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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1,393 | $44.5K | 0.00% | −6,939−83.3% | Reduced |
| CVA Family Office, LLC | 1,375 | $43.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,373 | $43.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,299 | $41.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,280 | $40.9K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,248 | $39.8K | 0.02% | +1,248 | New |
| Allspring Global Investments Holdings, LLC | 1,223 | $39.0K | 0.00% | +873+249.4% | Added |
| EverSource Wealth Advisors, LLC | 1,417 | $38.6K | 0.00% | +24+1.7% | Added |
| Barrett & Company, Inc. | 1,200 | $38.3K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,334 | $36.0K | 0.00% | +1,334 | New |
| Proequities, Inc. | 1,119 | $35.7K | 0.00% | −100−8.2% | Reduced |
| Quent Capital, LLC | 1,095 | $35.0K | 0.00% | −57−4.9% | Reduced |
| Toth Financial Advisory Corp | 1,095 | $35.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,046 | $33.4K | 0.00% | +150+16.7% | Added |
| Capital Advisors, Ltd. LLC | 1,025 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 913 | $29.2K | 0.00% | +913 | New |
| Laurel Wealth Advisors LLC | 852 | $27.2K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $27.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $25.5K | 0.00% | +800 | New |
| Central Pacific Bank - Trust Division | 780 | $24.6K | 0.00% | +780 | New |
| Colonial Trust Advisors | 755 | $24.1K | 0.00% | +755 | New |
| Semmax Financial Advisors Inc. | 797 | $23.5K | 0.01% | +785+6,541.7% | Added |
| Riverview Trust Co | 688 | $22.0K | 0.02% | +688 | New |
| Carolinas Wealth Consulting LLC | 650 | $20.8K | 0.00% | −25−3.7% | Reduced |
| Principal Securities, Inc. | 568 | $18.1K | 0.00% | −143−20.1% | Reduced |
| M&R Capital Management Inc | 567 | $18.1K | 0.00% | +7+1.3% | Added |
| Valley National Advisers Inc | 570 | $18.0K | 0.00% | +25+4.6% | Added |
| Zions Bancorporation, N.A. | 537 | $17.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 533 | $17.0K | 0.00% | +9+1.7% | Added |
| Smartleaf Asset Management LLC | 528 | $16.9K | 0.00% | −650−55.2% | Reduced |
| Brown Brothers Harriman & Co | 500 | $16.0K | 0.00% | −500−50.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 442 | $14.1K | 0.00% | +113+34.3% | Added |
| Covestor Ltd | 454 | $14.0K | 0.01% | −41−8.3% | Reduced |
| Asset Dedication, LLC | 443 | $14.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $13.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 404 | $12.9K | 0.00% | −101−20.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 367 | $11.7K | 0.00% | +367 | New |
| Venturi Wealth Management, LLC | 360 | $11.5K | 0.00% | +360 | New |
| Tower Research Capital LLC (TRC) | 349 | $11.1K | 0.00% | −4,345−92.6% | Reduced |
| NBC Securities, Inc. | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $10.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 317 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $9.58K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $9.58K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $7.99K | 0.00% | −235−48.5% | Reduced |
| Annapolis Financial Services, LLC | 250 | $7.98K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 229 | $7.31K | 0.00% | −7−3.0% | Reduced |
| Bokf, NA | 225 | $7.11K | 0.00% | −23,997−99.1% | Reduced |
| Spire Wealth Management | 214 | $6.83K | 0.00% | +100+87.7% | Added |
| PSI Advisors, LLC | 211 | $6.73K | 0.00% | +3+1.4% | Added |
| Pacific Center for Financial Services | 210 | $6.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 204 | $6.51K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 202 | $6.46K | 0.00% | +3+1.5% | Added |
| Raleigh Capital Management Inc. | 200 | $6.39K | 0.00% | +135+207.7% | Added |
| Jones Financial Companies LLLP | 200 | $6.39K | 0.00% | −200−50.0% | Reduced |
| Central Trust Co | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 193 | $6.16K | 0.01% | +193 | New |
| McIlrath & Eck, LLC | 185 | $5.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 174 | $5.56K | 0.00% | +74+74.0% | Added |
| Geneos Wealth Management Inc. | 173 | $5.52K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $5.40K | 0.00% | −76−31.0% | Reduced |
| Archer Investment Corp | 158 | $5.04K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.57K | 0.00% | −18,053−99.2% | Reduced |
| Creative Financial Designs Inc | 140 | $4.47K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.87K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $3.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.74K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $3.51K | 0.00% | +30+37.5% | Added |
| Key Financial Inc | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $3.19K | 0.00% | +100 | New |
| Hollencrest Capital Management | 100 | $3.19K | 0.00% | +100 | New |
| Private Trust Co NA | 96 | $3.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 83 | $2.65K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 83 | $2.65K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 80 | $2.56K | 0.00% | +2+2.6% | Added |
| ClariVest Asset Management LLC | 74 | $2.36K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 57 | $1.82K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $1.63K | 0.00% | +51 | New |
| Manchester Capital Management LLC | 50 | $1.60K | 0.00% | +12+31.6% | Added |
| Bell Investment Advisors, Inc | 48 | $1.53K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 44 | $1.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 41 | $1.29K | 0.00% | +23+127.8% | Added |
| Cherry Tree Wealth Management, LLC | 37 | $1.18K | 0.00% | +37 | New |
| Caldwell Sutter Capital, Inc. | 36 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $990 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $958 | 0.00% | −6−16.7% | Reduced |
| TFC Financial Management | 29 | $926 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $743 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $607 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $453 | 0.00% | +2+16.7% | Added |
| Abound Wealth Management | 14 | $448 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $415 | 0.00% | 00.0% | Unchanged |