Lincoln NationalLNC

13F holders, Q4 2024 (December 31)
558holders +26
53new positions
42sold out
10famous investors
$31.73avg. 13F price*

At the end of Q4 2024, 558 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 26 from Q3 2024. 53 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($606.4M), BlackRock, Inc. ($525.6M) and State Street Corp. ($205.3M). 10 famous investors held it, including Bill Miller (6.7% of Miller Value Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ray Dalio (0.1% of Bridgewater Associates'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions53$104.7M
Exits42$41.3M

All 13F filers, Q3 2024 → Q4 2024: 10,344,040 shares bought and 9,530,894 shares sold, net +813,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 558 holders

Vanguard Group Inc. 0.01% Reduce -2.2% 19,121,739 $606.4M
BlackRock, Inc. 0.01% Add +0.2% 16,576,739 $525.6M
State Street Corp. 0.01% Add +3.9% 6,473,499 $205.3M
Massachusetts Financial Services Co. 0.05% Reduce -0.1% 4,757,188 $150.9M
Morgan Stanley 0.01% Add +2.4% 3,891,654 $123.4M
Principal Financial Group Inc. 0.05% Reduce -5.0% 3,144,649 $99.7M
Dimensional Fund Advisors LP 0.02% Add +2.0% 2,876,319 $91.2M
Geode Capital Management, LLC 0.01% Reduce -17.6% 2,781,556 $88.2M
LSV Asset Management 0.18% Reduce -4.7% 2,450,396 $77.7M
Norges Bank 0.01% Add +5.0% 2,426,700 $77.0M
Northern Trust Corp. 0.01% Reduce -8.3% 2,419,607 $76.7M
HSBC Holdings PLC 0.04% Reduce -1.9% 2,229,945 $70.6M
Bank of New York Mellon Corp 0.01% Reduce -1.4% 2,088,833 $66.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 2,086,541 $66.2M
Two Sigma Advisers, LP 0.15% Reduce -11.7% 2,080,200 $66.0M
Citadel Advisors 0.06% Reduce -29.2% 1,950,502 $61.9M
Goldman Sachs Group Inc. 0.01% Add +17.3% 1,826,288 $57.9M
Hennessy Advisors Inc. 1.61% New 1,708,900 $54.2M
Invesco Ltd. 0.01% Reduce -10.2% 1,591,977 $50.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +84.9% 1,543,624 $48.9M
Balyasny Asset Management L.P. 0.11% Add +301.2% 1,522,195 $48.3M
Two Sigma Investments, LP 0.10% Reduce -26.1% 1,286,396 $40.8M
First Trust Advisors LP 0.04% Add +53.1% 1,258,512 $39.9M
UBS Group AG 0.01% Add +36.4% 1,132,505 $35.9M
Voloridge Investment Management, LLC 0.13% Add +4.6% 1,118,235 $35.5M
AQR Capital Management 0.05% Reduce -24.6% 1,106,703 $35.1M
Marshall Wace, LLP 0.04% Reduce -24.8% 1,071,094 $34.0M
Wells Fargo & Company 0.01% Reduce -2.7% 983,031 $31.2M
Bank of America Corp. 0.00% Reduce -16.1% 897,692 $28.5M
Victory Capital Management Inc. 0.03% Reduce -0.6% 820,506 $26.0M
LPL Financial LLC 0.01% Add +115.2% 741,330 $23.5M
Algebris (uk) Ltd. 5.93% Reduce -15.0% 698,792 $21.4M
Weiss Asset Management LP 0.64% New 658,134 $20.9M
Easterly Investment Partners LLC 1.60% Add +2.1% 641,305 $20.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.1% 593,901 $18.8M
Millennium Management 0.02% Add +209.7% 559,506 $17.7M
Ameriprise Financial Inc. 0.00% Reduce -12.6% 546,777 $17.3M
First Eagle Investment Management, LLC 0.04% Add +2.1% 531,100 $16.8M
Advisors Capital Management, LLC 0.27% Add +4.5% 531,023 $16.8M
Legal & General Group Plc 0.00% Reduce -5.4% 520,522 $16.5M
Miller Value Partners 6.69% Add +28.8% 493,685 $15.7M
Jupiter Asset Management Ltd. 0.13% Reduce -33.6% 429,732 $13.6M
Public Sector Pension Investment Board 0.06% Add +17.5% 424,408 $13.5M
Rhumbline Advisers 0.01% Reduce -1.8% 417,658 $13.2M
Cambria Investment Management, L.P. 0.78% Add +1.3% 405,925 $12.9M
Royal Bank of Canada 0.00% Add +1.5% 395,539 $12.5M
Bridgewater Associates 0.06% Add +87.5% 380,962 $12.1M
Twinbeech Capital LP 0.20% Add +51.4% 372,759 $11.8M
Citigroup Inc. 0.01% Reduce -6.7% 357,580 $11.3M
Swiss National Bank 0.01% Add +0.8% 334,700 $10.6M
JPMorgan Chase & Co. 0.00% Add +14.4% 330,755 $10.5M
Squarepoint Ops LLC 0.03% Reduce -38.9% 325,709 $10.3M
National Bank of Canada 0.01% Add +20127.5% 316,965 $10.1M
Nuveen Asset Management, LLC 0.00% Reduce -7.3% 315,254 $10.0M
Jane Street Group, LLC 0.02% Add +160.7% 307,512 $9.8M
