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Lincoln National (LNC) Institutional Ownership

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$33.36 -1.54 (-4.41%)
As of 11:58 AM Eastern

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)
230
Total
Institutional Outflows
(last 12 months)
$670.73M
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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
6/1/2026 Concorde Asset Management LLC8,265$293K0.1%N/A0.004%
5/26/2026 Summit Financial Wealth Advisors LLC5,792$206K0.0%+15.8%0.003%
5/19/2026 Western Wealth Management LLC10,884$386K0.0%N/A0.006%
5/19/2026 Bank of America Corp DE1,428,845$50.72M0.0%+4.7%0.747%
5/19/2026 Kentucky Retirement Systems21,660$769K0.0%N/A0.011%
5/19/2026 Arkadios Wealth Advisors32,658$1.16M0.0%-4.2%0.017%
5/18/2026 Amundi41,545$1.48M0.0%-90.2%0.022%
5/18/2026 California State Teachers Retirement System198,336$7.04M0.0%+23.6%0.104%
5/18/2026 Empowered Funds LLC7,815$277K0.0%-5.3%0.004%
5/16/2026 The Manufacturers Life Insurance Company 42,028$1.49M0.0%+9.0%0.022%
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5/16/2026 Quantinno Capital Management LP583,257$20.71M0.0%+223.2%0.305%
5/16/2026 SummitTX Capital L.P.83,181$2.95M0.1%+49.1%0.044%
5/15/2026 Weiss Asset Management LP7,455$265K0.0%-35.8%0.004%
5/15/2026 Entropy Technologies LP56,675$2.01M0.1%N/A0.030%
5/14/2026 Hilltop Holdings Inc.8,013$284K0.0%-7.3%0.004%
5/14/2026 Public Employees Retirement System of Ohio53,692$1.91M0.0%-2.8%0.028%
5/14/2026 Arrowstreet Capital Limited Partnership683,040$24.25M0.0%+509.0%0.357%
5/14/2026 Caxton Associates LLP42,696$1.52M0.0%+4.6%0.022%
5/14/2026 Sei Investments Co.522,832$18.56M0.0%+9.5%0.273%
5/14/2026 Lido Advisors LLC5,695$202K0.0%N/A0.003%
5/14/2026 State of Wyoming12,234$434K0.1%N/A0.006%
5/13/2026 Cetera Investment Advisers86,909$3.09M0.0%+15.9%0.045%
5/13/2026 Measured Wealth Private Client Group LLC4,957$176K0.0%-76.1%0.003%
5/13/2026 CI Investments Inc.151,350$5.37M0.0%-6.6%0.079%
5/13/2026 First Trust Advisors LP2,128,355$75.56M0.1%-55.5%1.113%
5/8/2026 PNC Financial Services Group Inc.129,876$4.61M0.0%-1.9%0.068%
5/7/2026 Meeder Advisory Services Inc.6,531$232K0.0%-4.6%0.003%
5/7/2026 Dimensional Fund Advisors LP7,755,506$275.30M0.1%+24.4%4.056%
5/7/2026 Parallel Advisors LLC3,669$130K0.0%+33.1%0.002%
5/7/2026 Swiss National Bank338,200$12.01M0.0%+0.5%0.177%
5/6/2026 Jennison Associates LLC3,823,152$135.72M0.1%+3.9%1.999%
5/6/2026 Bartlett & CO. Wealth Management LLC3,000$111K0.0%-25.0%0.002%
5/6/2026 Assetmark Inc.6,088$216K0.0%+19.4%0.003%
5/6/2026 Bessemer Group Inc.203,973$7.24M0.0%+25.4%0.107%
5/6/2026 Allspring Global Investments Holdings LLC542,220$19.11M0.0%+3.4%0.284%
5/5/2026 D.A. Davidson & CO.20,021$711K0.0%-3.7%0.010%
5/5/2026 Bank of New York Mellon Corp1,778,894$63.15M0.0%-1.1%0.930%
5/5/2026 Illinois Municipal Retirement Fund236,312$8.39M0.1%+14.7%0.124%
5/5/2026 Sanctuary Advisors LLC26,071$926K0.0%-17.7%0.014%
5/5/2026 Sigma Planning Corp19,446$690K0.0%-5.0%0.010%
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5/5/2026 Mill Capital Management LLC8,222$292K0.0%-19.7%0.004%
5/4/2026 Calamos Wealth Management LLC7,872$279K0.0%N/A0.004%
5/4/2026 Calamos Advisors LLC7,872$279K0.0%N/A0.004%
5/4/2026 Archer Investment Corp4,200$149K0.0%+2,558.2%0.002%
5/4/2026 Principal Financial Group Inc.2,280,576$80.96M0.0%-1.4%1.193%
5/4/2026 Chicago Partners Investment Group LLC5,987$221K0.0%N/A0.003%
5/4/2026 Teachers Retirement System of The State of Kentucky42,126$1.50M0.0%-0.9%0.022%
5/2/2026 International Assets Investment Management LLC23,132$815K0.0%+2.8%0.012%
5/2/2026 Diversify Wealth Management LLC24,180$894K0.0%N/A0.013%
5/1/2026 Fifth Third Bancorp103,301$3.67M0.0%+291.9%0.054%
5/1/2026 Sequoia Financial Advisors LLC6,768$240K0.0%-33.2%0.004%
4/30/2026 Hsbc Holdings PLC1,499,854$53.16M0.0%+10.2%0.784%
4/30/2026 Range Financial Group LLC36,175$1.28M0.4%+3.9%0.019%
4/30/2026 Kestra Advisory Services LLC63,254$2.25M0.0%+32.8%0.033%
4/30/2026 Greenwood Capital Associates LLC26,393$937K0.1%-31.3%0.014%
4/29/2026 Burney Co.6,761$240K0.0%+13.9%0.004%
4/29/2026 Integrated Advisors Network LLC8,677$308K0.0%+3.3%0.005%
4/28/2026 Parrish Capital LLC35,621$1.27M1.1%+6.3%0.019%
4/28/2026 NBT Bank N A NY968$34K0.0%+2,051.1%0.001%
4/28/2026 Praxis Investment Management Inc.7,044$250K0.0%+9.9%0.004%
4/28/2026 Wealthstar Advisors LLC33,317$1.18M0.6%N/A0.017%
4/27/2026 HB Wealth Management LLC24,982$887K0.0%+7.6%0.013%
4/27/2026 New York State Teachers Retirement System191,669$6.80M0.0%-2.8%0.100%
4/27/2026 Private Advisor Group LLC59,933$2.13M0.0%+8.5%0.031%
4/27/2026 Sound Income Strategies LLC4,237$149K0.0%-36.6%0.002%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.117,408$4.17M0.1%+10.3%0.061%
4/25/2026 Keybank National Association OH23,486$834K0.0%+7.0%0.012%
4/24/2026 Trust Investment Advisors35,754$1.27M0.7%-12.2%0.019%
4/23/2026 SJS Investment Consulting Inc.1,465$52K0.0%+6,269.6%0.001%
4/22/2026 Patriot Financial Group Insurance Agency LLC39,588$1.41M0.1%+130.6%0.021%
4/22/2026 Janney Montgomery Scott LLC299,412$10.63M0.0%+45.8%0.157%
4/22/2026 Nicholas Wealth LLC.29,091$1.03M0.7%+11.2%0.015%
4/22/2026 Pictet Asset Management Holding SA27,579$979K0.0%+7.8%0.014%
4/22/2026 Sterling Capital Management LLC57,418$2.04M0.0%-4.6%0.030%
4/21/2026 Urban Wealth Management LLC7,565$269K0.3%+23.1%0.004%
4/21/2026 Louisiana 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%
4/20/2026 Fifth 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%
4/16/2026 SG Americas Securities LLC19,836$704K0.0%-47.1%0.010%
4/16/2026 Evolve Private Wealth LLC18,845$669K0.0%+270.4%0.010%
3/20/2026 Hsbc Holdings PLC1,360,587$60.50M0.0%+10.9%0.716%
3/17/2026 Rockefeller Capital Management L.P.6,181$275K0.0%+66.0%0.003%
3/9/2026 Corient Private Wealth LLC47,545$2.12M0.0%+17.3%0.025%
3/9/2026EMC Capital Management3,456$154K0.1%-15.0%0.002%
3/6/2026 Hsbc Holdings PLC1,360,587$60.50M0.0%+10.9%0.716%
3/3/2026 Caitong International Asset Management Co. Ltd4,101$183K0.0%N/A0.002%
2/20/2026 Kovitz Investment Group Partners LLC49,233$2.19M0.0%-39.8%0.026%
2/19/2026 Invesco Ltd.1,381,058$61.50M0.0%-2.8%0.727%
2/19/2026 Corient Private Wealth LLC89,832$4M0.0%+121.6%0.047%
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SpaceX is set to go public on June 12 in what could be the biggest IPO in history. Tech investing veteran Jeff Brown believes it will unlock what he calls the single most explosive AI opportunity of this decade. On Wednesday, June 3, at 8 p.m. ET, Brown is broadcasting live from SpaceX headquarters in Starbase, Texas. He will reveal three new recommendations tied to 'shadow IPOs' - plus give away the name and ticker of an AI stock positioned to benefit the moment SpaceX lists.tc pixel

