Skip to main content

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.

Institutional holdersQ3 2022: 618 institutions
Q1 2021: 629 institutionsQ2 2021: 620 institutionsQ3 2021: 637 institutionsQ4 2021: 675 institutionsQ1 2022: 653 institutionsQ2 2022: 631 institutionsQ3 2022: 618 institutionsQ4 2022: 576 institutionsQ1 2023: 493 institutionsQ2 2023: 496 institutionsQ3 2023: 478 institutionsQ4 2023: 506 institutionsQ1 2024: 503 institutionsQ2 2024: 536 institutionsQ3 2024: 532 institutionsQ4 2024: 558 institutionsQ1 2025: 570 institutionsQ2 2025: 567 institutionsQ3 2025: 605 institutionsQ4 2025: 627 institutionsQ1 2026: 616 institutionsQ2 2026: 620 institutions
Value heldQ3 2022: $5.92B
Q1 2021: $9.14BQ2 2021: $9.10BQ3 2021: $9.73BQ4 2021: $9.13BQ1 2022: $8.43BQ2 2022: $6.11BQ3 2022: $5.92BQ4 2022: $4.28BQ1 2023: $2.92BQ2 2023: $3.18BQ3 2023: $3.11BQ4 2023: $3.34BQ1 2024: $3.94BQ2 2024: $3.93BQ3 2024: $3.96BQ4 2024: $4.00BQ1 2025: $4.62BQ2 2025: $4.59BQ3 2025: $5.41BQ4 2025: $7.03BQ1 2026: $5.56BQ2 2026: $5.80B
Institutions holding LNC and their total value by quarter
QuarterHoldersValue
Q2 2026620$5.80B
Q1 2026616$5.56B
Q4 2025627$7.03B
Q3 2025605$5.41B
Q2 2025567$4.59B
Q1 2025570$4.62B
Q4 2024558$4.00B
Q3 2024532$3.96B
Q2 2024536$3.93B
Q1 2024503$3.94B
Q4 2023506$3.34B
Q3 2023478$3.11B
Q2 2023496$3.18B
Q1 2023493$2.92B
Q4 2022576$4.28B
Q3 2022618$5.92B
Q2 2022631$6.11B
Q1 2022653$8.43B
Q4 2021675$9.13B
Q3 2021637$9.73B
Q2 2021620$9.10B
Q1 2021629$9.14B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2022.

