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Lincoln National (LNC) Institutional Ownership

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$34.83 +0.11 (+0.31%)
Closing price 03:59 PM Eastern
Extended Trading
$34.99 +0.17 (+0.49%)
As of 08:00 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)
321
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$401.21M
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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
7/25/2025NorthRock Partners LLC10,302$356K0.0%+9.6%0.006%
7/25/2025Sequoia Financial Advisors LLC7,272$252K0.0%+12.6%0.004%
7/25/2025Vest Financial LLC353,362$12.23M0.2%+11.5%0.207%
7/25/2025Yousif Capital Management LLC69,080$2.39M0.0%+1.1%0.040%
7/25/2025Allspring Global Investments Holdings LLC156,512$5.46M0.0%-23.3%0.092%
7/25/2025CWM LLC13,252$459K0.0%-24.0%0.008%
7/25/2025Vanguard Personalized Indexing Management LLC43,286$1.50M0.0%+3.2%0.025%
7/25/2025Concurrent Investment Advisors LLC18,089$626K0.0%+39.1%0.011%
7/25/2025Johnson Investment Counsel Inc.11,908$412K0.0%+9.2%0.007%
7/24/2025 Allen Wealth Management LLC59,594$2.06M1.4%+0.8%0.035%
7/24/2025 Cyndeo Wealth Partners LLC221,618$7.67M0.5%N/A0.130%
7/24/2025 IFP Advisors Inc2,805$97K0.0%-40.9%0.002%
7/24/2025 Blair William & Co. IL8,961$310K0.0%-25.2%0.005%
7/24/2025 US Bancorp DE40,109$1.39M0.0%-3.4%0.023%
7/23/2025 Maryland State Retirement & Pension System58,127$2.01M0.0%+1.2%0.034%
7/23/2025 Louisiana State Employees Retirement System79,800$2.76M0.1%-0.5%0.047%
7/23/2025 Friedenthal Financial1,210$42K0.0%N/A0.001%
7/23/2025 DMC Group LLC27,121$938K0.7%+5.3%0.016%
7/23/2025 KLP Kapitalforvaltning AS35,300$1.22M0.0%+5.1%0.021%
7/23/2025 Prime Capital Investment Advisors LLC9,516$329K0.0%+32.6%0.006%
7/22/2025 DAVENPORT & Co LLC34,276$1.19M0.0%+21.5%0.020%
7/22/2025 OLD National Bancorp IN7,536$261K0.0%-7.7%0.004%
7/22/2025 Wealthcare Advisory Partners LLC30,041$1.04M0.0%+11.7%0.018%
7/22/2025 Berger Financial Group Inc29,283$1.01M0.1%+302.1%0.017%
7/21/2025 Hennessy Advisors Inc.1,402,000$48.51M1.6%-9.9%0.821%
7/21/2025 New Century Financial Group LLC43,679$1.51M1.8%+292.4%0.026%
7/21/2025 Ameritas Advisory Services LLC850$29K0.0%N/A0.000%
7/21/2025 Greenwood Capital Associates LLC38,595$1.34M0.2%-2.2%0.023%
7/21/2025 Patriot Financial Group Insurance Agency LLC18,155$628K0.1%-4.0%0.011%
7/18/2025 CHURCHILL MANAGEMENT Corp300,271$10.39M0.1%+1.4%0.176%
7/18/2025 Naples Global Advisors LLC63,678$2.20M0.2%+4.9%0.037%
7/18/2025 Robeco Institutional Asset Management B.V.162,643$5.63M0.0%+5.4%0.095%
7/18/2025 Loudon Investment Management LLC139,564$4.83M2.7%+3.7%0.082%
7/18/2025 PFG Investments LLC6,054$209K0.0%-31.9%0.004%
7/18/2025 Truist Financial Corp172,888$5.98M0.0%+4.1%0.101%
7/18/2025 Westhampton Capital LLC9,390$325K0.2%N/A0.006%
7/17/2025 HB Wealth Management LLC20,990$726K0.0%-6.0%0.012%
7/17/2025 Janney Montgomery Scott LLC251,563$8.70M0.0%+36.0%0.147%
