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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 896 | $27.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 923 | $28.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 930 | $28.6K | 0.00% | −155−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 990 | $30.4K | 0.00% | −40−3.9% | Reduced |
| Byrne Asset Management LLC | 995 | $30.6K | 0.02% | +995 | New |
| Washington Trust Co | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,006 | $30.9K | 0.01% | −11−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 712 | $31.0K | 0.00% | +408+134.2% | Added |
| Pathway Financial Advisers, LLC | 1,104 | $33.9K | 0.01% | +1,104 | New |
| Zions Bancorporation, N.A. | 1,152 | $35.4K | 0.00% | −246−17.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,155 | $35.5K | 0.01% | −601−34.2% | Reduced |
| Geneos Wealth Management Inc. | 1,164 | $35.8K | 0.00% | −400−25.6% | Reduced |
| General Partner, Inc. | 1,170 | $35.9K | 0.03% | +1,170 | New |
| Tradition Wealth Management, LLC | 1,165 | $36.0K | 0.01% | −4−0.3% | Reduced |
| Barrett & Company, Inc. | 1,200 | $36.9K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,243 | $38.2K | 0.00% | +1,243 | New |
| Toth Financial Advisory Corp | 1,260 | $38.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,265 | $38.9K | 0.01% | −1,497−54.2% | Reduced |
| Cambridge Trust Co | 1,280 | $39.0K | 0.00% | −16−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,313 | $40.3K | 0.02% | +1,313 | New |
| Proequities, Inc. | 1,319 | $40.5K | 0.00% | −499−27.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,336 | $41.0K | 0.00% | −11−0.8% | Reduced |
| Pinebridge Investments, L.P. | 1,358 | $41.7K | 0.00% | −1,512−52.7% | Reduced |
| Cutler Group LP | 1,402 | $43.0K | 0.01% | +1,352+2,704.0% | Added |
| State of Wyoming | 1,443 | $44.3K | 0.01% | +74+5.4% | Added |
| Industrial Alliance Investment Management Inc. | 1,453 | $45.0K | 0.00% | +1,453 | New |
| Whittier Trust Co of Nevada Inc | 1,616 | $49.6K | 0.00% | −8−0.5% | Reduced |
| IFP Advisors, Inc | 1,754 | $51.0K | 0.00% | −148−7.8% | Reduced |
| Parallel Advisors, LLC | 1,830 | $56.2K | 0.00% | −7,224−79.8% | Reduced |
| Bartlett & Co. LLC | 1,895 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,895 | $58.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,924 | $59.0K | 0.05% | −179−8.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,953 | $60.0K | 0.02% | −2,179−52.7% | Reduced |
| Register Financial Advisors LLC | 2,050 | $63.0K | 0.04% | +2,050 | New |
| Ameritas Investment Partners, Inc. | 2,027 | $64.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,168 | $66.6K | 0.01% | +168+8.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $69.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,310 | $71.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,337 | $71.8K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 2,401 | $73.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,495 | $76.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,695 | $82.8K | 0.02% | +57+2.2% | Added |
| Umb Bank N A | 2,834 | $87.0K | 0.00% | −881−23.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,862 | $87.9K | 0.01% | −3,050−51.6% | Reduced |
| Allworth Financial LP | 2,922 | $89.8K | 0.00% | +29+1.0% | Added |
| Ellevest, Inc. | 2,989 | $91.8K | 0.01% | −1,288−30.1% | Reduced |
| Sandy Spring Bank | 2,989 | $91.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,345 | $102.8K | 0.01% | −466−12.2% | Reduced |
| BDO Wealth Advisors, LLC | 3,350 | $102.9K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,451 | $106.0K | 0.01% | −7,100−67.3% | Reduced |
