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, Q1 2024
Institutional positions in Lincoln National Corp as of Mar 31, 2024. 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
- 503
- +1 vs. Q4 2023
- Shares held
- 123.5M
- +54.5K (0.0%) vs. Q4 2023
- Total value
- $3.94B
- +$609.8M (+18.3%) vs. Q4 2023
- New holders
- 68
- 161 more added
- Sold out
- 67
- 173 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 1 | $32 | 0.00% | −5−83.3% | Reduced |
| Wolff Wiese Magana LLC | 10 | $320 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $351 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $415 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $448 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $453 | 0.00% | +2+16.7% | Added |
| MV Capital Management, Inc. | 19 | $607 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $743 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $926 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $958 | 0.00% | −6−16.7% | Reduced |
| Concord Wealth Partners | 31 | $990 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 36 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 37 | $1.18K | 0.00% | +37 | New |
| Sofos Investments, Inc. | 41 | $1.29K | 0.00% | +23+127.8% | Added |
| Fortitude Family Office, LLC | 42 | $1.34K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 44 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $1.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $1.60K | 0.00% | +12+31.6% | Added |
| Carmichael Hill & Associates, Inc. | 51 | $1.63K | 0.00% | +51 | New |
| Piscataqua Savings Bank | 57 | $1.82K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 74 | $2.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $2.56K | 0.00% | +2+2.6% | Added |
| Plante Moran Financial Advisors, LLC | 83 | $2.65K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 83 | $2.65K | 0.00% | +83 | New |
| Private Trust Co NA | 96 | $3.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $3.19K | 0.00% | +100 | New |
| Hollencrest Capital Management | 100 | $3.19K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 110 | $3.51K | 0.00% | +30+37.5% | Added |
| TD Private Client Wealth LLC | 113 | $3.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.74K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.47K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.57K | 0.00% | −18,053−99.2% | Reduced |
| Archer Investment Corp | 158 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $5.40K | 0.00% | −76−31.0% | Reduced |
| Geneos Wealth Management Inc. | 173 | $5.52K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 174 | $5.56K | 0.00% | +74+74.0% | Added |
| McIlrath & Eck, LLC | 185 | $5.91K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 193 | $6.16K | 0.01% | +193 | New |
| Jones Financial Companies LLLP | 200 | $6.39K | 0.00% | −200−50.0% | Reduced |
| Central Trust Co | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 200 | $6.39K | 0.00% | +135+207.7% | Added |
| ICA Group Wealth Management, LLC | 202 | $6.46K | 0.00% | +3+1.5% | Added |
| Private Wealth Management Group, LLC | 204 | $6.51K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $6.71K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 211 | $6.73K | 0.00% | +3+1.4% | Added |
| Spire Wealth Management | 214 | $6.83K | 0.00% | +100+87.7% | Added |
| Bokf, NA | 225 | $7.11K | 0.00% | −23,997−99.1% | Reduced |
| Rakuten Securities, Inc. | 229 | $7.31K | 0.00% | −7−3.0% | Reduced |
| Annapolis Financial Services, LLC | 250 | $7.98K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $7.99K | 0.00% | −235−48.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $9.58K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $9.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 317 | $10.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $10.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 349 | $11.1K | 0.00% | −4,345−92.6% | Reduced |
| Venturi Wealth Management, LLC | 360 | $11.5K | 0.00% | +360 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 367 | $11.7K | 0.00% | +367 | New |
| Whittier Trust Co | 404 | $12.9K | 0.00% | −101−20.0% | Reduced |
| Oakworth Capital, Inc. | 414 | $13.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 454 | $14.0K | 0.01% | −41−8.3% | Reduced |
| Asset Dedication, LLC | 443 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 442 | $14.1K | 0.00% | +113+34.3% | Added |
| Brown Brothers Harriman & Co | 500 | $16.0K | 0.00% | −500−50.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 528 | $16.9K | 0.00% | −650−55.2% | Reduced |
| Larson Financial Group LLC | 533 | $17.0K | 0.00% | +9+1.7% | Added |
| Zions Bancorporation, N.A. | 537 | $17.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 570 | $18.0K | 0.00% | +25+4.6% | Added |
| M&R Capital Management Inc | 567 | $18.1K | 0.00% | +7+1.3% | Added |
| Principal Securities, Inc. | 568 | $18.1K | 0.00% | −143−20.1% | Reduced |
| Carolinas Wealth Consulting LLC | 650 | $20.8K | 0.00% | −25−3.7% | Reduced |
| Riverview Trust Co | 688 | $22.0K | 0.02% | +688 | New |
| Semmax Financial Advisors Inc. | 797 | $23.5K | 0.01% | +785+6,541.7% | Added |
| Colonial Trust Advisors | 755 | $24.1K | 0.00% | +755 | New |
| Central Pacific Bank - Trust Division | 780 | $24.6K | 0.00% | +780 | New |
| Trust Co of Vermont | 800 | $25.5K | 0.00% | +800 | New |
| Boyd Watterson Asset Management LLC | 850 | $27.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $27.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 913 | $29.2K | 0.00% | +913 | New |
| Ameritas Investment Partners, Inc. | 1,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $33.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,046 | $33.4K | 0.00% | +150+16.7% | Added |
| Toth Financial Advisory Corp | 1,095 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,095 | $35.0K | 0.00% | −57−4.9% | Reduced |
| Proequities, Inc. | 1,119 | $35.7K | 0.00% | −100−8.2% | Reduced |
| Mather Group, LLC. | 1,334 | $36.0K | 0.00% | +1,334 | New |
| Barrett & Company, Inc. | 1,200 | $38.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,417 | $38.6K | 0.00% | +24+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,223 | $39.0K | 0.00% | +873+249.4% | Added |
| Westend Capital Management, LLC | 1,248 | $39.8K | 0.02% | +1,248 | New |
| Cambridge Trust Co | 1,280 | $40.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,299 | $41.5K | 0.00% | 00.0% | Unchanged |