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 647 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
913
shares
|
$31,151
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
894
shares
|
$30,503
0.0% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
852
shares
|
$29,070
0.0% of portfolio
|
Q3 2022
Reduced 32.17%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
850
shares
|
$29,001
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
850
shares
|
$29,001
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
850
shares
|
$29,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
823
shares
|
$28,080
0.02% of portfolio
|
Q4 2024
Reduced 74.5%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$27,295
0.0% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
780
shares
|
$26,613
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
765
shares
|
$26,101
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
751
shares
|
$25,624
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
749
shares
|
$25,555
0.0% of portfolio
|
Q1 2025
Added 383.23%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
697
shares
|
$23,781
0.02% of portfolio
|
Q1 2025
Added 54.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
660
shares
|
$22,519
0.0% of portfolio
|
Q1 2025
Added 285.96%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
635
shares
|
$21,666
0.0% of portfolio
|
Q1 2025
Added 250.83%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
622
shares
|
$21,222
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
605
shares
|
$20,642
0.0% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
569
shares
|
$19,414
0.0% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
546
shares
|
$18,629
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
532
shares
|
$18,151
0.0% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
522
shares
|
$17,810
0.01% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
500
shares
|
$17,060
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
477
shares
|
$16,275
0.0% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
458
shares
|
$15,626
0.0% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
414
shares
|
$14,125
0.0% of portfolio
|
Q3 2023
Reduced 18.66%
|