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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 29,352 | $937.0K | 0.16% | −1,101−3.6% | Reduced |
| Arbiter Partners Capital Management LLC | 29,500 | $941.9K | 1.71% | 00.0% | Unchanged |
| MML Investors Services, LLC | 29,631 | $946.0K | 0.00% | +3,186+12.0% | Added |
| HighTower Advisors, LLC | 29,883 | $953.0K | 0.00% | −2,315−7.2% | Reduced |
| Toroso Investments, LLC | 30,453 | $972.4K | 0.02% | +6,207+25.6% | Added |
| IFP Advisors, Inc | 30,664 | $979.1K | 0.04% | +26,049+564.4% | Added |
| Birmingham Capital Management Co Inc | 31,600 | $1.01M | 0.37% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 32,617 | $1.04M | 0.02% | +663+2.1% | Added |
| GWM Advisors LLC | 32,682 | $1.04M | 0.01% | +2,463+8.2% | Added |
| Kestra Advisory Services, LLC | 32,766 | $1.05M | 0.01% | +11,110+51.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,228 | $1.09M | 0.00% | −2,966−8.0% | Reduced |
| UniSuper Management Pty Ltd | 35,246 | $1.13M | 0.01% | +35,246 | New |
| Keynote Financial Services LLC | 35,561 | $1.14M | 0.95% | +35,561 | New |
| Mitsubishi UFJ Trust & Banking Corp | 36,300 | $1.15M | 0.00% | +3,097+9.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,639 | $1.17M | 0.01% | +27+0.1% | Added |
| Mork Capital Management, LLC | 36,680 | $1.17M | 0.88% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 36,952 | $1.18M | 0.00% | −1,047−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 38,175 | $1.22M | 0.02% | +530+1.4% | Added |
| D.A. Davidson & Co. | 38,240 | $1.22M | 0.01% | +3,873+11.3% | Added |
| Todd Asset Management LLC | 38,298 | $1.22M | 0.02% | +1,247+3.4% | Added |
| Oppenheimer & Co Inc | 38,367 | $1.23M | 0.02% | −20−0.1% | Reduced |
| Greenwood Capital Associates LLC | 38,846 | $1.24M | 0.16% | +38,846 | New |
| Trust Investment Advisors | 38,913 | $1.24M | 0.90% | +10,453+36.7% | Added |
| Manufacturers Life Insurance Company, The | 39,150 | $1.25M | 0.00% | +9,239+30.9% | Added |
| Insight Inv LLC | 39,835 | $1.27M | 1.10% | −1,275−3.1% | Reduced |
| Cornercap Investment Counsel Inc | 40,742 | $1.30M | 0.20% | 00.0% | Unchanged |
| National Bank of Canada | 45,386 | $1.33M | 0.00% | +44,385+4,434.1% | Added |
| Illinois Municipal Retirement Fund | 41,937 | $1.34M | 0.02% | +41,937 | New |
| American Century Companies Inc | 42,023 | $1.34M | 0.00% | +891+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 42,564 | $1.36M | 0.00% | +10,528+32.9% | Added |
| New Century Financial Group, LLC | 43,306 | $1.38M | 0.96% | +56+0.1% | Added |
| Nisa Investment Advisors, LLC | 43,408 | $1.39M | 0.01% | −8,965−17.1% | Reduced |
| Allen Wealth Management, LLC | 43,657 | $1.39M | 1.23% | +43,657 | New |
| Cerity Partners LLC | 44,781 | $1.43M | 0.00% | +24,110+116.6% | Added |
| Beacon Pointe Advisors, LLC | 45,401 | $1.45M | 0.02% | +1,708+3.9% | Added |
| Savant Capital, LLC | 45,618 | $1.46M | 0.02% | +36,206+384.7% | Added |
| Oregon Public Employees Retirement Fund | 45,620 | $1.46M | 0.03% | −4,061−8.2% | Reduced |
| Natixis Advisors, L.P. | 45,670 | $1.46M | 0.00% | +5,900+14.8% | Added |
| Wolverine Trading, LLC | 45,685 | $1.46M | 0.01% | +2,956+6.9% | Added |
| Arizona State Retirement System | 46,627 | $1.49M | 0.01% | −795−1.7% | Reduced |
| CI Private Wealth, LLC | 46,655 | $1.49M | 0.00% | +4,739+11.3% | Added |
| Ted Buchan & Co | 47,336 | $1.51M | 0.93% | +3,209+7.3% | Added |
| Quantinno Capital Management LP | 51,006 | $1.63M | 0.04% | +15,588+44.0% | Added |
| Captrust Financial Advisors | 51,508 | $1.64M | 0.01% | −43,793−46.0% | Reduced |
| Arjuna Capital | 52,113 | $1.66M | 0.47% | +2,748+5.6% | Added |
| STRS Ohio | 52,320 | $1.67M | 0.01% | +52,320 | New |
| Franklin Resources Inc | 52,559 | $1.68M | 0.00% | −33,357−38.8% | Reduced |
| Point72 (DIFC) Ltd | 52,938 | $1.69M | 0.13% | +52,938 | New |
| Ensign Peak Advisors, Inc | 53,158 | $1.70M | 0.00% | −2,682−4.8% | Reduced |
| Walleye Trading LLC | 53,158 | $1.70M | 0.03% | +10,068+23.4% | Added |
