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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 1,373 | $43.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,375 | $43.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,393 | $44.5K | 0.00% | −6,939−83.3% | Reduced |
| Pathway Financial Advisers, LLC | 1,415 | $45.2K | 0.02% | −966−40.6% | Reduced |
| Continuum Advisory, LLC | 1,553 | $45.4K | 0.01% | +1,553 | New |
| Highlander Capital Management, LLC | 1,500 | $47.9K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,518 | $48.5K | 0.01% | +120+8.6% | Added |
| Abich Financial Wealth Management LLC | 1,577 | $50.4K | 0.04% | +525+49.9% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $51.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,617 | $51.6K | 0.00% | +101+6.7% | Added |
| Global Retirement Partners, LLC | 1,667 | $53.2K | 0.00% | +410+32.6% | Added |
| EntryPoint Capital, LLC | 1,712 | $54.7K | 0.05% | −135−7.3% | Reduced |
| Versant Capital Management, Inc | 1,808 | $57.7K | 0.02% | −11−0.6% | Reduced |
| Farther Finance Advisors, LLC | 1,884 | $59.5K | 0.00% | −355−15.9% | Reduced |
| Gradient Investments LLC | 1,865 | $59.5K | 0.00% | −2,204−54.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $63.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,000 | $63.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $64.0K | 0.03% | +2,000 | New |
| Federated Hermes, Inc. | 2,187 | $69.8K | 0.00% | −4,737−68.4% | Reduced |
| Point72 Hong Kong Ltd | 2,189 | $69.9K | 0.00% | −45,456−95.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,409 | $76.9K | 0.02% | −274−10.2% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $79.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,522 | $80.5K | 0.00% | −437−14.8% | Reduced |
| Sandy Spring Bank | 2,794 | $89.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,115 | $99.5K | 0.00% | +2,200+240.4% | Added |
| Hexagon Capital Partners LLC | 3,240 | $103.5K | 0.02% | −1,074−24.9% | Reduced |
| Quadrant Capital Group LLC | 3,634 | $116.0K | 0.01% | +35+1.0% | Added |
| MetLife Investment Management | 3,944 | $125.9K | 0.00% | +10+0.3% | Added |
| State of Wyoming | 4,202 | $134.2K | 0.02% | −7,499−64.1% | Reduced |
| Allworth Financial LP | 4,203 | $134.2K | 0.00% | −35−0.8% | Reduced |
| Clearstead Advisors, LLC | 4,592 | $135.6K | 0.01% | −17−0.4% | Reduced |
| KBC Group NV | 4,337 | $138.0K | 0.00% | +712+19.6% | Added |
| Nomura Asset Management Co Ltd | 4,330 | $138.3K | 0.00% | −1,010−18.9% | Reduced |
| Parkside Financial Bank & Trust | 4,569 | $145.9K | 0.02% | +3,474+317.3% | Added |
| Cutler Group LP | 5,132 | $163.0K | 0.08% | −6,863−57.2% | Reduced |
| Delta Asset Management LLC | 5,136 | $164.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 5,318 | $169.8K | 0.03% | −12,281−69.8% | Reduced |
| Signaturefd, LLC | 5,368 | $171.4K | 0.00% | −70−1.3% | Reduced |
| GAMMA Investing LLC | 5,697 | $181.9K | 0.04% | −21−0.4% | Reduced |
| Sentry LLC | 6,300 | $201.2K | 0.04% | +6,300 | New |
| Sciencast Management LP | 6,308 | $201.4K | 0.12% | −17,125−73.1% | Reduced |
| AlphaStar Capital Management, LLC | 6,391 | $204.1K | 0.02% | +6,391 | New |
| Rothschild Investment LLC | 6,411 | $204.7K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,498 | $207.5K | 0.00% | +6,498 | New |
| Huntington National Bank | 6,550 | $209.1K | 0.00% | +23+0.4% | Added |
| Grimes & Company, Inc. | 6,567 | $209.7K | 0.01% | +6,567 | New |
| Resources Investment Advisors, LLC. | 6,573 | $209.9K | 0.00% | +6,573 | New |
| Diversified Trust Co | 6,710 | $214.3K | 0.01% | +6,710 | New |
| Sage Rhino Capital LLC | 6,816 | $217.6K | 0.05% | +6,816 | New |
