Institutional Ownership Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC). We have compiled data on the 647 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,486
shares
|
$664,862
0.0% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
19,335
shares
|
$659,710
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
19,329
shares
|
$659,505
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
18,612
shares
|
$635,041
0.28% of portfolio
|
Q4 2023
Reduced 3.93%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
18,191
shares
|
$620,676
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
18,155
shares
|
$619,448
0.08% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
18,136
shares
|
$618,800
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
17,968
shares
|
$613,068
0.0% of portfolio
|
Q2 2024
Reduced 13.37%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,958
shares
|
$612,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,630
shares
|
$601,535
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
17,608
shares
|
$600,784
0.0% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,426
shares
|
$594,575
0.0% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
17,355
shares
|
$592,152
0.01% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
17,224
shares
|
$587,682
0.14% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
17,122
shares
|
$584,202
0.29% of portfolio
|
Q1 2025
Added 25.8%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
16,846
shares
|
$574,785
0.08% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
16,835
shares
|
$574,410
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
16,728
shares
|
$570,759
0.12% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
16,676
shares
|
$568,985
0.14% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
16,620
shares
|
$567,074
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,353
shares
|
$557,964
0.01% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,145
shares
|
$550,867
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
16,124
shares
|
$550,150
0.06% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
15,973
shares
|
$544,998
0.01% of portfolio
|
Q4 2022
Reduced 68.73%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
15,858
shares
|
$541,074
0.04% of portfolio
|
Q1 2025
Reduced 0.47%
|