| Teachers Retirement System of the State of Kentucky | 53,673 | $1.71M | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55,529 | $1.77M | 0.06% | −15,300−21.6% | Reduced |
| Simplex Trading, LLC | 56,187 | $1.79M | 0.05% | +56,187 | New |
| Edgestream Partners, L.P. | 57,183 | $1.83M | 0.09% | +57,183 | New |
| Lincoln National Corp | 58,020 | $1.85M | 0.03% | −908−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 59,203 | $1.89M | 0.00% | −34,387−36.7% | Reduced |
| Cetera Investment Advisers | 59,634 | $1.90M | 0.00% | +47,312+384.0% | Added |
| Axq Capital, LP | 60,300 | $1.93M | 0.46% | +21,666+56.1% | Added |
| Verition Fund Management LLC | 61,170 | $1.95M | 0.02% | +46,691+322.5% | Added |
| Unison Advisors LLC | 61,474 | $1.96M | 0.19% | +1,393+2.3% | Added |
| Pathstone Holdings, LLC | 61,884 | $1.98M | 0.01% | +8,638+16.2% | Added |
| Maryland State Retirement & Pension System | 74,934 | $2.01M | 0.04% | −526−0.7% | Reduced |
| US Bancorp | 63,349 | $2.02M | 0.00% | −6,247−9.0% | Reduced |
| Naples Global Advisors, LLC | 63,945 | $2.04M | 0.21% | +1,810+2.9% | Added |
| Public Employees Retirement System of Ohio | 64,671 | $2.06M | 0.01% | −6,096−8.6% | Reduced |
| Caxton Associates LP | 65,226 | $2.08M | 0.14% | +65,226 | New |
| CIBC Asset Management Inc | 68,333 | $2.18M | 0.01% | −10,797−13.6% | Reduced |
| Woodstock Corp | 70,293 | $2.24M | 0.23% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 72,193 | $2.31M | 0.02% | +72,193 | New |
| Capstone Investment Advisors, LLC | 73,936 | $2.36M | 0.04% | −6,246−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 74,804 | $2.39M | 0.01% | −860−1.1% | Reduced |
| Private Advisor Group, LLC | 75,018 | $2.40M | 0.02% | +36,992+97.3% | Added |
| Treasurer of the State of North Carolina | 75,467 | $2.41M | 0.01% | +520+0.7% | Added |
| Envestnet Asset Management Inc | 77,589 | $2.48M | 0.00% | −986−1.3% | Reduced |
| Price T Rowe Associates Inc | 78,144 | $2.50M | 0.00% | +5,176+7.1% | Added |
| Russell Investments Group, Ltd. | 80,431 | $2.57M | 0.00% | −253,257−75.9% | Reduced |
| Amalgamated Bank | 80,665 | $2.58M | 0.02% | +3,705+4.8% | Added |
| Hedeker Wealth, LLC | 81,368 | $2.60M | 0.75% | +1,317+1.6% | Added |
| Janus Henderson Group PLC | 82,969 | $2.65M | 0.00% | +20.0% | Added |
| Susquehanna International Group, LLP | 83,107 | $2.65M | 0.00% | −297,803−78.2% | Reduced |
| Louisiana State Employees Retirement System | 84,000 | $2.68M | 0.05% | −900−1.1% | Reduced |
| Yousif Capital Management, LLC | 84,062 | $2.68M | 0.03% | −7,771−8.5% | Reduced |
| State of Tennessee, Treasury Department | 84,087 | $2.68M | 0.01% | −33,486−28.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 84,217 | $2.69M | 0.20% | +300+0.4% | Added |
| Seven Eight Capital, LP | 89,585 | $2.86M | 0.30% | +62,260+227.8% | Added |
| Storebrand Asset Management AS | 90,212 | $2.88M | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 91,414 | $2.92M | 0.22% | +6,747+8.0% | Added |
| Voya Investment Management LLC | 93,145 | $2.97M | 0.00% | +62,623+205.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 95,296 | $3.04M | 0.00% | −5,163−5.1% | Reduced |
| RK Asset Management, LLC | 96,288 | $3.07M | 2.50% | −154−0.2% | Reduced |
| Alaska Permanent Fund Corp | 98,066 | $3.13M | 0.05% | −2,104−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 99,391 | $3.17M | 0.04% | −389,478−79.7% | Reduced |
| Waterloo Capital, L.P. | 99,837 | $3.19M | 0.41% | +29,291+41.5% | Added |
| SEI Investments Co | 99,898 | $3.19M | 0.00% | −17,606−15.0% | Reduced |
| South Dakota Investment Council | 100,536 | $3.21M | 0.07% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 101,540 | $3.24M | 0.27% | +101,540 | New |
| BNP Paribas Arbitrage, SA | 101,731 | $3.25M | 0.00% | −189,234−65.0% | Reduced |
| State of New Jersey Common Pension Fund D | 102,134 | $3.26M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 103,317 | $3.30M | 0.04% | −1,060−1.0% | Reduced |
| Cubic Asset Management, LLC | 103,735 | $3.31M | 0.78% | +103,735 | New |