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 626 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 $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
11,325
shares
|
$422,988
0.05% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
11,199
shares
|
$418,282
0.01% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
11,080
shares
|
$413,838
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$410,850
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
10,958
shares
|
$409,281
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,884
shares
|
$406,517
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,880
shares
|
$406,368
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,739
shares
|
$401,101
0.01% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
10,664
shares
|
$398,300
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
10,582
shares
|
$395,237
0.01% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,539
shares
|
$393,631
0.0% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
10,531
shares
|
$393,332
0.12% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,512
shares
|
$392,623
0.0% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
10,404
shares
|
$388,589
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
10,363
shares
|
$387,058
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,346
shares
|
$386,423
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
10,244
shares
|
$382,613
0.03% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,213
shares
|
$381,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
10,207
shares
|
$381,231
0.07% of portfolio
|
Q1 2024
Added 22.87%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,200
shares
|
$380,970
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
10,183
shares
|
$380,335
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,141
shares
|
$378,766
0.01% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,877
shares
|
$368,905
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,835
shares
|
$367,337
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,797
shares
|
$365,917
0.56% of portfolio
|
Q1 2024
Reduced 37.77%
|