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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1,263 | $39.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,280 | $40.3K | 0.00% | +1,280 | New |
| Lindbrook Capital, LLC | 1,294 | $40.8K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,300 | $41.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,341 | $42.3K | 0.00% | +7+0.5% | Added |
| CVA Family Office, LLC | 1,375 | $43.3K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,393 | $43.9K | 0.00% | −593−29.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,405 | $44.3K | 0.00% | −32−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,500 | $47.3K | 0.00% | +500+50.0% | Added |
| Meeder Asset Management Inc | 1,512 | $47.6K | 0.00% | +1,512 | New |
| Global Retirement Partners, LLC | 1,543 | $48.6K | 0.00% | −144−8.5% | Reduced |
| National Bank of Canada | 1,567 | $49.4K | 0.00% | −44,287−96.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $50.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,473 | $51.5K | 0.01% | −80−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,718 | $54.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,653 | $54.2K | 0.00% | −600−26.6% | Reduced |
| DT Investment Partners, LLC | 1,736 | $54.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,750 | $55.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,767 | $55.7K | 0.01% | −657−27.1% | Reduced |
| Smartleaf Asset Management LLC | 1,841 | $57.8K | 0.01% | +527+40.1% | Added |
| Atlas Capital Advisors LLC | 1,957 | $61.7K | 0.01% | −9,446−82.8% | Reduced |
| Venturi Wealth Management, LLC | 2,083 | $65.6K | 0.00% | +1,711+459.9% | Added |
| Anchor Investment Management, LLC | 2,495 | $78.6K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,555 | $80.5K | 0.01% | −66,038−96.3% | Reduced |
| Leonteq Securities AG | 2,560 | $80.7K | 0.01% | +21+0.8% | Added |
| Clearstead Advisors, LLC | 2,592 | $81.7K | 0.00% | −2,000−43.6% | Reduced |
| Quarry LP | 2,793 | $88.0K | 0.03% | +526+23.2% | Added |
| Sandy Spring Bank | 2,794 | $88.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,980 | $93.9K | 0.00% | −67−2.2% | Reduced |
| Wintrust Investments LLC | 3,228 | $101.0K | 0.07% | −19,457−85.8% | Reduced |
| Hexagon Capital Partners LLC | 3,502 | $110.3K | 0.02% | +411+13.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,816 | $120.2K | 0.02% | −8,560−69.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,000 | $126.0K | 0.00% | −115−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,130 | $130.1K | 0.00% | −27,825−87.1% | Reduced |
| Nomura Asset Management Co Ltd | 4,330 | $136.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,364 | $137.5K | 0.01% | −61−1.4% | Reduced |
| Huntington National Bank | 4,892 | $154.1K | 0.00% | −198−3.9% | Reduced |
| Delta Asset Management LLC | 5,000 | $157.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,167 | $162.8K | 0.00% | −76−1.4% | Reduced |
| KBC Group NV | 5,299 | $167.0K | 0.00% | +962+22.2% | Added |
| North Star Investment Management Corp. | 5,615 | $176.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 5,894 | $185.7K | 0.00% | +23+0.4% | Added |
| GAMMA Investing LLC | 6,140 | $193.5K | 0.02% | −467−7.1% | Reduced |
| Apollon Wealth Management, LLC | 6,433 | $202.7K | 0.01% | −695−9.8% | Reduced |
| Meeder Advisory Services, Inc. | 6,484 | $204.3K | 0.01% | +6,484 | New |
| Rothschild Investment LLC | 6,486 | $204.4K | 0.01% | −4−0.1% | Reduced |
| StoneX Group Inc. | 6,531 | $205.8K | 0.01% | +6,531 | New |
| Xponance, Inc. | 6,569 | $207.0K | 0.00% | +6,569 | New |
| Barr E S & Co | 6,635 | $209.1K | 0.01% | +6,635 | New |
| Roman Butler Fullerton & Co | 6,267 | $210.7K | 0.06% | +6,267 | New |
