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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,309
shares
|
$148,660
0.02% of portfolio
|
Q2 2025
Added 45.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,000
shares
|
$138,000
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,802
shares
|
$131,169
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,600
shares
|
$124,200
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,454
shares
|
$119,163
0.0% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
3,280
shares
|
$113,160
0.0% of portfolio
|
Q1 2025
Reduced 24.25%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
3,058
shares
|
$105,501
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
2,900
shares
|
$100,050
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
2,800
shares
|
$96,600
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,794
shares
|
$96,393
0.0% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,627
shares
|
$90,631
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2,582
shares
|
$89,079
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,563
shares
|
$88,423
0.02% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,495
shares
|
$86,077
0.01% of portfolio
|
Q1 2016
Reduced 58.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,301
shares
|
$79,384
0.0% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,179
shares
|
$75,175
0.0% of portfolio
|
Q1 2025
Reduced 66.22%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,125
shares
|
$73,312
0.01% of portfolio
|
Q2 2023
Reduced 35.61%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,849
shares
|
$63,790
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,778
shares
|
$61,341
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,736
shares
|
$59,892
0.01% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,718
shares
|
$59,271
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,685
shares
|
$58,132
0.0% of portfolio
|
Q2 2025
Added 354.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,653
shares
|
$57,028
0.0% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,610
shares
|
$55,545
0.01% of portfolio
|
Q2 2023
Reduced 30.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,600
shares
|
$55,200
0.01% of portfolio
|
Q4 2024
New holding
|