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Lincoln National (LNC) Institutional Ownership

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$40.09 +0.36 (+0.90%)
As of 02:11 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)
341
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$566.81M
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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
10/2/2026Versant Capital Management Inc5,562$224K0.0%+24.1%0.003%
10/1/2026Parrish Capital LLC29,592$1.19M0.9%+3.1%0.015%
9/29/2026Cim Investment Management Inc.14,936$528K0.1%-8.7%0.008%
9/23/2026Envestnet Asset Management Inc.141,961$5.02M0.0%+5.4%0.074%
9/22/2026State Street Corp6,106,302$215.86M0.0%+3.6%3.190%
9/9/2026The Manufacturers Life Insurance Company52,570$1.86M0.0%+25.1%0.027%
9/9/2026Tidal Investments LLC26,699$944K0.0%-10.5%0.014%
9/9/2026WINTON GROUP Ltd56,998$2.02M0.1%-29.5%0.030%
9/9/2026Engineers Gate Manager LP8,100$286K0.0%-67.5%0.004%
9/9/2026Integrated Wealth Concepts LLC8,188$289K0.0%+22.1%0.004%
9/9/2026NewEdge Advisors LLC28,982$1.03M0.0%+18.3%0.015%
9/9/2026Hedeker Wealth LLC87,698$3.10M0.6%-0.3%0.046%
9/9/2026IFP Advisors Inc5,013$177K0.0%+18.0%0.003%
9/8/2026Allworth Financial LP6,771$239K0.0%+8.7%0.004%
9/8/2026Arizona State Retirement System47,206$1.67M0.0%+0.5%0.025%
9/8/2026West Family Investments Inc.7,636$270K0.1%N/A0.004%
9/8/2026Nykredit A S3,833$135K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH265,733$9.39M0.0%+32.3%0.139%
9/1/2026Parrish Capital LLC28,702$1.02M0.8%-19.4%0.015%
8/27/2026Corient Private Wealth LP48,941$1.73M0.0%-9.9%0.026%
8/26/2026HighTower Advisors LLC45,305$1.60M0.0%-23.3%0.024%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al105,400$3.73M0.0%N/A0.055%
8/24/2026First Eagle Investment Management LLC348,750$12.33M0.0%-18.6%0.182%
8/23/2026DMC Group LLC25,475$901K0.6%-18.6%0.013%
8/23/2026Studio Investment Management LLC23,239$821K0.1%N/A0.012%
8/23/2026Wedmont Private Capital14,183$501K0.0%+25.5%0.007%
8/23/2026Insight Inv LLC47,727$1.69M0.8%-1.7%0.025%
8/23/2026HB Wealth Management LLC27,939$988K0.0%+11.8%0.015%
8/22/2026Syon Capital LLC6,301$223K0.0%N/A0.003%
8/22/2026Concurrent Investment Advisors LLC28,830$1.02M0.0%+14.1%0.015%
8/21/2026Continuum Advisory LLC2,693$95K0.0%N/A0.001%
8/21/2026Nykredit A S3,833$135K0.0%N/A0.002%
8/21/2026Investors Research Corp9,182$325K0.1%-3.4%0.005%
8/20/2026BTG Pactual Asset Management US LLC10,287$364K0.0%N/A0.005%
8/20/2026Susquehanna Fundamental Investments LLC158,004$5.59M0.1%+557.5%0.083%
8/20/2026Sigma Planning Corp17,452$617K0.0%-10.3%0.009%
8/20/2026Two Sigma Securities LLC6,720$238K0.0%N/A0.004%
8/20/2026Benjamin Edwards Inc.51,381$1.82M0.0%+10.7%0.027%
8/20/2026Northwestern Mutual Wealth Management Co.19,520$690K0.0%-55.5%0.010%
8/20/2026Greenwood Capital Associates LLC25,197$891K0.1%-4.5%0.013%
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8/19/2026Delta Asset Management LLC TN6,000$212K0.0%+20.0%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC451,306$15.95M0.0%-10.8%0.236%
8/19/2026Hsbc Holdings PLC1,492,506$52.70M0.0%-0.5%0.780%
8/19/2026Archer Investment Corp7,000$247K0.0%+66.7%0.004%
8/19/2026Kingsview Wealth Management LLC19,340$684K0.0%+4.0%0.010%
8/18/2026Beacon Pointe Advisors LLC50,792$1.80M0.0%+4.4%0.027%
8/18/2026Fulcrum Asset Management LLP7,410$271K0.0%N/A0.004%
8/18/2026Jefferies Financial Group Inc.7,219$255K0.0%-147.1%0.004%
8/18/2026Public Employees Retirement System of Ohio53,155$1.88M0.0%-1.0%0.028%
8/17/2026Capstone Investment Advisors LLC15,432$546K0.0%N/A0.008%
8/17/2026Corient Private Wealth LP61,140$2.16M0.0%+12.5%0.032%
8/17/2026Bank of America Corp DE1,592,814$56.31M0.0%+11.5%0.832%
8/13/2026Kendall Capital Management25,720$909K0.2%N/A0.013%
8/7/2026Trust Co. of Vermont800$28K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp1,785,335$63.11M0.0%N/A0.933%
7/10/2026Investors Research Corp9,182$325K0.1%-3.4%0.005%
7/10/2026Handelsbanken Fonder AB52,500$1.86M0.0%+1.5%0.027%
7/10/2026Wealthcare Advisory Partners LLC30,999$1.10M0.0%+1.5%0.016%
7/9/2026Focus Financial Network Inc.7,643$270K0.0%+8.5%0.004%
7/8/2026Brave Asset Management Inc.6,035$213K0.0%-30.9%0.003%
7/7/2026180 Wealth Advisors LLC12,298$435K0.0%-7.1%0.006%
7/7/2026CoreCap Advisors LLC1,853$66K0.0%+935.2%0.001%
7/1/2026Eastern 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 Company42,028$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%
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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%
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%


LNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 606 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), Massachusetts Financial Services Co. MA ($262.19M), Price T Rowe Associates Inc. MD ($231.93M), State Street Corp ($215.86M), 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 527 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), Dimensional Fund Advisors LP ($3.45M), Jennison Associates LLC ($2.77M), Bank of New York Mellon Corp ($1.79M), Hennessy Advisors Inc. ($1.71M), and First Trust Advisors LP ($1.45M).

Institutional investors have bought a total of 43,970,811 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Of the 201 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), Barclays PLC ($1.17M), Algebris UK Ltd. ($925.37K), Alyeska Investment Group L.P. ($874.67K), Arrowstreet Capital Limited Partnership ($865.36K), Principal Financial Group Inc. ($512.87K), and Amundi ($511.60K).

Institutional investors have sold a total of 14,052,537 shares in the last 24 months. This volume of shares sold represents approximately $566.81M in transactions.



Institutional ownership data for NYSE:LNC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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