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 602 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
350
shares
|
$11,637
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
348
shares
|
$11,571
0.01% of portfolio
|
Q2 2022
Reduced 27.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
342
shares
|
$11,371
0.0% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
335
shares
|
$11,138
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
300
shares
|
$9,975
0.0% of portfolio
|
Q4 2023
Reduced 72.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
248
shares
|
$8,246
0.0% of portfolio
|
Q3 2023
Reduced 23.69%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
220
shares
|
$7,315
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
210
shares
|
$6,982
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
209
shares
|
$6,949
0.0% of portfolio
|
Q3 2024
Reduced 19.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
205
shares
|
$6,816
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
192
shares
|
$6,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
185
shares
|
$6,151
0.0% of portfolio
|
Q4 2023
Reduced 44.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
175
shares
|
$5,818
0.0% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
171
shares
|
$5,685
0.0% of portfolio
|
Q3 2024
Added 242.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
167
shares
|
$5,552
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
165
shares
|
$5,486
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
158
shares
|
$5,253
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
154
shares
|
$5,120
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$4,921
0.0% of portfolio
|
Q1 2019
Added 47.88%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
143
shares
|
$4,754
0.0% of portfolio
|
Q1 2024
Reduced 99.21%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
140
shares
|
$4,655
0.0% of portfolio
|
Q1 2023
Reduced 10.83%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
136
shares
|
$4,522
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
121
shares
|
$4,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
121
shares
|
$4,023
0.0% of portfolio
|
Q4 2023
Added 1110.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
117
shares
|
$3,890
0.0% of portfolio
|
Q4 2023
Added 85.71%
|