| Valeo Financial Advisors, LLC | 7,615 | $218.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,901 | $220.3K | 0.02% | +1,286+22.9% | Added |
| HighPoint Advisor Group LLC | 7,565 | $223.0K | 0.02% | −13−0.2% | Reduced |
| Meeder Asset Management Inc | 7,074 | $225.9K | 0.01% | +796+12.7% | Added |
| Korea Investment CORP | 7,109 | $227.0K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 7,147 | $228.0K | 0.11% | +7,147 | New |
| Shelton Capital Management | 7,479 | $238.8K | 0.01% | −422−5.3% | Reduced |
| Leonteq Securities AG | 7,495 | $239.3K | 0.03% | −40,824−84.5% | Reduced |
| Sapient Capital LLC | 7,616 | $243.2K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,734 | $246.9K | 0.00% | −2,610−25.2% | Reduced |
| Impact Partnership Wealth, LLC | 7,779 | $248.4K | 0.10% | −1,258−13.9% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $251.9K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,010 | $255.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,037 | $256.6K | 0.00% | +72+0.9% | Added |
| Parallel Advisors, LLC | 8,061 | $257.4K | 0.01% | +208+2.6% | Added |
| Old National Bancorp | 8,177 | $261.1K | 0.01% | −300−3.5% | Reduced |
| Plancorp, LLC | 8,220 | $262.5K | 0.01% | +123+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 8,247 | $263.3K | 0.00% | +35+0.4% | Added |
| Concorde Asset Management, LLC | 8,265 | $263.9K | 0.18% | −313−3.6% | Reduced |
| Glenmede Trust Co NA | 8,268 | $264.0K | 0.00% | −2,014−19.6% | Reduced |
| Harvest Fund Management Co., Ltd | 8,306 | $265.0K | 0.02% | +5,255+172.2% | Added |
| Qsemble Capital Management, LP | 8,321 | $265.7K | 0.06% | −12,831−60.7% | Reduced |
| Wetherby Asset Management Inc | 8,391 | $267.9K | 0.01% | −85−1.0% | Reduced |
| Dodge & Cox | 8,500 | $271.4K | 0.00% | −200−2.3% | Reduced |
| Evergreen Capital Management LLC | 8,516 | $271.9K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,684 | $277.3K | 0.03% | −28−0.3% | Reduced |
| Brave Asset Management Inc | 8,716 | $278.3K | 0.07% | +68+0.8% | Added |
| M&T Bank Corp | 8,820 | $281.6K | 0.00% | −1,001−10.2% | Reduced |
| Security Financial Services, INC. | 8,830 | $281.9K | 0.06% | +27+0.3% | Added |
| Steel Peak Wealth Management LLC | 8,911 | $284.5K | 0.01% | +329+3.8% | Added |
| Ethic Inc. | 9,069 | $289.6K | 0.01% | +9,069 | New |
| Susquehanna Portfolio Strategies, LLC | 9,200 | $293.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 9,200 | $293.8K | 0.17% | +7,902+608.8% | Added |
| CWM, LLC | 9,195 | $294.0K | 0.00% | +2,788+43.5% | Added |
| Utah Retirement Systems | 9,300 | $296.9K | 0.00% | −100−1.1% | Reduced |
| American International Group, Inc. | 9,392 | $299.9K | 0.00% | −100−1.1% | Reduced |
| Gateway Investment Advisers LLC | 9,592 | $306.3K | 0.00% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 9,608 | $306.8K | 0.16% | +720+8.1% | Added |
| Holistic Financial Partners | 9,630 | $307.5K | 0.16% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 9,647 | $308.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,856 | $311.4K | 0.00% | −35−0.4% | Reduced |
| Oracle Alpha Inc. | 9,797 | $312.8K | 0.56% | −5,947−37.8% | Reduced |
| Terry L. Blaker | 9,987 | $318.9K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,998 | $319.2K | 0.07% | −10,822−52.0% | Reduced |
| Shay Capital LLC | 10,000 | $319.3K | 0.09% | +10,000 | New |
| Bridgefront Capital, LLC | 10,153 | $324.2K | 0.25% | +10,153 | New |
| Sweet Financial Partners, LLC | 10,200 | $325.7K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 10,207 | $325.9K | 0.08% | +1,900+22.9% | Added |
| PFG Investments, LLC | 10,268 | $327.9K | 0.02% | +10,268 | New |
| Benjamin F. Edwards & Company, Inc. | 10,265 | $328.0K | 0.01% | +9,496+1,234.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,830 | $328.8K | 0.00% | +15,830 | New |