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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
598
shares
|
$24,541
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
597
shares
|
$24,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
548
shares
|
$22,489
0.0% of portfolio
|
Q3 2025
Added 62.61%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
546
shares
|
$22,407
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
522
shares
|
$21,422
0.01% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
521
shares
|
$21,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
502
shares
|
$20,602
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
500
shares
|
$20,520
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
484
shares
|
$19,863
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
458
shares
|
$18,796
0.0% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
414
shares
|
$16,990
0.0% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
410
shares
|
$16,826
0.0% of portfolio
|
Q2 2025
Added 134.29%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
409
shares
|
$16,785
0.0% of portfolio
|
Q2 2024
Added 452.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
400
shares
|
$16,416
0.0% of portfolio
|
Q3 2025
Reduced 52.94%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
391
shares
|
$16,046
0.01% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
390
shares
|
$16,005
0.0% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
360
shares
|
$14,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
350
shares
|
$14,364
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
348
shares
|
$14,281
0.01% of portfolio
|
Q2 2022
Reduced 27.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
342
shares
|
$14,035
0.0% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
335
shares
|
$13,748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
332
shares
|
$13,625
0.0% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
323
shares
|
$13,255
0.0% of portfolio
|
Q3 2025
Reduced 38.71%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
319
shares
|
$13,091
0.01% of portfolio
|
Q3 2025
Added 480.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
300
shares
|
$12,312
0.01% of portfolio
|
Q4 2024
New holding
|
|