LKFNNasdaqState Commercial BanksFiscal year ends December 31
LAKELAND FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$57.56−0.44 (-0.76%)
Close on Oct 19, 2026
- Market cap
- $1.45B
- P/E (TTM)
- 13.2
- Dividend yield
- 3.47%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.5%
21M of 25M shares
Institutional holders
255
46 new, 21 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 11 sales
Net sold $16.69K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,513,643 | 13.50% | 13G (passive) amendment | Mar 31, 2026 |
| Neuberger Berman Group LLC | 1,512,029 | 5.90% | 13G (passive) | Jun 30, 2025 |
| State Street Corporation | 1,378,699 | 5.30% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,253,444 | 5.03% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LKFN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,639,015 | 14.64% | $224.60M | +102,649 | 0.00% |
| Neuberger Berman Group LLC | 2,175,765 | 8.75% | $134.29M | +10,368 | 0.09% |
| State Street Corp | 1,428,098 | 5.75% | $88.14M | +49,399 | 0.00% |
| Vanguard Capital Management LLC | 1,065,329 | 4.29% | $65.75M | −32,714 | 0.00% |
| Charles Schwab Investment Management Inc | 940,862 | 3.78% | $58.07M | +71,594 | 0.01% |
| Dimensional Fund Advisors LP | 687,078 | 2.76% | $42.41M | +14,907 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 679,655 | 2.73% | $41.95M | +351,573 | 0.11% |
| Geode Capital Management, LLC | 661,616 | 2.66% | $40.84M | +24,828 | 0.00% |
| Vanguard Portfolio Management LLC | 598,952 | 2.41% | $36.97M | +25,224 | 0.00% |
| Silvercrest Asset Management Group LLC | 588,817 | 2.37% | $36.34M | −47,300 | 0.24% |
| Neumeier Poma Investment Counsel LLC | 497,399 | 2.00% | $30.70M | +19,235 | 2.10% |
| Two Sigma Investments, LP | 417,612 | 1.68% | $25.78M | +60,971 | 0.02% |
| American Century Companies Inc | 355,466 | 1.43% | $21.94M | +239,681 | 0.01% |
| Raymond James Financial Inc | 300,208 | 1.21% | $18.53M | +3,623 | 0.01% |
| Boston Trust Walden Corp | 293,880 | 1.18% | $18.14M | −10,062 | 0.14% |
| Ameriprise Financial Inc | 292,152 | 1.18% | $18.03M | −2,696 | 0.00% |
| Northern Trust Corp | 271,574 | 1.09% | $16.76M | −47,359 | 0.00% |
| FMR LLC | 252,764 | 1.02% | $15.60M | +22,737 | 0.00% |
| Citadel Advisors LLC | 242,114 | 0.97% | $14.94M | +52,239 | 0.00% |
| Qube Research & Technologies Ltd | 241,188 | 0.97% | $14.89M | +46,095 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 255 | 21M | 84.5% | 46 / 94 | 69 / 21 | 2M | 2M |
| Q1 2026 | 235 | 21M | 83.8% | 30 / 75 | 90 / 18 | 3M | 2M |
| Q4 2025 | 227 | 21M | 84.7% | 20 / 69 | 104 / 32 | 2M | 2M |
| Q3 2025 | 245 | 21M | 85.8% | 31 / 69 | 102 / 19 | 2M | 2M |
| Q2 2025 | 235 | 22M | 86.8% | 20 / 88 | 85 / 29 | 2M | 2M |
| Q1 2025 | 244 | 21M | 86.2% | 37 / 82 | 79 / 22 | 2M | 2M |
| Q4 2024 | 231 | 22M | 87.0% | 28 / 73 | 79 / 28 | 2M | 1M |
| Q3 2024 | 234 | 21M | 86.1% | 35 / 81 | 80 / 15 | 5M | 1M |
| Q2 2024 | 216 | 21M | 85.5% | 21 / 77 | 75 / 27 | 1M | 1M |
| Q1 2024 | 223 | 22M | 87.5% | 31 / 67 | 86 / 15 | 1M | 1M |
