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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 10,905 | $280.9K | 0.10% | +150+1.4% | Added |
| Tiaa, FSB | 10,880 | $280.3K | 0.00% | −40−0.4% | Reduced |
| Cowa, LLC | 10,680 | $275.1K | 0.18% | +10,680 | New |
| Steel Peak Wealth Management LLC | 10,614 | $273.4K | 0.02% | +10,614 | New |
| Regent Peak Wealth Advisors LLC | 10,553 | $271.8K | 0.08% | +10,553 | New |
| Gateway Investment Advisers LLC | 10,545 | $271.6K | 0.00% | −16,208−60.6% | Reduced |
| Brave Asset Management Inc | 10,500 | $270.5K | 0.08% | +10,500 | New |
| Mercer Global Advisors Inc | 10,448 | $269.0K | 0.00% | +1,523+17.1% | Added |
| Investors Research Corp | 10,407 | $268.1K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,380 | $267.4K | 0.02% | +10,380 | New |
| Allspring Global Investments Holdings, LLC | 10,348 | $266.6K | 0.00% | −58,755−85.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,300 | $265.3K | 0.00% | +10,300 | New |
| Wintrust Investments LLC | 10,300 | $265.0K | 0.03% | +10,300 | New |
| Register Financial Advisors LLC | 10,082 | $259.7K | 0.19% | +3,029+42.9% | Added |
| Gifford Fong Associates | 10,000 | $258.0K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 9,873 | $254.0K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 9,734 | $250.7K | 0.31% | +9,734 | New |
| Holistic Financial Partners | 9,630 | $248.1K | 0.17% | −305−3.1% | Reduced |
| Westhampton Capital, LLC | 9,590 | $247.0K | 0.16% | +9,590 | New |
| Louisiana State Employees Retirement System | 9,500 | $244.7K | 0.01% | −500−5.0% | Reduced |
| Signaturefd, LLC | 9,344 | $240.7K | 0.01% | +4,613+97.5% | Added |
| Los Angeles Capital Management LLC | 9,141 | $235.5K | 0.00% | −18,700−67.2% | Reduced |
| SeaCrest Wealth Management, LLC | 9,030 | $232.6K | 0.03% | +62+0.7% | Added |
| Verdence Capital Advisors LLC | 9,018 | $232.3K | 0.03% | −1,933−17.7% | Reduced |
| Old National Bancorp | 9,012 | $232.1K | 0.01% | −540−5.7% | Reduced |
| Hilltop Holdings Inc. | 8,703 | $224.2K | 0.03% | −628−6.7% | Reduced |
| Cutler Group LP | 8,612 | $221.0K | 0.05% | +3,134+57.2% | Added |
| Evergreen Capital Management LLC | 8,569 | $220.7K | 0.01% | +8,569 | New |
| Security Financial Services, INC. | 8,393 | $216.2K | 0.06% | +8,393 | New |
| 180 Wealth Advisors, LLC | 8,222 | $214.4K | 0.05% | +8,222 | New |
| MSD Partners, L.P. | 8,240 | $212.3K | 0.02% | +8,240 | New |
| Parallel Advisors, LLC | 8,189 | $210.9K | 0.01% | +6,581+409.3% | Added |
| Huntington National Bank | 8,160 | $210.2K | 0.00% | −566−6.5% | Reduced |
| Plancorp, LLC | 8,115 | $209.0K | 0.01% | +8,115 | New |
| Trexquant Investment LP | 8,088 | $208.3K | 0.01% | −116,318−93.5% | Reduced |
| Bradley Foster & Sargent Inc | 8,000 | $206.1K | 0.00% | +8,000 | New |
| Atria Wealth Solutions, Inc. | 7,937 | $204.4K | 0.00% | +7,937 | New |
| Independent Advisor Alliance | 7,898 | $203.4K | 0.01% | +7,898 | New |
| Valeo Financial Advisors, LLC | 7,887 | $203.2K | 0.01% | +7,887 | New |
| New Mexico Educational Retirement Board | 7,463 | $192.0K | 0.01% | +300+4.2% | Added |
| Natixis | 7,314 | $188.4K | 0.00% | +4,611+170.6% | Added |
| Korea Investment CORP | 7,109 | $183.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,058 | $181.8K | 0.02% | +3,688+109.4% | Added |
| Harbour Investments, Inc. | 6,910 | $178.0K | 0.01% | +6,236+925.2% | Added |
| Nomura Asset Management Co Ltd | 6,742 | $173.7K | 0.00% | −980−12.7% | Reduced |
| Metropolitan Life Insurance Co | 6,724 | $173.2K | 0.01% | −162−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,364 | $163.9K | 0.00% | +3,374+112.8% | Added |
| Meeder Asset Management Inc | 6,278 | $161.7K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,035 | $155.5K | 0.00% | +6,035 | New |
