Lakeland Financial Corporation (LKFN) Ownership
LKFN ownership summary
as of October 18, 2026- Institutions
- 88.1% of shares outstanding
- Insiders
- 2.79% of shares outstanding
- Shares outstanding
- 24.9M
- Float
- 24.0M shares available to trade
- Short interest
- 12.29% 2.5M shares short
- Days to cover
- 13.06 short interest up 3.1% vs prior month
- Institutions 88.13%
- Insiders 2.79%
- Other investors 9.07%
LKFN top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 14.64% | 3.6M | $211.1M | +102,649 (+2.9%) | June 30, 2026 |
| 2 | Neuberger Berman Group LLC | 8.75% | 2.2M | $126.2M | +10,368 (+0.5%) | June 30, 2026 |
| 3 | State Street Corp | 5.75% | 1.4M | $82.8M | +49,399 (+3.6%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.29% | 1.1M | $61.8M | −32,714 (−3.0%) | June 30, 2026 |
| 5 | Charles Schwab Investment Management Inc | 3.79% | 941K | $54.6M | +71,594 (+8.2%) | June 30, 2026 |
| 6 | Dimensional Fund Advisors, Inc. | 2.76% | 687K | $39.9M | +14,907 (+2.2%) | June 30, 2026 |
| 7 | Fuller & Thaler Asset Management Inc | 2.73% | 680K | $39.4M | +351,573 (+107.2%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.66% | 662K | $38.4M | +24,828 (+3.9%) | June 30, 2026 |
| 9 | Vanguard Portfolio Management, LLC | 2.41% | 599K | $34.7M | +25,224 (+4.4%) | June 30, 2026 |
| 10 | Silvercrest Asset Management Group LLC | 2.37% | 589K | $34.2M | −47,300 (−7.4%) | June 30, 2026 |
| 11 | Neumeier Investment Counsel LLC | 1.92% | 478K | $27.7M | −4,080 (−0.8%) | March 31, 2026 |
| 12 | Two Sigma Investments LLC | 1.68% | 418K | $24.2M | +60,971 (+17.1%) | June 30, 2026 |
| 13 | American Century Companies Inc | 1.43% | 355K | $20.6M | +239,681 (+207.0%) | June 30, 2026 |
| 14 | BTIM Corp | 1.18% | 294K | $17.0M | −10,062 (−3.3%) | June 30, 2026 |
| 15 | Ameriprise Financial Inc | 1.18% | 292K | $16.9M | −2,696 (−0.9%) | June 30, 2026 |
| 16 | Northern Trust Corp | 1.09% | 272K | $15.8M | −47,359 (−14.8%) | June 30, 2026 |
| 17 | FMR Inc | 1.02% | 253K | $14.7M | +22,737 (+9.9%) | June 30, 2026 |
| 18 | Citadel Advisors Llc | 0.97% | 242K | $14.0M | +52,239 (+27.5%) | June 30, 2026 |
| 19 | Qube Research & Technologies | 0.97% | 241K | $14.0M | +46,095 (+23.6%) | June 30, 2026 |
| 20 | NFJ Investment Group, LLC | 0.94% | 233K | $13.5M | −220,485 (−48.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 1.1M shares and 7 cut 365K.
