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Get Institutions for : 
Lincoln National Corp (LNC)  
$28.97 0.87 (3.1%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 484    13
Total shares held : 
123,400,274  
% of shares held : 
63.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -42  
Amount of shares held : 
-450,784  
% of shares held change : 
  -0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.21  
Last Quarter's Ending Price : 
$26.97  
Last Quarter's Average Price
$24.04  
Change from last quarter's     
avg. price to the last closing  : 
4.93 (20.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 4,720,997
 3.83%
 
Increased Positions :
158
 11,660,861
 9.45%
 
Unchanged Positions :
89
 1,636,048
 1.33%
 
Decreased Positions :
187
-14,474,165
-11.73%
 
Closed Positions :
63
-2,358,477
-1.91%
 
Guru Positions :
4
100,476
 0.08%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 870 *New 2023-12-31 2,003,202 $54,026,000 2,003,202
   WAYNE HUMMER ASSET MANAGEMENT CO 196 *New 2023-12-31 368,875 $9,949,000 368,875
   ALGEBRIS (UK) Ltd 7 *New 2023-12-31 387,088 $9,457,000 387,088
   CHURCHILL MANAGEMENT GROUP /CA/ 76 *New 2024-03-31 276,466 $8,828,000 276,466
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 186 *New 2023-12-31 291,600 $7,864,000 291,600
   Advisors Preferred LLC *New 2023-12-31 140,203 $3,830,000 140,203
   CUBIC ASSET MANAGEMENT LLC 37 *New 2024-03-31 103,735 $3,312,000 103,735
   Triasima Portfolio Management inc. 65 *New 2024-03-31 101,540 $3,242,000 101,540
   Aquatic Capital Management LLC 307 *New 2023-12-31 82,600 $2,228,000 82,600
   Waterloo Capital L.P. 80 *New 2023-12-31 70,546 $1,903,000 70,546
   Quadrature Capital LTD 253 *New 2023-12-31 70,356 $1,897,000 70,356
   ALLEN WEALTH MANAGEMENT LLC *New 2024-03-31 43,657 $1,394,000 43,657
   ExodusPoint Capital Management LP 661 *New 2023-12-31 49,397 $1,332,000 49,397
   Arjuna Capital 64 *New 2023-12-31 49,365 $1,331,000 49,365
   S.A.C. Capital Advisors (Hong Kong) Ltd. 251 *New 2023-12-31 47,645 $1,285,000 47,645
   GREENWOOD CAPITAL ASSOCIATES LLC 118 *New 2024-03-31 38,846 $1,240,000 38,846
   Mork Capital Management 101 *New 2023-12-31 36,680 $989,000 36,680
   Capital Investment Advisory Services LLC 219 *New 2024-03-31 25,715 $821,000 25,715
   DUALITY ADVISERS LP 346 *New 2023-12-31 30,204 $815,000 30,204
   WEALTH BUILDERS 124 *New 2024-03-31 21,399 $683,000 21,399
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 660 *New 2023-12-31 23,940 $646,000 23,940
   Sciencast Management LP 117 *New 2023-12-31 23,433 $632,000 23,433
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 110 *New 2024-03-31 17,321 $553,000 17,321
   Advanced Portfolio Management LLC 40 *New 2023-12-31 18,956 $511,000 18,956
   SpiderRock Advisors LLC 394 *New 2024-03-31 18,325 $498,000 18,325
   Winton Capital Group Ltd 327 *New 2023-12-31 18,061 $487,000 18,061
   ACADIAN ASSET MANAGEMENT LLC 1041 *New 2023-12-31 17,004 $458,000 17,004
   PATHSTONE FAMILY OFFICE, LLC 1150 *New 2023-09-30 16,145 $399,000 16,145
   BKD WEALTH ADVISORS LLC 325 *New 2024-03-31 11,069 $353,000 11,069
   Fidelis Capital Partners LLC *New 2024-03-31 2,012 $350,000 2,012
   OXFORD ASSET MANAGEMENT 59 *New 2023-12-31 12,353 $333,000 12,353
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2065 *New 2024-03-31 15,830 $329,000 15,830
   PFG Investments LLC 703 *New 2024-03-31 10,268 $328,000 10,268
   BREVAN HOWARD CAPITAL MANAGEMENT LP 627 *New 2023-12-31 12,024 $324,000 12,024
   ALLSTATE INVESTMENT MANAGEMENT CO 549 *New 2022-12-31 10,404 $320,000 10,404
   Prime Capital Investment Advisors LLC *New 2023-12-31 10,344 $279,000 10,344
   AXXCESS WEALTH MANAGEMENT LLC 678 *New 2023-12-31 9,900 $267,000 9,900
   BOS Asset Management LLC 132 *New 2023-12-31 8,888 $240,000 8,888
   Concorde Asset Management LLC 136 *New 2023-12-31 8,578 $231,000 8,578
   BOOTHBAY FUND MANAGEMENT LLC 1035 *New 2023-12-31 8,472 $228,000 8,472
   EADS & HEALD INVESTMENT COUNSEL/ 136 *New 2024-03-31 7,147 $228,000 7,147
   HighPoint Advisor Group LLC 548 *New 2023-12-31 7,578 $226,000 7,578
   DIVERSIFIED TRUST CO 721 *New 2024-03-31 6,710 $214,000 6,710
   GRIMES & COMPANY INC 312 *New 2024-03-31 6,567 $210,000 6,567
   STEPHENS INC /AR/ 1069 *New 2023-12-31 7,702 $208,000 7,702
   Sequoia Financial Advisors LLC 1049 *New 2024-03-31 6,498 $207,000 6,498
   PROFUND ADVISORS LLC 1045 *New 2023-12-31 7,494 $202,000 7,494
   Sentry LLC 122 *New 2024-03-31 6,300 $201,000 6,300
   Headlands Technologies LLC 300 *New 2023-12-31 6,326 $171,000 6,326
   Focused Wealth Management Inc 208 *New 2023-12-31 3,400 $92,000 3,400
   MCMILLION CAPITAL MANAGEMENT INC 83 *New 2023-06-30 2,900 $75,000 2,900
   West Tower Group LLC 153 *New 2023-12-31 2,032 $55,000 2,032
   WESTEND CAPITAL MANAGEMENT LLC 76 *New 2024-03-31 1,248 $40,000 1,248
   MATHER GROUP, INC. 938 *New 2024-03-31 1,334 $36,000 1,334
   BROWN BROTHERS HARRIMAN & CO 803 *New 2023-12-31 1,000 $27,000 1,000
   Quarry LP 550 *New 2023-12-31 989 $27,000 989
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 367 $12,000 367
   MA GREENWOOD & ASSOCIATES INC 226 *New 2023-12-31 380 $10,000 380
   LOOMIS SAYLES & CO L P 884 *New 2023-12-31 109 $3,000 109
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 711 *New 2023-12-31 83 $2,000 83
   Steward Financial Group LLC 1064 *New 2023-09-30 84 $2,000 84
   Raleigh Capital Management Inc. 881 *New 2023-12-31 65 $2,000 65
   Cherry Tree Wealth Management LLC *New 2024-03-31 37 $1,000 37
   Addison Advisors LLC 639 *New 2023-12-31 53 $1,000 53
   SRS Capital Advisors Inc. 1304 *New 2023-12-31 8 $0 8
   JOHNSON FINANCIAL GROUP, INC. 995 *New 2023-12-31 6 $0 6
   Dunhill Financial LLC 706 *New 2023-12-31 12 $0 12

  67 Records found
  1    
  Page 1 of 1
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