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 594 institutions that hold shares in the stock, with a total of 122 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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,750
shares
|
$380,012
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,710
shares
|
$378,598
0.0% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
10,705
shares
|
$378,421
0.1% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
10,587
shares
|
$374,250
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
10,586
shares
|
$374,215
0.11% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
10,561
shares
|
$373,331
0.12% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
10,404
shares
|
$367,781
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,244
shares
|
$362,125
0.03% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
10,207
shares
|
$360,817
0.07% of portfolio
|
Q1 2024
Added 22.87%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,200
shares
|
$360,570
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,128
shares
|
$358,024
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
10,033
shares
|
$354,666
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
10,019
shares
|
$354,171
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,835
shares
|
$347,667
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,797
shares
|
$346,323
0.56% of portfolio
|
Q1 2024
Reduced 37.77%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
9,752
shares
|
$344,733
0.0% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
9,630
shares
|
$340,420
0.15% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,612
shares
|
$339,784
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
9,507
shares
|
$336,072
0.06% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,385
shares
|
$331,759
0.02% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,357
shares
|
$330,769
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
9,300
shares
|
$328,755
0.0% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,069
shares
|
$320,589
0.01% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,047
shares
|
$319,811
0.01% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
9,032
shares
|
$319,281
0.0% of portfolio
|
Q3 2024
New holding
|