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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 13,798 | $942.0K | 0.02% | −958−6.5% | Reduced |
| Systematic Financial Management LP | 13,758 | $939.0K | 0.03% | +900+7.0% | Added |
| Symmetry Partners, LLC | 13,640 | $931.0K | 0.06% | −25,415−65.1% | Reduced |
| Holderness Investments Co | 13,533 | $924.0K | 0.27% | −38−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 13,451 | $918.0K | 0.03% | +701+5.5% | Added |
| Blair William & Co | 13,420 | $916.0K | 0.00% | −398−2.9% | Reduced |
| Sigma Planning Corp | 13,362 | $912.0K | 0.03% | −212−1.6% | Reduced |
| PDT Partners, LLC | 13,292 | $907.0K | 0.07% | +13,292 | New |
| 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 |
| Candriam Luxembourg S.C.A. | 12,886 | $880.0K | 0.01% | −2,474−16.1% | Reduced |
| Quantbot Technologies LP | 12,183 | $831.0K | 0.07% | +10,279+539.9% | Added |
| First Quadrant L P | 12,156 | $830.0K | 0.09% | 00.0% | Unchanged |
| Nordea Investment Management AB | 11,962 | $822.0K | 0.00% | +556+4.9% | Added |
| 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 |
| Leavell Investment Management, Inc. | 11,966 | $817.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,950 | $814.0K | 0.00% | +2,460+25.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,695 | $799.0K | 0.00% | −9,274−44.2% | Reduced |
| Castleview Partners, LLC | 54,471 | $798.0K | 0.01% | +54,471 | New |
| Baird Financial Group, Inc. | 11,655 | $795.0K | 0.00% | −2,130−15.5% | Reduced |
| Burney Co | 11,355 | $775.0K | 0.03% | −6,230−35.4% | Reduced |
| Toroso Investments, LLC | 11,304 | $772.0K | 0.02% | +3,309+41.4% | Added |
| Crossmark Global Holdings, Inc. | 11,224 | $766.0K | 0.02% | −13,240−54.1% | Reduced |
| Wealthcare Advisory Partners LLC | 10,914 | $745.0K | 0.04% | +175+1.6% | Added |
| Security Financial Services, INC. | 10,880 | $743.0K | 0.25% | +10,880 | New |
| Daiwa Securities Group Inc. | 10,870 | $742.0K | 0.00% | +194+1.8% | Added |
| Paloma Partners Management Co | 10,847 | $740.0K | 0.02% | +10,847 | New |
| New Mexico Educational Retirement Board | 10,763 | $735.0K | 0.02% | −900−7.7% | Reduced |
| Allstate Corp | 10,679 | $729.0K | 0.01% | +34+0.3% | Added |
| 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 |
| 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 |
| Wetherby Asset Management Inc | 10,566 | $721.0K | 0.04% | +106+1.0% | Added |
| Huntington National Bank | 10,455 | $714.0K | 0.01% | +10.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,430 | $711.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 10,400 | $710.0K | 0.02% | −2,700−20.6% | Reduced |
| CIBC Private Wealth Group, LLC | 10,393 | $709.0K | 0.00% | +172+1.7% | Added |
| Kentucky Retirement Systems | 10,314 | $704.0K | 0.03% | +183+1.8% | Added |
| Boston Family Office LLC | 10,132 | $692.0K | 0.04% | −6−0.1% | Reduced |
| Balentine LLC | 10,095 | $689.0K | 0.02% | +1,577+18.5% | Added |
| Gifford Fong Associates | 10,000 | $683.0K | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 9,909 | $681.0K | 0.01% | +9,909 | New |
| 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 |
| Savant Capital, LLC | 9,642 | $658.0K | 0.02% | +470+5.1% | Added |
| Holistic Financial Partners | 9,630 | $657.0K | 0.38% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,461 | $646.0K | 0.02% | +52+0.6% | Added |
| Mayflower Financial Advisors, LLC | 9,442 | $645.0K | 0.09% | +1,501+18.9% | Added |
