Skip to main content

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, Q3 2021

Institutional positions in Lincoln National Corp as of Sep 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
637
+28 vs. Q2 2021
Shares held
141.8M
−3.18M (−2.2%) vs. Q2 2021
Total value
$9.73B
+$650.6M (+7.2%) vs. Q2 2021
New holders
65
199 more added
Sold out
37
239 more reduced

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 637 institutions
Q1 2021: 629 institutionsQ2 2021: 620 institutionsQ3 2021: 637 institutionsQ4 2021: 675 institutionsQ1 2022: 653 institutionsQ2 2022: 631 institutionsQ3 2022: 618 institutionsQ4 2022: 576 institutionsQ1 2023: 493 institutionsQ2 2023: 496 institutionsQ3 2023: 478 institutionsQ4 2023: 506 institutionsQ1 2024: 503 institutionsQ2 2024: 536 institutionsQ3 2024: 532 institutionsQ4 2024: 558 institutionsQ1 2025: 570 institutionsQ2 2025: 567 institutionsQ3 2025: 605 institutionsQ4 2025: 627 institutionsQ1 2026: 616 institutionsQ2 2026: 620 institutions
Value heldQ3 2021: $9.73B
Q1 2021: $9.14BQ2 2021: $9.10BQ3 2021: $9.73BQ4 2021: $9.13BQ1 2022: $8.43BQ2 2022: $6.11BQ3 2022: $5.92BQ4 2022: $4.28BQ1 2023: $2.92BQ2 2023: $3.18BQ3 2023: $3.11BQ4 2023: $3.34BQ1 2024: $3.94BQ2 2024: $3.93BQ3 2024: $3.96BQ4 2024: $4.00BQ1 2025: $4.62BQ2 2025: $4.59BQ3 2025: $5.41BQ4 2025: $7.03BQ1 2026: $5.56BQ2 2026: $5.80B
Institutions holding LNC and their total value by quarter
QuarterHoldersValue
Q2 2026620$5.80B
Q1 2026616$5.56B
Q4 2025627$7.03B
Q3 2025605$5.41B
Q2 2025567$4.59B
Q1 2025570$4.62B
Q4 2024558$4.00B
Q3 2024532$3.96B
Q2 2024536$3.93B
Q1 2024503$3.94B
Q4 2023506$3.34B
Q3 2023478$3.11B
Q2 2023496$3.18B
Q1 2023493$2.92B
Q4 2022576$4.28B
Q3 2022618$5.92B
Q2 2022631$6.11B
Q1 2022653$8.43B
Q4 2021675$9.13B
Q3 2021637$9.73B
Q2 2021620$9.10B
Q1 2021629$9.14B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2021.

Institutions holding LNC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Capital Management, LLC35,397$2.43M0.15%−930−2.6%Reduced
Advisor Partners LLC34,983$2.40M0.16%−1,305−3.6%Reduced
Creative Planning34,920$2.40M0.00%−697−2.0%Reduced
Alerus Financial NA34,768$2.39M0.22%+7,768+28.8%Added
Birmingham Capital Management Co Inc34,600$2.38M0.91%00.0%Unchanged
Utah Retirement Systems33,750$2.32M0.03%−2,300−6.4%Reduced
British Columbia Investment Management Corp33,455$2.30M0.01%−232−0.7%Reduced
Great Lakes Advisors, LLC32,565$2.24M0.03%−49−0.2%Reduced
Naples Global Advisors, LLC32,467$2.23M0.29%+1,561+5.1%Added
Park Circle Co31,500$2.17M1.79%00.0%Unchanged
Hussman Strategic Advisors, Inc.31,000$2.13M0.47%00.0%Unchanged
State of Tennessee, Treasury Department30,237$2.08M0.01%−1,638−5.1%Reduced
