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 |
|---|---|---|---|---|---|
| Security Financial Services, INC. | 6,961 | $213.8K | 0.07% | +1,250+21.9% | Added |
| Thrivent Financial for Lutherans | 6,897 | $212.0K | 0.00% | −12−0.2% | Reduced |
| Neuberger Berman Group LLC | 6,894 | $211.8K | 0.00% | −7,971−53.6% | Reduced |
| Rothschild Investment Corp | 6,860 | $211.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,697 | $205.7K | 0.01% | +370+5.8% | Added |
| Meeder Asset Management Inc | 6,683 | $205.3K | 0.02% | +852+14.6% | Added |
| Regions Financial Corp | 6,583 | $202.0K | 0.00% | −26−0.4% | Reduced |
| Baird Financial Group, Inc. | 6,541 | $201.0K | 0.00% | −3,231−33.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,384 | $200.8K | 0.23% | −1,448−18.5% | Reduced |
| Signaturefd, LLC | 6,394 | $196.4K | 0.01% | −833−11.5% | Reduced |
| Leonteq Securities AG | 6,319 | $194.1K | 0.01% | +1,003+18.9% | Added |
| Natixis | 6,205 | $190.6K | 0.00% | −3,334−35.0% | Reduced |
| North Star Investment Management Corp. | 5,626 | $172.8K | 0.02% | +11+0.2% | Added |
| GWM Advisors LLC | 5,930 | $171.8K | 0.00% | −7,498−55.8% | Reduced |
| Rockefeller Capital Management L.P. | 5,432 | $166.0K | 0.00% | +1,450+36.4% | Added |
| Point72 Asset Management, L.P. | 5,347 | $164.3K | 0.00% | −238,653−97.8% | Reduced |
| Counterpoint Mutual Funds LLC | 4,990 | $153.3K | 0.16% | +4,990 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,826 | $148.3K | 0.00% | −928−16.1% | Reduced |
| Point72 Middle East FZE | 4,482 | $137.7K | 0.01% | +4,482 | New |
| CWM, LLC | 4,356 | $134.0K | 0.00% | +1,668+62.1% | Added |
| Gradient Investments LLC | 4,308 | $132.3K | 0.00% | +162+3.9% | Added |
| Tower Research Capital LLC (TRC) | 4,223 | $130.0K | 0.01% | −15,625−78.7% | Reduced |
| Clearstead Advisors, LLC | 4,140 | $127.2K | 0.01% | −13−0.3% | Reduced |
| Itau Unibanco Holding S.A. | 4,046 | $124.0K | 0.01% | +4,046 | New |
| Federation des caisses Desjardins du Quebec | 3,760 | $115.5K | 0.00% | −19,326−83.7% | Reduced |
| Pacer Advisors, Inc. | 3,456 | $106.2K | 0.00% | −197,414−98.3% | Reduced |
| Banque Cantonale Vaudoise | 3,451 | $106.0K | 0.01% | −7,100−67.3% | Reduced |
| BDO Wealth Advisors, LLC | 3,350 | $102.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,345 | $102.8K | 0.01% | −466−12.2% | Reduced |
| 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 |
| Allworth Financial LP | 2,922 | $89.8K | 0.00% | +29+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,862 | $87.9K | 0.01% | −3,050−51.6% | Reduced |
| Umb Bank N A | 2,834 | $87.0K | 0.00% | −881−23.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,695 | $82.8K | 0.02% | +57+2.2% | Added |
| Anchor Investment Management, LLC | 2,495 | $76.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,401 | $73.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,337 | $71.8K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,310 | $71.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $69.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,168 | $66.6K | 0.01% | +168+8.4% | Added |
| Ameritas Investment Partners, Inc. | 2,027 | $64.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,050 | $63.0K | 0.04% | +2,050 | New |
| Sugarloaf Wealth Management, LLC | 1,953 | $60.0K | 0.02% | −2,179−52.7% | Reduced |
| Covestor Ltd | 1,924 | $59.0K | 0.05% | −179−8.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,895 | $58.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,895 | $58.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,830 | $56.2K | 0.00% | −7,224−79.8% | Reduced |
