Lincoln NationalLNC

13F holders, Q1 2024 (March 31)
503holders
8famous investors
$31.88avg. 13F price*

At the end of Q1 2024, 503 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings. The largest holders were Vanguard Group Inc. ($697.8M), BlackRock Inc. ($530.1M) and State Street Corp. ($204.4M). 8 famous investors held it, including Bill Miller (4.4% of Miller Value Partners's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Lincoln National Corp.
CUSIP
534187109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 503Q1 2024Q2 2024: 536Q2 2024Q3 2024: 532Q3 2024Q4 2024: 558Q4 2024Q1 2025: 570Q1 2025Q2 2025: 567Q2 2025Q3 2025: 605Q3 2025Q4 2025: 627Q4 2025Q1 2026: 616Q1 2026Q2 2026: 619Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$190.6M
Exits65$73.4M

Ownership 503 holders

Vanguard Group Inc. 0.01% Add +0.8% 21,854,837 $697.8M
BlackRock Inc. 0.01% Add +1.6% 16,600,568 $530.1M
State Street Corp. 0.01% Reduce -0.0% 6,400,664 $204.4M
Morgan Stanley 0.01% Add +3.4% 4,392,781 $140.3M
HSBC Holdings PLC 0.08% Reduce -15.3% 3,606,965 $115.2M
Geode Capital Management, LLC 0.01% Add +7.4% 3,358,377 $107.3M
Northern Trust Corp. 0.02% Reduce -5.7% 2,762,926 $88.2M
LSV Asset Management 0.18% Reduce -3.7% 2,655,676 $84.8M
Dimensional Fund Advisors LP 0.02% Add +16.6% 2,479,912 $79.2M
Bank of New York Mellon Corp 0.01% Reduce -8.4% 2,218,490 $70.8M
Charles Schwab Investment Management Inc. 0.02% Add +3.6% 2,143,936 $68.5M
Goldman Sachs Group Inc. 0.01% Reduce -17.2% 2,127,728 $67.9M
Balyasny Asset Management L.P. 0.17% New 2,007,092 $64.1M
Principal Financial Group Inc. 0.04% Add +10.4% 1,938,428 $61.9M
Norges Bank 0.01% Reduce -9.4% 1,814,187 $57.9M
Invesco Ltd. 0.01% Reduce -43.6% 1,738,518 $55.5M
Marshall Wace, LLP 0.09% Reduce -0.2% 1,683,549 $53.8M
Two Sigma Advisers, LP 0.12% Reduce -2.2% 1,670,200 $53.3M
Voloridge Investment Management, LLC 0.18% Reduce -8.9% 1,559,345 $49.8M
Two Sigma Investments, LP 0.12% Reduce -15.0% 1,450,995 $46.3M
AQR Capital Management 0.08% Add +7.1% 1,438,912 $45.9M
Bank of America Corp. 0.00% Reduce -12.8% 1,028,350 $32.8M
Wells Fargo & Company 0.01% Add +0.0% 962,403 $30.7M
Jupiter Asset Management Ltd. 0.27% New 897,252 $28.6M
Citadel Advisors 0.03% Add +508.6% 853,730 $27.3M
Algebris (uk) Ltd. 11.36% Add +122.5% 861,259 $25.6M
Jacobs Levy Equity Management, Inc. 0.11% Reduce -65.9% 767,898 $24.5M
UBS Group AG 0.01% Reduce -8.3% 734,156 $23.4M
Victory Capital Management Inc. 0.02% Add +2.7% 718,720 $22.9M
Millennium Management 0.02% Reduce -2.5% 711,276 $22.7M
Ameriprise Financial Inc. 0.01% Reduce -18.4% 690,113 $22.0M
Easterly Investment Partners LLC 1.65% Add +4.7% 674,572 $21.5M
Assenagon Asset Management S.A. 0.06% Reduce -6.3% 672,244 $21.5M
Nuveen Asset Management, LLC 0.01% Reduce -5.9% 656,609 $21.0M
APG Asset Management N.V. 0.04% Add +19.1% 698,782 $20.7M
Macquarie Group Ltd. 0.02% No change 643,885 $20.6M
Arrowstreet Capital, Limited Partnership 0.02% Add +95.0% 624,499 $19.9M
First Trust Advisors LP 0.02% Add +61.3% 613,266 $19.6M
Legal & General Group Plc 0.01% Add +1.1% 578,889 $18.5M
Saba Capital Management, L.P. 0.37% No change 525,608 $16.8M
Alyeska Investment Group, L.P. 0.10% Add +3438.8% 516,625 $16.5M
Squarepoint Ops LLC 0.06% Add +99.1% 471,382 $15.1M
Advisors Capital Management, LLC 0.27% Add +1.9% 467,723 $14.9M
Rhumbline Advisers 0.01% Reduce -5.6% 441,470 $14.1M
Royal Bank of Canada 0.00% Add +14.7% 428,377 $13.7M
Credit Suisse AG/ 0.01% Reduce -8.3% 407,837 $13.0M
Schonfeld Strategic Advisors LLC 0.10% Add +1276.4% 398,441 $12.7M
Wellington Management Group LLP 0.00% New 395,904 $12.6M
Cambria Investment Management, L.P. 0.75% Add +87.0% 391,500 $12.5M
