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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 2,986 | $205.0K | 0.01% | +2,986 | New |
| Kendall Capital Management | 2,940 | $202.0K | 0.11% | −400−12.0% | Reduced |
| Berman Capital Advisors, LLC | 2,917 | $199.0K | 0.03% | +287+10.9% | Added |
| Rockefeller Capital Management L.P. | 2,885 | $197.0K | 0.00% | −671−18.9% | Reduced |
| Allworth Financial LP | 2,823 | $194.0K | 0.00% | +3+0.1% | Added |
| Sandy Spring Bank | 2,764 | $190.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,675 | $184.0K | 0.01% | −385−12.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,653 | $182.0K | 0.00% | −103−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,597 | $178.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,495 | $171.5K | 0.02% | −100−3.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,490 | $171.0K | 0.03% | −1,171−32.0% | Reduced |
| American State Bank (Iowa) | 2,337 | $160.7K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,179 | $150.0K | 0.01% | −32−1.4% | Reduced |
| Atlas Capital Advisors LLC | 2,126 | $146.2K | 0.02% | +2,110+13,187.5% | Added |
| Whittier Trust Co | 2,098 | $144.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,022 | $139.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,027 | $139.0K | 0.01% | +7+0.3% | Added |
| Bartlett & Co. LLC | 2,022 | $139.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,929 | $133.0K | 0.08% | +100+5.5% | Added |
| Quantbot Technologies LP | 1,904 | $130.0K | 0.01% | +1,904 | New |
| Duncker Streett & Co Inc | 1,800 | $124.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,740 | $119.0K | 0.00% | +187+12.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,652 | $113.5K | 0.00% | −12,556−88.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,647 | $113.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,646 | $113.0K | 0.07% | +1,646 | New |
| Harvest Fund Management Co., Ltd | 1,474 | $101.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,363 | $94.0K | 0.00% | +666+95.6% | Added |
| Capital Analysts, LLC | 1,354 | $93.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,334 | $92.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,300 | $89.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,260 | $87.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,256 | $86.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,234 | $84.0K | 0.01% | −22−1.8% | Reduced |
| Sentry Investment Management LLC | 1,181 | $81.0K | 0.02% | +1,049+794.7% | Added |
| Tradition Wealth Management, LLC | 1,162 | $80.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,100 | $76.0K | 0.00% | −4,400−80.0% | Reduced |
| Selective Wealth Management, Inc. | 1,106 | $76.0K | 0.04% | −553−33.3% | Reduced |
| TD Private Client Wealth LLC | 1,091 | $75.0K | 0.00% | −26−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,055 | $73.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,013 | $71.0K | 0.00% | −4,000−79.8% | Reduced |
| Covington Capital Management | 1,031 | $71.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,019 | $70.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 990 | $68.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 965 | $68.0K | 0.00% | +12+1.3% | Added |
| Assetmark, Inc | 929 | $64.0K | 0.00% | −240−20.5% | Reduced |
| First Mercantile Trust Co | 890 | $61.0K | 0.01% | −49−5.2% | Reduced |
| Acadian Asset Management LLC | 862 | $59.0K | 0.00% | +862 | New |
| TCI Wealth Advisors, Inc. | 833 | $57.0K | 0.01% | +161+24.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 820 | $56.0K | 0.00% | −114,584−99.3% | Reduced |
| Parkside Financial Bank & Trust | 812 | $56.0K | 0.02% | −66−7.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 764 | $53.0K | 0.00% | −85−10.0% | Reduced |
| First Horizon Advisors, Inc. | 774 | $53.0K | 0.00% | +272+54.2% | Added |
| Oakworth Capital, Inc. | 763 | $52.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $51.0K | 0.01% | +61+9.0% | Added |
| Glen Eagle Advisors, LLC | 725 | $49.8K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 656 | $45.0K | 0.05% | −384−36.9% | Reduced |
| American National Bank | 639 | $44.0K | 0.01% | −200−23.8% | Reduced |
| NEXT Financial Group, Inc | 585 | $40.0K | 0.00% | +10+1.7% | Added |
| Loomis Sayles & Co L P | 545 | $37.0K | 0.00% | +145+36.3% | Added |
| Smithfield Trust Co | 525 | $36.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 460 | $32.0K | 0.01% | +3+0.7% | Added |
| Achmea Investment Management B.V. | 468 | $32.0K | 0.00% | +468 | New |
| Asset Dedication, LLC | 443 | $30.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 400 | $28.0K | 0.02% | −400−50.0% | Reduced |
| Reilly Financial Advisors, LLC | 405 | $28.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 390 | $27.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 390 | $27.0K | 0.00% | +1+0.3% | Added |
| CX Institutional | 390 | $27.0K | 0.00% | +63+19.3% | Added |
| Tarbox Family Office, Inc. | 379 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 345 | $24.0K | 0.00% | −1,161−77.1% | Reduced |
| IMA Wealth, Inc. | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 319 | $22.0K | 0.01% | −993−75.7% | Reduced |
| Evoke Wealth, LLC | 329 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 326 | $22.0K | 0.00% | +38+13.2% | Added |
| Capital Directions Investment Advisors, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 291 | $20.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 291 | $20.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 278 | $19.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 247 | $17.0K | 0.00% | +3+1.2% | Added |
| Charter Oak Capital Management, LLC | 246 | $17.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 213 | $15.0K | 0.00% | +6+2.9% | Added |
| CKW Financial Group | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $14.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 185 | $13.0K | 0.00% | −57−23.6% | Reduced |
| American Portfolios Advisors | 184 | $12.7K | 0.00% | +36+24.3% | Added |
| South State Corp. | 167 | $12.0K | 0.00% | +167 | New |
| Cahill Financial Advisors Inc | 180 | $12.0K | 0.00% | +180 | New |
| Meridian Wealth Partners, LLC | 181 | $12.0K | 0.00% | +181 | New |
| Center for Financial Planning, Inc. | 163 | $11.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 163 | $11.0K | 0.00% | +163 | New |
| Archer Investment Corp | 158 | $10.9K | 0.00% | +158 | New |
| SOA Wealth Advisors, LLC. | 149 | $10.0K | 0.00% | −13−8.0% | Reduced |
| Delta Asset Management LLC | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $8.00K | 0.00% | −39−26.2% | Reduced |