Susquehanna Fundamental Investments, LLC 0.15% — 287,999 $9.1M
CHURCHILL MANAGEMENT Corp 0.10% Add +4.1% 286,286 $9.1M
Assenagon Asset Management S.A. 0.02% Reduce -53.5% 279,067 $8.8M
Algert Global LLC 0.20% Add +32.9% 266,344 $8.4M
California Public Employees Retirement System 0.01% Reduce -12.3% 266,051 $8.4M
Renaissance Technologies 0.01% Reduce -6.7% 264,874 $8.4M
Cubist Systematic Strategies, LLC 0.14% Add +43.8% 262,418 $8.3M
Raymond James Financial Inc. 0.00% — 257,186 $8.2M
Saba Capital Management, L.P. 0.20% Reduce -40.8% 252,740 $8.0M
Deutsche Bank AG 0.00% Add +158.7% 247,328 $7.8M
Macquarie Group Ltd. 0.01% Reduce -63.9% 247,216 $7.8M
Stifel Financial Corp. 0.01% Reduce -1.4% 235,703 $7.5M
FMR LLC 0.00% Reduce -2.9% 233,090 $7.4M
New York State Teachers Retirement System 0.01% Reduce -0.3% 223,909 $7.1M
Cordgrass Capital Advisors, LLC 2.02% No change 219,584 $7.0M
Engineers Gate Manager LP 0.12% Add +166.5% 219,432 $7.0M
Alliancebernstein L.P. 0.00% Add +24.8% 215,871 $6.8M
Hotchkis & Wiley Capital Management LLC 0.02% Add +11.6% 210,600 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.9% 209,425 $6.6M
Prudential Financial Inc. 0.01% Reduce -20.2% 201,630 $6.4M
Quantbot Technologies LP 0.23% Reduce -33.3% 199,950 $6.3M
CI Investments Inc. 0.02% Reduce -9.4% 197,757 $6.3M
Access Investment Management LLC 1.81% Reduce -2.5% 196,500 $6.2M
Canada Pension Plan Investment Board 0.01% New 195,600 $6.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -7.9% 180,759 $5.7M
Truist Financial Corp. 0.01% Reduce -5.6% 175,656 $5.6M
Bank of Nova Scotia 0.01% Reduce -12.1% 173,585 $5.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.1% 168,444 $5.3M
Icon Advisers Inc. 1.21% No change 167,225 $5.3M
Illinois Municipal Retirement Fund 0.07% Add +14.8% 164,071 $5.2M
HRT Financial LP 0.03% Reduce -43.4% 163,380 $5.2M
California State Teachers Retirement System 0.01% Reduce -3.0% 159,233 $5.0M
Kempner Capital Management Inc. 2.77% No change 158,906 $5.0M
Jump Financial, LLC 0.11% Reduce -35.6% 158,159 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -20.6% 157,809 $5.0M
BNP Paribas Financial Markets 0.00% Add +5.1% 157,180 $5.0M
Sei Investments Co. 0.01% Reduce -0.1% 156,103 $5.0M
Man Group plc 0.02% Reduce -46.1% 154,983 $4.9M
Kennedy Capital Management LLC 0.11% Add +8.5% 154,876 $4.9M
Allspring Global Investments Holdings, LLC 0.01% Add +53.9% 152,187 $4.8M
Jefferies Financial Group Inc. 0.06% Add +594.2% 152,727 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -14.3% 151,313 $4.8M
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 149,986 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +68.9% 139,362 $4.4M
Thrivent Financial for Lutherans 0.01% Reduce -1.5% 131,969 $4.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +106.4% 131,900 $4.2M
Loudon Investment Management, LLC 2.32% Add +0.2% 128,549 $4.1M
Tudor Investment Corporation 0.04% Reduce -7.2% 125,748 $4.0M
Caisse Des Depots Et Consignations 0.19% — 119,079 $3.8M
Amundi 0.00% Add +92.0% 119,294 $3.7M
Barclays PLC 0.00% Reduce -27.8% 117,343 $3.7M
Brandywine Global Investment Management, LLC 0.03% Reduce -4.5% 115,562 $3.7M
New Vernon Investment Management LLC 4.83% Reduce -84.5% 17,221 $3.7M
Commonwealth Equity Services, LLC 0.01% Add +2.8% 113,727 $3.6M
Bessemer Group Inc. 0.01% Add +0.2% 112,795 $3.6M
State of Tennessee, Department of Treasury 0.01% Add +7.8% 106,896 $3.4M
Comerica Bank 0.01% Reduce -1.6% 104,859 $3.3M
Waterloo Capital, L.P. 0.34% Add +5.4% 102,679 $3.3M
Voya Investment Management LLC 0.00% Add +68.8% 102,379 $3.2M
Franklin Resources Inc. 0.00% Add +6.1% 101,511 $3.2M
Osaic Holdings, Inc. 0.01% Reduce -0.8% 101,336 $3.2M
CW Advisors, LLC 0.04% Reduce -50.2% 100,805 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +11.4% 100,774 $3.2M
RK Asset Management, LLC 2.60% Reduce -2.0% 100,121 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 98,873 $3.1M
Schroder Investment Management Group 0.00% Reduce -11.0% 98,679 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -11.0% 97,551 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -0.3% 96,810 $3.1M
