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 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,248,192 | $114.6M | 0.01% | −1,065,228−20.0% | Reduced |
| HSBC Holdings PLC | 4,256,995 | $114.7M | 0.11% | −22,467−0.5% | Reduced |
| State Street Corp | 6,403,200 | $172.7M | 0.01% | +365,748+6.1% | Added |
| BlackRock Inc. | 16,334,997 | $440.6M | 0.01% | −151,722−0.9% | Reduced |
| Vanguard Group Inc | 21,688,670 | $584.9M | 0.01% | +1,094,789+5.3% | Added |
| RIA Advisory Group LLC | 848 | – | – | +848 | New |
| Alps Advisors Inc | 0 | $0 | 0.00% | −878,805−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −294,206−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −226,426−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −95,959−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −83,917−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −78,191−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −74,902−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −71,817−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −64,551−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −45,978−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −36,214−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −34,912−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,875−100.0% | Sold out |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −27,973−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −27,006−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −25,987−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,651−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,984−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −15,384−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,186−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −12,747−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −12,357−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −12,152−100.0% | Sold out |
| Dudley & Shanley, Inc. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,822−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,139−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −8,823−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −8,822−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,804−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −8,573−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | 0 | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |