| Vanguard Total Stock Mkt Idx Inv | 777.11K | 3.08% | 4.69K |
| Vanguard US Total Market Shares ETF | 755.48K | 2.96% | 963.00 |
| Victory Sycamore Small Company Opp R | 674.00K | 2.64% | -132.00K |
| iShares Russell 2000 ETF | 593.83K | 2.35% | 56.08K |
| Neumeier Poma Small Cap Value | 423.51K | 1.68% | -5.21K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 09, 2026 | WELCH M SCOTT | - | Buy | $277.25K |
| Feb 27, 2026 | WELCH M SCOTT | - | Buy | $579.50K |
| Feb 23, 2026 | Toothaker Bradley J | - | Sell | $331.79K |
| Feb 02, 2026 | Lahrman Brok A | SVP, Chief Accounting Officer | Sell | $16.71K |
| Feb 04, 2026 | Leniski Stephanie R | Executive Vice President | Sell | $104.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | 5 |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | 4 |
| 2025 Q2 | 1 | 2 |
| 2025 Q1 | 3 | 3 |
LKFN Ownership FAQ
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