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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 852 | $19.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $19.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 845 | $19.0K | 0.00% | −50−5.6% | Reduced |
| Quarry LP | 831 | $18.7K | 0.01% | +831 | New |
| Umb Bank N A | 825 | $18.5K | 0.00% | −2,009−70.9% | Reduced |
| First Horizon Advisors, Inc. | 815 | $18.3K | 0.00% | +50+6.5% | Added |
| Farther Finance Advisors, LLC | 815 | $18.3K | 0.01% | −498−37.9% | Reduced |
| Trust Co of Vermont | 800 | $18.0K | 0.00% | +800 | New |
| CVA Family Office, LLC | 780 | $17.5K | 0.00% | +780 | New |
| GWM Advisors LLC | 764 | $17.2K | 0.00% | −5,166−87.1% | Reduced |
| Oakworth Capital, Inc. | 763 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 730 | $16.4K | 0.00% | +730 | New |
| 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 |
| American National Bank | 676 | $15.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 674 | $15.1K | 0.00% | −101−13.0% | Reduced |
| 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 |
| Carolinas Wealth Consulting LLC | 650 | $14.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 640 | $14.0K | 0.01% | −355−35.7% | Reduced |
| Lindbrook Capital, LLC | 621 | $14.0K | 0.00% | −81−11.5% | Reduced |
| Duncker Streett & Co Inc | 600 | $13.5K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 562 | $12.6K | 0.00% | +562 | New |
| Belpointe Asset Management LLC | 518 | $11.6K | 0.00% | −122−19.1% | Reduced |
| Larson Financial Group LLC | 495 | $11.1K | 0.00% | +6+1.2% | Added |
| 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 |
| Asset Dedication, LLC | 443 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 441 | $9.91K | 0.00% | +128+40.9% | Added |
| IFP Advisors, Inc | 393 | $9.70K | 0.00% | −1,361−77.6% | Reduced |
| Sunbelt Securities, Inc. | 418 | $9.13K | 0.00% | +418 | New |
| Jones Financial Companies LLLP | 400 | $8.99K | 0.00% | −68−14.5% | Reduced |
| AdvisorNet Financial, Inc | 393 | $8.83K | 0.00% | +388+7,760.0% | Added |
| M&R Capital Management Inc | 387 | $8.70K | 0.00% | +387 | New |
| Cornerstone Management, Inc. | 350 | $7.87K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 303 | $7.00K | 0.00% | −9,669−97.0% | Reduced |
| Sutton Wealth Advisors Inc. | 308 | $6.92K | 0.00% | +200+185.2% | Added |
| Federated Hermes, Inc. | 285 | $6.40K | 0.00% | −6,931−96.1% | Reduced |
| Baker Avenue Asset Management, LP | 269 | $6.04K | 0.00% | +53+24.5% | Added |
| Annapolis Financial Services, LLC | 250 | $5.62K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 237 | $5.33K | 0.00% | +123+107.9% | Added |
| BerganKDV Wealth Management, LLC | 220 | $4.94K | 0.00% | +191+658.6% | Added |
| Pacific Center for Financial Services | 210 | $4.72K | 0.00% | +210 | New |
| Prestige Wealth Management Group LLC | 205 | $4.61K | 0.00% | +196+2,177.8% | Added |
| Central Trust Co | 200 | $4.49K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 190 | $4.27K | 0.00% | −78−29.1% | Reduced |
| ICA Group Wealth Management, LLC | 188 | $4.22K | 0.00% | −183−49.3% | Reduced |
| McIlrath & Eck, LLC | 185 | $4.16K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 215 | $4.00K | 0.00% | +32+17.5% | Added |
| Concord Wealth Partners | 176 | $3.95K | 0.00% | −313−64.0% | Reduced |
| Archer Investment Corp | 158 | $3.55K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 150 | $3.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $3.26K | 0.00% | −48−24.9% | Reduced |
| Creative Financial Designs Inc | 140 | $3.15K | 0.00% | −17−10.8% | Reduced |
| South State Corp. | 138 | $3.10K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 136 | $3.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 118 | $2.65K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $2.40K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $2.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $2.34K | 0.00% | −131−55.7% | Reduced |
| Key Financial Inc | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $2.22K | 0.00% | +33+49.3% | Added |
| 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 |
| Pflug Koory, LLC | 86 | $1.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $1.89K | 0.00% | +24+40.0% | Added |
| Abound Wealth Management | 79 | $1.78K | 0.00% | +53+203.8% | Added |
| Exchange Traded Concepts, LLC | 73 | $1.64K | 0.00% | −2−2.7% | Reduced |
| Spire Wealth Management | 71 | $1.61K | 0.00% | +71 | New |
| SJS Investment Consulting Inc. | 70 | $1.57K | 0.00% | +8+12.9% | Added |
| Schubert & Co | 57 | $1.28K | 0.00% | +24+72.7% | Added |
| Rosenberg Matthew Hamilton | 53 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $1.15K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 48 | $1.08K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 47 | $1.06K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $966 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $944 | 0.00% | −21−33.3% | Reduced |
| New England Capital Financial Advisors LLC | 41 | $923 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 35 | $786 | 0.00% | −126−78.3% | Reduced |
| TCI Wealth Advisors, Inc. | 33 | $742 | 0.00% | −17−34.0% | Reduced |
| Bell Investment Advisors, Inc | 30 | $675 | 0.00% | +30 | New |
| Core Alternative Capital | 26 | $584 | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 25 | $559 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $519 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $427 | 0.00% | +9+90.0% | Added |
| Eagle Bay Advisors LLC | 18 | $404 | 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 |
| Baystate Wealth Management LLC | 6 | $144 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 22 | – | – | −9−29.0% | Reduced |
| Lyrical Asset Management LP | 0 | $0 | 0.00% | −3,384,867−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −965,996−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −754,859−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −464,443−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −363,933−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −343,243−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −242,492−100.0% | Sold out |