First Eagle Investment Management, LLC 0.03% Add +33.0% 387,800 $12.4M
Capital Fund Management S.A. 0.14% Reduce -6.0% 367,261 $11.7M
Algert Global LLC 0.45% Add +2.4% 357,081 $11.4M
Public Sector Pension Investment Board 0.08% Reduce -1.2% 347,754 $11.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.4% 336,263 $10.7M
Swiss National Bank 0.01% Add +0.2% 335,000 $10.7M
Renaissance Technologies 0.02% Reduce -61.0% 321,474 $10.3M
Point72 Asset Management 0.03% New 314,500 $10.0M
Interval Partners, LP 0.38% New 311,232 $9.9M
California Public Employees Retirement System 0.01% Add +27.1% 290,721 $9.3M
Man Group plc 0.03% Reduce -29.4% 282,866 $9.0M
CHURCHILL MANAGEMENT Corp 0.11% New 276,466 $8.8M
Citigroup Inc. 0.01% Add +60.8% 244,997 $7.8M
HRT Financial LP 0.05% Add +171.0% 243,480 $7.8M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -1.7% 235,760 $7.5M
LPL Financial LLC 0.00% Add +13.2% 230,291 $7.4M
CI Investments Inc. 0.03% Add +31.7% 227,747 $7.3M
JPMorgan Chase & Co. 0.00% Reduce -36.8% 225,543 $7.2M
Cordgrass Capital Advisors, LLC 2.18% Reduce -1.3% 219,584 $7.0M
New York State Teachers Retirement System 0.01% No change 219,130 $7.0M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 213,884 $6.8M
Kennedy Capital Management LLC 0.14% New 210,444 $6.7M
Susquehanna Fundamental Investments, LLC 0.31% New 209,100 $6.7M
Jane Street Group, LLC 0.01% Reduce -25.6% 207,609 $6.6M
Raymond James & Associates 0.00% Reduce -10.9% 199,587 $6.4M
Miller Value Partners 4.38% New 198,990 $6.4M
Access Investment Management LLC 2.07% No change 196,000 $6.3M
Janney Montgomery Scott LLC 0.02% Add +15.0% 192,961 $6.2M
Prudential Financial Inc. 0.01% Reduce -15.2% 187,050 $6.0M
Tudor Investment Corporation 0.07% Add +315.9% 177,357 $5.7M
California State Teachers Retirement System 0.01% Reduce -5.1% 177,118 $5.7M
D. E. Shaw & Co. 0.01% Reduce -69.2% 173,743 $5.5M
Truist Financial Corp. 0.01% Add +1.7% 172,789 $5.5M
FMR LLC 0.00% Add +25.4% 166,953 $5.3M
Barclays PLC 0.00% Reduce -14.7% 166,747 $5.3M
Alliancebernstein L.P. 0.00% Reduce -21.0% 164,839 $5.3M
Jump Financial, LLC 0.14% Reduce -50.6% 161,800 $5.2M
Kempner Capital Management Inc. 2.75% Reduce -0.0% 158,906 $5.1M
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 157,784 $5.0M
Graham Capital Management, L.P. 0.26% Reduce -7.5% 155,715 $5.0M
Texas Permanent School Fund Corp. 0.04% Add +1.4% 148,486 $4.7M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 147,487 $4.7M
State Board of Administration of Florida Retirement System 0.01% Add +3.3% 202,944 $4.6M
Waters Parkerson & Co., LLC 0.23% Reduce -7.3% 142,245 $4.5M
Quantbot Technologies LP 0.24% Reduce -27.5% 135,628 $4.3M
Bank of Montreal 0.00% Add +184.9% 132,600 $4.3M
ExodusPoint Capital Management, LP 0.05% Add +158.6% 127,737 $4.1M
Stifel Financial Corp. 0.00% Add +360.4% 126,409 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +7.2% 121,912 $3.9M
Comerica Bank 0.02% Reduce -3.7% 118,676 $3.8M
New York State Common Retirement Fund 0.00% Reduce -6.9% 116,891 $3.7M
Loudon Investment Management, LLC 2.10% New 114,674 $3.7M
Kingsview Wealth Management, LLC 0.09% Reduce -25.7% 109,849 $3.5M
Schroder Investment Management Group 0.00% Add +693.0% 109,391 $3.5M
Cubic Asset Management, LLC 0.78% New 103,735 $3.3M
State of Alaska, Department of Revenue 0.04% Reduce -1.0% 103,317 $3.3M
State of New Jersey Common Pension Fund D 0.01% No change 102,134 $3.3M
BNP Paribas Financial Markets 0.00% Reduce -65.0% 101,731 $3.2M
Triasima Portfolio Management inc. 0.27% New 101,540 $3.2M
South Dakota Investment Council 0.07% No change 100,536 $3.2M
Sei Investments Co. 0.00% Reduce -15.0% 99,898 $3.2M
