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, Q4 2023
Institutional positions in Lincoln National Corp as of Dec 31, 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
- 506
- +33 vs. Q3 2023
- Shares held
- 123.8M
- −1.55M (−1.2%) vs. Q3 2023
- Total value
- $3.34B
- +$231.5M (+7.5%) vs. Q3 2023
- New holders
- 99
- 145 more added
- Sold out
- 66
- 194 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 6 | $162 | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 6 | $183 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $216 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $270 | 0.00% | −10−50.0% | Reduced |
| Dunhill Financial, LLC | 12 | $326 | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 12 | $334 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $351 | 0.00% | −17−56.7% | Reduced |
| Sachetta, LLC | 13 | $351 | 0.00% | +13 | New |
| Abound Wealth Management | 14 | $378 | 0.00% | −65−82.3% | Reduced |
| Sofos Investments, Inc. | 18 | $481 | 0.00% | −1,030−98.3% | Reduced |
| MV Capital Management, Inc. | 19 | $513 | 0.00% | −260−93.2% | Reduced |
| AdvisorNet Financial, Inc | 20 | $539 | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 23 | $626 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $642 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $783 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $836 | 0.00% | −487−94.0% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $863 | 0.00% | +32 | New |
| Caldwell Sutter Capital, Inc. | 36 | $971 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $971 | 0.00% | +6+20.0% | Added |
| Avion Wealth | 21 | $1.00K | 0.00% | +21 | New |
| Long Island Wealth Management, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Manchester Capital Management LLC | 38 | $1.02K | 0.00% | −1,174−96.9% | Reduced |
| Fortitude Family Office, LLC | 42 | $1.13K | 0.00% | +42 | New |
| New England Capital Financial Advisors LLC | 44 | $1.17K | 0.00% | +1+2.3% | Added |
| Bell Investment Advisors, Inc | 48 | $1.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 53 | $1.43K | 0.00% | +53 | New |
| Rosenberg Matthew Hamilton | 54 | $1.46K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 57 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $1.75K | 0.00% | +65 | New |
| ClariVest Asset Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $2.10K | 0.00% | +21+36.8% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.16K | 0.00% | −100−55.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 83 | $2.24K | 0.00% | +83 | New |
| Pflug Koory, LLC | 86 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 87 | $2.34K | 0.00% | +87 | New |
| Private Trust Co NA | 96 | $2.59K | 0.00% | −39−28.9% | Reduced |
| Umb Bank N A | 100 | $2.70K | 0.00% | −340−77.3% | Reduced |
| Key Financial Inc | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 109 | $3.00K | 0.00% | +109 | New |
| TD Private Client Wealth LLC | 113 | $3.05K | 0.00% | −206−64.6% | Reduced |
| Spire Wealth Management | 114 | $3.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.16K | 0.00% | +54+85.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.27K | 0.00% | +111+1,110.0% | Added |
| Truvestments Capital LLC | 122 | $3.30K | 0.00% | +2+1.7% | Added |
| Creative Financial Designs Inc | 140 | $3.78K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $4.26K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $4.50K | 0.00% | +167 | New |
| Geneos Wealth Management Inc. | 173 | $4.67K | 0.00% | −491−73.9% | Reduced |
| McIlrath & Eck, LLC | 185 | $4.99K | 0.00% | −150−44.8% | Reduced |
| ICA Group Wealth Management, LLC | 199 | $5.37K | 0.00% | +199 | New |
| Central Trust Co | 200 | $5.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 204 | $5.50K | 0.00% | +204 | New |
| PSI Advisors, LLC | 208 | $5.59K | 0.00% | +5+2.5% | Added |
| Cordant, Inc. | 210 | $5.65K | 0.00% | +210 | New |
| Pacific Center for Financial Services | 210 | $5.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 245 | $6.00K | 0.00% | −195−44.3% | Reduced |
| Glassman Wealth Services | 232 | $6.26K | 0.00% | −133−36.4% | Reduced |
| Rakuten Securities, Inc. | 236 | $6.37K | 0.01% | +236 | New |
| Annapolis Financial Services, LLC | 250 | $6.74K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 319 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $8.09K | 0.00% | −800−72.7% | Reduced |
| Duncker Streett & Co Inc | 300 | $8.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 317 | $8.55K | 0.00% | −110−25.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 328 | $8.85K | 0.00% | +328 | New |
| Massmutual Trust Co FSB | 329 | $8.87K | 0.00% | −89−21.3% | Reduced |
| Tidemark, LLC | 335 | $9.04K | 0.01% | +335 | New |
| Allspring Global Investments Holdings, LLC | 350 | $9.44K | 0.00% | +134+62.0% | Added |
| Greenwood Gearhart Inc | 380 | $10.2K | 0.00% | +380 | New |
| Jones Financial Companies LLLP | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 443 | $12.0K | 0.00% | +9+2.1% | Added |
| Asset Dedication, LLC | 443 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 495 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 485 | $13.1K | 0.00% | +10+2.1% | Added |
| Armstrong Advisory Group, Inc | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $13.5K | 0.01% | +500 | New |
| Whittier Trust Co | 505 | $13.6K | 0.00% | −26−4.9% | Reduced |
| Valley National Advisers Inc | 545 | $14.0K | 0.00% | +45+9.0% | Added |
| Larson Financial Group LLC | 524 | $14.1K | 0.00% | +11+2.1% | Added |
| Zions Bancorporation, N.A. | 537 | $14.5K | 0.00% | −329−38.0% | Reduced |
| M&R Capital Management Inc | 560 | $15.1K | 0.00% | +10+1.8% | Added |
| Byrne Asset Management LLC | 600 | $16.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 675 | $18.2K | 0.00% | +25+3.8% | Added |
| Principal Securities, Inc. | 711 | $19.2K | 0.00% | +711 | New |
| Benjamin F. Edwards & Company, Inc. | 769 | $21.0K | 0.00% | +29+3.9% | Added |
| Boyd Watterson Asset Management LLC | 850 | $22.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $23.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 896 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 915 | $25.0K | 0.00% | −70−7.1% | Reduced |
| Bartlett & Co. LLC | 915 | $25.0K | 0.00% | −70−7.1% | Reduced |
| Quarry LP | 989 | $26.7K | 0.01% | +989 | New |
| Ameritas Investment Partners, Inc. | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,000 | $27.0K | 0.00% | +1,000 | New |
| National Bank of Canada | 1,001 | $27.3K | 0.00% | −37,311−97.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,025 | $28.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,052 | $28.4K | 0.03% | +1,052 | New |
| Parkside Financial Bank & Trust | 1,095 | $29.5K | 0.01% | −657−37.5% | Reduced |
| Toth Financial Advisory Corp | 1,095 | $29.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,127 | $30.0K | 0.00% | −81−6.7% | Reduced |