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, Q2 2024
Institutional positions in Lincoln National Corp as of Jun 30, 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
- 536
- +39 vs. Q1 2024
- Shares held
- 126.4M
- +3.37M (+2.7%) vs. Q1 2024
- Total value
- $3.93B
- +$8.18M (+0.2%) vs. Q1 2024
- New holders
- 82
- 178 more added
- Sold out
- 43
- 180 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $156 | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 8 | $249 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $311 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $404 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $443 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $449 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 20 | $631 | 0.00% | −3−13.0% | Reduced |
| MV Capital Management, Inc. | 22 | $685 | 0.00% | +3+15.8% | Added |
| ORG Partners LLC | 23 | $745 | 0.00% | +23 | New |
| Fairscale Capital, LLC | 23 | $754 | 0.00% | +23 | New |
| TFC Financial Management | 29 | $902 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $933 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $964 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 36 | $1.12K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $1.15K | 0.00% | −500−93.1% | Reduced |
| Fortitude Family Office, LLC | 42 | $1.31K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 45 | $1.40K | 0.00% | +1+2.3% | Added |
| Bell Investment Advisors, Inc | 48 | $1.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 51 | $1.59K | 0.00% | +51 | New |
| Carmichael Hill & Associates, Inc. | 51 | $1.59K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 57 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $1.77K | 0.00% | +25+78.1% | Added |
| Great Lakes Retirement, Inc. | 60 | $1.87K | 0.00% | +60 | New |
| Spire Wealth Management | 62 | $1.92K | 0.00% | −152−71.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 70 | $2.18K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 78 | $2.43K | 0.00% | −2−2.5% | Reduced |
| Abich Financial Wealth Management LLC | 79 | $2.46K | 0.00% | −1,498−95.0% | Reduced |
| TruNorth Capital Management, LLC | 83 | $2.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $2.99K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 99 | $3.08K | 0.00% | +99 | New |
| Key Financial Inc | 100 | $3.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 106 | $3.30K | 0.00% | −211−66.6% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $3.42K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $3.76K | 0.00% | +121 | New |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.35K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.45K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $4.50K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 136 | $4.53K | 0.00% | +136 | New |
| Hollencrest Capital Management | 152 | $4.72K | 0.00% | +52+52.0% | Added |
| Archer Investment Corp | 158 | $4.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 173 | $5.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $5.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 185 | $5.75K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 192 | $5.99K | 0.00% | +192 | New |
| Raleigh Capital Management Inc. | 200 | $6.22K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 200 | $6.22K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 204 | $6.34K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 207 | $6.44K | 0.00% | +7+3.5% | Added |
| Pacific Center for Financial Services | 210 | $6.53K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 215 | $6.67K | 0.00% | +4+1.9% | Added |
| Rakuten Securities, Inc. | 261 | $8.12K | 0.00% | +32+14.0% | Added |
| NBC Securities, Inc. | 319 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 296 | $9.21K | 0.00% | +122+70.1% | Added |
| Cullen/Frost Bankers, Inc. | 300 | $9.33K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $9.33K | 0.00% | 00.0% | Unchanged |
| Natixis | 301 | $9.36K | 0.00% | +301 | New |
| Semmax Financial Advisors Inc. | 342 | $10.1K | 0.00% | −455−57.1% | Reduced |
| Brown Brothers Harriman & Co | 325 | $10.1K | 0.00% | −175−35.0% | Reduced |
| Tidemark, LLC | 335 | $10.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 372 | $11.6K | 0.00% | +12+3.3% | Added |
| ClariVest Asset Management LLC | 409 | $12.7K | 0.00% | +335+452.7% | Added |
| Oakworth Capital, Inc. | 414 | $12.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 442 | $13.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 443 | $13.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 448 | $14.0K | 0.01% | −6−1.3% | Reduced |
| Cromwell Holdings LLC | 499 | $15.5K | 0.01% | +499 | New |
| Atlantic Edge Private Wealth Management, LLC | 500 | $15.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 545 | $16.0K | 0.00% | −25−4.4% | Reduced |
| Principal Securities, Inc. | 551 | $17.1K | 0.00% | −17−3.0% | Reduced |
| M&R Capital Management Inc | 555 | $17.3K | 0.00% | −12−2.1% | Reduced |
| Larson Financial Group LLC | 556 | $17.3K | 0.00% | +23+4.3% | Added |
| Carolinas Wealth Consulting LLC | 650 | $20.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 665 | $20.7K | 0.01% | −750−53.0% | Reduced |
| Riverview Trust Co | 688 | $21.4K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 700 | $21.8K | 0.01% | +700 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $23.3K | 0.01% | +750 | New |
| Central Pacific Bank - Trust Division | 780 | $24.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 787 | $24.5K | 0.00% | +787 | New |
| Trust Co of Vermont | 800 | $24.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 835 | $26.0K | 0.00% | +431+106.7% | Added |
| Boyd Watterson Asset Management LLC | 850 | $26.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $26.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 896 | $27.9K | 0.00% | −150−14.3% | Reduced |
| HHM Wealth Advisors, LLC | 913 | $28.4K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $31.1K | 0.01% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,017 | $31.6K | 0.00% | +1,017 | New |
| Capital Advisors, Ltd. LLC | 1,025 | $32.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,053 | $32.8K | 0.01% | −3,516−77.0% | Reduced |
| Westend Capital Management, LLC | 1,048 | $32.8K | 0.01% | −200−16.0% | Reduced |
| Transcendent Capital Group LLC | 1,084 | $33.7K | 0.02% | −8,116−88.2% | Reduced |
| Toth Financial Advisory Corp | 1,095 | $34.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,097 | $34.1K | 0.00% | +2+0.2% | Added |