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 696 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
23,990
shares
|
$984,549
0.44% of portfolio
|
Q2 2021
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
23,949
shares
|
$982,866
0.01% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
23,570
shares
|
$967,312
0.17% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,256
shares
|
$954,426
0.01% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
23,026
shares
|
$944,987
0.04% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,607
shares
|
$927,791
0.7% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
22,198
shares
|
$911,005
0.03% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
21,983
shares
|
$902,182
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
21,976
shares
|
$901,895
0.42% of portfolio
|
Q3 2025
Added 308.02%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
21,857
shares
|
$897,011
0.06% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,468
shares
|
$881,046
0.01% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
21,297
shares
|
$874,028
0.02% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
21,136
shares
|
$867,421
0.03% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
20,940
shares
|
$859,377
0.55% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
20,800
shares
|
$853,632
0.06% of portfolio
|
Q2 2024
Added 71.9%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
20,738
shares
|
$851,087
0.03% of portfolio
|
Q3 2021
Added 0.18%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,488
shares
|
$840,827
0.0% of portfolio
|
Q3 2025
Reduced 97.71%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
20,381
shares
|
$836,436
0.0% of portfolio
|
Q3 2025
Reduced 72.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,324
shares
|
$834,096
0.0% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
20,302
shares
|
$833,194
0.0% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
20,226
shares
|
$830,075
0.58% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
19,536
shares
|
$801,757
0.0% of portfolio
|
Q3 2025
Reduced 43.0%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
19,535
shares
|
$801,716
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
19,374
shares
|
$795,108
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
19,087
shares
|
$783,330
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|