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 |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,227
shares
|
$255,556
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,176
shares
|
$253,463
0.07% of portfolio
|
Q1 2023
Reduced 42.73%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
6,046
shares
|
$248,127
0.01% of portfolio
|
Q3 2025
Reduced 27.01%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
6,022
shares
|
$247,142
0.05% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
6,000
shares
|
$246,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,990
shares
|
$245,829
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,910
shares
|
$242,546
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,874
shares
|
$241,068
0.1% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
5,872
shares
|
$240,986
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
5,869
shares
|
$240,863
0.01% of portfolio
|
Q3 2025
Reduced 21.42%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,827
shares
|
$239,140
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,777
shares
|
$237,088
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,765
shares
|
$236,595
0.04% of portfolio
|
Q3 2021
Added 37.03%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,656
shares
|
$232,122
0.01% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,650
shares
|
$231,876
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,646
shares
|
$231,711
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
5,630
shares
|
$231,055
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5,615
shares
|
$230,439
0.01% of portfolio
|
Q2 2024
Reduced 18.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,582
shares
|
$229,085
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,531
shares
|
$226,992
0.0% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,518
shares
|
$226,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
5,515
shares
|
$226,335
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,505
shares
|
$225,925
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,484
shares
|
$225,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
5,473
shares
|
$224,611
0.01% of portfolio
|
Q3 2025
New holding
|
|