LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
LKFN on Nasdaq
Shares outstanding
25,557,396
Price per share
$57.06
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
21,208,201
Total reported value
$1,361,602,765
% of total 13F portfolios
0%
Share change
-303,219
Value change
-$19,042,085
Number of holders
241
Price from insider filings
$57.06
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Neuberger Berman Group LLC 5.9% $92,914,031 1,512,029 Neuberger Berman Group LLC 30 Jun 2025
STATE STREET CORP 5.3% +6% $87,733,685 +$3,708,212 1,354,542 +4.4% STATE STREET CORPORATION 30 Jun 2025
VICTORY CAPITAL MANAGEMENT INC 3.6% -37% $59,365,462 -$36,824,724 916,558 -38% Victory Capital Management, Inc. 30 Jun 2025

As of 30 Sep 2025, 241 institutional investors reported holding 21,208,201 shares of LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN). This represents 83% of the company’s total 25,557,396 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,527,212 -1.9% 0% $226,447,011
NEUBERGER BERMAN GROUP LLC 7.4% 1,888,611 +25% 0.09% $121,248,826
VANGUARD GROUP INC 7.3% 1,867,845 -0.52% 0% $119,915,648
STATE STREET CORP 5.2% 1,326,538 -2.1% 0% $85,163,740
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4% 1,033,587 +0.99% 0.01% $66,356,285
SILVERCREST ASSET MANAGEMENT GROUP LLC 3.4% 860,262 -2.5% 0.37% $55,229,030
VICTORY CAPITAL MANAGEMENT INC 3% 755,794 -18% 0.03% $48,521,975
DIMENSIONAL FUND ADVISORS LP 2.8% 726,200 -0.76% 0.01% $46,623,280
Copeland Capital Management, LLC 2.6% 651,739 -5.4% 0.87% $41,841,719
GEODE CAPITAL MANAGEMENT, LLC 2.4% 619,432 -0.42% 0% $39,773,436
NEUMEIER POMA INVESTMENT COUNSEL LLC 1.9% 493,469 +6.3% 2.6% $31,680,710
NFJ INVESTMENT GROUP, LLC 1.9% 475,091 +67% 1.1% $30,500,842
Boston Trust Walden Corp 1.5% 373,331 0.18% $23,967,850
NORTHERN TRUST CORP 1.4% 346,196 -2.9% 0% $22,225,783
FULLER & THALER ASSET MANAGEMENT, INC. 1.3% 329,363 -1.9% 0.07% $21,145,127
RAYMOND JAMES FINANCIAL INC 1.3% 324,199 -3.5% 0.01% $20,813,611
BANK OF AMERICA CORP /DE/ 1.3% 321,031 +69% 0% $20,610,208
AMERIPRISE FINANCIAL INC 1.1% 275,935 -15% 0% $17,714,996
TIMUCUAN ASSET MANAGEMENT INC/FL 0.78% 199,761 +0.33% 0.38% $12,824,656
Bank of New York Mellon Corp 0.77% 195,562 -1.3% 0% $12,555,080
MORGAN STANLEY 0.72% 182,918 -16% 0% $11,743,394
GOLDMAN SACHS GROUP INC 0.71% 180,412 -18% 0% $11,582,471
FMR LLC 0.61% 155,378 +13% 0% $9,975,294
MONARCH CAPITAL MANAGEMENT INC 0.6% 153,938 -0.36% 2.4% $9,882,820
Aptus Capital Advisors, LLC 0.6% 153,038 +15% 0.09% $9,825,039

Institutional Holders of LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 125,584 $7,165,675 -$3,120,415 $57.06 14