Waterloo Capital, L.P. 0.41% Add +41.5% 99,837 $3.2M
Cubist Systematic Strategies, LLC 0.04% Reduce -79.7% 99,391 $3.2M
Alaska Permanent Fund Corp 0.05% Reduce -2.1% 98,066 $3.1M
RK Asset Management, LLC 2.50% Reduce -0.2% 96,288 $3.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.1% 95,296 $3.0M
Voya Investment Management LLC 0.00% Add +205.2% 93,145 $3.0M
Y-Intercept (Hong Kong) Ltd 0.22% Add +8.0% 91,414 $2.9M
Storebrand Asset Management As 0.01% No change 90,212 $2.9M
Seven Eight Capital, LP 0.30% Add +227.8% 89,585 $2.9M
Cantor Fitzgerald Investment Advisors L.P. 0.20% Add +0.4% 84,217 $2.7M
State of Tennessee, Department of Treasury 0.01% Reduce -28.5% 84,087 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -8.5% 84,062 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -1.1% 84,000 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -78.2% 83,107 $2.7M
Janus Henderson Group PLC 0.00% Add +0.0% 82,969 $2.6M
Hedeker Wealth, LLC 0.75% Add +1.6% 81,368 $2.6M
Amalgamated Bank 0.02% Add +4.8% 80,665 $2.6M
Russell Investments Group, Ltd. 0.00% Reduce -75.9% 80,431 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 78,144 $2.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 77,589 $2.5M
Treasurer of the State of North Carolina 0.01% Add +0.7% 75,467 $2.4M
Private Advisor Group, LLC 0.02% Add +97.3% 75,018 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.1% 74,804 $2.4M
Capstone Investment Advisors, LLC 0.08% Reduce -7.8% 73,936 $2.4M
Brandywine Global Investment Management, LLC 0.02% New 72,193 $2.3M
Woodstock Corp. 0.23% No change 70,293 $2.2M
CIBC Asset Management Inc 0.01% Reduce -13.6% 68,333 $2.2M
Caxton Associates LP 0.14% New 65,226 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -8.6% 64,671 $2.1M
Naples Global Advisors, LLC 0.21% Add +2.9% 63,945 $2.0M
US Bancorp \de 0.00% Reduce -9.0% 63,349 $2.0M
Maryland State Retirement & Pension System 0.04% Reduce -0.7% 74,934 $2.0M
Pathstone Holdings, LLC 0.01% Add +16.2% 61,884 $2.0M
Unison Advisors LLC 0.19% Add +2.3% 61,474 $2.0M
Verition Fund Management LLC 0.02% Add +322.5% 61,170 $2.0M
Axq Capital, LP 0.46% Add +56.1% 60,300 $1.9M
Cetera Investment Advisers 0.00% Add +384.0% 59,634 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -36.7% 59,203 $1.9M
Lincoln National Corp. 0.03% Reduce -1.5% 58,020 $1.9M
Edgestream Partners, L.P. 0.09% New 57,183 $1.8M
Simplex Trading, LLC 0.05% New 56,187 $1.8M
Salem Investment Counselors Inc. 0.06% Reduce -21.6% 55,529 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% No change 53,673 $1.7M
Walleye Trading LLC 0.03% Add +23.4% 53,158 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 53,158 $1.7M
Point72 (DIFC) Ltd 0.13% — 52,938 $1.7M
Franklin Resources Inc. 0.00% Reduce -38.8% 52,559 $1.7M
STRS Ohio 0.01% New 52,320 $1.7M
Arjuna Capital 0.47% Add +5.6% 52,113 $1.7M
Captrust Financial Advisors 0.01% Reduce -46.0% 51,508 $1.6M
Quantinno Capital Management LP 0.04% Add +44.0% 51,006 $1.6M
Ted Buchan & Co 0.93% Add +7.3% 47,336 $1.5M
Corient Private Wealth LP 0.00% Add +11.3% 46,655 $1.5M
Arizona State Retirement System 0.01% Reduce -1.7% 46,627 $1.5M
Wolverine Trading, LLC 0.01% Add +6.9% 45,685 $1.5M
Natixis Advisors, LLC 0.00% Add +14.8% 45,670 $1.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -8.2% 45,620 $1.5M
Savant Capital, LLC 0.02% Add +384.7% 45,618 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +3.9% 45,401 $1.4M
Cerity Partners LLC 0.00% Add +116.6% 44,781 $1.4M
Allen Wealth Management, LLC 1.23% New 43,657 $1.4M
Nisa Investment Advisors, LLC 0.01% Reduce -17.1% 43,408 $1.4M
New Century Financial Group, LLC 0.96% Add +0.1% 43,306 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +32.9% 42,564 $1.4M
