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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 10,344 | $279.0K | 0.00% | +10,344 | New |
| Campbell & CO Investment Adviser LLC | 10,505 | $283.3K | 0.03% | −4,718−31.0% | Reduced |
| Blair William & Co | 10,574 | $285.2K | 0.00% | −5,118−32.6% | Reduced |
| Guggenheim Capital LLC | 10,854 | $292.7K | 0.00% | −2,147−16.5% | Reduced |
| Tiaa Trust, National Association | 10,905 | $294.1K | 0.00% | +25+0.2% | Added |
| Mill Capital Management, LLC | 10,944 | $295.2K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,977 | $296.0K | 0.06% | −371−3.3% | Reduced |
| Greenleaf Trust | 11,072 | $298.6K | 0.00% | −1,485−11.8% | Reduced |
| Chapin Davis, Inc. | 11,080 | $298.8K | 0.13% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 11,155 | $300.9K | 0.10% | +500+4.7% | Added |
| Ieq Capital, LLC | 11,229 | $302.8K | 0.01% | −6,053−35.0% | Reduced |
| Abel Hall, LLC | 11,400 | $307.5K | 0.26% | +11,400 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,608 | $313.1K | 0.00% | −199,455−94.5% | Reduced |
| State of Wyoming | 11,701 | $315.6K | 0.06% | +5,014+75.0% | Added |
| NorthRock Partners, LLC | 11,827 | $319.0K | 0.01% | +11,827 | New |
| Johnson Investment Counsel Inc | 11,880 | $320.4K | 0.00% | −100−0.8% | Reduced |
| United Services Automobile Association | 11,935 | $321.9K | 0.01% | +1,245+11.6% | Added |
| Cutler Group LP | 11,995 | $323.0K | 0.04% | −38,656−76.3% | Reduced |
| Cowa, LLC | 11,984 | $323.2K | 0.20% | +116+1.0% | Added |
| Cito Capital Group, LLC | 12,000 | $324.0K | 0.14% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,024 | $324.3K | 0.03% | +12,024 | New |
| Cullinan Associates Inc | 12,100 | $326.3K | 0.02% | −20.0% | Reduced |
| Kestra Private Wealth Services, LLC | 12,121 | $326.9K | 0.01% | −3,338−21.6% | Reduced |
| Gotham Asset Management, LLC | 12,199 | $329.0K | 0.01% | +12,199 | New |
| Independent Advisor Alliance | 12,247 | $330.3K | 0.01% | +12,247 | New |
| Cetera Investment Advisers | 12,322 | $332.3K | 0.00% | −20,191−62.1% | Reduced |
| Oxford Asset Management LLP | 12,353 | $333.2K | 0.50% | +12,353 | New |
| Coldstream Capital Management Inc | 12,446 | $335.7K | 0.01% | −5,065−28.9% | Reduced |
| Raub Brock Capital Management LP | 12,500 | $337.1K | 0.07% | −4,500−26.5% | Reduced |
| IMC-Chicago, LLC | 12,538 | $338.1K | 0.01% | +12,538 | New |
| Pallas Capital Advisors LLC | 12,861 | $346.9K | 0.02% | −236−1.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,135 | $354.3K | 0.01% | +13,135 | New |
| Sherbrooke Park Advisers LLC | 13,360 | $360.3K | 0.17% | −2,485−15.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,510 | $364.4K | 0.04% | +661+5.1% | Added |
| Allianz Asset Management GmbH | 13,576 | $366.1K | 0.00% | −4,539−25.1% | Reduced |
| 180 Wealth Advisors, LLC | 13,567 | $370.7K | 0.07% | +3,166+30.4% | Added |
| Brown Advisory Inc | 13,764 | $371.2K | 0.00% | −1,000−6.8% | Reduced |
| Cetera Advisors LLC | 13,848 | $373.5K | 0.01% | −10,766−43.7% | Reduced |
| Schroder Investment Management Group | 13,795 | $375.1K | 0.00% | +13,795 | New |
| Holderness Investments Co | 13,934 | $375.8K | 0.10% | +2,294+19.7% | Added |
| Verition Fund Management LLC | 14,479 | $390.5K | 0.00% | −21,617−59.9% | Reduced |
| Alyeska Investment Group, L.P. | 14,599 | $393.7K | 0.00% | +14,599 | New |
| First Heartland Consultants, Inc. | 14,666 | $396.0K | 0.05% | −15,828−51.9% | Reduced |
| Arden Trust Co | 14,691 | $396.2K | 0.06% | +2,023+16.0% | Added |
| Veriti Management LLC | 14,891 | $401.6K | 0.04% | +5,710+62.2% | Added |
| Aigen Investment Management, LP | 15,491 | $417.8K | 0.07% | +15,491 | New |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $423.0K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,703 | $423.5K | 0.03% | −26,639−62.9% | Reduced |
| Oracle Alpha Inc. | 15,744 | $424.6K | 0.55% | +15,744 | New |
| Register Financial Advisors LLC | 16,285 | $439.2K | 0.29% | +2,030+14.2% | Added |
