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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
410
shares
|
$14,145
0.0% of portfolio
|
Q2 2025
Added 134.29%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
409
shares
|
$14,110
0.0% of portfolio
|
Q2 2024
Added 452.7%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
400
shares
|
$13,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
391
shares
|
$13,489
0.01% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
385
shares
|
$13,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
350
shares
|
$12,075
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
348
shares
|
$12,006
0.01% of portfolio
|
Q2 2022
Reduced 27.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
342
shares
|
$11,799
0.0% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
339
shares
|
$11,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
335
shares
|
$11,557
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
322
shares
|
$11,109
0.0% of portfolio
|
Q4 2024
Reduced 76.34%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
300
shares
|
$10,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
278
shares
|
$9,591
0.0% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
248
shares
|
$8,556
0.0% of portfolio
|
Q3 2023
Reduced 23.69%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
235
shares
|
$8,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
222
shares
|
$7,659
0.0% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
210
shares
|
$7,245
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
204
shares
|
$7,038
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
200
shares
|
$6,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
185
shares
|
$6,382
0.0% of portfolio
|
Q4 2023
Reduced 44.78%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
171
shares
|
$5,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
167
shares
|
$5,761
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
158
shares
|
$5,451
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
156
shares
|
$5,382
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$5,106
0.0% of portfolio
|
Q1 2019
Added 47.88%
|