LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN)

Historical Holders 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 as of 30 Sep 2025
21,204,412
Total reported value
$1,361,359,511
% of total 13F portfolios
0%
Share change
-307,018
Value change
-$19,286,330
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
240
Price from insider filings
$67.77
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% $92,974,663 1,512,029 Neuberger Berman Group LLC 30 Jun 2025
STATE STREET CORP 5.3% +6% $83,290,788 +$3,520,425 1,354,542 +4.4% STATE STREET CORPORATION 30 Jun 2025
VICTORY CAPITAL MANAGEMENT INC 3.6% -37% $56,359,151 -$34,959,894 916,558 -38% Victory Capital Management, Inc. 30 Jun 2025
As of 30 Sep 2025, LAKELAND FINANCIAL CORP - COMMON STOCK (LKFN) has 240 institutional shareholders filing 13F forms. They hold 21,204,412 shares. of 25,557,396 outstanding shares (83%) .

Top 25 institutional shareholders own 68% of the company.

Filer Ownership Nb Shares 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 (% of par) Investors
2025 Q4 56,038 $3,197,408 +$2,089,219 5,705.98% 5
2025 Q3 21,204,412 $1,361,359,511 -$19,286,330 6,420% 240
2025 Q2 21,521,219 $1,322,781,647 +$5,260,332 6,145% 235
2025 Q1 21,439,545 $1,274,424,879 -$15,253,850 5,944% 243
2024 Q4 21,634,496 $1,487,644,443 +$20,400,232 6,876% 230
2024 Q3 21,343,700 $1,391,686,164 +$8,099,345 6,512% 233
2024 Q2 21,213,533 $1,304,822,255 +$881,542 6,152% 217
2024 Q1 21,205,269 $1,405,897,951 +$6,412,371 6,632% 222
2023 Q4 1,184,257 $77,166,186 -$812,611 6,516% 2
2023 Q3 20,728,149 $983,787,168 +$8,560,042 4,746% 193
2023 Q2 20,244,255 $982,290,682 -$8,986,822 4,852% 192
2023 Q1 20,232,984 $1,267,426,775 +$9,341,615 6,264% 208
2022 Q4 20,340,881 $1,484,385,938 -$1,209,606 7,297% 222
2022 Q3 20,397,532 $1,485,370,629 -$3,223,998 7,280.99% 209
2022 Q2 20,422,186 $1,356,495,215 -$7,209,265 6,641.93% 201
2022 Q1 20,620,643 $1,505,990,783 -$1,115,834 7,299.87% 187
2021 Q4 20,713,905 $1,658,702,568 -$6,881,211 8,013.97% 179
2021 Q3 20,751,247 $1,477,659,211 +$144,495,424 7,123.95% 173
2021 Q2 18,699,110 $1,153,318,479 -$8,675,310 6,164.06% 161
2021 Q1 18,899,509 $1,307,467,749 -$2,286,593 6,918.94% 160
2020 Q4 18,897,639 $1,012,941,287 -$7,072,409 5,358% 139
2020 Q3 19,058,638 $785,691,928 -$29,527,710 4,120% 133
2020 Q2 19,775,299 $919,286,461 +$25,976,586 4,658.95% 129
2020 Q1 19,214,662 $706,666,750 -$27,632,846 3,675% 131
2019 Q4 19,662,002 $962,091,997 +$3,770,503 4,893.02% 137
2019 Q3 19,542,078 $859,554,070 +$18,581,161 4,397.98% 133
2019 Q2 19,064,634 $892,751,669 +$22,450,347 4,683% 142
2019 Q1 18,827,027 $851,381,313 +$22,808,052 4,522% 140
2018 Q4 18,343,903 $736,784,979 +$14,242,129 4,016.01% 131
2018 Q3 17,956,609 $834,553,689 -$23,091,581 4,648.03% 135
2018 Q2 18,194,312 $876,871,135 +$5,456,283 4,818.92% 134
2018 Q1 18,146,626 $838,950,206 +$37,654,224 4,622.98% 135
2017 Q4 17,927,885 $869,362,186 +$11,024,064 4,849.01% 130
2017 Q3 17,541,503 $854,543,035 +$7,677,973 4,871.99% 119
2017 Q2 17,459,079 $801,159,569 +$13,413,896 4,588% 123
2017 Q1 17,143,872 $739,342,337 +$76,933,230 4,312.04% 116
2016 Q4 16,979,380 $804,123,012 +$11,885,762 4,735.99% 123
2016 Q3 16,689,691 $591,159,456 +$193,835,149 3,542.01% 110
2016 Q2 11,064,592 $520,143,442 -$5,144,331 4,701% 101
2016 Q1 11,181,428 $511,901,000 -$17,204,405 4,577.97% 105
2015 Q4 11,573,726 $539,573,154 +$12,563,901 4,661.99% 102
2015 Q3 11,351,116 $512,530,045 +$21,523,765 4,515% 106
2015 Q2 10,506,140 $455,647,144 +$6,135,327 4,337% 112
2015 Q1 10,783,823 $437,498,020 +$12,100,084 4,057.92% 111
2014 Q4 10,484,196 $455,546,958 -$4,892,105 4,346.9% 119
2014 Q3 10,628,368 $398,575,263 -$2,761,080 3,750.01% 123
2014 Q2 10,648,273 $406,282,525 +$808,054 3,816.03% 117
2014 Q1 10,183,487 $409,436,292 -$2,341,542 4,021.92% 120