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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 27,973 | $690.6K | 0.04% | −3,484−11.1% | Reduced |
| GWM Advisors LLC | 27,652 | $682.7K | 0.01% | +2,279+9.0% | Added |
| Mariner, LLC | 27,640 | $682.4K | 0.00% | +5,200+23.2% | Added |
| Pearl River Capital, LLC | 27,006 | $666.8K | 0.10% | +27,006 | New |
| Wealth Enhancement Advisory Services, LLC | 26,830 | $662.4K | 0.00% | +26,830 | New |
| Handelsbanken Fonder AB | 26,800 | $662.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,164 | $650.8K | 0.09% | +10,040+58.6% | Added |
| Echo Street Capital Management LLC | 25,987 | $641.6K | 0.01% | +25,987 | New |
| Neuberger Berman Group LLC | 25,709 | $634.8K | 0.00% | +1,267+5.2% | Added |
| Guyasuta Investment Advisors Inc | 25,500 | $629.6K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 25,200 | $622.2K | 0.03% | −2,276−8.3% | Reduced |
| Cetera Advisors LLC | 24,614 | $607.7K | 0.01% | +24,614 | New |
| Northwestern Mutual Wealth Management Co | 24,514 | $605.3K | 0.00% | −3,878−13.7% | Reduced |
| Pinnacle Financial Partners Inc | 24,322 | $600.5K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 23,651 | $583.9K | 0.07% | +4,253+21.9% | Added |
| Boit C F David | 23,990 | $580.8K | 0.40% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 22,699 | $560.4K | 0.01% | +4,571+25.2% | Added |
| Everence Capital Management Inc | 22,240 | $549.0K | 0.04% | +5,250+30.9% | Added |
| OmniStar Financial Group, Inc. | 21,870 | $540.0K | 0.64% | +50+0.2% | Added |
| Public Employees Retirement Association of Colorado | 21,416 | $529.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 20,984 | $518.1K | 0.03% | −43,293−67.4% | Reduced |
| Bokf, NA | 23,732 | $516.6K | 0.01% | −571−2.3% | Reduced |
| Systematic Alpha Investments, LLC | 20,738 | $512.0K | 0.03% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 19,786 | $488.5K | 0.03% | +1,678+9.3% | Added |
| JustInvest LLC | 19,747 | $487.5K | 0.01% | +81+0.4% | Added |
| BluePath Capital Management, LLC | 19,680 | $485.9K | 0.45% | +19,680 | New |
| Cresset Asset Management, LLC | 19,487 | $481.1K | 0.00% | −10.0% | Reduced |
| MTM Investment Management, LLC | 19,373 | $478.3K | 0.24% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 19,169 | $473.3K | 0.00% | −30,234−61.2% | Reduced |
| Jacobi Capital Management LLC | 19,086 | $471.2K | 0.05% | +657+3.6% | Added |
| Teza Capital Management LLC | 18,734 | $462.5K | 0.08% | −17,948−48.9% | Reduced |
| Commerce Bank | 18,519 | $457.2K | 0.00% | −567−3.0% | Reduced |
| Allianz Asset Management GmbH | 18,115 | $447.3K | 0.00% | +18,115 | New |
| Seven Eight Capital, LP | 17,967 | $443.6K | 0.05% | +17,967 | New |
| Prospera Financial Services Inc | 17,769 | $438.8K | 0.02% | −1,086−5.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 20,223 | $433.4K | 0.39% | +7,666+61.0% | Added |
| Coldstream Capital Management Inc | 17,511 | $432.3K | 0.01% | +5,212+42.4% | Added |
| Cerity Partners LLC | 17,285 | $427.0K | 0.00% | −3,079−15.1% | Reduced |
| Ieq Capital, LLC | 17,282 | $426.7K | 0.01% | +5,783+50.3% | Added |
| Cim Investment Mangement Inc | 17,257 | $426.1K | 0.16% | −395−2.2% | Reduced |
| Phillips Financial Management, LLC | 17,179 | $424.1K | 0.04% | +1,999+13.2% | Added |
| Raub Brock Capital Management LP | 17,000 | $419.7K | 0.08% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,623 | $410.4K | 0.01% | +16,623 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,516 | $407.8K | 0.00% | −75,467−82.0% | Reduced |
| Cornerstone Wealth Management, LLC | 16,331 | $403.2K | 0.04% | +5,951+57.3% | Added |
| Pathstone Family Office, LLC | 16,145 | $398.6K | 0.00% | +16,145 | New |
| Wealthcare Advisory Partners LLC | 15,970 | $394.3K | 0.02% | +1,655+11.6% | Added |
| Sherbrooke Park Advisers LLC | 15,845 | $391.2K | 0.12% | +15,845 | New |
| Blair William & Co | 15,692 | $387.4K | 0.00% | −750−4.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $387.0K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,459 | $381.7K | 0.01% | +2,206+16.6% | Added |
| Jaffetilchin Investment Partners, LLC | 15,384 | $379.8K | 0.04% | −3,809−19.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,223 | $375.9K | 0.04% | +15,223 | New |
| Toroso Investments, LLC | 15,075 | $372.2K | 0.01% | +15,075 | New |
| Brown Advisory Inc | 14,764 | $364.5K | 0.00% | −38−0.3% | Reduced |
| Register Financial Advisors LLC | 14,255 | $352.0K | 0.26% | +4,173+41.4% | Added |
| Leonteq Securities AG | 13,714 | $338.6K | 0.04% | +6,656+94.3% | Added |
| Oak Thistle LLC | 13,642 | $336.8K | 0.10% | +13,642 | New |
| M&T Bank Corp | 13,242 | $326.9K | 0.00% | −489−3.6% | Reduced |
| Dark Forest Capital Management LP | 13,186 | $325.6K | 0.03% | +13,186 | New |
| Axq Capital, LP | 13,134 | $324.3K | 0.11% | +3,400+34.9% | Added |
| Teacher Retirement System of Texas | 13,109 | $324.0K | 0.00% | +290+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,101 | $323.5K | 0.00% | +2,801+27.2% | Added |
| Guggenheim Capital LLC | 13,001 | $321.0K | 0.00% | −18,758−59.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,849 | $317.2K | 0.04% | +1,774+16.0% | Added |
| Keystone Financial Group | 12,747 | $314.7K | 0.05% | +598+4.9% | Added |
| Arden Trust Co | 12,668 | $312.8K | 0.05% | +562+4.6% | Added |
| Ontario Teachers Pension Plan Board | 12,600 | $311.1K | 0.00% | −35,138−73.6% | Reduced |
| Greenleaf Trust | 12,557 | $310.0K | 0.00% | +468+3.9% | Added |
| Avantax Advisory Services, Inc. | 12,361 | $305.2K | 0.00% | +270+2.2% | Added |
| Integrated Advisors Network LLC | 12,357 | $305.1K | 0.02% | +12,357 | New |
| Prelude Capital Management, LLC | 12,159 | $300.2K | 0.03% | +326+2.8% | Added |
| Ethic Inc. | 12,152 | $300.0K | 0.01% | −739−5.7% | Reduced |
| Cullinan Associates Inc | 12,102 | $298.8K | 0.02% | +20.0% | Added |
| Cito Capital Group, LLC | 12,000 | $296.0K | 0.14% | −1,000−7.7% | Reduced |
| Johnson Investment Counsel Inc | 11,980 | $295.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,918 | $294.3K | 0.01% | +8,518+250.5% | Added |
| Cowa, LLC | 11,868 | $293.0K | 0.20% | +1,188+11.1% | Added |
| Holderness Investments Co | 11,640 | $287.4K | 0.11% | −1,500−11.4% | Reduced |
| Wetherby Asset Management Inc | 11,610 | $286.7K | 0.02% | +344+3.1% | Added |
| Dudley & Shanley, Inc. | 11,500 | $283.9K | 0.05% | +11,500 | New |
| Glenmede Trust Co NA | 11,447 | $282.6K | 0.00% | −10,011−46.7% | Reduced |
| Pallas Capital Advisors LLC | 13,097 | $280.7K | 0.02% | +897+7.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,348 | $280.2K | 0.06% | −1,337−10.5% | Reduced |
| Wedbush Securities Inc | 11,109 | $274.0K | 0.01% | −2,385−17.7% | Reduced |
| Chapin Davis, Inc. | 11,080 | $273.6K | 0.13% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,946 | $270.3K | 0.19% | +10,946 | New |
| Mill Capital Management, LLC | 10,944 | $270.2K | 0.03% | −2,020−15.6% | Reduced |
| Tiaa Trust, National Association | 10,880 | $268.6K | 0.00% | +10,880 | New |
| Pinebridge Investments, L.P. | 10,822 | $267.2K | 0.00% | +10,822 | New |
| Mercer Global Advisors Inc | 10,797 | $267.0K | 0.00% | +349+3.3% | Added |
| United Services Automobile Association | 10,690 | $263.9K | 0.01% | +10,690 | New |
| Meridian Investment Counsel Inc. | 10,655 | $263.1K | 0.10% | −250−2.3% | Reduced |
| Laidlaw Wealth Management LLC | 10,580 | $261.2K | 0.09% | +10,580 | New |
| Putnam Investments LLC | 10,485 | $258.9K | 0.00% | +10,485 | New |
| Investors Research Corp | 10,407 | $256.9K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 10,401 | $256.8K | 0.06% | +2,179+26.5% | Added |
| CIBC Private Wealth Group, LLC | 10,038 | $247.8K | 0.00% | +10,038 | New |
| Gateway Investment Advisers LLC | 10,020 | $247.4K | 0.00% | −525−5.0% | Reduced |
| Gifford Fong Associates | 10,000 | $247.0K | 0.06% | 00.0% | Unchanged |