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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,125
shares
|
$79,793
0.01% of portfolio
|
Q2 2023
Reduced 35.61%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,104
shares
|
$79,005
0.01% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,012
shares
|
$75,550
0.0% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,949
shares
|
$73,184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,782
shares
|
$66,914
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,778
shares
|
$66,763
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,736
shares
|
$65,186
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,718
shares
|
$64,510
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,653
shares
|
$62,070
0.0% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,610
shares
|
$60,455
0.01% of portfolio
|
Q2 2023
Reduced 30.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,600
shares
|
$60,079
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$56,324
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,500
shares
|
$56,324
0.02% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$56,324
0.0% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,473
shares
|
$55,311
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,392
shares
|
$52,269
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,375
shares
|
$51,631
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,307
shares
|
$49,077
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,294
shares
|
$48,589
0.0% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,280
shares
|
$48,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,280
shares
|
$48,064
0.0% of portfolio
|
Q4 2022
Reduced 1.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,263
shares
|
$47,425
0.0% of portfolio
|
Q2 2024
Reduced 9.33%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,250
shares
|
$46,937
0.02% of portfolio
|
Q4 2024
Added 182.17%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,200
shares
|
$45,060
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,181
shares
|
$44,346
0.0% of portfolio
|
Q4 2024
Reduced 15.22%
|