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 |
|---|---|---|---|---|---|
| Loudon Investment Management, LLC | 114,674 | $3.66M | 2.10% | +114,674 | New |
| Kingsview Wealth Management, LLC | 109,849 | $3.51M | 0.09% | −37,977−25.7% | Reduced |
| Schroder Investment Management Group | 109,391 | $3.49M | 0.00% | +95,596+693.0% | Added |
| Cubic Asset Management, LLC | 103,735 | $3.31M | 0.78% | +103,735 | New |
| State of Alaska, Department of Revenue | 103,317 | $3.30M | 0.04% | −1,060−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 102,134 | $3.26M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 101,731 | $3.25M | 0.00% | −189,234−65.0% | Reduced |
| Triasima Portfolio Management inc. | 101,540 | $3.24M | 0.27% | +101,540 | New |
| South Dakota Investment Council | 100,536 | $3.21M | 0.07% | 00.0% | Unchanged |
| SEI Investments Co | 99,898 | $3.19M | 0.00% | −17,606−15.0% | Reduced |
| Waterloo Capital, L.P. | 99,837 | $3.19M | 0.41% | +29,291+41.5% | Added |
| Cubist Systematic Strategies, LLC | 99,391 | $3.17M | 0.04% | −389,478−79.7% | Reduced |
| Alaska Permanent Fund Corp | 98,066 | $3.13M | 0.05% | −2,104−2.1% | Reduced |
| RK Asset Management, LLC | 96,288 | $3.07M | 2.50% | −154−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 95,296 | $3.04M | 0.00% | −5,163−5.1% | Reduced |
| Voya Investment Management LLC | 93,145 | $2.97M | 0.00% | +62,623+205.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 91,414 | $2.92M | 0.22% | +6,747+8.0% | Added |
| Storebrand Asset Management AS | 90,212 | $2.88M | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 89,585 | $2.86M | 0.30% | +62,260+227.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 84,217 | $2.69M | 0.20% | +300+0.4% | Added |
| State of Tennessee, Treasury Department | 84,087 | $2.68M | 0.01% | −33,486−28.5% | Reduced |
| Yousif Capital Management, LLC | 84,062 | $2.68M | 0.03% | −7,771−8.5% | Reduced |
| Louisiana State Employees Retirement System | 84,000 | $2.68M | 0.05% | −900−1.1% | Reduced |
| Susquehanna International Group, LLP | 83,107 | $2.65M | 0.00% | −297,803−78.2% | Reduced |
| Janus Henderson Group PLC | 82,969 | $2.65M | 0.00% | +20.0% | Added |
| Hedeker Wealth, LLC | 81,368 | $2.60M | 0.75% | +1,317+1.6% | Added |
| Amalgamated Bank | 80,665 | $2.58M | 0.02% | +3,705+4.8% | Added |
| Russell Investments Group, Ltd. | 80,431 | $2.57M | 0.00% | −253,257−75.9% | Reduced |
| Price T Rowe Associates Inc | 78,144 | $2.50M | 0.00% | +5,176+7.1% | Added |
| Envestnet Asset Management Inc | 77,589 | $2.48M | 0.00% | −986−1.3% | Reduced |
| Treasurer of the State of North Carolina | 75,467 | $2.41M | 0.01% | +520+0.7% | Added |
| Private Advisor Group, LLC | 75,018 | $2.40M | 0.02% | +36,992+97.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 74,804 | $2.39M | 0.01% | −860−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 73,936 | $2.36M | 0.04% | −6,246−7.8% | Reduced |
| Brandywine Global Investment Management, LLC | 72,193 | $2.31M | 0.02% | +72,193 | New |
| Woodstock Corp | 70,293 | $2.24M | 0.23% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 68,333 | $2.18M | 0.01% | −10,797−13.6% | Reduced |
| Caxton Associates LP | 65,226 | $2.08M | 0.14% | +65,226 | New |
| Public Employees Retirement System of Ohio | 64,671 | $2.06M | 0.01% | −6,096−8.6% | Reduced |
| Naples Global Advisors, LLC | 63,945 | $2.04M | 0.21% | +1,810+2.9% | Added |
| US Bancorp | 63,349 | $2.02M | 0.00% | −6,247−9.0% | Reduced |
| Maryland State Retirement & Pension System | 74,934 | $2.01M | 0.04% | −526−0.7% | Reduced |
| Pathstone Holdings, LLC | 61,884 | $1.98M | 0.01% | +8,638+16.2% | Added |
| Unison Advisors LLC | 61,474 | $1.96M | 0.19% | +1,393+2.3% | Added |
| Verition Fund Management LLC | 61,170 | $1.95M | 0.02% | +46,691+322.5% | Added |
| Axq Capital, LP | 60,300 | $1.93M | 0.46% | +21,666+56.1% | Added |
| Cetera Investment Advisers | 59,634 | $1.90M | 0.00% | +47,312+384.0% | Added |
| Advisor Group Holdings, Inc. | 59,203 | $1.89M | 0.00% | −34,387−36.7% | Reduced |
