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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 30,717 | $690.2K | 0.16% | +13,383+77.2% | Added |
| Insight Inv LLC | 30,390 | $682.9K | 0.74% | +12,730+72.1% | Added |
| Utah Retirement Systems | 30,050 | $675.2K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 29,856 | $670.9K | 0.02% | +3,859+14.8% | Added |
| American Century Companies Inc | 29,793 | $665.4K | 0.00% | +379+1.3% | Added |
| Cetera Investment Advisers | 29,592 | $664.9K | 0.01% | +8,415+39.7% | Added |
| Harvest Investment Advisors, LLC | 29,529 | $663.5K | 0.59% | −6,840−18.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 29,500 | $662.6K | 0.07% | −9,823−25.0% | Reduced |
| AMG National Trust Bank | 29,377 | $660.1K | 0.02% | +2,170+8.0% | Added |
| Simplex Trading, LLC | 29,163 | $655.0K | 0.03% | −5,774−16.5% | Reduced |
| Arbiter Partners Capital Management LLC | 29,000 | $651.6K | 0.83% | 00.0% | Unchanged |
| TD Asset Management Inc | 28,616 | $643.0K | 0.00% | −11,781−29.2% | Reduced |
| M Holdings Securities, Inc. | 28,093 | $631.0K | 0.07% | +28,093 | New |
| Cito Capital Group, LLC | 28,000 | $629.0K | 0.31% | −4,000−12.5% | Reduced |
| Los Angeles Capital Management LLC | 27,841 | $625.6K | 0.00% | +27,841 | New |
| State of Tennessee, Treasury Department | 27,640 | $621.1K | 0.00% | +907+3.4% | Added |
| Handelsbanken Fonder AB | 26,800 | $602.0K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 26,753 | $601.1K | 0.01% | −102,537−79.3% | Reduced |
| Laurion Capital Management LP | 26,690 | $599.7K | 0.03% | +26,690 | New |
| ING Groep NV | 26,167 | $588.0K | 0.01% | −14−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,104 | $586.6K | 0.01% | +75+0.3% | Added |
| Balyasny Asset Management LLC | 25,271 | $567.8K | 0.00% | +12,562+98.8% | Added |
| CI Private Wealth, LLC | 24,985 | $561.4K | 0.00% | +17,624+239.4% | Added |
| AE Wealth Management LLC | 24,652 | $553.9K | 0.00% | +3,595+17.1% | Added |
| D.A. Davidson & Co. | 24,244 | $544.8K | 0.01% | +24,244 | New |
| Advisory Services Network, LLC | 24,222 | $544.3K | 0.02% | +7,581+45.6% | Added |
| USS Investment Management Ltd | 24,000 | $539.2K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 23,949 | $538.0K | 0.00% | −1,405−5.5% | Reduced |
| Boit C F David | 23,990 | $526.8K | 0.36% | 00.0% | Unchanged |
| Oak Thistle LLC | 22,610 | $508.0K | 0.30% | +4,753+26.6% | Added |
| Corton Capital Inc. | 22,066 | $495.8K | 0.34% | +14,015+174.1% | Added |
| Mutual of America Capital Management LLC | 22,046 | $495.4K | 0.01% | +37+0.2% | Added |
| SignalPoint Asset Management, LLC | 19,328 | $493.0K | 0.16% | +19,328 | New |
| New York Life Investment Management LLC | 21,907 | $492.3K | 0.01% | +16+0.1% | Added |
| OmniStar Financial Group, Inc. | 21,753 | $488.8K | 0.62% | +39+0.2% | Added |
| Victory Capital Management Inc | 21,466 | $482.3K | 0.00% | −890−4.0% | Reduced |
| Glenmede Trust Co NA | 21,458 | $482.2K | 0.00% | +3,106+16.9% | Added |
| Public Employees Retirement Association of Colorado | 21,416 | $481.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,184 | $476.0K | 0.01% | −315−1.5% | Reduced |
| Alethea Capital Management, LLC | 20,993 | $471.7K | 0.50% | +20,993 | New |
| Boothbay Fund Management, LLC | 20,894 | $469.5K | 0.01% | −824−3.8% | Reduced |
| Mariner, LLC | 20,870 | $468.0K | 0.00% | −1,899−8.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,745 | $466.1K | 0.00% | +1,804+9.5% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $466.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,323 | $456.7K | 0.01% | −1,381−6.4% | Reduced |
| CIBC World Markets Corp | 20,228 | $454.5K | 0.01% | −30,637−60.2% | Reduced |
| Ethic Inc. | 20,033 | $450.1K | 0.02% | +2,404+13.6% | Added |
| MTM Investment Management, LLC | 19,373 | $435.3K | 0.22% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 19,318 | $434.1K | 0.11% | −29,157−60.1% | Reduced |
| Echo Street Capital Management LLC | 18,671 | $419.5K | 0.00% | −7,472−28.6% | Reduced |
