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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,124 | $29.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,139 | $29.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $30.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,202 | $31.0K | 0.00% | +36+3.1% | Added |
| EverSource Wealth Advisors, LLC | 1,215 | $31.3K | 0.00% | +370+43.8% | Added |
| Cambridge Trust Co | 1,280 | $33.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,315 | $33.9K | 0.00% | +694+111.8% | Added |
| Proequities, Inc. | 1,319 | $34.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,380 | $35.5K | 0.00% | +166+13.7% | Added |
| Point72 Asset Management, L.P. | 1,449 | $37.3K | 0.00% | −367,418−99.6% | Reduced |
| Rise Advisors, LLC | 1,500 | $38.6K | 0.03% | +1,500 | New |
| Cary Street Partner Investment Advisory LLC | 1,520 | $39.2K | 0.00% | −880−36.7% | Reduced |
| State of Wyoming | 1,536 | $39.6K | 0.01% | +191+14.2% | Added |
| Harvest Fund Management Co., Ltd | 1,539 | $40.0K | 0.01% | +1,539 | New |
| Blue Bell Private Wealth Management, LLC | 1,610 | $41.5K | 0.01% | −700−30.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,823 | $47.0K | 0.02% | +668+57.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,879 | $48.4K | 0.00% | +255+15.7% | Added |
| Global Retirement Partners, LLC | 2,017 | $52.0K | 0.00% | +182+9.9% | Added |
| BDO Wealth Advisors, LLC | 2,125 | $54.7K | 0.01% | −1,175−35.6% | Reduced |
| American State Bank (Iowa) | 2,137 | $55.0K | 0.04% | −200−8.6% | Reduced |
| CVA Family Office, LLC | 2,155 | $55.5K | 0.01% | +1,375+176.3% | Added |
| DT Investment Partners, LLC | 2,000 | $56.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $58.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,495 | $64.3K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 2,600 | $67.0K | 0.08% | −7,300−73.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,741 | $70.6K | 0.02% | +774+39.3% | Added |
| Assetmark, Inc | 2,785 | $71.7K | 0.00% | +342+14.0% | Added |
| McMillion Capital Management Inc | 2,900 | $74.7K | 0.07% | +2,900 | New |
| Ameritas Investment Partners, Inc. | 2,927 | $75.4K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,961 | $76.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,989 | $77.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,154 | $81.0K | 0.00% | +329+11.6% | Added |
| Federated Hermes, Inc. | 3,148 | $81.1K | 0.00% | +2,863+1,004.6% | Added |
| Tower Research Capital LLC (TRC) | 3,400 | $87.6K | 0.00% | −42,467−92.6% | Reduced |
| Allworth Financial LP | 3,725 | $96.0K | 0.00% | +45+1.2% | Added |
| WR Wealth Planners, LLC | 3,750 | $96.6K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,055 | $104.5K | 0.00% | −137−3.3% | Reduced |
| Quadrant Capital Group LLC | 4,056 | $104.5K | 0.01% | +1,167+40.4% | Added |
| Horizon Investments, LLC | 4,491 | $113.7K | 0.00% | +150+3.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,867 | $125.4K | 0.00% | +27+0.6% | Added |
| Counterpoint Mutual Funds LLC | 4,936 | $127.2K | 0.12% | −212−4.1% | Reduced |
| Delta Asset Management LLC | 5,136 | $132.3K | 0.01% | +5,000+3,676.5% | Added |
| SG Americas Securities, LLC | 5,405 | $139.0K | 0.00% | −51,415−90.5% | Reduced |
| Clearstead Advisors, LLC | 5,405 | $139.2K | 0.01% | +2,361+77.6% | Added |
| Laffer Tengler Investments | 5,499 | $141.7K | 0.04% | −9,570−63.5% | Reduced |
| North Star Investment Management Corp. | 5,626 | $144.9K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 5,841 | $150.5K | 0.00% | −20,326−77.7% | Reduced |
| Rockefeller Capital Management L.P. | 6,035 | $155.5K | 0.00% | +6,035 | New |
| Meeder Asset Management Inc | 6,278 | $161.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,364 | $163.9K | 0.00% | +3,374+112.8% | Added |
