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 |
|---|---|---|---|---|---|
| JustInvest LLC | 11,450 | $257.3K | 0.01% | −24−0.2% | Reduced |
| Arrow Investment Advisors, LLC | 11,441 | $257.1K | 0.19% | +3,491+43.9% | Added |
| Bridgefront Capital, LLC | 11,326 | $254.5K | 0.16% | +11,326 | New |
| DekaBank Deutsche Girozentrale | 11,572 | $254.0K | 0.00% | −17,585−60.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 11,271 | $253.0K | 0.01% | +9,818+675.7% | Added |
| Prelude Capital Management, LLC | 11,177 | $251.1K | 0.02% | +11,177 | New |
| Chapin Davis, Inc. | 11,080 | $249.0K | 0.13% | +11,080 | New |
| Point72 Middle East FZE | 10,960 | $246.3K | 0.01% | +6,478+144.5% | Added |
| Verdence Capital Advisors LLC | 10,951 | $246.1K | 0.03% | +3,789+52.9% | Added |
| Tiaa, FSB | 10,920 | $245.4K | 0.00% | −1,165−9.6% | Reduced |
| Meridian Investment Counsel Inc. | 10,755 | $241.7K | 0.09% | +95+0.9% | Added |
| Avantax Advisory Services, Inc. | 10,674 | $239.8K | 0.00% | +286+2.8% | Added |
| Investors Research Corp | 10,407 | $233.8K | 0.06% | +332+3.3% | Added |
| Gifford Fong Associates | 10,000 | $225.0K | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,000 | $224.7K | 0.01% | +100+1.0% | Added |
| Holistic Financial Partners | 9,935 | $223.2K | 0.17% | +305+3.2% | Added |
| AM Squared Ltd | 9,900 | $222.5K | 0.17% | −13,100−57.0% | Reduced |
| Leavell Investment Management, Inc. | 9,873 | $222.0K | 0.02% | −519−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 9,863 | $221.6K | 0.01% | +252+2.6% | Added |
| Private Advisor Group, LLC | 9,797 | $220.1K | 0.00% | +9,797 | New |
| Kestra Advisory Services, LLC | 9,769 | $219.5K | 0.00% | −4,522−31.6% | Reduced |
| Blair William & Co | 9,762 | $219.4K | 0.00% | −3,585−26.9% | Reduced |
| Canada Pension Plan Investment Board | 9,600 | $215.7K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 9,552 | $214.6K | 0.01% | −3,798−28.4% | Reduced |
| Hilltop Holdings Inc. | 9,331 | $209.7K | 0.03% | +2,262+32.0% | Added |
| Norinchukin Bank, The | 8,995 | $202.1K | 0.00% | +168+1.9% | Added |
| SeaCrest Wealth Management, LLC | 8,968 | $201.5K | 0.03% | −400−4.3% | Reduced |
| Mercer Global Advisors Inc | 8,925 | $201.0K | 0.00% | −4,242−32.2% | Reduced |
| Huntington National Bank | 8,726 | $196.1K | 0.00% | −567−6.1% | Reduced |
| Nomura Asset Management Co Ltd | 7,722 | $173.5K | 0.00% | −33,272−81.2% | Reduced |
| Kapitalo Investimentos Ltda | 7,315 | $164.4K | 0.05% | +7,315 | New |
| New Mexico Educational Retirement Board | 7,163 | $161.0K | 0.01% | −200−2.7% | Reduced |
| Korea Investment CORP | 7,109 | $159.7K | 0.00% | −91,447−92.8% | Reduced |
| Register Financial Advisors LLC | 7,053 | $158.5K | 0.12% | +5,003+244.0% | Added |
| Metropolitan Life Insurance Co | 6,886 | $154.7K | 0.01% | −2,019−22.7% | Reduced |
| Meeder Asset Management Inc | 6,278 | $141.1K | 0.01% | −405−6.1% | Reduced |
| Ahrens Investment Partners LLC | 6,176 | $138.8K | 0.07% | −4,608−42.7% | Reduced |
| North Star Investment Management Corp. | 5,626 | $126.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 5,478 | $123.0K | 0.02% | +4,076+290.7% | Added |
| Counterpoint Mutual Funds LLC | 5,148 | $115.7K | 0.10% | +158+3.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,840 | $108.8K | 0.00% | +14+0.3% | Added |
| Signaturefd, LLC | 4,731 | $106.3K | 0.00% | −1,663−26.0% | Reduced |
| CWM, LLC | 4,635 | $104.0K | 0.00% | +279+6.4% | Added |
| Horizon Investments, LLC | 4,341 | $95.5K | 0.00% | +4,341 | New |
| Gradient Investments LLC | 4,192 | $94.2K | 0.00% | −116−2.7% | Reduced |
| Old North State Trust, LLC | 3,923 | $88.0K | 0.06% | −4,825−55.2% | Reduced |
| Tompkins Financial Corp | 3,900 | $87.6K | 0.01% | +3,900 | New |
| WR Wealth Planners, LLC | 3,750 | $84.3K | 0.04% | +3,750 | New |
