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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 10,412 | $332.5K | 0.09% | +10,412 | New |
| Guggenheim Capital LLC | 10,404 | $332.2K | 0.00% | −450−4.1% | Reduced |
| Blair William & Co | 10,339 | $330.1K | 0.00% | −235−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,830 | $328.8K | 0.00% | +15,830 | New |
| Benjamin F. Edwards & Company, Inc. | 10,265 | $328.0K | 0.01% | +9,496+1,234.9% | Added |
| PFG Investments, LLC | 10,268 | $327.9K | 0.02% | +10,268 | New |
| Investors Research Corp | 10,207 | $325.9K | 0.08% | +1,900+22.9% | Added |
| Sweet Financial Partners, LLC | 10,200 | $325.7K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,153 | $324.2K | 0.25% | +10,153 | New |
| Shay Capital LLC | 10,000 | $319.3K | 0.09% | +10,000 | New |
| Longfellow Investment Management Co LLC | 9,998 | $319.2K | 0.07% | −10,822−52.0% | Reduced |
| Terry L. Blaker | 9,987 | $318.9K | 0.02% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 9,797 | $312.8K | 0.56% | −5,947−37.8% | Reduced |
| CIBC Private Wealth Group, LLC | 9,856 | $311.4K | 0.00% | −35−0.4% | Reduced |
| Leavell Investment Management, Inc. | 9,647 | $308.0K | 0.02% | 00.0% | Unchanged |
| Holistic Financial Partners | 9,630 | $307.5K | 0.16% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 9,608 | $306.8K | 0.16% | +720+8.1% | Added |
| Gateway Investment Advisers LLC | 9,592 | $306.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 9,392 | $299.9K | 0.00% | −100−1.1% | Reduced |
| Utah Retirement Systems | 9,300 | $296.9K | 0.00% | −100−1.1% | Reduced |
| CWM, LLC | 9,195 | $294.0K | 0.00% | +2,788+43.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,200 | $293.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 9,200 | $293.8K | 0.17% | +7,902+608.8% | Added |
| Ethic Inc. | 9,069 | $289.6K | 0.01% | +9,069 | New |
| Steel Peak Wealth Management LLC | 8,911 | $284.5K | 0.01% | +329+3.8% | Added |
| Security Financial Services, INC. | 8,830 | $281.9K | 0.06% | +27+0.3% | Added |
| M&T Bank Corp | 8,820 | $281.6K | 0.00% | −1,001−10.2% | Reduced |
| Brave Asset Management Inc | 8,716 | $278.3K | 0.07% | +68+0.8% | Added |
| Hilltop Holdings Inc. | 8,684 | $277.3K | 0.03% | −28−0.3% | Reduced |
| Evergreen Capital Management LLC | 8,516 | $271.9K | 0.01% | 00.0% | Unchanged |
| Dodge & Cox | 8,500 | $271.4K | 0.00% | −200−2.3% | Reduced |
| Wetherby Asset Management Inc | 8,391 | $267.9K | 0.01% | −85−1.0% | Reduced |
| Qsemble Capital Management, LP | 8,321 | $265.7K | 0.06% | −12,831−60.7% | Reduced |
| Harvest Fund Management Co., Ltd | 8,306 | $265.0K | 0.02% | +5,255+172.2% | Added |
| Glenmede Trust Co NA | 8,268 | $264.0K | 0.00% | −2,014−19.6% | Reduced |
| Concorde Asset Management, LLC | 8,265 | $263.9K | 0.18% | −313−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,247 | $263.3K | 0.00% | +35+0.4% | Added |
| Plancorp, LLC | 8,220 | $262.5K | 0.01% | +123+1.5% | Added |
| Old National Bancorp | 8,177 | $261.1K | 0.01% | −300−3.5% | Reduced |
| Parallel Advisors, LLC | 8,061 | $257.4K | 0.01% | +208+2.6% | Added |
| Xponance, Inc. | 8,037 | $256.6K | 0.00% | +72+0.9% | Added |
| Bradley Foster & Sargent Inc | 8,010 | $255.8K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7,890 | $251.9K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7,779 | $248.4K | 0.10% | −1,258−13.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,734 | $246.9K | 0.00% | −2,610−25.2% | Reduced |
| Sapient Capital LLC | 7,616 | $243.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,495 | $239.3K | 0.03% | −40,824−84.5% | Reduced |
| Shelton Capital Management | 7,479 | $238.8K | 0.01% | −422−5.3% | Reduced |
| Eads & Heald Wealth Management | 7,147 | $228.0K | 0.11% | +7,147 | New |
