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 $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
140
shares
|
$4,860
0.0% of portfolio
|
Q1 2023
Reduced 10.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
133
shares
|
$4,617
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
132
shares
|
$4,583
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
125
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
121
shares
|
$4,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
117
shares
|
$4,062
0.0% of portfolio
|
Q4 2023
Added 85.71%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
106
shares
|
$3,680
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
101
shares
|
$3,506
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$3,472
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
100
shares
|
$3,472
0.0% of portfolio
|
Q3 2022
Reduced 92.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$3,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
100
shares
|
$3,472
0.0% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
99
shares
|
$3,437
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
97
shares
|
$3,367
0.0% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
94
shares
|
$3,263
0.0% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$2,916
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
80
shares
|
$2,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
67
shares
|
$2,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
65
shares
|
$2,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
63
shares
|
$2,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
58
shares
|
$2,013
0.0% of portfolio
|
Q1 2025
Added 61.11%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$1,909
0.0% of portfolio
|
Q2 2022
Reduced 60.71%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
55
shares
|
$1,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
53
shares
|
$1,840
0.0% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
47
shares
|
$1,631
0.0% of portfolio
|
Q1 2025
Added 2.17%
|