Who Owns Lakeland Financial Corporation (LKFN)?Hedge Fund & Institutional Holders

$56.39-0.19 (-0.34%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

7.281310683539537e+269%

QoQ Change in Holders

+6 / -1

Price History

$51.45$57.55$63.65$69.75$75.85Sep 24Jun 25Mar 26

LKFN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Copeland Capital Management, LLCNew Position+616K+$35.1B
Boston Trust Walden CorpNew Position+344K+$19.6B
FMR LLCIncreased+39K+$11.0B
MONARCH CAPITAL MANAGEMENT INCNew Position+153K+$8.8B
PRINCIPAL FINANCIAL GROUP INCNew Position+122K+$7.0B
Point72 Asset Management, L.P.Increased+80K+$4.5B
RENAISSANCE TECHNOLOGIES LLCIncreased+72K+$3.2B
TWO SIGMA INVESTMENTS, LPIncreased+69K+$2.8B
CITADEL ADVISORS LLCIncreased+52K+$2.0B
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+42K+$2.0B
MILLENNIUM MANAGEMENT LLCIncreased+49K+$1.9B
Assenagon Asset Management S.A.Increased+32K+$1.8B
TWO SIGMA ADVISERS, LPIncreased+43K+$1.5B
GOLDMAN SACHS GROUP INCIncreased+71K+$1.4B
AlphaQuest LLCNew Position+33K+$1.0B

LKFN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VICTORY CAPITAL MANAGEMENT INCDecreased-752K-$48.5B
Neuberger Berman Group LLCDecreased-106K-$20.2B
SILVERCREST ASSET MANAGEMENT GROUP LLCDecreased-135K-$14.2B
DIMENSIONAL FUND ADVISORS LPDecreased-20K-$7.6B
NFJ INVESTMENT GROUP, LLCDecreased-26K-$6.5B
NORTHERN TRUST CORPDecreased-16K-$6.2B
RAYMOND JAMES FINANCIAL INCDecreased-30K-$5.8B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-31K-$5.2B
NEUMEIER POMA INVESTMENT COUNSEL LLCDecreased-11K-$4.2B
JPMORGAN CHASE & CODecreased-27K-$4.1B
AQR CAPITAL MANAGEMENT LLCDecreased-38K-$3.6B
FULLER & THALER ASSET MANAGEMENT, INC.Decreased-2K-$3.1B
UBS Group AGDecreased-42K-$3.0B
Nuveen, LLCDecreased-1K-$2.4B
Cubist Systematic Strategies, LLCClosed Position-38K-$2.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Neuberger Berman Group LLC1,777,016$101.0B0.08%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,049,197$59.0B0.01%Share
3SILVERCREST ASSET MANAGEMENT GROUP LLC724,936$41.0B0.28%Share
4DIMENSIONAL FUND ADVISORS LP648,759$37.0B0.01%Share
5Copeland Capital Management, LLC615,680$35.1B0.78%Share
6NEUMEIER POMA INVESTMENT COUNSEL LLC482,244$27.5B2.27%Share
7NFJ INVESTMENT GROUP, LLC416,319$23.0B0.83%Share
8FULLER & THALER ASSET MANAGEMENT, INC.327,362$18.0B0.06%Share
9AMERIPRISE FINANCIAL INC297,003$16.0B0.00%Share
10Boston Trust Walden Corp214,074$12.2B0.09%Share
11BANK OF AMERICA CORP /DE/214,514$12.0B0.00%Share
12NORTHERN TRUST CORP212,478$12.0B0.00%Share
13RAYMOND JAMES FINANCIAL INC218,653$12.0B0.00%Share
14GOLDMAN SACHS GROUP INC216,820$12.0B0.00%Share
15TIMUCUAN ASSET MANAGEMENT INC/FL199,761$11.0B0.36%Share
16FMR LLC193,534$11.0B0.00%Share
17TWO SIGMA INVESTMENTS, LP180,881$10.0B0.01%Share
18KENNEDY CAPITAL MANAGEMENT LLC159,236$9.1B0.19%Share
19MONARCH CAPITAL MANAGEMENT INC153,465$8.8B2.15%Share
20Aptus Capital Advisors, LLC153,707$8.0B0.06%Share
21Boston Trust Walden Corp130,245$7.4B0.06%Share
22RENAISSANCE TECHNOLOGIES LLC130,229$7.0B0.01%Share
23PRINCIPAL FINANCIAL GROUP INC120,573$6.9B0.00%Share
24AMERICAN CENTURY COMPANIES INC118,001$6.0B0.00%Share
25Point72 Asset Management, L.P.88,866$5.0B0.01%Share
26PUBLIC SECTOR PENSION INVESTMENT BOARD88,399$5.0B0.02%Share
27Invesco Ltd.85,470$4.9B0.00%Share
28D. E. Shaw & Co., Inc.76,503$4.0B0.00%Share
29RHUMBLINE ADVISERS74,306$4.0B0.00%Share
30AQR CAPITAL MANAGEMENT LLC78,823$4.0B0.00%Share
31BANK OF AMERICA CORP /DE/73,027$4.0B0.00%Share
32TWO SIGMA ADVISERS, LP82,400$4.0B0.01%Share
33CITADEL ADVISORS LLC71,257$4.0B0.00%Share
34MILLENNIUM MANAGEMENT LLC82,130$4.0B0.00%Share
35NORTHERN TRUST CORP82,421$4.0B0.00%Share
36RAYMOND JAMES FINANCIAL INC65,301$3.0B0.00%Share
37FIRST TRUST ADVISORS LP56,758$3.0B0.00%Share
381ST SOURCE BANK48,744$2.8B0.15%Share
39Assenagon Asset Management S.A.39,447$2.3B0.00%Share
40UBS Group AG36,320$2.1B0.00%Share
41CITIGROUP INC37,254$2.0B0.00%Share
42Legal & General Group Plc40,568$2.0B0.00%Share
43Swiss National Bank50,450$2.0B0.00%Share
44WELLS FARGO & COMPANY/MN41,520$2.0B0.00%Share
45BARCLAYS PLC46,035$2.0B0.00%Share
46ROYAL BANK OF CANADA46,543$2.0B0.00%Share
47SEI INVESTMENTS CO36,140$2.0B0.00%Share
48HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND42,300$2.0B0.00%Share
49Nuveen, LLC51,853$2.0B0.00%Share
50STIFEL FINANCIAL CORP42,833$2.0B0.00%Share

LKFN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025225$615.9B+56
Q3 2025169$701.1B-38
Q2 2025207$579.4B-36
Q1 2025243$1.0T+39
Q4 2024204$2.7T+18
Q3 2024186$40.5T+11
Q2 2024175$39.0T+2
Q1 2024173$461.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold LKFN (Lakeland Financial Corporation). The largest holder is Neuberger Berman Group LLC with $101.0B in shares. This quarter, 6 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own LKFN?

As of Q4 2025, 50 institutional investors report holding LKFN (Lakeland Financial Corporation) in their 13F filings.

Who is the largest institutional holder of LKFN?

The largest institutional holder of LKFN is Neuberger Berman Group LLC with $101.0B in shares.

Is institutional ownership of LKFN increasing or decreasing?

This quarter, 6 institutions opened new positions in LKFN and 1 closed their positions.