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, Q3 2023
Institutional positions in Lincoln National Corp as of Sep 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
- 478
- −14 vs. Q2 2023
- Shares held
- 125.4M
- +1.59M (+1.3%) vs. Q2 2023
- Total value
- $3.11B
- −$73.8M (−2.3%) vs. Q2 2023
- New holders
- 62
- 167 more added
- Sold out
- 76
- 159 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 0 | $1 | 0.00% | −250−100.0% | Reduced |
| Baystate Wealth Management LLC | 6 | $164 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $232 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $247 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12 | $268 | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 20 | $494 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $572 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $575 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $717 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $741 | 0.00% | −17−36.2% | Reduced |
| SJS Investment Consulting Inc. | 30 | $741 | 0.00% | +8+36.4% | Added |
| Perkins Coie Trust Co | 32 | $789 | 0.00% | +32 | New |
| South State Corp. | 35 | $864 | 0.00% | −57−62.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 36 | $889 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | −269−90.0% | Reduced |
| New England Capital Financial Advisors LLC | 43 | $1.05K | 0.00% | +1+2.4% | Added |
| Princeton Global Asset Management LLC | 43 | $1.06K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $1.11K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 48 | $1.19K | 0.00% | −55−53.4% | Reduced |
| MCF Advisors LLC | 48 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 54 | $1.33K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 57 | $1.41K | 0.00% | −50−46.7% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $1.41K | 0.00% | −8−12.3% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $1.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $1.95K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 84 | $2.00K | 0.00% | +84 | New |
| Pflug Koory, LLC | 86 | $2.12K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.47K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $2.47K | 0.00% | +100 | New |
| Earnest Partners LLC | 105 | $2.59K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 114 | $2.82K | 0.00% | +1+0.9% | Added |
| Truvestments Capital LLC | 120 | $2.96K | 0.00% | −235−66.2% | Reduced |
| Bollard Group LLC | 132 | $3.00K | 0.00% | +2+1.5% | Added |
| Private Trust Co NA | 135 | $3.33K | 0.00% | −78−36.6% | Reduced |
| Creative Financial Designs Inc | 140 | $3.46K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 143 | $3.53K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $3.90K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 160 | $3.95K | 0.00% | +160 | New |
| Red Tortoise LLC | 167 | $4.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 180 | $4.44K | 0.00% | +62+52.5% | Added |
| Central Trust Co | 200 | $4.94K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 203 | $5.02K | 0.00% | +3+1.5% | Added |
| Pacific Center for Financial Services | 210 | $5.18K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 216 | $5.33K | 0.00% | −10,132−97.9% | Reduced |
| Sutton Wealth Advisors Inc. | 248 | $6.12K | 0.00% | −77−23.7% | Reduced |
| Annapolis Financial Services, LLC | 250 | $6.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 278 | $6.86K | 0.01% | +278 | New |
| MV Capital Management, Inc. | 279 | $6.89K | 0.00% | −181−39.3% | Reduced |
| NBC Securities, Inc. | 319 | $7.00K | 0.00% | +319 | New |
| Baker Avenue Asset Management, LP | 288 | $7.11K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $7.41K | 0.00% | −300−50.0% | Reduced |
| TD Private Client Wealth LLC | 319 | $7.88K | 0.00% | −237−42.6% | Reduced |
| McIlrath & Eck, LLC | 335 | $8.27K | 0.00% | −200−37.4% | Reduced |
| Glassman Wealth Services | 365 | $9.01K | 0.00% | −65−15.1% | Reduced |
| Jones Financial Companies LLLP | 400 | $9.88K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $10.2K | 0.00% | −95−18.7% | Reduced |
| Massmutual Trust Co FSB | 418 | $10.3K | 0.00% | −277−39.9% | Reduced |
| First Horizon Advisors, Inc. | 427 | $10.5K | 0.00% | −152−26.3% | Reduced |
| Sunbelt Securities, Inc. | 434 | $10.7K | 0.00% | +7+1.6% | Added |
| Umb Bank N A | 440 | $10.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 443 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 440 | $11.0K | 0.00% | +189+75.3% | Added |
| Atticus Wealth Management, LLC | 475 | $11.7K | 0.00% | +475 | New |
| Covestor Ltd | 495 | $12.0K | 0.01% | −30−5.7% | Reduced |
| Valley National Advisers Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $12.3K | 0.00% | +500 | New |
| Larson Financial Group LLC | 513 | $12.7K | 0.00% | +8+1.6% | Added |
| Concord Wealth Partners | 518 | $12.8K | 0.00% | +211+68.7% | Added |
| Whittier Trust Co | 531 | $13.1K | 0.00% | −277−34.3% | Reduced |
| M&R Capital Management Inc | 550 | $13.6K | 0.00% | +140+34.1% | Added |
| Carolinas Wealth Consulting LLC | 650 | $14.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 600 | $15.0K | 0.01% | −80−11.8% | Reduced |
| Geneos Wealth Management Inc. | 664 | $16.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 676 | $16.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 688 | $17.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 740 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $19.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $21.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 866 | $21.4K | 0.00% | −21−2.4% | Reduced |
| Hexagon Capital Partners LLC | 874 | $21.6K | 0.01% | +391+81.0% | Added |
| Quent Capital, LLC | 880 | $21.7K | 0.00% | −73−7.7% | Reduced |
| HM Payson & Co | 896 | $22.1K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 900 | $22.2K | 0.03% | −1,700−65.4% | Reduced |
| Sofos Investments, Inc. | 1,048 | $22.5K | 0.00% | +1,022+3,930.8% | Added |
| Farther Finance Advisors, LLC | 940 | $23.2K | 0.00% | −13−1.4% | Reduced |
| Bartlett & Co. LLC | 985 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 985 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,000 | $24.7K | 0.00% | −1,927−65.8% | Reduced |
| Ancora Advisors, LLC | 1,000 | $24.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,024 | $25.3K | 0.02% | −476−31.7% | Reduced |
| Toth Financial Advisory Corp | 1,095 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,100 | $27.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $29.6K | 0.02% | 00.0% | Unchanged |