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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 29,631 | $946.0K | 0.00% | +3,186+12.0% | Added |
| Arbiter Partners Capital Management LLC | 29,500 | $941.9K | 1.71% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 29,352 | $937.0K | 0.16% | −1,101−3.6% | Reduced |
| Mutual of America Capital Management LLC | 29,229 | $933.3K | 0.01% | −466−1.6% | Reduced |
| Intellectus Partners, LLC | 29,098 | $929.1K | 0.24% | +29+0.1% | Added |
| Aigen Investment Management, LP | 28,736 | $917.5K | 0.20% | +13,245+85.5% | Added |
| Mirabella Financial Services LLP | 27,690 | $884.1K | 0.06% | +27,690 | New |
| Sigma Planning Corp | 27,286 | $871.3K | 0.03% | +11,583+73.8% | Added |
| Mariner, LLC | 27,019 | $862.7K | 0.00% | +939+3.6% | Added |
| Handelsbanken Fonder AB | 26,800 | $856.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 26,790 | $855.0K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,372 | $842.1K | 0.00% | +1,085+4.3% | Added |
| Wealthcare Advisory Partners LLC | 26,088 | $833.0K | 0.03% | +6,528+33.4% | Added |
| Cresset Asset Management, LLC | 26,067 | $832.3K | 0.00% | +4,012+18.2% | Added |
| Fifth Third Bancorp | 25,921 | $827.7K | 0.00% | −33−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 25,822 | $824.5K | 0.02% | +1,500+6.2% | Added |
| Capital Investment Advisory Services, LLC | 25,715 | $821.1K | 0.09% | +25,715 | New |
| International Assets Investment Management, LLC | 24,859 | $785.5K | 0.08% | −1,830−6.9% | Reduced |
| Deutsche Bank AG | 24,334 | $777.0K | 0.00% | +1,044+4.5% | Added |
| Cornerstone Wealth Management, LLC | 24,247 | $774.2K | 0.06% | +2,240+10.2% | Added |
| JustInvest LLC | 23,922 | $763.8K | 0.02% | +1,494+6.7% | Added |
| Brown Advisory Inc | 23,910 | $763.4K | 0.00% | +10,146+73.7% | Added |
| Corton Capital Inc. | 23,244 | $742.2K | 0.27% | −12,754−35.4% | Reduced |
| Creative Planning | 23,207 | $741.0K | 0.00% | −5,154−18.2% | Reduced |
| Great Lakes Advisors, LLC | 23,098 | $737.5K | 0.01% | −345,777−93.7% | Reduced |
| First Heartland Consultants, Inc. | 23,083 | $737.0K | 0.08% | +8,417+57.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,015 | $734.9K | 0.00% | −10,112−30.5% | Reduced |
| Guyasuta Investment Advisors Inc | 27,000 | $728.2K | 0.05% | 00.0% | Unchanged |
| TD Asset Management Inc | 22,700 | $724.8K | 0.00% | −77,100−77.3% | Reduced |
| Neuberger Berman Group LLC | 22,540 | $719.7K | 0.00% | −866−3.7% | Reduced |
| BluePath Capital Management, LLC | 21,925 | $700.1K | 0.54% | −1,563−6.7% | Reduced |
| Register Financial Advisors LLC | 21,609 | $690.0K | 0.36% | +5,324+32.7% | Added |
| United Capital Financial Advisers, LLC | 21,538 | $687.7K | 0.01% | −2,402−10.0% | Reduced |
| IMC-Chicago, LLC | 21,475 | $685.7K | 0.02% | +8,937+71.3% | Added |
| WBI Investments | 21,399 | $683.3K | 0.14% | +21,399 | New |
| OmniStar Financial Group, Inc. | 20,872 | $666.5K | 0.61% | −1,066−4.9% | Reduced |
| Boit C F David | 23,990 | $664.3K | 0.36% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 20,738 | $662.2K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,742 | $662.0K | 0.00% | −674−3.1% | Reduced |
| Wintrust Investments LLC | 20,235 | $646.0K | 0.06% | +20,235 | New |
| Southport Management, L.L.C. | 20,000 | $638.6K | 2.35% | +20,000 | New |
| Holocene Advisors, LP | 19,876 | $634.6K | 0.00% | −96,088−82.9% | Reduced |
| Walleye Capital LLC | 19,524 | $623.4K | 0.01% | +19,524 | New |
| Jaffetilchin Investment Partners, LLC | 19,257 | $614.9K | 0.06% | +19,257 | New |
| 1620 Investment Advisors, Inc. | 19,027 | $607.5K | 0.62% | +19,027 | New |
| HB Wealth Management, LLC | 18,956 | $605.3K | 0.01% | +1,552+8.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,854 | $602.0K | 0.10% | +7,877+71.8% | Added |
| Quadrature Capital Ltd | 18,792 | $600.0K | 0.01% | −51,564−73.3% | Reduced |
| AE Wealth Management LLC | 18,693 | $596.9K | 0.01% | −30,963−62.4% | Reduced |
