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, Q2 2023
Institutional positions in Lincoln National Corp as of Jun 30, 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
- 496
- +6 vs. Q1 2023
- Shares held
- 123.9M
- −6.14M (−4.7%) vs. Q1 2023
- Total value
- $3.18B
- +$262.7M (+9.0%) vs. Q1 2023
- New holders
- 74
- 182 more added
- Sold out
- 68
- 166 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 21 | $0 | 0.00% | −194−90.2% | Reduced |
| Comerica Bank | 16,294 | $3 | 0.00% | +16,294 | New |
| Sofos Investments, Inc. | 26 | $78 | 0.00% | +4+18.2% | Added |
| Baystate Wealth Management LLC | 6 | $168 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $207 | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $258 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $515 | 0.00% | +1+5.3% | Added |
| Wolff Wiese Magana LLC | 20 | $516 | 0.00% | +10+100.0% | Added |
| SJS Investment Consulting Inc. | 22 | $567 | 0.00% | −48−68.6% | Reduced |
| SOA Wealth Advisors, LLC. | 23 | $596 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $598 | 0.00% | +23 | New |
| TFC Financial Management | 29 | $748 | 0.00% | +29 | New |
| Caldwell Sutter Capital, Inc. | 36 | $927 | 0.00% | +36 | New |
| New England Capital Financial Advisors LLC | 42 | $1.08K | 0.00% | +1+2.4% | Added |
| Trifecta Capital Advisors, LLC | 42 | $1.08K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $1.21K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 48 | $1.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 48 | $1.24K | 0.00% | +48 | New |
| Carmichael Hill & Associates, Inc. | 51 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 54 | $1.39K | 0.00% | +1+1.9% | Added |
| WealthPLAN Partners, LLC | 62 | $1.60K | 0.00% | −500−89.0% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $1.62K | 0.00% | −142−69.3% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $1.68K | 0.00% | −19−22.6% | Reduced |
| ClariVest Asset Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $2.04K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 86 | $2.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 92 | $2.37K | 0.00% | −46−33.3% | Reduced |
| Key Financial Inc | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $2.65K | 0.00% | +73+243.3% | Added |
| Earnest Partners LLC | 105 | $2.71K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $2.75K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 113 | $2.91K | 0.00% | +42+59.2% | Added |
| Bollard Group LLC | 130 | $3.00K | 0.00% | +130 | New |
| Farmers & Merchants Investments Inc | 118 | $3.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $3.61K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 143 | $3.68K | 0.00% | +143 | New |
| Archer Investment Corp | 158 | $4.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 167 | $4.30K | 0.00% | +167 | New |
| ICA Group Wealth Management, LLC | 192 | $4.94K | 0.00% | +4+2.1% | Added |
| Ronald Blue Trust, Inc. | 251 | $5.00K | 0.00% | −267−51.5% | Reduced |
| Clear Street Markets LLC | 202 | $5.00K | 0.00% | −101−33.3% | Reduced |
| CKW Financial Group | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $5.10K | 0.00% | +200 | New |
| Central Trust Co | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $5.15K | 0.00% | +200 | New |
| Pacific Center for Financial Services | 210 | $5.41K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 213 | $5.49K | 0.00% | +68+46.9% | Added |
| Annapolis Financial Services, LLC | 250 | $6.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 250 | $6.44K | 0.00% | +250 | New |
| Baker Avenue Asset Management, LP | 288 | $7.42K | 0.00% | +19+7.1% | Added |
| Concord Wealth Partners | 307 | $7.92K | 0.00% | +131+74.4% | Added |
| GW&K Investment Management, LLC | 299 | $8.00K | 0.00% | +299 | New |
| Sutton Wealth Advisors Inc. | 325 | $8.37K | 0.00% | +17+5.5% | Added |
| Truvestments Capital LLC | 355 | $9.14K | 0.00% | +118+49.8% | Added |
| Jones Financial Companies LLLP | 400 | $10.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $10.6K | 0.00% | +17+4.3% | Added |
| M&R Capital Management Inc | 410 | $10.6K | 0.00% | +23+5.9% | Added |
| Asset Dedication, LLC | 443 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 427 | $11.0K | 0.00% | +9+2.2% | Added |
| Glassman Wealth Services | 430 | $11.1K | 0.00% | −11−2.5% | Reduced |
| Umb Bank N A | 440 | $11.3K | 0.00% | −385−46.7% | Reduced |
| MV Capital Management, Inc. | 460 | $11.8K | 0.00% | +356+342.3% | Added |
| IFP Advisors, Inc | 500 | $12.3K | 0.00% | +107+27.2% | Added |
| Hexagon Capital Partners LLC | 483 | $12.4K | 0.00% | +483 | New |
| Desjardins Global Asset Management Inc. | 491 | $12.6K | 0.00% | −470−48.9% | Reduced |
| Valley National Advisers Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 505 | $13.0K | 0.00% | +10+2.0% | Added |
| Oakworth Capital, Inc. | 509 | $13.1K | 0.00% | −254−33.3% | Reduced |
| McIlrath & Eck, LLC | 535 | $13.8K | 0.00% | +350+189.2% | Added |
| Covestor Ltd | 525 | $14.0K | 0.01% | −1,812−77.5% | Reduced |
| Versant Capital Management, Inc | 552 | $14.2K | 0.00% | +452+452.0% | Added |
| TD Private Client Wealth LLC | 556 | $14.3K | 0.00% | −108−16.3% | Reduced |
| First Horizon Advisors, Inc. | 579 | $14.9K | 0.00% | −236−29.0% | Reduced |
| Duncker Streett & Co Inc | 600 | $15.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 650 | $16.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 664 | $17.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 676 | $17.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 688 | $17.7K | 0.02% | +688 | New |
| Massmutual Trust Co FSB | 695 | $17.9K | 0.00% | +505+265.8% | Added |
| Byrne Asset Management LLC | 680 | $18.0K | 0.01% | +40+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 740 | $19.0K | 0.00% | +40+5.7% | Added |
| Trust Co of Vermont | 800 | $20.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 808 | $20.8K | 0.00% | −413−33.8% | Reduced |
| Parkside Financial Bank & Trust | 814 | $21.0K | 0.00% | −175−17.7% | Reduced |
| Boyd Watterson Asset Management LLC | 850 | $21.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $21.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 887 | $22.8K | 0.00% | −122−12.1% | Reduced |
| HM Payson & Co | 896 | $23.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 953 | $24.5K | 0.01% | +138+16.9% | Added |
| Quent Capital, LLC | 953 | $24.6K | 0.00% | −240−20.1% | Reduced |
| Penserra Capital Management LLC | 994 | $25.0K | 0.00% | −81,997−98.8% | Reduced |
| Bartlett & Co. LLC | 985 | $25.0K | 0.00% | −700−41.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 985 | $25.4K | 0.00% | −700−41.5% | Reduced |
| Ancora Advisors, LLC | 1,000 | $25.8K | 0.00% | +1,000 | New |
| Capital Advisors, Ltd. LLC | 1,025 | $26.0K | 0.00% | +946+1,197.5% | Added |
| Manchester Capital Management LLC | 1,054 | $27.2K | 0.00% | +1,054 | New |
| Toth Financial Advisory Corp | 1,095 | $28.2K | 0.00% | −165−13.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,100 | $28.3K | 0.00% | 00.0% | Unchanged |