| IFP Advisors, Inc | 1,754 | $51.0K | 0.00% | −148−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,616 | $49.6K | 0.00% | −8−0.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,453 | $45.0K | 0.00% | +1,453 | New |
| State of Wyoming | 1,443 | $44.3K | 0.01% | +74+5.4% | Added |
| Cutler Group LP | 1,402 | $43.0K | 0.01% | +1,352+2,704.0% | Added |
| Pinebridge Investments, L.P. | 1,358 | $41.7K | 0.00% | −1,512−52.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,336 | $41.0K | 0.00% | −11−0.8% | Reduced |
| Proequities, Inc. | 1,319 | $40.5K | 0.00% | −499−27.4% | Reduced |
| Farther Finance Advisors, LLC | 1,313 | $40.3K | 0.02% | +1,313 | New |
| Cambridge Trust Co | 1,280 | $39.0K | 0.00% | −16−1.2% | Reduced |
| Quent Capital, LLC | 1,265 | $38.9K | 0.01% | −1,497−54.2% | Reduced |
| Toth Financial Advisory Corp | 1,260 | $38.7K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,243 | $38.2K | 0.00% | +1,243 | New |
| Barrett & Company, Inc. | 1,200 | $36.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,165 | $36.0K | 0.01% | −4−0.3% | Reduced |
| General Partner, Inc. | 1,170 | $35.9K | 0.03% | +1,170 | New |
| Geneos Wealth Management Inc. | 1,164 | $35.8K | 0.00% | −400−25.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,155 | $35.5K | 0.01% | −601−34.2% | Reduced |
| Zions Bancorporation, N.A. | 1,152 | $35.4K | 0.00% | −246−17.6% | Reduced |
| Pathway Financial Advisers, LLC | 1,104 | $33.9K | 0.01% | +1,104 | New |
| Ronald Blue Trust, Inc. | 712 | $31.0K | 0.00% | +408+134.2% | Added |
| Parkside Financial Bank & Trust | 1,006 | $30.9K | 0.01% | −11−1.1% | Reduced |
| Washington Trust Co | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 995 | $30.6K | 0.02% | +995 | New |
| Steward Partners Investment Advisory, LLC | 990 | $30.4K | 0.00% | −40−3.9% | Reduced |
| TD Private Client Wealth LLC | 930 | $28.6K | 0.00% | −155−14.3% | Reduced |
| Assetmark, Inc | 923 | $28.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 896 | $27.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 895 | $27.5K | 0.00% | +304+51.4% | Added |
| Laurel Wealth Advisors LLC | 852 | $26.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $26.1K | 0.01% | +850 | New |
| Harbour Investments, Inc. | 775 | $23.8K | 0.00% | +58+8.1% | Added |
| First Horizon Advisors, Inc. | 765 | $23.5K | 0.00% | +225+41.7% | Added |
| Oakworth Capital, Inc. | 763 | $23.4K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 736 | $22.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 703 | $21.6K | 0.00% | +330+88.5% | Added |
| Lindbrook Capital, LLC | 702 | $21.6K | 0.00% | −379−35.1% | Reduced |
| American National Bank | 676 | $21.0K | 0.00% | +8+1.2% | Added |
| CoreCap Advisors, LLC | 660 | $20.3K | 0.00% | +660 | New |
| Carolinas Wealth Consulting LLC | 650 | $20.0K | 0.00% | −297−31.4% | Reduced |
| Rebalance, LLC | 640 | $19.7K | 0.00% | +640 | New |
| Belpointe Asset Management LLC | 640 | $19.7K | 0.00% | +640 | New |
| Duncker Streett & Co Inc | 600 | $18.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 552 | $17.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 536 | $16.0K | 0.00% | +536 | New |
| Concord Wealth Partners | 489 | $15.0K | 0.00% | +489 | New |
| Larson Financial Group LLC | 489 | $15.0K | 0.00% | +15+3.2% | Added |
| Highlander Capital Management, LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 515 | $15.0K | 0.00% | +15+3.0% | Added |
| Gyon Technologies Capital Management, LP | 488 | $15.0K | 0.01% | −4,513−90.2% | Reduced |
| Jones Financial Companies LLLP | 468 | $14.0K | 0.00% | −68−12.7% | Reduced |