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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 3,376 | $230.0K | 0.01% | +3,376 | New |
| Modera Wealth Management, LLC | 3,373 | $230.0K | 0.01% | +3,373 | New |
| BDO Wealth Advisors, LLC | 3,350 | $229.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,294 | $225.0K | 0.01% | +308+10.3% | Added |
| KLCM Advisors, Inc. | 3,256 | $222.0K | 0.05% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,163 | $216.0K | 0.04% | +3,163 | New |
| Empirical Finance, LLC | 3,158 | $216.0K | 0.03% | +3,158 | New |
| IBM Retirement Fund | 3,128 | $214.0K | 0.03% | −2,245−41.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,136 | $214.0K | 0.03% | −351−10.1% | Reduced |
| Brighton Jones LLC | 3,137 | $214.0K | 0.01% | +52+1.7% | Added |
| Integrated Wealth Concepts LLC | 3,139 | $214.0K | 0.01% | +3,139 | New |
| Hancock Whitney Corp | 3,100 | $212.0K | 0.01% | −370−10.7% | Reduced |
| Franklin Street Advisors Inc | 3,067 | $209.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,030 | $207.0K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,010 | $207.0K | 0.00% | −102−3.3% | Reduced |
| Capitolis Advisors LLC | 3,024 | $206.0K | 0.00% | −2,240−42.6% | Reduced |
| Paragon Capital Management Ltd | 3,020 | $206.0K | 0.03% | −35−1.1% | Reduced |
| Baader Bank INC | 3,000 | $205.0K | 0.02% | +3,000 | New |
| Resources Investment Advisors, LLC. | 3,005 | $205.0K | 0.01% | +3,005 | New |
| Walleye Capital LLC | 2,993 | $204.0K | 0.01% | −9,913−76.8% | Reduced |
| CIBC World Markets Inc. | 2,987 | $204.0K | 0.00% | +2,987 | New |
| Quent Capital, LLC | 2,972 | $203.0K | 0.04% | +2,972 | New |
| Kendall Capital Management | 2,940 | $201.0K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 2,932 | $200.0K | 0.01% | −56−1.9% | Reduced |
| Allworth Financial LP | 2,831 | $193.0K | 0.00% | +8+0.3% | Added |
| Sandy Spring Bank | 2,749 | $187.0K | 0.01% | −15−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,661 | $181.0K | 0.00% | −224−7.8% | Reduced |
| Anchor Investment Management, LLC | 2,595 | $177.1K | 0.02% | +100+4.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,553 | $174.0K | 0.00% | −100−3.8% | Reduced |
| Whittier Trust Co | 2,401 | $164.0K | 0.00% | +303+14.4% | Added |
| American State Bank (Iowa) | 2,337 | $159.5K | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,318 | $158.2K | 0.02% | +192+9.0% | Added |
| Ameritas Investment Partners, Inc. | 2,327 | $158.0K | 0.01% | −270−10.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,320 | $158.0K | 0.03% | −170−6.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,310 | $158.0K | 0.04% | +2,310 | New |
| Clearstead Advisors, LLC | 2,179 | $149.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 2,103 | $144.0K | 0.01% | +2,103 | New |
| Proequities, Inc. | 2,026 | $138.0K | 0.01% | −10.0% | Reduced |
| Cutler Group LP | 2,003 | $136.0K | 0.01% | −7,155−78.1% | Reduced |
| Key Financial Inc | 1,929 | $132.0K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,906 | $130.0K | 0.01% | +552+40.8% | Added |
| Van Eck Associates Corp | 1,875 | $128.0K | 0.00% | +512+37.6% | Added |
| Duncker Streett & Co Inc | 1,800 | $123.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,750 | $119.0K | 0.00% | +1,750 | New |
| Federation des caisses Desjardins du Quebec | 1,652 | $112.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,647 | $112.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,572 | $107.0K | 0.03% | +1,253+392.8% | Added |
| Harvest Fund Management Co., Ltd | 1,470 | $100.0K | 0.02% | −4−0.3% | Reduced |
| Gladius Capital Management LP | 1,400 | $96.0K | 0.03% | +1,400 | New |
| CWM, LLC | 1,357 | $93.0K | 0.00% | +1,357 | New |
| Investors Research Corp | 1,300 | $89.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,299 | $89.0K | 0.01% | +65+5.3% | Added |
| Lloyd Advisory Services, LLC. | 1,280 | $87.0K | 0.04% | +1,280 | New |
| Toth Financial Advisory Corp | 1,260 | $86.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,256 | $86.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,208 | $82.0K | 0.01% | +1,150+1,982.8% | Added |
| DuPont Capital Management Corp | 1,187 | $81.0K | 0.00% | −23,927−95.3% | Reduced |
| Sentry Investment Management LLC | 1,181 | $81.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,163 | $79.0K | 0.01% | +1+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,100 | $75.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,106 | $75.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,066 | $72.8K | 0.00% | −25−2.3% | Reduced |
| Covington Capital Management | 1,031 | $70.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,019 | $70.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 962 | $66.0K | 0.00% | −3−0.3% | Reduced |
| Harbour Investments, Inc. | 953 | $65.0K | 0.00% | −7,756−89.1% | Reduced |
| Carolinas Wealth Consulting LLC | 947 | $65.0K | 0.01% | −108−10.2% | Reduced |
| Assetmark, Inc | 929 | $63.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 912 | $62.0K | 0.00% | −828−47.6% | Reduced |
| NuWave Investment Management, LLC | 856 | $58.0K | 0.07% | +200+30.5% | Added |
| TCI Wealth Advisors, Inc. | 833 | $57.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 814 | $56.0K | 0.01% | +2+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 820 | $56.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 810 | $55.0K | 0.01% | +68+9.2% | Added |
| Geneos Wealth Management Inc. | 764 | $52.0K | 0.00% | −249−24.6% | Reduced |
| First Horizon Advisors, Inc. | 761 | $52.0K | 0.00% | −13−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 764 | $52.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 763 | $52.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 736 | $50.0K | 0.02% | +736 | New |
| AdvisorNet Financial, Inc | 687 | $47.0K | 0.00% | −647−48.5% | Reduced |
| American National Bank | 668 | $46.0K | 0.01% | +29+4.5% | Added |
| NEXT Financial Group, Inc | 616 | $42.0K | 0.00% | +31+5.3% | Added |
| Desjardins Global Asset Management Inc. | 623 | $42.0K | 0.00% | +623 | New |
| CVA Family Office, LLC | 610 | $42.0K | 0.01% | +610 | New |
| Smithfield Trust Co | 525 | $36.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 531 | $36.0K | 0.01% | +71+15.4% | Added |
| Confluence Wealth Services, Inc. | 538 | $36.0K | 0.01% | +538 | New |
| Loomis Sayles & Co L P | 500 | $34.0K | 0.00% | −45−8.3% | Reduced |
| Valley National Advisers Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 504 | $34.0K | 0.01% | +291+136.6% | Added |
| Asset Dedication, LLC | 443 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 437 | $29.8K | 0.00% | +253+137.5% | Added |
| Reilly Financial Advisors, LLC | 405 | $28.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 411 | $28.0K | 0.00% | +411 | New |
| HBC Financial Services, PLLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 390 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 377 | $26.0K | 0.00% | −2−0.5% | Reduced |
| IMA Wealth, Inc. | 350 | $24.0K | 0.01% | 00.0% | Unchanged |