| MTM Investment Management, LLC | 18,612 | $594.3K | 0.25% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 18,598 | $593.8K | 0.05% | −400−2.1% | Reduced |
| Commerce Bank | 18,491 | $590.4K | 0.00% | −47−0.3% | Reduced |
| Bessemer Group Inc | 18,265 | $584.0K | 0.00% | −15,389−45.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 18,289 | $584.0K | 0.42% | −129−0.7% | Reduced |
| Prelude Capital Management, LLC | 18,153 | $579.6K | 0.04% | +254+1.4% | Added |
| Independent Advisor Alliance | 18,044 | $576.1K | 0.02% | +5,797+47.3% | Added |
| Jacobi Capital Management LLC | 17,897 | $571.5K | 0.05% | +212+1.2% | Added |
| Teacher Retirement System of Texas | 17,354 | $554.0K | 0.00% | −1,341−7.2% | Reduced |
| Contravisory Investment Management, Inc. | 17,321 | $553.1K | 0.12% | +17,321 | New |
| Cim Investment Mangement Inc | 17,257 | $551.0K | 0.16% | 00.0% | Unchanged |
| Cowa, LLC | 16,899 | $539.6K | 0.32% | +4,915+41.0% | Added |
| Prospera Financial Services Inc | 16,541 | $528.3K | 0.02% | −438−2.6% | Reduced |
| Matisse Capital | 16,500 | $526.8K | 0.25% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,465 | $525.7K | 0.01% | +40+0.2% | Added |
| Arden Trust Co | 16,336 | $521.6K | 0.07% | +1,645+11.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $500.0K | 0.06% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 18,325 | $497.9K | 0.02% | +18,325 | New |
| Aquatic Capital Management LLC | 15,500 | $494.9K | 0.02% | −67,100−81.2% | Reduced |
| Concurrent Investment Advisors, LLC | 15,110 | $482.5K | 0.02% | +15,110 | New |
| Veriti Management LLC | 15,029 | $479.9K | 0.04% | +138+0.9% | Added |
| Gsa Capital Partners LLP | 14,990 | $479.0K | 0.04% | −90,787−85.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,713 | $469.8K | 0.12% | +14,713 | New |
| Relative Value Partners Group, LLC | 16,769 | $460.3K | 0.03% | −96−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 14,243 | $454.8K | 0.08% | +676+5.0% | Added |
| Stephens Inc | 13,902 | $443.9K | 0.01% | +6,200+80.5% | Added |
| Holderness Investments Co | 13,688 | $437.0K | 0.11% | −246−1.8% | Reduced |
| State of Wisconsin Investment Board | 13,502 | $431.1K | 0.00% | −5,489−28.9% | Reduced |
| Allianz Asset Management GmbH | 13,298 | $424.6K | 0.00% | −278−2.0% | Reduced |
| Ieq Capital, LLC | 12,767 | $407.7K | 0.01% | +1,538+13.7% | Added |
| Keybank National Association | 12,606 | $402.5K | 0.00% | −120,267−90.5% | Reduced |
| Coldstream Capital Management Inc | 12,604 | $402.4K | 0.01% | +158+1.3% | Added |
| Cullinan Associates Inc | 12,100 | $386.4K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 12,066 | $385.3K | 0.04% | −1,444−10.7% | Reduced |
| Cito Capital Group, LLC | 12,000 | $383.0K | 0.16% | 00.0% | Unchanged |
| United Services Automobile Association | 11,935 | $381.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,557 | $369.0K | 0.00% | +1,898+19.7% | Added |
| Pallas Capital Advisors LLC | 11,493 | $367.0K | 0.02% | −1,368−10.6% | Reduced |
| Abel Hall, LLC | 11,414 | $364.4K | 0.27% | +14+0.1% | Added |
| Innealta Capital, LLC | 11,395 | $363.8K | 0.15% | +11,395 | New |
| NorthRock Partners, LLC | 11,292 | $360.6K | 0.01% | −535−4.5% | Reduced |
| Kestra Private Wealth Services, LLC | 11,252 | $359.3K | 0.01% | −869−7.2% | Reduced |
| Meridian Investment Counsel Inc. | 11,155 | $356.2K | 0.12% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 11,080 | $353.8K | 0.13% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,069 | $353.4K | 0.01% | +11,069 | New |
| Greenleaf Trust | 10,984 | $350.7K | 0.00% | −88−0.8% | Reduced |
| Mill Capital Management, LLC | 10,944 | $349.4K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,908 | $348.3K | 0.00% | −972−8.2% | Reduced |
| Tiaa Trust, National Association | 10,905 | $348.2K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,885 | $348.0K | 0.01% | +609+5.9% | Added |
| Winton Group Ltd | 10,799 | $344.8K | 0.02% | −7,262−40.2% | Reduced |