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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1,212 | $29.9K | 0.00% | +158+15.0% | Added |
| Tradition Wealth Management, LLC | 1,208 | $30.0K | 0.00% | +6+0.5% | Added |
| Proequities, Inc. | 1,219 | $30.1K | 0.00% | −100−7.6% | Reduced |
| Cambridge Trust Co | 1,280 | $31.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,299 | $32.1K | 0.00% | −16−1.2% | Reduced |
| Global Retirement Partners, LLC | 1,624 | $37.8K | 0.00% | −393−19.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,576 | $38.9K | 0.00% | −303−16.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $39.8K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,699 | $41.9K | 0.00% | −1,449−46.0% | Reduced |
| Parkside Financial Bank & Trust | 1,752 | $43.3K | 0.01% | +938+115.2% | Added |
| EverSource Wealth Advisors, LLC | 1,786 | $44.1K | 0.00% | +571+47.0% | Added |
| Deseret Mutual Benefit Administrators | 1,795 | $44.3K | 0.02% | −28−1.5% | Reduced |
| Versant Capital Management, Inc | 1,955 | $48.3K | 0.02% | +1,403+254.2% | Added |
| DT Investment Partners, LLC | 2,000 | $49.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $52.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,137 | $52.8K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,476 | $59.9K | 0.00% | −2,015−44.9% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $61.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,542 | $62.0K | 0.00% | −20,313−88.9% | Reduced |
| Assetmark, Inc | 2,635 | $65.1K | 0.00% | −150−5.4% | Reduced |
| Centiva Capital, LP | 2,750 | $67.9K | 0.00% | +2,750 | New |
| Sugarloaf Wealth Management, LLC | 2,759 | $68.1K | 0.02% | +18+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 2,961 | $73.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,989 | $73.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,459 | $85.4K | 0.04% | +3,459 | New |
| KBC Group NV | 3,625 | $90.0K | 0.00% | −32,630−90.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,705 | $91.5K | 0.00% | +2,185+143.8% | Added |
| Allworth Financial LP | 3,706 | $91.5K | 0.00% | −19−0.5% | Reduced |
| WR Wealth Planners, LLC | 3,750 | $92.6K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 4,004 | $98.9K | 0.00% | −36,100−90.0% | Reduced |
| Quadrant Capital Group LLC | 4,051 | $100.0K | 0.01% | −5−0.1% | Reduced |
| Gradient Investments LLC | 4,069 | $100.5K | 0.00% | +14+0.3% | Added |
| Counterpoint Mutual Funds LLC | 4,228 | $104.4K | 0.09% | −708−14.3% | Reduced |
| IFP Advisors, Inc | 4,436 | $109.5K | 0.00% | +3,936+787.2% | Added |
| Harvest Fund Management Co., Ltd | 4,780 | $118.0K | 0.02% | +3,241+210.6% | Added |
| Delta Asset Management LLC | 5,136 | $126.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 5,340 | $131.8K | 0.00% | −1,402−20.8% | Reduced |
| Clearstead Advisors, LLC | 5,418 | $133.8K | 0.01% | +13+0.2% | Added |
| North Star Investment Management Corp. | 5,626 | $138.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,000 | $143.0K | 0.00% | −7,572−55.8% | Reduced |
| Meeder Asset Management Inc | 6,278 | $155.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,487 | $160.2K | 0.00% | +123+1.9% | Added |
| Signaturefd, LLC | 6,652 | $164.2K | 0.00% | −2,692−28.8% | Reduced |
| Impact Partnership Wealth, LLC | 6,656 | $164.3K | 0.05% | +6,656 | New |
| State of Wyoming | 6,687 | $165.1K | 0.04% | +5,151+335.4% | Added |
| Ostrum Asset Management | 6,956 | $171.7K | 0.02% | −6,487−48.3% | Reduced |
| Korea Investment CORP | 7,109 | $175.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7,890 | $194.8K | 0.03% | +7,890 | New |
| Harbour Investments, Inc. | 8,072 | $199.3K | 0.01% | +1,162+16.8% | Added |
| Plancorp, LLC | 8,131 | $200.8K | 0.01% | +16+0.2% | Added |