Alaska Permanent Fund Corp 0.05% No change 96,633 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 96,000 $3.0M
Jaffetilchin Investment Partners, LLC 0.22% New 95,807 $3.0M
Quantinno Capital Management LP 0.03% Reduce -1.5% 95,523 $3.0M
South Dakota Investment Council 0.06% No change 93,907 $3.0M
Verition Fund Management LLC 0.02% Add +21.5% 91,984 $2.9M
New York State Common Retirement Fund 0.00% Reduce -6.7% 90,118 $2.9M
Waters Parkerson & Co., LLC 0.15% Reduce -27.4% 88,105 $2.8M
Collar Capital Management, LLC 2.31% — 87,586 $2.8M
Cantor Fitzgerald Investment Advisors L.P. 0.19% Add +1.2% 85,832 $2.7M
KBC Group NV 0.01% Add +1518.0% 85,736 $2.7M
Capital Fund Management S.A. 0.03% Reduce -41.0% 83,580 $2.7M
Hedeker Wealth, LLC 0.66% Add +2.5% 83,464 $2.6M
Louisiana State Employees Retirement System 0.05% No change 82,300 $2.6M
Interval Partners, LP 0.07% Add +153.7% 81,986 $2.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -29.1% 75,187 $2.4M
Treasurer of the State of North Carolina 0.01% Add +0.6% 74,806 $2.4M
Exchange Traded Concepts, LLC 0.05% New 74,359 $2.4M
Janus Henderson Group PLC 0.00% No change 74,300 $2.4M
Brevan Howard Capital Management LP 0.06% Add +329.2% 73,639 $2.3M
Sciencast Management LP 0.62% Add +92.8% 71,134 $2.3M
Keystone Financial Group 0.22% Add +462.6% 59,555 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -2.1% 69,851 $2.2M
Maryland State Retirement & Pension System 0.05% Reduce -0.2% 67,069 $2.1M
Woodstock Corp. 0.20% Reduce -5.0% 66,793 $2.1M
Nisa Investment Advisors, LLC 0.01% Add +19.5% 64,658 $2.1M
Unison Advisors LLC 0.24% Add +1.4% 64,193 $2.0M
Advisory Services Network, LLC 0.04% Reduce -4.2% 63,345 $2.0M
Public Employees Retirement System of Ohio 0.01% Reduce -6.3% 62,365 $2.0M
Naples Global Advisors, LLC 0.18% Add +0.2% 62,305 $2.0M
State of New Jersey Common Pension Fund D 0.01% No change 61,774 $2.0M
STRS Ohio 0.01% Add +19.4% 61,353 $1.9M
Kestra Advisory Services, LLC 0.01% Add +50.5% 61,097 $1.9M
Cetera Investment Advisers 0.00% Reduce -9.7% 60,595 $1.9M
Danske Bank A/S 0.01% Add +262.8% 57,789 $1.8M
Allen Wealth Management, LLC 1.29% Add +8.6% 56,693 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +17.4% 54,990 $1.7M
CIBC Asset Management Inc 0.01% Reduce -6.2% 54,462 $1.7M
Aquatic Capital Management LLC 0.05% Add +1.8% 54,163 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 53,673 $1.7M
Beacon Pointe Advisors, LLC 0.02% Add +11.1% 53,542 $1.7M
Amalgamated Bank 0.01% Reduce 0.0% 53,221 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 53,158 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -8.6% 50,950 $1.6M
Arizona State Retirement System 0.01% Add +0.9% 49,394 $1.6M
Sanctuary Advisors, LLC 0.01% Reduce -20.2% 43,707 $1.5M
Cerity Partners LLC 0.00% Reduce -17.6% 48,662 $1.5M
American Century Companies Inc. 0.00% Add +0.3% 48,513 $1.5M
Bank of Montreal 0.00% Reduce -85.2% 48,105 $1.5M
Natixis Advisors, LLC 0.00% Add +53.2% 47,957 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% — 46,687 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +22.8% 45,690 $1.4M
Private Advisor Group, LLC 0.01% Add +3.5% 45,398 $1.4M
NewEdge Advisors, LLC 0.01% Add +11.4% 44,820 $1.4M
New Century Financial Group, LLC 0.59% Add +1.6% 43,119 $1.4M
Benjamin Edwards Inc. 0.02% Add +22.1% 43,324 $1.4M
International Assets Investment Management, LLC 0.11% Add +37.5% 42,157 $1.3M
US Bancorp \de 0.00% Reduce -2.0% 41,423 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 41,193 $1.3M
Teacher Retirement System of Texas 0.00% Add +84.2% 41,114 $1.3M
Insight Inv LLC 0.91% Add +4.0% 41,110 $1.3M
Royce & Associates LP 0.01% Add +8.0% 40,287 $1.3M
Captrust Financial Advisors 0.00% Reduce -7.2% 40,215 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.9% 40,113 $1.3M
Oregon Public Employees Retirement Fund 0.02% No change 40,107 $1.3M
Trust Investment Advisors 0.80% Add +8.2% 39,707 $1.3M
