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Lincoln National (LNC) Institutional Ownership

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$40.88 +1.15 (+2.88%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$40.54 -0.34 (-0.82%)
As of 07/13/2026 07:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
72.81%
Number of
Institutional Buyers
(last 12 months)
385
Total
Institutional Inflows
(last 12 months)
$2.09B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$670.50M
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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
7/10/2026 Investors Research Corp9,182$325K0.1%-3.4%0.005%
7/10/2026 Handelsbanken Fonder AB52,500$1.86M0.0%+1.5%0.027%
7/10/2026 Wealthcare Advisory Partners LLC30,999$1.10M0.0%+1.5%0.016%
7/9/2026 Focus Financial Network Inc.7,643$270K0.0%+8.5%0.004%
7/8/2026 Brave Asset Management Inc.6,035$213K0.0%-30.9%0.003%
7/7/2026 180 Wealth Advisors LLC12,298$435K0.0%-7.1%0.006%
7/7/2026 CoreCap Advisors LLC1,853$66K0.0%+935.2%0.001%
7/1/2026 Eastern Bank1,865$66K0.0%+45.7%0.001%
6/18/2026Western Wealth Management LLC10,884$386K0.0%N/A0.006%
6/16/2026Empowered Funds LLC7,815$277K0.0%-5.3%0.004%
6/1/2026Concorde Asset Management LLC8,265$293K0.1%N/A0.004%
5/26/2026Summit Financial Wealth Advisors LLC5,792$206K0.0%+15.8%0.003%
5/19/2026Western Wealth Management LLC10,884$386K0.0%N/A0.006%
5/19/2026Bank of America Corp DE1,428,845$50.72M0.0%+4.7%0.747%
5/19/2026Kentucky Retirement Systems21,660$769K0.0%N/A0.011%
5/19/2026Arkadios Wealth Advisors32,658$1.16M0.0%-4.2%0.017%
5/18/2026Amundi41,545$1.48M0.0%-90.2%0.022%
5/18/2026California State Teachers Retirement System198,336$7.04M0.0%+23.6%0.104%
5/18/2026Empowered Funds LLC7,815$277K0.0%-5.3%0.004%
5/16/2026The Manufacturers Life Insurance Company 42,028$1.49M0.0%+9.0%0.022%
5/16/2026Quantinno Capital Management LP583,257$20.71M0.0%+223.2%0.305%
5/16/2026SummitTX Capital L.P.83,181$2.95M0.1%+49.1%0.044%
5/15/2026Weiss Asset Management LP7,455$265K0.0%-35.8%0.004%
5/15/2026Entropy Technologies LP56,675$2.01M0.1%N/A0.030%
5/14/2026Hilltop Holdings Inc.8,013$284K0.0%-7.3%0.004%
5/14/2026Public Employees Retirement System of Ohio53,692$1.91M0.0%-2.8%0.028%
5/14/2026Arrowstreet Capital Limited Partnership683,040$24.25M0.0%+509.0%0.357%
5/14/2026Caxton Associates LLP42,696$1.52M0.0%+4.6%0.022%
5/14/2026Sei Investments Co.522,832$18.56M0.0%+9.5%0.273%
5/14/2026Lido Advisors LLC5,695$202K0.0%N/A0.003%
5/14/2026State of Wyoming12,234$434K0.1%N/A0.006%
5/13/2026Cetera Investment Advisers86,909$3.09M0.0%+15.9%0.045%
5/13/2026Measured Wealth Private Client Group LLC4,957$176K0.0%-76.1%0.003%
5/13/2026CI Investments Inc.151,350$5.37M0.0%-6.6%0.079%
5/13/2026First Trust Advisors LP2,128,355$75.56M0.1%-55.5%1.113%
5/8/2026PNC Financial Services Group Inc.129,876$4.61M0.0%-1.9%0.068%
5/7/2026Meeder Advisory Services Inc.6,531$232K0.0%-4.6%0.003%
5/7/2026Dimensional Fund Advisors LP7,755,506$275.30M0.1%+24.4%4.056%
5/7/2026Parallel Advisors LLC3,669$130K0.0%+33.1%0.002%
5/7/2026Swiss National Bank338,200$12.01M0.0%+0.5%0.177%
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5/6/2026Jennison Associates LLC3,823,152$135.72M0.1%+3.9%1.999%
5/6/2026Bartlett & CO. Wealth Management LLC3,000$111K0.0%-25.0%0.002%
5/6/2026Assetmark Inc.6,088$216K0.0%+19.4%0.003%
5/6/2026Bessemer Group Inc.203,973$7.24M0.0%+25.4%0.107%
5/6/2026Allspring Global Investments Holdings LLC542,220$19.11M0.0%+3.4%0.284%
5/5/2026D.A. Davidson & CO.20,021$711K0.0%-3.7%0.010%
