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 |
|---|---|---|---|---|---|
| PGGM Investments | 2,759 | $173.0K | 0.00% | +2,759 | New |
| Berman Capital Advisors, LLC | 2,630 | $165.0K | 0.03% | +368+16.3% | Added |
| Anchor Investment Management, LLC | 2,595 | $163.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,597 | $163.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,337 | $146.9K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,211 | $139.0K | 0.01% | +32+1.5% | Added |
| Whittier Trust Co | 2,098 | $132.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,022 | $127.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,020 | $127.0K | 0.01% | −34−1.7% | Reduced |
| Bartlett & Co. LLC | 2,022 | $127.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,800 | $113.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,829 | $113.0K | 0.06% | +829+82.9% | Added |
| Selective Wealth Management, Inc. | 1,659 | $104.0K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,647 | $103.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,553 | $97.0K | 0.00% | −522−25.2% | Reduced |
| Advisors Asset Management, Inc. | 1,506 | $95.0K | 0.00% | −1,753−53.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,474 | $94.0K | 0.01% | +752+104.2% | Added |
| Compagnie Lombard Odier SCmA | 1,400 | $88.0K | 0.00% | +1,400 | New |
| Capital Analysts, LLC | 1,354 | $85.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,334 | $84.0K | 0.01% | −272−16.9% | Reduced |
| 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 |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 1,117 | $70.2K | 0.00% | +15+1.4% | Added |
| Fieldpoint Private Securities, LLC | 990 | $68.0K | 0.01% | +20+2.1% | Added |
| Carolinas Wealth Consulting LLC | 1,055 | $66.0K | 0.01% | −500−32.2% | 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 |
| HM Payson & Co | 1,019 | $64.0K | 0.00% | −377−27.0% | Reduced |
| Washington Trust Co | 1,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 975 | $61.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 953 | $61.0K | 0.00% | +21+2.3% | Added |
| First Mercantile Trust Co | 939 | $59.0K | 0.01% | −88−8.6% | Reduced |
| Parkside Financial Bank & Trust | 878 | $55.0K | 0.02% | +58+7.1% | Added |
| 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 |
| Oakworth Capital, Inc. | 763 | $48.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 767 | $48.0K | 0.00% | +767 | New |
| Shell Asset Management Co | 727 | $46.0K | 0.00% | −434−37.4% | Reduced |
| CWM, LLC | 727 | $46.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 725 | $45.6K | 0.01% | −25−3.3% | Reduced |
| HBC Financial Services, PLLC | 800 | $45.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 697 | $44.0K | 0.00% | +455+188.0% | Added |
| Lindbrook Capital, LLC | 681 | $43.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 672 | $42.0K | 0.01% | +48+7.7% | Added |
| 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 |
| Smithfield Trust Co | 525 | $33.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 457 | $29.0K | 0.01% | +3+0.7% | Added |
| Asset Dedication, LLC | 443 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Enterprise Financial Services Corp | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 329 | $21.0K | 0.00% | −59−15.2% | Reduced |
| CX Institutional | 327 | $21.0K | 0.00% | +52+18.9% | 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 |
| 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 |
| Advocacy Wealth Management Services, LLC | 278 | $17.0K | 0.00% | −65−19.0% | Reduced |
| Annapolis Financial Services, LLC | 250 | $16.0K | 0.01% | 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 |
| Resolute Partners Group | 218 | $14.0K | 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 |
| 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 |
| American Portfolios Advisors | 148 | $9.30K | 0.00% | 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 92 | $5.78K | 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 |
| Flagship Private Wealth, LLC | 66 | $4.04K | 0.00% | 00.0% | Unchanged |