Lincoln National Corp
LNC- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0000059558
In the last 90 days, Lincoln National Corp insiders filed 0 open-market purchases and 2 sales; 620 institutions reported holding it in 13F filings for Q2 2026, worth $5.80B in total; no superinvestor holds it.
Other share classesLNC.PD
13F holders, Q2 2021
Institutional positions in Lincoln National Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 620
- −3 vs. Q1 2021
- Shares held
- 145.4M
- −389.3K (−0.3%) vs. Q1 2021
- Total value
- $9.10B
- +$60.2M (+0.7%) vs. Q1 2021
- New holders
- 50
- 205 more added
- Sold out
- 53
- 234 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LNC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 620 | $5.80B |
| Q1 2026 | 616 | $5.56B |
| Q4 2025 | 627 | $7.03B |
| Q3 2025 | 605 | $5.41B |
| Q2 2025 | 567 | $4.59B |
| Q1 2025 | 570 | $4.62B |
| Q4 2024 | 558 | $4.00B |
| Q3 2024 | 532 | $3.96B |
| Q2 2024 | 536 | $3.93B |
| Q1 2024 | 503 | $3.94B |
| Q4 2023 | 506 | $3.34B |
| Q3 2023 | 478 | $3.11B |
| Q2 2023 | 496 | $3.18B |
| Q1 2023 | 493 | $2.92B |
| Q4 2022 | 576 | $4.28B |
| Q3 2022 | 618 | $5.92B |
| Q2 2022 | 631 | $6.11B |
| Q1 2022 | 653 | $8.43B |
| Q4 2021 | 675 | $9.13B |
| Q3 2021 | 637 | $9.73B |
| Q2 2021 | 620 | $9.10B |
| Q1 2021 | 629 | $9.14B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 6 | $0 | 0.00% | −118−95.2% | Reduced |
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | −8−57.1% | Reduced |
| WestEnd Advisors, LLC | – | $125 | 0.00% | – | New |
| Retirement Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Atlas Capital Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $2.95K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $3.00K | 0.00% | +28+186.7% | Added |
| MV Capital Management, Inc. | 45 | $3.00K | 0.00% | +45 | New |
| Trustcore Financial Services, LLC | 60 | $4.00K | 0.00% | −331−84.7% | Reduced |
| Harbor Investment Advisory, LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 66 | $4.04K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 92 | $5.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 102 | $6.00K | 0.00% | +102 | New |
| Peoples Financial Services Corp. | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 125 | $7.00K | 0.00% | +125 | New |
| Sentry Investment Management LLC | 132 | $8.00K | 0.00% | −1,885−93.5% | Reduced |
| Accel Wealth Management | 120 | $8.00K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 149 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 148 | $9.30K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $10.0K | 0.00% | −36−18.2% | Reduced |
| Center for Financial Planning, Inc. | 163 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $13.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 207 | $13.0K | 0.00% | +21+11.3% | Added |
| Resolute Partners Group | 218 | $14.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 244 | $15.0K | 0.00% | +9+3.8% | Added |
| McIlrath & Eck, LLC | 242 | $15.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 246 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 254 | $15.0K | 0.01% | +2+0.8% | Added |
| Annapolis Financial Services, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 278 | $17.0K | 0.00% | −65−19.0% | Reduced |
| Brown Brothers Harriman & Co | 291 | $18.0K | 0.00% | −81−21.8% | Reduced |
| AllSquare Wealth Management LLC | 291 | $18.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 288 | $18.0K | 0.00% | +12+4.3% | Added |
| First Horizon Corp | 311 | $19.0K | 0.00% | −2−0.6% | Reduced |
| Capital Directions Investment Advisors, LLC | 300 | $19.0K | 0.01% | +300 | New |
| Evoke Wealth, LLC | 329 | $21.0K | 0.00% | −59−15.2% | Reduced |
| CX Institutional | 327 | $21.0K | 0.00% | +52+18.9% | Added |
| Enterprise Financial Services Corp | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 379 | $24.0K | 0.00% | −12−3.1% | Reduced |
| Spire Wealth Management | 389 | $24.0K | 0.00% | +181+87.0% | Added |
| Loomis Sayles & Co L P | 400 | $25.0K | 0.00% | −188−32.0% | Reduced |
| Reilly Financial Advisors, LLC | 405 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $25.0K | 0.01% | +25+6.7% | Added |
| Central Bank & Trust Co | 390 | $25.0K | 0.00% | +390 | New |
| Asset Dedication, LLC | 443 | $28.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 457 | $29.0K | 0.01% | +3+0.7% | Added |
| Valley National Advisers Inc | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $31.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 502 | $31.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 525 | $33.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 575 | $36.0K | 0.00% | −284−33.1% | Reduced |
| CVA Family Office, LLC | 570 | $36.0K | 0.01% | +435+322.2% | Added |
| TCI Wealth Advisors, Inc. | 672 | $42.0K | 0.01% | +48+7.7% | Added |
| Lindbrook Capital, LLC | 681 | $43.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 697 | $44.0K | 0.00% | +455+188.0% | Added |
| HBC Financial Services, PLLC | 800 | $45.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 725 | $45.6K | 0.01% | −25−3.3% | Reduced |
| Shell Asset Management Co | 727 | $46.0K | 0.00% | −434−37.4% | Reduced |
| CWM, LLC | 727 | $46.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 763 | $48.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 767 | $48.0K | 0.00% | +767 | New |
| Steward Partners Investment Advisory, LLC | 849 | $53.0K | 0.00% | −412−32.7% | Reduced |
| American National Bank | 839 | $53.0K | 0.01% | +639+319.5% | Added |
| Parkside Financial Bank & Trust | 878 | $55.0K | 0.02% | +58+7.1% | Added |
| First Mercantile Trust Co | 939 | $59.0K | 0.01% | −88−8.6% | Reduced |
| FormulaFolio Investments, LLC | 975 | $61.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 953 | $61.0K | 0.00% | +21+2.3% | Added |
| Washington Trust Co | 1,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,019 | $64.0K | 0.00% | −377−27.0% | Reduced |
| Covington Capital Management | 1,031 | $65.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,040 | $65.0K | 0.07% | +1,040 | New |
| Carolinas Wealth Consulting LLC | 1,055 | $66.0K | 0.01% | −500−32.2% | Reduced |
| Fieldpoint Private Securities, LLC | 990 | $68.0K | 0.01% | +20+2.1% | Added |
| TD Private Client Wealth LLC | 1,117 | $70.2K | 0.00% | +15+1.4% | Added |
| Assetmark, Inc | 1,169 | $73.0K | 0.00% | −81−6.5% | Reduced |
| Tradition Wealth Management, LLC | 1,162 | $73.0K | 0.01% | +1+0.1% | Added |
| Zions Bancorporation, N.A. | 1,256 | $79.0K | 0.01% | −25−2.0% | Reduced |
| Toth Financial Advisory Corp | 1,260 | $79.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,256 | $79.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,300 | $82.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,312 | $82.0K | 0.02% | +1,037+377.1% | Added |