Qsemble Capital Management, LP 0.16% Add +137.8% 39,055 $1.2M
Todd Asset Management LLC 0.03% No change 38,434 $1.2M
Corient Private Wealth LP 0.00% Reduce -44.8% 38,152 $1.2M
Ellis Investment Partners, LLC 0.24% Reduce -0.0% 37,960 $1.2M
Mackenzie Financial Corp. 0.00% Add +204.0% 37,888 $1.2M
Greenwood Capital Associates LLC 0.16% Reduce -1.8% 37,539 $1.2M
Capital Investment Advisory Services, LLC 0.11% Add +3.7% 37,502 $1.2M
Ted Buchan & Co 0.55% Reduce -1.4% 36,925 $1.2M
Mork Capital Management, LLC 0.77% No change 36,680 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.0% 36,366 $1.2M
Holocene Advisors, LP 0.00% Reduce -74.0% 35,767 $1.1M
KLP Kapitalforvaltning As 0.01% — 35,300 $1.1M
Handelsbanken Fonder AB 0.00% Add +30.2% 34,900 $1.1M
SG Americas Securities, LLC 0.00% New 34,506 $1.1M
Pictet Asset Management Holding SA 0.00% Add +0.4% 34,217 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +21.9% 34,178 $1.1M
Range Financial Group LLC 0.50% New 33,902 $1.1M
HighTower Advisors, LLC 0.00% Add +22.6% 32,844 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -7.3% 32,449 $1.0M
Keynote Financial Services LLC 0.78% Reduce -4.8% 31,866 $1.0M
Birmingham Capital Management Co. Inc. 0.37% No change 31,600 $1.0M
IMC-Chicago, LLC 0.03% New 31,490 $999K
Sterling Capital Management LLC 0.01% Add +88.7% 31,232 $990K
Gsa Capital Partners LLP 0.07% Reduce -53.2% 31,213 $990K
Savant Capital, LLC 0.01% Reduce -7.7% 30,123 $955K
Cornerstone Wealth Management, LLC 0.06% Add +4.0% 30,109 $955K
Shay Capital LLC 0.23% New 30,000 $951K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.9% 29,667 $941K
Wealthcare Advisory Partners LLC 0.03% Add +2.1% 29,431 $933K
M Holdings Securities, Inc. 0.15% New 29,068 $922K
Mariner, LLC 0.00% Add +2.0% 28,934 $917K
Fox Run Management, L.L.C. 0.17% New 28,844 $915K
Russell Investments Group, Ltd. 0.00% Reduce -37.6% 28,591 $906K
O'shaughnessy Asset Management, LLC 0.01% Reduce -47.8% 28,454 $902K
Jain Global LLC 0.03% — 28,393 $900K
Lecap Asset Management Ltd. 0.24% New 27,530 $873K
Sigma Planning Corp 0.03% Reduce -0.9% 27,516 $873K
DAVENPORT & Co LLC 0.01% Add +8.6% 27,300 $866K
Jones Financial Companies LLLP 0.00% Add +93.2% 27,244 $864K
Simplex Trading, LLC 0.02% New 27,076 $858K
NorthCoast Asset Management LLC 0.00% Reduce -3.4% 26,420 $838K
Mutual of America Capital Management LLC 0.01% Add +0.8% 25,804 $818K
Tower Research Capital LLC (TRC) 0.02% Add +498.4% 24,716 $784K
D.A. Davidson & Co. 0.01% Reduce -10.0% 24,698 $783K
Nicholas Wealth, LLC. 0.42% Add +20.0% 25,238 $776K
iSAM Funds (UK) Ltd 0.58% Add +105.2% 24,467 $776K
Bearing Point Capital, LLC 0.16% — 24,350 $772K
Pinnacle Financial Partners Inc 0.02% No change 24,322 $771K
Fifth Third Bancorp 0.00% Reduce -1.5% 24,001 $761K
Boit C F David 0.38% No change 23,990 $761K
Creative Planning 0.00% Add +9.0% 23,902 $758K
Versor Investments LP 0.13% Add +190.9% 23,900 $758K
New Age Alpha Advisors, LLC 0.03% New 23,508 $745K
HB Wealth Management, LLC 0.01% Add +15.4% 22,150 $702K
AlphaQuest LLC 0.09% Add +188.3% 21,829 $692K
Neuberger Berman Group LLC 0.00% Reduce -3.8% 21,701 $688K
Phillips Financial Management, LLC 0.05% Add +10.5% 21,530 $683K
MML Investors Services, LLC 0.00% Reduce -5.3% 21,506 $682K
Independent Advisor Alliance 0.01% Add +0.5% 21,054 $668K
Hussman Strategic Advisors, Inc. 0.20% New 21,000 $666K
Cullinan Associates Inc. 0.04% No change 20,800 $660K
Systematic Alpha Investments, LLC 0.02% No change 20,738 $658K
OmniStar Financial Group, Inc. 0.53% Add +0.5% 20,651 $655K
Tidal Investments LLC 0.01% Add +22.8% 20,544 $651K
Register Financial Advisors LLC 0.33% Reduce -11.2% 20,540 $651K
Walleye Trading LLC 0.01% Reduce -79.5% 19,919 $632K
1620 Investment Advisors, Inc. 0.48% Add +0.3% 19,437 $616K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -1.9% 19,277 $611K
Virtu Financial LLC 0.03% Add +47.0% 19,110 $606K
AE Wealth Management LLC 0.01% Reduce -6.6% 19,074 $605K
Cowa, LLC 0.29% Add +0.6% 19,059 $604K
Axq Capital, LP 0.27% Reduce -63.5% 18,949 $601K
