Lakeland Financial Corporation (LKFN) Ownership

70.61 ↑1.58 (2.29%)

As of January 31, 2023, 3:57pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Lakeland Financial Corporation (LKFN), owning a total of 3.7 million shares. Combined, the top 22 institutional holders of LKFN own 65.31% of the company with a total of 16.6 million shares.

In the latest ownership report on December 31st 2022, the top 22 institutional holders decreased their combined ownership of LKFN by 86 thousand shares. None of the institutional holders bought any additional shares. However 1 institutions sold 86,006 total shares and decreased their ownership by an average of 22.42%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Lakeland Financial Corporation decreased by a net total of -86,006 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BTIM Corp	1.174%	-22.418%	297,641	-86,006	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.731%	2.302%	3,734,202	84,008	2022-09-30
Vanguard Group Inc	7.251%	1.959%	1,838,241	35,326	2022-09-30
Neuberger Berman Group LLC	5.695%	-0.616%	1,443,764	-8,950	2022-09-30
Kayne Anderson Rudnick Investment Management LLC	4.709%	8.736%	1,193,719	95,906	2022-09-30
State Street Corporation	4.363%	-9.122%	1,106,064	-111,017	2022-09-30
Victory Capital Management Inc.	3.694%	2.919%	936,470	26,564	2022-09-30
Dimensional Fund Advisors, Inc.	3.020%	-0.825%	765,600	-6,370	2022-09-30
Loomis, Sayles & Company LP	2.196%	-1.192%	556,713	-6,714	2022-09-30
Silvercrest Asset Management Group LLC	2.112%	-7.123%	535,385	-41,059	2022-09-30
Goldman Sachs Group Inc	2.083%	-11.070%	527,916	-65,713	2022-09-30
Copeland Capital Management, LLC	2.053%	1.504%	520,487	7,714	2022-09-30
Ameriprise Financial Inc	1.948%	-28.807%	493,826	-199,814	2022-09-30
Geode Capital Management, LLC	1.776%	2.119%	450,215	9,344	2022-09-30
Northern Trust Corp	1.744%	1.102%	442,006	4,816	2022-09-30
Neumeier Investment Counsel LLC	1.288%	-15.858%	326,442	-61,525	2022-09-30
BTIM Corp	1.174%	-22.418%	297,641	-86,006	2022-12-31
Bank of New York Mellon Corp	1.103%	1.920%	279,563	5,266	2022-09-30
Segall Bryant & Hamill	0.966%	24.393%	244,897	48,024	2022-09-30
Fuller & Thaler Asset Management Inc	0.953%	25.151%	241,497	48,533	2022-09-30
Natixis Advisors, LLC.	0.917%	158.881%	232,548	142,720	2022-09-30
Charles Schwab Investment Management Inc	0.838%	7.824%	212,449	15,415	2022-09-30
Monarch Capital Management Inc	0.698%	-3.229%	176,849	-5,901	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Lakeland Financial Corporation (LKFN), owning a total of 1.9 million shares. Combined, the top 21 mutual fund holders of LKFN own 37.41% of the company with a total of 9.5 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of LKFN by 54 thousand shares. 2 funds bought 10,985 total additional shares and increased their ownership by an average of 1.68%. However 3 funds sold 65,220 total shares and decreased their ownership by an average of 5.79%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Lakeland Financial Corporation decreased by a net total of -54,235 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Neuberger Berman Genesis Inv	3.704%	-1.626%	939,052	-15,522	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.930%	0.689%	742,829	5,085	2022-12-31
Victory Sycamore Small Company Opp R	2.753%	0.000%	698,000	0	2022-12-31
Victory Small Cap Value CIT (Net 75)	2.753%	0.000%	698,000	0	2022-12-31
Vanguard Extended Market Index Investor	1.317%	-4.992%	333,915	-17,544	2022-12-31
Goldman Sachs Small Cap Value A	1.053%	-10.747%	267,024	-32,154	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.895%	2.669%	226,969	5,900	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.401%	0.000%	1,876,094	0	2022-12-30
Neuberger Berman Genesis Inv	3.704%	-1.626%	939,052	-15,522	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.930%	0.689%	742,829	5,085	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.887%	1.502%	731,801	10,828	2022-09-30
Victory Sycamore Small Company Opp R	2.753%	0.000%	698,000	0	2022-12-31
Victory Small Cap Value CIT (Net 75)	2.753%	0.000%	698,000	0	2022-12-31
iShares Russell 2000 ETF	2.121%	0.000%	537,748	0	2022-12-30
Vanguard Extended Market Index Investor	1.317%	-4.992%	333,915	-17,544	2022-12-31
Loomis Sayles Small Cap Growth Instl	1.220%	-1.872%	309,235	-5,898	2022-11-30
iShares S&P Small-Cap 600 Growth ETF	1.144%	-1.141%	289,900	-3,346	2022-12-30
Virtus KAR Small-Cap Value I	1.061%	-15.279%	268,926	-48,500	2022-09-30
Goldman Sachs Small Cap Value A	1.053%	-10.747%	267,024	-32,154	2022-12-31
Fuller & Thaler Behavioral Small-Cap Eq	0.896%	0.000%	227,043	0	2022-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	0.896%	0.000%	227,043	0	2022-11-30
Vanguard Tax-Managed Small Cap Adm	0.895%	2.669%	226,969	5,900	2022-12-31
Columbia Acorn Inst	0.777%	0.000%	196,978	0	2022-11-30
Fidelity® Small Cap Index	0.769%	2.422%	194,993	4,611	2022-10-31
DFA US Small Cap I	0.745%	0.000%	188,800	0	2022-11-30
DFA US Micro Cap I	0.724%	0.000%	183,511	0	2022-11-30
SPDR® S&P Regional Banking ETF	0.684%	-1.966%	173,290	-3,476	2022-10-31
iShares Russell 2000 Growth ETF	0.680%	0.000%	172,320	0	2022-12-30