Public Sector Pension Investment Board29,798$2.05M0.01%+1,750+6.2%Added
Handelsbanken Fonder AB29,500$2.03M0.01%00.0%Unchanged
Marshall Wace, LLP29,233$2.01M0.01%−23,798−44.9%Reduced
Teacher Retirement System of Texas28,899$1.99M0.01%+5,299+22.5%Added
IFM Investors Pty Ltd28,452$1.96M0.04%−679−2.3%Reduced
Kingsview Wealth Management, LLC28,050$1.93M0.09%−23,248−45.3%Reduced
Marshall Wace North America L.P.28,020$1.93M0.01%+21,109+305.4%Added
Mackay Shields LLC27,674$1.90M0.02%−793−2.8%Reduced
Texas Permanent School Fund27,290$1.88M0.02%−2,439−8.2%Reduced
State of Alaska, Department of Revenue27,119$1.86M0.02%−672−2.4%Reduced
Oppenheimer & Co Inc26,440$1.82M0.03%+1,558+6.3%Added
Vestmark Advisory Solutions, Inc.26,141$1.80M0.12%−2,352−8.3%Reduced
Ethic Inc.25,871$1.78M0.18%+11,968+86.1%Added
DuPont Capital Management Corp25,114$1.73M0.05%+20,978+507.2%Added
Intellectus Partners, LLC24,564$1.69M0.41%+120.0%Added
Boit C F David23,990$1.68M1.16%00.0%Unchanged
Crossmark Global Holdings, Inc.24,464$1.68M0.04%+1,258+5.4%Added
MUFG Securities EMEA plc24,000$1.65M0.02%−22,000−47.8%Reduced
OmniStar Financial Group, Inc.23,849$1.64M1.94%+23,849New
Atlantic Union Bankshares Corp23,467$1.61M0.15%−950−3.9%Reduced
Boston Private Wealth LLC23,347$1.60M0.02%+4,095+21.3%Added
Mutual of America Capital Management LLC23,182$1.59M0.02%−12,567−35.2%Reduced
Point72 Hong Kong Ltd23,108$1.59M0.12%+10,918+89.6%Added
Scott & Selber, Inc.23,054$1.58M0.64%+23,054New
Factorial Partners, LLC23,000$1.58M1.08%00.0%Unchanged
Cornerstone Capital, Inc.22,972$1.58M0.18%00.0%Unchanged
Advisory Services Network, LLC22,645$1.56M0.05%−2,205−8.9%Reduced
Pinnacle Financial Partners Inc22,596$1.55M0.05%00.0%Unchanged
Everence Capital Management Inc22,490$1.55M0.13%+16,190+257.0%Added
Metropolitan Life Insurance Co22,321$1.53M0.02%−1,054−4.5%Reduced
Mercer Global Advisors Inc22,291$1.53M0.01%+2,481+12.5%Added
AE Wealth Management LLC22,261$1.53M0.01%+291+1.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys22,137$1.52M0.02%−284−1.3%Reduced
Bessemer Group Inc22,032$1.51M0.00%+1,034+4.9%Added
Dai-Ichi Life Insurance Company, Ltd21,781$1.50M0.02%00.0%Unchanged
Systematic Alpha Investments, LLC20,738$1.50M0.07%+38+0.2%Added
Cetera Advisor Networks LLC21,646$1.49M0.02%−2,826−11.5%Reduced
Public Employees Retirement Association of Colorado21,416$1.47M0.01%00.0%Unchanged
AMG National Trust Bank21,110$1.45M0.05%+214+1.0%Added
Mirae Asset Global Investments Co., Ltd.20,969$1.44M0.00%+600+2.9%Added
Phillips Financial Management, LLC20,878$1.44M0.15%+10.0%Added
Pinnacle Associates Ltd20,490$1.41M0.03%00.0%Unchanged
Simplex Trading, LLC21,895$1.41M0.05%+5,406+32.8%Added
