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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 1,185 | $36.9K | 0.02% | −188−13.7% | Reduced |
| Barrett & Company, Inc. | 1,200 | $37.3K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,230 | $38.3K | 0.00% | +111+9.9% | Added |
| Innealta Capital, LLC | 1,239 | $38.5K | 0.01% | −10,156−89.1% | Reduced |
| Harbour Investments, Inc. | 1,263 | $39.3K | 0.00% | −130−9.3% | Reduced |
| Lindbrook Capital, LLC | 1,294 | $40.2K | 0.00% | −5−0.4% | Reduced |
| Painted Porch Advisors LLC | 1,300 | $40.4K | 0.02% | +1,300 | New |
| Smartleaf Asset Management LLC | 1,314 | $41.0K | 0.01% | +786+148.9% | Added |
| Mather Group, LLC. | 1,334 | $42.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,375 | $42.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,437 | $47.9K | 0.00% | +20+1.4% | Added |
| Continuum Advisory, LLC | 1,553 | $48.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,610 | $50.1K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 1,632 | $50.8K | 0.03% | +1,632 | New |
| Global Retirement Partners, LLC | 1,687 | $52.5K | 0.00% | +20+1.2% | Added |
| Clear Street Markets LLC | 1,712 | $53.0K | 0.02% | −288−14.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,718 | $53.4K | 0.00% | +101+6.2% | Added |
| DT Investment Partners, LLC | 1,736 | $54.0K | 0.00% | −264−13.2% | Reduced |
| Versant Capital Management, Inc | 1,750 | $54.4K | 0.01% | −58−3.2% | Reduced |
| Gradient Investments LLC | 1,851 | $57.6K | 0.00% | −14−0.8% | Reduced |
| Federated Hermes, Inc. | 1,986 | $61.8K | 0.00% | −201−9.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,044 | $63.6K | 0.00% | +821+67.1% | Added |
| Quarry LP | 2,267 | $70.5K | 0.03% | +2,267 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $73.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,424 | $75.4K | 0.02% | +15+0.6% | Added |
| Anchor Investment Management, LLC | 2,495 | $77.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,539 | $79.0K | 0.01% | −4,956−66.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,759 | $86.0K | 0.01% | −5,547−66.8% | Reduced |
| Sandy Spring Bank | 2,794 | $86.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,047 | $94.8K | 0.00% | −897−22.7% | Reduced |
| Hexagon Capital Partners LLC | 3,091 | $96.1K | 0.02% | −149−4.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,700 | $115.1K | 0.00% | −32,600−89.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,115 | $128.0K | 0.00% | +1,000+32.1% | Added |
| Nomura Asset Management Co Ltd | 4,330 | $134.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,337 | $135.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,352 | $135.3K | 0.06% | +2,640+154.2% | Added |
| Quadrant Capital Group LLC | 4,425 | $137.6K | 0.01% | +791+21.8% | Added |
| State of Wyoming | 4,451 | $138.4K | 0.02% | +249+5.9% | Added |
| Clearstead Advisors, LLC | 4,592 | $142.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5,000 | $155.5K | 0.01% | −136−2.6% | Reduced |
| Huntington National Bank | 5,090 | $158.3K | 0.00% | −1,460−22.3% | Reduced |
| Quest Partners LLC | 5,291 | $164.6K | 0.02% | −27−0.5% | Reduced |
| Allworth Financial LP | 5,243 | $167.3K | 0.00% | +1,040+24.7% | Added |
| North Star Investment Management Corp. | 5,615 | $174.6K | 0.01% | −1,286−18.6% | Reduced |
| Walleye Capital LLC | 5,778 | $179.7K | 0.00% | −13,746−70.4% | Reduced |
| Assetmark, Inc | 5,871 | $182.6K | 0.00% | +3,349+132.8% | Added |
| Rothschild Investment LLC | 6,490 | $201.8K | 0.01% | +79+1.2% | Added |
| Grimes & Company, Inc. | 6,514 | $202.6K | 0.01% | −53−0.8% | Reduced |
| GAMMA Investing LLC | 6,607 | $205.5K | 0.03% | +910+16.0% | Added |
| Brookstone Capital Management | 6,411 | $210.2K | 0.00% | +6,411 | New |
