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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
850
shares
|
$33,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
824
shares
|
$32,432
0.0% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
823
shares
|
$32,393
0.02% of portfolio
|
Q4 2024
Reduced 74.5%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
809
shares
|
$31,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$31,488
0.0% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
780
shares
|
$30,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
765
shares
|
$30,110
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
751
shares
|
$29,559
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
633
shares
|
$24,914
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
622
shares
|
$24,481
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
602
shares
|
$23,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
569
shares
|
$22,395
0.0% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
546
shares
|
$21,490
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
527
shares
|
$20,742
0.0% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
522
shares
|
$20,545
0.01% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
500
shares
|
$19,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
500
shares
|
$19,680
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
458
shares
|
$18,026
0.0% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
414
shares
|
$16,295
0.0% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
410
shares
|
$16,137
0.0% of portfolio
|
Q2 2025
Added 134.29%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
409
shares
|
$16,098
0.0% of portfolio
|
Q2 2024
Added 452.7%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
400
shares
|
$15,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
391
shares
|
$15,389
0.01% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
390
shares
|
$15,350
0.0% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
360
shares
|
$14,169
0.0% of portfolio
|
Q2 2025
New holding
|