Bank of Nova Scotia20,083$1.38M0.00%+2,380+13.4%Added
Palladium Partners LLC19,711$1.35M0.06%−53−0.3%Reduced
Nissay Asset Management Corp19,399$1.33M0.01%+476+2.5%Added
Wambolt & Associates, LLC18,890$1.33M0.53%−36−0.2%Reduced
MTM Investment Management, LLC18,923$1.30M0.71%00.0%Unchanged
First Midwest Bank Trust Division18,851$1.30M0.18%−378−2.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S18,755$1.29M0.05%−3,743−16.6%Reduced
Dynamic Advisor Solutions LLC18,307$1.26M0.09%+6,293+52.4%Added
Lavaca Capital LLC18,206$1.25M0.63%+60.0%Added
Westpac Banking Corp18,151$1.25M0.01%−10,712−37.1%Reduced
O'Shaughnessy Asset Management, LLC18,025$1.24M0.03%−88,638−83.1%Reduced
GM Advisory Group, Inc.17,780$1.22M0.12%−625−3.4%Reduced
Hartford Investment Management Co17,757$1.22M0.03%−2,334−11.6%Reduced
Burney Co17,585$1.21M0.06%+330+1.9%Added
M&T Bank Corp17,293$1.19M0.01%+43+0.2%Added
Janney Montgomery Scott LLC16,955$1.17M0.00%+22+0.1%Added
First Heartland Consultants, Inc.16,964$1.17M0.18%+72+0.4%Added
Bryn Mawr Trust Co16,816$1.16M0.04%00.0%Unchanged
CIBC Asset Management Inc16,768$1.15M0.00%+353+2.2%Added
Johnson Investment Counsel Inc16,766$1.15M0.02%+5,598+50.1%Added
True North Advisors, LLC16,039$1.10M0.22%00.0%Unchanged
JustInvest LLC15,918$1.09M0.10%+6,102+62.2%Added
First Hawaiian Bank15,770$1.08M0.04%00.0%Unchanged
Redwood Investment Management, LLC15,722$1.08M0.15%+15,722New
Eubel Brady & Suttman Asset Management Inc15,673$1.08M0.22%00.0%Unchanged
Tiaa, FSB15,555$1.07M0.00%−400−2.5%Reduced
Argent Trust Co15,415$1.06M0.07%−134−0.9%Reduced
Candriam Luxembourg S.C.A.15,360$1.06M0.01%−2,540−14.2%Reduced
Maryland State Retirement & Pension System14,756$1.04M0.03%00.0%Unchanged
ING Groep NV14,830$1.02M0.01%+133+0.9%Added
Lincoln National Corp14,681$1.01M0.02%−326−2.2%Reduced
Securian Asset Management, Inc14,677$1.01M0.02%−305−2.0%Reduced
CAPROCK Group, Inc.14,341$986.0K0.09%+2,219+18.3%Added
Schroder Investment Management Group13,986$961.0K0.00%+199+1.4%Added
Blair William & Co13,818$950.0K0.00%+4,110+42.3%Added
Occudo Quantitative Strategies LP13,797$949.0K0.11%−3,736−21.3%Reduced
Baird Financial Group, Inc.13,785$948.0K0.00%+5,232+61.2%Added
Carroll Financial Associates, Inc.13,709$942.0K0.05%+20.0%Added
Sigma Planning Corp13,574$933.0K0.03%−2,153−13.7%Reduced
Holderness Investments Co13,571$933.0K0.31%−407−2.9%Reduced
HAP Trading, LLC13,484$927.0K0.07%−1,894−12.3%Reduced
American Century Companies Inc13,411$922.0K0.00%+2,077+18.3%Added
Glenmede Trust Co NA13,158$903.0K0.00%−237−1.8%Reduced
Intact Investment Management Inc.13,100$900.0K0.03%−1,900−12.7%Reduced
Seeyond13,094$900.0K0.09%+5,181+65.5%Added