2025 Q3 21,208,201 $1,361,602,765 -$19,042,085 $64.20 241
2025 Q2 21,521,209 $1,322,780,647 +$5,260,327 $61.45 234
2025 Q1 21,439,545 $1,274,424,547 -$15,537,548 $59.44 243
2024 Q4 21,634,546 $1,487,648,266 +$20,687,389 $68.76 230
2024 Q3 21,343,700 $1,391,686,379 +$8,238,358 $65.12 233
2024 Q2 21,211,398 $1,304,691,045 +$750,253 $61.52 217
2024 Q1 21,205,268 $1,405,897,854 +$8,867,589 $66.32 222
2023 Q4 21,065,041 $1,372,626,301 +$24,013,212 $65.16 206
2023 Q3 20,736,329 $984,176,138 +$9,432,584 $47.46 197
2023 Q2 20,502,331 $994,812,458 -$9,847,583 $48.52 196
2023 Q1 20,530,557 $1,286,067,013 +$9,093,473 $62.64 212
2022 Q4 20,379,399 $1,487,197,109 -$1,417,433 $72.97 226
2022 Q3 20,407,422 $1,486,091,002 -$7,694,801 $72.81 212
2022 Q2 20,427,586 $1,356,858,311 -$8,678,694 $66.42 206
2022 Q1 20,719,531 $1,513,209,879 -$4,480,848 $73.00 193
2021 Q4 20,761,210 $1,662,493,568 -$5,781,350 $80.14 181
2021 Q3 20,784,530 $1,480,031,211 +$153,803,984 $71.24 173
2021 Q2 18,762,599 $1,156,732,479 -$17,883,407 $61.64 164
2021 Q1 19,022,676 $1,315,989,749 -$4,123,654 $69.19 164
2020 Q4 19,039,266 $1,020,528,287 -$7,796,243 $53.58 142
2020 Q3 19,095,336 $787,203,928 -$29,981,614 $41.20 136
2020 Q2 19,784,335 $919,707,461 +$25,903,641 $46.59 130
2020 Q1 19,348,535 $711,777,750 -$27,107,188 $36.75 134
2019 Q4 19,669,686 $962,467,948 +$3,935,666 $48.93 139
2019 Q3 19,581,230 $861,274,913 +$18,693,754 $43.98 137
2019 Q2 19,151,970 $896,837,927 +$22,055,063 $46.83 146
2019 Q1 18,851,792 $852,538,153 +$22,777,623 $45.22 143
2018 Q4 18,349,887 $737,025,356 +$14,241,104 $40.16 132
2018 Q3 17,962,607 $834,832,689 -$23,109,083 $46.48 137
2018 Q2 18,200,620 $877,175,054 +$5,482,692 $48.19 135
2018 Q1 18,351,832 $848,437,970 +$33,150,890 $46.23 137
2017 Q4 17,935,261 $869,719,848 +$11,025,338 $48.49 131
2017 Q3 17,631,701 $858,935,393 +$8,702,643 $48.72 121
2017 Q2 17,467,772 $801,558,567 +$14,406,402 $45.88 125
2017 Q1 17,154,514 $739,801,220 +$77,561,211 $43.12 117
2016 Q4 17,009,876 $805,568,012 +$11,917,392 $47.36 125
2016 Q3 16,689,691 $591,159,456 +$193,804,923 $35.42 110
2016 Q2 11,174,089 $525,290,442 -$5,008,623 $47.01 104
2016 Q1 11,295,356 $517,116,000 -$16,332,203 $45.78 107
2015 Q4 11,651,312 $543,190,154 +$12,895,311 $46.62 103
2015 Q3 11,376,488 $513,675,045 +$22,932,039 $45.15 109
2015 Q2 10,902,676 $472,845,144 +$5,136,146 $43.37 113
2015 Q1 10,797,086 $438,036,020 +$11,914,279 $40.58 114
2014 Q4 10,487,379 $455,685,958 -$4,821,120 $43.47 120
2014 Q3 10,628,368 $398,575,263 -$2,756,891 $37.50 123
2014 Q2 10,700,439 $408,273,525 +$1,533,970 $38.16 120
2014 Q1 10,653,935 $428,358,292 -$2,640,992 $40.22 121