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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 2022

Institutional positions in Lincoln National Corp as of Dec 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
576
−32 vs. Q3 2022
Shares held
137.7M
+3.47M (+2.6%) vs. Q3 2022
Total value
$4.28B
−$1.63B (−27.6%) vs. Q3 2022
New holders
81
191 more added
Sold out
113
214 more reduced

10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 576 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 heldQ4 2022: $4.28B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q3 2022.

Institutions holding LNC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC6$00.00%00.0%Unchanged
Sofos Investments, Inc.31$920.00%+31New
AdvisorNet Financial, Inc5$1540.00%−70−93.3%Reduced
Prestige Wealth Management Group LLC9$2760.00%−8−47.1%Reduced
Disciplined Investments, LLC10$3070.00%−18−64.3%Reduced
Kayne Anderson Rudnick Investment Management LLC10$3070.00%00.0%Unchanged
My Personal CFO, LLC10$3070.00%+10New
Money Concepts Capital Corp13$4000.00%+13New
Atlas Capital Advisors LLC16$4910.00%00.0%Unchanged
Eagle Bay Advisors LLC18$5530.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.22$6810.00%00.0%Unchanged
SOA Wealth Advisors, LLC.23$7090.00%−8−25.8%Reduced
Highline Wealth Partners LLC24$7370.00%00.0%Unchanged
Global Financial Private Client, LLC25$7680.00%00.0%Unchanged
Abound Wealth Management26$7990.00%00.0%Unchanged
Colonial Trust Advisors28$8600.00%+28New
BerganKDV Wealth Management, LLC29$8900.00%−2−6.5%Reduced
MCF Advisors LLC32$9830.00%−27−45.8%Reduced
SRS Capital Advisors, Inc.32$9830.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC35$1.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC43$1.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.22$1.00K0.00%00.0%Unchanged
Schubert & Co33$1.01K0.00%−1−2.9%Reduced
Accurate Wealth Management, LLC37$1.16K0.00%+37New
New England Capital Financial Advisors LLC41$1.29K0.00%+41New
Raffa Wealth Management, LLC47$1.44K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.50$1.54K0.00%−421−89.4%Reduced
Carmichael Hill & Associates, Inc.51$1.57K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton53$1.63K0.00%00.0%Unchanged
EWG Elevate Inc.54$1.66K0.00%+54New
Washington Trust Advisors, Inc.57$1.75K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC60$1.84K0.00%−53−46.9%Reduced
Antonetti Capital Management LLC60$1.84K0.00%00.0%Unchanged
SJS Investment Consulting Inc.62$1.90K0.00%+4+6.9%Added
Trifecta Capital Advisors, LLC63$1.94K0.00%+63New
Hanson & Doremus Investment Management59$2.00K0.00%−640−91.6%Reduced
ClariVest Asset Management LLC77$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc67$2.06K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC75$2.30K0.00%−3,142−97.7%Reduced
Crewe Advisors LLC82$2.52K0.00%−115−58.4%Reduced
First Manhattan Co94$2.89K0.00%+94New
Pflug Koory, LLC86$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1,073$3.00K0.00%+1,073New
Earnest Partners LLC105$3.23K0.00%00.0%Unchanged
Piscataqua Savings Bank107$3.29K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.108$3.32K0.00%+12+12.5%Added
Northwest Investment Counselors, LLC112$3.44K0.00%00.0%Unchanged
Truvestments Capital LLC114$3.50K0.00%+1+0.9%Added
Farmers & Merchants Investments Inc118$3.63K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC133$4.09K0.00%+65+95.6%Added
Delta Asset Management LLC136$4.18K0.00%+136New
South State Corp.138$4.24K0.00%00.0%Unchanged
Key Financial Inc100$4.39K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.150$4.61K0.00%−185−55.2%Reduced
Creative Financial Designs Inc157$4.82K0.00%+157New
Archer Investment Corp158$4.85K0.00%00.0%Unchanged
Brown Brothers Harriman & Co161$4.95K0.00%−509−76.0%Reduced
Lazard Asset Management LLC183$5.00K0.00%+23+14.4%Added
McIlrath & Eck, LLC185$5.68K0.00%00.0%Unchanged
Private Trust Co NA193$6.00K0.00%−38−16.5%Reduced
CKW Financial Group200$6.00K0.00%00.0%Unchanged
Central Trust Co200$6.14K0.00%00.0%Unchanged
Atticus Wealth Management, LLC200$6.14K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP216$6.64K0.00%+216New
BI Asset Management Fondsmaeglerselskab A/S235$7.00K0.00%+235New
MV Capital Management, Inc.235$7.22K0.00%+209+803.8%Added
Annapolis Financial Services, LLC250$7.68K0.00%00.0%Unchanged
Massmutual Trust Co FSB268$8.00K0.00%+192+252.6%Added
Smithfield Trust Co300$9.00K0.00%−225−42.9%Reduced
HBC Financial Services, PLLC300$9.00K0.01%00.0%Unchanged
Glassman Wealth Services313$9.62K0.00%+69+28.3%Added
Cornerstone Management, Inc.350$10.8K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC371$11.4K0.00%+371New
Colonial Trust Co403$12.4K0.00%+403New
Castleview Partners, LLC449$13.8K0.01%−400−47.1%Reduced
Jones Financial Companies LLLP468$14.0K0.00%−68−12.7%Reduced
Asset Dedication, LLC443$14.0K0.00%−28−5.9%Reduced
Gyon Technologies Capital Management, LP488$15.0K0.01%−4,513−90.2%Reduced
Highlander Capital Management, LLC500$15.0K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.515$15.0K0.00%+15+3.0%Added
Larson Financial Group LLC489$15.0K0.00%+15+3.2%Added
Concord Wealth Partners489$15.0K0.00%+489New
Valley National Advisers Inc500$16.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC536$16.0K0.00%+536New
Capital Analysts, LLC552$17.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc600$18.4K0.00%00.0%Unchanged
Belpointe Asset Management LLC640$19.7K0.00%+640New
Rebalance, LLC640$19.7K0.00%+640New
Carolinas Wealth Consulting LLC650$20.0K0.00%−297−31.4%Reduced
CoreCap Advisors, LLC660$20.3K0.00%+660New
American National Bank676$21.0K0.00%+8+1.2%Added
Lindbrook Capital, LLC702$21.6K0.00%−379−35.1%Reduced
Global Retirement Partners, LLC703$21.6K0.00%+330+88.5%Added
High Net Worth Advisory Group LLC736$22.6K0.01%00.0%Unchanged
Oakworth Capital, Inc.763$23.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.765$23.5K0.00%+225+41.7%Added
Harbour Investments, Inc.775$23.8K0.00%+58+8.1%Added
Boyd Watterson Asset Management LLC850$26.1K0.01%+850New
Laurel Wealth Advisors LLC852$26.2K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC895$27.5K0.00%+304+51.4%Added