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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 1,000 | $25.8K | 0.00% | +1,000 | New |
| Bartlett & Co. Wealth Management LLC | 985 | $25.4K | 0.00% | −700−41.5% | 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 |
| Quent Capital, LLC | 953 | $24.6K | 0.00% | −240−20.1% | Reduced |
| Farther Finance Advisors, LLC | 953 | $24.5K | 0.01% | +138+16.9% | Added |
| HM Payson & Co | 896 | $23.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 887 | $22.8K | 0.00% | −122−12.1% | Reduced |
| Laurel Wealth Advisors LLC | 852 | $21.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $21.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 814 | $21.0K | 0.00% | −175−17.7% | Reduced |
| Whittier Trust Co | 808 | $20.8K | 0.00% | −413−33.8% | Reduced |
| Trust Co of Vermont | 800 | $20.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 740 | $19.0K | 0.00% | +40+5.7% | Added |
| Byrne Asset Management LLC | 680 | $18.0K | 0.01% | +40+6.3% | Added |
| Massmutual Trust Co FSB | 695 | $17.9K | 0.00% | +505+265.8% | Added |
| Riverview Trust Co | 688 | $17.7K | 0.02% | +688 | New |
| American National Bank | 676 | $17.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 664 | $17.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 650 | $16.7K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 600 | $15.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 579 | $14.9K | 0.00% | −236−29.0% | Reduced |
| TD Private Client Wealth LLC | 556 | $14.3K | 0.00% | −108−16.3% | Reduced |
| Versant Capital Management, Inc | 552 | $14.2K | 0.00% | +452+452.0% | Added |
| Covestor Ltd | 525 | $14.0K | 0.01% | −1,812−77.5% | Reduced |
| McIlrath & Eck, LLC | 535 | $13.8K | 0.00% | +350+189.2% | Added |
| Oakworth Capital, Inc. | 509 | $13.1K | 0.00% | −254−33.3% | Reduced |
| Larson Financial Group LLC | 505 | $13.0K | 0.00% | +10+2.0% | Added |
| Valley National Advisers Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 491 | $12.6K | 0.00% | −470−48.9% | Reduced |
| Hexagon Capital Partners LLC | 483 | $12.4K | 0.00% | +483 | New |
| IFP Advisors, Inc | 500 | $12.3K | 0.00% | +107+27.2% | Added |
| MV Capital Management, Inc. | 460 | $11.8K | 0.00% | +356+342.3% | Added |
| Umb Bank N A | 440 | $11.3K | 0.00% | −385−46.7% | Reduced |
| Glassman Wealth Services | 430 | $11.1K | 0.00% | −11−2.5% | Reduced |
| Sunbelt Securities, Inc. | 427 | $11.0K | 0.00% | +9+2.2% | Added |
| Asset Dedication, LLC | 443 | $11.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 410 | $10.6K | 0.00% | +23+5.9% | Added |
| AdvisorNet Financial, Inc | 410 | $10.6K | 0.00% | +17+4.3% | Added |
| Jones Financial Companies LLLP | 400 | $10.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 355 | $9.14K | 0.00% | +118+49.8% | Added |
| Sutton Wealth Advisors Inc. | 325 | $8.37K | 0.00% | +17+5.5% | Added |
| GW&K Investment Management, LLC | 299 | $8.00K | 0.00% | +299 | New |
| Concord Wealth Partners | 307 | $7.92K | 0.00% | +131+74.4% | Added |
| Baker Avenue Asset Management, LP | 288 | $7.42K | 0.00% | +19+7.1% | Added |
| Annapolis Financial Services, LLC | 250 | $6.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 250 | $6.44K | 0.00% | +250 | New |
| Private Trust Co NA | 213 | $5.49K | 0.00% | +68+46.9% | Added |
| Pacific Center for Financial Services | 210 | $5.41K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $5.15K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 200 | $5.10K | 0.00% | +200 | New |
| 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 |
| ICA Group Wealth Management, LLC | 192 | $4.94K | 0.00% | +4+2.1% | Added |
| Red Tortoise LLC | 167 | $4.30K | 0.00% | +167 | New |
| Archer Investment Corp | 158 | $4.07K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 143 | $3.68K | 0.00% | +143 | New |
| Creative Financial Designs Inc | 140 | $3.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 118 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 130 | $3.00K | 0.00% | +130 | New |
| Spire Wealth Management | 113 | $2.91K | 0.00% | +42+59.2% | Added |
| Piscataqua Savings Bank | 107 | $2.75K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $2.65K | 0.00% | +73+243.3% | Added |
| Key Financial Inc | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 92 | $2.37K | 0.00% | −46−33.3% | Reduced |
| Pflug Koory, LLC | 86 | $2.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $2.04K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $1.68K | 0.00% | −19−22.6% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $1.62K | 0.00% | −142−69.3% | Reduced |
| WealthPLAN Partners, LLC | 62 | $1.60K | 0.00% | −500−89.0% | Reduced |
| Rosenberg Matthew Hamilton | 54 | $1.39K | 0.00% | +1+1.9% | Added |
| Carmichael Hill & Associates, Inc. | 51 | $1.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 48 | $1.24K | 0.00% | +48 | New |
| Horan Securities, Inc. | 48 | $1.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $1.21K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $1.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $1.08K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 42 | $1.08K | 0.00% | +1+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 36 | $927 | 0.00% | +36 | New |
| TFC Financial Management | 29 | $748 | 0.00% | +29 | New |
| ORG Partners LLC | 23 | $598 | 0.00% | +23 | New |
| SOA Wealth Advisors, LLC. | 23 | $596 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $567 | 0.00% | −48−68.6% | Reduced |
| Wolff Wiese Magana LLC | 20 | $516 | 0.00% | +10+100.0% | Added |
| Disciplined Investments, LLC | 20 | $515 | 0.00% | +1+5.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $258 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $207 | 0.00% | +8 | New |
| Baystate Wealth Management LLC | 6 | $168 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 26 | $78 | 0.00% | +4+18.2% | Added |
| Comerica Bank | 16,294 | $3 | 0.00% | +16,294 | New |
| Lazard Asset Management LLC | 21 | $0 | 0.00% | −194−90.2% | Reduced |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −741,340−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −575,545−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −425,571−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −254,288−100.0% | Sold out |