LNC · Company research
Lincoln National Corp. (LNC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 1379 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189805 | 6710 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24804 | 876821 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 848 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| First Bancorp, Inc /ME/ | 765207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625 | 22094 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28263 | 999097 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2540296 | 89799 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5613 | 198420 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 510426 | 18043559 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2730807 | 96561586 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3247 | 115 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7021182 | 198619 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95018 | 3358886 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 7070 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7410 | 271058 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7861 | 277886 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53155 | 1879029 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38627 | 1365464 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246 | 8696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2139 | 75603 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 489537 | 17305132 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1220143 | 43132055 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17968 | 635 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11927 | 421619 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3241 | 114570 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ADIRONDACK TRUST CO | 1054257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 35340 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 176750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1098 | 38979 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3857 | 136345 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11070 | 391325 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 776 | 27432 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10116 | 357601 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 932974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1753 | 61969 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| QUADRANT CAPITAL GROUP LLC | 1650717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11397 | 402884 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33916 | 1198918 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NBT BANK, N.A. | 898413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 283 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| STUDIO INVESTMENT MANAGEMENT LLC | 1893893 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23239 | 821499 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Bain Capital Prairie, LLC | 2067353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18759497 | 663148219 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1600 | 56560 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Impax Asset Management Group plc | 1749768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48957 | 1730630 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INNEALTA CAPITAL, LLC | 1752579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8906 | 314827 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8394 | 296728 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TIAA Wealth Investment Management LLC | 2124867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 858 | 30330 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 106050 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29805 | 1053607 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120986 | 4276855 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280500 | 9915675 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 282800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 345 | 12196 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48859 | 1727 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62247 | 2200431 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 28280 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OAKWORTH CAPITAL, INC. | 1588871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 414 | 14635 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 836 | 29553 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SHIKIAR ASSET MANAGEMENT INC | 1058022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81775 | 2129 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36307 | 1283 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248642 | 8789 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EADS & HEALD WEALTH MANAGEMENT | 1035912 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5828 | 206020 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2800 | 98980 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1565 | 55323 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19266 | 681053 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84422 | 2984318 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NBH Bank | 2148930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 177 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Boit C F David | 1308331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19990 | 706647 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| CULLINAN ASSOCIATES INC | 1161670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20800 | 735280 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Kendall Capital Management | 1731372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25720 | 909202 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 1909 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54400 | 1923040 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sciencast Management LP | 1653169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37145 | 1313076 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16700 | 590345 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 3976 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| FLAGSHIP WEALTH ADVISORS, LLC | 2036117 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 657 | — | — | — | Jun 1, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30132 | 1069691 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Toronto Dominion Bank | 947263 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 133000000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2238 | 99637000 | — | — | — | Feb 6, 2026 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 225911 | 9110991 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Toronto Dominion Bank | 947263 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 405000000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2218 | 89471000 | — | — | — | Nov 7, 2025 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 242961 | 8406451 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 132600 | 4761666 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.