American Century Companies Inc. 0.00% Add +2.2% 42,023 $1.3M
Illinois Municipal Retirement Fund 0.02% New 41,937 $1.3M
National Bank of Canada 0.00% Add +4434.1% 45,386 $1.3M
Cornercap Investment Counsel Inc. 0.20% No change 40,742 $1.3M
Insight Inv LLC 1.10% Reduce -3.1% 39,835 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +30.9% 39,150 $1.3M
Trust Investment Advisors 0.90% Add +36.7% 38,913 $1.2M
Greenwood Capital Associates LLC 0.16% New 38,846 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -0.1% 38,367 $1.2M
Todd Asset Management LLC 0.03% Add +3.4% 38,298 $1.2M
D.A. Davidson & Co. 0.01% Add +11.3% 38,240 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +1.4% 38,175 $1.2M
Pictet Asset Management Holding SA 0.00% Reduce -2.8% 36,952 $1.2M
Mork Capital Management, LLC 0.88% No change 36,680 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 36,639 $1.2M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +9.3% 36,300 $1.2M
Keynote Financial Services LLC 0.96% — 35,561 $1.1M
UniSuper Management Pty Ltd 0.01% New 35,246 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.0% 34,228 $1.1M
Kestra Advisory Services, LLC 0.01% Add +51.3% 32,766 $1.0M
NewEdge Advisors, LLC 0.01% Add +8.2% 32,682 $1.0M
Advisory Services Network, LLC 0.02% Add +2.1% 32,617 $1.0M
Birmingham Capital Management Co. Inc. 0.37% No change 31,600 $1.0M
IFP Advisors, Inc 0.04% Add +564.4% 30,664 $979K
Tidal Investments LLC 0.02% Add +25.6% 30,453 $972K
HighTower Advisors, LLC 0.00% Reduce -7.2% 29,883 $953K
MML Investors Services, LLC 0.00% Add +12.1% 29,631 $946K
Arbiter Partners Capital Management LLC 1.71% No change 29,500 $942K
M Holdings Securities, Inc. 0.16% Reduce -3.6% 29,352 $937K
Mutual of America Capital Management LLC 0.01% Reduce -1.6% 29,229 $933K
Intellectus Partners, LLC 0.25% Add +0.1% 29,098 $929K
Aigen Investment Management, LP 0.20% Add +85.5% 28,736 $918K
Mirabella Financial Services LLP 0.06% New 27,690 $884K
Sigma Planning Corp 0.03% Add +73.8% 27,286 $871K
Mariner, LLC 0.00% Add +3.6% 27,019 $863K
Handelsbanken Fonder AB 0.00% No change 26,800 $856K
Praxis Investment Management Inc. 0.06% No change 26,790 $855K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.3% 26,372 $842K
Wealthcare Advisory Partners LLC 0.03% Add +33.4% 26,088 $833K
Cresset Asset Management, LLC 0.00% Add +18.2% 26,067 $832K
Fifth Third Bancorp 0.00% Reduce -0.1% 25,921 $828K
Pinnacle Financial Partners Inc 0.02% Add +6.2% 25,822 $824K
Capital Investment Advisory Services, LLC 0.09% New 25,715 $821K
International Assets Investment Management, LLC 0.08% Reduce -6.9% 24,859 $786K
Deutsche Bank AG 0.00% Add +4.5% 24,334 $777K
Cornerstone Wealth Management, LLC 0.06% Add +10.2% 24,247 $774K
Vanguard Personalized Indexing Management, LLC 0.02% Add +6.7% 23,922 $764K
Brown Advisory Inc. 0.00% Add +73.7% 23,910 $763K
Corton Capital Inc. 0.27% Reduce -35.4% 23,244 $742K
Creative Planning 0.00% Reduce -18.2% 23,207 $741K
Great Lakes Advisors, LLC 0.01% Reduce -93.7% 23,098 $738K
First Heartland Consultants, Inc. 0.08% Add +57.4% 23,083 $737K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -30.5% 23,015 $735K
Guyasuta Investment Advisors Inc. 0.05% No change 27,000 $728K
TD Asset Management Inc 0.00% Reduce -77.3% 22,700 $725K
Neuberger Berman Group LLC 0.00% Reduce -3.7% 22,540 $720K
Nicholas Wealth, LLC. 0.54% Reduce -6.7% 21,925 $700K
Register Financial Advisors LLC 0.36% Add +32.7% 21,609 $690K
United Capital Financial Advisors, LLC 0.01% Reduce -10.0% 21,538 $688K
IMC-Chicago, LLC 0.02% Add +71.3% 21,475 $686K
Wbi Investments, LLC 0.14% New 21,399 $683K
OmniStar Financial Group, Inc. 0.61% Reduce -4.9% 20,872 $666K