| Lincoln National Corp | 58,020 | $1.85M | 0.03% | −908−1.5% | Reduced |
| Edgestream Partners, L.P. | 57,183 | $1.83M | 0.09% | +57,183 | New |
| Simplex Trading, LLC | 56,187 | $1.79M | 0.05% | +56,187 | New |
| Salem Investment Counselors Inc | 55,529 | $1.77M | 0.06% | −15,300−21.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 53,673 | $1.71M | 0.02% | 00.0% | Unchanged |
| 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 |
| Point72 (DIFC) Ltd | 52,938 | $1.69M | 0.13% | +52,938 | New |
| Franklin Resources Inc | 52,559 | $1.68M | 0.00% | −33,357−38.8% | Reduced |
| STRS Ohio | 52,320 | $1.67M | 0.01% | +52,320 | New |
| Arjuna Capital | 52,113 | $1.66M | 0.47% | +2,748+5.6% | Added |
| Captrust Financial Advisors | 51,508 | $1.64M | 0.01% | −43,793−46.0% | Reduced |
| Quantinno Capital Management LP | 51,006 | $1.63M | 0.04% | +15,588+44.0% | Added |
| Ted Buchan & Co | 47,336 | $1.51M | 0.93% | +3,209+7.3% | Added |
| CI Private Wealth, LLC | 46,655 | $1.49M | 0.00% | +4,739+11.3% | Added |
| Arizona State Retirement System | 46,627 | $1.49M | 0.01% | −795−1.7% | Reduced |
| Wolverine Trading, LLC | 45,685 | $1.46M | 0.01% | +2,956+6.9% | Added |
| Natixis Advisors, L.P. | 45,670 | $1.46M | 0.00% | +5,900+14.8% | Added |
| Oregon Public Employees Retirement Fund | 45,620 | $1.46M | 0.03% | −4,061−8.2% | Reduced |
| Savant Capital, LLC | 45,618 | $1.46M | 0.02% | +36,206+384.7% | Added |
| Beacon Pointe Advisors, LLC | 45,401 | $1.45M | 0.02% | +1,708+3.9% | Added |
| Cerity Partners LLC | 44,781 | $1.43M | 0.00% | +24,110+116.6% | Added |
| Allen Wealth Management, LLC | 43,657 | $1.39M | 1.23% | +43,657 | New |
| Nisa Investment Advisors, LLC | 43,408 | $1.39M | 0.01% | −8,965−17.1% | Reduced |
| New Century Financial Group, LLC | 43,306 | $1.38M | 0.96% | +56+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 42,564 | $1.36M | 0.00% | +10,528+32.9% | Added |
| American Century Companies Inc | 42,023 | $1.34M | 0.00% | +891+2.2% | Added |
| Illinois Municipal Retirement Fund | 41,937 | $1.34M | 0.02% | +41,937 | New |
| National Bank of Canada | 45,386 | $1.33M | 0.00% | +44,385+4,434.1% | Added |
| Cornercap Investment Counsel Inc | 40,742 | $1.30M | 0.20% | 00.0% | Unchanged |
| Insight Inv LLC | 39,835 | $1.27M | 1.10% | −1,275−3.1% | Reduced |
| Manufacturers Life Insurance Company, The | 39,150 | $1.25M | 0.00% | +9,239+30.9% | Added |
| Trust Investment Advisors | 38,913 | $1.24M | 0.90% | +10,453+36.7% | Added |
| Greenwood Capital Associates LLC | 38,846 | $1.24M | 0.16% | +38,846 | New |
| Oppenheimer & Co Inc | 38,367 | $1.23M | 0.02% | −20−0.1% | Reduced |
| Todd Asset Management LLC | 38,298 | $1.22M | 0.02% | +1,247+3.4% | Added |
| D.A. Davidson & Co. | 38,240 | $1.22M | 0.01% | +3,873+11.3% | Added |
| Stratos Wealth Partners, LTD. | 38,175 | $1.22M | 0.02% | +530+1.4% | Added |
| Pictet Asset Management Holding SA | 36,952 | $1.18M | 0.00% | −1,047−2.8% | Reduced |
| Mork Capital Management, LLC | 36,680 | $1.17M | 0.88% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,639 | $1.17M | 0.01% | +27+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 36,300 | $1.15M | 0.00% | +3,097+9.3% | Added |
| Keynote Financial Services LLC | 35,561 | $1.14M | 0.95% | +35,561 | New |
| UniSuper Management Pty Ltd | 35,246 | $1.13M | 0.01% | +35,246 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,228 | $1.09M | 0.00% | −2,966−8.0% | Reduced |
| Kestra Advisory Services, LLC | 32,766 | $1.05M | 0.01% | +11,110+51.3% | Added |
| GWM Advisors LLC | 32,682 | $1.04M | 0.01% | +2,463+8.2% | Added |
| Advisory Services Network, LLC | 32,617 | $1.04M | 0.02% | +663+2.1% | Added |
| Birmingham Capital Management Co Inc | 31,600 | $1.01M | 0.37% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30,664 | $979.1K | 0.04% | +26,049+564.4% | Added |
| Toroso Investments, LLC | 30,453 | $972.4K | 0.02% | +6,207+25.6% | Added |
| HighTower Advisors, LLC | 29,883 | $953.0K | 0.00% | −2,315−7.2% | Reduced |