7/17/2025 Sound Income Strategies LLC6,701$232K0.0%+1,188.7%0.004%
7/17/2025 Guyasuta Investment Advisors Inc.30,000$1.04M0.1%+215.8%0.018%
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7/17/2025 Sage Rhino Capital LLC8,224$285K0.1%+4.8%0.005%
7/16/2025 Paragon Capital Management Ltd6,316$219K0.0%-33.7%0.004%
7/16/2025 State of Alaska Department of Revenue101,739$3.52M0.0%+7.8%0.060%
7/16/2025 BOS Asset Management LLC12,415$430K0.1%+17.8%0.007%
7/16/2025 CX Institutional1,685$58K0.0%+354.2%0.001%
7/16/2025 Register Financial Advisors LLC33,846$1.17M0.5%+64.8%0.020%
7/15/2025 Public Employees Retirement System of Ohio56,821$1.97M0.0%+0.9%0.033%
7/15/2025 Fifth Third Bancorp23,468$812K0.0%-2.0%0.014%
7/14/2025 Counterpoint Mutual Funds LLC12,140$420K0.0%N/A0.007%
7/14/2025 Oliver Luxxe Assets LLC39,840$1.38M0.2%+1.5%0.023%
7/14/2025 GAMMA Investing LLC7,817$270K0.0%-11.6%0.005%
7/11/2025 CX Institutional1,685$58K0.0%+354.2%0.001%
7/10/2025 Exchange Traded Concepts LLC75,304$2.61M0.0%-1.7%0.044%
7/10/2025 Wealth Enhancement Advisory Services LLC30,735$1.07M0.0%-2.2%0.018%
7/10/2025 Wedmont Private Capital10,749$370K0.0%+3.0%0.006%
7/10/2025 Focus Financial Network Inc.7,521$260K0.0%N/A0.004%
7/9/2025 Pallas Capital Advisors LLC7,802$270K0.0%-21.7%0.005%
7/9/2025 GSG Advisors LLC9,066$314K0.1%-39.7%0.005%
7/8/2025 Range Financial Group LLC37,100$1.28M0.5%+4.8%0.022%
6/18/2025Voya Investment Management LLC120,743$4.34M0.0%+17.9%0.071%
5/28/2025Strs Ohio52,922$1.90M0.0%N/A0.031%
5/27/2025Advisors Capital Management LLC541,592$19.45M0.3%+2.0%0.317%
5/20/2025Focus Partners Wealth19,530$701K0.0%+39.1%0.011%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC623,322$22.38M0.0%+5.0%0.365%
5/16/2025Woodline Partners LP166,041$5.96M0.0%N/A0.097%
5/16/2025Empowered Funds LLC59,115$2.12M0.0%+316.9%0.035%
5/16/2025Great Lakes Advisors LLC11,966$430K0.0%+77.1%0.007%
5/16/2025Caxton Associates LLP84,711$3.04M0.1%N/A0.050%
5/16/2025Sciencast Management LP22,517$809K0.2%-68.3%0.013%
5/16/2025Kestra Investment Management LLC8,105$291K0.0%-31.0%0.005%
5/16/2025Dynamic Technology Lab Private Ltd23,250$835K0.1%N/A0.014%
5/16/2025Teza Capital Management LLC10,014$360K0.2%+30.5%0.006%
5/16/2025Scientech Research LLC22,018$791K0.2%N/A0.013%
5/16/2025Parallax Volatility Advisers L.P.24,553$882K0.0%-49.4%0.014%
5/16/2025Petrus Trust Company LTA16,124$579K0.1%+12.8%0.009%
5/16/2025NewEdge Advisors LLC42,220$1.52M0.0%-5.8%0.025%
5/16/2025Millennium Management LLC1,176,613$42.25M0.0%+206.6%0.689%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.71,981$2.59M0.0%+30.9%0.042%
5/16/2025AQR Capital Management LLC2,041,928$72.04M0.1%+84.5%1.196%
5/16/2025Amundi70,340$2.35M0.0%-41.0%0.041%
5/15/2025EP Wealth Advisors LLC12,093$434K0.0%+14.7%0.007%
5/15/2025Focus Partners Advisor Solutions LLC6,707$241K0.0%N/A0.004%
5/15/2025Royal Bank of Canada395,077$14.19M0.0%-0.1%0.231%
5/15/2025MAI Capital Management2,301$83K0.0%+18.1%0.001%
