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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
750
shares
|
$24,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
750
shares
|
$24,682
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
688
shares
|
$22,642
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
622
shares
|
$20,470
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
596
shares
|
$19,614
0.0% of portfolio
|
Q3 2024
Added 520.83%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
530
shares
|
$17,442
0.0% of portfolio
|
Q3 2024
Added 79.05%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
500
shares
|
$16,455
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
500
shares
|
$16,455
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
499
shares
|
$16,422
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
479
shares
|
$15,763
0.0% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
470
shares
|
$15,467
0.0% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
450
shares
|
$14,809
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
443
shares
|
$14,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
425
shares
|
$13,986
0.01% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
417
shares
|
$13,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
414
shares
|
$13,624
0.0% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
409
shares
|
$13,460
0.0% of portfolio
|
Q2 2024
Added 452.7%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
350
shares
|
$11,518
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
348
shares
|
$11,452
0.01% of portfolio
|
Q2 2022
Reduced 27.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
342
shares
|
$11,255
0.0% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
335
shares
|
$11,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
319
shares
|
$10,498
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
300
shares
|
$9,872
0.0% of portfolio
|
Q4 2023
Reduced 72.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
294
shares
|
$9,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
248
shares
|
$8,161
0.0% of portfolio
|
Q3 2023
Reduced 23.69%
|