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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 29,069 | $784.0K | 0.23% | −261−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,948 | $780.7K | 0.01% | −123,569−81.0% | Reduced |
| AMG National Trust Bank | 28,757 | $775.6K | 0.02% | −401−1.4% | Reduced |
| Trust Investment Advisors | 28,460 | $767.6K | 0.60% | −10,786−27.5% | Reduced |
| Creative Planning | 28,361 | $764.9K | 0.00% | −11,466−28.8% | Reduced |
| Stifel Financial Corp | 27,456 | $740.5K | 0.00% | −1,330−4.6% | Reduced |
| Seven Eight Capital, LP | 27,325 | $737.0K | 0.09% | +9,358+52.1% | Added |
| Guyasuta Investment Advisors Inc | 27,000 | $728.2K | 0.05% | +1,500+5.9% | Added |
| 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 |
| International Assets Investment Management, LLC | 26,689 | $719.8K | 0.09% | −475−1.7% | Reduced |
| MML Investors Services, LLC | 26,445 | $713.0K | 0.00% | −1,912−6.7% | Reduced |
| Mariner, LLC | 26,080 | $703.4K | 0.00% | −1,560−5.6% | Reduced |
| Fifth Third Bancorp | 25,954 | $700.0K | 0.00% | −14,504−35.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,287 | $682.0K | 0.00% | −1,543−5.8% | Reduced |
| BluePath Capital Management, LLC | 23,488 | $663.5K | 0.58% | +3,808+19.3% | Added |
| Pinnacle Financial Partners Inc | 24,322 | $656.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,246 | $653.9K | 0.02% | +9,171+60.8% | Added |
| Bokf, NA | 24,222 | $653.3K | 0.01% | +490+2.1% | Added |
| United Capital Financial Advisers, LLC | 23,940 | $645.6K | 0.01% | +23,940 | New |
| SG Americas Securities, LLC | 23,625 | $637.0K | 0.01% | −52,746−69.1% | Reduced |
| Boit C F David | 23,990 | $633.6K | 0.36% | 00.0% | Unchanged |
| Sciencast Management LP | 23,433 | $632.0K | 0.34% | +23,433 | New |
| Neuberger Berman Group LLC | 23,406 | $631.3K | 0.00% | −2,303−9.0% | Reduced |
| Deutsche Bank AG | 23,290 | $628.1K | 0.00% | −10,720−31.5% | Reduced |
| JustInvest LLC | 22,428 | $604.9K | 0.02% | +2,681+13.6% | Added |
| Cresset Asset Management, LLC | 22,055 | $594.8K | 0.00% | +2,568+13.2% | Added |
| Cornerstone Wealth Management, LLC | 22,007 | $593.5K | 0.05% | +5,676+34.8% | Added |
| OmniStar Financial Group, Inc. | 21,938 | $591.7K | 0.74% | +68+0.3% | Added |
| Kestra Advisory Services, LLC | 21,656 | $584.1K | 0.00% | −6,407−22.8% | Reduced |
| Public Employees Retirement Association of Colorado | 21,416 | $578.0K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 21,152 | $570.5K | 0.14% | −61,848−74.5% | Reduced |
| Longfellow Investment Management Co LLC | 20,820 | $561.5K | 0.14% | −52,900−71.8% | Reduced |
| Systematic Alpha Investments, LLC | 20,738 | $559.3K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 20,671 | $557.7K | 0.00% | +3,386+19.6% | Added |
| Wealthcare Advisory Partners LLC | 19,560 | $527.5K | 0.02% | +3,590+22.5% | Added |
| Phillips Financial Management, LLC | 18,998 | $512.4K | 0.04% | +1,819+10.6% | Added |
| State of Wisconsin Investment Board | 18,991 | $512.2K | 0.00% | −178−0.9% | Reduced |
| Advanced Portfolio Management, LLC | 18,956 | $511.2K | 0.54% | +18,956 | New |
| Teacher Retirement System of Texas | 18,695 | $504.0K | 0.00% | +5,586+42.6% | Added |
| MTM Investment Management, LLC | 18,612 | $502.0K | 0.23% | −761−3.9% | Reduced |
| Commerce Bank | 18,538 | $500.0K | 0.00% | +19+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 18,418 | $489.9K | 0.36% | −1,805−8.9% | Reduced |
| Winton Group Ltd | 18,061 | $487.1K | 0.04% | +18,061 | New |
| Prelude Capital Management, LLC | 17,899 | $482.7K | 0.04% | +5,740+47.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,196 | $480.6K | 0.00% | +1,680+10.2% | Added |
| Jacobi Capital Management LLC | 17,685 | $477.0K | 0.05% | −1,401−7.3% | Reduced |
| Quest Partners LLC | 17,599 | $474.6K | 0.10% | +17,599 | New |
| HB Wealth Management, LLC | 17,404 | $469.4K | 0.01% | −5,295−23.3% | Reduced |
