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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 109,391 | $3.49M | 0.00% | +95,596+693.0% | Added |
| Kingsview Wealth Management, LLC | 109,849 | $3.51M | 0.09% | −37,977−25.7% | Reduced |
| Loudon Investment Management, LLC | 114,674 | $3.66M | 2.10% | +114,674 | New |
| New York State Common Retirement Fund | 116,891 | $3.73M | 0.00% | −8,706−6.9% | Reduced |
| Comerica Bank | 118,676 | $3.79M | 0.02% | −4,594−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 121,912 | $3.89M | 0.01% | +8,165+7.2% | Added |
| Stifel Financial Corp | 126,409 | $4.04M | 0.00% | +98,953+360.4% | Added |
| ExodusPoint Capital Management, LP | 127,737 | $4.08M | 0.05% | +78,340+158.6% | Added |
| Bank of Montreal | 132,600 | $4.26M | 0.00% | +86,059+184.9% | Added |
| Quantbot Technologies LP | 135,628 | $4.33M | 0.24% | −51,365−27.5% | Reduced |
| Waters Parkerson & Co., LLC | 142,245 | $4.54M | 0.23% | −11,250−7.3% | Reduced |
| State Board of Administration of Florida Retirement System | 202,944 | $4.56M | 0.01% | +6,455+3.3% | Added |
| Thrivent Financial for Lutherans | 147,487 | $4.71M | 0.01% | −3,997−2.6% | Reduced |
| Texas Permanent School Fund | 148,486 | $4.74M | 0.04% | +2,102+1.4% | Added |
| Graham Capital Management, L.P. | 155,715 | $4.97M | 0.14% | −12,556−7.5% | Reduced |
| The PNC Financial Services Group, Inc. | 157,784 | $5.04M | 0.00% | −4,799−3.0% | Reduced |
| Kempner Capital Management Inc. | 158,906 | $5.07M | 2.75% | −120.0% | Reduced |
| Jump Financial, LLC | 161,800 | $5.17M | 0.14% | −165,535−50.6% | Reduced |
| Alliancebernstein L.P. | 164,839 | $5.26M | 0.00% | −43,733−21.0% | Reduced |
| Barclays PLC | 166,747 | $5.32M | 0.00% | −28,838−14.7% | Reduced |
| FMR LLC | 166,953 | $5.33M | 0.00% | +33,855+25.4% | Added |
| Truist Financial Corp | 172,789 | $5.52M | 0.01% | +2,817+1.7% | Added |
| D. E. Shaw & Co., Inc. | 173,743 | $5.55M | 0.01% | −390,609−69.2% | Reduced |
| California State Teachers Retirement System | 177,118 | $5.66M | 0.01% | −9,518−5.1% | Reduced |
| Tudor Investment Corp Et Al | 177,357 | $5.66M | 0.07% | +134,709+315.9% | Added |
| Prudential Financial Inc | 187,050 | $5.97M | 0.01% | −33,385−15.1% | Reduced |
| Janney Montgomery Scott LLC | 192,961 | $6.16M | 0.02% | +25,234+15.0% | Added |
| Access Investment Management LLC | 196,000 | $6.26M | 2.07% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 198,990 | $6.35M | 4.06% | +198,990 | New |
| Raymond James & Associates | 199,587 | $6.37M | 0.00% | −24,315−10.9% | Reduced |
| Jane Street Group, LLC | 207,609 | $6.63M | 0.01% | −71,614−25.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 209,100 | $6.68M | 0.31% | +209,100 | New |
| Kennedy Capital Management, Inc. | 210,444 | $6.72M | 0.14% | +210,444 | New |
| Great West Life Assurance Co | 213,884 | $6.83M | 0.01% | +3,913+1.9% | Added |
| New York State Teachers Retirement System | 219,130 | $7.00M | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 219,584 | $7.01M | 2.18% | −2,932−1.3% | Reduced |
| JPMorgan Chase & Co | 225,543 | $7.20M | 0.00% | −131,373−36.8% | Reduced |
| Ci Investments Inc. | 227,747 | $7.27M | 0.03% | +54,764+31.7% | Added |
| LPL Financial LLC | 230,291 | $7.35M | 0.00% | +26,809+13.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 235,760 | $7.53M | 0.03% | −4,070−1.7% | Reduced |
| HRT Financial LP | 243,480 | $7.77M | 0.05% | +153,640+171.0% | Added |
| Citigroup Inc | 244,997 | $7.82M | 0.01% | +92,594+60.8% | Added |
| Churchill Management Corp | 276,466 | $8.83M | 0.11% | +276,466 | New |
| Man Group plc | 282,866 | $9.03M | 0.02% | −117,524−29.4% | Reduced |
| California Public Employees Retirement System | 290,721 | $9.28M | 0.01% | +61,897+27.1% | Added |
| Interval Partners, LP | 311,232 | $9.94M | 0.38% | +311,232 | New |
| Point72 Asset Management, L.P. | 314,500 | $10.0M | 0.03% | +314,500 | New |
| Renaissance Technologies LLC | 321,474 | $10.3M | 0.02% | −502,600−61.0% | Reduced |
| Swiss National Bank | 335,000 | $10.7M | 0.01% | +700+0.2% | Added |
| UBS Asset Management Americas Inc | 336,263 | $10.7M | 0.00% | −1,256−0.4% | Reduced |
