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Lincoln National (LNC) Institutional Ownership

$32.38
+0.15 (+0.47%)
(As of 05/29/2024 ET)

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

Current
Institutional Ownership
Percentage
72.81%
Number of
Institutional Buyers
(last 12 months)
280
Total
Institutional Inflows
(last 12 months)
$668.24M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$548.60M
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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
5/29/2024Pathway Financial Advisers LLC1,415$45K0.0%N/A0.001%
5/24/2024 Cetera Advisors LLC20,503$655K0.0%+48.1%0.012%
5/24/2024 Cetera Investment Advisers59,634$1.90M0.0%+384.0%0.035%
5/20/2024 Algebris UK Ltd861,259$25.58M11.4%+122.5%0.507%
5/17/2024 Jaffetilchin Investment Partners LLC19,257$615K0.1%N/A0.011%
5/17/2024 Comerica Bank118,676$3.79M0.0%-3.7%0.070%
5/17/2024 Tidal Investments LLC30,453$972K0.0%+25.6%0.018%
5/17/2024 Innealta Capital LLC11,395$364K0.2%N/A0.007%
5/16/2024 California State Teachers Retirement System177,118$5.66M0.0%-5.1%0.104%
5/16/2024 Interval Partners LP311,232$9.94M0.3%N/A0.183%
5/16/2024 Jacobs Levy Equity Management Inc.767,898$24.52M0.1%-65.9%0.452%
5/16/2024 Kennedy Capital Management LLC210,444$6.72M0.1%N/A0.124%
5/16/2024 Caxton Associates LP65,226$2.08M0.1%N/A0.038%
5/15/2024 Transcendent Capital Group LLC9,200$294K0.2%+608.8%0.005%
5/15/2024 Public Employees Retirement System of Ohio64,671$2.07M0.0%-8.6%0.038%
5/15/2024 Public Employees Retirement Association of Colorado20,742$662K0.0%-3.1%0.012%
5/15/2024 Price T Rowe Associates Inc. MD78,144$2.50M0.0%+7.1%0.046%
5/15/2024 Quadrature Capital Ltd18,792$600K0.0%-73.3%0.011%
5/14/2024 CANADA LIFE ASSURANCE Co213,884$6.83M0.0%+1.9%0.126%
5/14/2024 Arjuna Capital52,113$1.66M0.5%+5.6%0.031%
5/13/2024 Bessemer Group Inc.18,265$584K0.0%-45.7%0.011%
5/13/2024 UniSuper Management Pty Ltd35,246$1.13M0.0%N/A0.021%
5/13/2024 Seven Eight Capital LP89,585$2.86M0.3%+227.8%0.053%
5/11/2024 Edgestream Partners L.P.57,183$1.83M0.1%N/A0.034%
5/10/2024 Vanguard Group Inc.21,854,837$697.83M0.0%+0.8%12.854%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp36,300$1.15M0.0%+9.3%0.021%
5/10/2024 Jupiter Asset Management Ltd.897,252$28.65M0.3%N/A0.528%
5/10/2024 Trust Investment Advisors38,913$1.24M0.9%+36.7%0.023%
5/9/2024 Kingsview Wealth Management LLC109,849$3.51M0.1%-25.7%0.065%
5/9/2024 First Eagle Investment Management LLC387,800$12.38M0.0%+33.0%0.228%
5/9/2024 State Board of Administration of Florida Retirement System202,944$6.48M0.0%+3.3%0.119%
5/8/2024 US Bancorp DE63,349$2.02M0.0%-9.0%0.037%
5/8/2024 Russell Investments Group Ltd.80,431$2.57M0.0%-75.9%0.047%
5/8/2024 Qsemble Capital Management LP8,321$266K0.1%-60.7%0.005%
5/7/2024 Meeder Asset Management Inc.7,074$226K0.0%+12.7%0.004%
5/7/2024 Sei Investments Co.99,898$3.19M0.0%-15.0%0.059%
5/7/2024 Concurrent Investment Advisors LLC15,110$482K0.0%N/A0.009%
