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 $4.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,125
shares
|
$69,933
0.01% of portfolio
|
Q2 2023
Reduced 35.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,083
shares
|
$68,551
0.0% of portfolio
|
Q3 2024
Added 459.95%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,957
shares
|
$64,404
0.01% of portfolio
|
Q3 2024
Reduced 82.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,841
shares
|
$60,587
0.01% of portfolio
|
Q3 2024
Added 40.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,767
shares
|
$58,151
0.01% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,750
shares
|
$57,592
0.01% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,736
shares
|
$57,131
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,718
shares
|
$56,539
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,653
shares
|
$54,400
0.0% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,610
shares
|
$52,985
0.01% of portfolio
|
Q2 2023
Reduced 30.3%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,567
shares
|
$51,569
0.0% of portfolio
|
Q3 2024
Reduced 96.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,543
shares
|
$50,780
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
1,512
shares
|
$49,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,500
shares
|
$49,364
0.02% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$49,364
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,473
shares
|
$48,476
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,405
shares
|
$46,238
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,393
shares
|
$45,843
0.0% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,375
shares
|
$45,251
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,341
shares
|
$44,132
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,294
shares
|
$42,585
0.0% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,280
shares
|
$42,124
0.0% of portfolio
|
Q4 2022
Reduced 1.23%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,280
shares
|
$42,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,263
shares
|
$41,565
0.0% of portfolio
|
Q2 2024
Reduced 9.33%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$39,491
0.01% of portfolio
|
Q3 2024
New holding
|