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 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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
53
shares
|
$1,827
0.0% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
47
shares
|
$1,620
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
37
shares
|
$1,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
37
shares
|
$1,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
37
shares
|
$1,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
36
shares
|
$1,241
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
34
shares
|
$1,172
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
31
shares
|
$1,068
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
30
shares
|
$1,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
29
shares
|
$999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
29
shares
|
$999
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
24
shares
|
$827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
23
shares
|
$793
0.0% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
23
shares
|
$793
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
23
shares
|
$793
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
20
shares
|
$689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
19
shares
|
$655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
19
shares
|
$655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
17
shares
|
$586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
15
shares
|
$517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14
shares
|
$482
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
13
shares
|
$448
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
11
shares
|
$379
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10
shares
|
$344
0.0% of portfolio
|
Q1 2025
Reduced 97.34%
|