| Public Sector Pension Investment Board | 347,754 | $11.1M | 0.08% | −4,320−1.2% | Reduced |
| Algert Global LLC | 357,081 | $11.4M | 0.45% | +8,340+2.4% | Added |
| Capital Fund Management S.A. | 367,261 | $11.7M | 0.14% | −23,435−6.0% | Reduced |
| First Eagle Investment Management, LLC | 387,800 | $12.4M | 0.03% | +96,200+33.0% | Added |
| Cambria Investment Management, L.P. | 391,500 | $12.5M | 0.75% | +182,092+87.0% | Added |
| Wellington Management Group LLP | 395,904 | $12.6M | 0.00% | +395,904 | New |
| Schonfeld Strategic Advisors LLC | 398,441 | $12.7M | 0.10% | +369,493+1,276.4% | Added |
| Credit Suisse AG | 407,837 | $13.0M | 0.01% | −36,975−8.3% | Reduced |
| Royal Bank of Canada | 428,377 | $13.7M | 0.00% | +54,894+14.7% | Added |
| Rhumbline Advisers | 441,470 | $14.1M | 0.01% | −26,343−5.6% | Reduced |
| Advisors Capital Management, LLC | 467,723 | $14.9M | 0.27% | +8,658+1.9% | Added |
| Squarepoint Ops LLC | 471,382 | $15.1M | 0.06% | +234,647+99.1% | Added |
| Alyeska Investment Group, L.P. | 516,625 | $16.5M | 0.10% | +502,026+3,438.8% | Added |
| Saba Capital Management, L.P. | 525,608 | $16.8M | 0.37% | 00.0% | Unchanged |
| Legal & General Group Plc | 578,889 | $18.5M | 0.01% | +6,277+1.1% | Added |
| First Trust Advisors LP | 613,266 | $19.6M | 0.02% | +233,004+61.3% | Added |
| Arrowstreet Capital, Limited Partnership | 624,499 | $19.9M | 0.02% | +304,225+95.0% | Added |
| Macquarie Group Ltd | 643,885 | $20.6M | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 698,782 | $20.7M | 0.04% | +112,328+19.2% | Added |
| Nuveen Asset Management, LLC | 656,609 | $21.0M | 0.01% | −41,442−5.9% | Reduced |
| Assenagon Asset Management S.A. | 672,244 | $21.5M | 0.06% | −45,225−6.3% | Reduced |
| Easterly Investment Partners LLC | 674,572 | $21.5M | 1.65% | +30,165+4.7% | Added |
| Ameriprise Financial Inc | 690,113 | $22.0M | 0.01% | −155,866−18.4% | Reduced |
| Millennium Management LLC | 711,276 | $22.7M | 0.02% | −18,175−2.5% | Reduced |
| Victory Capital Management Inc | 718,720 | $22.9M | 0.02% | +19,100+2.7% | Added |
| UBS Group AG | 734,156 | $23.4M | 0.01% | −66,483−8.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 767,898 | $24.5M | 0.11% | −1,483,958−65.9% | Reduced |
| Algebris (UK) Ltd | 861,259 | $25.6M | 11.36% | +474,171+122.5% | Added |
| Citadel Advisors LLC | 853,730 | $27.3M | 0.03% | +713,461+508.6% | Added |
| Jupiter Asset Management Ltd | 897,252 | $28.6M | 0.27% | +897,252 | New |
| Wells Fargo & Company | 962,403 | $30.7M | 0.01% | +1370.0% | Added |
| Bank of America Corp | 1,028,350 | $32.8M | 0.00% | −151,625−12.8% | Reduced |
| AQR Capital Management LLC | 1,438,912 | $45.9M | 0.08% | +95,897+7.1% | Added |
| Two Sigma Investments, LP | 1,450,995 | $46.3M | 0.11% | −256,842−15.0% | Reduced |
| Voloridge Investment Management, LLC | 1,559,345 | $49.8M | 0.18% | −153,025−8.9% | Reduced |
| Two Sigma Advisers, LP | 1,670,200 | $53.3M | 0.12% | −38,000−2.2% | Reduced |
| Marshall Wace, LLP | 1,683,549 | $53.8M | 0.09% | −3,797−0.2% | Reduced |
| Invesco Ltd. | 1,738,518 | $55.5M | 0.01% | −1,346,389−43.6% | Reduced |
| Norges Bank | 1,814,187 | $57.9M | 0.01% | −189,015−9.4% | Reduced |
| Principal Financial Group Inc | 1,938,428 | $61.9M | 0.04% | +182,001+10.4% | Added |
| Balyasny Asset Management LLC | 2,007,092 | $64.1M | 0.16% | +2,007,092 | New |
| Goldman Sachs Group Inc | 2,127,728 | $67.9M | 0.01% | −443,048−17.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,143,936 | $68.5M | 0.02% | +75,514+3.7% | Added |
| Bank of New York Mellon Corp | 2,218,490 | $70.8M | 0.01% | −204,608−8.4% | Reduced |
| Dimensional Fund Advisors LP | 2,479,912 | $79.2M | 0.02% | +352,362+16.6% | Added |
| LSV Asset Management | 2,655,676 | $84.8M | 0.18% | −101,600−3.7% | Reduced |
| Northern Trust Corp | 2,762,926 | $88.2M | 0.02% | −166,229−5.7% | Reduced |
| Geode Capital Management, LLC | 3,358,377 | $107.3M | 0.01% | +232,657+7.4% | Added |
| HSBC Holdings PLC | 3,606,965 | $115.2M | 0.08% | −650,030−15.3% | Reduced |
| Morgan Stanley | 4,392,781 | $140.3M | 0.01% | +144,589+3.4% | Added |