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, Q1 2023
Institutional positions in Lincoln National Corp as of Mar 31, 2023. 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
- 493
- −75 vs. Q4 2022
- Shares held
- 130.1M
- −7.47M (−5.4%) vs. Q4 2022
- Total value
- $2.92B
- −$1.35B (−31.6%) vs. Q4 2022
- New holders
- 54
- 186 more added
- Sold out
- 129
- 181 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 6 | $144 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $225 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $225 | 0.00% | +10 | New |
| Eagle Bay Advisors LLC | 18 | $404 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $427 | 0.00% | +9+90.0% | Added |
| SOA Wealth Advisors, LLC. | 23 | $519 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $559 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $584 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 30 | $675 | 0.00% | +30 | New |
| TCI Wealth Advisors, Inc. | 33 | $742 | 0.00% | −17−34.0% | Reduced |
| Brown Brothers Harriman & Co | 35 | $786 | 0.00% | −126−78.3% | Reduced |
| New England Capital Financial Advisors LLC | 41 | $923 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $944 | 0.00% | −21−33.3% | Reduced |
| Princeton Global Asset Management LLC | 43 | $966 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $1.06K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 48 | $1.08K | 0.00% | +48 | New |
| Carmichael Hill & Associates, Inc. | 51 | $1.15K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 53 | $1.19K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 57 | $1.28K | 0.00% | +24+72.7% | Added |
| SJS Investment Consulting Inc. | 70 | $1.57K | 0.00% | +8+12.9% | Added |
| Spire Wealth Management | 71 | $1.61K | 0.00% | +71 | New |
| Exchange Traded Concepts, LLC | 73 | $1.64K | 0.00% | −2−2.7% | Reduced |
| Abound Wealth Management | 79 | $1.78K | 0.00% | +53+203.8% | Added |
| JFS Wealth Advisors, LLC | 84 | $1.89K | 0.00% | +24+40.0% | Added |
| Pflug Koory, LLC | 86 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $2.00K | 0.00% | −994−92.6% | Reduced |
| ClariVest Asset Management LLC | 74 | $2.00K | 0.00% | −3−3.9% | Reduced |
| Versant Capital Management, Inc | 100 | $2.22K | 0.00% | +33+49.3% | Added |
| Key Financial Inc | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $2.34K | 0.00% | −131−55.7% | Reduced |
| Earnest Partners LLC | 105 | $2.36K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 118 | $2.65K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 136 | $3.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 138 | $3.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $3.15K | 0.00% | −17−10.8% | Reduced |
| Private Trust Co NA | 145 | $3.26K | 0.00% | −48−24.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 150 | $3.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $3.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 176 | $3.95K | 0.00% | −313−64.0% | Reduced |
| CKW Financial Group | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 215 | $4.00K | 0.00% | +32+17.5% | Added |
| McIlrath & Eck, LLC | 185 | $4.16K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 188 | $4.22K | 0.00% | −183−49.3% | Reduced |
| Massmutual Trust Co FSB | 190 | $4.27K | 0.00% | −78−29.1% | Reduced |
| Central Trust Co | 200 | $4.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 205 | $4.61K | 0.00% | +196+2,177.8% | Added |
| Pacific Center for Financial Services | 210 | $4.72K | 0.00% | +210 | New |
| BerganKDV Wealth Management, LLC | 220 | $4.94K | 0.00% | +191+658.6% | Added |
| Truvestments Capital LLC | 237 | $5.33K | 0.00% | +123+107.9% | Added |
| Annapolis Financial Services, LLC | 250 | $5.62K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 269 | $6.04K | 0.00% | +53+24.5% | Added |
| Federated Hermes, Inc. | 285 | $6.40K | 0.00% | −6,931−96.1% | Reduced |
| Sutton Wealth Advisors Inc. | 308 | $6.92K | 0.00% | +200+185.2% | Added |
| Clear Street Markets LLC | 303 | $7.00K | 0.00% | −9,669−97.0% | Reduced |
| Cornerstone Management, Inc. | 350 | $7.87K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 387 | $8.70K | 0.00% | +387 | New |
| AdvisorNet Financial, Inc | 393 | $8.83K | 0.00% | +388+7,760.0% | Added |
| Jones Financial Companies LLLP | 400 | $8.99K | 0.00% | −68−14.5% | Reduced |
| Sunbelt Securities, Inc. | 418 | $9.13K | 0.00% | +418 | New |
| IFP Advisors, Inc | 393 | $9.70K | 0.00% | −1,361−77.6% | Reduced |
| Glassman Wealth Services | 441 | $9.91K | 0.00% | +128+40.9% | Added |
| Asset Dedication, LLC | 443 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 478 | $11.0K | 0.00% | +478 | New |
| Larson Financial Group LLC | 495 | $11.1K | 0.00% | +6+1.2% | Added |
| Belpointe Asset Management LLC | 518 | $11.6K | 0.00% | −122−19.1% | Reduced |
| WealthPLAN Partners, LLC | 562 | $12.6K | 0.00% | +562 | New |
| Duncker Streett & Co Inc | 600 | $13.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 621 | $14.0K | 0.00% | −81−11.5% | Reduced |
| Byrne Asset Management LLC | 640 | $14.0K | 0.01% | −355−35.7% | Reduced |
| Carolinas Wealth Consulting LLC | 650 | $14.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 664 | $14.9K | 0.00% | −500−43.0% | Reduced |
| TD Private Client Wealth LLC | 664 | $14.9K | 0.00% | −266−28.6% | Reduced |
| Harbour Investments, Inc. | 674 | $15.1K | 0.00% | −101−13.0% | Reduced |
| American National Bank | 676 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 518 | $16.0K | 0.00% | −194−27.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 700 | $16.0K | 0.00% | +700 | New |
| Bokf, NA | 730 | $16.4K | 0.00% | +730 | New |
| Oakworth Capital, Inc. | 763 | $17.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 764 | $17.2K | 0.00% | −5,166−87.1% | Reduced |
| CVA Family Office, LLC | 780 | $17.5K | 0.00% | +780 | New |
| Trust Co of Vermont | 800 | $18.0K | 0.00% | +800 | New |
| Farther Finance Advisors, LLC | 815 | $18.3K | 0.01% | −498−37.9% | Reduced |
| First Horizon Advisors, Inc. | 815 | $18.3K | 0.00% | +50+6.5% | Added |
| Umb Bank N A | 825 | $18.5K | 0.00% | −2,009−70.9% | Reduced |
| Quarry LP | 831 | $18.7K | 0.01% | +831 | New |
| EverSource Wealth Advisors, LLC | 845 | $19.0K | 0.00% | −50−5.6% | Reduced |
| Boyd Watterson Asset Management LLC | 850 | $19.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $19.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 896 | $20.1K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,000 | $21.0K | 0.02% | +700+233.3% | Added |
| Desjardins Global Asset Management Inc. | 961 | $22.0K | 0.00% | +446+86.6% | Added |
| Smithfield Trust Co | 992 | $22.0K | 0.00% | +692+230.7% | Added |
| Parkside Financial Bank & Trust | 989 | $22.2K | 0.01% | −17−1.7% | Reduced |
| Washington Trust Co | 1,000 | $22.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,009 | $22.7K | 0.00% | −143−12.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,100 | $24.7K | 0.00% | −236−17.7% | Reduced |