Lakeland Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.56 M | $203.20 M | 0.96% | 13.90% |
| VANGUARD GROUP INC | 01/29/2026 | 1.89 M | $107.72 M | 1.07% | 7.37% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 1.78 M | $101.73 M | -5.60% | 6.96% |
| STATE STREET CORP | 02/13/2026 | 1.27 M | $72.70 M | -3.96% | 4.97% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.05 M | $59.87 M | 1.51% | 4.09% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 724.94 K | $41.36 M | -15.73% | 2.83% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 706.22 K | $40.30 M | -2.75% | 2.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 617.75 K | $35.25 M | -0.27% | 2.41% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 615.68 K | $35.13 M | -5.53% | 2.40% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/11/2026 | 482.24 K | $27.52 M | -2.27% | 1.88% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2026 | 449.24 K | $25.63 M | -5.44% | 1.75% |
| BOSTON TRUST WALDEN CORP | 01/28/2026 | 344.32 K | $19.65 M | -7.77% | 1.34% |
| NORTHERN TRUST CORP | 02/17/2026 | 330.01 K | $18.83 M | -4.68% | 1.29% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 327.36 K | $18.68 M | -0.61% | 1.28% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 306.83 K | $17.51 M | -4.42% | 1.20% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 297.79 K | $16.99 M | 7.92% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 293.81 K | $16.84 M | -9.37% | 1.15% |
| MORGAN STANLEY | 02/13/2026 | 254.06 K | $14.50 M | 38.89% | 0.99% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 251.47 K | $14.35 M | 39.39% | 0.98% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 207.61 K | $11.85 M | 6.16% | 0.81% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 02/13/2026 | 199.76 K | $11.40 M | 0.00% | 0.78% |
| FMR LLC | 02/17/2026 | 194.18 K | $11.08 M | 24.97% | 0.76% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 180.88 K | $10.32 M | 61.22% | 0.71% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 173.43 K | $9.90 M | 120.64% | 0.68% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 159.24 K | $9.09 M | 19.95% | 0.62% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 153.71 K | $8.77 M | 0.44% | 0.60% |
| MONARCH CAPITAL MANAGEMENT INC/ | 01/23/2026 | 153.47 K | $8.76 M | -0.31% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 130.23 K | $7.43 M | 122.15% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 121.88 K | $6.95 M | -1.18% | 0.48% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 118.00 K | $6.73 M | -6.53% | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 116.63 K | $6.65 M | -9.34% | 0.46% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 106.51 K | $6.08 M | 10.64% | 0.42% |
| INVESCO LTD. | 02/19/2026 | 105.49 K | $6.02 M | -2.44% | 0.41% |
| JANE STREET GROUP, LLC | 02/12/2026 | 98.37 K | $5.61 M | 64.87% | 0.38% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 94.92 K | $5.42 M | 100.00% | 0.37% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 88.87 K | $5.07 M | 957.93% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 88.40 K | $5.04 M | -11.19% | 0.35% |
| JPMORGAN CHASE & CO | 02/11/2026 | 84.18 K | $4.80 M | -24.31% | 0.33% |
| NUVEEN, LLC | 02/12/2026 | 83.69 K | $4.78 M | -1.36% | 0.33% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 82.40 K | $4.70 M | 111.28% | 0.32% |
| CITADEL ADVISORS LLC | 02/17/2026 | 82.15 K | $4.69 M | 169.05% | 0.32% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 82.13 K | $4.69 M | 148.05% | 0.32% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 81.37 K | $4.64 M | 25.09% | 0.32% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 80.62 K | $4.60 M | -32.02% | 0.31% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 76.50 K | $4.37 M | 43.52% | 0.30% |
| RHUMBLINE ADVISERS | 02/13/2026 | 74.31 K | $4.24 M | -4.61% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 63.05 K | $3.60 M | -7.66% | 0.25% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 56.76 K | $3.24 M | 13.74% | 0.22% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 50.53 K | $2.88 M | -37.75% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 50.45 K | $2.88 M | 2.02% | 0.20% |
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Lakeland Financial Corp. institutional Ownership - FAQ's
During the previous two years, 319 institutional investors and hedge funds held shares of Lakeland Financial Corp.. The most heavily invested institutionals were:
Boston Trust Walden Corp: 303,942
Bank of New York Mellon Corp: 204,490
MONARCH CAPITAL MANAGEMENT INC/: 147,958
PRINCIPAL FINANCIAL GROUP INC: 122,986
ENVESTNET ASSET MANAGEMENT INC: 114,944
ProShare Advisors LLC: 112,869
80.87% of Lakeland Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 27.70 M shares in the last 24 months. This purchase volume represents approximately $1.56 B in transactions.