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 650 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $5.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
21,933
shares
|
$863,282
0.01% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
21,728
shares
|
$855,214
0.02% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
21,687
shares
|
$853,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
21,637
shares
|
$851,632
0.61% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
21,603
shares
|
$850,294
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
21,571
shares
|
$849,034
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
21,558
shares
|
$848,522
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
20,990
shares
|
$826,166
0.01% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
20,850
shares
|
$820,656
0.59% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
20,800
shares
|
$818,688
0.05% of portfolio
|
Q2 2024
Added 71.9%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
20,738
shares
|
$816,247
0.03% of portfolio
|
Q3 2021
Added 0.18%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
20,544
shares
|
$808,611
0.03% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
20,350
shares
|
$800,976
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
19,645
shares
|
$773,227
0.51% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
19,634
shares
|
$772,794
0.01% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,583
shares
|
$770,786
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,471
shares
|
$766,378
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
18,612
shares
|
$732,568
0.23% of portfolio
|
Q4 2023
Reduced 3.93%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,434
shares
|
$725,562
0.0% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
18,191
shares
|
$715,997
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
18,155
shares
|
$714,580
0.08% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
18,105
shares
|
$712,612
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
18,089
shares
|
$711,983
0.01% of portfolio
|
Q2 2025
Added 39.1%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
17,968
shares
|
$707,220
0.0% of portfolio
|
Q2 2024
Reduced 13.37%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,958
shares
|
$706,826
0.0% of portfolio
|
Q3 2024
New holding
|