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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 7,905 | $540.0K | 0.07% | −66−0.8% | Reduced |
| Wolverine Trading, LLC | 7,971 | $546.0K | 0.01% | −3,561−30.9% | Reduced |
| Bradley Foster & Sargent Inc | 8,001 | $546.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 8,044 | $549.0K | 0.03% | +61+0.8% | Added |
| Fulcrum Asset Management LLP | – | $551.0K | 0.27% | – | – |
| Regent Investment Management LLC | 8,132 | $555.0K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,329 | $569.0K | 0.02% | −255−3.0% | Reduced |
| Stephens Inc | 8,394 | $573.0K | 0.01% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 8,446 | $577.0K | 0.04% | −79−0.9% | Reduced |
| Jefferies Group LLC | 8,496 | $579.9K | 0.01% | +8,496 | New |
| Lombard Odier Asset Management (Switzerland) SA | 8,523 | $582.0K | 0.04% | −3,854−31.1% | Reduced |
| Brown Advisory Inc | 8,653 | $590.0K | 0.00% | +400+4.8% | Added |
| Caxton Associates LP | 8,653 | $591.0K | 0.08% | −77−0.9% | Reduced |
| Occudo Quantitative Strategies LP | 8,818 | $602.0K | 0.05% | −4,979−36.1% | Reduced |
| Ossiam | 8,847 | $604.0K | 0.02% | +203+2.3% | Added |
| MAI Capital Management | 8,907 | $608.0K | 0.01% | +13+0.1% | Added |
| Advisory Services Network, LLC | 8,947 | $610.0K | 0.02% | −13,698−60.5% | Reduced |
| Hanseatic Management Services Inc | 8,952 | $611.0K | 1.00% | +242+2.8% | Added |
| Laffer Tengler Investments | 9,176 | $626.4K | 0.18% | +834+10.0% | Added |
| Relative Value Partners Group, LLC | 9,200 | $628.0K | 0.04% | +250+2.8% | Added |
| GWM Advisors LLC | 9,268 | $633.0K | 0.01% | +9,268 | New |
| ClariVest Asset Management LLC | 9,323 | $636.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 9,348 | $638.0K | 0.03% | −822−8.1% | Reduced |
| Intrust Bank NA | 9,400 | $641.0K | 0.08% | −400−4.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,442 | $645.0K | 0.09% | +1,501+18.9% | Added |
| Parallel Advisors, LLC | 9,461 | $646.0K | 0.02% | +52+0.6% | Added |
| Holistic Financial Partners | 9,630 | $657.0K | 0.38% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,642 | $658.0K | 0.02% | +470+5.1% | Added |
| Cim Investment Mangement Inc | 9,653 | $659.0K | 0.20% | −179−1.8% | Reduced |
| Ahrens Investment Partners LLC | 9,661 | $659.0K | 0.29% | +924+10.6% | Added |
| Duality Advisers, LP | 9,647 | $659.0K | 0.07% | +9,647 | New |
| Cerity Partners LLC | 9,909 | $681.0K | 0.01% | +9,909 | New |
| Gifford Fong Associates | 10,000 | $683.0K | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 10,095 | $689.0K | 0.02% | +1,577+18.5% | Added |
| Boston Family Office LLC | 10,132 | $692.0K | 0.04% | −6−0.1% | Reduced |
| Kentucky Retirement Systems | 10,314 | $704.0K | 0.03% | +183+1.8% | Added |
| CIBC Private Wealth Group, LLC | 10,393 | $709.0K | 0.00% | +172+1.7% | Added |
| Intact Investment Management Inc. | 10,400 | $710.0K | 0.02% | −2,700−20.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,430 | $711.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 10,455 | $714.0K | 0.01% | +10.0% | Added |
| Wetherby Asset Management Inc | 10,566 | $721.0K | 0.04% | +106+1.0% | Added |
| Salem Investment Counselors Inc | 10,578 | $722.0K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,580 | $722.0K | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,600 | $724.0K | 0.02% | −400−3.6% | Reduced |
| Greenleaf Trust | 10,609 | $724.0K | 0.01% | +160+1.5% | Added |
| Allstate Corp | 10,679 | $729.0K | 0.01% | +34+0.3% | Added |
| New Mexico Educational Retirement Board | 10,763 | $735.0K | 0.02% | −900−7.7% | Reduced |
| Paloma Partners Management Co | 10,847 | $740.0K | 0.02% | +10,847 | New |
| Daiwa Securities Group Inc. | 10,870 | $742.0K | 0.00% | +194+1.8% | Added |
| Security Financial Services, INC. | 10,880 | $743.0K | 0.25% | +10,880 | New |