MTM Investment Management, LLC 0.23% No change 18,612 $590K
Cornercap Investment Counsel Inc. 0.19% No change 18,582 $589K
Kingsview Wealth Management, LLC 0.01% Reduce -1.2% 18,233 $578K
Commerce Bank 0.00% Reduce -1.2% 18,211 $577K
Summit Securities Group LLC 0.21% New 18,000 $571K
Public Employees Retirement Association of Colorado 0.00% No change 17,968 $570K
Signaturefd, LLC 0.01% Reduce -14.7% 17,755 $563K
Oppenheimer & Co. Inc. 0.01% Reduce -48.6% 17,672 $560K
DMC Group, LLC 0.45% New 17,499 $555K
United Capital Financial Advisors, LLC 0.00% Reduce -6.4% 17,440 $553K
Triasima Portfolio Management inc. 0.11% Add +4.2% 17,224 $546K
Contravisory Investment Management, Inc. 0.12% Add +0.1% 17,019 $540K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.0% 16,990 $539K
GMO 0.00% Add +16.3% 16,979 $538K
Prospera Financial Services Inc 0.01% Reduce -1.0% 16,925 $537K
Group One Trading LLC 0.02% New 16,867 $535K
Cim Investment Management Inc. 0.15% Reduce -0.1% 16,687 $529K
Cwm, LLC 0.00% Add +8.2% 16,101 $511K
Storebrand Asset Management As 0.00% Reduce -80.8% 16,072 $510K
Huntleigh Advisors, Inc. 0.11% — 15,968 $506K
Jacobi Capital Management LLC 0.04% Add +0.3% 15,933 $505K
BlackDiamond Wealth Management, LLC 0.29% Reduce -2.1% 15,908 $504K
State of Wisconsin Investment Board 0.00% Add +10.7% 15,870 $503K
Numerai GP LLC 0.14% No change 15,772 $500K
Eubel Brady & Suttman Asset Management Inc. 0.07% No change 15,673 $497K
Choreo, LLC 0.01% Reduce -10.2% 15,666 $494K
Aigen Investment Management, LP 0.09% Reduce -9.2% 15,519 $492K
Holderness Investments Co. 0.11% Reduce -2.5% 15,326 $486K
D. E. Shaw & Co. 0.00% Reduce -64.2% 15,319 $486K
Kentucky Retirement Systems Insurance Trust Fund 0.08% New 9,290 $480K
180 Wealth Advisors, LLC 0.07% Add +0.1% 15,005 $476K
Guyasuta Investment Advisors Inc. 0.03% No change 15,000 $476K
Intellectus Partners, LLC 0.11% Reduce -42.5% 14,980 $475K
Cibc World Market Inc. 0.00% New 14,520 $460K
Guggenheim Capital LLC 0.00% Add +33.5% 14,356 $455K
Petrus Trust Company, LTA 0.04% Reduce -45.6% 14,295 $453K
Empowered Funds, LLC 0.01% New 14,179 $450K
Focus Partners Wealth 0.00% New 14,044 $445K
Cresset Asset Management, LLC 0.00% Reduce -70.9% 13,938 $442K
Stephens Inc. 0.01% Reduce -5.4% 13,902 $441K
Altus Wealth Group LLC 0.19% Reduce -1.7% 13,610 $432K
Corton Capital Inc. 0.25% New 13,590 $431K
Matisse Capital 0.22% No change 13,500 $428K
Farther Finance Advisors, LLC 0.02% Reduce -0.2% 13,423 $426K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.3% 13,364 $424K
Concurrent Investment Advisors, LLC 0.01% Reduce -6.1% 13,197 $418K
Atria Wealth Solutions, Inc. 0.00% Reduce -34.1% 13,131 $416K
Tiaa Trust, National Association 0.00% Add +1.0% 12,924 $410K
Brown Advisory Inc. 0.00% Reduce -0.2% 12,786 $405K
Ceeto Capital Group, LLC 0.14% No change 12,000 $381K
Walleye Capital LLC 0.00% Reduce -72.3% 11,916 $378K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -9.7% 11,804 $374K
Kestra Investment Management, LLC 0.01% Reduce -4.1% 11,743 $372K
Gotham Asset Management 0.00% Add +4.7% 11,720 $372K
Abel Hall, LLC 0.23% Add +0.0% 11,462 $363K
United Services Automobile Association 0.01% No change 11,459 $363K
State of Wyoming 0.05% Add +44.1% 11,325 $359K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.1% 11,199 $355K
Chapin Davis, Inc. 0.11% No change 11,080 $349K
Prelude Capital Management, LLC 0.03% No change 11,000 $349K
Johnson Investment Counsel Inc. 0.00% Add +0.5% 10,958 $347K
Blair William & Co. 0.00% Reduce -0.8% 10,884 $345K
Ethic Inc. 0.01% Add +18.4% 10,739 $341K
Greenleaf Trust 0.00% Reduce -1.3% 10,664 $338K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 10,582 $335K
EP Wealth Advisors, LLC 0.00% Add +16.7% 10,539 $334K
BOS Asset Management, LLC 0.12% Reduce -0.3% 10,531 $334K
OneDigital Investment Advisors LLC 0.00% Reduce -7.1% 10,512 $333K
Occudo Quantitative Strategies LP 0.06% New 10,363 $329K
Avantax Advisory Services, Inc. 0.00% Reduce -3.4% 10,346 $328K
Mill Capital Management, LLC 0.03% No change 10,244 $325K
