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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,081
shares
|
$121,268
0.0% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
2,900
shares
|
$114,144
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,805
shares
|
$110,404
0.0% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
2,800
shares
|
$110,208
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,794
shares
|
$109,971
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,794
shares
|
$109,971
0.0% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2,582
shares
|
$101,627
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
2,495
shares
|
$98,203
0.01% of portfolio
|
Q1 2016
Reduced 58.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,363
shares
|
$93,007
0.0% of portfolio
|
Q2 2025
Reduced 31.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,301
shares
|
$90,567
0.0% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,125
shares
|
$83,640
0.01% of portfolio
|
Q2 2023
Reduced 35.61%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,856
shares
|
$73,052
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,778
shares
|
$69,982
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,736
shares
|
$68,328
0.01% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,728
shares
|
$68,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,718
shares
|
$67,620
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,685
shares
|
$66,321
0.0% of portfolio
|
Q2 2025
Added 354.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,653
shares
|
$65,062
0.0% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,610
shares
|
$63,369
0.01% of portfolio
|
Q2 2023
Reduced 30.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,600
shares
|
$62,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,526
shares
|
$60,063
0.0% of portfolio
|
Q2 2025
Added 57.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$59,040
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,500
shares
|
$59,040
0.02% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,490
shares
|
$58,646
0.0% of portfolio
|
Q2 2025
Added 3927.03%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,396
shares
|
$54,946
0.0% of portfolio
|
Q2 2025
Added 0.29%
|