Boit C F David 0.36% No change 23,990 $664K
Systematic Alpha Investments, LLC 0.03% No change 20,738 $662K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.1% 20,742 $662K
Wintrust Investments LLC 0.06% New 20,235 $646K
Southport Management, L.L.C. 2.35% New 20,000 $639K
Holocene Advisors, LP 0.00% Reduce -82.9% 19,876 $635K
Walleye Capital LLC 0.01% New 19,524 $623K
Jaffetilchin Investment Partners, LLC 0.06% New 19,257 $615K
1620 Investment Advisors, Inc. 0.61% New 19,027 $608K
HB Wealth Management, LLC 0.01% Add +8.9% 18,956 $605K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +71.8% 18,854 $602K
Quadrature Capital Ltd 0.01% Reduce -73.3% 18,792 $600K
AE Wealth Management LLC 0.01% Reduce -62.4% 18,693 $597K
MTM Investment Management, LLC 0.25% No change 18,612 $594K
Phillips Financial Management, LLC 0.05% Reduce -2.1% 18,598 $594K
Commerce Bank 0.00% Reduce -0.3% 18,491 $590K
Bessemer Group Inc. 0.00% Reduce -45.7% 18,265 $584K
BlackDiamond Wealth Management, LLC 0.42% Reduce -0.7% 18,289 $584K
Prelude Capital Management, LLC 0.04% Add +1.4% 18,153 $580K
Independent Advisor Alliance 0.02% Add +47.3% 18,044 $576K
Jacobi Capital Management LLC 0.05% Add +1.2% 17,897 $571K
Teacher Retirement System of Texas 0.00% Reduce -7.2% 17,354 $554K
Contravisory Investment Management, Inc. 0.12% New 17,321 $553K
Cim Investment Management Inc. 0.16% No change 17,257 $551K
Cowa, LLC 0.32% Add +41.0% 16,899 $540K
Prospera Financial Services Inc 0.02% Reduce -2.6% 16,541 $528K
Matisse Capital 0.25% No change 16,500 $527K
O'shaughnessy Asset Management, LLC 0.01% Add +0.2% 16,465 $526K
Arden Trust Co 0.07% Add +11.2% 16,336 $522K
Eubel Brady & Suttman Asset Management Inc. 0.07% No change 15,673 $500K
SpiderRock Advisors, LLC 0.02% — 18,325 $498K
Aquatic Capital Management LLC 0.02% Reduce -81.2% 15,500 $495K
Concurrent Investment Advisors, LLC 0.02% New 15,110 $482K
First Trust Direct Indexing L.P. 0.04% Add +0.9% 15,029 $480K
Gsa Capital Partners LLP 0.04% Reduce -85.8% 14,990 $479K
Point72 Asia (Singapore) Pte. Ltd. 0.12% New 14,713 $470K
Relative Value Partners Group, LLC 0.03% Reduce -0.6% 16,769 $460K
180 Wealth Advisors, LLC 0.08% Add +5.0% 14,243 $455K
Stephens Inc. 0.01% Add +80.5% 13,902 $444K
Holderness Investments Co. 0.11% Reduce -1.8% 13,688 $437K
State of Wisconsin Investment Board 0.00% Reduce -28.9% 13,502 $431K
Allianz Asset Management GmbH 0.00% Reduce -2.0% 13,298 $425K
Ieq Capital, LLC 0.01% Add +13.7% 12,767 $408K
Keybank National Association 0.00% Reduce -90.5% 12,606 $403K
Coldstream Capital Management Inc. 0.01% Add +1.3% 12,604 $402K
Cullinan Associates Inc. 0.02% No change 12,100 $386K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -10.7% 12,066 $385K
Ceeto Capital Group, LLC 0.16% No change 12,000 $383K
United Services Automobile Association 0.01% No change 11,935 $381K
Mercer Global Advisors Inc. 0.00% Add +19.6% 11,557 $369K
Pallas Capital Advisors LLC 0.02% Reduce -10.6% 11,493 $367K
Abel Hall, LLC 0.27% Add +0.1% 11,414 $364K
Innealta Capital, LLC 0.15% New 11,395 $364K
NorthRock Partners, LLC 0.01% Reduce -4.5% 11,292 $361K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.2% 11,252 $359K
Meridian Investment Counsel Inc. 0.12% No change 11,155 $356K
Chapin Davis, Inc. 0.13% No change 11,080 $354K
Forvis Mazars Wealth Advisors, LLC 0.01% New 11,069 $353K
Greenleaf Trust 0.00% Reduce -0.8% 10,984 $351K
Mill Capital Management, LLC 0.03% No change 10,944 $349K
Johnson Investment Counsel Inc. 0.00% Reduce -8.2% 10,908 $348K
Tiaa Trust, National Association 0.00% No change 10,905 $348K
Crossmark Global Holdings, Inc. 0.01% Add +5.9% 10,885 $348K
