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 |
|---|---|---|---|---|---|
| Cowa, LLC | 11,868 | $293.0K | 0.20% | +1,188+11.1% | Added |
| Tower Research Capital LLC (TRC) | 11,918 | $294.3K | 0.01% | +8,518+250.5% | Added |
| Johnson Investment Counsel Inc | 11,980 | $295.8K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 12,000 | $296.0K | 0.14% | −1,000−7.7% | Reduced |
| Cullinan Associates Inc | 12,102 | $298.8K | 0.02% | +20.0% | Added |
| Ethic Inc. | 12,152 | $300.0K | 0.01% | −739−5.7% | Reduced |
| Prelude Capital Management, LLC | 12,159 | $300.2K | 0.03% | +326+2.8% | Added |
| Integrated Advisors Network LLC | 12,357 | $305.1K | 0.02% | +12,357 | New |
| Avantax Advisory Services, Inc. | 12,361 | $305.2K | 0.00% | +270+2.2% | Added |
| Greenleaf Trust | 12,557 | $310.0K | 0.00% | +468+3.9% | Added |
| Ontario Teachers Pension Plan Board | 12,600 | $311.1K | 0.00% | −35,138−73.6% | Reduced |
| Arden Trust Co | 12,668 | $312.8K | 0.05% | +562+4.6% | Added |
| Keystone Financial Group | 12,747 | $314.7K | 0.05% | +598+4.9% | Added |
| Sound View Wealth Advisors Group, LLC | 12,849 | $317.2K | 0.04% | +1,774+16.0% | Added |
| Guggenheim Capital LLC | 13,001 | $321.0K | 0.00% | −18,758−59.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 13,101 | $323.5K | 0.00% | +2,801+27.2% | Added |
| Teacher Retirement System of Texas | 13,109 | $324.0K | 0.00% | +290+2.3% | Added |
| Axq Capital, LP | 13,134 | $324.3K | 0.11% | +3,400+34.9% | Added |
| Dark Forest Capital Management LP | 13,186 | $325.6K | 0.03% | +13,186 | New |
| M&T Bank Corp | 13,242 | $326.9K | 0.00% | −489−3.6% | Reduced |
| Oak Thistle LLC | 13,642 | $336.8K | 0.10% | +13,642 | New |
| Leonteq Securities AG | 13,714 | $338.6K | 0.04% | +6,656+94.3% | Added |
| Register Financial Advisors LLC | 14,255 | $352.0K | 0.26% | +4,173+41.4% | Added |
| Brown Advisory Inc | 14,764 | $364.5K | 0.00% | −38−0.3% | Reduced |
| Toroso Investments, LLC | 15,075 | $372.2K | 0.01% | +15,075 | New |
| Campbell & CO Investment Adviser LLC | 15,223 | $375.9K | 0.04% | +15,223 | New |
| Jaffetilchin Investment Partners, LLC | 15,384 | $379.8K | 0.04% | −3,809−19.8% | Reduced |
| Kestra Private Wealth Services, LLC | 15,459 | $381.7K | 0.01% | +2,206+16.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $387.0K | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 15,692 | $387.4K | 0.00% | −750−4.6% | Reduced |
| Sherbrooke Park Advisers LLC | 15,845 | $391.2K | 0.12% | +15,845 | New |
| Wealthcare Advisory Partners LLC | 15,970 | $394.3K | 0.02% | +1,655+11.6% | Added |
| Pathstone Family Office, LLC | 16,145 | $398.6K | 0.00% | +16,145 | New |
| Cornerstone Wealth Management, LLC | 16,331 | $403.2K | 0.04% | +5,951+57.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,516 | $407.8K | 0.00% | −75,467−82.0% | Reduced |
| Intech Investment Management LLC | 16,623 | $410.4K | 0.01% | +16,623 | New |
| Raub Brock Capital Management LP | 17,000 | $419.7K | 0.08% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 17,179 | $424.1K | 0.04% | +1,999+13.2% | Added |
| Cim Investment Mangement Inc | 17,257 | $426.1K | 0.16% | −395−2.2% | Reduced |
| Ieq Capital, LLC | 17,282 | $426.7K | 0.01% | +5,783+50.3% | Added |
| Cerity Partners LLC | 17,285 | $427.0K | 0.00% | −3,079−15.1% | Reduced |
| Coldstream Capital Management Inc | 17,511 | $432.3K | 0.01% | +5,212+42.4% | Added |
| BlackDiamond Wealth Management Inc. | 20,223 | $433.4K | 0.39% | +7,666+61.0% | Added |
| Prospera Financial Services Inc | 17,769 | $438.8K | 0.02% | −1,086−5.8% | Reduced |
| Seven Eight Capital, LP | 17,967 | $443.6K | 0.05% | +17,967 | New |
| Allianz Asset Management GmbH | 18,115 | $447.3K | 0.00% | +18,115 | New |
| Commerce Bank | 18,519 | $457.2K | 0.00% | −567−3.0% | Reduced |
| Teza Capital Management LLC | 18,734 | $462.5K | 0.08% | −17,948−48.9% | Reduced |
| Jacobi Capital Management LLC | 19,086 | $471.2K | 0.05% | +657+3.6% | Added |
| State of Wisconsin Investment Board | 19,169 | $473.3K | 0.00% | −30,234−61.2% | Reduced |
