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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 3,871 | $264.0K | 0.30% | +3,871 | New |
| BSW Wealth Partners | 3,881 | $265.0K | 0.07% | −230−5.6% | Reduced |
| MQS Management LLC | 3,979 | $272.0K | 0.44% | +3,979 | New |
| King Luther Capital Management Corp | 4,000 | $273.0K | 0.00% | 00.0% | Unchanged |
| Gries Financial LLC | 4,000 | $273.0K | 0.11% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 4,000 | $273.0K | 0.10% | +4,000 | New |
| First Nebraska Trust Co | 4,018 | $274.3K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,052 | $276.0K | 0.02% | −1,320−24.6% | Reduced |
| Corient Capital Partners, LLC | 4,041 | $276.0K | 0.02% | +89+2.3% | Added |
| BKD Wealth Advisors, LLC | 4,057 | $277.0K | 0.01% | −286−6.6% | Reduced |
| Barings LLC | 4,069 | $278.0K | 0.01% | −4,715−53.7% | Reduced |
| Congress Wealth Management LLC | 4,082 | $278.0K | 0.01% | +4,082 | New |
| Wealthsource Partners, LLC | 4,118 | $281.0K | 0.02% | +150+3.8% | Added |
| Meeder Asset Management Inc | 4,142 | $282.0K | 0.03% | −3,078−42.6% | Reduced |
| Erste Asset Management GmbH | 4,100 | $282.2K | 0.01% | −2,200−34.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,150 | $283.0K | 0.03% | +1,150+38.3% | Added |
| Meridian Investment Counsel Inc. | 4,196 | $286.0K | 0.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,200 | $287.0K | 0.03% | +4,200 | New |
| People's United Financial, Inc. | 4,237 | $289.0K | 0.01% | −3,473−45.0% | Reduced |
| Park Avenue Securities LLC | 4,237 | $289.0K | 0.01% | +947+28.8% | Added |
| Boston Private Wealth LLC | 4,319 | $295.0K | 0.00% | −19,028−81.5% | Reduced |
| Keystone Financial Group | 4,357 | $297.0K | 0.05% | −781−15.2% | Reduced |
| Forum Financial Management, LP | 4,388 | $300.0K | 0.02% | +4,388 | New |
| SkyOak Wealth, LLC | 4,410 | $301.0K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,419 | $302.0K | 0.02% | +15+0.3% | Added |
| Gradient Investments LLC | 4,496 | $307.0K | 0.01% | −1,735−27.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,517 | $308.0K | 0.03% | −11−0.2% | Reduced |
| Virtu Financial LLC | 4,529 | $309.0K | 0.03% | +4,529 | New |
| Capital Investment Counsel, Inc | 4,544 | $310.0K | 0.06% | +500+12.4% | Added |
| Triad Financial Advisors, Inc. | 4,548 | $310.0K | 0.18% | +4,548 | New |
| Bedel Financial Consulting, Inc. | 4,587 | $313.0K | 0.10% | −270−5.6% | Reduced |
| Jacobi Capital Management LLC | 4,585 | $313.0K | 0.04% | +25+0.5% | Added |
| Brookstone Capital Management | 4,300 | $314.0K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,683 | $320.0K | 0.09% | −2,000−29.9% | Reduced |
| Fiduciary Trust Co | 4,728 | $322.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,818 | $329.0K | 0.15% | −13,388−73.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,905 | $335.0K | 0.06% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,919 | $336.0K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,949 | $337.0K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,955 | $338.0K | 0.00% | −125−2.5% | Reduced |
| CSS LLC | 5,000 | $341.0K | 0.02% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,998 | $341.0K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,015 | $342.0K | 0.01% | +28+0.6% | Added |
| Panagora Asset Management Inc | 5,032 | $343.0K | 0.00% | −2,265−31.0% | Reduced |
| Ellevest, Inc. | 5,079 | $347.0K | 0.03% | +466+10.1% | Added |
| Old North State Trust, LLC | 5,133 | $350.0K | 0.25% | −479−8.5% | Reduced |
| Zhang Financial LLC | 5,175 | $353.0K | 0.06% | +5,175 | New |
| Wedbush Securities Inc | 5,187 | $354.0K | 0.02% | −292−5.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,220 | $356.0K | 0.02% | +71+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 5,293 | $361.0K | 0.10% | +50+1.0% | Added |
