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 624 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
9,779
shares
|
$367,201
0.0% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
9,775
shares
|
$367,051
0.01% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,631
shares
|
$361,644
0.01% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
9,630
shares
|
$361,606
0.15% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
9,562
shares
|
$359,053
0.09% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
9,517
shares
|
$357,363
0.08% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
9,406
shares
|
$353,195
0.06% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,406
shares
|
$353,195
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$349,215
0.0% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
9,290
shares
|
$348,839
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,236
shares
|
$346,811
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
9,203
shares
|
$345,572
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
9,090
shares
|
$341,329
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
9,047
shares
|
$339,714
0.01% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
9,033
shares
|
$339,189
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,935
shares
|
$335,509
0.02% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,882
shares
|
$333,519
0.07% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
8,836
shares
|
$331,791
0.09% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,833
shares
|
$331,679
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
8,810
shares
|
$330,815
0.0% of portfolio
|
Q4 2024
Reduced 23.07%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
8,748
shares
|
$328,487
0.06% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
8,700
shares
|
$326,685
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,677
shares
|
$325,821
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
8,516
shares
|
$319,775
0.01% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
8,477
shares
|
$318,311
0.0% of portfolio
|
Q4 2023
Reduced 19.15%
|