HighPoint Advisor Group LLC 0.02% Add +3.2% 8,460 $325K
Daymark Wealth Partners, LLC 0.01% New 10,213 $324K
Investors Research Corp 0.07% No change 10,207 $324K
Campbell & CO Investment Adviser LLC 0.02% New 10,183 $323K
Coldstream Capital Management Inc. 0.01% Reduce -13.8% 10,141 $322K
NorthRock Partners, LLC 0.01% Reduce -3.5% 9,877 $313K
Capula Management Ltd 0.00% New 9,791 $310K
Gateway Investment Advisers LLC 0.00% Reduce -2.4% 9,779 $310K
Pallas Capital Advisors LLC 0.01% Reduce -9.7% 9,775 $310K
Valeo Financial Advisors, LLC 0.01% Add +26.5% 9,631 $305K
Holistic Financial Partners 0.15% No change 9,630 $305K
Meridian Investment Counsel Inc. 0.09% Reduce -10.7% 9,562 $303K
Longfellow Investment Management Co. LLC 0.08% Reduce -6.0% 9,517 $302K
Paragon Capital Management Ltd 0.06% Reduce -1.1% 9,406 $298K
Utah Retirement Systems 0.00% No change 9,300 $295K
Mercer Global Advisors Inc. 0.00% Add +5.9% 9,236 $293K
Bridgefront Capital, LLC 0.10% New 9,203 $292K
Westhampton Capital, LLC 0.15% New 9,090 $288K
Leavell Investment Management, Inc. 0.01% No change 9,047 $287K
Western Wealth Management, LLC 0.02% New 9,033 $286K
Strategic Blueprint, LLC 0.02% Reduce -7.0% 8,935 $283K
Wedmont Private Capital 0.01% Add +0.2% 9,406 $283K
Brave Asset Management Inc. 0.09% No change 8,836 $280K
Glenmede Trust Co. NA 0.00% Reduce -23.1% 8,810 $279K
CIBC Private Wealth Group LLC 0.00% No change 8,833 $277K
Security Financial Services, INC. 0.06% Add +0.2% 8,748 $277K
Vinva Investment Management Ltd 0.01% New 5,443 $276K
Carson Advisory Inc. 0.19% New 8,700 $276K
Hilltop Holdings Inc. 0.02% Reduce -2.2% 8,677 $275K
Evergreen Capital Management LLC 0.01% No change 8,516 $270K
Steward Partners Investment Advisory, LLC 0.00% Add +2.9% 8,449 $268K
HFG Advisors, Inc. 0.23% New 8,360 $265K
Old National Bancorp 0.01% Reduce -1.5% 8,286 $263K
Parallel Advisors, LLC 0.01% Add +1.8% 8,268 $262K
Plancorp, LLC 0.01% Add +0.1% 8,247 $262K
M&T Bank Corp 0.00% Reduce -1.7% 8,190 $260K
Entropy Technologies, LP 0.03% Reduce -68.4% 8,121 $258K
Keybank National Association 0.00% Reduce -35.6% 8,087 $256K
Bradley Foster & Sargent Inc. 0.00% No change 8,010 $254K
Xponance LLC 0.00% Add +21.4% 7,973 $253K
Sage Rhino Capital LLC 0.06% Reduce -1.9% 7,950 $252K
Provenance Wealth Advisors, LLC 0.03% No change 7,890 $250K
Magnetar Financial LLC 0.01% New 7,861 $249K
Atria Investments, Inc 0.00% New 7,852 $249K
Teza Capital Management LLC 0.04% Reduce -79.9% 7,676 $243K
Sapient Capital LLC 0.00% No change 7,616 $242K
Kestra Private Wealth Services, LLC 0.00% New 7,510 $238K
EntryPoint Capital, LLC 0.10% New 7,497 $238K
Smith Chas P & Associates Pa Cpas 0.01% New 7,484 $237K
Allianz Asset Management GmbH 0.00% Reduce -2.7% 7,472 $237K
First Merchants Corp. 0.01% Add +1.0% 7,374 $234K
Salem Investment Counselors Inc. 0.01% No change 7,365 $234K
Eads & Heald Wealth Management 0.11% Reduce -1.7% 7,360 $233K
PFG Investments, LLC 0.01% Reduce -55.2% 7,346 $233K
PEAK6 LLC 0.01% — 7,306 $232K
Berger Financial Group, Inc 0.02% Reduce -2.2% 7,283 $231K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -91.6% 7,208 $229K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.0% 7,202 $228K
Corebridge Financial, Inc. 0.00% Reduce -9.7% 7,187 $228K
Roman Butler Fullerton & Co. 0.07% Add +5.5% 6,610 $224K
Toronto Dominion Bank 0.00% Reduce -79.0% 7,000 $222K
Baader Bank Aktiengesellschaft 0.02% Reduce -1.3% 7,000 $222K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -12.3% 6,888 $218K
Great Lakes Advisors, LLC 0.00% Reduce -30.7% 6,757 $214K
SYM FINANCIAL Corp 0.03% Reduce -11.1% 6,754 $214K
Wood Tarver Financial Group, LLC 0.07% — 6,758 $214K
GAMMA Investing LLC 0.02% Add +9.1% 6,696 $212K
Shelton Capital Management 0.01% Reduce -6.6% 6,646 $211K
Roehl & Yi Investment Advisors, LLC 0.12% — 6,614 $210K
Ieq Capital, LLC 0.00% Reduce -64.5% 6,588 $209K
Rothschild Investment LLC 0.01% No change 6,486 $206K
Diversified Trust Co. 0.01% Reduce -6.4% 6,455 $205K
