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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,257 | $34.1K | 0.00% | −367−22.6% | Reduced |
| Proequities, Inc. | 1,219 | $32.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $32.4K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,178 | $32.1K | 0.01% | +1,178 | New |
| Quent Capital, LLC | 1,152 | $31.1K | 0.00% | +272+30.9% | Added |
| Tradition Wealth Management, LLC | 1,127 | $30.0K | 0.00% | −81−6.7% | Reduced |
| Parkside Financial Bank & Trust | 1,095 | $29.5K | 0.01% | −657−37.5% | Reduced |
| Toth Financial Advisory Corp | 1,095 | $29.5K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,052 | $28.4K | 0.03% | +1,052 | New |
| Capital Advisors, Ltd. LLC | 1,025 | $28.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,001 | $27.3K | 0.00% | −37,311−97.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Quarry LP | 989 | $26.7K | 0.01% | +989 | New |
| Bartlett & Co. LLC | 915 | $25.0K | 0.00% | −70−7.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 915 | $25.0K | 0.00% | −70−7.1% | Reduced |
| HM Payson & Co | 896 | $24.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $23.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $22.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 769 | $21.0K | 0.00% | +29+3.9% | Added |
| Principal Securities, Inc. | 711 | $19.2K | 0.00% | +711 | New |
| Carolinas Wealth Consulting LLC | 675 | $18.2K | 0.00% | +25+3.8% | Added |
| Byrne Asset Management LLC | 600 | $16.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 560 | $15.1K | 0.00% | +10+1.8% | Added |
| Zions Bancorporation, N.A. | 537 | $14.5K | 0.00% | −329−38.0% | Reduced |
| Larson Financial Group LLC | 524 | $14.1K | 0.00% | +11+2.1% | Added |
| Valley National Advisers Inc | 545 | $14.0K | 0.00% | +45+9.0% | Added |
| Whittier Trust Co | 505 | $13.6K | 0.00% | −26−4.9% | Reduced |
| Armstrong Advisory Group, Inc | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $13.5K | 0.01% | +500 | New |
| Atticus Wealth Management, LLC | 485 | $13.1K | 0.00% | +10+2.1% | Added |
| Covestor Ltd | 495 | $13.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 443 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 443 | $12.0K | 0.00% | +9+2.1% | Added |
| Oakworth Capital, Inc. | 414 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 380 | $10.2K | 0.00% | +380 | New |
| Allspring Global Investments Holdings, LLC | 350 | $9.44K | 0.00% | +134+62.0% | Added |
| Tidemark, LLC | 335 | $9.04K | 0.01% | +335 | New |
| Massmutual Trust Co FSB | 329 | $8.87K | 0.00% | −89−21.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 328 | $8.85K | 0.00% | +328 | New |
| First Horizon Advisors, Inc. | 317 | $8.55K | 0.00% | −110−25.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $8.09K | 0.00% | −800−72.7% | Reduced |
| Duncker Streett & Co Inc | 300 | $8.09K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 319 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 250 | $6.74K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 236 | $6.37K | 0.01% | +236 | New |
| Glassman Wealth Services | 232 | $6.26K | 0.00% | −133−36.4% | Reduced |
| Ronald Blue Trust, Inc. | 245 | $6.00K | 0.00% | −195−44.3% | Reduced |
| Pacific Center for Financial Services | 210 | $5.66K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 210 | $5.65K | 0.00% | +210 | New |
| PSI Advisors, LLC | 208 | $5.59K | 0.00% | +5+2.5% | Added |
| Private Wealth Management Group, LLC | 204 | $5.50K | 0.00% | +204 | New |
| Central Trust Co | 200 | $5.39K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 199 | $5.37K | 0.00% | +199 | New |
| McIlrath & Eck, LLC | 185 | $4.99K | 0.00% | −150−44.8% | Reduced |
| Geneos Wealth Management Inc. | 173 | $4.67K | 0.00% | −491−73.9% | Reduced |
| American Capital Advisory, LLC | 167 | $4.50K | 0.00% | +167 | New |
| Archer Investment Corp | 158 | $4.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $3.78K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 122 | $3.30K | 0.00% | +2+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.27K | 0.00% | +111+1,110.0% | Added |
| Prestige Wealth Management Group LLC | 117 | $3.16K | 0.00% | +54+85.7% | Added |
| Spire Wealth Management | 114 | $3.13K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.05K | 0.00% | −206−64.6% | Reduced |
| Loomis Sayles & Co L P | 109 | $3.00K | 0.00% | +109 | New |
| Umb Bank N A | 100 | $2.70K | 0.00% | −340−77.3% | Reduced |
| Key Financial Inc | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $2.59K | 0.00% | −39−28.9% | Reduced |
| Tennessee Valley Asset Management Partners | 87 | $2.34K | 0.00% | +87 | New |
| Pflug Koory, LLC | 86 | $2.32K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 83 | $2.24K | 0.00% | +83 | New |
| Farmers & Merchants Investments Inc | 80 | $2.16K | 0.00% | −100−55.6% | Reduced |
| JFS Wealth Advisors, LLC | 78 | $2.10K | 0.00% | +21+36.8% | Added |
| ClariVest Asset Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $1.75K | 0.00% | +65 | New |
| Piscataqua Savings Bank | 57 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 54 | $1.46K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 53 | $1.43K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 48 | $1.29K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 44 | $1.17K | 0.00% | +1+2.3% | Added |
| Fortitude Family Office, LLC | 42 | $1.13K | 0.00% | +42 | New |
| Manchester Capital Management LLC | 38 | $1.02K | 0.00% | −1,174−96.9% | Reduced |
| Avion Wealth | 21 | $1.00K | 0.00% | +21 | New |
| Long Island Wealth Management, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Caldwell Sutter Capital, Inc. | 36 | $971 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $971 | 0.00% | +6+20.0% | Added |
| Bruce G. Allen Investments, LLC | 32 | $863 | 0.00% | +32 | New |
| Concord Wealth Partners | 31 | $836 | 0.00% | −487−94.0% | Reduced |
| TFC Financial Management | 29 | $783 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $642 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $626 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $539 | 0.00% | +20 | New |
| MV Capital Management, Inc. | 19 | $513 | 0.00% | −260−93.2% | Reduced |
| Sofos Investments, Inc. | 18 | $481 | 0.00% | −1,030−98.3% | Reduced |
| Abound Wealth Management | 14 | $378 | 0.00% | −65−82.3% | Reduced |
| Raffa Wealth Management, LLC | 13 | $351 | 0.00% | −17−56.7% | Reduced |
| Sachetta, LLC | 13 | $351 | 0.00% | +13 | New |
| Semmax Financial Advisors Inc. | 12 | $334 | 0.00% | 00.0% | Unchanged |