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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,152 | $31.1K | 0.00% | +272+30.9% | Added |
| Smartleaf Asset Management LLC | 1,178 | $32.1K | 0.01% | +1,178 | New |
| Barrett & Company, Inc. | 1,200 | $32.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,219 | $32.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,257 | $34.1K | 0.00% | −367−22.6% | Reduced |
| Cambridge Trust Co | 1,280 | $34.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,298 | $35.0K | 0.02% | +1,298 | New |
| Lindbrook Capital, LLC | 1,299 | $35.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,373 | $37.0K | 0.02% | −422−23.5% | Reduced |
| CVA Family Office, LLC | 1,375 | $37.1K | 0.01% | +1,375 | New |
| EverSource Wealth Advisors, LLC | 1,393 | $37.6K | 0.00% | −393−22.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,398 | $37.7K | 0.01% | +1,398 | New |
| Highlander Capital Management, LLC | 1,500 | $40.5K | 0.01% | +1,000+200.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,516 | $40.9K | 0.00% | −60−3.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $43.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,819 | $49.1K | 0.01% | −136−7.0% | Reduced |
| EntryPoint Capital, LLC | 1,847 | $49.8K | 0.05% | +1,847 | New |
| West Tower Group, LLC | 2,032 | $54.8K | 0.11% | +2,032 | New |
| DT Investment Partners, LLC | 2,000 | $57.1K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,137 | $57.6K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,239 | $60.4K | 0.00% | +1,299+138.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $61.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,381 | $64.2K | 0.02% | −1,078−31.2% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $67.3K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,683 | $72.4K | 0.02% | −76−2.8% | Reduced |
| Sandy Spring Bank | 2,794 | $75.4K | 0.00% | −195−6.5% | Reduced |
| Assetmark, Inc | 2,959 | $79.8K | 0.00% | +324+12.3% | Added |
| Robeco Institutional Asset Management B.V. | 2,961 | $79.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,051 | $82.0K | 0.01% | −1,729−36.2% | Reduced |
| Focused Wealth Management, Inc | 3,400 | $91.7K | 0.02% | +3,400 | New |
| Quadrant Capital Group LLC | 3,599 | $97.1K | 0.01% | −452−11.2% | Reduced |
| KBC Group NV | 3,625 | $98.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,934 | $106.1K | 0.00% | −70−1.7% | Reduced |
| Gradient Investments LLC | 4,069 | $109.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,238 | $114.3K | 0.00% | +532+14.4% | Added |
| Hexagon Capital Partners LLC | 4,314 | $116.3K | 0.03% | +3,440+393.6% | Added |
| Lazard Asset Management LLC | 4,596 | $123.0K | 0.00% | +4,575+21,785.7% | Added |
| Clearstead Advisors, LLC | 4,609 | $124.3K | 0.01% | −809−14.9% | Reduced |
| IFP Advisors, Inc | 4,615 | $124.5K | 0.01% | +179+4.0% | Added |
| Tower Research Capital LLC (TRC) | 4,694 | $126.6K | 0.00% | −7,224−60.6% | Reduced |
| Delta Asset Management LLC | 5,136 | $138.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 5,340 | $144.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,438 | $146.7K | 0.00% | −1,214−18.3% | Reduced |
| North Star Investment Management Corp. | 5,615 | $151.4K | 0.01% | −11−0.2% | Reduced |
| GAMMA Investing LLC | 5,718 | $157.0K | 0.04% | +5,718 | New |
| Meeder Asset Management Inc | 6,278 | $169.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,326 | $170.6K | 0.05% | +6,326 | New |
| Rothschild Investment LLC | 6,411 | $172.9K | 0.01% | +6,411 | New |
| CWM, LLC | 6,407 | $173.0K | 0.00% | −2,006−23.8% | Reduced |
| Huntington National Bank | 6,527 | $176.0K | 0.00% | −1,653−20.2% | Reduced |
