Lincoln National (LNC) Institutional Ownership

$28.10
+1.17 (+4.34%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Lincoln National (NYSE:LNC)

Current
Institutional Ownership
Percentage
72.81%
Number of
Institutional Buyers
(last 12 months)
285
Total
Institutional Inflows
(last 12 months)
$625.35M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$542.29M
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LNC Institutional Buying and Selling by Quarter

Lincoln National Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024WBI Investments LLC21,399$683K0.1%N/A0.013%
5/3/2024Easterly Investment Partners LLC674,572$21.54M1.6%+4.7%0.397%
5/3/2024GSA Capital Partners LLP14,990$479K0.0%-85.8%0.009%
5/3/2024Central Pacific Bank Trust Division780$25K0.0%N/A0.000%
5/2/2024Mutual of America Capital Management LLC29,229$933K0.0%-1.6%0.017%
5/2/2024Fidelis Capital Partners LLC2,012$64K0.0%N/A0.001%
5/2/2024 Greenwood Capital Associates LLC38,846$1.24M0.2%N/A0.023%
5/2/2024 Allen Wealth Management LLC43,657$1.39M1.2%N/A0.026%
5/1/2024 Janney Montgomery Scott LLC192,961$6.16M0.0%+15.0%0.113%
5/1/2024 BNP Paribas Financial Markets101,731$3.25M0.0%-65.0%0.060%
5/1/2024 Mirae Asset Global Investments Co. Ltd.15,830$505K0.0%N/A0.009%
5/1/2024 Sequoia Financial Advisors LLC6,498$207K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC75,018$2.40M0.0%+97.3%0.044%
4/30/2024 North Star Investment Management Corp.6,901$220K0.0%+22.9%0.004%
4/30/2024 HB Wealth Management LLC18,956$605K0.0%+8.9%0.011%
4/30/2024 SpiderRock Advisors LLC18,325$585K0.0%N/A0.011%
4/30/2024 Naples Global Advisors LLC63,945$2.04M0.2%+2.9%0.038%
4/30/2024 Allspring Global Investments Holdings LLC1,223$39K0.0%+249.4%0.001%
4/29/2024Commonwealth Equity Services LLC121,912$3.89M0.0%+7.2%0.072%
4/29/2024 Principal Financial Group Inc.1,938,428$61.89M0.0%+10.4%1.140%
4/29/2024 Benjamin F. Edwards & Company Inc.10,265$328K0.0%+1,234.9%0.006%
4/29/2024 Insight Inv LLC39,835$1.27M1.1%-3.1%0.023%
4/26/2024 Triasima Portfolio Management inc.101,540$3.24M0.3%N/A0.060%
4/26/2024 Yousif Capital Management LLC84,062$2.68M0.0%-8.5%0.049%
4/26/2024 Sage Rhino Capital LLC6,816$218K0.1%N/A0.004%
4/25/2024 Capital Investment Advisory Services LLC25,715$821K0.1%N/A0.015%
4/25/2024 Cambridge Investment Research Advisors Inc.74,804$2.39M0.0%-1.1%0.044%
4/24/2024 Assenagon Asset Management S.A.672,244$21.47M0.1%-6.3%0.395%
4/23/2024 Eads & Heald Wealth Management7,147$228K0.1%N/A0.004%
4/23/2024 Global Retirement Partners LLC1,667$53K0.0%+32.6%0.001%
4/23/2024 Louisiana State Employees Retirement System84,000$2.68M0.1%-1.1%0.049%
4/23/2024 Oak Harbor Wealth Partners LLC219,584$7.01M2.2%-1.3%0.129%
4/23/2024 Amalgamated Bank80,665$2.58M0.0%+4.8%0.047%
4/23/2024 Gradient Investments LLC1,865$60K0.0%-54.2%0.001%
4/23/2024 New Mexico Educational Retirement Board9,663$309K0.0%N/A0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.95,296$3.04M0.0%-5.1%0.056%
4/22/2024 PFG Investments LLC10,268$328K0.0%N/A0.006%
4/22/2024 Sentry LLC6,300$201K0.0%N/A0.004%
4/20/2024 Maryland State Retirement & Pension System74,934$2.39M0.0%-0.7%0.044%
4/19/2024 FORVIS Wealth Advisors LLC11,069$353K0.0%N/A0.007%
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4/19/2024 BluePath Capital Management LLC21,925$700K0.5%-6.7%0.013%
4/19/2024 State of Alaska Department of Revenue103,317$3.30M0.0%-1.0%0.061%
4/19/2024 Hedeker Wealth LLC81,368$2.60M0.7%+1.6%0.048%
4/18/2024 Allspring Global Investments Holdings LLC1,223$39K0.0%+249.4%0.001%
4/18/2024 Hexagon Capital Partners LLC3,240$103K0.0%-24.9%0.002%
