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 695 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
37
shares
|
$1,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
36
shares
|
$1,477
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
32
shares
|
$1,313
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
31
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
29
shares
|
$1,190
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
23
shares
|
$943
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
23
shares
|
$943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
23
shares
|
$943
0.0% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
19
shares
|
$779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
17
shares
|
$697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
14
shares
|
$574
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
14
shares
|
$574
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
14
shares
|
$574
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
13
shares
|
$533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
13
shares
|
$533
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$451
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
10
shares
|
$410
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10
shares
|
$410
0.0% of portfolio
|
Q1 2025
Reduced 97.34%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
7
shares
|
$287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
7
shares
|
$287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
7
shares
|
$287
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6
shares
|
$246
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
5
shares
|
$205
0.0% of portfolio
|
Q4 2024
New holding
|
|