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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
145
shares
|
$5,707
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
143
shares
|
$5,628
0.0% of portfolio
|
Q1 2024
Reduced 99.21%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
133
shares
|
$5,234
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
132
shares
|
$5,195
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
131
shares
|
$5,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
130
shares
|
$5,116
0.0% of portfolio
|
Q2 2025
Added 94.03%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
125
shares
|
$4,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
121
shares
|
$4,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
117
shares
|
$4,605
0.0% of portfolio
|
Q4 2023
Added 85.71%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
106
shares
|
$4,172
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$3,936
0.0% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$3,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$3,936
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$3,936
0.0% of portfolio
|
Q3 2022
Reduced 92.78%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
99
shares
|
$3,896
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
97
shares
|
$3,817
0.0% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
94
shares
|
$3,699
0.0% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
87
shares
|
$3,424
0.0% of portfolio
|
Q2 2025
Added 480.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$3,306
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
83
shares
|
$3,266
0.0% of portfolio
|
Q2 2025
Reduced 84.4%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
80
shares
|
$3,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
66
shares
|
$2,597
0.0% of portfolio
|
Q2 2025
Added 230.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
55
shares
|
$2,164
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$2,164
0.0% of portfolio
|
Q2 2022
Reduced 60.71%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
55
shares
|
$2,164
0.0% of portfolio
|
Q3 2024
New holding
|