5/7/2024Susquehanna Fundamental Investments LLC209,100$6.68M0.3%N/A0.123%
5/7/2024 BOS Asset Management LLC9,608$307K0.2%+8.1%0.006%
5/7/2024 Swiss National Bank335,000$10.70M0.0%+0.2%0.197%
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5/7/2024 Illinois Municipal Retirement Fund41,937$1.34M0.0%N/A0.025%
5/7/2024 Algebris UK Ltd860,459$25.47M6.8%+122.3%0.506%
5/7/2024 Sciencast Management LP6,308$201K0.1%-73.1%0.004%
5/6/2024 Quantbot Technologies LP135,628$4.33M0.2%-27.5%0.080%
5/6/2024 LSV Asset Management2,655,676$84.80M0.2%-3.7%1.562%
5/6/2024 Texas Permanent School Fund Corp148,486$4.74M0.0%+1.4%0.087%
5/4/2024 WBI Investments LLC21,399$683K0.1%N/A0.013%
5/3/2024 Easterly Investment Partners LLC674,572$21.54M1.6%+4.7%0.397%
5/3/2024 GSA Capital Partners LLP14,990$479K0.0%-85.8%0.009%
5/3/2024 Central Pacific Bank Trust Division780$25K0.0%N/A0.000%
5/2/2024 Mutual of America Capital Management LLC29,229$933K0.0%-1.6%0.017%
5/2/2024 Fidelis Capital Partners LLC2,012$64K0.0%N/A0.001%
5/2/2024 Greenwood Capital Associates LLC38,846$1.24M0.2%N/A0.023%
5/2/2024 Allen Wealth Management LLC43,657$1.39M1.2%N/A0.026%
5/1/2024 Janney Montgomery Scott LLC192,961$6.16M0.0%+15.0%0.113%
5/1/2024 BNP Paribas Financial Markets101,731$3.25M0.0%-65.0%0.060%
5/1/2024 Mirae Asset Global Investments Co. Ltd.15,830$505K0.0%N/A0.009%
5/1/2024 Sequoia Financial Advisors LLC6,498$207K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC75,018$2.40M0.0%+97.3%0.044%
4/30/2024 North Star Investment Management Corp.6,901$220K0.0%+22.9%0.004%
4/30/2024 HB Wealth Management LLC18,956$605K0.0%+8.9%0.011%
4/30/2024 SpiderRock Advisors LLC18,325$585K0.0%N/A0.011%
4/30/2024 Naples Global Advisors LLC63,945$2.04M0.2%+2.9%0.038%
4/30/2024 Allspring Global Investments Holdings LLC1,223$39K0.0%+249.4%0.001%
4/29/2024Commonwealth Equity Services LLC121,912$3.89M0.0%+7.2%0.072%
4/29/2024 Principal Financial Group Inc.1,938,428$61.89M0.0%+10.4%1.140%
4/29/2024 Benjamin F. Edwards & Company Inc.10,265$328K0.0%+1,234.9%0.006%
4/29/2024 Insight Inv LLC39,835$1.27M1.1%-3.1%0.023%
4/26/2024 Triasima Portfolio Management inc.101,540$3.24M0.3%N/A0.060%
4/26/2024 Yousif Capital Management LLC84,062$2.68M0.0%-8.5%0.049%
4/26/2024 Sage Rhino Capital LLC6,816$218K0.1%N/A0.004%
4/25/2024 Capital Investment Advisory Services LLC25,715$821K0.1%N/A0.015%
4/25/2024 Cambridge Investment Research Advisors Inc.74,804$2.39M0.0%-1.1%0.044%
4/24/2024 Assenagon Asset Management S.A.672,244$21.47M0.1%-6.3%0.395%
4/23/2024 Eads & Heald Wealth Management7,147$228K0.1%N/A0.004%
4/23/2024 Global Retirement Partners LLC1,667$53K0.0%+32.6%0.001%
4/23/2024 Louisiana State Employees Retirement System84,000$2.68M0.1%-1.1%0.049%
4/23/2024 Oak Harbor Wealth Partners LLC219,584$7.01M2.2%-1.3%0.129%
4/23/2024 Amalgamated Bank80,665$2.58M0.0%+4.8%0.047%
4/23/2024 Gradient Investments LLC1,865$60K0.0%-54.2%0.001%
