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, Q3 2022
Institutional positions in Lincoln National Corp as of Sep 30, 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
- 618
- −8 vs. Q2 2022
- Shares held
- 134.5M
- +3.99M (+3.1%) vs. Q2 2022
- Total value
- $5.92B
- −$194.3M (−3.2%) vs. Q2 2022
- New holders
- 57
- 221 more added
- Sold out
- 65
- 222 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $0 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 16 | $702 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 28 | $1.00K | 0.00% | −338−92.3% | Reduced |
| SRS Capital Advisors, Inc. | 32 | $1.00K | 0.00% | −159−83.2% | Reduced |
| MV Capital Management, Inc. | 26 | $1.00K | 0.00% | −115−81.6% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $1.00K | 0.00% | −39−69.6% | Reduced |
| Schubert & Co | 34 | $1.00K | 0.00% | −22−39.3% | Reduced |
| BerganKDV Wealth Management, LLC | 31 | $1.00K | 0.00% | −12−27.9% | Reduced |
| Semmax Financial Advisors Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $1.00K | 0.00% | +13+86.7% | Added |
| SOA Wealth Advisors, LLC. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 24 | $1.00K | 0.00% | +24 | New |
| Newbridge Financial Services Group, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Highline Wealth Partners LLC | 24 | $1.05K | 0.00% | +24 | New |
| Abound Wealth Management | 26 | $1.14K | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 50 | $2.00K | 0.00% | −200−80.0% | Reduced |
| Rosenberg Matthew Hamilton | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $2.00K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 47 | $2.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $3.00K | 0.00% | −729−90.7% | Reduced |
| Massmutual Trust Co FSB | 76 | $3.00K | 0.00% | −9−10.6% | Reduced |
| ClariVest Asset Management LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 68 | $3.00K | 0.00% | +10+17.2% | Added |
| Antonetti Capital Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 57 | $3.00K | 0.00% | +5+9.6% | Added |
| SJS Investment Consulting Inc. | 58 | $3.00K | 0.00% | +58 | New |
| Key Financial Inc | 100 | $4.00K | 0.00% | −1,285−92.8% | Reduced |
| Clear Street Markets LLC | 100 | $4.00K | 0.00% | −339−77.2% | Reduced |
| Pflug Koory, LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Community Bank, N.A. | 80 | $4.00K | 0.00% | +80 | New |
| Sutton Wealth Advisors Inc. | 96 | $4.21K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 118 | $5.00K | 0.00% | +18+18.0% | Added |
| Northwest Investment Counselors, LLC | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 113 | $5.00K | 0.00% | +1+0.9% | Added |
| Piscataqua Savings Bank | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $5.00K | 0.00% | +101+841.7% | Added |
| CVA Family Office, LLC | 135 | $6.00K | 0.00% | −15−10.0% | Reduced |
| American Portfolios Advisors | 148 | $6.50K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $6.94K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 160 | $7.00K | 0.00% | −590−78.7% | Reduced |
| South State Corp. | 138 | $7.00K | 0.00% | −4−2.8% | Reduced |
| Manchester Capital Management LLC | 158 | $7.00K | 0.00% | +66+71.7% | Added |
| Independence Bank of Kentucky | 160 | $7.00K | 0.00% | +160 | New |
| McIlrath & Eck, LLC | 185 | $8.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $9.00K | 0.00% | +100+100.0% | Added |
| Crewe Advisors LLC | 197 | $9.00K | 0.00% | +115+140.2% | Added |
| Private Trust Co NA | 231 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 244 | $11.0K | 0.00% | −9−3.6% | Reduced |
| Annapolis Financial Services, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 268 | $12.0K | 0.01% | +268 | New |
| HBC Financial Services, PLLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 328 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 304 | $14.0K | 0.00% | +163+115.6% | Added |
| Surevest, LLC | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $15.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 350 | $15.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 373 | $20.0K | 0.00% | +6+1.6% | Added |
| Asset Dedication, LLC | 471 | $20.0K | 0.00% | +471 | New |
| TCI Wealth Advisors, Inc. | 471 | $21.0K | 0.00% | −102−17.8% | Reduced |
| Desjardins Global Asset Management Inc. | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 468 | $21.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 474 | $21.0K | 0.00% | +4+0.9% | Added |
| Smithfield Trust Co | 525 | $22.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 552 | $24.0K | 0.00% | −1,006−64.6% | Reduced |
| Selective Wealth Management, Inc. | 553 | $24.0K | 0.01% | −553−50.0% | Reduced |
| First Horizon Advisors, Inc. | 540 | $24.0K | 0.00% | −319−37.1% | Reduced |
| Jones Financial Companies LLLP | 536 | $24.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 600 | $26.0K | 0.01% | −1,200−66.7% | Reduced |
| EverSource Wealth Advisors, LLC | 591 | $26.0K | 0.01% | +297+101.0% | Added |
| American National Bank | 668 | $29.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 670 | $29.0K | 0.00% | +358+114.7% | Added |
| Hanson & Doremus Investment Management | 699 | $31.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 736 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 760 | $33.0K | 0.02% | −474−38.4% | Reduced |
| Oakworth Capital, Inc. | 763 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 717 | $34.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $36.9K | 0.02% | +1,200 | New |
| Castleview Partners, LLC | 849 | $37.0K | 0.04% | −41,260−98.0% | Reduced |
| Laurel Wealth Advisors LLC | 852 | $37.0K | 0.01% | −404−32.2% | Reduced |
| HM Payson & Co | 896 | $39.0K | 0.00% | −123−12.1% | Reduced |
| Assetmark, Inc | 923 | $41.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 947 | $42.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |