Go Pro

Lincoln National (LNC) Institutional Ownership

Lincoln National logo
$42.15 +0.17 (+0.40%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
72.81%
Number of
Institutional Buyers
(last 12 months)
334
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$561.39M
Get LNC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Lincoln National stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/22/2026 Syon Capital LLC6,301$223K0.0%N/A0.003%
8/22/2026 Concurrent Investment Advisors LLC28,830$1.02M0.0%+14.1%0.015%
8/21/2026 Continuum Advisory LLC2,693$95K0.0%N/A0.001%
8/21/2026 Nykredit A S3,833$135K0.0%N/A0.002%
8/21/2026 Investors Research Corp9,182$325K0.1%-3.4%0.005%
8/20/2026 BTG Pactual Asset Management US LLC10,287$364K0.0%N/A0.005%
8/20/2026 Susquehanna Fundamental Investments LLC158,004$5.59M0.1%+557.5%0.083%
8/20/2026 Sigma Planning Corp17,452$617K0.0%-10.3%0.009%
8/20/2026 Two Sigma Securities LLC6,720$238K0.0%N/A0.004%
8/20/2026 Benjamin Edwards Inc.51,381$1.82M0.0%+10.7%0.027%
8/20/2026 Northwestern Mutual Wealth Management Co.19,520$690K0.0%-55.5%0.010%
8/20/2026 Greenwood Capital Associates LLC25,197$891K0.1%-4.5%0.013%
8/19/2026 Delta Asset Management LLC TN6,000$212K0.0%+20.0%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC451,306$15.95M0.0%-10.8%0.236%
8/19/2026 Hsbc Holdings PLC1,492,506$52.70M0.0%-0.5%0.780%
8/19/2026 Archer Investment Corp7,000$247K0.0%+66.7%0.004%
8/19/2026 Kingsview Wealth Management LLC19,340$684K0.0%+4.0%0.010%
8/18/2026 Beacon Pointe Advisors LLC50,792$1.80M0.0%+4.4%0.027%
8/18/2026 Fulcrum Asset Management LLP7,410$271K0.0%N/A0.004%
8/18/2026Jefferies Financial Group Inc.7,219$255K0.0%-147.1%0.004%
8/18/2026 Public Employees Retirement System of Ohio53,155$1.88M0.0%-1.0%0.028%
8/17/2026 Capstone Investment Advisors LLC15,432$546K0.0%N/A0.008%
8/17/2026 Corient Private Wealth LP61,140$2.16M0.0%+12.5%0.032%
8/17/2026 Bank of America Corp DE1,592,814$56.31M0.0%+11.5%0.832%
8/13/2026 Kendall Capital Management25,720$909K0.2%N/A0.013%
8/7/2026 Trust Co. of Vermont800$28K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp1,785,335$63.11M0.0%N/A0.933%
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%
6/18/2026 Western Wealth Management LLC10,884$386K0.0%N/A0.006%
6/16/2026 Empowered Funds LLC7,815$277K0.0%-5.3%0.004%
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
5/18/2026California 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 Company42,028$1.49M0.0%+9.0%0.022%
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%
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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
4/28/2026Parrish 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%


LNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 604 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 526 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 43,664,748 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

Of the 194 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 13,899,507 shares in the last 24 months. This volume of shares sold represents approximately $561.39M 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 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners