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Lincoln National (LNC) Institutional Ownership

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$35.18 -0.18 (-0.52%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$35.16 -0.02 (-0.05%)
As of 01/31/2025 07:40 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 Polygon.io. 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)
248
Total
Institutional Inflows
(last 12 months)
$742.22M
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$376.39M
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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
1/31/2025New York State Common Retirement Fund90,118$2.86M0.0%-6.7%0.053%
1/31/2025Kentucky Retirement Systems Insurance Trust Fund9,290$295K0.0%N/A0.005%
1/31/2025Kestra Investment Management LLC11,743$372K0.0%-4.1%0.007%
1/31/2025Atria Wealth Solutions Inc.13,131$416K0.0%-34.1%0.008%
1/31/2025D.A. Davidson & CO.24,698$783K0.0%-10.0%0.014%
1/31/2025Truist Financial Corp175,656$5.57M0.0%-5.6%0.103%
1/31/2025CIBC Asset Management Inc54,462$1.73M0.0%-6.2%0.032%
1/31/2025Sanctuary Advisors LLC43,707$1.39M0.0%-20.2%0.026%
1/31/2025Principal Financial Group Inc.3,144,649$99.72M0.1%-5.0%1.846%
1/30/2025 Rhumbline Advisers417,658$13.24M0.0%-1.8%0.245%
1/30/2025 Valeo Financial Advisors LLC9,631$305K0.0%+26.5%0.006%
1/30/2025 Roman Butler Fullerton & Co.6,610$224K0.1%+5.5%0.004%
1/30/2025 New York State Teachers Retirement System223,909$7.10M0.0%-0.3%0.131%
1/29/2025 Allspring Global Investments Holdings LLC152,187$4.85M0.0%+53.9%0.089%
1/29/2025 Savant Capital LLC30,123$955K0.0%-7.7%0.018%
1/28/2025 Stephens Inc. AR13,902$441K0.0%-5.4%0.008%
1/28/2025 Entropy Technologies LP8,121$258K0.0%-68.4%0.005%
1/28/2025 Empowered Funds LLC14,179$450K0.0%N/A0.008%
1/28/2025 Cantor Fitzgerald Investment Advisors L.P.85,832$2.72M0.2%+1.2%0.050%
1/28/2025 Triasima Portfolio Management inc.17,224$546K0.1%+4.2%0.010%
1/28/2025 Lecap Asset Management Ltd.27,530$873K0.2%N/A0.016%
1/27/2025 Hedeker Wealth LLC83,464$2.65M0.7%+2.5%0.049%
1/27/2025 State of Alaska Department of Revenue96,810$3.07M0.0%-0.3%0.057%
1/27/2025 Choreo LLC15,666$494K0.0%-10.2%0.009%
1/27/2025 Stratos Wealth Partners LTD.32,449$1.03M0.0%-7.3%0.019%
1/27/2025 Yousif Capital Management LLC69,851$2.22M0.0%-2.1%0.041%
1/27/2025 Greenwood Capital Associates LLC37,539$1.19M0.2%-1.8%0.022%
1/24/2025 HFG Advisors Inc.8,360$265K0.2%N/A0.005%
1/24/2025 SYM FINANCIAL Corp6,754$214K0.0%-11.1%0.004%
1/24/2025 DAVENPORT & Co LLC27,300$866K0.0%+8.6%0.016%
1/23/2025 Crews Bank & Trust1,600$51K0.0%N/A0.001%
1/23/2025 Capital Investment Advisory Services LLC37,502$1.19M0.1%+3.7%0.022%
1/23/2025 Westhampton Capital LLC9,090$288K0.1%N/A0.005%
1/23/2025 DMC Group LLC17,499$555K0.5%N/A0.010%
1/23/2025 Strategic Blueprint LLC8,935$283K0.0%-7.0%0.005%
1/23/2025 Robeco Institutional Asset Management B.V.168,444$5.34M0.0%-1.1%0.099%
1/22/2025 Patriot Financial Group Insurance Agency LLC19,277$611K0.1%-1.8%0.011%
1/22/2025 KBC Group NV85,736$2.72M0.0%+1,518.0%0.050%
1/22/2025 Register Financial Advisors LLC20,540$651K0.3%-11.2%0.012%
1/22/2025 PFG Investments LLC7,346$233K0.0%-55.2%0.004%
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1/21/2025 Smith Chas P & Associates PA Cpas7,484$237K0.0%N/A0.004%
1/21/2025 Insight Inv LLC41,110$1.30M0.9%+4.0%0.024%
1/21/2025 Fifth Third Bancorp24,001$761K0.0%-1.5%0.014%
1/21/2025 Exchange Traded Concepts LLC74,359$2.36M0.0%N/A0.044%
1/21/2025 Cornerstone Wealth Management LLC30,109$955K0.1%+4.0%0.018%
1/17/2025 New Century Financial Group LLC43,119$1.40M0.6%+1.6%0.025%
1/17/2025 Janney Montgomery Scott LLC151,313$4.80M0.0%-14.3%0.089%
1/17/2025 SG Americas Securities LLC34,506$1.09M0.0%N/A0.020%
1/17/2025 Daymark Wealth Partners LLC10,213$324K0.0%N/A0.006%
1/17/2025 Nisa Investment Advisors LLC64,658$2.05M0.0%+19.5%0.038%
1/16/2025 Diversify Advisory Services LLC6,751$203K0.0%N/A0.004%
1/15/2025 HB Wealth Management LLC22,150$702K0.0%+15.4%0.013%
1/15/2025 Westend Capital Management LLC2,323$74K0.0%+121.7%0.001%
1/15/2025 Wealthcare Advisory Partners LLC29,431$933K0.0%+2.1%0.017%
1/15/2025 Woodstock Corp66,793$2.12M0.2%-5.0%0.039%
1/15/2025 Hennessy Advisors Inc.1,708,900$54.19M1.6%N/A1.003%
1/14/2025 BluePath Capital Management LLC25,238$776K0.4%+20.0%0.015%
1/14/2025 CHURCHILL MANAGEMENT Corp286,286$9.08M0.1%+4.1%0.168%
1/14/2025 Assenagon Asset Management S.A.279,067$8.85M0.0%-53.5%0.164%
1/13/2025 FNY Investment Advisers LLC3,900$123K0.1%N/A0.002%
1/13/2025 Pallas Capital Advisors LLC9,775$310K0.0%-9.7%0.006%
1/8/2025 International Assets Investment Management LLC42,157$1.34M0.1%-95.6%0.025%
1/7/2025 Range Financial Group LLC33,902$1.08M0.5%N/A0.020%
1/7/2025 Diversified Trust Co6,455$205K0.0%-6.4%0.004%
1/3/2025 RK Asset Management LLC100,121$3.18M2.6%-2.0%0.059%
1/3/2025 Everence Capital Management Inc.6,410$203K0.0%-76.1%0.004%
1/3/2025 GAMMA Investing LLC6,696$212K0.0%+9.1%0.004%
1/3/2025 Versant Capital Management Inc2,104$67K0.0%+20.2%0.001%
12/26/2024JPMorgan Chase & Co.289,222$9.11M0.0%-12.7%0.170%
12/19/2024Principal Financial Group Inc.3,309,453$104.28M0.1%+7.2%1.943%
11/27/2024Franklin Resources Inc.95,677$3.15M0.0%+89.1%0.056%
11/25/2024Tidal Investments LLC16,731$527K0.0%-13.5%0.010%
11/25/2024Cim Investment Management Inc.16,709$527K0.2%-2.4%0.010%
11/25/2024 Wilmington Savings Fund Society FSB16,992$535K0.0%N/A0.010%
11/25/2024Sanctuary Advisors LLC54,770$1.73M0.0%-5.3%0.032%
11/20/2024Virtu Financial LLC12,996$409K0.0%-3.5%0.008%
11/18/2024Toronto Dominion Bank33,400$1.05M0.0%-25.1%0.020%
11/18/2024Coldstream Capital Management Inc.11,770$372K0.0%-9.2%0.007%
11/16/2024Geode Capital Management LLC3,373,487$106.32M0.0%+4.7%1.980%
11/15/2024 Insight Inv LLC39,535$1.25M1.0%-0.8%0.023%
11/15/2024Public Employees Retirement System of Ohio66,550$2.10M0.0%+2.6%0.039%
11/15/2024Y Intercept Hong Kong Ltd40,968$1.29M0.1%N/A0.024%
11/15/2024MML Investors Services LLC22,711$716K0.0%-20.2%0.013%
11/15/2024XTX Topco Ltd8,740$275K0.0%-77.3%0.005%
11/15/2024iSAM Funds UK Ltd11,922$376K0.2%+12.0%0.007%