| Federated Hermes, Inc. | 6,924 | $186.7K | 0.00% | +5,225+307.5% | Added |
| Korea Investment CORP | 7,109 | $191.7K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,494 | $202.1K | 0.01% | +7,494 | New |
| Congress Wealth Management LLC | 7,518 | $202.8K | 0.00% | +7,518 | New |
| Valeo Financial Advisors, LLC | 7,615 | $205.4K | 0.01% | +7,615 | New |
| Sapient Capital LLC | 7,616 | $205.4K | 0.01% | +7,616 | New |
| Stephens Inc | 7,702 | $207.7K | 0.00% | +7,702 | New |
| Parallel Advisors, LLC | 7,853 | $211.8K | 0.01% | −285−3.5% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $212.8K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 7,901 | $213.1K | 0.01% | −1,570−16.6% | Reduced |
| Xponance, Inc. | 7,965 | $214.8K | 0.00% | −373−4.5% | Reduced |
| Bradley Foster & Sargent Inc | 8,010 | $216.0K | 0.00% | +10+0.1% | Added |
| Plancorp, LLC | 8,097 | $218.4K | 0.01% | −34−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,212 | $221.5K | 0.00% | +1,725+26.6% | Added |
| Investors Research Corp | 8,307 | $224.0K | 0.05% | −2,100−20.2% | Reduced |
| Harbour Investments, Inc. | 8,332 | $224.7K | 0.01% | +260+3.2% | Added |
| HighPoint Advisor Group LLC | 7,578 | $226.0K | 0.02% | +7,578 | New |
| Boothbay Fund Management, LLC | 8,472 | $228.5K | 0.01% | +8,472 | New |
| Wetherby Asset Management Inc | 8,476 | $228.6K | 0.01% | −3,134−27.0% | Reduced |
| Old National Bancorp | 8,477 | $228.6K | 0.01% | −490−5.5% | Reduced |
| Putnam Investments LLC | 8,477 | $228.6K | 0.00% | −2,008−19.2% | Reduced |
| Evergreen Capital Management LLC | 8,516 | $229.7K | 0.01% | −159−1.8% | Reduced |
| Concorde Asset Management, LLC | 8,578 | $231.3K | 0.16% | +8,578 | New |
| Steel Peak Wealth Management LLC | 8,582 | $231.5K | 0.01% | −584−6.4% | Reduced |
| Brave Asset Management Inc | 8,648 | $233.2K | 0.07% | +80+0.9% | Added |
| Dodge & Cox | 8,700 | $234.6K | 0.00% | −4,267,811−99.8% | Reduced |
| Hilltop Holdings Inc. | 8,712 | $234.9K | 0.03% | −578−6.2% | Reduced |
| Security Financial Services, INC. | 8,803 | $237.4K | 0.06% | +385+4.6% | Added |
| BOS Asset Management, LLC | 8,888 | $239.7K | 0.16% | +8,888 | New |
| Plato Investment Management Ltd | 8,983 | $242.3K | 0.30% | +8,983 | New |
| Impact Partnership Wealth, LLC | 9,037 | $243.7K | 0.09% | +2,381+35.8% | Added |
| Wedbush Securities Inc | 9,078 | $245.0K | 0.01% | −2,031−18.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,200 | $248.1K | 0.00% | +9,200 | New |
| Utah Retirement Systems | 9,400 | $253.5K | 0.00% | +200+2.2% | Added |
| Savant Capital, LLC | 9,412 | $253.8K | 0.00% | +1,148+13.9% | Added |
| American International Group, Inc. | 9,492 | $256.0K | 0.00% | −471−4.7% | Reduced |
| Gateway Investment Advisers LLC | 9,592 | $258.7K | 0.00% | −428−4.3% | Reduced |
| Holistic Financial Partners | 9,630 | $259.7K | 0.16% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 9,647 | $260.0K | 0.02% | −226−2.3% | Reduced |
| Mercer Global Advisors Inc | 9,659 | $261.0K | 0.00% | −1,138−10.5% | Reduced |
| XTX Topco Ltd | 9,756 | $263.1K | 0.06% | +9,756 | New |
| M&T Bank Corp | 9,821 | $264.9K | 0.00% | −3,421−25.8% | Reduced |
| CIBC Private Wealth Group, LLC | 9,891 | $266.8K | 0.00% | −147−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 9,900 | $267.0K | 0.01% | +9,900 | New |
| Terry L. Blaker | 9,987 | $269.2K | 0.02% | +9,987 | New |
| Gifford Fong Associates | 10,000 | $270.0K | 0.06% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 10,200 | $275.1K | 0.07% | +10,200 | New |
| Intech Investment Management LLC | 10,264 | $276.8K | 0.00% | −6,359−38.3% | Reduced |
| Glenmede Trust Co NA | 10,282 | $277.3K | 0.00% | −1,165−10.2% | Reduced |
| Crossmark Global Holdings, Inc. | 10,276 | $278.0K | 0.01% | +790+8.3% | Added |