5/15/2025Baird Financial Group Inc.6,714$241K0.0%N/A0.004%
5/15/2025Canada Pension Plan Investment Board55,600$2.00M0.0%-71.6%0.033%
5/15/2025State of Wyoming11,630$418K0.1%+2.7%0.007%
5/15/2025Trexquant Investment LP63,676$2.29M0.0%N/A0.037%
5/14/2025Ieq Capital LLC41,122$1.48M0.0%+524.2%0.024%
5/14/2025Corebridge Financial Inc.6,644$239K0.0%-7.6%0.004%
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5/14/2025Comerica Bank102,973$3.70M0.0%-1.8%0.060%
5/14/2025 Oliver Luxxe Assets LLC39,233$1.41M0.3%N/A0.023%
5/14/2025Jump Financial LLC142,185$5.11M0.1%-10.1%0.083%
5/14/2025Hotchkis & Wiley Capital Management LLC198,480$7.13M0.0%-5.8%0.116%
5/14/2025Northwestern Mutual Wealth Management Co.43,975$1.58M0.0%+6.8%0.026%
5/14/2025AlphaQuest LLC42,053$1.51M0.2%+92.6%0.025%
5/14/2025Kestra Advisory Services LLC50,625$1.82M0.0%-17.1%0.030%
5/14/2025Hsbc Holdings PLC2,080,461$74.23M0.0%-6.7%1.219%
5/14/2025 GSG Advisors LLC15,036$496K0.2%N/A0.009%
5/14/2025Quantbot Technologies LP219,376$7.88M0.3%+9.7%0.129%
(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, 573 institutional investors and hedge funds held shares of Lincoln National. The most heavily invested institutionals were Vanguard Group Inc. ($676.95M), State Street Corp ($196.24M), Massachusetts Financial Services Co. MA ($174.34M), Dimensional Fund Advisors LP ($110.75M), Principal Financial Group Inc. ($108.32M), Northern Trust Corp ($92.16M), and Geode Capital Management LLC ($88.23M).Learn more on Lincoln National's institutional investors.

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

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

Which institutional investors have been buying Lincoln National's stock?

Of the 477 institutional investors that purchased Lincoln National's 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. ($2.57M), AQR Capital Management LLC ($1.93M), Hennessy Advisors Inc. ($1.71M), and International Assets Investment Management LLC ($1.66M).

How much institutional buying is happening at Lincoln National?

Institutional investors have bought a total of 30,934,431 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which of Lincoln National's major shareholders have been selling company stock?

Of the 222 institutional investors that sold Lincoln National's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($1.04M), International Assets Investment Management LLC ($924.22K), Marshall Wace LLP ($850.22K), Vanguard Group Inc. ($693.87K), Geode Capital Management LLC ($591.93K), Two Sigma Investments LP ($455.54K), and Jupiter Asset Management Ltd. ($410.59K).

How much institutional selling is happening at Lincoln National?

Institutional investors have sold a total of 12,343,918 shares in the last 24 months. This volume of shares sold represents approximately $401.21M in transactions.



This page (NYSE:LNC) was last updated on 7/25/2025 by MarketBeat.com Staff
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