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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
350
shares
|
$13,776
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
348
shares
|
$13,697
0.01% of portfolio
|
Q2 2022
Reduced 27.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
342
shares
|
$13,461
0.0% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
337
shares
|
$13,264
0.0% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
335
shares
|
$13,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
322
shares
|
$12,673
0.0% of portfolio
|
Q4 2024
Reduced 76.34%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
300
shares
|
$11,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
291
shares
|
$11,453
0.0% of portfolio
|
Q2 2025
Added 31.08%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
267
shares
|
$10,509
0.0% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
248
shares
|
$9,761
0.0% of portfolio
|
Q3 2023
Reduced 23.69%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
242
shares
|
$9,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
233
shares
|
$9,170
0.0% of portfolio
|
Q2 2025
Added 585.29%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
218
shares
|
$8,580
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
210
shares
|
$8,265
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
210
shares
|
$8,265
0.0% of portfolio
|
Q2 2025
Reduced 71.96%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
204
shares
|
$8,029
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
194
shares
|
$7,635
0.0% of portfolio
|
Q2 2025
Added 198.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
185
shares
|
$7,281
0.0% of portfolio
|
Q4 2023
Reduced 44.78%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
175
shares
|
$6,888
0.0% of portfolio
|
Q2 2025
Reduced 96.75%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
175
shares
|
$6,888
0.0% of portfolio
|
Q2 2025
Added 177.78%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
174
shares
|
$6,848
0.0% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
167
shares
|
$6,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
158
shares
|
$6,218
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$5,825
0.0% of portfolio
|
Q1 2019
Added 47.88%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
147
shares
|
$5,785
0.0% of portfolio
|
Q2 2025
Reduced 87.45%
|