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2/18/2026 Mercer Global Advisors Inc. ADV13,701$610K0.0%+30.1%0.007%
2/18/2026 State of Tennessee Department of Treasury94,066$3.91M0.0%+3.6%0.050%
2/18/2026 EP Wealth Advisors LLC10,953$488K0.0%N/A0.006%
2/18/2026 Mackenzie Financial Corp533,823$23.93M0.0%+1,532.3%0.281%
2/18/2026 NewEdge Advisors LLC24,534$1.09M0.0%-50.0%0.013%
2/18/2026 Empowered Funds LLC8,256$368K0.0%-18.2%0.004%
2/18/2026 Zacks Investment Management5,559$248K0.0%-13.5%0.003%
2/18/2026 SummitTX Capital L.P.55,805$2.49M0.1%+275.3%0.029%
2/18/2026 Summit Securities Group LLC3,300$147K0.0%+200.0%0.002%
2/18/2026 Occudo Quantitative Strategies LP63,930$2.85M0.2%+62.7%0.034%


LNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 613 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 540 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 50,490,941 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

Of the 230 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 17,055,233 shares in the last 24 months. This volume of shares sold represents approximately $670.73M in transactions.



This page (NYSE:LNC) was last updated on 6/3/2026 by MarketBeat.com Staff.
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