| Q4 2023 | 207 | 21M | 85.8% | 30 / 67 | 80 / 19 | 1M | 1M |
| Q3 2023 | 200 | 21M | 83.4% | 26 / 61 | 85 / 21 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LKFN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,498,732 | 6.03% | $92.50M | 0.08% | Jun 30, 2026 |
| Neuberger Genesis Fund | 1,274,427 | 5.13% | $77.27M | 1.05% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 752,622 | 3.03% | $46.45M | 0.00% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 651,537 | 2.62% | $40.21M | 0.32% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 634,446 | 2.55% | $39.16M | 0.05% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 598,611 | 2.41% | $36.29M | 0.04% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 287,018 | 1.15% | $17.71M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 272,575 | 1.10% | $17.08M | 0.05% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 248,150 | 1.00% | $15.32M | 0.32% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 228,829 | 0.92% | $14.12M | 0.08% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 226,159 | 0.91% | $13.96M | 0.24% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 224,964 | 0.91% | $13.88M | 0.13% | Jun 30, 2026 |
| Columbia Acorn Fund | 214,229 | 0.86% | $13.22M | 0.48% | Jun 30, 2026 |
| Opus Small Cap Value ETF | 165,042 | 0.66% | $10.34M | 1.46% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 156,247 | 0.63% | $9.64M | 0.09% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Donald Robinson-Gay | Senior Vice President | 8,398 | 0.03% | Aug 6, 2026 |
| Kyra E. Clark | Senior Vice President | 11,396 | 0.05% | Jul 31, 2026 |
| Eric H. Ottinger | Executive Vice President | 36,419 | 0.15% | May 1, 2026 |
| Carrie Gutman | Senior Vice President | 2,958 | 0.01% | Feb 4, 2026 |
| David M. Findlay | CEO | 129,099 | 0.52% | Feb 4, 2026 |
| Kristin Pruitt | President | 36,963 | 0.15% | Feb 4, 2026 |
| Jennifer M. Hurford | SVP & Treasurer | 9,809 | 0.04% | Feb 4, 2026 |
| Lisa M. O'Neill | EVP & CFO | 41,255 | 0.17% | Feb 4, 2026 |
| Brok A. Lahrman | SVP, Chief Accounting Officer | 4,112 | 0.02% | Feb 4, 2026 |
| James Rickard Donovan | SVP, General Counsel | 15,606 | 0.06% | Feb 4, 2026 |
| Stephanie R. Leniski | Executive Vice President | 17,632 | 0.07% | Feb 4, 2026 |
| Jonathan P. Steiner | Senior Vice President | 15,234 | 0.06% | Dec 9, 2024 |
| Emily E. Pichon | Director | 20,148 | 0.08% | Aug 6, 2026 |
| Melinda Jo Truex | Director | 69,889 | 0.28% | Aug 6, 2026 |
| Darrianne P. Christian | Director | 10,750 | 0.04% | Aug 6, 2026 |
| Brian J. Smith | Director | 68,753 | 0.28% | Aug 6, 2026 |
| Faraz Abbasi | Director | 5,850 | 0.02% | Aug 6, 2026 |
| Bradley J. Toothaker | Director | 14,278 | 0.06% | Aug 6, 2026 |
| Blake Augsburger | Director | 18,863 | 0.08% | Aug 6, 2026 |
| M. Scott Welch | Director | 213,913 | 0.86% | Aug 6, 2026 |
| Daniel Brian Starr | Director | 1,300 | 0.01% | Aug 6, 2026 |
| Steven D. Ross | Director | 27,001 | 0.11% | May 6, 2026 |
