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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,818 | $80.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,756 | $77.0K | 0.02% | −145−7.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,624 | $71.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,564 | $68.0K | 0.00% | +1,150+277.8% | Added |
| IFP Advisors, Inc | 1,902 | $63.0K | 0.00% | +221+13.1% | Added |
| Zions Bancorporation, N.A. | 1,398 | $61.0K | 0.01% | +140+11.1% | Added |
| State of Wyoming | 1,369 | $60.0K | 0.03% | −186−12.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,347 | $59.0K | 0.00% | +247+22.5% | Added |
| Investors Research Corp | 1,300 | $57.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,296 | $57.0K | 0.00% | +16+1.3% | Added |
| Toth Financial Advisory Corp | 1,260 | $55.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,169 | $51.0K | 0.01% | +6+0.5% | Added |
| DuPont Capital Management Corp | 1,166 | $51.0K | 0.00% | +332+39.8% | Added |
| TD Private Client Wealth LLC | 1,085 | $47.6K | 0.00% | +18+1.7% | Added |
| Lindbrook Capital, LLC | 1,081 | $47.0K | 0.01% | +409+60.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,030 | $45.0K | 0.00% | −60−5.5% | Reduced |
| Covington Capital Management | 1,031 | $45.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,017 | $44.0K | 0.01% | +206+25.4% | Added |
| Carolinas Wealth Consulting LLC | 947 | $42.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 923 | $41.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 896 | $39.0K | 0.00% | −123−12.1% | Reduced |
| 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 |
| Barrett & Company, Inc. | 1,200 | $36.9K | 0.02% | +1,200 | New |
| Oakworth Capital, Inc. | 763 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 717 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 760 | $33.0K | 0.02% | −474−38.4% | Reduced |
| High Net Worth Advisory Group LLC | 736 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 699 | $31.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 668 | $29.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 670 | $29.0K | 0.00% | +358+114.7% | Added |
| 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 |
| Valley National Advisers Inc | 500 | $25.0K | 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 |
| Smithfield Trust Co | 525 | $22.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 373 | $20.0K | 0.00% | +6+1.6% | Added |
| Asset Dedication, LLC | 471 | $20.0K | 0.00% | +471 | New |
| IMA Wealth, Inc. | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 350 | $15.4K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $15.0K | 0.02% | 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 |
| HBC Financial Services, PLLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 268 | $12.0K | 0.01% | +268 | New |
| Glassman Wealth Services | 244 | $11.0K | 0.00% | −9−3.6% | Reduced |
| Annapolis Financial Services, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 231 | $10.0K | 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 |
| McIlrath & Eck, LLC | 185 | $8.00K | 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 |
| Archer Investment Corp | 158 | $6.94K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 148 | $6.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 135 | $6.00K | 0.00% | −15−10.0% | Reduced |
| 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 |
| Sutton Wealth Advisors Inc. | 96 | $4.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 47 | $2.06K | 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 |
| Global Financial Private Client, LLC | 25 | $1.14K | 0.00% | 00.0% | Unchanged |