| Intercontinental Wealth Advisors, LLC | 5,312 | $363.0K | 0.08% | −71−1.3% | Reduced |
| United Capital Financial Advisers, LLC | 5,354 | $365.0K | 0.00% | −421−7.3% | Reduced |
| TRUE Private Wealth Advisors | 5,447 | $371.0K | 0.05% | −706−11.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,439 | $371.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,440 | $371.0K | 0.01% | +5,440 | New |
| SkyView Investment Advisors, LLC | 5,461 | $373.0K | 0.08% | −347−6.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,514 | $376.0K | 0.10% | +865+18.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,481 | $376.0K | 0.00% | +1,152+26.6% | Added |
| Regentatlantic Capital LLC | 5,567 | $380.0K | 0.01% | +316+6.0% | Added |
| SeaCrest Wealth Management, LLC | 5,669 | $387.0K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,700 | $389.0K | 0.00% | −308−5.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,765 | $394.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,898 | $403.0K | 0.00% | +391+7.1% | Added |
| Contravisory Investment Management, Inc. | 5,906 | $403.0K | 0.11% | +5,906 | New |
| Raymond James Trust N.A. | 5,955 | $406.0K | 0.01% | +33+0.6% | Added |
| Wealth Alliance | 5,976 | $408.0K | 0.08% | −102−1.7% | Reduced |
| Welch & Forbes LLC | 6,000 | $410.0K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 6,047 | $416.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,088 | $416.0K | 0.04% | +68+1.1% | Added |
| Cresset Asset Management, LLC | 6,099 | $416.0K | 0.00% | +1,894+45.0% | Added |
| 180 Wealth Advisors, LLC | 6,199 | $421.0K | 0.09% | −673−9.8% | Reduced |
| Sym Financial Corp | 6,170 | $421.0K | 0.16% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 6,228 | $425.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,221 | $425.0K | 0.00% | +301+5.1% | Added |
| Money Concepts Capital Corp | 6,252 | $427.0K | 0.04% | +6,252 | New |
| Veritable, L.P. | 6,388 | $436.0K | 0.01% | −60−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 6,455 | $441.0K | 0.02% | −394−5.8% | Reduced |
| Independent Advisor Alliance | 6,617 | $452.0K | 0.02% | −2,968−31.0% | Reduced |
| Rehmann Capital Advisory Group | 6,625 | $452.3K | 0.04% | −5−0.1% | Reduced |
| Vident Investment Advisory, LLC | 6,660 | $455.0K | 0.01% | +1,230+22.7% | Added |
| Private Advisor Group, LLC | 6,696 | $457.0K | 0.00% | −5,091−43.2% | Reduced |
| Pearl River Capital, LLC | 6,733 | $460.0K | 0.12% | +6,733 | New |
| E. Ohman J:or Asset Management AB | 6,800 | $464.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,860 | $468.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,872 | $469.0K | 0.01% | +615+9.8% | Added |
| North Star Investment Management Corp. | 6,901 | $471.0K | 0.03% | +1,286+22.9% | Added |
| Regions Financial Corp | 6,988 | $477.0K | 0.00% | −101−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,986 | $477.0K | 0.16% | +6,986 | New |
| Old National Bancorp | 7,031 | $480.0K | 0.02% | −61−0.9% | Reduced |
| Sit Investment Associates Inc | 7,100 | $485.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,115 | $486.0K | 0.12% | +7,115 | New |
| Amarillo National Bank | 7,200 | $491.0K | 0.10% | −1,781−19.8% | Reduced |
| Point72 Hong Kong Ltd | 7,248 | $495.0K | 0.04% | −15,860−68.6% | Reduced |
| Everence Capital Management Inc | 7,310 | $499.0K | 0.04% | −15,180−67.5% | Reduced |
| Cetera Investment Advisers | 7,441 | $508.0K | 0.01% | +55+0.7% | Added |
| Lingohr & Partner Asset Management GmbH | 7,453 | $511.0K | 1.28% | −128−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 7,564 | $516.0K | 0.01% | −225−2.9% | Reduced |
| Commerce Bank | 7,627 | $521.0K | 0.00% | +938+14.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,642 | $522.0K | 0.01% | −380−4.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 7,818 | $534.0K | 0.61% | +7,818 | New |