4/18/2024 Diversified Trust Co6,710$214K0.0%N/A0.004%
4/17/2024 Grimes & Company Inc.6,567$210K0.0%N/A0.004%
4/16/2024 Register Financial Advisors LLC21,609$690K0.4%+32.7%0.013%
4/16/2024 180 Wealth Advisors LLC14,243$455K0.1%+5.0%0.008%
4/16/2024 Wealth Enhancement Advisory Services LLC26,372$842K0.0%+4.3%0.016%
4/15/2024 Wealthcare Advisory Partners LLC26,088$833K0.0%+33.4%0.015%
4/12/2024 Unison Advisors LLC61,474$1.96M0.2%+2.3%0.036%
4/12/2024 Westend Capital Management LLC1,248$40K0.0%N/A0.001%
4/11/2024 Contravisory Investment Management Inc.17,321$553K0.1%N/A0.010%
4/11/2024 Salem Investment Counselors Inc.55,529$1.77M0.1%-21.6%0.033%
4/11/2024 International Assets Investment Management LLC24,859$786K0.0%-6.9%0.015%
4/11/2024 CHURCHILL MANAGEMENT Corp276,466$8.83M0.1%N/A0.163%
4/9/2024 Alaska Permanent Fund Corp98,066$3.13M0.0%-2.1%0.058%
4/9/2024 Mather Group LLC.1,334$43K0.0%N/A0.001%
4/5/2024 CWM LLC9,195$294K0.0%+43.5%0.005%
4/3/2024 Arden Trust Co16,336$522K0.1%+11.2%0.010%
3/26/2024HighPoint Advisor Group LLC7,578$226K0.0%N/A0.004%
3/25/2024Quadrature Capital Ltd70,356$1.90M0.0%N/A0.041%
3/22/2024PNC Financial Services Group Inc.162,583$4.39M0.0%-14.7%0.096%
3/11/2024Vanguard Group Inc.21,688,670$584.94M0.0%+5.3%12.783%
3/1/2024 Transcendent Capital Group LLC1,298$35K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.2,570,776$69.33M0.0%-16.5%1.515%
2/28/2024Abel Hall LLC11,400$307K0.3%N/A0.007%
2/22/2024Dodge & Cox8,700$235K0.0%-99.8%0.005%
2/20/2024Birmingham Capital Management Co. Inc. AL31,600$852K0.3%-16.0%0.019%
2/16/2024GSA Capital Partners LLP105,777$2.85M0.2%+1,032.2%0.062%
2/15/2024Oracle Alpha Inc.15,744$425K0.6%N/A0.009%
2/14/2024Advanced Portfolio Management LLC18,956$511K0.5%N/A0.011%
2/14/2024Quadrature Capital Ltd70,356$1.90M0.0%N/A0.041%
2/14/2024Seven Eight Capital LP27,325$737K0.1%+52.1%0.016%
2/14/2024Waterloo Capital L.P.70,546$1.90M0.3%N/A0.042%
2/13/2024Holderness Investments Co.13,934$376K0.1%+19.7%0.008%
2/13/2024CIBC Asset Management Inc79,130$2.13M0.0%+82.5%0.047%
2/13/2024FinTrust Capital Advisors LLC1,398$38K0.0%N/A0.001%
2/12/2024Crestline Management LP105,000$2.83M0.2%+75.0%0.062%
2/12/2024Brown Brothers Harriman & Co.1,000$27K0.0%N/A0.001%
2/12/2024Relative Value Partners Group LLC16,865$455K0.0%-14.8%0.010%
2/12/2024Treasurer of the State of North Carolina74,947$2.02M0.0%+1.0%0.044%
2/12/2024TD Asset Management Inc99,800$2.69M0.0%N/A0.059%
2/12/2024Steward Partners Investment Advisory LLC8,212$221K0.0%+26.6%0.005%
2/12/2024United Services Automobile Association11,935$322K0.0%+11.6%0.007%
2/12/2024Hilltop Holdings Inc.8,712$235K0.0%-6.2%0.005%
2/12/2024 Cantor Fitzgerald Investment Advisors L.P.83,917$2.26M0.2%N/A0.049%
2/9/2024Intech Investment Management LLC10,264$277K0.0%-38.3%0.006%
2/9/2024 Congress Wealth Management LLC DE 7,518$203K0.0%N/A0.004%
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2/9/2024Advisory Services Network LLC31,954$862K0.0%-4.0%0.019%
2/9/2024Oxford Asset Management LLP12,353$333K0.6%N/A0.007%
2/9/2024US Bancorp DE69,596$1.88M0.0%+43.0%0.041%
2/9/2024 Cambridge Investment Research Advisors Inc.75,664$2.04M0.0%+6.7%0.045%
2/9/2024 Oak Harbor Wealth Partners LLC222,516$6.00M2.0%+1.3%0.131%
2/9/2024BlackDiamond Wealth Management LLC18,418$490K0.4%-8.9%0.011%
2/9/2024EverSource Wealth Advisors LLC1,393$38K0.0%-22.0%0.001%
2/9/2024Aigen Investment Management LP15,491$418K0.1%N/A0.009%
2/9/2024Franklin Resources Inc.85,916$2.32M0.0%-3.9%0.051%
2/9/2024Quest Partners LLC17,599$475K0.1%N/A0.010%
(Data available from 1/1/2016 forward)

LNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LNC shares?

During the previous two years, 591 institutional investors and hedge funds held shares of Lincoln National. The most heavily invested institutionals were BlackRock Inc. ($643.55M), Vanguard Group Inc. ($584.94M), State Street Corp ($365.54M), Lyrical Asset Management LP ($271.08M), APG Asset Management N.V. ($129.88M), Hsbc Holdings PLC ($105.70M), and Geode Capital Management LLC ($87.59M).Learn more on LNC's institutional investors.

What percentage of Lincoln National stock is owned by institutional investors?

72.81% of Lincoln National stock is owned by institutional investors. Learn more on LNC's institutional investor holdings.

Which institutional investors have been buying Lincoln National stock?

Of the 487 institutional investors that purchased Lincoln National stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hsbc Holdings PLC ($4.09M), Norges Bank ($2.00M), Principal Financial Group Inc. ($1.76M), AQR Capital Management LLC ($1.39M), Jacobs Levy Equity Management Inc. ($1.10M), Vanguard Group Inc. ($1.09M), and Prana Capital Management LP ($880.80K).

How much institutional buying is happening at Lincoln National?

Institutional investors have bought a total of 40,403,770 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Which Lincoln National major shareholders have been selling company stock?

Of the 313 institutional investors that sold Lincoln National stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($5.63M), Dodge & Cox ($4.27M), Barclays PLC ($2.46M), Caisse DE Depot ET Placement DU Quebec ($1.57M), Robeco Institutional Asset Management B.V. ($1.36M), FMR LLC ($930.02K), and Vanguard Group Inc. ($834.42K).

How much institutional selling is happening at Lincoln National?

Institutional investors have sold a total of 36,901,705 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


This page (NYSE:LNC) was last updated on 5/4/2024 by MarketBeat.com Staff

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