Lakeland Financial

LKFN • NASDAQ

Lakeland Financial is a banks - regional company in the financial services sector on NASDAQ, led by David M. Findlay, with a market cap of $1.5B. As of Q3 2025, 83% of shares are held by 240 institutional investors, with BlackRock, Inc. as the largest holder at 13.82%.

Chief Executive OfficerDavid M. Findlay

Market Cap$1.5B

Banks - Regional

Financial Services

Employees655.0

Websitelakecitybank.com

Country

United States of America

Overview

Overview of institutional ownership in LKFN as of Q3 2025 with a market cap of $1.6B

All Institutions

Institutions: 240
Value Held: $1.4B
Shares Held: 21.2M
Avg Position: $5.7M
Median Position: $460.4K

Hedge Funds

Hedge Funds: 24
Value Held: $46.0M
Shares Held: 716.4K
Avg Position: $1.9M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

80.25%

$1.3B

Hedge Funds

2.81%

$46.0M

Retail & Other

16.94%

$277.7M

Based on market cap of $1.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LKFN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$226.4M 0.00% of portfolio	13.82% 3.5M shares	Q1 2016 Held for 9y 8m	$5.67T
N Neuberger Berman Group LLC Institution	-	$121.2M 0.09% of portfolio	7.40% 1.9M shares	Q2 2017 Held for 8y 5m	$136.94B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$119.9M 0.00% of portfolio	7.32% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$85.2M 0.00% of portfolio	5.20% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$66.4M 0.01% of portfolio	4.05% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	$55.2M 0.37% of portfolio	3.37% 860.3K shares	Q1 2020 Held for 5y 8m	$15.1B
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$48.5M 0.03% of portfolio	2.96% 755.8K shares	Q3 2013 Held for 12y 2m	$158.22B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$46.6M 0.01% of portfolio	2.84% 726.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	$41.8M 0.87% of portfolio	2.55% 651.7K shares	Q4 2018 Held for 6y 11m	$4.8B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$39.8M 0.00% of portfolio	2.43% 619.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for LKFN in Q3 2025

Traded: −$18.5M
Buyers: 98
Sellers: 120
Total Bought: +$98.8M
Total Sold: −$117.4M
Avg Position: $5.2M

Biggest Buyers

Institution	Net Bought	Current Position
N Neuberger Berman Group LLC Institution	+$24.2M +376.6K shares	$121.2M 1.9M shares
B BTIM Corp. Institution	+$24.0M +373.3K shares	$24.0M 373.3K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	+$12.3M +191.4K shares	$30.5M 475.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$8.4M +130.9K shares	$20.6M 321.0K shares
T TrueMark Investments, LLC Institution	+$5.0M +77.9K shares	$6.0M 93.4K shares
J JANE STREET GROUP, LLC Institution	+$3.0M +47.1K shares	$3.8M 59.7K shares
JPMORGAN CHASE & CO Institution	+$2.9M +44.4K shares	$7.1M 111.2K shares
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager	+$1.9M +29.0K shares	$31.7M 493.5K shares
Invesco Ltd. ETF Provider	+$1.6M +24.9K shares	$6.9M 108.1K shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$1.5M +23.7K shares	$1.5M 23.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
FIRST TRUST ADVISORS LP ETF Provider	−$21.4M −333.6K shares	$3.2M 49.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$19.9M −310.2K shares	$2.1M 33.1K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$10.3M −160.8K shares	$48.5M 755.8K shares
B BlackRock, Inc. Institution	−$4.3M −67.7K shares	$226.4M 3.5M shares
Marshall Wace LLP Institution	−$4.1M −66.1K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$3.8M −58.9K shares	$2.0M 30.5K shares
AMERIPRISE FINANCIAL INC Institution	−$3.2M −50.0K shares	$17.7M 275.9K shares
WELLS FARGO & COMPANY/MN Institution	−$2.7M −42.4K shares	$4.2M 65.0K shares
GOLDMAN SACHS GROUP INC Institution	−$2.6M −39.9K shares	$11.6M 180.4K shares
C Cubist Systematic Strategies, LLC Institution	−$2.5M −39.5K shares	$2.4M 37.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LKFN in Q3 2025

New Positions: 14
New Value: $1.8M
Exited Positions: 20
Exited Value: $9.5M

New Positions

Institution	Position Value
Numerai GP LLC Hedge Fund•Quant	$798.1K 12.4K shares
B Brevan Howard Capital Management LP Institution	$431.6K 6.7K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$312.4K 4.9K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$255.1K 4.0K shares
S Salomon & Ludwin, LLC Institution	$10.9K 171.0 shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$9.7K 151.0 shares
O Optiver Holding B.V. Institution	$6.5K 102.0 shares
Point72 Europe LLP Digital Asset Manager	$5.3K 83.0 shares
R Root Financial Partners, LLC RIA/Wealth	$4.2K 66.0 shares
Sontag Advisory, LLC RIA/Wealth	$3.7K 57.0 shares

Exited Positions

Institution	Previous Position
Marshall Wace LLP Institution	$4.1M 66.1K shares
FJ Capital Management LLC Hedge Fund•Long/Short	$1.3M 21.8K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$994.8K 16.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$708.8K 11.5K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$597.4K 9.7K shares
Y Y-Intercept Ltd Institution	$497.7K 8.1K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$306.1K 5.0K shares
D DRW Securities, LLC Institution	$274.4K 4.5K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$264.2K 4.3K shares
J Jump Financial, LLC Institution	$225.5K 3.7K shares

Options Activity

Institutions with the largest Call and Put options positions in LKFN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $796.1K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$796.1K 124.0 contracts

Most Committed Institutions

Institutions with LKFN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short	John William Rosenthal CEO	2.73% $2.8M	0.17% 42.9K shares	Q3 2022 Held for 3y 2m	$100.8M
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager	Brian David Poma CEO	2.59% $31.7M	1.93% 493.5K shares	Q4 2014 Held for 10y 11m	$1.2B
MONARCH CAPITAL MANAGEMENT INC/ RIA/Wealth	David Michael Meyer CEO	2.42% $9.9M	0.60% 153.9K shares	≤ Q2 2013 Held for 12y 5m+	$407.9M
NFJ INVESTMENT GROUP, LLC Long Only Manager	George Robert Aylward CEO	1.05% $30.5M	1.86% 475.1K shares	Q2 2023 Held for 2y 5m	$2.9B
T TrueMark Investments, LLC Institution	Michael Norman Loukas CEO	1.04% $6.0M	0.37% 93.4K shares	Q2 2025 Held for 5 months	$574.7M
Sippican Capital Adivsors RIA/Wealth	Gordon Chester Barrett Managing Partner	1.03% $1.5M	0.09% 23.7K shares	Q1 2024 Held for 1y 8m	$148.1M
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	0.87% $41.8M	2.55% 651.7K shares	Q4 2018 Held for 6y 11m	$4.8B
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	0.61% $2.3M	0.14% 35.7K shares	Q3 2017 Held for 8y 2m	$374.5M
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	0.37% $55.2M	3.37% 860.3K shares	Q1 2020 Held for 5y 8m	$15.1B
T TIMUCUAN ASSET MANAGEMENT INC/FL Institution	-	0.35% $12.8M	0.78% 199.8K shares	Q1 2019 Held for 6y 8m	$3.7B

Hedge Fund Spotlight

Discover hedge funds investing in LKFN

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in Lakeland Financial

Market Value: $1.5M
Shares Held: 23.8K
Portfolio Weight: 0.02%
Owned Since: 2024-Q3

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3 Costco Wholesale COST	Discount Stores Consumer Defensive	$122.3M	1.26%