Lakeland Financial Corp
LKFN- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000721994
In the last 90 days, Lakeland Financial Corp insiders filed 1 open-market purchase and 1 sale; 255 institutions reported holding it in 13F filings for Q2 2026, worth $1.30B in total; no superinvestor holds it.
Holders of 5% or more of LKFN
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Lakeland Financial Corp, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 13.50%3.51M shares | – | Apr 24, 20261 filing | Apr 24, 2026 | SEC |
| Neuberger Berman Group LLC | 13G | 5.90%1.51M shares | – | Feb 14, 20224 filings | Jul 21, 2025 | SEC |
| State Street Corp | 13G | 5.30%1.38M shares | +0.30 ppfrom 5.00% | Oct 16, 20245 filings | May 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.03%1.25M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
28 Schedule 13D and 13G filings on Lakeland Financial Corp, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jul 31, 202610:46 AM ET | Vanguard Capital Management LLC | 13G | 5.03%1.25M shares | New | Jun 30, 2026 | SEC |
| May 12, 202611:25 AM ET | State Street Corp | 13G | 5.30%1.38M shares | +0.30 ppfrom 5.00% | Mar 31, 2026 | SEC |
| Apr 24, 20264:11 PM ET | BlackRock, Inc. | 13G/A | 13.50%3.51M shares | – | Mar 31, 2026 | SEC |
| Mar 27, 202610:21 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 9, 20267:44 AM ET | State Street Corp | 13G | 5.00%1.27M shares | −0.30 ppfrom 5.30% | Dec 31, 2025 | SEC |
| Aug 11, 20257:26 AM ET | State Street Corp | 13G | 5.30%1.35M shares | +0.30 ppfrom 5.00% | Jun 30, 2025 | SEC |
| Aug 8, 20251:02 PM ET | Victory Capital Management Inc | 13G/A | 3.59%916.6K shares | −2.23 ppfrom 5.82%Below 5% | Jun 30, 2025 | SEC |
| Jul 21, 20251:58 PM ET | Neuberger Berman Group LLCand 1 other | 13G | 5.90%1.51M shares | – | Jun 30, 2025 | SEC |
| May 13, 202511:35 AM ET | State Street Corp | 13G | 5.00%1.30M shares | – | Mar 31, 2025 | SEC |
| Nov 7, 20249:31 AM ET | Victory Capital Management Inc | 13G | 5.82%1.49M shares | – | Sep 30, 2024 | SEC |
| Oct 16, 2024 | State Street Corp | 13GOld format | – | New | – | SEC |
| Feb 13, 2024 | Neuberger Berman Group LLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 7, 2024 | Victory Capital Management Inc | 13GOld format | – | – | – | SEC |
| Jan 23, 202411:52 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2023 | Neuberger Berman Group LLC | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 26, 20238:52 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 20, 20235:17 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Neuberger Berman Group LLC | 13GOld format | – | New | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Feb 2, 2022 | Victory Capital Management Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 202211:00 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20223:03 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Sep 9, 20214:20 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2021 | Victory Capital Management Inc | 13GOld format | – | New | – | SEC |
| Feb 4, 2021 | Franklin Mutual Advisers LLC | 13G/AOld format | – | – | – | SEC |
| Jan 29, 20215:22 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
5 notices from officers, directors and other affiliates planning to sell Lakeland Financial Corp shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 2, 20262:13 PM ET | Melinda J TruexDirector | 22.5K | $1.37M | Oct 29, 2026 | NewEdge Securities, LLC | SEC |
| May 29, 20264:20 PM ET | Bradley J ToothakerDirector | 5.90K | $357.7K | May 29, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Feb 23, 20264:20 PM ET | Bradley ToothakerDirector | 5.68K | $331.8K | Feb 23, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Dec 12, 202410:12 AM ET | Steiner Jonathan PAffiliate | 4.81K | $355.9K | Dec 12, 2024 | Charles Schwab Corp. | SEC |
| Feb 22, 202412:07 PM ET | Steiner Jonathan PDirector | 3.33K | $210.8K | Feb 22, 2024 | Charles Schwab Corp. | SEC |