| O'Shaughnessy Asset Management, LLC | 16,425 | $443.0K | 0.01% | +16,425 | New |
| Matisse Capital | 16,500 | $445.0K | 0.24% | +16,500 | New |
| Relative Value Partners Group, LLC | 16,865 | $454.8K | 0.03% | −2,921−14.8% | Reduced |
| Prospera Financial Services Inc | 16,979 | $457.9K | 0.02% | −790−4.4% | Reduced |
| Acadian Asset Management LLC | 17,004 | $458.0K | 0.00% | +17,004 | New |
| Cim Investment Mangement Inc | 17,257 | $465.4K | 0.15% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 17,404 | $469.4K | 0.01% | −5,295−23.3% | Reduced |
| Quest Partners LLC | 17,599 | $474.6K | 0.10% | +17,599 | New |
| Jacobi Capital Management LLC | 17,685 | $477.0K | 0.05% | −1,401−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,196 | $480.6K | 0.00% | +1,680+10.2% | Added |
| Prelude Capital Management, LLC | 17,899 | $482.7K | 0.04% | +5,740+47.2% | Added |
| Winton Group Ltd | 18,061 | $487.1K | 0.04% | +18,061 | New |
| BlackDiamond Wealth Management Inc. | 18,418 | $489.9K | 0.36% | −1,805−8.9% | Reduced |
| Commerce Bank | 18,538 | $500.0K | 0.00% | +19+0.1% | Added |
| MTM Investment Management, LLC | 18,612 | $502.0K | 0.23% | −761−3.9% | Reduced |
| Teacher Retirement System of Texas | 18,695 | $504.0K | 0.00% | +5,586+42.6% | Added |
| Advanced Portfolio Management, LLC | 18,956 | $511.2K | 0.54% | +18,956 | New |
| State of Wisconsin Investment Board | 18,991 | $512.2K | 0.00% | −178−0.9% | Reduced |
| Phillips Financial Management, LLC | 18,998 | $512.4K | 0.04% | +1,819+10.6% | Added |
| Wealthcare Advisory Partners LLC | 19,560 | $527.5K | 0.02% | +3,590+22.5% | Added |
| Cerity Partners LLC | 20,671 | $557.7K | 0.00% | +3,386+19.6% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $559.3K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 20,820 | $561.5K | 0.14% | −52,900−71.8% | Reduced |
| Qsemble Capital Management, LP | 21,152 | $570.5K | 0.14% | −61,848−74.5% | Reduced |
| Public Employees Retirement Association of Colorado | 21,416 | $578.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,656 | $584.1K | 0.00% | −6,407−22.8% | Reduced |
| OmniStar Financial Group, Inc. | 21,938 | $591.7K | 0.74% | +68+0.3% | Added |
| Cornerstone Wealth Management, LLC | 22,007 | $593.5K | 0.05% | +5,676+34.8% | Added |
| Cresset Asset Management, LLC | 22,055 | $594.8K | 0.00% | +2,568+13.2% | Added |
| JustInvest LLC | 22,428 | $604.9K | 0.02% | +2,681+13.6% | Added |
| Deutsche Bank AG | 23,290 | $628.1K | 0.00% | −10,720−31.5% | Reduced |
| Neuberger Berman Group LLC | 23,406 | $631.3K | 0.00% | −2,303−9.0% | Reduced |
| Sciencast Management LP | 23,433 | $632.0K | 0.34% | +23,433 | New |
| Boit C F David | 23,990 | $633.6K | 0.36% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,625 | $637.0K | 0.01% | −52,746−69.1% | Reduced |
| United Capital Financial Advisers, LLC | 23,940 | $645.6K | 0.01% | +23,940 | New |
| Bokf, NA | 24,222 | $653.3K | 0.01% | +490+2.1% | Added |
| Toroso Investments, LLC | 24,246 | $653.9K | 0.02% | +9,171+60.8% | Added |
| Pinnacle Financial Partners Inc | 24,322 | $656.0K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 23,488 | $663.5K | 0.58% | +3,808+19.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,287 | $682.0K | 0.00% | −1,543−5.8% | Reduced |
| Fifth Third Bancorp | 25,954 | $700.0K | 0.00% | −14,504−35.8% | Reduced |
| Mariner, LLC | 26,080 | $703.4K | 0.00% | −1,560−5.6% | Reduced |
| MML Investors Services, LLC | 26,445 | $713.0K | 0.00% | −1,912−6.7% | Reduced |
| International Assets Investment Management, LLC | 26,689 | $719.8K | 0.09% | −475−1.7% | Reduced |
| Handelsbanken Fonder AB | 26,800 | $723.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 26,790 | $723.0K | 0.05% | +4,550+20.5% | Added |
| Guyasuta Investment Advisors Inc | 27,000 | $728.2K | 0.05% | +1,500+5.9% | Added |
| Seven Eight Capital, LP | 27,325 | $737.0K | 0.09% | +9,358+52.1% | Added |
| Stifel Financial Corp | 27,456 | $740.5K | 0.00% | −1,330−4.6% | Reduced |