| Brown Advisory Inc | 18,359 | $412.5K | 0.00% | +4,754+34.9% | Added |
| Hillsdale Investment Management Inc. | 18,150 | $407.8K | 0.03% | +18,150 | New |
| Czech National Bank | 18,132 | $407.4K | 0.01% | +108+0.6% | Added |
| Relative Value Partners Group, LLC | 17,908 | $402.4K | 0.03% | +5,498+44.3% | Added |
| Delphia (USA) Inc. | 17,883 | $401.8K | 0.49% | +10,485+141.7% | Added |
| Advisor Partners II, LLC | 17,728 | $399.7K | 0.02% | −4,723−21.0% | Reduced |
| Cypress Capital Group | 17,676 | $397.2K | 0.06% | +17,676 | New |
| Compass Financial Advisors LLC | 17,665 | $396.9K | 0.50% | +1,404+8.6% | Added |
| Cim Investment Mangement Inc | 17,612 | $395.7K | 0.15% | +816+4.9% | Added |
| Todd Asset Management LLC | 17,566 | $394.7K | 0.01% | +17,566 | New |
| Everence Capital Management Inc | 16,990 | $382.0K | 0.03% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 17,000 | $382.0K | 0.07% | +17,000 | New |
| Public Sector Pension Investment Board | 16,912 | $380.0K | 0.00% | −19,825−54.0% | Reduced |
| Hartford Investment Management Co | 16,330 | $366.9K | 0.01% | +1,979+13.8% | Added |
| Phillips Financial Management, LLC | 15,841 | $355.9K | 0.03% | +10+0.1% | Added |
| Mill Capital Management, LLC | 15,781 | $354.6K | 0.04% | +99+0.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 15,698 | $353.0K | 0.05% | +25+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 15,567 | $350.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,419 | $346.0K | 0.02% | +8,320+117.2% | Added |
| Massachusetts Financial Services Co | 15,272 | $343.2K | 0.00% | −296−1.9% | Reduced |
| Laffer Tengler Investments | 15,069 | $338.6K | 0.09% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 14,429 | $324.2K | 0.01% | −489−3.3% | Reduced |
| LMR Partners LLP | 14,401 | $323.6K | 0.01% | +14,401 | New |
| Parallax Volatility Advisers, L.P. | 14,261 | $320.4K | 0.01% | −37,476−72.4% | Reduced |
| Crossmark Global Holdings, Inc. | 14,104 | $317.0K | 0.01% | +861+6.5% | Added |
| Neuberger Berman Group LLC | 14,052 | $315.7K | 0.00% | +7,158+103.8% | Added |
| Wellington Management Group LLP | 13,827 | $310.7K | 0.00% | −9,019−39.5% | Reduced |
| Maryland State Retirement & Pension System | 13,798 | $310.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 13,497 | $303.3K | 0.00% | −76,925−85.1% | Reduced |
| Capula Management Ltd | 13,460 | $302.4K | 0.03% | +6,390+90.4% | Added |
| Holderness Investments Co | 13,390 | $300.9K | 0.12% | −324−2.4% | Reduced |
| Ostrum Asset Management | 13,366 | $300.3K | 0.03% | +13,366 | New |
| IMC-Chicago, LLC | 13,197 | $296.5K | 0.05% | −1,462−10.0% | Reduced |
| Walleye Trading LLC | 13,162 | $295.8K | 0.01% | −95,265−87.9% | Reduced |
| AXA S.A. | 12,901 | $289.9K | 0.00% | −764−5.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 14,158 | $289.5K | 0.30% | +7,774+121.8% | Added |
| Securian Asset Management, Inc | 12,719 | $285.8K | 0.01% | +137+1.1% | Added |
| M&T Bank Corp | 12,679 | $284.9K | 0.00% | −9,614−43.1% | Reduced |
| Standard Life Aberdeen plc | 12,479 | $280.4K | 0.00% | −29,551−70.3% | Reduced |
| Kentucky Retirement Systems | 12,175 | $274.0K | 0.01% | −40.0% | Reduced |
| Johnson Investment Counsel Inc | 12,127 | $272.5K | 0.00% | −1,033−7.8% | Reduced |
| Kingsview Wealth Management, LLC | 12,126 | $272.5K | 0.01% | −172−1.4% | Reduced |
| Cullinan Associates Inc | 12,100 | $271.9K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,888 | $267.1K | 0.05% | −818−6.4% | Reduced |
| Oregon Public Employees Retirement Fund | 11,869 | $266.7K | 0.00% | −44,893−79.1% | Reduced |
| Davenport & Co LLC | 11,838 | $266.0K | 0.00% | +4,741+66.8% | Added |
| HighTower Advisors, LLC | 11,435 | $260.0K | 0.00% | +2,204+23.9% | Added |
| Eagle Rock Investment Company, LLC | 11,526 | $259.0K | 0.06% | −55,817−82.9% | Reduced |
| National Bank of Canada | 11,501 | $258.4K | 0.00% | −10,859−48.6% | Reduced |
| Jacobi Capital Management LLC | 11,451 | $257.3K | 0.03% | +4,327+60.7% | Added |