Lakeland Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 3.53 M | $226.45 M | -1.88% | 13.72% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 1.89 M | $121.25 M | 24.91% | 7.35% |
| VANGUARD GROUP INC | 11/07/2025 | 1.87 M | $119.92 M | -0.52% | 7.26% |
| STATE STREET CORP | 11/14/2025 | 1.33 M | $85.16 M | -2.07% | 5.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.03 M | $66.36 M | 0.99% | 4.02% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 860.26 K | $55.23 M | -2.46% | 3.35% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 755.79 K | $48.52 M | -17.54% | 2.94% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 726.20 K | $46.62 M | -0.76% | 2.82% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 651.74 K | $41.84 M | -5.42% | 2.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 619.43 K | $39.77 M | -0.42% | 2.41% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 11/12/2025 | 493.47 K | $31.68 M | 6.25% | 1.92% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2025 | 475.09 K | $30.50 M | 67.47% | 1.85% |
| BOSTON TRUST WALDEN CORP | 10/17/2025 | 373.33 K | $23.97 M | 100.00% | 1.45% |
| NORTHERN TRUST CORP | 11/14/2025 | 346.20 K | $22.23 M | -2.90% | 1.35% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 329.36 K | $21.15 M | -1.95% | 1.28% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 324.20 K | $20.81 M | -3.51% | 1.26% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 321.03 K | $20.61 M | 68.84% | 1.25% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 275.94 K | $17.71 M | -15.33% | 1.07% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 11/13/2025 | 199.76 K | $12.82 M | 0.33% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 195.56 K | $12.56 M | -1.28% | 0.76% |
| MORGAN STANLEY | 11/14/2025 | 182.92 K | $11.74 M | -16.10% | 0.71% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 180.41 K | $11.58 M | -18.12% | 0.70% |
| FMR LLC | 11/13/2025 | 155.38 K | $9.98 M | 12.54% | 0.60% |
| MONARCH CAPITAL MANAGEMENT INC/ | 10/20/2025 | 153.94 K | $9.88 M | -0.36% | 0.60% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 153.04 K | $9.83 M | 15.20% | 0.60% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 132.76 K | $8.52 M | -6.18% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 128.65 K | $8.26 M | -1.04% | 0.50% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 126.24 K | $8.10 M | -3.55% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 123.34 K | $7.92 M | -2.70% | 0.48% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 118.60 K | $7.61 M | 23.88% | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 112.20 K | $7.20 M | -14.02% | 0.44% |
| JPMORGAN CHASE & CO | 11/26/2025 | 111.21 K | $7.14 M | 66.44% | 0.43% |
| INVESCO LTD. | 11/13/2025 | 108.13 K | $6.94 M | 29.97% | 0.42% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 99.54 K | $6.39 M | 14.28% | 0.39% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 96.27 K | $6.18 M | -8.89% | 0.37% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 93.38 K | $5.99 M | 504.56% | 0.36% |
| NUVEEN, LLC | 11/12/2025 | 84.84 K | $5.45 M | -1.23% | 0.33% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 81.17 K | $5.21 M | -21.83% | 0.32% |
| UBS GROUP AG | 11/13/2025 | 79.80 K | $5.12 M | 27.28% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 78.60 K | $5.05 M | -32.16% | 0.31% |
| RHUMBLINE ADVISERS | 11/06/2025 | 77.90 K | $5.00 M | -4.32% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 68.28 K | $4.38 M | -3.04% | 0.27% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 65.05 K | $4.18 M | -39.45% | 0.25% |
| JANE STREET GROUP, LLC | 11/14/2025 | 59.66 K | $3.83 M | 374.57% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 58.62 K | $3.76 M | -16.67% | 0.23% |
| ROYAL BANK OF CANADA | 11/14/2025 | 53.58 K | $3.44 M | -2.03% | 0.21% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 53.31 K | $3.42 M | -21.74% | 0.21% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 49.90 K | $3.20 M | -86.99% | 0.19% |
| SWISS NATIONAL BANK | 11/13/2025 | 49.45 K | $3.17 M | 0.00% | 0.19% |
| 1ST SOURCE BANK | 11/12/2025 | 48.74 K | $3.13 M | 0.00% | 0.19% |
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Lakeland Financial Corporation institutional Ownership - FAQ's
During the previous two years, 321 institutional investors and hedge funds held shares of Lakeland Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 3.53 M
Neuberger Berman Group LLC: 1.89 M
VANGUARD GROUP INC: 1.87 M
STATE STREET CORP: 1.33 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.03 M
SILVERCREST ASSET MANAGEMENT GROUP LLC: 860,262
82.52% of Lakeland Financial Corporation 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 $1.78 B in transactions.