LAKELAND FINL CORP LKFN
COM · Common Stock · CUSIP 511656100
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersWarsaw, IN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($853.6k this quarter). Holder counts are more reliable. Shares outstanding: 24.9m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $61.74. Options: 0 managers hold calls (— notional), 1 hold puts ($12.3k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 219 |
| Q4 2022 | 228 |
| Q1 2023 | 215 |
| Q2 2023 | 197 |
| Q3 2023 | 201 |
| Q4 2023 | 207 |
| Q1 2024 | 223 |
| Q2 2024 | 216 |
| Q3 2024 | 234 |
| Q4 2024 | 231 |
| Q1 2025 | 245 |
| Q2 2025 | 236 |
| Q3 2025 | 245 |
| Q4 2025 | 227 |
| Q1 2026 | 235 |
| Q2 2026 | 255 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 114 | 95 |
| Q4 2024 | 91 | 107 |
| Q1 2025 | 115 | 100 |
| Q2 2025 | 106 | 114 |
| Q3 2025 | 99 | 120 |
| Q4 2025 | 86 | 136 |
| Q1 2026 | 99 | 108 |
| Q2 2026 | 136 | 90 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $796.1k | — |
| Q4 2025 | $0 | $245.4k | — |
| Q1 2026 | $510.7k | $258.2k | 0.51 |
| Q2 2026 | $0 | $12.3k | — |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +351.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +239.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +144.5k |
| BlackRock, Inc. | Added | +102.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +73.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +71.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +61.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +53.0k |
| CITADEL ADVISORS LLC | Added | +52.2k |
| STATE STREET CORP | Added | +49.4k |
Biggest sellers
| Copeland Capital Management, LLC | Reduced | -606.3k |
| NFJ INVESTMENT GROUP, LLC | Reduced | -220.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -104.8k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -93.9k |
| HRT FINANCIAL LP | Sold out | -52.2k |
| NORTHERN TRUST CORP | Reduced | -47.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -47.3k |
| STIFEL FINANCIAL CORP | Sold out | -42.0k |
| ROYAL BANK OF CANADA | Reduced | -37.9k |
| JANE STREET GROUP, LLC | Reduced | -37.1k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | Unchanged | $12.3k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-04-24 | 13.5% |
| Neuberger Berman Group LLC 13G · institution new · filed 2025-07-21 | 5.9% |
| STATE STREET CORP 13G · institution +0.3 pts · filed 2026-05-12 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $58.0k | 3 | $1.0m | — |
| Q1 2025 | 1 | $920.4k | 4 | $687.1k | — |
| Q2 2025 | 1 | $499.5k | 2 | $207.8k | — |
| Q3 2025 | 1 | $20.1k | 3 | $497.8k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $1.4m | 5 | $818.2k | — |
| Q2 2026 | 0 | — | 3 | $570.3k | — |
| Q3 2026 | 0 | — | 2 | $47.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-05 | Robinson-Gay Donald Senior Vice President | Sold | $31.5k500 shares |
| 2026-07-30 | Clark Kyra E Senior Vice President | Sold | $15.8k250 shares |
| 2026-05-29 | Toothaker Bradley J Director | Sold | $357.7k5.9k shares |
| 2026-05-06 | ROSS STEVEN D Director | Sold | $80.1k1.3k shares |
| 2026-05-05 | ROSS STEVEN D Director | Sold | $1.2k19 shares |
| 2026-05-01 | Ottinger Eric H Executive Vice President | Sold | $131.3k2.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.6m $224.6m | Added +102.6k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 2.2m $134.3m | Added +10.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $88.1m | Added +49.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $65.8m | Reduced -32.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 940.9k $58.1m | Added +71.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 687.1k $42.4m | Added +14.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 679.7k $41.9m | Added +351.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 661.6k $40.8m | Added +24.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 599.0k $37.0m | Added +25.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.24% of their portfolio | 588.8k $36.3m | Reduced -47.3k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.10% of their portfolio | 497.4k $30.7m | Added +19.2k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 417.6k $25.8m | Added +61.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 355.5k $21.9m | Added +239.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 300.2k $18.5m | Added +3.6k |
| Boston Trust Walden Corp 0.14% of their portfolio | 293.9k $18.1m | Reduced -10.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 292.2k $18.0m | Reduced -2.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 271.6k $16.8m | Reduced -47.4k |
| FMR LLC 0.00% of their portfolio | 252.8k $15.6m | Added +22.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 242.1k $14.9m | Added +52.2k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 241.2k $14.9m | Added +46.1k |
| NFJ INVESTMENT GROUP, LLC 0.49% of their portfolio | 232.7k $14.4m | Reduced -220.5k |
| MORGAN STANLEY 0.00% of their portfolio | 227.2k $14.0m | Added +3.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 216.6k $13.4m | Reduced -104.8k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 0.48% of their portfolio | 210.4k $13.0m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 208.3k $12.9m | Added +3.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 203.7k $12.6m | Added +144.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 200.9k $12.4m | Reduced -23.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 172.9k $10.7m | Added +4.0k |