WINTON GROUP Ltd 0.02% Reduce -40.2% 10,799 $345K
Inceptionr LLC 0.09% New 10,412 $332K
Guggenheim Capital LLC 0.00% Reduce -4.2% 10,404 $332K
Blair William & Co. 0.00% Reduce -2.2% 10,339 $330K
Mirae Asset Global Investments Co., Ltd. 0.00% New 15,830 $329K
Benjamin F. Edwards & Company, Inc. 0.01% Add +1234.8% 10,265 $328K
PFG Investments, LLC 0.02% New 10,268 $328K
Investors Research Corp 0.08% Add +22.9% 10,207 $326K
Sweet Financial Partners, LLC 0.08% No change 10,200 $326K
Bridgefront Capital, LLC 0.25% New 10,153 $324K
Shay Capital LLC 0.09% New 10,000 $319K
Longfellow Investment Management Co. LLC 0.07% Reduce -52.0% 9,998 $319K
First Merchants Corp. 0.02% No change 9,987 $319K
Oracle Alpha Inc. 0.56% Reduce -37.8% 9,797 $313K
CIBC Private Wealth Group LLC 0.00% Reduce -0.3% 9,856 $311K
Leavell Investment Management, Inc. 0.02% No change 9,647 $308K
Holistic Financial Partners 0.16% No change 9,630 $307K
BOS Asset Management, LLC 0.16% Add +8.1% 9,608 $307K
Gateway Investment Advisers LLC 0.00% No change 9,592 $306K
American International Group, Inc. 0.00% Reduce -1.1% 9,392 $300K
Utah Retirement Systems 0.00% Reduce -1.1% 9,300 $297K
Cwm, LLC 0.00% Add +43.5% 9,195 $294K
Transcendent Capital Group LLC 0.17% Add +608.8% 9,200 $294K
Susquehanna Portfolio Strategies, LLC 0.01% No change 9,200 $294K
Ethic Inc. 0.01% New 9,069 $290K
SteelPeak Wealth, LLC 0.01% Add +3.8% 8,911 $285K
Security Financial Services, INC. 0.06% Add +0.3% 8,830 $282K
M&T Bank Corp 0.00% Reduce -10.2% 8,820 $282K
Brave Asset Management Inc. 0.07% Add +0.8% 8,716 $278K
Hilltop Holdings Inc. 0.03% Reduce -0.3% 8,684 $277K
Evergreen Capital Management LLC 0.01% No change 8,516 $272K
Dodge & Cox 0.00% Reduce -2.3% 8,500 $271K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -1.0% 8,391 $268K
Qsemble Capital Management, LP 0.06% Reduce -60.7% 8,321 $266K
Harvest Fund Management Co., Ltd 0.02% Add +172.2% 8,306 $265K
Glenmede Trust Co. NA 0.00% Reduce -19.6% 8,268 $264K
Concorde Asset Management, LLC 0.18% Reduce -3.6% 8,265 $264K
Steward Partners Investment Advisory, LLC 0.00% Add +0.4% 8,247 $263K
Plancorp, LLC 0.01% Add +1.5% 8,220 $262K
Old National Bancorp 0.01% Reduce -3.5% 8,177 $261K
Parallel Advisors, LLC 0.01% Add +2.6% 8,061 $257K
Xponance LLC 0.00% Add +0.9% 8,037 $257K
Bradley Foster & Sargent Inc. 0.00% No change 8,010 $256K
Provenance Wealth Advisors, LLC 0.04% No change 7,890 $252K
Impact Partnership Wealth, LLC 0.10% Reduce -13.9% 7,779 $248K
Prime Capital Investment Advisors, LLC 0.00% Reduce -25.2% 7,734 $247K
Sapient Capital LLC 0.01% No change 7,616 $243K
Leonteq Securities AG 0.03% Reduce -84.5% 7,495 $239K
Shelton Capital Management 0.01% Reduce -5.3% 7,479 $239K
Eads & Heald Wealth Management 0.11% New 7,147 $228K
Korea Investment CORP 0.00% No change 7,109 $227K
Meeder Asset Management Inc. 0.01% Add +12.7% 7,074 $226K
HighPoint Advisor Group LLC 0.02% Reduce -0.2% 7,565 $223K
North Star Investment Management Corp. 0.02% Add +22.9% 6,901 $220K
Valeo Financial Advisors, LLC 0.01% No change 7,615 $218K
Sage Rhino Capital LLC 0.05% New 6,816 $218K
Diversified Trust Co. 0.01% New 6,710 $214K
OneDigital Investment Advisors LLC 0.00% New 6,573 $210K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 6,567 $210K
Huntington National Bank 0.00% Add +0.3% 6,550 $209K
Sequoia Financial Advisors, LLC 0.00% New 6,498 $207K
Rothschild Investment LLC 0.01% No change 6,411 $205K
AlphaStar Capital Management, LLC 0.02% New 6,391 $204K
Sciencast Management LP 0.12% Reduce -73.1% 6,308 $201K
Sentry LLC 0.04% New 6,300 $201K
GAMMA Investing LLC 0.04% Reduce -0.4% 5,697 $182K
Signaturefd, LLC 0.00% Reduce -1.3% 5,368 $171K
AlphaQuest LLC 0.03% Reduce -69.8% 5,318 $170K