| Robert E. Bartels Jr | Director | 33,451 | 0.13% | Jan 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Donald Robinson-Gay Senior Vice President | Aug 5, 2026 | Sale | −500 | $63.00 | $31.50K | 7,610 |
| Kyra E. Clark Senior Vice President | Jul 30, 2026 | Sale | −250 | $63.22 | $15.81K | 11,396 |
| Bradley J. Toothaker Director | May 29, 2026 | Sale | −5,900 | $60.62 | $357.66K | 14,278 |
| Steven D. Ross Director | May 6, 2026 | Sale | −1,281 | $62.50 | $80.06K | 27,001 |
| Steven D. Ross Director | May 5, 2026 | Sale | −19 | $62.50 | $1.19K | 28,282 |
| Eric H. Ottinger Executive Vice President | May 1, 2026 | Sale | −2,136 | $61.49 | $131.34K | 33,257 |
| M. Scott Welch Director | Mar 12, 2026 | Buy | +10,000 | $56.23 | $562.30K | 212,006 |
| M. Scott Welch Director | Mar 9, 2026 | Buy | +5,000 | $55.45 | $277.25K | 54,000 |
| M. Scott Welch Director | Feb 27, 2026 | Buy | +10,000 | $57.95 | $579.50K | 49,000 |
| Bradley J. Toothaker Director | Feb 23, 2026 | Sale | −5,685 | $58.36 | $331.78K | 20,178 |
| David M. Findlay CEO | Feb 4, 2026 | Sale | −3,000 | $63.02 | $189.06K | 113,918 |
| Stephanie R. Leniski Executive Vice President | Feb 4, 2026 | Sale | −1,665 | $62.76 | $104.50K | 8,355 |
| Kyra E. Clark Senior Vice President | Feb 3, 2026 | Award | +1,802 | – | – | 11,416 |
| Jennifer M. Hurford SVP & Treasurer | Feb 3, 2026 | Award | +540 | – | – | 9,185 |
| Brok A. Lahrman SVP, Chief Accounting Officer | Feb 3, 2026 | Award | +740 | – | – | 3,354 |
| David M. Findlay CEO | Feb 3, 2026 | Award | +6,400 | – | – | 115,878 |
| Lisa M. O'Neill EVP & CFO | Feb 3, 2026 | Award | +2,600 | – | – | 36,966 |
| James Rickard Donovan SVP, General Counsel | Feb 3, 2026 | Award | +1,802 | – | – | 14,438 |
| Donald Robinson-Gay Senior Vice President | Feb 3, 2026 | Award | +2,800 | – | – | 7,774 |
| Carrie Gutman Senior Vice President | Feb 3, 2026 | Award | +1,620 | – | – | 2,958 |
| Eric H. Ottinger Executive Vice President | Feb 3, 2026 | Award | +2,600 | – | – | 34,882 |
| Kristin Pruitt President | Feb 3, 2026 | Award | +4,000 | – | – | 26,560 |
| Stephanie R. Leniski Executive Vice President | Feb 3, 2026 | Award | +2,600 | – | – | 7,811 |
| Kyra E. Clark Senior Vice President | Feb 2, 2026 | Tax withholding | −1,045 | $60.76 | $63.49K | 11,646 |
| Kyra E. Clark Senior Vice President | Feb 2, 2026 | Award | +1,275 | – | – | 12,691 |
| Jennifer M. Hurford SVP & Treasurer | Feb 2, 2026 | Tax withholding | −280 | $60.76 | $17.01K | 9,570 |
| Jennifer M. Hurford SVP & Treasurer | Feb 2, 2026 | Award | +425 | – | – | 9,850 |
| Brok A. Lahrman SVP, Chief Accounting Officer | Feb 2, 2026 | Sale | −275 | $60.76 | $16.71K | 3,504 |
| Brok A. Lahrman SVP, Chief Accounting Officer | Feb 2, 2026 | Award | +425 | – | – | 3,779 |
| David M. Findlay CEO | Feb 2, 2026 | Tax withholding | −4,000 | $60.76 | $243.04K | 116,918 |
| David M. Findlay CEO | Feb 2, 2026 | Award | +5,040 | – | – | 120,918 |
| Lisa M. O'Neill EVP & CFO | Feb 2, 2026 | Tax withholding | −1,585 | $60.76 | $96.30K | 34,528 |
