Lakeland Financial Corporation
Ownership
Ownership Structure
Who owns Lakeland Financial Corporation (LKFN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 96.6% of the shares are freely tradable; institutional investors hold 87.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.64 | 3,639,015 | +2.9 | 06/30/2026 |
| Neuberger Berman Group LLC | 8.75 | 2,175,765 | +0.5 | 06/30/2026 |
| State Street Corp | 5.75 | 1,428,098 | +3.6 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.29 | 1,065,329 | -3.0 | 06/30/2026 |
| Charles Schwab Investment Management Inc | 3.79 | 940,862 | +8.2 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 2.76 | 687,078 | +2.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.99 | 1,488,097 | +0.0 | 09/30/2026 |
| Neuberger Genesis Inv | 4.83 | 1,201,292 | -5.7 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.08 | 764,525 | +0.9 | 09/30/2026 |
| Schwab US Dividend Equity ETF™ | 2.80 | 695,298 | +0.3 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Clark Kyra E | Senior Vice President | 11,396 | 684,900 $ | Jul 30, 2026 | direct |
| Robinson-Gay Donald | Senior Vice President | 7,610 | 457,361 $ | Aug 5, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Robinson-Gay Donald | Senior Vice President | Sell | 500 | 63.00 | 31,500 |
| Jul 30, 2026 | Clark Kyra E | Senior Vice President | Sell | 250 | 63.22 | 15,805 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.