| Paloma Partners Management Co | 6,860 | $213.3K | 0.02% | +6,860 | New |
| Impact Partnership Wealth, LLC | 6,868 | $213.6K | 0.06% | −911−11.7% | Reduced |
| Diversified Trust Co | 6,897 | $214.5K | 0.01% | +187+2.8% | Added |
| Eads & Heald Wealth Management | 6,945 | $216.0K | 0.10% | −202−2.8% | Reduced |
| Mercer Global Advisors Inc | 6,960 | $216.4K | 0.00% | −4,597−39.8% | Reduced |
| Entropy Technologies, LP | 7,094 | $220.6K | 0.02% | +7,094 | New |
| Korea Investment CORP | 7,109 | $221.1K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 7,117 | $221.3K | 0.01% | −362−4.8% | Reduced |
| Apollon Wealth Management, LLC | 7,128 | $221.7K | 0.01% | +7,128 | New |
| Terry L. Blaker | 7,298 | $227.0K | 0.01% | −2,689−26.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,346 | $228.4K | 0.00% | +773+11.8% | Added |
| Prime Capital Investment Advisors, LLC | 7,507 | $233.5K | 0.00% | −227−2.9% | Reduced |
| Sapient Capital LLC | 7,616 | $236.9K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,616 | $236.9K | 0.01% | +10.0% | Added |
| Sym Financial Corp | 7,769 | $241.6K | 0.04% | +7,769 | New |
| Kestra Private Wealth Services, LLC | 7,885 | $245.2K | 0.00% | −3,367−29.9% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $245.4K | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,997 | $248.7K | 0.03% | +7,997 | New |
| Bradley Foster & Sargent Inc | 8,010 | $249.1K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,018 | $249.4K | 0.01% | −373−4.4% | Reduced |
| SpiderRock Advisors, LLC | 8,057 | $250.6K | 0.01% | −10,268−56.0% | Reduced |
| Parallel Advisors, LLC | 8,071 | $251.0K | 0.01% | +10+0.1% | Added |
| Old National Bancorp | 8,090 | $251.6K | 0.01% | −87−1.1% | Reduced |
| Plancorp, LLC | 8,230 | $255.9K | 0.01% | +10+0.1% | Added |
| Sage Rhino Capital LLC | 8,278 | $257.4K | 0.06% | +1,462+21.4% | Added |
| Steward Partners Investment Advisory, LLC | 8,283 | $257.6K | 0.00% | +36+0.4% | Added |
| Corebridge Financial, Inc. | 8,459 | $263.1K | 0.00% | +8,459 | New |
| M&T Bank Corp | 8,513 | $264.8K | 0.00% | −307−3.5% | Reduced |
| Evergreen Capital Management LLC | 8,516 | $264.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,591 | $267.2K | 0.00% | +8,591 | New |
| Security Financial Services, INC. | 8,706 | $270.8K | 0.06% | −124−1.4% | Reduced |
| Hilltop Holdings Inc. | 8,764 | $272.5K | 0.03% | +80+0.9% | Added |
| Brave Asset Management Inc | 8,776 | $272.9K | 0.07% | +60+0.7% | Added |
| HighPoint Advisor Group LLC | 8,140 | $273.0K | 0.02% | +575+7.6% | Added |
| Systematic Portfolios LLC | 8,867 | $275.8K | 1.92% | +8,867 | New |
| Utah Retirement Systems | 9,300 | $289.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,442 | $290.3K | 0.00% | −414−4.2% | Reduced |
| Boothbay Fund Management, LLC | 9,389 | $292.0K | 0.01% | +9,389 | New |
| Paragon Capital Management Ltd | 9,391 | $292.1K | 0.05% | +9,391 | New |
| Wedmont Private Capital | 9,250 | $297.8K | 0.02% | +9,250 | New |
| BOS Asset Management, LLC | 9,588 | $298.2K | 0.14% | −20−0.2% | Reduced |
| Holistic Financial Partners | 9,630 | $299.5K | 0.15% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,688 | $301.3K | 0.00% | +9,488+4,744.0% | Added |
| Leavell Investment Management, Inc. | 9,722 | $302.0K | 0.02% | +75+0.8% | Added |
| Altus Wealth Group LLC | 9,860 | $306.6K | 0.15% | +9,860 | New |
| Gateway Investment Advisers LLC | 10,018 | $311.6K | 0.00% | +426+4.4% | Added |
| Avantax Advisory Services, Inc. | 10,023 | $311.7K | 0.00% | +10,023 | New |
| Longfellow Investment Management Co LLC | 10,067 | $313.1K | 0.08% | +69+0.7% | Added |
| Blair William & Co | 10,092 | $313.9K | 0.00% | −247−2.4% | Reduced |
| Sweet Financial Partners, LLC | 10,200 | $317.2K | 0.07% | 00.0% | Unchanged |