Lakeland Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.54 M | $202.92 M | -0.70% | 13.80% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 2.17 M | $124.25 M | 21.46% | 8.45% |
| STATE STREET CORP | 05/15/2026 | 1.38 M | $79.11 M | 8.21% | 5.38% |
| 05/15/2026 | 1.10 M | $63.01 M | 100.00% | 4.29% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 869.27 K | $49.88 M | -17.15% | 3.39% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 672.17 K | $38.57 M | -4.82% | 2.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 636.79 K | $36.54 M | 3.08% | 2.49% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 636.12 K | $36.50 M | -12.25% | 2.48% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 606.36 K | $34.79 M | -1.51% | 2.37% |
| 05/08/2026 | 573.73 K | $32.92 M | 100.00% | 2.24% | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 05/13/2026 | 478.16 K | $27.44 M | -0.85% | 1.87% |
| NFJ INVESTMENT GROUP, LLC | 05/13/2026 | 453.23 K | $26.01 M | 0.89% | 1.77% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 356.64 K | $20.46 M | 97.17% | 1.39% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 328.08 K | $18.83 M | 0.22% | 1.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 321.41 K | $18.44 M | 4.75% | 1.25% |
| NORTHERN TRUST CORP | 05/14/2026 | 318.93 K | $18.30 M | -3.36% | 1.24% |
| BOSTON TRUST WALDEN CORP | 04/24/2026 | 303.94 K | $17.44 M | -11.73% | 1.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 296.59 K | $16.83 M | 0.94% | 1.16% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 294.85 K | $16.92 M | -0.99% | 1.15% |
| FMR LLC | 05/15/2026 | 230.03 K | $13.20 M | 18.46% | 0.90% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 224.84 K | $12.90 M | -10.59% | 0.88% |
| MORGAN STANLEY | 05/15/2026 | 224.21 K | $12.87 M | -11.75% | 0.88% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 05/14/2026 | 210.41 K | $12.07 M | 5.33% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 204.49 K | $11.73 M | -1.50% | 0.80% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 195.09 K | $11.19 M | 12.49% | 0.76% |
| CITADEL ADVISORS LLC | 05/15/2026 | 189.88 K | $10.90 M | 131.15% | 0.74% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 168.93 K | $9.69 M | 100.00% | 0.66% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 156.75 K | $8.99 M | -1.56% | 0.61% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 155.27 K | $8.91 M | 1.01% | 0.61% |
| MONARCH CAPITAL MANAGEMENT INC/ | 04/16/2026 | 147.96 K | $8.49 M | -3.59% | 0.58% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 122.99 K | $7.06 M | 0.90% | 0.48% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 115.79 K | $6.64 M | -1.88% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 114.94 K | $6.60 M | -1.44% | 0.45% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 112.87 K | $6.48 M | 5.97% | 0.44% |
| INVESCO LTD. | 05/12/2026 | 108.22 K | $6.21 M | 2.58% | 0.42% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 105.19 K | $6.04 M | 37.50% | 0.41% |
| UBS GROUP AG | 05/05/2026 | 102.40 K | $5.88 M | 168.87% | 0.40% |
| NUVEEN, LLC | 04/30/2026 | 96.48 K | $5.54 M | 15.28% | 0.38% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 90.19 K | $5.17 M | 2.02% | 0.35% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 82.89 K | $4.76 M | -6.73% | 0.32% |
| RHUMBLINE ADVISERS | 05/12/2026 | 75.32 K | $4.32 M | 1.36% | 0.29% |
| JPMORGAN CHASE & CO | 05/13/2026 | 68.14 K | $3.85 M | -19.06% | 0.27% |
| SYM FINANCIAL CORP | 05/08/2026 | 65.18 K | $3.74 M | 237.48% | 0.25% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 59.95 K | $3.44 M | -36.85% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 59.21 K | $3.40 M | -26.56% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 58.54 K | $3.36 M | -55.05% | 0.23% |
| 1ST SOURCE BANK | 05/04/2026 | 58.43 K | $3.35 M | 19.88% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 58.37 K | $3.35 M | -28.93% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 56.60 K | $3.25 M | -10.23% | 0.22% |
| HRT FINANCIAL LP | 05/14/2026 | 52.18 K | $2.99 M | 962.28% | 0.20% |
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Lakeland Financial Corp. institutional Ownership - FAQ's
During the previous two years, 313 institutional investors and hedge funds held shares of Lakeland Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.54 M
Neuberger Berman Group LLC: 2.17 M
STATE STREET CORP: 1.38 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 869,268
DIMENSIONAL FUND ADVISORS LP: 672,171
GEODE CAPITAL MANAGEMENT, LLC: 636,788
81.29% of Lakeland Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 27.85 M shares in the last 24 months. This purchase volume represents approximately $1.57 B in transactions.