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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 10,905 | $294.1K | 0.00% | +25+0.2% | Added |
| Guggenheim Capital LLC | 10,854 | $292.7K | 0.00% | −2,147−16.5% | Reduced |
| Blair William & Co | 10,574 | $285.2K | 0.00% | −5,118−32.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,505 | $283.3K | 0.03% | −4,718−31.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,344 | $279.0K | 0.00% | +10,344 | New |
| Crossmark Global Holdings, Inc. | 10,276 | $278.0K | 0.01% | +790+8.3% | Added |
| Glenmede Trust Co NA | 10,282 | $277.3K | 0.00% | −1,165−10.2% | Reduced |
| Intech Investment Management LLC | 10,264 | $276.8K | 0.00% | −6,359−38.3% | Reduced |
| Sweet Financial Partners, LLC | 10,200 | $275.1K | 0.07% | +10,200 | New |
| Gifford Fong Associates | 10,000 | $270.0K | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 9,987 | $269.2K | 0.02% | +9,987 | New |
| Axxcess Wealth Management, LLC | 9,900 | $267.0K | 0.01% | +9,900 | New |
| CIBC Private Wealth Group, LLC | 9,891 | $266.8K | 0.00% | −147−1.5% | Reduced |
| M&T Bank Corp | 9,821 | $264.9K | 0.00% | −3,421−25.8% | Reduced |
| XTX Topco Ltd | 9,756 | $263.1K | 0.06% | +9,756 | New |
| Mercer Global Advisors Inc | 9,659 | $261.0K | 0.00% | −1,138−10.5% | Reduced |
| Leavell Investment Management, Inc. | 9,647 | $260.0K | 0.02% | −226−2.3% | Reduced |
| Holistic Financial Partners | 9,630 | $259.7K | 0.16% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 9,592 | $258.7K | 0.00% | −428−4.3% | Reduced |
| American International Group, Inc. | 9,492 | $256.0K | 0.00% | −471−4.7% | Reduced |
| Savant Capital, LLC | 9,412 | $253.8K | 0.00% | +1,148+13.9% | Added |
| Utah Retirement Systems | 9,400 | $253.5K | 0.00% | +200+2.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,200 | $248.1K | 0.00% | +9,200 | New |
| Wedbush Securities Inc | 9,078 | $245.0K | 0.01% | −2,031−18.3% | Reduced |
| Impact Partnership Wealth, LLC | 9,037 | $243.7K | 0.09% | +2,381+35.8% | Added |
| Plato Investment Management Ltd | 8,983 | $242.3K | 0.30% | +8,983 | New |
| BOS Asset Management, LLC | 8,888 | $239.7K | 0.16% | +8,888 | New |
| Security Financial Services, INC. | 8,803 | $237.4K | 0.06% | +385+4.6% | Added |
| Hilltop Holdings Inc. | 8,712 | $234.9K | 0.03% | −578−6.2% | Reduced |
| Dodge & Cox | 8,700 | $234.6K | 0.00% | −4,267,811−99.8% | Reduced |
| Brave Asset Management Inc | 8,648 | $233.2K | 0.07% | +80+0.9% | Added |
| Steel Peak Wealth Management LLC | 8,582 | $231.5K | 0.01% | −584−6.4% | Reduced |
| Concorde Asset Management, LLC | 8,578 | $231.3K | 0.16% | +8,578 | New |
| Evergreen Capital Management LLC | 8,516 | $229.7K | 0.01% | −159−1.8% | Reduced |
| Putnam Investments LLC | 8,477 | $228.6K | 0.00% | −2,008−19.2% | Reduced |
| Old National Bancorp | 8,477 | $228.6K | 0.01% | −490−5.5% | Reduced |
| Wetherby Asset Management Inc | 8,476 | $228.6K | 0.01% | −3,134−27.0% | Reduced |
| Boothbay Fund Management, LLC | 8,472 | $228.5K | 0.01% | +8,472 | New |
| HighPoint Advisor Group LLC | 7,578 | $226.0K | 0.02% | +7,578 | New |
| Harbour Investments, Inc. | 8,332 | $224.7K | 0.01% | +260+3.2% | Added |
| Investors Research Corp | 8,307 | $224.0K | 0.05% | −2,100−20.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,212 | $221.5K | 0.00% | +1,725+26.6% | Added |
| Plancorp, LLC | 8,097 | $218.4K | 0.01% | −34−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 8,010 | $216.0K | 0.00% | +10+0.1% | Added |
| Xponance, Inc. | 7,965 | $214.8K | 0.00% | −373−4.5% | Reduced |
| Shelton Capital Management | 7,901 | $213.1K | 0.01% | −1,570−16.6% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $212.8K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,853 | $211.8K | 0.01% | −285−3.5% | Reduced |