| Aptus Capital Advisors, LLC 0.07% of their portfolio | 156.2k $9.6m | Added +946 |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 152.3k $9.4m | Reduced -4.5k |
| MONARCH CAPITAL MANAGEMENT INC 2.08% of their portfolio | 146.8k $9.1m | Reduced -1.1k |
| UBS Group AG 0.00% of their portfolio | 126.6k $7.8m | Added +24.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 122.9k $7.6m | Added +17.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 121.2k $7.5m | Reduced -1.7k |
| ProShare Advisors LLC 0.01% of their portfolio | 113.1k $7.0m | Added +258 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 111.4k $6.9m | Added +53.0k |
| Invesco Ltd. 0.00% of their portfolio | 101.3k $6.3m | Reduced -6.9k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 99.8k $6.2m | Added +16.9k |
| Nuveen, LLC 0.00% of their portfolio | 96.9k $6.0m | Added +453 |
| Public Sector Pension Investment Board 0.01% of their portfolio | 85.6k $5.3m | Reduced -4.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 82.2k $5.1m | Added +73.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 73.0k $4.5m | Added +14.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 66.7k $4.1m | Reduced -8.6k |
| Squarepoint Ops LLC 0.01% of their portfolio | 64.3k $4.0m | Added +27.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 58.8k $3.6m | Added +18.6k |
| Man Group plc 0.01% of their portfolio | 58.0k $3.6m | Added +32.4k |
| Legal & General Group Plc 0.00% of their portfolio | 57.2k $3.5m | Added +609 |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 52.9k $3.3m | Added +22.3k |
| Swiss National Bank 0.00% of their portfolio | 49.6k $3.1m | Reduced -800 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 49.4k $3.0m | Reduced -10.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 47.9k $3.0m | Reduced -20.2k |
| 1ST SOURCE BANK 0.13% of their portfolio | 47.7k $2.9m | Reduced -10.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 47.5k $2.9m | Reduced -448 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 45.7k $2.8m | Added +8.4k |
| Bridge City Capital, LLC 0.59% of their portfolio | 41.7k $2.6m | Added +11.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 40.2k $2.5m | Added +1.2k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 35.8k $2.2m | New |
| Rosenthal | Henry Capital Advisors, Inc. 1.86% of their portfolio | 34.5k $2.1m | Reduced -8.4k |
| XTX Topco Ltd 0.02% of their portfolio | 30.9k $1.9m | Added +665 |
| SYM FINANCIAL Corp 0.15% of their portfolio | 30.7k $1.9m | Reduced -34.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 28.9k $1.8m | Added +4.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 28.6k $1.8m | Added +7.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 27.7k $1.7m | Added +3.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 26.8k $1.7m | Reduced -22.6k |
| CITIGROUP INC 0.00% of their portfolio | 25.9k $1.6m | Reduced -15.2k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 25.7k $1.6m | Added +210 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 25.4k $1.5m | Reduced -1.5k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.10% of their portfolio | 25.1k $1.5m | Added +20.3k |
| Campbell & CO Investment Adviser LLC 0.08% of their portfolio | 23.9k $1.5m | Added +18.3k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 23.9k $1.5m | Added +20.2k |
| WESBANCO BANK INC 0.04% of their portfolio | 23.3k $1.4m | New |
| HEARTLAND ADVISORS INC 0.06% of their portfolio | 23.2k $1.4m | Reduced -253 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 22.2k $1.4m | Reduced -474 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 21.8k $1.3m | Reduced -7 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 21.5k $1.3m | Added +3.6k |
| WINTON GROUP Ltd 0.04% of their portfolio | 21.4k $1.3m | Added +242 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.0k $1.3m | Reduced -93.9k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 20.8k $1.3m | Added +3.2k |
| Trexquant Investment LP 0.01% of their portfolio | 20.6k $1.3m | Reduced -3.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 19.7k $1.2m | Added +12.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 18.4k $1.1m | Reduced -6.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 18.2k $1.1m | Reduced -24.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 17.4k $1.1m | Unchanged |
| Quadrature Capital Ltd 0.01% of their portfolio | 17.0k $1.0m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 16.8k $1.0m | Added +579 |
| Quantbot Technologies LP 0.04% of their portfolio | 16.0k $986.5k | Reduced -1.8k |
| Uncommon Cents Investing LLC 0.20% of their portfolio | 15.3k $942.2k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 14.5k $894.5k | Added +3.0k |
| MIRABELLA FINANCIAL SERVICES LLP 0.09% of their portfolio | 14.4k $891.4k | Added +9.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 14.4k $890.6k | Added +430 |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 14.1k $868.9k | Reduced -5.0k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 14.0k $862.5k | Added +1.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 13.5k $831.0k | Added +2.1k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 13.3k $822.7k | Reduced -44 |
| Mariner, LLC 0.00% of their portfolio | 12.8k $789.8k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 12.2k $756.4k | First filing |
| Elo Mutual Pension Insurance Co 0.01% of their portfolio | 11.8k $727.1k | New |
| Forvis Mazars Wealth Advisors, LLC 0.01% of their portfolio | 11.7k $723.5k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.4k $705.3k | Reduced -218 |
| Inspire Investing, LLC 0.03% of their portfolio | 11.0k $681.5k | Added +2.1k |