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Lincoln National (LNC) Institutional Ownership

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$33.11 +1.14 (+3.57%)
Closing price 05/2/2025 03:59 PM Eastern
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$33.11 0.00 (0.00%)
As of 05/2/2025 07:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for Lincoln National (NYSE:LNC)

Current
Institutional Ownership
Percentage
72.81%
Number of
Institutional Buyers
(last 12 months)
294
Total
Institutional Inflows
(last 12 months)
$949.48M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$415.11M
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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
5/2/2025 Carson Advisory Inc.8,000$287K0.2%-8.0%0.005%
5/2/2025 Forum Financial Management LP6,211$223K0.0%N/A0.004%
5/2/2025 Easterly Investment Partners LLC586,941$21.08M1.8%-8.5%0.344%
5/2/2025 Welch & Forbes LLC6,000$215K0.0%N/A0.004%
5/2/2025 Victory Capital Management Inc.861,793$30.95M0.0%+5.0%0.505%
5/2/2025 Massachusetts Financial Services Co. MA4,854,788$174.34M0.1%+2.1%2.844%
5/2/2025 Edgestream Partners L.P.132,693$4.77M0.2%N/A0.078%
5/1/2025 CWM LLC17,426$626K0.0%+8.2%0.010%
5/1/2025 Louisiana State Employees Retirement System80,200$2.88M0.1%-2.6%0.047%
5/1/2025 New York State Common Retirement Fund100,618$3.61M0.0%+11.7%0.059%
5/1/2025 Mutual of America Capital Management LLC24,806$891K0.0%-3.9%0.015%
5/1/2025 Arizona State Retirement System48,862$1.76M0.0%-1.1%0.029%
5/1/2025 Xponance Inc.8,571$308K0.0%+7.5%0.005%
4/30/2025 Cerity Partners LLC53,540$1.92M0.0%+10.0%0.031%
4/30/2025 DMC Group LLC25,749$925K0.8%+47.1%0.015%
4/30/2025 Alps Advisors Inc.9,700$348K0.0%N/A0.006%
4/30/2025 Allworth Financial LP5,784$208K0.0%+12.9%0.003%
4/30/2025 Leavell Investment Management Inc.7,685$276K0.0%-15.1%0.005%
4/30/2025 Nisa Investment Advisors LLC53,893$1.94M0.0%-16.6%0.032%
4/30/2025 M&T Bank Corp7,644$274K0.0%-6.7%0.004%
4/30/2025 Stratos Wealth Partners LTD.28,640$1.03M0.0%-11.7%0.017%
4/30/2025 Jessup Wealth Management Inc154,018$5.53M2.3%N/A0.090%
4/29/2025 Envestnet Asset Management Inc.116,594$4.19M0.0%+17.9%0.068%
4/29/2025 Hexagon Capital Partners LLC2,563$92K0.0%-26.7%0.002%
4/29/2025 Bank of New York Mellon Corp2,034,104$73.05M0.0%-2.6%1.192%
4/29/2025 Strategic Blueprint LLC9,968$358K0.0%+11.6%0.006%
4/29/2025 Huntleigh Advisors Inc.39,604$1.42M0.3%+148.0%0.023%
4/29/2025 Conning Inc.19,329$694K0.0%N/A0.011%
4/28/2025 Principal Financial Group Inc.3,016,414$108.32M0.1%-4.1%1.767%
4/28/2025 Oregon Public Employees Retirement Fund39,051$1.40M0.0%-2.6%0.023%
4/28/2025 Teacher Retirement System of Texas59,164$2.13M0.0%+43.9%0.035%
4/28/2025 Rossby Financial LCC1,849$66K0.0%N/A0.001%
4/28/2025 DAVENPORT & Co LLC28,204$1.01M0.0%+3.3%0.017%
4/25/2025 CHURCHILL MANAGEMENT Corp296,232$10.64M0.1%+3.5%0.174%
4/25/2025 Smith Salley Wealth Management7,469$268K0.0%N/A0.004%
4/25/2025 Altus Wealth Group LLC17,122$615K0.3%+25.8%0.010%
4/25/2025 New York State Teachers Retirement System219,888$7.90M0.0%-1.8%0.129%