| Stephens Inc | 7,702 | $207.7K | 0.00% | +7,702 | New |
| Sapient Capital LLC | 7,616 | $205.4K | 0.01% | +7,616 | New |
| Valeo Financial Advisors, LLC | 7,615 | $205.4K | 0.01% | +7,615 | New |
| Congress Wealth Management LLC | 7,518 | $202.8K | 0.00% | +7,518 | New |
| Profund Advisors LLC | 7,494 | $202.1K | 0.01% | +7,494 | New |
| Korea Investment CORP | 7,109 | $191.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,924 | $186.7K | 0.00% | +5,225+307.5% | Added |
| Huntington National Bank | 6,527 | $176.0K | 0.00% | −1,653−20.2% | Reduced |
| CWM, LLC | 6,407 | $173.0K | 0.00% | −2,006−23.8% | Reduced |
| Rothschild Investment LLC | 6,411 | $172.9K | 0.01% | +6,411 | New |
| Headlands Technologies LLC | 6,326 | $170.6K | 0.05% | +6,326 | New |
| Meeder Asset Management Inc | 6,278 | $169.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,718 | $157.0K | 0.04% | +5,718 | New |
| North Star Investment Management Corp. | 5,615 | $151.4K | 0.01% | −11−0.2% | Reduced |
| Signaturefd, LLC | 5,438 | $146.7K | 0.00% | −1,214−18.3% | Reduced |
| Nomura Asset Management Co Ltd | 5,340 | $144.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5,136 | $138.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,694 | $126.6K | 0.00% | −7,224−60.6% | Reduced |
| IFP Advisors, Inc | 4,615 | $124.5K | 0.01% | +179+4.0% | Added |
| Clearstead Advisors, LLC | 4,609 | $124.3K | 0.01% | −809−14.9% | Reduced |
| Lazard Asset Management LLC | 4,596 | $123.0K | 0.00% | +4,575+21,785.7% | Added |
| Hexagon Capital Partners LLC | 4,314 | $116.3K | 0.03% | +3,440+393.6% | Added |
| Allworth Financial LP | 4,238 | $114.3K | 0.00% | +532+14.4% | Added |
| Gradient Investments LLC | 4,069 | $109.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,934 | $106.1K | 0.00% | −70−1.7% | Reduced |
| KBC Group NV | 3,625 | $98.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,599 | $97.1K | 0.01% | −452−11.2% | Reduced |
| Focused Wealth Management, Inc | 3,400 | $91.7K | 0.02% | +3,400 | New |
| Harvest Fund Management Co., Ltd | 3,051 | $82.0K | 0.01% | −1,729−36.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,961 | $79.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,959 | $79.8K | 0.00% | +324+12.3% | Added |
| Sandy Spring Bank | 2,794 | $75.4K | 0.00% | −195−6.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,683 | $72.4K | 0.02% | −76−2.8% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $67.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,381 | $64.2K | 0.02% | −1,078−31.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $61.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,239 | $60.4K | 0.00% | +1,299+138.2% | Added |
| American State Bank (Iowa) | 2,137 | $57.6K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,000 | $57.1K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,032 | $54.8K | 0.11% | +2,032 | New |
| EntryPoint Capital, LLC | 1,847 | $49.8K | 0.05% | +1,847 | New |
| Versant Capital Management, Inc | 1,819 | $49.1K | 0.01% | −136−7.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $43.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,516 | $40.9K | 0.00% | −60−3.8% | Reduced |
| Highlander Capital Management, LLC | 1,500 | $40.5K | 0.01% | +1,000+200.0% | Added |
| FinTrust Capital Advisors, LLC | 1,398 | $37.7K | 0.01% | +1,398 | New |
| EverSource Wealth Advisors, LLC | 1,393 | $37.6K | 0.00% | −393−22.0% | Reduced |
| CVA Family Office, LLC | 1,375 | $37.1K | 0.01% | +1,375 | New |
| Deseret Mutual Benefit Administrators | 1,373 | $37.0K | 0.02% | −422−23.5% | Reduced |
| Lindbrook Capital, LLC | 1,299 | $35.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,298 | $35.0K | 0.02% | +1,298 | New |
| Cambridge Trust Co | 1,280 | $34.5K | 0.00% | 00.0% | Unchanged |