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, Q3 2024
Institutional positions in Lincoln National Corp as of Sep 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
- 532
- 0 vs. Q2 2024
- Shares held
- 125.7M
- +15.9M (+14.5%) vs. Q2 2024
- Total value
- $3.96B
- +$545.2M (+16.0%) vs. Q2 2024
- New holders
- 50
- 187 more added
- Sold out
- 50
- 185 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 21 | $0 | 0.00% | −11,886−99.8% | Reduced |
| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $253 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $316 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $441 | 0.00% | +14 | New |
| Mendota Financial Group, LLC | 16 | $505 | 0.00% | +16 | New |
| Voisard Asset Management Group, Inc. | 16 | $505 | 0.00% | +16 | New |
| SOA Wealth Advisors, LLC. | 20 | $640 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 21 | $662 | 0.00% | +21 | New |
| Fairscale Capital, LLC | 23 | $725 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $914 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $946 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $977 | 0.00% | +9+40.9% | Added |
| Caldwell Sutter Capital, Inc. | 36 | $1.13K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $1.32K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 44 | $1.39K | 0.00% | +44 | New |
| New England Capital Financial Advisors LLC | 45 | $1.43K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 55 | $1.75K | 0.00% | +55 | New |
| Bruce G. Allen Investments, LLC | 57 | $1.80K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 83 | $2.62K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 85 | $2.68K | 0.00% | −14−14.1% | Reduced |
| Gen-Wealth Partners Inc | 80 | $2.69K | 0.00% | +80 | New |
| Spire Wealth Management | 86 | $2.72K | 0.00% | +24+38.7% | Added |
| JFS Wealth Advisors, LLC | 90 | $2.84K | 0.00% | +12+15.4% | Added |
| Key Financial Inc | 100 | $3.15K | 0.00% | 00.0% | Unchanged |
| Natixis | 102 | $3.21K | 0.00% | −199−66.1% | Reduced |
| Bell Investment Advisors, Inc | 104 | $3.28K | 0.00% | +56+116.7% | Added |
| First Horizon Advisors, Inc. | 106 | $3.34K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 107 | $3.37K | 0.00% | −100−48.3% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $3.47K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.69K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $3.81K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.82K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 136 | $4.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.41K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.51K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 154 | $4.84K | 0.00% | +2+1.3% | Added |
| Archer Investment Corp | 158 | $4.98K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $5.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 171 | $5.39K | 0.00% | +121+242.0% | Added |
| Brown Brothers Harriman & Co | 175 | $5.51K | 0.00% | −150−46.2% | Reduced |
| McIlrath & Eck, LLC | 185 | $5.83K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 190 | $5.99K | 0.00% | −10−5.0% | Reduced |
| Hemington Wealth Management | 192 | $6.00K | 0.00% | +192 | New |
| Private Wealth Management Group, LLC | 205 | $6.46K | 0.00% | +1+0.5% | Added |
| Rakuten Securities, Inc. | 209 | $6.59K | 0.00% | −52−19.9% | Reduced |
| Pacific Center for Financial Services | 210 | $6.62K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 218 | $6.84K | 0.00% | +3+1.4% | Added |
| Geneos Wealth Management Inc. | 229 | $7.22K | 0.00% | +56+32.4% | Added |
| Skopos Labs, Inc. | 294 | $9.26K | 0.00% | +294 | New |
| Cullen/Frost Bankers, Inc. | 300 | $9.45K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 319 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $10.6K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 342 | $12.4K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 409 | $12.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 425 | $13.0K | 0.01% | −23−5.1% | Reduced |
| Oakworth Capital, Inc. | 414 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 417 | $13.1K | 0.00% | +417 | New |
| Aster Capital Management (DIFC) Ltd | 443 | $14.0K | 0.00% | +443 | New |
| Massmutual Trust Co FSB | 450 | $14.2K | 0.00% | +8+1.8% | Added |
| Principal Securities, Inc. | 470 | $14.8K | 0.00% | −81−14.7% | Reduced |
| Valley National Advisers Inc | 500 | $15.0K | 0.00% | −45−8.3% | Reduced |
| Point72 (DIFC) Ltd | 479 | $15.1K | 0.00% | −23,369−98.0% | Reduced |
| Cromwell Holdings LLC | 499 | $15.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 530 | $16.7K | 0.00% | +234+79.1% | Added |
| Private Trust Co NA | 596 | $18.8K | 0.00% | +500+520.8% | Added |
| M&R Capital Management Inc | 622 | $19.6K | 0.00% | +67+12.1% | Added |
| Riverview Trust Co | 688 | $21.7K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $23.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 750 | $23.6K | 0.01% | +750 | New |
| Central Pacific Bank - Trust Division | 780 | $24.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 809 | $25.5K | 0.00% | +9+1.1% | Added |
| Whittier Trust Co | 835 | $26.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $26.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 850 | $26.8K | 0.00% | +200+30.8% | Added |
| Laurel Wealth Advisors LLC | 852 | $26.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 913 | $28.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 941 | $29.7K | 0.00% | +45+5.0% | Added |
| Deseret Mutual Benefit Administrators | 953 | $30.0K | 0.02% | −232−19.6% | Reduced |
| NBT Bank N A | 960 | $30.3K | 0.00% | +960 | New |
| Adirondack Trust Co | 1,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $32.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,017 | $32.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,048 | $33.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,052 | $33.1K | 0.00% | −1−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,074 | $33.4K | 0.00% | +905+535.5% | Added |
| Transcendent Capital Group LLC | 1,084 | $34.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,086 | $34.2K | 0.00% | +530+95.3% | Added |
| Quent Capital, LLC | 1,117 | $35.2K | 0.00% | +20+1.8% | Added |
| Proequities, Inc. | 1,119 | $35.3K | 0.00% | −111−9.0% | Reduced |
| Hillsdale Investment Management Inc. | 1,150 | $36.2K | 0.00% | +1,150 | New |
| Barrett & Company, Inc. | 1,200 | $37.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $37.8K | 0.01% | +500+71.4% | Added |