Lakeland Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.74 M | $257.16 M | 0.94% | 14.57% |
| VANGUARD GROUP INC | 02/11/2025 | 1.94 M | $133.42 M | 5.43% | 7.56% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 1.35 M | $92.56 M | -9.36% | 5.24% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 1.26 M | $86.68 M | 15.19% | 4.91% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 956,565 | $65.77 M | 5.70% | 3.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 946,280 | $65.07 M | 4.80% | 3.69% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 807,525 | $55.53 M | 0.79% | 3.15% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/24/2025 | 764,186 | $52.55 M | 2.45% | 2.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 602,488 | $41.44 M | -0.42% | 2.35% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 538,131 | $37.00 M | -34.89% | 2.10% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/12/2025 | 476,113 | $32.74 M | -2.54% | 1.85% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 394,816 | $27.15 M | 32.95% | 1.54% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 344,088 | $23.66 M | -1.38% | 1.34% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 336,109 | $23.11 M | 100.00% | 1.31% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 307,242 | $21.13 M | 54.02% | 1.20% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 282,926 | $19.45 M | -2.68% | 1.10% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 210,433 | $14.47 M | 1.47% | 0.82% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 02/13/2025 | 188,461 | $12.96 M | 0.00% | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 178,368 | $12.26 M | -10.75% | 0.69% |
| MONARCH CAPITAL MANAGEMENT INC/ | 01/15/2025 | 155,088 | $10.66 M | -1.67% | 0.60% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 153,574 | $10.56 M | 100.00% | 0.60% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2025 | 152,166 | $10.46 M | -5.87% | 0.59% |
| JPMORGAN CHASE & CO | 02/12/2025 | 134,495 | $9.25 M | 132.16% | 0.52% |
| FMR LLC | 02/13/2025 | 131,337 | $9.03 M | 59.34% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 126,892 | $8.73 M | 0.46% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 123,692 | $8.51 M | 2.84% | 0.48% |
| SEGALL BRYANT & HAMILL, LLC | 02/11/2025 | 109,757 | $7.55 M | -0.70% | 0.43% |
| APTUS CAPITAL ADVISORS, LLC | 02/14/2025 | 107,263 | $7.38 M | 42.22% | 0.42% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 98,365 | $6.76 M | -19.53% | 0.38% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 94,763 | $6.52 M | -0.71% | 0.37% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 92,669 | $6.37 M | -33.23% | 0.36% |
| INVESCO LTD. | 02/13/2025 | 88,184 | $6.06 M | 3.85% | 0.34% |
| RHUMBLINE ADVISERS | 01/30/2025 | 83,280 | $5.73 M | -0.02% | 0.32% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 82,360 | $5.66 M | 20.20% | 0.32% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 70,760 | $4.87 M | -2.94% | 0.28% |
| FORVIS WEALTH ADVISORS, LLC | 02/04/2025 | 68,875 | $4.74 M | 0.37% | 0.27% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 63,551 | $4.37 M | 17.38% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 62,377 | $4.29 M | -5.91% | 0.24% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 58,301 | $4.01 M | -4.26% | 0.23% |
| ROYAL BANK OF CANADA | 02/14/2025 | 53,807 | $3.70 M | 7.57% | 0.21% |
| BARCLAYS PLC | 02/13/2025 | 51,980 | $3.57 M | 2.00% | 0.20% |
| SWISS NATIONAL BANK | 02/10/2025 | 50,150 | $3.45 M | 0.60% | 0.20% |
| 1ST SOURCE BANK | 02/10/2025 | 48,744 | $3.35 M | 0.00% | 0.19% |
| CITIGROUP INC | 02/12/2025 | 47,225 | $3.25 M | 8.87% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 46,585 | $3.20 M | -49.96% | 0.18% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/24/2025 | 45,955 | $3.16 M | 0.00% | 0.18% |
| UBS GROUP AG | 02/14/2025 | 39,504 | $2.72 M | 84.46% | 0.15% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 38,909 | $2.68 M | -14.90% | 0.15% |
| BRIDGE CITY CAPITAL, LLC | 02/11/2025 | 37,035 | $2.55 M | 0.90% | 0.14% |
| SEI INVESTMENTS CO | 02/11/2025 | 32,843 | $2.26 M | 19.46% | 0.13% |
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 Corporation institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Lakeland Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.74 M
VANGUARD GROUP INC: 1.94 M
VICTORY CAPITAL MANAGEMENT INC: 1.35 M
Neuberger Berman Group LLC: 1.26 M
SILVERCREST ASSET MANAGEMENT GROUP LLC: 956,565
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 946,280
84.26% of Lakeland Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 26.76 M shares in the last 24 months. This purchase volume represents approximately $1.83 B in transactions.