LKFN top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.99% | 1.5M | $86.3M | — | September 30, 2026 |
| 2 | Neuberger Genesis Inv | 4.83% | 1.2M | $69.7M | −73,135 (−5.7%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 3.05% | 758K | $43.9M | −2,300 (−0.3%) | August 31, 2026 |
| 4 | Schwab US Dividend Equity ETF™ | 2.80% | 695K | $40.3M | +1,840 (+0.3%) | September 30, 2026 |
| 5 | FullerThaler Behavioral Sm-Cp Eq R6 | 2.62% | 652K | $37.8M | +345,325 (+112.8%) | June 30, 2026 |
| 6 | iShares Russell 2000 ETF | 2.50% | 621K | $36.0M | — | September 30, 2026 |
| 7 | Avantis US Small Cap Value ETF | 1.80% | 446K | $25.9M | +1,968 (+0.4%) | September 30, 2026 |
| 8 | Bridge Builder Small/Mid Cap Value | 1.52% | 379K | $22.0M | +153,556 (+68.3%) | September 30, 2026 |
| 9 | Fidelity Small Cap Index | 1.10% | 273K | $15.8M | +1,924 (+0.7%) | July 31, 2026 |
| 10 | State Street® SPDR® S&PRgnllBkgETF | 1.02% | 254K | $14.8M | +7,616 (+3.1%) | September 30, 2026 |
| 11 | Fidelity Enhanced Small Cap Core ETF | 0.98% | 243K | $14.1M | +510 (+0.2%) | September 30, 2026 |
| 12 | State Street® SPDR® S&P® Bank ETF | 0.98% | 243K | $14.1M | −10,460 (−4.1%) | September 30, 2026 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 0.90% | 225K | $13.0M | — | September 30, 2026 |
| 14 | ProShares S&P SmCp 600 Div ArstocrtsETF | 0.65% | 160K | $9.3M | −528 (−0.3%) | September 30, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.58% | 144K | $8.4M | +1,751 (+1.2%) | September 30, 2026 |
| 16 | Vanguard Dividend Appreciation ETF | 0.57% | 141K | $8.2M | −426 (−0.3%) | September 30, 2026 |
| 17 | iShares Russell 2000 Growth ETF | 0.56% | 140K | $8.1M | — | September 30, 2026 |
| 18 | BrighthouseII Neuberger Bermn Genesis A | 0.53% | 131K | $7.6M | −977 (−0.7%) | June 30, 2026 |
| 19 | Schwab US Small-Cap ETF™ | 0.53% | 131K | $7.6M | +81 (+0.1%) | September 30, 2026 |
| 20 | Fidelity Extended Market Index | 0.50% | 124K | $7.2M | −669 (−0.5%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
LKFN insider transactions
latest 9| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-12 | M Scott Welch | Buy | $56.23 | 10,000 | $562,300 |
| 2026-03-09 | M Scott Welch | Buy | $55.45 | 5,000 | $277,250 |
| 2026-02-27 | M Scott Welch | Buy | $57.95 | 10,000 | $579,500 |
| 2026-02-23 | Bradley J Toothaker | Sell | $58.36 | 5,685 | $331,777 |
| 2025-09-08 | Robert E Bartels Jr | Buy | $67.77 | 296 | $20,060 |
| 2025-08-25 | Eric H Ottinger | Sell | $67.07 | 4,635 | $310,869 |
| 2025-07-30 | Kyra E Clark | Sell | $67.00 | 300 | $20,100 |
| 2025-07-29 | Lisa M O'neill | Sell | $66.72 | 2,500 | $166,800 |
| 2025-05-22 | Melinda Jo Truex | Buy | $60.11 | 8,309 | $499,454 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
LKFN shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns LKFN
Institutional investors own 88.1% of Lakeland Financial's shares and insiders 2.79%. The largest holder is BlackRock Inc with 14.64% of the shares (3.6M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 7 reduced their stake in the latest filings. Short interest is 12.29% of the float, or 13.06 days of average trading volume. The share count rose 2.3% since 2014.
Related: LKFN analyst forecast, LKFN key metrics, LKFN dividend history. See the LKFN stock overview for the latest quote and news.
LKFN ownership FAQ
Who owns the most Lakeland Financial stock?
The largest shareholders of Lakeland Financial are BlackRock Inc (14.64%), Neuberger Berman Group LLC (8.75%), State Street Corp (5.75%), Vanguard Capital Management, LLC (4.29%), Charles Schwab Investment Management Inc (3.79%).
What percentage of Lakeland Financial is owned by institutions?
Institutions hold 88.1% of Lakeland Financial's shares outstanding; insiders hold 2.79%.
Which funds own Lakeland Financial?
The largest fund holders of Lakeland Financial are iShares Core S&P Small-Cap ETF (5.99%), Neuberger Genesis Inv (4.83%), Vanguard MStar Total Stk Mkt Idx Invest (3.05%), Schwab US Dividend Equity ETF™ (2.80%), FullerThaler Behavioral Sm-Cp Eq R6 (2.62%).
What is Lakeland Financial's short interest?
2.5M shares of Lakeland Financial were sold short, 12.29% of the float; at the average daily volume it would take 13.06 days to cover.
Are insiders buying or selling Lakeland Financial?
Of the latest 9 reported insider transactions in Lakeland Financial (since May 22, 2025), 5 were purchases and 4 were sales.
How many shares of Lakeland Financial are outstanding?
Lakeland Financial has 24.9M shares outstanding, of which 24.0M are in the public float.