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 |
|---|---|---|---|---|---|
| Blair William & Co | 10,339 | $330.1K | 0.00% | −235−2.2% | Reduced |
| Guggenheim Capital LLC | 10,404 | $332.2K | 0.00% | −450−4.1% | Reduced |
| Inceptionr LLC | 10,412 | $332.5K | 0.09% | +10,412 | New |
| Winton Group Ltd | 10,799 | $344.8K | 0.02% | −7,262−40.2% | Reduced |
| Crossmark Global Holdings, Inc. | 10,885 | $348.0K | 0.01% | +609+5.9% | Added |
| Tiaa Trust, National Association | 10,905 | $348.2K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,908 | $348.3K | 0.00% | −972−8.2% | Reduced |
| Mill Capital Management, LLC | 10,944 | $349.4K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 10,984 | $350.7K | 0.00% | −88−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 11,069 | $353.4K | 0.01% | +11,069 | New |
| Chapin Davis, Inc. | 11,080 | $353.8K | 0.13% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 11,155 | $356.2K | 0.12% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,252 | $359.3K | 0.01% | −869−7.2% | Reduced |
| NorthRock Partners, LLC | 11,292 | $360.6K | 0.01% | −535−4.5% | Reduced |
| Innealta Capital, LLC | 11,395 | $363.8K | 0.15% | +11,395 | New |
| Abel Hall, LLC | 11,414 | $364.4K | 0.27% | +14+0.1% | Added |
| Pallas Capital Advisors LLC | 11,493 | $367.0K | 0.02% | −1,368−10.6% | Reduced |
| Mercer Global Advisors Inc | 11,557 | $369.0K | 0.00% | +1,898+19.7% | Added |
| United Services Automobile Association | 11,935 | $381.1K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 12,000 | $383.0K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 12,066 | $385.3K | 0.04% | −1,444−10.7% | Reduced |
| Cullinan Associates Inc | 12,100 | $386.4K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 12,604 | $402.4K | 0.01% | +158+1.3% | Added |
| Keybank National Association | 12,606 | $402.5K | 0.00% | −120,267−90.5% | Reduced |
| Ieq Capital, LLC | 12,767 | $407.7K | 0.01% | +1,538+13.7% | Added |
| Allianz Asset Management GmbH | 13,298 | $424.6K | 0.00% | −278−2.0% | Reduced |
| State of Wisconsin Investment Board | 13,502 | $431.1K | 0.00% | −5,489−28.9% | Reduced |
| Holderness Investments Co | 13,688 | $437.0K | 0.11% | −246−1.8% | Reduced |
| Stephens Inc | 13,902 | $443.9K | 0.01% | +6,200+80.5% | Added |
| 180 Wealth Advisors, LLC | 14,243 | $454.8K | 0.08% | +676+5.0% | Added |
| Relative Value Partners Group, LLC | 16,769 | $460.3K | 0.03% | −96−0.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,713 | $469.8K | 0.12% | +14,713 | New |
| Gsa Capital Partners LLP | 14,990 | $479.0K | 0.04% | −90,787−85.8% | Reduced |
| Veriti Management LLC | 15,029 | $479.9K | 0.04% | +138+0.9% | Added |
| Concurrent Investment Advisors, LLC | 15,110 | $482.5K | 0.02% | +15,110 | New |
| Aquatic Capital Management LLC | 15,500 | $494.9K | 0.02% | −67,100−81.2% | Reduced |
| SpiderRock Advisors, LLC | 18,325 | $497.9K | 0.02% | +18,325 | New |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $500.0K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 16,336 | $521.6K | 0.07% | +1,645+11.2% | Added |
| O'Shaughnessy Asset Management, LLC | 16,465 | $525.7K | 0.01% | +40+0.2% | Added |
| Matisse Capital | 16,500 | $526.8K | 0.25% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 16,541 | $528.3K | 0.02% | −438−2.6% | Reduced |
| Cowa, LLC | 16,899 | $539.6K | 0.32% | +4,915+41.0% | Added |
| Cim Investment Mangement Inc | 17,257 | $551.0K | 0.16% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 17,321 | $553.1K | 0.12% | +17,321 | New |
| Teacher Retirement System of Texas | 17,354 | $554.0K | 0.00% | −1,341−7.2% | Reduced |
| Jacobi Capital Management LLC | 17,897 | $571.5K | 0.05% | +212+1.2% | Added |
| Independent Advisor Alliance | 18,044 | $576.1K | 0.02% | +5,797+47.3% | Added |
| Prelude Capital Management, LLC | 18,153 | $579.6K | 0.04% | +254+1.4% | Added |
| BlackDiamond Wealth Management Inc. | 18,289 | $584.0K | 0.42% | −129−0.7% | Reduced |