| Metropolitan Life Insurance Co | 6,724 | $173.2K | 0.01% | −162−2.4% | Reduced |
| Nomura Asset Management Co Ltd | 6,742 | $173.7K | 0.00% | −980−12.7% | Reduced |
| Harbour Investments, Inc. | 6,910 | $178.0K | 0.01% | +6,236+925.2% | Added |
| Leonteq Securities AG | 7,058 | $181.8K | 0.02% | +3,688+109.4% | Added |
| Korea Investment CORP | 7,109 | $183.1K | 0.00% | 00.0% | Unchanged |
| Natixis | 7,314 | $188.4K | 0.00% | +4,611+170.6% | Added |
| New Mexico Educational Retirement Board | 7,463 | $192.0K | 0.01% | +300+4.2% | Added |
| Valeo Financial Advisors, LLC | 7,887 | $203.2K | 0.01% | +7,887 | New |
| Independent Advisor Alliance | 7,898 | $203.4K | 0.01% | +7,898 | New |
| Atria Wealth Solutions, Inc. | 7,937 | $204.4K | 0.00% | +7,937 | New |
| Bradley Foster & Sargent Inc | 8,000 | $206.1K | 0.00% | +8,000 | New |
| Trexquant Investment LP | 8,088 | $208.3K | 0.01% | −116,318−93.5% | Reduced |
| Plancorp, LLC | 8,115 | $209.0K | 0.01% | +8,115 | New |
| Huntington National Bank | 8,160 | $210.2K | 0.00% | −566−6.5% | Reduced |
| Parallel Advisors, LLC | 8,189 | $210.9K | 0.01% | +6,581+409.3% | Added |
| MSD Partners, L.P. | 8,240 | $212.3K | 0.02% | +8,240 | New |
| 180 Wealth Advisors, LLC | 8,222 | $214.4K | 0.05% | +8,222 | New |
| Security Financial Services, INC. | 8,393 | $216.2K | 0.06% | +8,393 | New |
| Evergreen Capital Management LLC | 8,569 | $220.7K | 0.01% | +8,569 | New |
| Cutler Group LP | 8,612 | $221.0K | 0.05% | +3,134+57.2% | Added |
| Hilltop Holdings Inc. | 8,703 | $224.2K | 0.03% | −628−6.7% | Reduced |
| Old National Bancorp | 9,012 | $232.1K | 0.01% | −540−5.7% | Reduced |
| Verdence Capital Advisors LLC | 9,018 | $232.3K | 0.03% | −1,933−17.7% | Reduced |
| SeaCrest Wealth Management, LLC | 9,030 | $232.6K | 0.03% | +62+0.7% | Added |
| Los Angeles Capital Management LLC | 9,141 | $235.5K | 0.00% | −18,700−67.2% | Reduced |
| Signaturefd, LLC | 9,344 | $240.7K | 0.01% | +4,613+97.5% | Added |
| Louisiana State Employees Retirement System | 9,500 | $244.7K | 0.01% | −500−5.0% | Reduced |
| Westhampton Capital, LLC | 9,590 | $247.0K | 0.16% | +9,590 | New |
| Holistic Financial Partners | 9,630 | $248.1K | 0.17% | −305−3.1% | Reduced |
| Axq Capital, LP | 9,734 | $250.7K | 0.31% | +9,734 | New |
| Leavell Investment Management, Inc. | 9,873 | $254.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $258.0K | 0.06% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 10,082 | $259.7K | 0.19% | +3,029+42.9% | Added |
| Wintrust Investments LLC | 10,300 | $265.0K | 0.03% | +10,300 | New |
| Mitsubishi UFJ Trust & Banking Corp | 10,300 | $265.3K | 0.00% | +10,300 | New |
| Allspring Global Investments Holdings, LLC | 10,348 | $266.6K | 0.00% | −58,755−85.0% | Reduced |
| Cornerstone Wealth Management, LLC | 10,380 | $267.4K | 0.02% | +10,380 | New |
| Investors Research Corp | 10,407 | $268.1K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,448 | $269.0K | 0.00% | +1,523+17.1% | Added |
| Brave Asset Management Inc | 10,500 | $270.5K | 0.08% | +10,500 | New |
| Gateway Investment Advisers LLC | 10,545 | $271.6K | 0.00% | −16,208−60.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 10,553 | $271.8K | 0.08% | +10,553 | New |
| Steel Peak Wealth Management LLC | 10,614 | $273.4K | 0.02% | +10,614 | New |
| Cowa, LLC | 10,680 | $275.1K | 0.18% | +10,680 | New |
| Tiaa, FSB | 10,880 | $280.3K | 0.00% | −40−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 10,905 | $280.9K | 0.10% | +150+1.4% | Added |
| CWM, LLC | 11,079 | $285.0K | 0.00% | +6,444+139.0% | Added |
| Sound View Wealth Advisors Group, LLC | 11,075 | $285.3K | 0.04% | +11,075 | New |
| Chapin Davis, Inc. | 11,080 | $285.4K | 0.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,266 | $290.2K | 0.02% | +11,266 | New |