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Lakeland Financial Corporation
1W: +4.5% 1M: +3.3% 3M: -4.1% YTD: +10.4% 1Y: +0.8% 3Y: +37.6% 5Y: -7.8%
$60.71
-0.46 (-0.74%)
 
Weekly Expected Move ±2.6%
$55 $57 $58 $60 $61
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 58 · $1.5B mcap · 24M float · 0.849% daily turnover · Short 39% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
276
Institutions Holding
+25 vs prior
89.4%
Ownership
+10.58%
46 New
95 Increased
89 Reduced
20 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-05 Robinson-Gay Donald officer: senior vice president S-Sale 500 $63.00 $32K Filing
2026-07-30 Clark Kyra E officer: senior vice president S-Sale 250 $63.22 $16K Filing
2026-05-29 Toothaker Bradley J director S-Sale 5,900 $60.62 $358K Filing
2026-05-06 ROSS STEVEN D director S-Sale 1,281 $62.50 $80K Filing
2026-05-05 ROSS STEVEN D director S-Sale 19 $62.50 $1K Filing
2026-05-01 Ottinger Eric H officer: executive vice president S-Sale 2,136 $61.49 $131K Filing
2026-03-12 WELCH M SCOTT director P-Purchase 10,000 $56.23 $562K Filing
2026-02-27 WELCH M SCOTT director P-Purchase 10,000 $57.95 $580K Filing
2026-02-23 Toothaker Bradley J director S-Sale 5,685 $58.36 $332K Filing
2026-02-04 FINDLAY DAVID M officer: ceo S-Sale 3,000 $63.02 $189K Filing
2026-02-04 Leniski Stephanie R officer: executive vice president S-Sale 1,665 $62.76 $104K Filing
2026-02-03 Lahrman Brok A officer: svp, chief accounting officer A-Grant/Award 740 $— $0 Filing
2026-02-03 O'Neill Lisa M officer: evp & cfo A-Grant/Award 2,600 $— $0 Filing
2026-02-03 Leniski Stephanie R officer: executive vice president A-Grant/Award 2,600 $— $0 Filing
2026-02-03 Ottinger Eric H officer: executive vice president A-Grant/Award 2,600 $— $0 Filing
2026-02-03 Robinson-Gay Donald officer: senior vice president A-Grant/Award 2,800 $— $0 Filing
2026-02-03 Pruitt Kristin officer: president A-Grant/Award 4,000 $— $0 Filing
2026-02-03 Hurford Jennifer M officer: svp & treasurer A-Grant/Award 540 $— $0 Filing
2026-02-03 Gutman Carrie officer: senior vice president A-Grant/Award 1,620 $— $0 Filing
2026-02-03 FINDLAY DAVID M officer: ceo A-Grant/Award 6,400 $— $0 Filing
2026-02-03 Donovan James Rickard officer: svp, general counsel A-Grant/Award 1,802 $— $0 Filing
2026-02-03 Clark Kyra E officer: senior vice president A-Grant/Award 1,802 $— $0 Filing
2026-02-02 Gutman Carrie officer: senior vice president A-Grant/Award 763 $— $0 Filing
2026-02-02 FINDLAY DAVID M officer: ceo A-Grant/Award 5,040 $— $0 Filing
2026-02-02 Donovan James Rickard officer: svp, general counsel A-Grant/Award 1,275 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,639,015 $225M +102,649 2026-06-30 Filing
NEUBERGER BERMAN GROUP LLC 2,175,765 $134M +10,368 2026-06-30 Filing
STATE STREET CORP 1,428,098 $88M +49,399 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,065,329 $66M -32,714 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 940,862 $58M +71,594 2026-06-30 Filing
Sixth Street Partners Management Company 940,862 $58M +940,862 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 687,078 $42M +14,907 2026-06-30 Filing
FULLER & THALER ASSET MANAGEMENT, INC. 679,655 $42M +351,573 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 661,616 $41M +24,828 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 598,952 $37M +25,224 2026-06-30 Filing
SILVERCREST ASSET MANAGEMENT GROUP LLC 588,817 $36M -47,300 2026-06-30 Filing
NEUMEIER POMA INVESTMENT COUNSEL LLC 497,399 $31M +19,235 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 417,612 $26M +60,971 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 355,466 $22M +239,681 2026-06-30 Filing
RAYMOND JAMES FINANCIAL INC 300,208 $19M +3,623 2026-06-30 Filing
Boston Trust Walden Corp 293,880 $18M -10,062 2026-06-30 Filing
AMERIPRISE FINANCIAL INC 292,152 $18M -2,696 2026-06-30 Filing
NORTHERN TRUST CORP 271,574 $17M -47,359 2026-06-30 Filing
FMR LLC 252,764 $16M +22,737 2026-06-30 Filing
CITADEL ADVISORS LLC 242,114 $15M +52,239 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms