Who Owns Lakeland Financial Stock?
NASDAQ: LKFNFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 88.23%
- Held by insiders
- 2.79%
- Institutional holders
- 356
- Institutions 88.2%
- Insiders 2.8%
- Public and other 9.0%
Who owns Lakeland Financial stock?
Institutional investors own about 88.2% of Lakeland Financial's shares, spread across 356 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.79% of LKFN.
The largest institutional holders are Blackrock Inc. (14.64%), Neuberger Berman Group, LLC (8.75%) and State Street Corporation (5.75%). Together, the top 10 institutions control 50.1% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their LKFN positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of LKFN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 3.64M | 14.64% | +2.9% |
| Neuberger Berman Group, LLC | 2.18M | 8.75% | +0.5% |
| State Street Corporation | 1.43M | 5.75% | +3.6% |
| Vanguard Capital Management LLC | 1.07M | 4.29% | -3.0% |
| Charles Schwab Investment Management, Inc. | 940.86K | 3.78% | +8.2% |
| Dimensional Fund Advisors LP | 687.08K | 2.76% | +2.2% |
| Fuller & Thaler Asset Management Inc. | 679.65K | 2.73% | +107.2% |
| Geode Capital Management, LLC | 661.62K | 2.66% | +3.9% |
| Vanguard Portfolio Management LLC | 598.95K | 2.41% | +4.4% |
| Silvercrest Asset Management Group, LLC | 588.82K | 2.37% | -7.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of LKFN
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 1.50M | 6.03% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund | 1.27M | 5.13% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 752.62K | 3.03% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 651.54K | 2.62% |
| iShares Trust-iShares Russell 2000 ETF | 620.72K | 2.50% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 598.61K | 2.41% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 391.37K | 1.57% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 287.02K | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 272.57K | 1.10% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF | 234.94K | 0.95% |
Frequently asked questions
Who is the largest shareholder of Lakeland Financial?
Blackrock Inc. is the largest institutional shareholder of LKFN, owning 14.64% of shares outstanding (3.64M shares) as of its latest 13F filing.
What percentage of Lakeland Financial is owned by institutions?
Institutions own about 88.2% of LKFN shares and 90.8% of the public float.
How much of Lakeland Financial do insiders own?
Insiders, such as officers and directors, own about 2.79% of LKFN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.