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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
53
shares
|
$2,086
0.0% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
50
shares
|
$1,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
47
shares
|
$1,849
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
42
shares
|
$1,653
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
37
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
37
shares
|
$1,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
37
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
36
shares
|
$1,416
0.0% of portfolio
|
Q2 2025
Reduced 37.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
36
shares
|
$1,416
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
31
shares
|
$1,220
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
29
shares
|
$1,141
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
23
shares
|
$905
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
23
shares
|
$905
0.0% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
23
shares
|
$905
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
20
shares
|
$787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
19
shares
|
$747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
19
shares
|
$747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
17
shares
|
$669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
14
shares
|
$551
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
14
shares
|
$551
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
13
shares
|
$511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
12
shares
|
$472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$393
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
10
shares
|
$393
0.0% of portfolio
|
Q1 2025
Reduced 97.34%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
9
shares
|
$354
0.0% of portfolio
|
Q2 2025
New holding
|