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 596 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 $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
102
shares
|
$3,311
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$3,247
0.0% of portfolio
|
Q3 2022
Reduced 92.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
93
shares
|
$3,019
0.02% of portfolio
|
Q3 2024
Added 564.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
90
shares
|
$2,922
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
86
shares
|
$2,792
0.0% of portfolio
|
Q3 2024
Added 38.71%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
85
shares
|
$2,759
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$2,727
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
83
shares
|
$2,695
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
80
shares
|
$2,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
57
shares
|
$1,850
0.0% of portfolio
|
Q2 2024
Added 78.13%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
55
shares
|
$1,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$1,785
0.0% of portfolio
|
Q2 2022
Reduced 60.71%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
45
shares
|
$1,461
0.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$1,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
42
shares
|
$1,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$1,201
0.0% of portfolio
|
Q2 2024
Reduced 93.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
36
shares
|
$1,168
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
31
shares
|
$1,006
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
30
shares
|
$974
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
29
shares
|
$941
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
23
shares
|
$746
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
21
shares
|
$681
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21
shares
|
$681
0.0% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
21
shares
|
$681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
20
shares
|
$649
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|