5/5/2026Bank of New York Mellon Corp1,778,894$63.15M0.0%-1.1%0.930%
5/5/2026Illinois Municipal Retirement Fund236,312$8.39M0.1%+14.7%0.124%
5/5/2026Sanctuary Advisors LLC26,071$926K0.0%-17.7%0.014%
5/5/2026Sigma Planning Corp19,446$690K0.0%-5.0%0.010%
5/5/2026Mill Capital Management LLC8,222$292K0.0%-19.7%0.004%
5/4/2026Calamos Wealth Management LLC7,872$279K0.0%N/A0.004%
5/4/2026Calamos Advisors LLC7,872$279K0.0%N/A0.004%
5/4/2026Archer Investment Corp4,200$149K0.0%+2,558.2%0.002%
5/4/2026Principal Financial Group Inc.2,280,576$80.96M0.0%-1.4%1.193%
5/4/2026Chicago Partners Investment Group LLC5,987$221K0.0%N/A0.003%
5/4/2026Teachers Retirement System of The State of Kentucky42,126$1.50M0.0%-0.9%0.022%
5/2/2026International Assets Investment Management LLC23,132$815K0.0%+2.8%0.012%
5/2/2026Diversify Wealth Management LLC24,180$894K0.0%N/A0.013%
5/1/2026Fifth Third Bancorp103,301$3.67M0.0%+291.9%0.054%
5/1/2026Sequoia Financial Advisors LLC6,768$240K0.0%-33.2%0.004%
4/30/2026Hsbc Holdings PLC1,499,854$53.16M0.0%+10.2%0.784%
4/30/2026Range Financial Group LLC36,175$1.28M0.4%+3.9%0.019%
4/30/2026Kestra Advisory Services LLC63,254$2.25M0.0%+32.8%0.033%
4/30/2026Greenwood Capital Associates LLC26,393$937K0.1%-31.3%0.014%
4/29/2026Burney Co.6,761$240K0.0%+13.9%0.004%
4/29/2026Integrated Advisors Network LLC8,677$308K0.0%+3.3%0.005%
4/28/2026Parrish Capital LLC35,621$1.27M1.1%+6.3%0.019%
4/28/2026NBT Bank N A NY968$34K0.0%+2,051.1%0.001%
4/28/2026Praxis Investment Management Inc.7,044$250K0.0%+9.9%0.004%
4/28/2026Wealthstar Advisors LLC33,317$1.18M0.6%N/A0.017%
4/27/2026HB Wealth Management LLC24,982$887K0.0%+7.6%0.013%
4/27/2026New York State Teachers Retirement System191,669$6.80M0.0%-2.8%0.100%
4/27/2026Private Advisor Group LLC59,933$2.13M0.0%+8.5%0.031%
4/27/2026Sound Income Strategies LLC4,237$149K0.0%-36.6%0.002%
4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.117,408$4.17M0.1%+10.3%0.061%
4/25/2026Keybank National Association OH23,486$834K0.0%+7.0%0.012%
4/24/2026Trust Investment Advisors35,754$1.27M0.7%-12.2%0.019%
4/23/2026SJS Investment Consulting Inc.1,465$52K0.0%+6,269.6%0.001%
4/22/2026Patriot Financial Group Insurance Agency LLC39,588$1.41M0.1%+130.6%0.021%
4/22/2026Janney Montgomery Scott LLC299,412$10.63M0.0%+45.8%0.157%
4/22/2026Nicholas Wealth LLC.29,091$1.03M0.7%+11.2%0.015%
4/22/2026Pictet Asset Management Holding SA27,579$979K0.0%+7.8%0.014%
4/22/2026Sterling Capital Management LLC57,418$2.04M0.0%-4.6%0.030%
4/21/2026Urban Wealth Management LLC7,565$269K0.3%+23.1%0.004%
4/21/2026Louisiana State Employees Retirement System75,000$2.66M0.0%N/A0.039%
4/21/2026 Contravisory Investment Management Inc.2,852$101K0.0%-82.0%0.001%
4/20/2026Fifth Third Wealth Advisors LLC5,964$212K0.0%+5.3%0.003%
4/20/2026 Assenagon Asset Management S.A.10,891$387K0.0%N/A0.006%
4/16/2026SG Americas Securities LLC19,836$704K0.0%-47.1%0.010%
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4/16/2026Evolve Private Wealth LLC18,845$669K0.0%+270.4%0.010%
3/20/2026Hsbc Holdings PLC1,360,587$60.50M0.0%+10.9%0.716%
3/17/2026Rockefeller Capital Management L.P.6,181$275K0.0%+66.0%0.003%
3/9/2026Corient Private Wealth LLC47,545$2.12M0.0%+17.3%0.025%
3/9/2026EMC Capital Management3,456$154K0.1%-15.0%0.002%
3/6/2026Hsbc Holdings PLC1,360,587$60.50M0.0%+10.9%0.716%
3/3/2026Caitong International Asset Management Co. Ltd4,101$183K0.0%N/A0.002%
2/20/2026Kovitz Investment Group Partners LLC49,233$2.19M0.0%-39.8%0.026%
2/19/2026Invesco Ltd.1,381,058$61.50M0.0%-2.8%0.727%
2/19/2026Corient Private Wealth LLC89,832$4M0.0%+121.6%0.047%


LNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 609 institutional investors and hedge funds held shares of Lincoln National. The most heavily invested institutionals were Vanguard Group Inc. ($879.07M), Bain Capital Prairie LLC ($835.36M), Dimensional Fund Advisors LP ($275.30M), State Street Corp ($262.54M), Massachusetts Financial Services Co. MA ($262.19M), Price T Rowe Associates Inc. MD ($231.93M), and Morgan Stanley ($180.92M).Learn more on Lincoln National's institutional investors.

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

Of the 534 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: Bain Capital Prairie LLC ($18.76M), Norges Bank ($7.22M), Massachusetts Financial Services Co. MA ($5.96M), Dimensional Fund Advisors LP ($3.80M), Jennison Associates LLC ($2.77M), AQR Capital Management LLC ($2.04M), and Hennessy Advisors Inc. ($1.71M).

Institutional investors have bought a total of 50,476,738 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

Of the 228 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: First Trust Advisors LP ($2.75M), AQR Capital Management LLC ($1.22M), Barclays PLC ($1.17M), Arrowstreet Capital Limited Partnership ($1.12M), Algebris UK Ltd. ($925.37K), Alyeska Investment Group L.P. ($874.67K), and SG Americas Securities LLC ($651.05K).

Institutional investors have sold a total of 17,049,485 shares in the last 24 months. This volume of shares sold represents approximately $670.53M in transactions.



This page (NYSE:LNC) was last updated on 7/14/2026 by MarketBeat.com Staff.
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