Lakeland Financial Corporation (LKFN) Ownership

70.61 ↑1.58 (2.29%)
As of January 31, 2023, 3:57pm EST.

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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BTIM Corp1.174%-22.418%297,641-86,0062022-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.731%2.302%3,734,20284,0082022-09-30
Vanguard Group Inc7.251%1.959%1,838,24135,3262022-09-30
Neuberger Berman Group LLC5.695%-0.616%1,443,764-8,9502022-09-30
Kayne Anderson Rudnick Investment Management LLC4.709%8.736%1,193,71995,9062022-09-30
State Street Corporation4.363%-9.122%1,106,064-111,0172022-09-30
Victory Capital Management Inc.3.694%2.919%936,47026,5642022-09-30
Dimensional Fund Advisors, Inc.3.020%-0.825%765,600-6,3702022-09-30
Loomis, Sayles & Company LP2.196%-1.192%556,713-6,7142022-09-30
Silvercrest Asset Management Group LLC2.112%-7.123%535,385-41,0592022-09-30
Goldman Sachs Group Inc2.083%-11.070%527,916-65,7132022-09-30
Copeland Capital Management, LLC2.053%1.504%520,4877,7142022-09-30
Ameriprise Financial Inc1.948%-28.807%493,826-199,8142022-09-30
Geode Capital Management, LLC1.776%2.119%450,2159,3442022-09-30
Northern Trust Corp1.744%1.102%442,0064,8162022-09-30
Neumeier Investment Counsel LLC1.288%-15.858%326,442-61,5252022-09-30
BTIM Corp1.174%-22.418%297,641-86,0062022-12-31
Bank of New York Mellon Corp1.103%1.920%279,5635,2662022-09-30
Segall Bryant & Hamill0.966%24.393%244,89748,0242022-09-30
Fuller & Thaler Asset Management Inc0.953%25.151%241,49748,5332022-09-30
Natixis Advisors, LLC.0.917%158.881%232,548142,7202022-09-30
Charles Schwab Investment Management Inc0.838%7.824%212,44915,4152022-09-30
Monarch Capital Management Inc0.698%-3.229%176,849-5,9012022-09-30

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

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Neuberger Berman Genesis Inv3.704%-1.626%939,052-15,5222022-12-31
Vanguard Total Stock Mkt Idx Inv2.930%0.689%742,8295,0852022-12-31
Victory Sycamore Small Company Opp R2.753%0.000%698,00002022-12-31
Victory Small Cap Value CIT (Net 75)2.753%0.000%698,00002022-12-31
Vanguard Extended Market Index Investor1.317%-4.992%333,915-17,5442022-12-31
Goldman Sachs Small Cap Value A1.053%-10.747%267,024-32,1542022-12-31
Vanguard Tax-Managed Small Cap Adm0.895%2.669%226,9695,9002022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.401%0.000%1,876,09402022-12-30
Neuberger Berman Genesis Inv3.704%-1.626%939,052-15,5222022-12-31
Vanguard Total Stock Mkt Idx Inv2.930%0.689%742,8295,0852022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.887%1.502%731,80110,8282022-09-30
Victory Sycamore Small Company Opp R2.753%0.000%698,00002022-12-31
Victory Small Cap Value CIT (Net 75)2.753%0.000%698,00002022-12-31
iShares Russell 2000 ETF2.121%0.000%537,74802022-12-30
Vanguard Extended Market Index Investor1.317%-4.992%333,915-17,5442022-12-31
Loomis Sayles Small Cap Growth Instl1.220%-1.872%309,235-5,8982022-11-30
iShares S&P Small-Cap 600 Growth ETF1.144%-1.141%289,900-3,3462022-12-30
Virtus KAR Small-Cap Value I1.061%-15.279%268,926-48,5002022-09-30
Goldman Sachs Small Cap Value A1.053%-10.747%267,024-32,1542022-12-31
Fuller & Thaler Behavioral Small-Cap Eq0.896%0.000%227,04302022-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R60.896%0.000%227,04302022-11-30
Vanguard Tax-Managed Small Cap Adm0.895%2.669%226,9695,9002022-12-31
Columbia Acorn Inst0.777%0.000%196,97802022-11-30
Fidelity® Small Cap Index0.769%2.422%194,9934,6112022-10-31
DFA US Small Cap I0.745%0.000%188,80002022-11-30
DFA US Micro Cap I0.724%0.000%183,51102022-11-30
SPDR® S&P Regional Banking ETF0.684%-1.966%173,290-3,4762022-10-31
iShares Russell 2000 Growth ETF0.680%0.000%172,32002022-12-30

Discussions

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micmic

$LKFN lmfao
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alexandershoddly

$LKFN do what the markets tells you to do not the other way around

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