| ING Groep NV | 5,841 | $150.5K | 0.00% | −20,326−77.7% | Reduced |
| North Star Investment Management Corp. | 5,626 | $144.9K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 5,499 | $141.7K | 0.04% | −9,570−63.5% | Reduced |
| Clearstead Advisors, LLC | 5,405 | $139.2K | 0.01% | +2,361+77.6% | Added |
| SG Americas Securities, LLC | 5,405 | $139.0K | 0.00% | −51,415−90.5% | Reduced |
| Delta Asset Management LLC | 5,136 | $132.3K | 0.01% | +5,000+3,676.5% | Added |
| Counterpoint Mutual Funds LLC | 4,936 | $127.2K | 0.12% | −212−4.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,867 | $125.4K | 0.00% | +27+0.6% | Added |
| Horizon Investments, LLC | 4,491 | $113.7K | 0.00% | +150+3.5% | Added |
| Quadrant Capital Group LLC | 4,056 | $104.5K | 0.01% | +1,167+40.4% | Added |
| Gradient Investments LLC | 4,055 | $104.5K | 0.00% | −137−3.3% | Reduced |
| WR Wealth Planners, LLC | 3,750 | $96.6K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 3,725 | $96.0K | 0.00% | +45+1.2% | Added |
| Tower Research Capital LLC (TRC) | 3,400 | $87.6K | 0.00% | −42,467−92.6% | Reduced |
| Federated Hermes, Inc. | 3,148 | $81.1K | 0.00% | +2,863+1,004.6% | Added |
| Daiwa Securities Group Inc. | 3,154 | $81.0K | 0.00% | +329+11.6% | Added |
| Sandy Spring Bank | 2,989 | $77.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,961 | $76.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,927 | $75.4K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 2,900 | $74.7K | 0.07% | +2,900 | New |
| Assetmark, Inc | 2,785 | $71.7K | 0.00% | +342+14.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,741 | $70.6K | 0.02% | +774+39.3% | Added |
| AM Squared Ltd | 2,600 | $67.0K | 0.08% | −7,300−73.7% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $64.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $58.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,000 | $56.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,155 | $55.5K | 0.01% | +1,375+176.3% | Added |
| American State Bank (Iowa) | 2,137 | $55.0K | 0.04% | −200−8.6% | Reduced |
| BDO Wealth Advisors, LLC | 2,125 | $54.7K | 0.01% | −1,175−35.6% | Reduced |
| Global Retirement Partners, LLC | 2,017 | $52.0K | 0.00% | +182+9.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,879 | $48.4K | 0.00% | +255+15.7% | Added |
| Deseret Mutual Benefit Administrators | 1,823 | $47.0K | 0.02% | +668+57.8% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $41.5K | 0.01% | −700−30.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,539 | $40.0K | 0.01% | +1,539 | New |
| State of Wyoming | 1,536 | $39.6K | 0.01% | +191+14.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,520 | $39.2K | 0.00% | −880−36.7% | Reduced |
| Rise Advisors, LLC | 1,500 | $38.6K | 0.03% | +1,500 | New |
| Point72 Asset Management, L.P. | 1,449 | $37.3K | 0.00% | −367,418−99.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,380 | $35.5K | 0.00% | +166+13.7% | Added |
| Proequities, Inc. | 1,319 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,315 | $33.9K | 0.00% | +694+111.8% | Added |
| Cambridge Trust Co | 1,280 | $33.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,215 | $31.3K | 0.00% | +370+43.8% | Added |
| Tradition Wealth Management, LLC | 1,202 | $31.0K | 0.00% | +36+3.1% | Added |
| Barrett & Company, Inc. | 1,200 | $30.9K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,139 | $29.3K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,124 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,100 | $28.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,095 | $28.2K | 0.00% | −165−13.1% | Reduced |
| Manchester Capital Management LLC | 1,054 | $27.2K | 0.00% | +1,054 | New |
| Capital Advisors, Ltd. LLC | 1,025 | $26.0K | 0.00% | +946+1,197.5% | Added |