Institutions holding LNC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust1,017$44.0K0.01%+206+25.4%Added
Steward Partners Investment Advisory, LLC1,030$45.0K0.00%−60−5.5%Reduced
Covington Capital Management1,031$45.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,081$47.0K0.01%+409+60.9%Added
TD Private Client Wealth LLC1,085$47.6K0.00%+18+1.7%Added
Tradition Wealth Management, LLC1,169$51.0K0.01%+6+0.5%Added
DuPont Capital Management Corp1,166$51.0K0.00%+332+39.8%Added
Toth Financial Advisory Corp1,260$55.0K0.01%00.0%Unchanged
Investors Research Corp1,300$57.0K0.02%00.0%Unchanged
Cambridge Trust Co1,296$57.0K0.00%+16+1.3%Added
Cullen/Frost Bankers, Inc.1,347$59.0K0.00%+247+22.5%Added
State of Wyoming1,369$60.0K0.03%−186−12.0%Reduced
Zions Bancorporation, N.A.1,398$61.0K0.01%+140+11.1%Added
IFP Advisors, Inc1,902$63.0K0.00%+221+13.1%Added
Geneos Wealth Management Inc.1,564$68.0K0.00%+1,150+277.8%Added
Whittier Trust Co of Nevada Inc1,624$71.0K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators1,756$77.0K0.02%−145−7.6%Reduced
Proequities, Inc.1,818$80.0K0.01%00.0%Unchanged
Bartlett & Co. LLC1,895$83.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,895$83.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,027$88.0K0.00%−300−12.9%Reduced
DT Investment Partners, LLC2,000$88.0K0.01%+2,000New
Harvest Fund Management Co., Ltd2,028$89.0K0.03%−2,627−56.4%Reduced
Cowa, LLC2,080$91.0K0.06%+2,080New
Covestor Ltd2,103$92.0K0.08%+517+32.6%Added
Ossiam2,229$98.0K0.00%−36,922−94.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,253$99.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC2,310$101.0K0.04%00.0%Unchanged
American State Bank (Iowa)2,337$102.6K0.09%00.0%Unchanged
Whittier Trust Co2,401$105.0K0.00%−25−1.0%Reduced
Anchor Investment Management, LLC2,495$109.6K0.02%00.0%Unchanged
AIA Group Ltd2,624$115.0K0.01%−1,617−38.1%Reduced
Moisand Fitzgerald Tamayo, LLC2,638$116.0K0.03%+84+3.3%Added
CWM, LLC2,688$118.0K0.00%+587+27.9%Added
Quent Capital, LLC2,762$121.0K0.03%+159+6.1%Added
Pinebridge Investments, L.P.2,870$126.0K0.00%00.0%Unchanged
Allworth Financial LP2,893$127.0K0.00%−373−11.4%Reduced
McMillion Capital Management Inc2,900$127.0K0.12%00.0%Unchanged
Sandy Spring Bank2,989$132.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC3,217$141.0K0.00%+482+17.6%Added
BDO Wealth Advisors, LLC3,350$147.0K0.02%00.0%Unchanged
Van Eck Associates Corp3,452$152.0K0.00%+362+11.7%Added
Wipfli Financial Advisors LLC,3,600$158.0K0.01%+3,600New
Umb Bank N A3,715$163.0K0.00%+43+1.2%Added
Neo Ivy Capital Management3,771$166.0K0.44%−213−5.3%Reduced
Quadrant Capital Group LLC3,811$167.0K0.02%+455+13.6%Added
Rockefeller Capital Management L.P.3,982$173.0K0.00%+261+7.0%Added
Gradient Investments LLC4,146$182.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC4,153$182.0K0.02%+26+0.6%Added
Sugarloaf Wealth Management, LLC4,132$182.0K0.05%+2,159+109.4%Added
Old North State Trust, LLC4,248$187.0K0.16%+4,243+84,860.0%Added
Ellevest, Inc.4,277$188.0K0.02%−1,718−28.7%Reduced
Triad Financial Advisors, Inc.4,589$202.0K0.11%+12+0.3%Added
Keeley-Teton Advisors, LLC4,627$203.0K0.03%00.0%Unchanged
Summit Asset Management, LLC4,683$206.0K0.07%00.0%Unchanged
Commerce Bank4,837$213.0K0.00%+297+6.5%Added
Sound View Wealth Advisors Group, LLC4,905$215.0K0.05%00.0%Unchanged
Toroso Investments, LLC4,943$217.0K0.01%−227−4.4%Reduced
Group One Trading, L.P.4,942$217.0K0.01%+4,942New
Wealth Alliance4,964$218.0K0.04%−782−13.6%Reduced
TRUE Private Wealth Advisors4,985$218.0K0.03%−484−8.8%Reduced
Pettyjohn, Wood & White, Inc4,998$219.0K0.06%00.0%Unchanged
Gyon Technologies Capital Management, LP5,001$220.0K0.07%−17,696−78.0%Reduced
Ieq Capital, LLC5,059$222.0K0.01%+5,059New
Beacon Pointe Advisors, LLC5,076$223.0K0.00%−1,438−22.1%Reduced
Jacobi Capital Management LLC5,114$225.0K0.03%+431+9.2%Added
Zhang Financial LLC5,175$227.0K0.03%00.0%Unchanged
Chesley Taft & Associates LLC5,209$229.0K0.02%00.0%Unchanged
Regent Peak Wealth Advisors LLC5,250$230.0K0.08%−34−0.6%Reduced
Clifford Swan Investment Counsel LLC5,238$230.0K0.01%00.0%Unchanged
Cornerstone Investment Partners, LLC5,293$232.0K0.02%−126−2.3%Reduced
Versor Investments LP5,301$233.0K0.01%00.0%Unchanged
Leonteq Securities AG5,316$233.4K0.01%+2,391+81.7%Added
Wedbush Securities Inc5,353$235.0K0.01%−8−0.1%Reduced
Intercontinental Wealth Advisors, LLC5,377$236.0K0.07%+65+1.2%Added
Corient Capital Partners, LLC5,066$237.0K0.02%+17+0.3%Added
Waldron Private Wealth LLC5,505$241.0K0.01%+120+2.2%Added
Private Capital Management, LLC5,480$241.0K0.04%+5,480New
Swiss Life Asset Management Ltd5,517$242.1K0.00%−337−5.8%Reduced
Snowden Capital Advisors LLC5,554$243.0K0.01%+235+4.4%Added
Kentucky Retirement Systems Insurance Trust Fund5,551$244.0K0.02%+29+0.5%Added
Malaga Cove Capital, LLC5,608$246.0K0.14%00.0%Unchanged
North Star Investment Management Corp.5,615$247.0K0.02%00.0%Unchanged
Security Financial Services, INC.5,711$251.0K0.09%−439−7.1%Reduced
Park Avenue Securities LLC5,709$251.0K0.01%+58+1.0%Added
Avantax Advisory Services, Inc.5,714$251.0K0.00%+150+2.7%Added
Northwestern Mutual Investment Management Company, LLC5,754$253.0K0.01%−707−10.9%Reduced
Redpoint Investment Management Pty Ltd5,765$253.0K0.04%00.0%Unchanged
Meeder Asset Management Inc5,831$256.0K0.01%−958−14.1%Reduced
Colony Family Offices, LLC5,843$257.0K0.11%−60−1.0%Reduced
Cary Street Partner Investment Advisory LLC5,912$260.0K0.02%+2,769+88.1%Added
Los Angeles Capital Management LLC5,949$261.0K0.00%−74,389−92.6%Reduced
Financial Advisory Service, Inc.5,960$262.0K0.03%+49+0.8%Added
Welch & Forbes LLC6,000$263.0K0.01%00.0%Unchanged
Davenport & Co LLC6,037$265.0K0.00%−161−2.6%Reduced
Sym Financial Corp6,170$271.0K0.13%00.0%Unchanged
Grimes & Company, Inc.6,228$273.0K0.01%00.0%Unchanged
Penn Capital Management Co Inc6,323$278.0K0.03%−39,570−86.2%Reduced
Valeo Financial Advisors, LLC6,327$278.0K0.02%−105−1.6%Reduced
Cetera Investment Advisers6,421$282.0K0.01%−44−0.7%Reduced