| Parallel Advisors, LLC | 8,138 | $200.9K | 0.01% | −51−0.6% | Reduced |
| Huntington National Bank | 8,180 | $202.0K | 0.00% | +20+0.2% | Added |
| MSD Partners, L.P. | 8,240 | $203.4K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,264 | $204.0K | 0.00% | +8,264 | New |
| Xponance, Inc. | 8,338 | $205.9K | 0.00% | −22,402−72.9% | Reduced |
| Bradley Foster & Sargent Inc | 8,000 | $206.1K | 0.00% | 00.0% | Unchanged |
| Security Financial Services, INC. | 8,418 | $207.8K | 0.06% | +25+0.3% | Added |
| CWM, LLC | 8,413 | $208.0K | 0.00% | −2,666−24.1% | Reduced |
| Brave Asset Management Inc | 8,568 | $211.5K | 0.06% | −1,932−18.4% | Reduced |
| Boston Private Wealth LLC | 8,573 | $211.7K | 0.00% | +8,573 | New |
| Evergreen Capital Management LLC | 8,675 | $214.2K | 0.01% | +106+1.2% | Added |
| Occudo Quantitative Strategies LP | 8,804 | $217.4K | 0.03% | +8,804 | New |
| Cipher Capital LP | 8,822 | $217.8K | 0.15% | +8,822 | New |
| Sage Rhino Capital LLC | 8,823 | $217.8K | 0.06% | +8,823 | New |
| Old National Bancorp | 8,967 | $221.4K | 0.01% | −45−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 9,486 | $225.0K | 0.01% | −2,247−19.2% | Reduced |
| SeaCrest Wealth Management, LLC | 9,139 | $225.6K | 0.03% | +109+1.2% | Added |
| Steel Peak Wealth Management LLC | 9,166 | $226.3K | 0.01% | −1,448−13.6% | Reduced |
| Veriti Management LLC | 9,181 | $226.7K | 0.03% | +9,181 | New |
| Utah Retirement Systems | 9,200 | $227.1K | 0.00% | −19,750−68.2% | Reduced |
| Hilltop Holdings Inc. | 9,290 | $229.4K | 0.03% | +587+6.7% | Added |
| Gsa Capital Partners LLP | 9,343 | $231.0K | 0.02% | −33,932−78.4% | Reduced |
| Shelton Capital Management | 9,471 | $233.8K | 0.01% | +9,471 | New |
| Holistic Financial Partners | 9,630 | $237.8K | 0.16% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,793 | $241.8K | 0.00% | +9,793 | New |
| First Republic Investment Management, Inc. | 9,835 | $242.8K | 0.00% | +9,835 | New |
| Leavell Investment Management, Inc. | 9,873 | $244.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 9,963 | $246.0K | 0.00% | −32,102−76.3% | Reduced |
| Gifford Fong Associates | 10,000 | $247.0K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 10,020 | $247.4K | 0.00% | −525−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 10,038 | $247.8K | 0.00% | +10,038 | New |
| 180 Wealth Advisors, LLC | 10,401 | $256.8K | 0.06% | +2,179+26.5% | Added |
| Investors Research Corp | 10,407 | $256.9K | 0.07% | 00.0% | Unchanged |
| Putnam Investments LLC | 10,485 | $258.9K | 0.00% | +10,485 | New |
| Laidlaw Wealth Management LLC | 10,580 | $261.2K | 0.09% | +10,580 | New |
| Meridian Investment Counsel Inc. | 10,655 | $263.1K | 0.10% | −250−2.3% | Reduced |
| United Services Automobile Association | 10,690 | $263.9K | 0.01% | +10,690 | New |
| Mercer Global Advisors Inc | 10,797 | $267.0K | 0.00% | +349+3.3% | Added |
| Pinebridge Investments, L.P. | 10,822 | $267.2K | 0.00% | +10,822 | New |
| Tiaa Trust, National Association | 10,880 | $268.6K | 0.00% | +10,880 | New |
| Mill Capital Management, LLC | 10,944 | $270.2K | 0.03% | −2,020−15.6% | Reduced |
| Bridgefront Capital, LLC | 10,946 | $270.3K | 0.19% | +10,946 | New |
| Chapin Davis, Inc. | 11,080 | $273.6K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,109 | $274.0K | 0.01% | −2,385−17.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,348 | $280.2K | 0.06% | −1,337−10.5% | Reduced |
| Pallas Capital Advisors LLC | 13,097 | $280.7K | 0.02% | +897+7.4% | Added |
| Glenmede Trust Co NA | 11,447 | $282.6K | 0.00% | −10,011−46.7% | Reduced |
| Dudley & Shanley, Inc. | 11,500 | $283.9K | 0.05% | +11,500 | New |
| Wetherby Asset Management Inc | 11,610 | $286.7K | 0.02% | +344+3.1% | Added |
| Holderness Investments Co | 11,640 | $287.4K | 0.11% | −1,500−11.4% | Reduced |