Lakeland Financial
Runs Lake City Bank's commercial, retail, wealth, and treasury services across Indiana.
$59.61
After-hours close+0.05 (+0.08%)
At close$59.56(+0.63%)
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Breakdown13F · Form 4
Institutions 95.18%23.71M sharesInsiders 3.08%768.1K sharesOther 1.74%433.8K shares
Shares outstanding 24.91M · Float 24.05M · 96.5% free float
Institutions13F, as of Jun 30, 2026
255 holders · 23.71M shares · 46 new positions · 140 increased · 69 reduced · 26 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.64M | 14.61% | +102.6K | Aug 7, 2026 |
| Neuberger Berman Group LLC | 2.18M | 8.73% | +10.4K | Aug 13, 2026 |
| State Street Corp | 1.43M | 5.73% | +49.4K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.07M | 4.28% | −32.7K | Aug 13, 2026 |
| Sixth Street Partners Management Company, L.P. | 940.9K | 3.78% | +940.9Knew | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | 940.9K | 3.78% | +71.6K | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 687.1K | 2.76% | +14.9K | Aug 11, 2026 |
| Fuller & Thaler Asset Management, Inc. | 679.7K | 2.73% | +351.6K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.50% | 3.51M | 13G | Apr 24, 2026 ↗ |
| Neuberger Berman Group LLC | 5.90% | 1.51M | 13G | Jul 21, 2025 ↗ |
| State Street Corporation | 5.30% | 1.38M | 13G | May 12, 2026 ↗ |
| Vanguard Capital Management | 5.03% | 1.25M | 13G | Jul 31, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| M. Scott Welch | director | 213.9K | 0.86% | Mar 12, 2026 |
| David M. Findlay | officer: CEO | 129.1K | 0.52% | Feb 4, 2026 |
| Melinda Jo Truex | director | 69.9K | 0.28% | Jan 14, 2026 |
| Brian J. Smith | director | 42.1K | 0.17% | Jan 14, 2026 |
| Lisa M. O'Neill | officer: EVP & CFO | 41.3K | 0.17% | Feb 4, 2026 |
| Kristin Pruitt | officer: President | 37.0K | 0.15% | Feb 4, 2026 |
| Eric H. Ottinger | officer: Executive Vice President | 36.4K | 0.15% | May 1, 2026 |
| Robert E. Jr Bartels | director | 30.4K | 0.12% | Jan 14, 2026 |
| Steven D. Ross | director | 27.0K | 0.11% | May 6, 2026 |
| Emily E. Pichon | director | 20.1K | 0.08% | Jan 14, 2026 |
17 people have not refiled in the last 18 months (292.4K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 5, 2026 | Donald Robinson-Gayofficer: Senior Vice President | Sale | 500 | $63.00 | 7,610 |
| Jul 30, 2026 | Kyra E. Clarkofficer: Senior Vice President | Sale | 250 | $63.22 | 11,396 |
| May 29, 2026 | Bradley J. Toothakerdirector | Sale | 5,900 | $60.62 | 14,278 |
| May 6, 2026 | Steven D. Rossdirector | Sale | 1,281 | $62.50 | 27,001 |
| May 5, 2026 | Steven D. Rossdirector | Sale | 19 | $62.50 | 28,282 |
| May 1, 2026 | Eric H. Ottingerofficer: Executive Vice President | Sale | 2,136 | $61.49 | 33,257 |
| Mar 12, 2026 | M. Scott Welchdirector | Purchase | 10,000 | $56.23 | 212,006 |
| Mar 9, 2026 | M. Scott Welchdirector | Purchase | 5,000 | $55.45 | 54,000 |
| Feb 27, 2026 | M. Scott Welchdirector | Purchase | 10,000 | $57.95 | 49,000 |
| Feb 23, 2026 | Bradley J. Toothakerdirector | Sale | 5,685 | $58.36 | 20,178 |
CongressHouse and Senate disclosures
Not reported.