$LKFN

$60.71 -$0.45 (0.74%) Close

$LKFN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 24.9M shares outstanding

Who owns LKFN?

By type of holder

Institutions 84.5% Insiders 3.7% Everyone else 11.8%

Concentration Top 10 holders own 50.1%

BlackRock, Inc. 14.6% · Neuberger Berman Group LLC 8.8%

Institutional ownership

84.5%

+0.7 pts vs last qtr

Institutional holders

254

+19 vs last qtr

Net shares bought

+179.8K

by institutions in Q2 2026

New / sold out

45 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Fuller & Thaler Asset Management, Inc. +351.6K
American Century Companies Inc +239.7K

Biggest sellers in Q2 2026

Copeland Capital Management, LLC −606.3K
NFJ Investment Group, LLC −220.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$689K

2 notices from 2 people

Shares covered

11.6K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Bradley J Toothaker Director $358K
Bradley Toothaker Director $332K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+1.3%

+0.15% a year

Each share's claim on the business

−1.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$35.2M vs $53.3M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years84% 3–5 years4% 1–3 years8% Under 1 year4%

Quarterly turnover

8.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LKFN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.6M	14.64%	+102.6K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding3.7M (Q4'24) Change over 8 quarters−66.3K Share of the company14.640% BlackRock, Inc.'s full portfolio →
NB Neuberger Berman Group LLC	2.2M	8.75%	+10.4K (+0.5%)	≤2021	0.1%
Shares held by quarter Peak holding2.2M (Q2'26) Change over 8 quarters+1.1M Share of the company8.750% Neuberger Berman Group LLC's full portfolio →

BlackRock, Inc.

3.6M

% of company

14.64%

Change vs last qtr

+102.6K (+2.9%)

Held since

≤2021

Neuberger Berman Group LLC

2.2M

% of company

8.75%

Change vs last qtr

+10.4K (+0.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Lakeland Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LKFN on Form N-PORT; together they hold 48.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$92.5M	1.5M	6.03%	0.08%	June 30, 2026
NG Neuberger Genesis Fund Neuberger Berman Equity Funds	$77.7M	1.3M	5.38%	0.91%	February 28, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$92.5M

% of company

6.03%

% of the fund

0.08%

As of

June 30, 2026

Neuberger Genesis Fund

Neuberger Berman Equity Funds

Position value

$77.7M

% of company

5.38%

% of the fund

0.91%

As of

February 28, 2026

23 more funds behind a free account

See every fund holding Lakeland Financial Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WM Welch M Scott Insider	291.6K	1.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.170% Welch M Scott's insider activity →
FD Findlay David M Insider	132.1K	0.53%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.530% Findlay David M's insider activity →

Welch M Scott

Insider

291.6K

% of company

1.17%

Change vs last qtr

—

Held since

—

Findlay David M

Insider

132.1K

% of company

0.53%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of Lakeland Financial Corp.

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