4/23/2024 New Mexico Educational Retirement Board9,663$309K0.0%N/A0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.95,296$3.04M0.0%-5.1%0.056%
4/22/2024 PFG Investments LLC10,268$328K0.0%N/A0.006%
4/22/2024 Sentry LLC6,300$201K0.0%N/A0.004%
4/20/2024 Maryland State Retirement & Pension System74,934$2.39M0.0%-0.7%0.044%
4/19/2024 FORVIS Wealth Advisors LLC11,069$353K0.0%N/A0.007%
4/19/2024 BluePath Capital Management LLC21,925$700K0.5%-6.7%0.013%
4/19/2024 State of Alaska Department of Revenue103,317$3.30M0.0%-1.0%0.061%
4/19/2024 Hedeker Wealth LLC81,368$2.60M0.7%+1.6%0.048%
4/18/2024 Allspring Global Investments Holdings LLC1,223$39K0.0%+249.4%0.001%
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4/18/2024 Hexagon Capital Partners LLC3,240$103K0.0%-24.9%0.002%
4/18/2024 Diversified Trust Co6,710$214K0.0%N/A0.004%
4/17/2024 Grimes & Company Inc.6,567$210K0.0%N/A0.004%
4/16/2024 Register Financial Advisors LLC21,609$690K0.4%+32.7%0.013%
4/16/2024 180 Wealth Advisors LLC14,243$455K0.1%+5.0%0.008%
4/16/2024 Wealth Enhancement Advisory Services LLC26,372$842K0.0%+4.3%0.016%
4/15/2024 Wealthcare Advisory Partners LLC26,088$833K0.0%+33.4%0.015%
4/12/2024 Unison Advisors LLC61,474$1.96M0.2%+2.3%0.036%
4/12/2024 Westend Capital Management LLC1,248$40K0.0%N/A0.001%
4/11/2024 Contravisory Investment Management Inc.17,321$553K0.1%N/A0.010%
(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, 584 institutional investors and hedge funds held shares of Lincoln National. The most heavily invested institutionals were Vanguard Group Inc. ($697.83M), BlackRock Inc. ($643.55M), State Street Corp ($365.54M), Hsbc Holdings PLC ($105.70M), Geode Capital Management LLC ($87.59M), LSV Asset Management ($84.80M), and Amundi ($77.31M).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 480 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: Hsbc Holdings PLC ($4.09M), Norges Bank ($2.00M), Principal Financial Group Inc. ($1.76M), Jupiter Asset Management Ltd. ($1.47M), AQR Capital Management LLC ($1.39M), Vanguard Group Inc. ($1.26M), and Jacobs Levy Equity Management Inc. ($1.10M).

How much institutional buying is happening at Lincoln National?

Institutional investors have bought a total of 41,861,105 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

Which Lincoln National major shareholders have been selling company stock?

Of the 304 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), Caisse DE Depot ET Placement DU Quebec ($1.57M), Jacobs Levy Equity Management Inc. ($1.51M), Robeco Institutional Asset Management B.V. ($1.36M), and FMR LLC ($930.02K).

How much institutional selling is happening at Lincoln National?

Institutional investors have sold a total of 38,018,000 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.


This page (NYSE:LNC) was last updated on 5/30/2024 by MarketBeat.com Staff

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