| Intrust Bank NA | 9,400 | $641.0K | 0.08% | −400−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,348 | $638.0K | 0.03% | −822−8.1% | Reduced |
| ClariVest Asset Management LLC | 9,323 | $636.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,268 | $633.0K | 0.01% | +9,268 | New |
| Relative Value Partners Group, LLC | 9,200 | $628.0K | 0.04% | +250+2.8% | Added |
| Laffer Tengler Investments | 9,176 | $626.4K | 0.18% | +834+10.0% | Added |
| Hanseatic Management Services Inc | 8,952 | $611.0K | 1.00% | +242+2.8% | Added |
| Advisory Services Network, LLC | 8,947 | $610.0K | 0.02% | −13,698−60.5% | Reduced |
| MAI Capital Management | 8,907 | $608.0K | 0.01% | +13+0.1% | Added |
| Ossiam | 8,847 | $604.0K | 0.02% | +203+2.3% | Added |
| Occudo Quantitative Strategies LP | 8,818 | $602.0K | 0.05% | −4,979−36.1% | Reduced |
| Caxton Associates LP | 8,653 | $591.0K | 0.08% | −77−0.9% | Reduced |
| Brown Advisory Inc | 8,653 | $590.0K | 0.00% | +400+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,523 | $582.0K | 0.04% | −3,854−31.1% | Reduced |
| Jefferies Group LLC | 8,496 | $579.9K | 0.01% | +8,496 | New |
| Balasa Dinverno & Foltz LLC | 8,446 | $577.0K | 0.04% | −79−0.9% | Reduced |
| Stephens Inc | 8,394 | $573.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,329 | $569.0K | 0.02% | −255−3.0% | Reduced |
| Regent Investment Management LLC | 8,132 | $555.0K | 0.12% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $551.0K | 0.27% | – | – |
| Plancorp, LLC | 8,044 | $549.0K | 0.03% | +61+0.8% | Added |
| 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 |
| Veriti Management LLC | 7,905 | $540.0K | 0.07% | −66−0.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 7,818 | $534.0K | 0.61% | +7,818 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,642 | $522.0K | 0.01% | −380−4.7% | Reduced |
| Commerce Bank | 7,627 | $521.0K | 0.00% | +938+14.0% | Added |
| Beacon Pointe Advisors, LLC | 7,564 | $516.0K | 0.01% | −225−2.9% | Reduced |
| Lingohr & Partner Asset Management GmbH | 7,453 | $511.0K | 1.28% | −128−1.7% | Reduced |
| Cetera Investment Advisers | 7,441 | $508.0K | 0.01% | +55+0.7% | Added |
| Everence Capital Management Inc | 7,310 | $499.0K | 0.04% | −15,180−67.5% | Reduced |
| Point72 Hong Kong Ltd | 7,248 | $495.0K | 0.04% | −15,860−68.6% | Reduced |
| Amarillo National Bank | 7,200 | $491.0K | 0.10% | −1,781−19.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,115 | $486.0K | 0.12% | +7,115 | New |
| Sit Investment Associates Inc | 7,100 | $485.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 7,031 | $480.0K | 0.02% | −61−0.9% | Reduced |
| 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 |
| North Star Investment Management Corp. | 6,901 | $471.0K | 0.03% | +1,286+22.9% | Added |
| Ieq Capital, LLC | 6,872 | $469.0K | 0.01% | +615+9.8% | Added |
| Rothschild Investment Corp | 6,860 | $468.0K | 0.04% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 6,800 | $464.2K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 6,733 | $460.0K | 0.12% | +6,733 | New |
| Private Advisor Group, LLC | 6,696 | $457.0K | 0.00% | −5,091−43.2% | Reduced |
| Vident Investment Advisory, LLC | 6,660 | $455.0K | 0.01% | +1,230+22.7% | Added |
| Rehmann Capital Advisory Group | 6,625 | $452.3K | 0.04% | −5−0.1% | Reduced |
| Independent Advisor Alliance | 6,617 | $452.0K | 0.02% | −2,968−31.0% | Reduced |
| Valeo Financial Advisors, LLC | 6,455 | $441.0K | 0.02% | −394−5.8% | Reduced |
| Veritable, L.P. | 6,388 | $436.0K | 0.01% | −60−0.9% | Reduced |