| Allworth Financial LP | 3,680 | $82.7K | 0.00% | +758+25.9% | Added |
| Pathway Financial Advisers, LLC | 3,405 | $76.5K | 0.03% | +2,301+208.4% | Added |
| Leonteq Securities AG | 3,370 | $75.7K | 0.01% | −2,949−46.7% | Reduced |
| BDO Wealth Advisors, LLC | 3,300 | $74.2K | 0.01% | −50−1.5% | Reduced |
| Cary Street Partners Asset Management LLC | 3,140 | $70.6K | 0.01% | −60,389−95.1% | Reduced |
| Clearstead Advisors, LLC | 3,044 | $68.4K | 0.00% | −1,096−26.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,990 | $67.2K | 0.00% | +2,000+202.0% | Added |
| Sandy Spring Bank | 2,989 | $67.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,979 | $66.9K | 0.01% | −10−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,961 | $66.5K | 0.00% | −91,996−96.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,927 | $65.8K | 0.00% | +900+44.4% | Added |
| Quadrant Capital Group LLC | 2,889 | $64.9K | 0.01% | −456−13.6% | Reduced |
| Daiwa Securities Group Inc. | 2,825 | $63.0K | 0.00% | −8,487−75.0% | Reduced |
| Natixis | 2,703 | $60.7K | 0.00% | −3,502−56.4% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $56.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,443 | $54.9K | 0.00% | +1,520+164.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,400 | $53.9K | 0.00% | −462−16.1% | Reduced |
| Covestor Ltd | 2,337 | $53.0K | 0.05% | +413+21.5% | Added |
| American State Bank (Iowa) | 2,337 | $52.5K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,310 | $51.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $50.6K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 2,241 | $50.4K | 0.00% | −116,446−98.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,967 | $44.2K | 0.01% | +14+0.7% | Added |
| DT Investment Partners, LLC | 2,000 | $43.4K | 0.01% | −168−7.7% | Reduced |
| Bartlett & Co. LLC | 1,685 | $38.0K | 0.00% | −210−11.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,685 | $37.9K | 0.00% | −210−11.1% | Reduced |
| Global Retirement Partners, LLC | 1,835 | $37.6K | 0.00% | +1,132+161.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,624 | $36.5K | 0.00% | +8+0.5% | Added |
| Parallel Advisors, LLC | 1,608 | $36.1K | 0.00% | −222−12.1% | Reduced |
| Ameritas Advisory Services, LLC | 1,400 | $30.8K | 0.00% | +1,400 | New |
| State of Wyoming | 1,345 | $30.2K | 0.01% | −98−6.8% | Reduced |
| Proequities, Inc. | 1,319 | $29.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,280 | $28.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,260 | $28.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,250 | $28.1K | 0.01% | +1,250 | New |
| Whittier Trust Co | 1,221 | $27.4K | 0.00% | −1,180−49.1% | Reduced |
| Asset Management One Co.,Ltd. | 1,214 | $27.3K | 0.00% | −64,866−98.2% | Reduced |
| Barrett & Company, Inc. | 1,200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,193 | $26.7K | 0.00% | −72−5.7% | Reduced |
| Tradition Wealth Management, LLC | 1,166 | $26.0K | 0.00% | +1+0.1% | Added |
| Deseret Mutual Benefit Administrators | 1,155 | $26.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,139 | $25.6K | 0.00% | −99,810−98.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,102 | $25.0K | 0.00% | +867+368.9% | Added |
| Sentry Investment Management LLC | 1,124 | $25.0K | 0.01% | +1,124 | New |
| Cullen/Frost Bankers, Inc. | 1,100 | $24.7K | 0.00% | −236−17.7% | Reduced |
| Zions Bancorporation, N.A. | 1,009 | $22.7K | 0.00% | −143−12.4% | Reduced |
| Washington Trust Co | 1,000 | $22.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 989 | $22.2K | 0.01% | −17−1.7% | Reduced |
| 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 |
| HBC Financial Services, PLLC | 1,000 | $21.0K | 0.02% | +700+233.3% | Added |
| HM Payson & Co | 896 | $20.1K | 0.00% | 00.0% | Unchanged |