4/25/2025 Amalgamated Bank51,447$1.85M0.0%-3.3%0.030%
4/25/2025 KBC Group NV7,017$252K0.0%-91.8%0.004%
4/24/2025 Allspring Global Investments Holdings LLC204,010$7.35M0.0%+34.1%0.120%
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4/24/2025 TCV Trust & Wealth Management Inc.6,890$247K0.0%N/A0.004%
4/24/2025 Jaffetilchin Investment Partners LLC73,137$2.63M0.2%-23.7%0.043%
4/24/2025 Illinois Municipal Retirement Fund160,982$5.78M0.1%-1.9%0.094%
4/23/2025 Sequoia Financial Advisors LLC6,458$232K0.0%N/A0.004%
4/23/2025 Robeco Institutional Asset Management B.V.154,365$5.54M0.0%-8.4%0.090%
4/23/2025 Bessemer Group Inc.47,388$1.70M0.0%-58.0%0.028%
4/23/2025 Daymark Wealth Partners LLC150,201$5.39M0.2%+1,370.7%0.088%
4/23/2025 Lecap Asset Management Ltd.29,589$1.06M0.2%+7.5%0.017%
4/23/2025 International Assets Investment Management LLC48,356$1.74M0.0%+14.7%0.028%
4/23/2025 Oppenheimer & Co. Inc.24,445$878K0.0%+38.3%0.014%
4/22/2025 Cambridge Investment Research Advisors Inc.95,085$3.42M0.0%-31.8%0.056%
4/22/2025 Guyasuta Investment Advisors Inc.9,500$341K0.0%-36.7%0.006%
4/22/2025 Innealta Capital LLC8,631$310K0.2%N/A0.005%
4/22/2025 PFG Investments LLC8,887$319K0.0%+21.0%0.005%
4/22/2025 Cantor Fitzgerald Investment Advisors L.P.60,227$2.16M0.2%-29.8%0.035%
4/21/2025 HFG Advisors Inc.24,226$870K0.7%+189.8%0.014%
4/21/2025 State of Alaska Department of Revenue94,386$3.39M0.0%-2.5%0.055%
4/18/2025 Cornerstone Wealth Management LLC27,608$991K0.1%-8.3%0.016%
4/17/2025 Kercheville Advisors LLC6,000$215K0.1%N/A0.004%
4/17/2025 Sentry LLC6,300$226K0.0%N/A0.004%
4/17/2025 Janney Montgomery Scott LLC184,957$6.64M0.0%+22.2%0.109%
4/17/2025 Exchange Traded Concepts LLC76,622$2.75M0.0%+3.0%0.045%
4/16/2025 Hennessy Advisors Inc.1,556,700$55.90M1.9%-8.9%0.914%
4/16/2025 Wealth Enhancement Advisory Services LLC31,437$1.13M0.0%+6.0%0.018%
4/16/2025 New Century Financial Group LLC11,130$400K0.5%-74.2%0.007%
4/15/2025 Greenwood Capital Associates LLC39,450$1.42M0.2%+5.1%0.023%
4/15/2025 Assenagon Asset Management S.A.673,095$24.17M0.0%+141.2%0.395%
4/15/2025 Integrated Advisors Network LLC8,149$293K0.0%N/A0.005%
4/15/2025 SG Americas Securities LLC661,972$23.77M0.1%+1,818.4%0.388%
4/15/2025 GAMMA Investing LLC8,838$317K0.0%+32.0%0.005%
4/15/2025 Wealthcare Advisory Partners LLC26,902$966K0.0%-8.6%0.016%
4/14/2025 Yousif Capital Management LLC68,323$2.45M0.0%-2.2%0.040%
4/14/2025 Farther Finance Advisors LLC10,816$389K0.0%-19.4%0.006%
4/14/2025 Daymark Wealth Partners LLC150,201$5.39M0.2%+1,370.7%0.088%
4/14/2025 Range Financial Group LLC35,410$1.27M0.6%+4.4%0.021%
4/14/2025 Patriot Financial Group Insurance Agency LLC18,912$679K0.1%-1.9%0.011%
4/14/2025 Wedmont Private Capital10,438$375K0.0%+11.0%0.006%
4/11/2025 Intellectus Partners LLC14,209$510K0.1%-5.1%0.008%
4/11/2025 Vest Financial LLC316,870$11.38M0.2%N/A0.186%
4/10/2025 Naples Global Advisors LLC60,702$2.18M0.2%-2.6%0.036%
4/10/2025 Brave Asset Management Inc.8,336$299K0.1%-5.7%0.005%
4/9/2025 NBC Securities Inc.919$33K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers406,331$14.59M0.0%-2.7%0.238%
4/8/2025 Fifth Third Wealth Advisors LLC5,884$211K0.0%N/A0.003%
4/7/2025 GAMMA Investing LLC317,373$11.40M0.0%+4,639.7%0.186%
4/3/2025 Versant Capital Management Inc2,957$106K0.0%+40.5%0.002%
4/2/2025 RK Asset Management LLC93,366$3.35M3.1%-6.7%0.055%
3/18/2025California State Teachers Retirement System159,233$5.05M0.0%-3.0%0.093%
3/6/2025 Wood Tarver Financial Group LLC6,758$214K0.1%N/A0.004%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH96,000$3.04M0.0%N/A0.056%
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2/27/2025Jefferies Financial Group Inc.152,727$4.84M0.0%+594.2%0.090%
2/20/2025Mackenzie Financial Corp37,888$1.20M0.0%+204.0%0.022%
2/19/2025Public Employees Retirement System of Ohio62,365$1.98M0.0%-6.3%0.037%
2/18/2025 Western Wealth Management LLC9,033$286K0.1%N/A0.005%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC593,901$18.83M0.0%+10.1%0.349%
2/17/2025Voloridge Investment Management LLC1,118,235$35.46M0.1%+4.6%0.656%
2/17/2025iSAM Funds UK Ltd24,467$776K0.6%+105.2%0.014%
2/17/2025Waters Parkerson & CO. LLC88,105$2.79M0.1%-27.4%0.052%
2/17/2025Twinbeech Capital LP372,759$11.82M0.2%+51.4%0.219%
2/17/2025Two Sigma Advisers LP2,080,200$65.96M0.2%-11.7%1.221%
(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, 563 institutional investors and hedge funds held shares of Lincoln National. The most heavily invested institutionals were Vanguard Group Inc. ($606.35M), State Street Corp ($196.24M), Massachusetts Financial Services Co. MA ($174.34M), Principal Financial Group Inc. ($108.32M), Dimensional Fund Advisors LP ($91.21M), Geode Capital Management LLC ($88.23M), and LSV Asset Management ($77.70M).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 465 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: Massachusetts Financial Services Co. MA ($4.86M), Norges Bank ($4.43M), Hsbc Holdings PLC ($4.09M), Principal Financial Group Inc. ($3.35M), Hennessy Advisors Inc. ($1.71M), International Assets Investment Management LLC ($1.68M), and Assenagon Asset Management S.A. ($1.49M).

How much institutional buying is happening at Lincoln National?

Institutional investors have bought a total of 54,224,164 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Which Lincoln National major shareholders have been selling company stock?

Of the 300 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. ($5.81M), Dodge & Cox ($4.27M), Barclays PLC ($2.48M), Jacobs Levy Equity Management Inc. ($1.58M), Vanguard Group Inc. ($1.26M), Hsbc Holdings PLC ($1.15M), and International Assets Investment Management LLC ($926.53K).

How much institutional selling is happening at Lincoln National?

Institutional investors have sold a total of 34,405,992 shares in the last 24 months. This volume of shares sold represents approximately $957.40M in transactions.



This page (NYSE:LNC) was last updated on 5/4/2025 by MarketBeat.com Staff
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