Delta Asset Management LLC 0.01% No change 5,136 $164K
Cutler Group LLC / CA 0.08% Reduce -57.2% 5,132 $163K
Parkside Financial Bank & Trust 0.02% Add +317.3% 4,569 $146K
Nomura Asset Management Co. Ltd. 0.00% Reduce -18.9% 4,330 $138K
KBC Group NV 0.00% Add +19.6% 4,337 $138K
Clearstead Advisors, LLC 0.01% Reduce -0.4% 4,592 $136K
Allworth Financial LP 0.00% Reduce -0.8% 4,203 $134K
State of Wyoming 0.02% Reduce -64.1% 4,202 $134K
MetLife Investment Management, LLC 0.00% Add +0.3% 3,944 $126K
Quadrant Capital Group LLC 0.01% Add +1.0% 3,634 $116K
Hexagon Capital Partners LLC 0.02% Reduce -24.9% 3,240 $103K
Bartlett & Co. Wealth Management LLC 0.00% Add +240.4% 3,115 $99K
Sandy Spring Bank 0.00% No change 2,794 $89K
Assetmark, Inc. 0.00% Reduce -14.8% 2,522 $81K
Anchor Investment Management, LLC 0.01% No change 2,495 $80K
Sugarloaf Wealth Management, LLC 0.02% Reduce -10.2% 2,409 $77K
Point72 Hong Kong Ltd 0.00% Reduce -95.4% 2,189 $70K
Federated Hermes, Inc. 0.00% Reduce -68.4% 2,187 $70K
Summit Securities Group LLC 0.03% New 2,000 $64K
DT Investment Partners, LLC 0.01% No change 2,000 $64K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,253 $64K
Gradient Investments LLC 0.00% Reduce -54.2% 1,865 $60K
Farther Finance Advisors, LLC 0.00% Reduce -15.9% 1,884 $60K
Versant Capital Management, Inc 0.02% Reduce -0.6% 1,808 $58K
EntryPoint Capital, LLC 0.05% Reduce -7.3% 1,712 $55K
Global Retirement Partners, LLC 0.00% Add +32.6% 1,667 $53K
Whittier Trust Co. of Nevada Inc. 0.00% Add +6.7% 1,617 $52K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,610 $51K
Abich Financial Wealth Management LLC 0.04% Add +49.9% 1,577 $50K
FinTrust Capital Advisors, LLC 0.01% Add +8.6% 1,518 $48K
Highlander Capital Management, LLC 0.02% No change 1,500 $48K
Continuum Advisory, LLC 0.01% New 1,553 $45K
Pathway Financial Advisers, LLC 0.02% Reduce -40.6% 1,415 $45K
Harbour Investments, Inc. 0.00% Reduce -83.3% 1,393 $44K
CVA Family Office, LLC 0.01% No change 1,375 $44K
Deseret Mutual Benefit Administrators 0.02% No change 1,373 $44K
Lindbrook Capital, LLC 0.00% No change 1,299 $41K
Cambridge Trust Co. 0.00% No change 1,280 $41K
Westend Capital Management, LLC 0.02% — 1,248 $40K
Allspring Global Investments Holdings, LLC 0.00% Add +249.4% 1,223 $39K
EverSource Wealth Advisors, LLC 0.00% Add +1.7% 1,417 $39K
Barrett & Company, Inc. 0.02% No change 1,200 $38K
Mather Group, Llc. 0.00% New 1,334 $36K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.2% 1,119 $36K
Quent Capital, LLC 0.00% Reduce -5.0% 1,095 $35K
Toth Financial Advisory Corp. 0.00% No change 1,095 $35K
HM Payson & Co. 0.00% Add +16.7% 1,046 $33K
Capital Advisors, Ltd. LLC 0.00% No change 1,025 $33K
Ameritas Investment Partners, Inc. 0.00% No change 1,000 $32K
Ancora Advisors LLC 0.00% No change 1,000 $32K
HHM Wealth Advisors, LLC 0.00% New 913 $29K
Laurel Wealth Advisors LLC 0.00% No change 852 $27K
Boyd Watterson Asset Management LLC 0.01% No change 850 $27K
Trust Co. of Vermont 0.00% New 800 $26K
Central Pacific Bank - Trust Division 0.00% — 780 $25K
Colonial Trust Advisors 0.00% New 755 $24K
Semmax Financial Advisors Inc. 0.01% Add +6541.7% 797 $24K
Riverview Trust Co 0.02% New 688 $22K
Carolinas Wealth Consulting LLC 0.00% Reduce -3.7% 650 $21K
Principal Securities, Inc. 0.00% Reduce -20.1% 568 $18K
M&R Capital Management Inc. 0.00% Add +1.3% 567 $18K
Valley National Advisers Inc. 0.00% Add +4.6% 570 $18K
Zions Bancorporation, N.A. 0.00% No change 537 $17K
Larson Financial Group LLC 0.00% Add +1.7% 533 $17K
Smartleaf Asset Management LLC 0.00% Reduce -55.2% 528 $17K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 500 $16K
