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 |
---|---|---|---|---|---|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6,501
shares
|
$221,814
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,458
shares
|
$220,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
6,433
shares
|
$219,493
0.01% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
6,410
shares
|
$218,709
0.02% of portfolio
|
Q4 2024
Reduced 76.07%
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
6,316
shares
|
$215,501
0.04% of portfolio
|
Q2 2025
Reduced 33.73%
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
6,300
shares
|
$214,955
0.04% of portfolio
|
Q1 2025
New holding
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
6,289
shares
|
$214,580
0.01% of portfolio
|
Q1 2025
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,234
shares
|
$212,704
0.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,211
shares
|
$211,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,176
shares
|
$210,725
0.07% of portfolio
|
Q1 2023
Reduced 42.73%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,054
shares
|
$206,562
0.01% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,000
shares
|
$204,719
0.09% of portfolio
|
Q1 2025
New holding
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
6,000
shares
|
$204,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,940
shares
|
$202,672
0.06% of portfolio
|
Q1 2025
New holding
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
5,884
shares
|
$200,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,784
shares
|
$197,350
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,765
shares
|
$196,701
0.04% of portfolio
|
Q3 2021
Added 37.03%
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,615
shares
|
$191,583
0.01% of portfolio
|
Q2 2024
Reduced 18.63%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
5,391
shares
|
$183,940
0.0% of portfolio
|
Q1 2025
Added 8.89%
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,379
shares
|
$183,531
0.0% of portfolio
|
Q1 2025
Reduced 54.86%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,133
shares
|
$175,137
0.0% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,132
shares
|
$175,103
0.05% of portfolio
|
Q1 2024
Reduced 57.22%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,066
shares
|
$172,851
0.02% of portfolio
|
Q3 2022
Added 0.34%
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
5,000
shares
|
$170,600
0.02% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,744
shares
|
$161,865
0.01% of portfolio
|
Q1 2025
Reduced 5.76%
|