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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
6,890
shares
|
$271,190
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,819
shares
|
$268,395
0.01% of portfolio
|
Q3 2022
Added 19.97%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
6,758
shares
|
$265,994
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,755
shares
|
$265,876
0.02% of portfolio
|
Q3 2022
Reduced 15.71%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,717
shares
|
$264,381
0.18% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,701
shares
|
$263,751
0.01% of portfolio
|
Q2 2025
Added 1188.65%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
6,654
shares
|
$261,901
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
6,574
shares
|
$258,752
0.0% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
6,557
shares
|
$258,083
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,515
shares
|
$256,430
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
6,492
shares
|
$255,525
0.03% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
6,410
shares
|
$252,297
0.01% of portfolio
|
Q4 2024
Reduced 76.07%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
6,316
shares
|
$248,597
0.04% of portfolio
|
Q2 2025
Reduced 33.73%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
6,300
shares
|
$247,968
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
6,289
shares
|
$247,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
6,262
shares
|
$246,472
0.01% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
6,227
shares
|
$245,094
0.0% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,176
shares
|
$243,087
0.07% of portfolio
|
Q1 2023
Reduced 42.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,054
shares
|
$238,285
0.01% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
6,040
shares
|
$237,734
0.09% of portfolio
|
Q2 2025
Reduced 64.72%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
6,000
shares
|
$236,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,981
shares
|
$235,412
0.0% of portfolio
|
Q2 2025
Reduced 89.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,975
shares
|
$235,176
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
5,961
shares
|
$234,624
0.0% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,940
shares
|
$233,798
0.06% of portfolio
|
Q1 2025
New holding
|