| Wealthcare Advisory Partners LLC | 10,914 | $745.0K | 0.04% | +175+1.6% | Added |
| Crossmark Global Holdings, Inc. | 11,224 | $766.0K | 0.02% | −13,240−54.1% | Reduced |
| Toroso Investments, LLC | 11,304 | $772.0K | 0.02% | +3,309+41.4% | Added |
| Burney Co | 11,355 | $775.0K | 0.03% | −6,230−35.4% | Reduced |
| Baird Financial Group, Inc. | 11,655 | $795.0K | 0.00% | −2,130−15.5% | Reduced |
| Castleview Partners, LLC | 54,471 | $798.0K | 0.01% | +54,471 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,695 | $799.0K | 0.00% | −9,274−44.2% | Reduced |
| HighTower Advisors, LLC | 11,950 | $814.0K | 0.00% | +2,460+25.9% | Added |
| Leavell Investment Management, Inc. | 11,966 | $817.0K | 0.05% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 12,000 | $819.0K | 0.06% | 00.0% | Unchanged |
| Tredje AP-fonden | 12,000 | $819.0K | 0.02% | +12,000 | New |
| Nordea Investment Management AB | 11,962 | $822.0K | 0.00% | +556+4.9% | Added |
| First Quadrant L P | 12,156 | $830.0K | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,183 | $831.0K | 0.07% | +10,279+539.9% | Added |
| Candriam Luxembourg S.C.A. | 12,886 | $880.0K | 0.01% | −2,474−16.1% | Reduced |
| Seeyond | 12,932 | $882.0K | 0.08% | −162−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,924 | $882.0K | 0.15% | +641+5.2% | Added |
| PDT Partners, LLC | 13,292 | $907.0K | 0.07% | +13,292 | New |
| Sigma Planning Corp | 13,362 | $912.0K | 0.03% | −212−1.6% | Reduced |
| Blair William & Co | 13,420 | $916.0K | 0.00% | −398−2.9% | Reduced |
| Elo Mutual Pension Insurance Co | 13,451 | $918.0K | 0.03% | +701+5.5% | Added |
| Holderness Investments Co | 13,533 | $924.0K | 0.27% | −38−0.3% | Reduced |
| Symmetry Partners, LLC | 13,640 | $931.0K | 0.06% | −25,415−65.1% | Reduced |
| Systematic Financial Management LP | 13,758 | $939.0K | 0.03% | +900+7.0% | Added |
| Maryland State Retirement & Pension System | 13,798 | $942.0K | 0.02% | −958−6.5% | Reduced |
| Mariner, LLC | 13,946 | $952.0K | 0.00% | +1,884+15.6% | Added |
| Securian Asset Management, Inc | 13,958 | $953.0K | 0.02% | −719−4.9% | Reduced |
| Argent Trust Co | 13,982 | $954.0K | 0.06% | −1,433−9.3% | Reduced |
| Glenmede Trust Co NA | 14,054 | $959.0K | 0.00% | +896+6.8% | Added |
| Tower Research Capital LLC (TRC) | 14,365 | $981.0K | 0.02% | +10,782+300.9% | Added |
| Xponance, Inc. | 14,463 | $987.0K | 0.02% | +2,228+18.2% | Added |
| Vestcor Inc | 15,003 | $1.02M | 0.04% | +12,328+460.9% | Added |
| Polar Asset Management Partners Inc. | 15,157 | $1.03M | 0.01% | +15,157 | New |
| Lincoln National Corp | 15,239 | $1.04M | 0.02% | +558+3.8% | Added |
| Bank of Nova Scotia | 15,143 | $1.04M | 0.00% | −4,940−24.6% | Reduced |
| CAPROCK Group, Inc. | 15,356 | $1.05M | 0.09% | +1,015+7.1% | Added |
| Qube Research & Technologies Ltd | 15,359 | $1.05M | 0.01% | +15,359 | New |
| First Hawaiian Bank | 15,422 | $1.05M | 0.03% | −348−2.2% | Reduced |
| Tiaa, FSB | 15,555 | $1.06M | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $1.07M | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,741 | $1.07M | 0.00% | −1,214−7.2% | Reduced |
| American Century Companies Inc | 15,765 | $1.08M | 0.00% | +2,354+17.6% | Added |
| True North Advisors, LLC | 16,039 | $1.09M | 0.18% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,206 | $1.11M | 0.02% | −1,819−10.1% | Reduced |
| Insight Inv LLC | 16,435 | $1.12M | 1.03% | +16,435 | New |
| Wambolt & Associates, LLC | 16,721 | $1.14M | 0.41% | −2,169−11.5% | Reduced |
| Johnson Investment Counsel Inc | 16,766 | $1.14M | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,732 | $1.15M | 0.00% | −27,498−62.2% | Reduced |
| M&T Bank Corp | 16,911 | $1.16M | 0.00% | −382−2.2% | Reduced |
| First Heartland Consultants, Inc. | 17,024 | $1.16M | 0.15% | +60+0.4% | Added |