| Pacer Advisors, Inc. | 3,456 | $106.2K | 0.00% | −197,414−98.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,760 | $115.5K | 0.00% | −19,326−83.7% | Reduced |
| Itau Unibanco Holding S.A. | 4,046 | $124.0K | 0.01% | +4,046 | New |
| Clearstead Advisors, LLC | 4,140 | $127.2K | 0.01% | −13−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,223 | $130.0K | 0.01% | −15,625−78.7% | Reduced |
| Gradient Investments LLC | 4,308 | $132.3K | 0.00% | +162+3.9% | Added |
| CWM, LLC | 4,356 | $134.0K | 0.00% | +1,668+62.1% | Added |
| Point72 Middle East FZE | 4,482 | $137.7K | 0.01% | +4,482 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,826 | $148.3K | 0.00% | −928−16.1% | Reduced |
| Counterpoint Mutual Funds LLC | 4,990 | $153.3K | 0.16% | +4,990 | New |
| Point72 Asset Management, L.P. | 5,347 | $164.3K | 0.00% | −238,653−97.8% | Reduced |
| Rockefeller Capital Management L.P. | 5,432 | $166.0K | 0.00% | +1,450+36.4% | Added |
| GWM Advisors LLC | 5,930 | $171.8K | 0.00% | −7,498−55.8% | Reduced |
| North Star Investment Management Corp. | 5,626 | $172.8K | 0.02% | +11+0.2% | Added |
| Natixis | 6,205 | $190.6K | 0.00% | −3,334−35.0% | Reduced |
| Leonteq Securities AG | 6,319 | $194.1K | 0.01% | +1,003+18.9% | Added |
| Signaturefd, LLC | 6,394 | $196.4K | 0.01% | −833−11.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,384 | $200.8K | 0.23% | −1,448−18.5% | Reduced |
| Baird Financial Group, Inc. | 6,541 | $201.0K | 0.00% | −3,231−33.1% | Reduced |
| Regions Financial Corp | 6,583 | $202.0K | 0.00% | −26−0.4% | Reduced |
| Meeder Asset Management Inc | 6,683 | $205.3K | 0.02% | +852+14.6% | Added |
| Valeo Financial Advisors, LLC | 6,697 | $205.7K | 0.01% | +370+5.8% | Added |
| Rothschild Investment Corp | 6,860 | $211.0K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,894 | $211.8K | 0.00% | −7,971−53.6% | Reduced |
| Thrivent Financial for Lutherans | 6,897 | $212.0K | 0.00% | −12−0.2% | Reduced |
| Security Financial Services, INC. | 6,961 | $213.8K | 0.07% | +1,250+21.9% | Added |
| Colony Family Offices, LLC | 7,054 | $216.7K | 0.09% | +1,211+20.7% | Added |
| Hilltop Holdings Inc. | 7,069 | $217.1K | 0.03% | +7,069 | New |
| Capula Management Ltd | 7,070 | $217.2K | 0.02% | −9,850−58.2% | Reduced |
| Westhampton Capital, LLC | 7,090 | $217.8K | 0.15% | +7,090 | New |
| Davenport & Co LLC | 7,097 | $218.0K | 0.00% | +1,060+17.6% | Added |
| Wedbush Securities Inc | 7,099 | $218.0K | 0.01% | +1,746+32.6% | Added |
| Jacobi Capital Management LLC | 7,124 | $218.8K | 0.03% | +2,010+39.3% | Added |
| Verdence Capital Advisors LLC | 7,162 | $220.0K | 0.03% | −1,610−18.4% | Reduced |
| Federated Hermes, Inc. | 7,216 | $221.7K | 0.00% | +272+3.9% | Added |
| New Mexico Educational Retirement Board | 7,363 | $226.0K | 0.01% | −900−10.9% | Reduced |
| CI Private Wealth, LLC | 7,361 | $226.1K | 0.00% | +7,361 | New |
| Delphia (USA) Inc. | 7,398 | $227.3K | 0.26% | +7,398 | New |
| Vident Investment Advisory, LLC | 7,500 | $230.4K | 0.01% | +389+5.5% | Added |
| Pathstone Family Office, LLC | 8,937 | $231.3K | 0.00% | −1,973−18.1% | Reduced |
| Davis Investment Partners, LLC | 6,685 | $231.7K | 0.12% | +6,685 | New |
| Asahi Life Asset Management Co., Ltd. | 7,700 | $236.5K | 0.08% | +7,700 | New |
| Plancorp, LLC | 7,837 | $240.7K | 0.01% | −231−2.9% | Reduced |
| Waldron Private Wealth LLC | 5,505 | $241.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 7,846 | $241.0K | 0.00% | −356−4.3% | Reduced |
| Savant Capital, LLC | 7,870 | $241.8K | 0.01% | −1,611−17.0% | Reduced |
| Vontobel Holding Ltd. | 8,263 | $244.0K | 0.00% | +8,263 | New |
| Arrow Investment Advisors, LLC | 7,950 | $244.2K | 0.17% | +7,950 | New |
| Bradley Foster & Sargent Inc | 8,000 | $245.8K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 8,051 | $247.3K | 0.20% | +8,051 | New |