Point72 (DIFC) Ltd 0.02% Add +1246.6% 6,450 $205K
OneAscent Financial Services LLC 0.02% New 6,434 $204K
Praxis Investment Management Inc. 0.01% Reduce -76.1% 6,410 $203K
Diversify Advisory Services, LLC 0.01% New 6,751 $203K
Barr E S & Co. 0.01% Reduce -3.5% 6,400 $203K
Meeder Advisory Services, Inc. 0.01% Reduce -1.9% 6,363 $202K
Apollon Wealth Management, LLC 0.00% Reduce -1.8% 6,320 $200K
Assetmark, Inc. 0.00% Reduce -0.2% 5,880 $186K
North Star Investment Management Corp. 0.01% No change 5,615 $178K
Allworth Financial LP 0.00% Reduce -0.9% 5,122 $169K
IFP Advisors, Inc 0.01% Reduce -83.2% 5,034 $162K
Delta Asset Management LLC 0.01% No change 5,000 $159K
Huntington National Bank 0.00% Add +1.2% 4,951 $157K
Quadrant Capital Group LLC 0.01% Reduce -0.6% 4,340 $138K
Nomura Asset Management Co. Ltd. 0.00% No change 4,330 $137K
Parallax Volatility Advisers, L.P. 0.00% New 4,150 $132K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,000 $127K
Smartleaf Asset Management LLC 0.01% Add +112.5% 3,912 $123K
FNY Investment Advisers, LLC 0.06% New 3,900 $123K
Lazard Asset Management LLC 0.00% Add +18466.7% 3,899 $123K
Hexagon Capital Partners LLC 0.02% Reduce -0.1% 3,498 $111K
Leonteq Securities AG 0.01% Add +27.8% 3,271 $104K
MetLife Investment Management, LLC 0.00% Add +0.3% 2,988 $95K
Vision Financial Markets LLC 0.10% — 2,800 $89K
Sandy Spring Bank 0.00% No change 2,794 $89K
Clearstead Advisors, LLC 0.00% Add +0.2% 2,598 $82K
Anchor Investment Management, LLC 0.01% No change 2,495 $79K
Westend Capital Management, LLC 0.02% Add +121.7% 2,323 $74K
Versant Capital Management, Inc 0.01% Add +20.2% 2,104 $67K
Venturi Wealth Management, LLC 0.00% Reduce -3.4% 2,012 $64K
MAI Capital Management 0.00% New 1,949 $62K
Caitong International Asset Management Co., Ltd 0.06% — 1,782 $57K
Sugarloaf Wealth Management, LLC 0.01% Add +0.6% 1,778 $56K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,653 $56K
DT Investment Partners, LLC 0.00% No change 1,736 $55K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,718 $54K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,610 $51K
Crews Bank & Trust 0.01% — 1,600 $51K
Hillsdale Investment Management Inc. 0.00% Add +30.4% 1,500 $48K
Ameritas Investment Partners, Inc. 0.00% No change 1,500 $48K
Continuum Advisory, LLC 0.01% No change 1,473 $47K
Global Retirement Partners, LLC 0.00% Reduce -9.8% 1,392 $44K
CVA Family Office, LLC 0.01% No change 1,375 $44K
Mather Group, Llc. 0.00% Reduce -2.5% 1,307 $41K
Painted Porch Advisors LLC 0.02% No change 1,300 $41K
Lindbrook Capital, LLC 0.00% No change 1,294 $41K
Eastern Bank 0.00% No change 1,280 $41K
Harbour Investments, Inc. 0.00% No change 1,263 $40K
Aster Capital Management (DIFC) Ltd 0.02% Add +182.2% 1,250 $40K
Barrett & Company, Inc. 0.02% No change 1,200 $38K
Federated Hermes, Inc. 0.00% Reduce -15.2% 1,181 $37K
EverSource Wealth Advisors, LLC 0.00% Reduce -16.2% 1,177 $37K
SBI Securities Co., Ltd. 0.00% — 1,133 $36K
Headlands Technologies LLC 0.00% New 1,112 $35K
Quent Capital, LLC 0.00% Reduce -1.1% 1,105 $35K
Transcendent Capital Group LLC 0.02% No change 1,084 $34K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.9% 1,019 $34K
Parkside Financial Bank & Trust 0.00% No change 1,052 $33K
Capital Advisors, Ltd. LLC 0.00% No change 1,025 $33K
Ancora Advisors LLC 0.00% No change 1,000 $32K
Adirondack Trust Co. 0.01% No change 1,000 $32K
Kapitalo Investimentos Ltda 0.02% New 996 $32K
NBT Bank, N.A. 0.00% No change 960 $30K
HM Payson & Co. 0.00% No change 941 $30K
HHM Wealth Advisors, LLC 0.00% No change 913 $29K
Laurel Wealth Advisors LLC 0.00% No change 852 $27K
Boyd Watterson Asset Management LLC 0.01% No change 850 $27K
Carolinas Wealth Consulting LLC 0.01% No change 850 $27K
Wintrust Investments LLC 0.02% Reduce -74.5% 823 $26K
Trust Co. of Vermont 0.00% Reduce -1.1% 800 $25K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -79.3% 789 $25K
Deseret Mutual Benefit Administrators 0.01% Reduce -17.2% 789 $25K
Central Pacific Bank - Trust Division 0.00% No change 780 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 750 $24K
