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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 4,352 | $135.3K | 0.06% | +2,640+154.2% | Added |
| KBC Group NV | 4,337 | $135.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,330 | $134.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,115 | $128.0K | 0.00% | +1,000+32.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,700 | $115.1K | 0.00% | −32,600−89.8% | Reduced |
| Hexagon Capital Partners LLC | 3,091 | $96.1K | 0.02% | −149−4.6% | Reduced |
| MetLife Investment Management | 3,047 | $94.8K | 0.00% | −897−22.7% | Reduced |
| Sandy Spring Bank | 2,794 | $86.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,759 | $86.0K | 0.01% | −5,547−66.8% | Reduced |
| Leonteq Securities AG | 2,539 | $79.0K | 0.01% | −4,956−66.1% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $77.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,424 | $75.4K | 0.02% | +15+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,253 | $73.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,267 | $70.5K | 0.03% | +2,267 | New |
| Allspring Global Investments Holdings, LLC | 2,044 | $63.6K | 0.00% | +821+67.1% | Added |
| Federated Hermes, Inc. | 1,986 | $61.8K | 0.00% | −201−9.2% | Reduced |
| Gradient Investments LLC | 1,851 | $57.6K | 0.00% | −14−0.8% | Reduced |
| Versant Capital Management, Inc | 1,750 | $54.4K | 0.01% | −58−3.2% | Reduced |
| DT Investment Partners, LLC | 1,736 | $54.0K | 0.00% | −264−13.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,718 | $53.4K | 0.00% | +101+6.2% | Added |
| Clear Street Markets LLC | 1,712 | $53.0K | 0.02% | −288−14.4% | Reduced |
| Global Retirement Partners, LLC | 1,687 | $52.5K | 0.00% | +20+1.2% | Added |
| Friedenthal Financial | 1,632 | $50.8K | 0.03% | +1,632 | New |
| Blue Bell Private Wealth Management, LLC | 1,610 | $50.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,553 | $48.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,437 | $47.9K | 0.00% | +20+1.4% | Added |
| CVA Family Office, LLC | 1,375 | $42.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,334 | $42.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,314 | $41.0K | 0.01% | +786+148.9% | Added |
| Painted Porch Advisors LLC | 1,300 | $40.4K | 0.02% | +1,300 | New |
| Lindbrook Capital, LLC | 1,294 | $40.2K | 0.00% | −5−0.4% | Reduced |
| Harbour Investments, Inc. | 1,263 | $39.3K | 0.00% | −130−9.3% | Reduced |
| Innealta Capital, LLC | 1,239 | $38.5K | 0.01% | −10,156−89.1% | Reduced |
| Proequities, Inc. | 1,230 | $38.3K | 0.00% | +111+9.9% | Added |
| Barrett & Company, Inc. | 1,200 | $37.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,185 | $36.9K | 0.02% | −188−13.7% | Reduced |
| Quent Capital, LLC | 1,097 | $34.1K | 0.00% | +2+0.2% | Added |
| Toth Financial Advisory Corp | 1,095 | $34.1K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,084 | $33.7K | 0.02% | −8,116−88.2% | Reduced |
| Westend Capital Management, LLC | 1,048 | $32.8K | 0.01% | −200−16.0% | Reduced |
| Parkside Financial Bank & Trust | 1,053 | $32.8K | 0.01% | −3,516−77.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,025 | $32.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,017 | $31.6K | 0.00% | +1,017 | 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 |
| Adirondack Trust Co | 1,000 | $31.1K | 0.01% | +1,000 | New |
| HHM Wealth Advisors, LLC | 913 | $28.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 896 | $27.9K | 0.00% | −150−14.3% | Reduced |
| Laurel Wealth Advisors LLC | 852 | $26.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $26.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 835 | $26.0K | 0.00% | +431+106.7% | Added |
| Trust Co of Vermont | 800 | $24.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 787 | $24.5K | 0.00% | +787 | New |
| Central Pacific Bank - Trust Division | 780 | $24.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $23.3K | 0.01% | +750 | New |
| Catalyst Funds Management Pty Ltd | 700 | $21.8K | 0.01% | +700 | New |
| Riverview Trust Co | 688 | $21.4K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 665 | $20.7K | 0.01% | −750−53.0% | Reduced |
| Carolinas Wealth Consulting LLC | 650 | $20.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 556 | $17.3K | 0.00% | +23+4.3% | Added |
| M&R Capital Management Inc | 555 | $17.3K | 0.00% | −12−2.1% | Reduced |
| Principal Securities, Inc. | 551 | $17.1K | 0.00% | −17−3.0% | Reduced |
| Valley National Advisers Inc | 545 | $16.0K | 0.00% | −25−4.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $15.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 499 | $15.5K | 0.01% | +499 | New |
| Covestor Ltd | 448 | $14.0K | 0.01% | −6−1.3% | Reduced |
| Asset Dedication, LLC | 443 | $13.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 442 | $13.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $12.9K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 409 | $12.7K | 0.00% | +335+452.7% | Added |
| Venturi Wealth Management, LLC | 372 | $11.6K | 0.00% | +12+3.3% | Added |
| Tidemark, LLC | 335 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 325 | $10.1K | 0.00% | −175−35.0% | Reduced |
| Semmax Financial Advisors Inc. | 342 | $10.1K | 0.00% | −455−57.1% | Reduced |
| Natixis | 301 | $9.36K | 0.00% | +301 | New |
| Cullen/Frost Bankers, Inc. | 300 | $9.33K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $9.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 296 | $9.21K | 0.00% | +122+70.1% | Added |
| NBC Securities, Inc. | 319 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 261 | $8.12K | 0.00% | +32+14.0% | Added |
| PSI Advisors, LLC | 215 | $6.67K | 0.00% | +4+1.9% | Added |
| Pacific Center for Financial Services | 210 | $6.53K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 207 | $6.44K | 0.00% | +7+3.5% | Added |
| Private Wealth Management Group, LLC | 204 | $6.34K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 200 | $6.22K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 200 | $6.22K | 0.00% | +200 | New |
| Family Firm, Inc. | 192 | $5.99K | 0.00% | +192 | New |
| McIlrath & Eck, LLC | 185 | $5.75K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $5.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 173 | $5.38K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $4.91K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 152 | $4.72K | 0.00% | +52+52.0% | Added |
| Strategic Investment Solutions, Inc. | 136 | $4.53K | 0.00% | +136 | New |
| American Capital Advisory, LLC | 167 | $4.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.45K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.35K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.77K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $3.76K | 0.00% | +121 | New |
| Prestige Wealth Management Group LLC | 117 | $3.64K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.51K | 0.00% | 00.0% | Unchanged |