| Korea Investment CORP | 7,109 | $227.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,074 | $225.9K | 0.01% | +796+12.7% | Added |
| HighPoint Advisor Group LLC | 7,565 | $223.0K | 0.02% | −13−0.2% | Reduced |
| North Star Investment Management Corp. | 6,901 | $220.3K | 0.02% | +1,286+22.9% | Added |
| Valeo Financial Advisors, LLC | 7,615 | $218.2K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 6,816 | $217.6K | 0.05% | +6,816 | New |
| Diversified Trust Co | 6,710 | $214.3K | 0.01% | +6,710 | New |
| Resources Investment Advisors, LLC. | 6,573 | $209.9K | 0.00% | +6,573 | New |
| Grimes & Company, Inc. | 6,567 | $209.7K | 0.01% | +6,567 | New |
| Huntington National Bank | 6,550 | $209.1K | 0.00% | +23+0.4% | Added |
| Sequoia Financial Advisors, LLC | 6,498 | $207.5K | 0.00% | +6,498 | New |
| Rothschild Investment LLC | 6,411 | $204.7K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 6,391 | $204.1K | 0.02% | +6,391 | New |
| Sciencast Management LP | 6,308 | $201.4K | 0.12% | −17,125−73.1% | Reduced |
| Sentry LLC | 6,300 | $201.2K | 0.04% | +6,300 | New |
| GAMMA Investing LLC | 5,697 | $181.9K | 0.04% | −21−0.4% | Reduced |
| Signaturefd, LLC | 5,368 | $171.4K | 0.00% | −70−1.3% | Reduced |
| Quest Partners LLC | 5,318 | $169.8K | 0.03% | −12,281−69.8% | Reduced |
| Delta Asset Management LLC | 5,136 | $164.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 5,132 | $163.0K | 0.08% | −6,863−57.2% | Reduced |
| Parkside Financial Bank & Trust | 4,569 | $145.9K | 0.02% | +3,474+317.3% | Added |
| Nomura Asset Management Co Ltd | 4,330 | $138.3K | 0.00% | −1,010−18.9% | Reduced |
| KBC Group NV | 4,337 | $138.0K | 0.00% | +712+19.6% | Added |
| Clearstead Advisors, LLC | 4,592 | $135.6K | 0.01% | −17−0.4% | Reduced |
| Allworth Financial LP | 4,203 | $134.2K | 0.00% | −35−0.8% | Reduced |
| State of Wyoming | 4,202 | $134.2K | 0.02% | −7,499−64.1% | Reduced |
| MetLife Investment Management | 3,944 | $125.9K | 0.00% | +10+0.3% | Added |
| Quadrant Capital Group LLC | 3,634 | $116.0K | 0.01% | +35+1.0% | Added |
| Hexagon Capital Partners LLC | 3,240 | $103.5K | 0.02% | −1,074−24.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,115 | $99.5K | 0.00% | +2,200+240.4% | Added |
| Sandy Spring Bank | 2,794 | $89.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,522 | $80.5K | 0.00% | −437−14.8% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $79.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,409 | $76.9K | 0.02% | −274−10.2% | Reduced |
| Point72 Hong Kong Ltd | 2,189 | $69.9K | 0.00% | −45,456−95.4% | Reduced |
| Federated Hermes, Inc. | 2,187 | $69.8K | 0.00% | −4,737−68.4% | Reduced |
| Clear Street Markets LLC | 2,000 | $64.0K | 0.03% | +2,000 | New |
| DT Investment Partners, LLC | 2,000 | $63.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $63.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,865 | $59.5K | 0.00% | −2,204−54.2% | Reduced |
| Farther Finance Advisors, LLC | 1,884 | $59.5K | 0.00% | −355−15.9% | Reduced |
| Versant Capital Management, Inc | 1,808 | $57.7K | 0.02% | −11−0.6% | Reduced |
| EntryPoint Capital, LLC | 1,712 | $54.7K | 0.05% | −135−7.3% | Reduced |
| Global Retirement Partners, LLC | 1,667 | $53.2K | 0.00% | +410+32.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,617 | $51.6K | 0.00% | +101+6.7% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $51.4K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,577 | $50.4K | 0.04% | +525+49.9% | Added |
| FinTrust Capital Advisors, LLC | 1,518 | $48.5K | 0.01% | +120+8.6% | Added |
| Highlander Capital Management, LLC | 1,500 | $47.9K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,553 | $45.4K | 0.01% | +1,553 | New |
| Pathway Financial Advisers, LLC | 1,415 | $45.2K | 0.02% | −966−40.6% | Reduced |