Riverview Trust Co 0.02% No change 688 $22K
R Squared Ltd 0.02% — 670 $21K
Brooklyn Investment Group 0.01% Add +115.0% 632 $20K
Private Trust Co. NA 0.00% No change 596 $19K
Larson Financial Group LLC 0.00% Reduce -47.1% 574 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.4% 569 $18K
Whittier Trust Co. 0.00% Reduce -31.9% 569 $18K
Principal Securities, Inc. 0.00% Add +13.2% 532 $17K
UMB Bank, n.a. 0.00% No change 530 $17K
Point72 Hong Kong Ltd 0.00% Reduce -79.5% 524 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 500 $16K
Cromwell Holdings LLC 0.01% No change 499 $16K
Atlas Capital Advisors Inc. 0.00% Reduce -75.9% 471 $15K
Arax Advisory Partners 0.00% Reduce -56.1% 446 $14K
Covestor Ltd 0.01% Add +6.3% 452 $14K
Semmax Financial Advisors Inc. 0.00% No change 342 $13K
Oakworth Capital, Inc. 0.00% No change 414 $13K
Putney Financial Group LLC 0.01% — 400 $13K
Geneos Wealth Management Inc. 0.00% Add +65.5% 379 $12K
Horizon Investments, LLC 0.00% New 376 $12K
Tidemark, LLC 0.00% No change 335 $11K
Blue Trust, Inc. 0.00% Reduce -70.0% 322 $10K
Crowley Wealth Management, Inc. 0.01% — 300 $10K
Rakuten Securities, Inc. 0.00% Add +28.2% 268 $8K
Hemington Wealth Management 0.00% Add +21.9% 234 $7K
PSI Advisors, LLC 0.00% Add +0.9% 220 $7K
Pacific Center for Financial Services 0.00% No change 210 $7K
Bell Investment Advisors, Inc 0.00% Add +100.0% 208 $7K
Private Wealth Management Group, LLC 0.00% Reduce -0.5% 204 $6K
McIlrath & Eck, LLC 0.00% No change 185 $6K
Quarry LP 0.00% Reduce -93.5% 181 $6K
Physician Wealth Advisors, Inc. 0.00% New 175 $6K
Manchester Capital Management LLC 0.00% No change 171 $5K
American Capital Advisory, LLC 0.00% No change 167 $5K
Raleigh Capital Management Inc. 0.00% Reduce -13.2% 165 $5K
Archer Investment Corp 0.00% No change 158 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 157 $5K
Hollencrest Capital Management 0.00% Add +0.7% 155 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 143 $5K
Creative Financial Designs Inc. 0.00% No change 140 $4K
Strategic Investment Solutions, Inc. 0.00% No change 136 $4K
High Note Wealth, LLC 0.00% New 129 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 121 $4K
Anfield Capital Management, LLC 0.00% No change 121 $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% No change 110 $3K
CENTRAL TRUST Co 0.00% No change 107 $3K
First Horizon Advisors, Inc. 0.00% No change 106 $3K
JFS Wealth Advisors, LLC 0.00% Add +12.2% 101 $3K
Key Financial Inc 0.00% No change 100 $3K
Natixis 0.00% Reduce -2.0% 100 $3K
TruNorth Capital Management, LLC 0.00% No change 83 $3K
Grove Bank & Trust 0.00% Add +84.1% 81 $3K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
Bruce G. Allen Investments, LLC 0.00% No change 57 $2K
Legend Financial Advisors, Inc. 0.00% New 51 $2K
New England Capital Financial Advisors LLC 0.00% Add +2.2% 46 $1K
Fortitude Family Office, LLC 0.00% No change 42 $1K
Albion Financial Group 0.00% New 37 $1K
Whipplewood Advisors, LLC 0.00% — 36 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 36 $1K
MV Capital Management, Inc. 0.00% No change 31 $984
SJS Investment Consulting Inc. 0.00% Reduce -3.3% 29 $920
TFC Financial Management, Inc. 0.00% No change 29 $920
CoreCap Advisors, LLC 0.00% Add +100.0% 28 $888
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 27 $857
Dunhill Financial, LLC 0.00% Reduce -74.2% 24 $747
Fairscale Capital, LLC 0.00% No change 23 $729
SOA Wealth Advisors, LLC. 0.00% No change 20 $645
Flagship Wealth Advisors, LLC 0.00% — 19 $602
Sachetta, LLC 0.00% No change 13 $413
Raffa Wealth Management, LLC 0.00% No change 13 $412
Wolff Wiese Magana LLC 0.00% No change 10 $318
Global Financial Private Client, LLC 0.00% New 9 $285
Abound Wealth Management 0.00% No change 8 $254
Parkworth Wealth Management, Inc. 0.00% — 5 $159
2UniFi Bank 0.00% — 5 $159
Johnson Financial Group, Inc. 0.00% No change 1 $36
Activest Wealth Management 0.00% New 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.