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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, Q4 2021

Institutional positions in Lincoln National Corp as of Dec 31, 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
675
+45 vs. Q3 2021
Shares held
133.9M
−7.74M (−5.5%) vs. Q3 2021
Total value
$9.13B
−$589.2M (−6.1%) vs. Q3 2021
New holders
102
182 more added
Sold out
57
253 more reduced

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 675 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 heldQ4 2021: $9.13B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q3 2021.

Institutions holding LNC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC6$00.00%00.0%Unchanged
Curi Capital13$00.00%+13New
Cassady Schiller Wealth Management, LLC1$00.00%+1New
Dixon Hughes Goodman Wealth Advisors LLC2$00.00%+2New
WestEnd Advisors, LLC2$1360.00%––
Retirement Group, LLC14$1.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.21$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC17$1.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP20$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
Global Financial Private Client, LLC25$1.71K0.00%00.0%Unchanged
Bell Investment Advisors, Inc36$2.00K0.00%−8−18.2%Reduced
Edge Wealth Management LLC35$2.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.23$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$2.00K0.00%+34New
Lenox Wealth Advisors, LLC28$2.00K0.00%+28New
Global Retirement Partners, LLC26$2.00K0.00%+26New
Schubert & Co23$2.00K0.00%+23New
Carmichael Hill & Associates, Inc.51$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB49$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC42$3.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.40$3.00K0.00%00.0%Unchanged
Arlington Partners LLC46$3.00K0.00%+46New
Princeton Global Asset Management LLC43$3.00K0.00%+43New
Amplius Wealth Advisors, LLC57$3.00K0.00%+57New
Raffa Wealth Management, LLC47$3.21K0.00%00.0%Unchanged
Hanson & Doremus Investment Management59$4.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC60$4.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC60$4.00K0.00%00.0%Unchanged
Optiver Holding B.V.60$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc67$5.00K0.00%00.0%Unchanged
Bogart Wealth, LLC67$5.00K0.00%+67New
Manchester Capital Management LLC92$6.00K0.00%00.0%Unchanged
Pflug Koory, LLC86$6.00K0.00%00.0%Unchanged
Signet Financial Management, LLC82$6.00K0.00%+82New
Washington Trust Advisors, Inc.84$6.00K0.00%+84New
Sutton Wealth Advisors Inc.92$6.28K0.00%00.0%Unchanged
Earnest Partners LLC105$7.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc100$7.00K0.00%00.0%Unchanged
Piscataqua Savings Bank107$7.00K0.01%+107New
Peoples Financial Services Corp.117$8.00K0.00%00.0%Unchanged
Truvestments Capital LLC111$8.00K0.00%+1+0.9%Added
Northwest Investment Counselors, LLC112$8.00K0.00%+112New
Koshinski Asset Management, Inc.128$8.74K0.00%+128New
Delta Asset Management LLC136$9.00K0.00%00.0%Unchanged
MV Capital Management, Inc.126$9.00K0.00%+50+65.8%Added
Jones Financial Companies LLLP136$9.00K0.00%+136New
CKW Financial Group200$10.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.149$10.0K0.00%00.0%Unchanged
Archer Investment Corp158$10.8K0.00%00.0%Unchanged
MUFG Americas Holdings Corp163$11.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.163$11.0K0.00%00.0%Unchanged
South State Corp.167$12.0K0.00%00.0%Unchanged
Covestor Ltd171$12.0K0.02%+171New
McIlrath & Eck, LLC185$13.0K0.00%00.0%Unchanged
Pacific Center for Financial Services210$14.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC200$14.0K0.01%+200New
Fortitude Advisory Group L.L.C.200$14.0K0.01%+200New
Spire Wealth Management240$16.0K0.00%−150−38.5%Reduced
TD Ameritrade Investment Management, LLC239$16.0K0.00%+239New
Gemmer Asset Management LLC247$17.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC246$17.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC250$17.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC270$18.0K0.00%−720−72.7%Reduced
Advocacy Wealth Management Services, LLC278$19.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co291$20.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC290$20.0K0.01%+290New
Mach-1 Financial Group, Inc.320$21.0K0.01%+320New
Private Capital Group, LLC326$22.0K0.00%00.0%Unchanged
Evoke Wealth, LLC328$22.0K0.00%−1−0.3%Reduced
Tilia Fiduciary Partners, Inc.335$23.0K0.02%+335New
Cornerstone Management, Inc.350$23.9K0.01%+350New
IMA Wealth, Inc.350$24.0K0.01%00.0%Unchanged
Surevest, LLC350$24.0K0.01%+350New
CoreCap Advisors, LLC350$24.0K0.00%+350New
Missouri Trust & Investment Co353$24.0K0.01%+353New
Tarbox Family Office, Inc.377$26.0K0.00%−2−0.5%Reduced
HBC Financial Services, PLLC400$27.0K0.02%00.0%Unchanged
Central Bank & Trust Co390$27.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC405$28.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.411$28.0K0.00%+411New
American Portfolios Advisors437$29.8K0.00%+253+137.5%Added
Asset Dedication, LLC443$30.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P500$34.0K0.00%−45−8.3%Reduced
Valley National Advisers Inc500$34.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC500$34.0K0.02%00.0%Unchanged
Glassman Wealth Services504$34.0K0.01%+291+136.6%Added
Smithfield Trust Co525$36.0K0.00%00.0%Unchanged
Larson Financial Group LLC531$36.0K0.01%+71+15.4%Added
Confluence Wealth Services, Inc.538$36.0K0.01%+538New
NEXT Financial Group, Inc616$42.0K0.00%+31+5.3%Added
Desjardins Global Asset Management Inc.623$42.0K0.00%+623New
CVA Family Office, LLC610$42.0K0.01%+610New
American National Bank668$46.0K0.01%+29+4.5%Added
AdvisorNet Financial, Inc687$47.0K0.00%−647−48.5%Reduced
High Net Worth Advisory Group LLC736$50.0K0.02%+736New
Geneos Wealth Management Inc.764$52.0K0.00%−249−24.6%Reduced
First Horizon Advisors, Inc.761$52.0K0.00%−13−1.7%Reduced
Steward Partners Investment Advisory, LLC764$52.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.763$52.0K0.00%00.0%Unchanged