Lakeland Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.64 M | $224.60 M | 2.90% | 14.52% |
| NEUBERGER BERMAN GROUP LLC | 10/27/2026 | 2.18 M | $134.29 M | 0.48% | 8.58% |
| STATE STREET CORP | 09/22/2026 | 1.43 M | $88.14 M | 3.58% | 5.63% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.07 M | $65.75 M | -2.98% | 4.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 940.86 K | $58.07 M | 8.24% | 3.75% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 940.86 K | $58.07 M | 100.00% | 3.75% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 687.08 K | $42.41 M | 2.22% | 2.74% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 679.66 K | $41.95 M | 107.16% | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 661.62 K | $40.84 M | 3.90% | 2.64% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 598.95 K | $36.97 M | 4.40% | 2.39% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 588.82 K | $36.34 M | -7.44% | 2.35% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 08/13/2026 | 497.40 K | $30.70 M | 4.02% | 1.98% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 417.61 K | $25.78 M | 17.10% | 1.67% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 355.47 K | $21.94 M | 207.01% | 1.42% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 300.21 K | $18.53 M | 1.22% | 1.20% |
| BOSTON TRUST WALDEN CORP | 07/24/2026 | 293.88 K | $18.14 M | -3.31% | 1.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 292.15 K | $18.03 M | -0.91% | 1.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 271.57 K | $16.76 M | -14.85% | 1.08% |
| FMR LLC | 08/13/2026 | 252.76 K | $15.60 M | 9.88% | 1.01% |
| CITADEL ADVISORS LLC | 09/02/2026 | 242.11 K | $14.94 M | 27.51% | 0.97% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 241.19 K | $14.89 M | 23.63% | 0.96% |
| NFJ INVESTMENT GROUP, LLC | 08/11/2026 | 232.75 K | $14.37 M | -48.65% | 0.93% |
| MORGAN STANLEY | 08/13/2026 | 227.21 K | $14.02 M | 1.34% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 216.63 K | $13.37 M | -32.60% | 0.86% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 08/13/2026 | 210.41 K | $12.99 M | 0.00% | 0.84% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 208.32 K | $12.86 M | 1.87% | 0.83% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 203.68 K | $12.57 M | 243.97% | 0.81% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 200.89 K | $12.40 M | -10.65% | 0.80% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 172.92 K | $10.67 M | 2.36% | 0.69% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 156.21 K | $9.64 M | 0.61% | 0.62% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 152.29 K | $9.40 M | -2.84% | 0.61% |
| MONARCH CAPITAL MANAGEMENT INC | 07/22/2026 | 146.83 K | $9.06 M | -0.76% | 0.59% |
| UBS GROUP AG | 08/13/2026 | 126.60 K | $7.81 M | 23.63% | 0.51% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 122.94 K | $7.59 M | 16.87% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 121.24 K | $7.48 M | -1.42% | 0.48% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 113.13 K | $6.98 M | 0.23% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 111.41 K | $6.88 M | 90.87% | 0.44% |
| INVESCO LTD. | 08/14/2026 | 101.33 K | $6.25 M | -6.36% | 0.40% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 99.82 K | $6.16 M | 20.43% | 0.40% |
| NUVEEN, LLC | 08/11/2026 | 96.93 K | $5.98 M | 0.47% | 0.39% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 85.61 K | $5.28 M | -5.08% | 0.34% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 82.24 K | $5.08 M | 875.97% | 0.33% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 72.97 K | $4.50 M | 24.64% | 0.29% |
| RHUMBLINE ADVISERS | 08/12/2026 | 66.75 K | $4.12 M | -11.38% | 0.27% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 64.32 K | $3.97 M | 76.43% | 0.26% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 58.78 K | $3.63 M | 46.29% | 0.23% |
| MAN GROUP PLC | 08/14/2026 | 57.99 K | $3.58 M | 126.84% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 57.21 K | $3.53 M | 1.08% | 0.23% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/14/2026 | 52.89 K | $3.26 M | 73.02% | 0.21% |
| SWISS NATIONAL BANK | 08/11/2026 | 49.65 K | $3.06 M | -1.59% | 0.20% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Lakeland Financial Corp. institutional Ownership - FAQ's
During the previous two years, 360 institutional investors and hedge funds held shares of Lakeland Financial Corp.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 741,954
Boston Trust Walden Corp: 279,458
ProShare Advisors LLC: 163,890
MONARCH CAPITAL MANAGEMENT INC: 146,173
PRINCIPAL FINANCIAL GROUP INC: 119,787
Bridge City Capital, LLC: 50,655
86.64% of Lakeland Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 31.41 M shares in the last 24 months. This purchase volume represents approximately $1.77 B in transactions.