| Lisa M. O'Neill EVP & CFO | Feb 2, 2026 | Award | +2,047 | – | – | 36,113 |
| Lisa M. O'Neill EVP & CFO | Feb 2, 2026 | Sale | −2,900 | $60.74 | $176.15K | 34,066 |
| James Rickard Donovan SVP, General Counsel | Feb 2, 2026 | Tax withholding | −945 | $60.76 | $57.42K | 14,768 |
| James Rickard Donovan SVP, General Counsel | Feb 2, 2026 | Award | +1,275 | – | – | 15,713 |
| Donald Robinson-Gay Senior Vice President | Feb 2, 2026 | Award | +1,275 | – | – | 9,049 |
| Donald Robinson-Gay Senior Vice President | Feb 2, 2026 | Tax withholding | −939 | $60.76 | $57.05K | 8,110 |
| Carrie Gutman Senior Vice President | Feb 2, 2026 | Tax withholding | −321 | $60.76 | $19.50K | 3,400 |
| Carrie Gutman Senior Vice President | Feb 2, 2026 | Award | +763 | – | – | 3,721 |
| Eric H. Ottinger Executive Vice President | Feb 2, 2026 | Award | +2,047 | – | – | 36,929 |
| Eric H. Ottinger Executive Vice President | Feb 2, 2026 | Tax withholding | −1,536 | $60.76 | $93.33K | 35,393 |
| Kristin Pruitt President | Feb 2, 2026 | Award | +2,047 | – | – | 28,607 |
| Kristin Pruitt President | Feb 2, 2026 | Tax withholding | −1,616 | $60.76 | $98.19K | 26,991 |
| Stephanie R. Leniski Executive Vice President | Feb 2, 2026 | Tax withholding | +792 | $60.76 | $48.12K | 10,020 |
| Stephanie R. Leniski Executive Vice President | Feb 2, 2026 | Award | +1,417 | – | – | 9,228 |
| Melinda Jo Truex Director | Jan 14, 2026 | Option exercise | +2,138 | – | – | 33,754 |
| Robert E. Bartels Jr Director | Jan 13, 2026 | Award | +650 | – | – | 30,376 |
| Faraz Abbasi Director | Jan 13, 2026 | Award | +650 | – | – | 5,850 |
| Brian J. Smith Director | Jan 13, 2026 | Award | +650 | – | – | 42,085 |
| Emily E. Pichon Director | Jan 13, 2026 | Award | +650 | – | – | 20,138 |
| Daniel Brian Starr Director | Jan 13, 2026 | Award | +650 | – | – | 1,300 |
| Darrianne P. Christian Director | Jan 13, 2026 | Award | +650 | – | – | 10,750 |
| Melinda Jo Truex Director | Jan 13, 2026 | Award | +650 | – | – | 36,135 |
| Bradley J. Toothaker Director | Jan 13, 2026 | Award | +650 | – | – | 25,863 |
| Blake Augsburger Director | Jan 13, 2026 | Award | +650 | – | – | 18,863 |
| M. Scott Welch Director | Jan 13, 2026 | Award | +650 | – | – | 1,907 |
| Steven D. Ross Director | Jan 13, 2026 | Award | +650 | – | – | 28,301 |
| Jennifer M. Hurford SVP & Treasurer | Dec 31, 2025 | Other | +240 | $61.96 | $14.87K | 9,425 |
| Jennifer M. Hurford SVP & Treasurer | Dec 31, 2025 | Other | +39 | $61.96 | $2.42K | 624 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. Toothaker Bradley Director | May 29, 2026 | 5,900 | $357.65K | May 29, 2026 | Private Acquisition from Issuer/Affiliate |
| Toothaker Bradley Director | Feb 23, 2026 | 5,685 | $331.79K | Feb 23, 2026 | Private Acquisition from Issuer/Affiliate |
| Jonathan P. Steiner Affiliate | Dec 12, 2024 | 4,814 | $355.92K | Dec 12, 2024 | Stock Grants |
| Jonathan P. Steiner Director | Feb 22, 2024 | 3,328 | $210.80K | Feb 22, 2024 | Stock Plan |