| Bessemer Group Inc | 18,265 | $584.0K | 0.00% | −15,389−45.7% | Reduced |
| Commerce Bank | 18,491 | $590.4K | 0.00% | −47−0.3% | Reduced |
| Phillips Financial Management, LLC | 18,598 | $593.8K | 0.05% | −400−2.1% | Reduced |
| MTM Investment Management, LLC | 18,612 | $594.3K | 0.25% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,693 | $596.9K | 0.01% | −30,963−62.4% | Reduced |
| Quadrature Capital Ltd | 18,792 | $600.0K | 0.01% | −51,564−73.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,854 | $602.0K | 0.10% | +7,877+71.8% | Added |
| HB Wealth Management, LLC | 18,956 | $605.3K | 0.01% | +1,552+8.9% | Added |
| 1620 Investment Advisors, Inc. | 19,027 | $607.5K | 0.62% | +19,027 | New |
| Jaffetilchin Investment Partners, LLC | 19,257 | $614.9K | 0.06% | +19,257 | New |
| Walleye Capital LLC | 19,524 | $623.4K | 0.01% | +19,524 | New |
| Holocene Advisors, LP | 19,876 | $634.6K | 0.00% | −96,088−82.9% | Reduced |
| Southport Management, L.L.C. | 20,000 | $638.6K | 2.35% | +20,000 | New |
| Wintrust Investments LLC | 20,235 | $646.0K | 0.06% | +20,235 | New |
| Public Employees Retirement Association of Colorado | 20,742 | $662.0K | 0.00% | −674−3.1% | Reduced |
| Systematic Alpha Investments, LLC | 20,738 | $662.2K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 23,990 | $664.3K | 0.36% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,872 | $666.5K | 0.61% | −1,066−4.9% | Reduced |
| WBI Investments | 21,399 | $683.3K | 0.14% | +21,399 | New |
| IMC-Chicago, LLC | 21,475 | $685.7K | 0.02% | +8,937+71.3% | Added |
| United Capital Financial Advisers, LLC | 21,538 | $687.7K | 0.01% | −2,402−10.0% | Reduced |
| Register Financial Advisors LLC | 21,609 | $690.0K | 0.36% | +5,324+32.7% | Added |
| BluePath Capital Management, LLC | 21,925 | $700.1K | 0.54% | −1,563−6.7% | Reduced |
| Neuberger Berman Group LLC | 22,540 | $719.7K | 0.00% | −866−3.7% | Reduced |
| TD Asset Management Inc | 22,700 | $724.8K | 0.00% | −77,100−77.3% | Reduced |
| Guyasuta Investment Advisors Inc | 27,000 | $728.2K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,015 | $734.9K | 0.00% | −10,112−30.5% | Reduced |
| First Heartland Consultants, Inc. | 23,083 | $737.0K | 0.08% | +8,417+57.4% | Added |
| Great Lakes Advisors, LLC | 23,098 | $737.5K | 0.01% | −345,777−93.7% | Reduced |
| Creative Planning | 23,207 | $741.0K | 0.00% | −5,154−18.2% | Reduced |
| Corton Capital Inc. | 23,244 | $742.2K | 0.27% | −12,754−35.4% | Reduced |
| Brown Advisory Inc | 23,910 | $763.4K | 0.00% | +10,146+73.7% | Added |
| JustInvest LLC | 23,922 | $763.8K | 0.02% | +1,494+6.7% | Added |
| Cornerstone Wealth Management, LLC | 24,247 | $774.2K | 0.06% | +2,240+10.2% | Added |
| Deutsche Bank AG | 24,334 | $777.0K | 0.00% | +1,044+4.5% | Added |
| International Assets Investment Management, LLC | 24,859 | $785.5K | 0.08% | −1,830−6.9% | Reduced |
| Capital Investment Advisory Services, LLC | 25,715 | $821.1K | 0.09% | +25,715 | New |
| Pinnacle Financial Partners Inc | 25,822 | $824.5K | 0.02% | +1,500+6.2% | Added |
| Fifth Third Bancorp | 25,921 | $827.7K | 0.00% | −33−0.1% | Reduced |
| Cresset Asset Management, LLC | 26,067 | $832.3K | 0.00% | +4,012+18.2% | Added |
| Wealthcare Advisory Partners LLC | 26,088 | $833.0K | 0.03% | +6,528+33.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,372 | $842.1K | 0.00% | +1,085+4.3% | Added |
| Everence Capital Management Inc | 26,790 | $855.0K | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 26,800 | $856.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 27,019 | $862.7K | 0.00% | +939+3.6% | Added |
| Sigma Planning Corp | 27,286 | $871.3K | 0.03% | +11,583+73.8% | Added |
| Mirabella Financial Services LLP | 27,690 | $884.1K | 0.06% | +27,690 | New |
| Aigen Investment Management, LP | 28,736 | $917.5K | 0.20% | +13,245+85.5% | Added |
| Intellectus Partners, LLC | 29,098 | $929.1K | 0.24% | +29+0.1% | Added |
| Mutual of America Capital Management LLC | 29,229 | $933.3K | 0.01% | −466−1.6% | Reduced |