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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
113
shares
|
$4,243
0.0% of portfolio
|
Q4 2023
Reduced 64.58%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
110
shares
|
$4,130
0.0% of portfolio
|
Q1 2024
Added 37.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
107
shares
|
$4,017
0.0% of portfolio
|
Q3 2024
Reduced 48.31%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
106
shares
|
$3,980
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$3,792
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$3,754
0.0% of portfolio
|
Q3 2022
Reduced 92.78%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$3,754
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$3,154
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
83
shares
|
$3,116
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
81
shares
|
$3,041
0.0% of portfolio
|
Q4 2024
Added 84.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
80
shares
|
$3,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
57
shares
|
$2,140
0.0% of portfolio
|
Q2 2024
Added 78.13%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
55
shares
|
$2,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$2,065
0.0% of portfolio
|
Q2 2022
Reduced 60.71%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
51
shares
|
$1,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
46
shares
|
$1,727
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
42
shares
|
$1,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$1,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
36
shares
|
$1,351
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
36
shares
|
$1,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
31
shares
|
$1,164
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
29
shares
|
$1,088
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
29
shares
|
$1,088
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28
shares
|
$1,051
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
27
shares
|
$1,013
0.0% of portfolio
|
Q4 2024
New holding
|