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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
106
shares
|
$4,350
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
100
shares
|
$4,104
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$4,104
0.0% of portfolio
|
Q3 2022
Reduced 92.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
100
shares
|
$4,104
0.0% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$4,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
99
shares
|
$4,062
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
97
shares
|
$3,980
0.0% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
92
shares
|
$3,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
91
shares
|
$3,734
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
86
shares
|
$3,529
0.0% of portfolio
|
Q3 2025
Reduced 35.34%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
85
shares
|
$3,488
0.0% of portfolio
|
Q3 2025
Added 28.79%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
84
shares
|
$3,447
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$3,447
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
80
shares
|
$3,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
61
shares
|
$2,503
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$2,257
0.0% of portfolio
|
Q2 2022
Reduced 60.71%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
55
shares
|
$2,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
53
shares
|
$2,175
0.0% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
50
shares
|
$2,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
48
shares
|
$1,969
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
48
shares
|
$1,969
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
40
shares
|
$1,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
40
shares
|
$1,641
0.0% of portfolio
|
Q3 2025
Reduced 95.83%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
39
shares
|
$1,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
37
shares
|
$1,518
0.0% of portfolio
|
Q2 2025
New holding
|
|