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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 6,252 | $427.0K | 0.04% | +6,252 | New |
| 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 |
| 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 |
| 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 |
| Welch & Forbes LLC | 6,000 | $410.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 5,976 | $408.0K | 0.08% | −102−1.7% | Reduced |
| Raymond James Trust N.A. | 5,955 | $406.0K | 0.01% | +33+0.6% | Added |
| 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 |
| Redpoint Investment Management Pty Ltd | 5,765 | $394.0K | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,700 | $389.0K | 0.00% | −308−5.1% | Reduced |
| SeaCrest Wealth Management, LLC | 5,669 | $387.0K | 0.04% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 5,567 | $380.0K | 0.01% | +316+6.0% | Added |
| 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 |
| SkyView Investment Advisors, LLC | 5,461 | $373.0K | 0.08% | −347−6.0% | 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 |
| United Capital Financial Advisers, LLC | 5,354 | $365.0K | 0.00% | −421−7.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,312 | $363.0K | 0.08% | −71−1.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,293 | $361.0K | 0.10% | +50+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,220 | $356.0K | 0.02% | +71+1.4% | Added |
| Wedbush Securities Inc | 5,187 | $354.0K | 0.02% | −292−5.3% | Reduced |
| Zhang Financial LLC | 5,175 | $353.0K | 0.06% | +5,175 | New |
| Old North State Trust, LLC | 5,133 | $350.0K | 0.25% | −479−8.5% | Reduced |
| Ellevest, Inc. | 5,079 | $347.0K | 0.03% | +466+10.1% | Added |
| Panagora Asset Management Inc | 5,032 | $343.0K | 0.00% | −2,265−31.0% | Reduced |
| Avantax Advisory Services, Inc. | 5,015 | $342.0K | 0.01% | +28+0.6% | Added |
| CSS LLC | 5,000 | $341.0K | 0.02% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,998 | $341.0K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,955 | $338.0K | 0.00% | −125−2.5% | Reduced |
| Waldron Private Wealth LLC | 4,949 | $337.0K | 0.02% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,919 | $336.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,905 | $335.0K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,818 | $329.0K | 0.15% | −13,388−73.5% | Reduced |
| Fiduciary Trust Co | 4,728 | $322.0K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,683 | $320.0K | 0.09% | −2,000−29.9% | Reduced |
| Brookstone Capital Management | 4,300 | $314.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Virtu Financial LLC | 4,529 | $309.0K | 0.03% | +4,529 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,517 | $308.0K | 0.03% | −11−0.2% | Reduced |
| Gradient Investments LLC | 4,496 | $307.0K | 0.01% | −1,735−27.8% | Reduced |
| HBK Sorce Advisory LLC | 4,419 | $302.0K | 0.02% | +15+0.3% | Added |
| SkyOak Wealth, LLC | 4,410 | $301.0K | 0.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,388 | $300.0K | 0.02% | +4,388 | New |
| Keystone Financial Group | 4,357 | $297.0K | 0.05% | −781−15.2% | Reduced |
| Boston Private Wealth LLC | 4,319 | $295.0K | 0.00% | −19,028−81.5% | Reduced |
| 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 |
| Wintrust Investments LLC | 4,200 | $287.0K | 0.03% | +4,200 | New |
| Meridian Investment Counsel Inc. | 4,196 | $286.0K | 0.10% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,150 | $283.0K | 0.03% | +1,150+38.3% | Added |
| Erste Asset Management GmbH | 4,100 | $282.2K | 0.01% | −2,200−34.9% | Reduced |
| Meeder Asset Management Inc | 4,142 | $282.0K | 0.03% | −3,078−42.6% | Reduced |
| Wealthsource Partners, LLC | 4,118 | $281.0K | 0.02% | +150+3.8% | Added |
| 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 |
| BKD Wealth Advisors, LLC | 4,057 | $277.0K | 0.01% | −286−6.6% | Reduced |
| 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 |
| First Nebraska Trust Co | 4,018 | $274.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| MQS Management LLC | 3,979 | $272.0K | 0.44% | +3,979 | New |
| BSW Wealth Partners | 3,881 | $265.0K | 0.07% | −230−5.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,868 | $264.0K | 0.03% | +3,868 | New |
| 1620 Investment Advisors, Inc. | 3,871 | $264.0K | 0.30% | +3,871 | New |
| Quadrant Capital Group LLC | 3,794 | $259.0K | 0.03% | −507−11.8% | Reduced |
| Forsta Ap-Fonden | 3,800 | $259.0K | 0.00% | +3,800 | New |
| Umb Bank N A | 3,772 | $257.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,772 | $256.0K | 0.01% | +3,772 | New |
| Diversified Trust Co | 3,729 | $255.0K | 0.01% | −846−18.5% | Reduced |
| Sunflower Bank, N.A. | 3,737 | $255.0K | 0.03% | −387−9.4% | Reduced |
| Watershed Asset Management, L.L.C. | 3,726 | $254.0K | 0.23% | +3,726 | New |
| CenterBook Partners LP | 3,727 | $254.0K | 0.15% | +3,727 | New |
| Federated Hermes, Inc. | 3,705 | $253.0K | 0.00% | +390+11.8% | Added |
| Fractal Investments LLC | 3,692 | $252.0K | 0.09% | +3,692 | New |
| Stratos Wealth Partners, LTD. | 3,664 | $250.0K | 0.01% | +12+0.3% | Added |
| Clarius Group, LLC | 3,632 | $248.0K | 0.02% | −3−0.1% | Reduced |
| EMG Holdings, L.P. | 3,625 | $247.0K | 0.09% | +3,625 | New |
| Snowden Capital Advisors LLC | 3,513 | $239.0K | 0.01% | −293−7.7% | Reduced |
| Van Cleef Asset Management,Inc | 3,500 | $239.0K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 3,494 | $239.0K | 0.02% | +9+0.3% | Added |
| Banque Cantonale Vaudoise | 3,451 | $236.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,438 | $235.0K | 0.01% | −9,575−73.6% | Reduced |
| Equitable Holdings, Inc. | 3,435 | $234.0K | 0.00% | −375−9.8% | Reduced |
| Level Four Advisory Services, LLC | 3,424 | $234.0K | 0.02% | +3,424 | New |
| Citizens Financial Group Inc | 3,672 | $233.0K | 0.01% | −10.0% | Reduced |
| Affinity Wealth Management LLC | 3,229 | $233.0K | 0.05% | +3,229 | New |
| Braun-Bostich & Associates Inc. | 3,229 | $233.0K | 0.06% | +3,229 | New |
| Waddell & Associates, LLC | 3,400 | $232.0K | 0.04% | 00.0% | Unchanged |