Lakeland Financial Corporation
Lakeland Financial Corporation (LKFN) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LKFN · as of Sep 30, 2025
Ownership Breakdown
245
Institutional Holders
▲ 8 vs Q2
$1.36B
Total Inst. Value
▲ $39.69M vs Q2
24.91M
Shares Outstanding
freeFloat 96.58%
21.22M
13F Shares Held
▼ 299,554 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LKFN largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. state commercial banks | 3.53M | 13.72% | 13.72% | $226.45B | Nov 12, 2025 | ▼ 67.7K |
NEUBERGER BERMAN GROUP LLC state commercial banks | 1.89M | 7.35% | 7.35% | $121.25B | Nov 12, 2025 | ▲ 376.6K |
VANGUARD GROUP INC state commercial banks | 1.87M | 7.26% | 7.26% | $119.92B | Nov 7, 2025 | ▼ 9.8K |
STATE STREET CORP state commercial banks | 1.33M | 5.16% | 5.16% | $85.16B | Nov 14, 2025 | ▼ 28.0K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC state commercial banks | 1.03M | 4.02% | 4.02% | $66.36B | Nov 10, 2025 | ▲ 10.2K |
SILVERCREST ASSET MANAGEMENT GROUP LLC state commercial banks | 860.3K | 3.35% | 3.35% | $55.23B | Nov 14, 2025 | ▼ 21.7K |
VICTORY CAPITAL MANAGEMENT INC state commercial banks | 755.8K | 2.94% | 2.94% | $48.52B | Nov 12, 2025 | ▼ 160.8K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 726.2K | 2.82% | 2.82% | $46.62B | Nov 12, 2025 | ▼ 5.5K |
COPELAND CAPITAL MANAGEMENT, LLC state commercial banks | 651.7K | 2.53% | 2.53% | $41.84B | Oct 17, 2025 | ▼ 37.4K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 619.4K | 2.41% | 2.41% | $39.77B | Nov 12, 2025 | ▼ 2.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
15
Increased
+1.02M shares1
New Positions
first time holders32
Decreased
−1.01M shares0
Sold Out
fully exitedNet shares change (top 50)
+16.6K
+1.02M / −1.01M
Net new holders
-16
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LKFN insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
9
Buy transactions
3
Sell transactions
3.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Toothaker Bradley J director | May 29, 2026 | Sale | 5,900 | $60.62 | $357.7K | 14.3K | Form 4 ↗ |
ROSS STEVEN D director | May 5, 2026 | Sale | 19 | $62.50 | $1.2K | 28.3K | Form 4 ↗ |
ROSS STEVEN D director | May 6, 2026 | Sale | 1,281 | $62.50 | $80.1K | 27.0K | Form 4 ↗ |
WELCH M SCOTT director | May 5, 2026 | Award | 510 | — | — | 61.3K | Form 4 ↗ |
Truex Melinda Jo director | May 5, 2026 | Award | 88 | — | — | 10.3K | Form 4 ↗ |
Smith Brian J director | May 5, 2026 | Award | 176 | — | — | 21.1K | Form 4 ↗ |
Augsburger Blake director | May 5, 2026 | Award | 163 | — | — | 19.5K | Form 4 ↗ |
Toothaker Bradley J director | May 5, 2026 | Award | 160 | — | — | 19.2K | Form 4 ↗ |
Christian Darrianne P director | May 5, 2026 | Award | 46 | — | — | 5.5K | Form 4 ↗ |
PICHON EMILY E director | May 5, 2026 | Award | 7 | — | — | 949 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Lakeland Financial Corporation (LKFN) is primarily owned by institutional investors, who hold approximately 85.2% of total shares outstanding. Company insiders own approximately 3.42%, while retail and public investors account for the remaining 11.40%.
The largest institutional shareholder of Lakeland Financial Corporation is BLACKROCK, INC., holding approximately 3.53 million shares — equal to 13.72% of outstanding shares — as of September 30, 2025.
A total of 245 institutional investors currently hold LKFN stock, with a combined institutional value of approximately $1.36 billion as of the most recent 13F filing period.
Frequently asked questions
LKFN ownershipLakeland Financial Corporation (LKFN) is primarily owned by institutional investors, who hold approximately 85.2% of shares. The largest shareholder is BLACKROCK, INC. with a 13.72% stake. Company insiders hold 3.42%. Data sourced from SEC Form 13F as of September 30, 2025.