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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 443 | $14.0K | 0.00% | −28−5.9% | Reduced |
| Castleview Partners, LLC | 449 | $13.8K | 0.01% | −400−47.1% | Reduced |
| Colonial Trust Co | 403 | $12.4K | 0.00% | +403 | New |
| ICA Group Wealth Management, LLC | 371 | $11.4K | 0.00% | +371 | New |
| Cornerstone Management, Inc. | 350 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 313 | $9.62K | 0.00% | +69+28.3% | Added |
| Smithfield Trust Co | 300 | $9.00K | 0.00% | −225−42.9% | Reduced |
| HBC Financial Services, PLLC | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 268 | $8.00K | 0.00% | +192+252.6% | Added |
| Annapolis Financial Services, LLC | 250 | $7.68K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 235 | $7.22K | 0.00% | +209+803.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 235 | $7.00K | 0.00% | +235 | New |
| Baker Avenue Asset Management, LP | 216 | $6.64K | 0.00% | +216 | New |
| Central Trust Co | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 193 | $6.00K | 0.00% | −38−16.5% | Reduced |
| CKW Financial Group | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 185 | $5.68K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 183 | $5.00K | 0.00% | +23+14.4% | Added |
| Brown Brothers Harriman & Co | 161 | $4.95K | 0.00% | −509−76.0% | Reduced |
| Archer Investment Corp | 158 | $4.85K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 157 | $4.82K | 0.00% | +157 | New |
| Tilia Fiduciary Partners, Inc. | 150 | $4.61K | 0.00% | −185−55.2% | Reduced |
| Key Financial Inc | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 138 | $4.24K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 136 | $4.18K | 0.00% | +136 | New |
| Harbor Investment Advisory, LLC | 133 | $4.09K | 0.00% | +65+95.6% | Added |
| Farmers & Merchants Investments Inc | 118 | $3.63K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 114 | $3.50K | 0.00% | +1+0.9% | Added |
| Northwest Investment Counselors, LLC | 112 | $3.44K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 108 | $3.32K | 0.00% | +12+12.5% | Added |
| Piscataqua Savings Bank | 107 | $3.29K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,073 | $3.00K | 0.00% | +1,073 | New |
| First Manhattan Co | 94 | $2.89K | 0.00% | +94 | New |
| Crewe Advisors LLC | 82 | $2.52K | 0.00% | −115−58.4% | Reduced |
| Exchange Traded Concepts, LLC | 75 | $2.30K | 0.00% | −3,142−97.7% | Reduced |
| Versant Capital Management, Inc | 67 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 59 | $2.00K | 0.00% | −640−91.6% | Reduced |
| ClariVest Asset Management LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 63 | $1.94K | 0.00% | +63 | New |
| SJS Investment Consulting Inc. | 62 | $1.90K | 0.00% | +4+6.9% | Added |
| JFS Wealth Advisors, LLC | 60 | $1.84K | 0.00% | −53−46.9% | Reduced |
| Antonetti Capital Management LLC | 60 | $1.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 57 | $1.75K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 54 | $1.66K | 0.00% | +54 | New |
| Rosenberg Matthew Hamilton | 53 | $1.63K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $1.57K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $1.54K | 0.00% | −421−89.4% | Reduced |
| Raffa Wealth Management, LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 41 | $1.29K | 0.00% | +41 | New |
| Accurate Wealth Management, LLC | 37 | $1.16K | 0.00% | +37 | New |
| Schubert & Co | 33 | $1.01K | 0.00% | −1−2.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 32 | $983 | 0.00% | −27−45.8% | Reduced |
| SRS Capital Advisors, Inc. | 32 | $983 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $890 | 0.00% | −2−6.5% | Reduced |
| Colonial Trust Advisors | 28 | $860 | 0.00% | +28 | New |
| Abound Wealth Management | 26 | $799 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $768 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $737 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $709 | 0.00% | −8−25.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 22 | $681 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $553 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 16 | $491 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 13 | $400 | 0.00% | +13 | New |
| Disciplined Investments, LLC | 10 | $307 | 0.00% | −18−64.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $307 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 10 | $307 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 9 | $276 | 0.00% | −8−47.1% | Reduced |
| AdvisorNet Financial, Inc | 5 | $154 | 0.00% | −70−93.3% | Reduced |
| Sofos Investments, Inc. | 31 | $92 | 0.00% | +31 | New |
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −880,799−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −812,975−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −534,668−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −225,791−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −181,891−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −124,119−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −95,178−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −85,862−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −83,019−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −76,300−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −72,708−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −47,993−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −42,639−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,552−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −42,218−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,635−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −35,956−100.0% | Sold out |
| Cornerstone Capital, Inc. | 0 | $0 | 0.00% | −35,757−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −34,477−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −31,953−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| apricus wealth, LLC | 0 | $0 | 0.00% | −28,880−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −25,035−100.0% | Sold out |