# Institutional investors expanding US equity stakes

> Live situation record from CLSTR: https://clstr.news/situations/institutional-investors-expanding-us-equity-stakes
> Updated: 2026-07-30T08:16:31.000Z. Sources: 2. Developments: 2.

In early July, Janney Montgomery Scott disclosed that it had raised its holding in Lincoln National Corp, signaling an active reallocation by a major investment manager. By the end of July, a broader set of institutional investors filed Form 13F reports showing new purchases of shares in Lincoln Electric and Lam Research, bringing their collective ownership of those companies to roughly 80‑85 %. The filings listed a range of funds and asset managers, including Bull Harbor Capital, Earned Wealth Advisors, Sumitomo Mitsui DS Asset Management and several others. Together, these updates illustrate a continuing pattern of U.S. institutional investors increasing their positions in diversified financial services as well as industrial and semiconductor firms.

## Timeline

### 2026-07-30: Institutional Investors Boost Stakes in Lincoln Electric and Lam Research

Bull Harbor Capital and BankChampaign each took new multi‑million‑dollar positions in Lincoln Electric and Lam Research, raising institutional ownership to about 80% and 85% respectively.

2 sources. https://clstr.news/cluster/institutional-investors-boost-stakes-in-lincoln-electric-and-lam-research

### 2026-07-03: Janney Montgomery Scott Increases Stake in Lincoln National Corp

Janey Montgomery Scott boosted its Lincoln National stake to 299,412 shares (0.16%) in Q1, while other institutions also raised holdings, pushing institutional ownership to about 73%.

2 sources. https://clstr.news/cluster/janney-montgomery-scott-increases-stake-in-lincoln-national-corp

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Cite as: Institutional investors expanding US equity stakes. CLSTR, https://clstr.news/situations/institutional-investors-expanding-us-equity-stakes