| Brookstone Capital Management | 6,808 | $214.5K | 0.00% | +397+6.2% | Added |
| Diversified Trust Co | 6,897 | $217.3K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 7,095 | $222.7K | 0.02% | +7,095 | New |
| Shelton Capital Management | 7,117 | $224.3K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 7,247 | $228.4K | 0.13% | +7,247 | New |
| GSG Advisors LLC | 7,436 | $229.8K | 0.08% | −2,789−27.3% | Reduced |
| Terry L. Blaker | 7,298 | $230.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,365 | $232.1K | 0.01% | −47,464−86.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,427 | $234.0K | 0.00% | −80−1.1% | Reduced |
| Berger Financial Group, Inc | 7,449 | $234.7K | 0.02% | +7,449 | New |
| Eads & Heald Wealth Management | 7,490 | $236.0K | 0.11% | +545+7.8% | Added |
| Quest Partners LLC | 7,573 | $238.6K | 0.02% | +2,282+43.1% | Added |
| Sym Financial Corp | 7,600 | $239.5K | 0.03% | −169−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 7,616 | $240.0K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 7,616 | $240.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,682 | $242.1K | 0.00% | −28,515−78.8% | Reduced |
| Wetherby Asset Management Inc | 7,851 | $247.4K | 0.01% | −167−2.1% | Reduced |
| State of Wyoming | 7,858 | $247.6K | 0.04% | +3,407+76.5% | Added |
| Provenance Wealth Advisors, LLC | 7,890 | $248.6K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,955 | $250.7K | 0.00% | −504−6.0% | Reduced |
| Bradley Foster & Sargent Inc | 8,010 | $252.4K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,104 | $255.4K | 0.06% | −174−2.1% | Reduced |
| Parallel Advisors, LLC | 8,125 | $256.0K | 0.01% | +54+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,208 | $258.6K | 0.00% | −75−0.9% | Reduced |
| Versor Investments LP | 8,216 | $258.9K | 0.04% | +8,216 | New |
| Plancorp, LLC | 8,236 | $259.5K | 0.01% | +6+0.1% | Added |
| M&T Bank Corp | 8,335 | $262.6K | 0.00% | −178−2.1% | Reduced |
| Old National Bancorp | 8,415 | $265.2K | 0.01% | +325+4.0% | Added |
| Evergreen Capital Management LLC | 8,516 | $268.3K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 8,551 | $269.0K | 0.03% | −18,917−68.9% | Reduced |
| Mercer Global Advisors Inc | 8,723 | $270.5K | 0.00% | +1,763+25.3% | Added |
| Daiwa Securities Group Inc. | 8,700 | $274.0K | 0.00% | +8,700 | New |
| Boothbay Fund Management, LLC | 8,709 | $274.4K | 0.01% | −680−7.2% | Reduced |
| HighPoint Advisor Group LLC | 8,198 | $274.8K | 0.02% | +58+0.7% | Added |
| Security Financial Services, INC. | 8,727 | $275.0K | 0.06% | +21+0.2% | Added |
| XTX Topco Ltd | 8,740 | $275.4K | 0.02% | −29,709−77.3% | Reduced |
| CIBC Private Wealth Group, LLC | 8,833 | $278.3K | 0.00% | −609−6.4% | Reduced |
| Brave Asset Management Inc | 8,836 | $278.4K | 0.07% | +60+0.7% | Added |
| Hilltop Holdings Inc. | 8,876 | $279.7K | 0.02% | +112+1.3% | Added |
| EP Wealth Advisors, LLC | 9,032 | $284.6K | 0.00% | +9,032 | New |
| Leavell Investment Management, Inc. | 9,047 | $285.1K | 0.01% | −675−6.9% | Reduced |
| Ethic Inc. | 9,069 | $289.6K | 0.01% | −1,703−15.8% | Reduced |
| Wedmont Private Capital | 9,385 | $292.1K | 0.02% | +135+1.5% | Added |
| Utah Retirement Systems | 9,300 | $293.0K | 0.00% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 9,357 | $294.8K | 0.13% | +9,357 | New |
| Paragon Capital Management Ltd | 9,507 | $299.6K | 0.06% | +116+1.2% | Added |
| Strategic Blueprint, LLC | 9,612 | $302.9K | 0.02% | +9,612 | New |
| Holistic Financial Partners | 9,630 | $303.4K | 0.15% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 9,752 | $307.3K | 0.00% | −9,717−49.9% | Reduced |
| Gateway Investment Advisers LLC | 10,019 | $315.7K | 0.00% | +10.0% | Added |