| MTM Investment Management, LLC | 19,373 | $478.3K | 0.24% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,487 | $481.1K | 0.00% | −10.0% | Reduced |
| BluePath Capital Management, LLC | 19,680 | $485.9K | 0.45% | +19,680 | New |
| JustInvest LLC | 19,747 | $487.5K | 0.01% | +81+0.4% | Added |
| Relative Value Partners Group, LLC | 19,786 | $488.5K | 0.03% | +1,678+9.3% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $512.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 23,732 | $516.6K | 0.01% | −571−2.3% | Reduced |
| PEAK6 Investments LLC | 20,984 | $518.1K | 0.03% | −43,293−67.4% | Reduced |
| Public Employees Retirement Association of Colorado | 21,416 | $529.0K | 0.00% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 21,870 | $540.0K | 0.64% | +50+0.2% | Added |
| Everence Capital Management Inc | 22,240 | $549.0K | 0.04% | +5,250+30.9% | Added |
| HB Wealth Management, LLC | 22,699 | $560.4K | 0.01% | +4,571+25.2% | Added |
| Boit C F David | 23,990 | $580.8K | 0.40% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 23,651 | $583.9K | 0.07% | +4,253+21.9% | Added |
| Pinnacle Financial Partners Inc | 24,322 | $600.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24,514 | $605.3K | 0.00% | −3,878−13.7% | Reduced |
| Cetera Advisors LLC | 24,614 | $607.7K | 0.01% | +24,614 | New |
| Two Sigma Securities, LLC | 25,200 | $622.2K | 0.03% | −2,276−8.3% | Reduced |
| Guyasuta Investment Advisors Inc | 25,500 | $629.6K | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 25,709 | $634.8K | 0.00% | +1,267+5.2% | Added |
| Echo Street Capital Management LLC | 25,987 | $641.6K | 0.01% | +25,987 | New |
| International Assets Investment Management, LLC | 27,164 | $650.8K | 0.09% | +10,040+58.6% | Added |
| Handelsbanken Fonder AB | 26,800 | $662.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,830 | $662.4K | 0.00% | +26,830 | New |
| Pearl River Capital, LLC | 27,006 | $666.8K | 0.10% | +27,006 | New |
| Mariner, LLC | 27,640 | $682.4K | 0.00% | +5,200+23.2% | Added |
| GWM Advisors LLC | 27,652 | $682.7K | 0.01% | +2,279+9.0% | Added |
| RNC Capital Management LLC | 27,973 | $690.6K | 0.04% | −3,484−11.1% | Reduced |
| Kestra Advisory Services, LLC | 28,063 | $692.9K | 0.01% | +11,472+69.1% | Added |
| MML Investors Services, LLC | 28,357 | $700.0K | 0.00% | −1,420−4.8% | Reduced |
| Stifel Financial Corp | 28,786 | $710.8K | 0.00% | +1,920+7.1% | Added |
| Trexquant Investment LP | 28,875 | $712.9K | 0.02% | +20,787+257.0% | Added |
| AMG National Trust Bank | 29,158 | $719.9K | 0.03% | +362+1.3% | Added |
| Intellectus Partners, LLC | 29,330 | $724.2K | 0.23% | +29+0.1% | Added |
| Mutual of America Capital Management LLC | 29,730 | $734.0K | 0.01% | +7,528+33.9% | Added |
| M Holdings Securities, Inc. | 30,408 | $751.0K | 0.10% | +30,408 | New |
| First Heartland Consultants, Inc. | 30,494 | $753.0K | 0.09% | −337−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 28,388 | $753.1K | 0.24% | +771+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,130 | $793.3K | 0.00% | +3,549+12.4% | Added |
| Manufacturers Life Insurance Company, The | 32,218 | $795.5K | 0.00% | −76,167−70.3% | Reduced |
| Cetera Investment Advisers | 32,513 | $802.7K | 0.01% | −1,678−4.9% | Reduced |
| HighTower Advisors, LLC | 33,214 | $819.0K | 0.00% | −1,031−3.0% | Reduced |
| Advisory Services Network, LLC | 33,281 | $821.7K | 0.02% | +2,011+6.4% | Added |
| Deutsche Bank AG | 34,010 | $839.7K | 0.00% | −456,885−93.1% | Reduced |
| Voya Investment Management LLC | 34,183 | $844.0K | 0.00% | −26,317−43.5% | Reduced |
| Advisor Partners II, LLC | 34,732 | $857.5K | 0.03% | +550+1.6% | Added |
| Fox Run Management, L.L.C. | 34,912 | $862.0K | 0.26% | +34,912 | New |
| D.A. Davidson & Co. | 35,084 | $866.2K | 0.01% | −2,902−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 35,998 | $888.8K | 0.02% | +11,578+47.4% | Added |
| Verition Fund Management LLC | 36,096 | $891.2K | 0.01% | +13,374+58.9% | Added |