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, Q1 2022
Institutional positions in Lincoln National Corp as of Mar 31, 2022. 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
- 653
- −14 vs. Q4 2021
- Shares held
- 129.3M
- −4.44M (−3.3%) vs. Q4 2021
- Total value
- $8.43B
- −$684.9M (−7.5%) vs. Q4 2021
- New holders
- 53
- 215 more added
- Sold out
- 67
- 254 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 13 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $0 | 0.00% | +6 | New |
| CFS Investment Advisory Services, LLC | 15,294 | $0 | 0.00% | +15,294 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $130 | 0.00% | – | – |
| Old North State Trust, LLC | 5 | $329 | 0.26% | −5,128−99.9% | Reduced |
| Freedman Financial Associates, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $2.00K | 0.00% | +2+8.7% | Added |
| Disciplined Investments, LLC | 26 | $2.00K | 0.00% | +26 | New |
| BerganKDV Wealth Management, LLC | 43 | $3.00K | 0.00% | +1+2.4% | Added |
| Carmichael Hill & Associates, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 47 | $3.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $4.00K | 0.00% | +60 | New |
| MCF Advisors LLC | 59 | $4.00K | 0.00% | +59 | New |
| Washington Trust Advisors, Inc. | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $6.00K | 0.00% | +49+100.0% | Added |
| JFS Wealth Advisors, LLC | 91 | $6.00K | 0.00% | +57+167.6% | Added |
| Sutton Wealth Advisors Inc. | 104 | $6.80K | 0.00% | +12+13.0% | Added |
| MV Capital Management, Inc. | 112 | $7.00K | 0.00% | −14−11.1% | Reduced |
| Northwest Investment Counselors, LLC | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $7.00K | 0.00% | +100 | New |
| Missouri Trust & Investment Co | 125 | $8.00K | 0.00% | −228−64.6% | Reduced |
| Peoples Financial Services Corp. | 117 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 119 | $8.00K | 0.00% | +119 | New |
| Koshinski Asset Management, Inc. | 128 | $8.37K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 140 | $9.00K | 0.00% | −130−48.1% | Reduced |
| Spire Wealth Management | 141 | $9.00K | 0.00% | −99−41.3% | Reduced |
| SOA Wealth Advisors, LLC. | 149 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Investments, LLC | 150 | $9.00K | 0.00% | +150 | New |
| South State Corp. | 142 | $10.0K | 0.00% | −25−15.0% | Reduced |
| Archer Investment Corp | 158 | $10.1K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 163 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 175 | $11.0K | 0.00% | +173+8,650.0% | Added |
| Clear Street Markets LLC | 168 | $11.0K | 0.00% | +168 | New |
| McIlrath & Eck, LLC | 185 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 184 | $12.0K | 0.00% | −253−57.9% | Reduced |
| Johnson Financial Group, Inc. | 205 | $13.0K | 0.00% | −206−50.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 258 | $16.0K | 0.01% | −62−19.4% | Reduced |
| Gemmer Asset Management LLC | 247 | $16.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 246 | $16.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 239 | $16.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $18.0K | 0.01% | −100−25.0% | Reduced |
| Global Retirement Partners, LLC | 345 | $18.0K | 0.00% | +319+1,226.9% | Added |
| TCWP LLC | 278 | $18.0K | 0.00% | +278 | New |
| Brown Brothers Harriman & Co | 291 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 318 | $21.0K | 0.01% | +28+9.7% | Added |
| Loomis Sayles & Co L P | 338 | $22.0K | 0.00% | −162−32.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 335 | $22.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 350 | $22.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 350 | $23.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 350 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 369 | $24.0K | 0.00% | −8−2.1% | Reduced |
| Evoke Wealth, LLC | 364 | $24.0K | 0.00% | +36+11.0% | Added |
| Larson Financial Group LLC | 466 | $30.0K | 0.00% | −65−12.2% | Reduced |
| Achmea Investment Management B.V. | 468 | $30.0K | 0.00% | +468 | New |
| Asset Dedication, LLC | 471 | $31.0K | 0.00% | +28+6.3% | Added |
| Private Capital Group, LLC | 483 | $32.0K | 0.01% | +157+48.2% | Added |
| Hanson & Doremus Investment Management | 493 | $32.0K | 0.01% | +434+735.6% | Added |
| SRS Capital Advisors, Inc. | 499 | $33.0K | 0.00% | −2,637−84.1% | Reduced |
| Valley National Advisers Inc | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 503 | $33.0K | 0.01% | −1−0.2% | Reduced |
| Smithfield Trust Co | 525 | $34.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 545 | $35.0K | 0.01% | −288−34.6% | Reduced |
| Desjardins Global Asset Management Inc. | 587 | $38.0K | 0.00% | −36−5.8% | Reduced |
| Capital Directions Investment Advisors, LLC | 600 | $39.0K | 0.01% | +600 | New |
| State of Wyoming | 620 | $41.0K | 0.02% | +620 | New |
| CVA Family Office, LLC | 640 | $42.0K | 0.01% | +30+4.9% | Added |
| American National Bank | 668 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 693 | $45.0K | 0.00% | −68−8.9% | Reduced |
| AdvisorNet Financial, Inc | 684 | $45.0K | 0.00% | −3−0.4% | Reduced |
| Lazard Asset Management LLC | 741 | $48.0K | 0.00% | −171−18.8% | Reduced |
| High Net Worth Advisory Group LLC | 736 | $48.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 763 | $50.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 797 | $52.0K | 0.03% | −53,674−98.5% | Reduced |
| Geneos Wealth Management Inc. | 814 | $53.0K | 0.00% | +50+6.5% | Added |
| Lindbrook Capital, LLC | 819 | $54.0K | 0.01% | +9+1.1% | Added |
| Assetmark, Inc | 923 | $60.0K | 0.00% | −6−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 940 | $61.0K | 0.00% | +940 | New |