11/15/2024National Bank of Canada FI1,567$49K0.0%-96.6%0.001%
11/15/2024EP Wealth Advisors LLC9,032$285K0.0%N/A0.005%
11/15/2024United Services Automobile Association11,459$361K0.0%-14.6%0.007%
11/15/2024Kovitz Investment Group Partners LLC27,340$792K0.0%N/A0.016%
11/15/2024Two Sigma Advisers LP2,355,000$74.21M0.2%+9.7%1.382%
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11/15/2024State Street Corp6,227,993$196.24M0.0%+1.3%3.656%
11/15/2024Stifel Financial Corp239,091$7.53M0.0%+13.5%0.140%
11/15/2024Quadrature Capital Ltd18,586$586K0.0%-11.1%0.011%
11/15/2024Quantinno Capital Management LP96,953$3.06M0.0%+14.9%0.057%
11/15/2024Quarry LP2,793$88K0.0%+23.2%0.002%
11/15/2024Petrus Trust Company LTA26,284$828K0.1%N/A0.015%
11/15/2024New Vernon Investment Management LLC111,338$3.51M3.8%N/A0.065%
11/15/2024Jacobs Levy Equity Management Inc.85,768$2.70M0.0%-14.2%0.050%
11/15/2024Janus Henderson Group PLC74,300$2.34M0.0%-9.5%0.044%
11/15/2024Hotchkis & Wiley Capital Management LLC188,700$5.95M0.0%-5.0%0.111%
(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, 531 institutional investors and hedge funds held shares of Lincoln National. The most heavily invested institutionals were Vanguard Group Inc. ($697.83M), State Street Corp ($196.24M), Massachusetts Financial Services Co. MA ($150.10M), Geode Capital Management LLC ($106.32M), Principal Financial Group Inc. ($99.72M), Dimensional Fund Advisors LP ($87.97M), and Hsbc Holdings PLC ($86.19M).Learn more on LNC's institutional investors.

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

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

Which institutional investors have been buying Lincoln National stock?

Of the 430 institutional investors that purchased Lincoln National stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($4.76M), Hsbc Holdings PLC ($4.09M), Principal Financial Group Inc. ($3.35M), Norges Bank ($2.00M), Hennessy Advisors Inc. ($1.71M), International Assets Investment Management LLC ($1.67M), and Jupiter Asset Management Ltd. ($1.47M).

How much institutional buying is happening at Lincoln National?

Institutional investors have bought a total of 46,412,807 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Which Lincoln National major shareholders have been selling company stock?

Of the 288 institutional investors that sold Lincoln National stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($5.63M), Dodge & Cox ($4.27M), Barclays PLC ($2.46M), Jacobs Levy Equity Management Inc. ($1.50M), Hsbc Holdings PLC ($1.11M), International Assets Investment Management LLC ($926.53K), and Vanguard Group Inc. ($834.42K).

How much institutional selling is happening at Lincoln National?

Institutional investors have sold a total of 31,515,752 shares in the last 24 months. This volume of shares sold represents approximately $850.34M in transactions.



This page (NYSE:LNC) was last updated on 2/1/2025 by MarketBeat.com Staff
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