Brown Brothers Harriman & Co. 0.00% Reduce -50.0% 500 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Add +34.4% 442 $14K
Covestor Ltd 0.01% Reduce -8.3% 454 $14K
Asset Dedication, LLC 0.00% No change 443 $14K
Armstrong Advisory Group, Inc. 0.00% No change 500 $13K
Oakworth Capital, Inc. 0.00% No change 414 $13K
Whittier Trust Co. 0.00% Reduce -20.0% 404 $13K
Avior Wealth Management, LLC 0.00% New 367 $12K
Venturi Wealth Management, LLC 0.00% New 360 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.6% 349 $11K
Lanark Financial, Inc. 0.00% No change 319 $11K
Tidemark, LLC 0.01% No change 335 $11K
First Horizon Advisors, Inc. 0.00% No change 317 $10K
Duncker Streett & Co. Inc. 0.00% No change 300 $10K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $10K
Atticus Wealth Management, LLC 0.00% Reduce -48.5% 250 $8K
Annapolis Financial Services, LLC 0.00% No change 250 $8K
Rakuten Securities, Inc. 0.00% Reduce -3.0% 229 $7K
Bokf, NA 0.00% Reduce -99.1% 225 $7K
Spire Wealth Management 0.00% Add +87.7% 214 $7K
PSI Advisors, LLC 0.00% Add +1.4% 211 $7K
Pacific Center for Financial Services 0.00% No change 210 $7K
Private Wealth Management Group, LLC 0.00% No change 204 $7K
ICA Group Wealth Management, LLC 0.00% Add +1.5% 202 $6K
Raleigh Capital Management Inc. 0.00% Add +207.7% 200 $6K
CENTRAL TRUST Co 0.00% No change 200 $6K
Jones Financial Companies LLLP 0.00% Reduce -50.0% 200 $6K
New Covenant Trust Company, N.A. 0.01% — 193 $6K
McIlrath & Eck, LLC 0.00% No change 185 $6K
UMB Bank, n.a. 0.00% Add +74.0% 174 $6K
Geneos Wealth Management Inc. 0.00% No change 173 $6K
Blue Trust, Inc. 0.00% Reduce -31.0% 169 $5K
Archer Investment Corp 0.00% No change 158 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.2% 143 $5K
Creative Financial Designs Inc. 0.00% No change 140 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 121 $4K
American Capital Advisory, LLC 0.00% No change 167 $4K
Prestige Wealth Management Group LLC 0.00% No change 117 $4K
TD Private Client Wealth LLC 0.00% No change 113 $4K
Farmers & Merchants Investments Inc. 0.00% Add +37.5% 110 $4K
Towne Trust Company, N.A 0.00% New 100 $3K
Key Financial Inc 0.00% No change 100 $3K
Hollencrest Capital Management 0.00% New 100 $3K
Private Trust Co. NA 0.00% No change 96 $3K
TruNorth Capital Management, LLC 0.00% — 83 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 83 $3K
JFS Wealth Advisors, LLC 0.00% Add +2.6% 80 $3K
ClariVest Asset Management LLC 0.00% No change 74 $2K
Piscataqua Savings Bank 0.00% No change 57 $2K
Carmichael Hill & Associates, Inc. 0.00% New 51 $2K
Manchester Capital Management LLC 0.00% Add +31.6% 50 $2K
Bell Investment Advisors, Inc 0.00% No change 48 $2K
New England Capital Financial Advisors LLC 0.00% No change 44 $1K
Fortitude Family Office, LLC 0.00% No change 42 $1K
Cherry Tree Wealth Management, LLC 0.00% New 37 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 36 $1K
Bruce G. Allen Investments, LLC 0.00% No change 32 $1K
Avion Wealth 0.00% No change 21 $1K
Concord Wealth Partners 0.00% No change 31 $990
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 30 $958
TFC Financial Management, Inc. 0.00% No change 29 $926
SOA Wealth Advisors, LLC. 0.00% No change 23 $743
MV Capital Management, Inc. 0.00% No change 19 $607
Financial Gravity Asset Management, Inc. 0.00% Reduce -98.3% 18 $570
Dunhill Financial, LLC 0.00% Add +16.7% 14 $453
Abound Wealth Management 0.00% No change 14 $448
Raffa Wealth Management, LLC 0.00% No change 13 $415
Sachetta, LLC 0.00% No change 13 $351
Wolff Wiese Magana LLC 0.00% No change 10 $320
Johnson Financial Group, Inc. 0.00% Reduce -83.3% 1 $32

"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.