| Cim Investment Mangement Inc | 17,257 | $465.4K | 0.15% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 17,004 | $458.0K | 0.00% | +17,004 | New |
| Prospera Financial Services Inc | 16,979 | $457.9K | 0.02% | −790−4.4% | Reduced |
| Relative Value Partners Group, LLC | 16,865 | $454.8K | 0.03% | −2,921−14.8% | Reduced |
| Matisse Capital | 16,500 | $445.0K | 0.24% | +16,500 | New |
| O'Shaughnessy Asset Management, LLC | 16,425 | $443.0K | 0.01% | +16,425 | New |
| Register Financial Advisors LLC | 16,285 | $439.2K | 0.29% | +2,030+14.2% | Added |
| Oracle Alpha Inc. | 15,744 | $424.6K | 0.55% | +15,744 | New |
| Sigma Planning Corp | 15,703 | $423.5K | 0.03% | −26,639−62.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $423.0K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 15,491 | $417.8K | 0.07% | +15,491 | New |
| Veriti Management LLC | 14,891 | $401.6K | 0.04% | +5,710+62.2% | Added |
| Arden Trust Co | 14,691 | $396.2K | 0.06% | +2,023+16.0% | Added |
| First Heartland Consultants, Inc. | 14,666 | $396.0K | 0.05% | −15,828−51.9% | Reduced |
| Alyeska Investment Group, L.P. | 14,599 | $393.7K | 0.00% | +14,599 | New |
| Verition Fund Management LLC | 14,479 | $390.5K | 0.00% | −21,617−59.9% | Reduced |
| Holderness Investments Co | 13,934 | $375.8K | 0.10% | +2,294+19.7% | Added |
| Schroder Investment Management Group | 13,795 | $375.1K | 0.00% | +13,795 | New |
| Cetera Advisors LLC | 13,848 | $373.5K | 0.01% | −10,766−43.7% | Reduced |
| Brown Advisory Inc | 13,764 | $371.2K | 0.00% | −1,000−6.8% | Reduced |
| 180 Wealth Advisors, LLC | 13,567 | $370.7K | 0.07% | +3,166+30.4% | Added |
| Allianz Asset Management GmbH | 13,576 | $366.1K | 0.00% | −4,539−25.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,510 | $364.4K | 0.04% | +661+5.1% | Added |
| Sherbrooke Park Advisers LLC | 13,360 | $360.3K | 0.17% | −2,485−15.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,135 | $354.3K | 0.01% | +13,135 | New |
| Pallas Capital Advisors LLC | 12,861 | $346.9K | 0.02% | −236−1.8% | Reduced |
| IMC-Chicago, LLC | 12,538 | $338.1K | 0.01% | +12,538 | New |
| Raub Brock Capital Management LP | 12,500 | $337.1K | 0.07% | −4,500−26.5% | Reduced |
| Coldstream Capital Management Inc | 12,446 | $335.7K | 0.01% | −5,065−28.9% | Reduced |
| Oxford Asset Management LLP | 12,353 | $333.2K | 0.50% | +12,353 | New |
| Cetera Investment Advisers | 12,322 | $332.3K | 0.00% | −20,191−62.1% | Reduced |
| Independent Advisor Alliance | 12,247 | $330.3K | 0.01% | +12,247 | New |
| Gotham Asset Management, LLC | 12,199 | $329.0K | 0.01% | +12,199 | New |
| Kestra Private Wealth Services, LLC | 12,121 | $326.9K | 0.01% | −3,338−21.6% | Reduced |
| Cullinan Associates Inc | 12,100 | $326.3K | 0.02% | −20.0% | Reduced |
| Brevan Howard Capital Management LP | 12,024 | $324.3K | 0.03% | +12,024 | New |
| Cito Capital Group, LLC | 12,000 | $324.0K | 0.14% | 00.0% | Unchanged |
| Cowa, LLC | 11,984 | $323.2K | 0.20% | +116+1.0% | Added |
| Cutler Group LP | 11,995 | $323.0K | 0.04% | −38,656−76.3% | Reduced |
| United Services Automobile Association | 11,935 | $321.9K | 0.01% | +1,245+11.6% | Added |
| Johnson Investment Counsel Inc | 11,880 | $320.4K | 0.00% | −100−0.8% | Reduced |
| NorthRock Partners, LLC | 11,827 | $319.0K | 0.01% | +11,827 | New |
| State of Wyoming | 11,701 | $315.6K | 0.06% | +5,014+75.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,608 | $313.1K | 0.00% | −199,455−94.5% | Reduced |
| Abel Hall, LLC | 11,400 | $307.5K | 0.26% | +11,400 | New |
| Ieq Capital, LLC | 11,229 | $302.8K | 0.01% | −6,053−35.0% | Reduced |
| Meridian Investment Counsel Inc. | 11,155 | $300.9K | 0.10% | +500+4.7% | Added |
| Chapin Davis, Inc. | 11,080 | $298.8K | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 11,072 | $298.6K | 0.00% | −1,485−11.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,977 | $296.0K | 0.06% | −371−3.3% | Reduced |
| Mill Capital Management, LLC | 10,944 | $295.2K | 0.03% | 00.0% | Unchanged |