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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 10,033 | $316.0K | 0.03% | +10,033 | New |
| Longfellow Investment Management Co LLC | 10,128 | $319.1K | 0.08% | +61+0.6% | Added |
| Sweet Financial Partners, LLC | 10,200 | $321.4K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 10,207 | $321.6K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,233 | $322.4K | 0.01% | −472−4.4% | Reduced |
| Mill Capital Management, LLC | 10,244 | $322.8K | 0.03% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 10,561 | $332.8K | 0.12% | +973+10.1% | Added |
| Crossmark Global Holdings, Inc. | 10,587 | $333.0K | 0.01% | −61−0.6% | Reduced |
| Keystone Financial Group | 10,586 | $333.6K | 0.04% | +122+1.2% | Added |
| Meridian Investment Counsel Inc. | 10,705 | $337.3K | 0.10% | −450−4.0% | Reduced |
| Avantax Advisory Services, Inc. | 10,710 | $337.5K | 0.00% | +687+6.9% | Added |
| Guggenheim Capital LLC | 10,750 | $338.7K | 0.00% | +142+1.3% | Added |
| Greenleaf Trust | 10,806 | $340.5K | 0.00% | −162−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 10,861 | $342.2K | 0.01% | +40.0% | Added |
| Johnson Investment Counsel Inc | 10,908 | $343.7K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 10,977 | $345.9K | 0.00% | +885+8.8% | Added |
| Prelude Capital Management, LLC | 11,000 | $346.6K | 0.03% | −193−1.7% | Reduced |
| Chapin Davis, Inc. | 11,080 | $349.1K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,196 | $352.8K | 0.00% | +204+1.9% | Added |
| Pallas Capital Advisors LLC | 10,830 | $354.9K | 0.02% | +796+7.9% | Added |
| Resources Investment Advisors, LLC. | 11,318 | $356.6K | 0.00% | +3,972+54.1% | Added |
| Glenmede Trust Co NA | 11,452 | $360.9K | 0.00% | −262−2.2% | Reduced |
| United Services Automobile Association | 11,459 | $361.1K | 0.01% | −1,958−14.6% | Reduced |
| Abel Hall, LLC | 11,460 | $361.1K | 0.24% | +40.0% | Added |
| Coldstream Capital Management Inc | 11,770 | $372.1K | 0.01% | −1,188−9.2% | Reduced |
| ISAM Funds (UK) Ltd | 11,922 | $375.7K | 0.21% | +1,278+12.0% | Added |
| Cito Capital Group, LLC | 12,000 | $378.0K | 0.14% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 12,244 | $385.8K | 0.02% | +12,244 | New |
| Mackenzie Financial Corp | 12,464 | $392.7K | 0.00% | −37,316−75.0% | Reduced |
| Keybank National Association | 12,554 | $395.6K | 0.00% | +149+1.2% | Added |
| Tiaa Trust, National Association | 12,794 | $403.1K | 0.00% | +2,044+19.0% | Added |
| Brown Advisory Inc | 12,815 | $403.8K | 0.00% | −10−0.1% | Reduced |
| Virtu Financial LLC | 12,996 | $409.0K | 0.02% | −467−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 13,078 | $412.1K | 0.00% | +9,378+253.5% | Added |
| Sound View Wealth Advisors Group, LLC | 13,327 | $419.9K | 0.03% | +1,650+14.1% | Added |
| Farther Finance Advisors, LLC | 13,452 | $423.9K | 0.02% | +2,363+21.3% | Added |
| Matisse Capital | 13,500 | $425.4K | 0.21% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 13,586 | $428.1K | 0.01% | +13,586 | New |
| Altus Wealth Group LLC | 13,847 | $436.3K | 0.19% | +3,987+40.4% | Added |
| Concurrent Investment Advisors, LLC | 14,055 | $442.9K | 0.01% | −1,695−10.8% | Reduced |
| Jones Financial Companies LLLP | 14,103 | $443.1K | 0.00% | +4,415+45.6% | Added |
| State of Wisconsin Investment Board | 14,342 | $451.9K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,594 | $459.9K | 0.00% | +14,594 | New |
| Stephens Inc | 14,702 | $463.3K | 0.01% | +800+5.8% | Added |
| CWM, LLC | 14,879 | $469.0K | 0.00% | +590+4.1% | Added |
| 180 Wealth Advisors, LLC | 14,991 | $472.4K | 0.07% | +808+5.7% | Added |
| Guyasuta Investment Advisors Inc | 15,000 | $472.6K | 0.03% | −12,000−44.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $494.0K | 0.06% | 00.0% | Unchanged |
| Holderness Investments Co | 15,721 | $495.4K | 0.11% | 00.0% | Unchanged |
| Numerai GP LLC | 15,772 | $497.0K | 0.13% | −25,971−62.2% | Reduced |
| Jacobi Capital Management LLC | 15,891 | $500.7K | 0.04% | −326−2.0% | Reduced |
| Danske Bank A/S | 15,928 | $501.9K | 0.00% | +15,928 | New |
| Veriti Management LLC | 16,383 | $516.2K | 0.03% | −284−1.7% | Reduced |
| PFG Investments, LLC | 16,392 | $516.5K | 0.03% | −1,663−9.2% | Reduced |
| Qsemble Capital Management, LP | 16,423 | $517.5K | 0.10% | −4,353−21.0% | Reduced |
| Triasima Portfolio Management inc. | 16,525 | $520.7K | 0.12% | −87,410−84.1% | Reduced |
| Sterling Capital Management LLC | 16,549 | $521.5K | 0.01% | +16,549 | New |
| Cim Investment Mangement Inc | 16,709 | $526.5K | 0.16% | −412−2.4% | Reduced |
| Toroso Investments, LLC | 16,731 | $527.2K | 0.01% | −2,619−13.5% | Reduced |
| Bryn Mawr Trust Co | 16,992 | $535.4K | 0.01% | +16,992 | New |
| Contravisory Investment Management, Inc. | 16,995 | $535.5K | 0.11% | −271−1.6% | Reduced |
| Aigen Investment Management, LP | 17,087 | $538.4K | 0.11% | −18,203−51.6% | Reduced |
| RSM US Wealth Management LLC | 17,436 | $538.8K | 0.01% | −287−1.6% | Reduced |
| Prospera Financial Services Inc | 17,097 | $538.8K | 0.01% | −202−1.2% | Reduced |
| Brevan Howard Capital Management LP | 17,158 | $540.6K | 0.03% | +44+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 17,208 | $542.0K | 0.06% | −20,583−54.5% | Reduced |
| PEAK6 Investments LLC | 17,958 | $565.9K | 0.03% | +17,958 | New |
| Public Employees Retirement Association of Colorado | 17,968 | $566.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 18,437 | $580.9K | 0.00% | −54−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 18,462 | $581.8K | 0.01% | −653−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 18,582 | $585.5K | 0.17% | −21,511−53.7% | Reduced |
| Ieq Capital, LLC | 18,585 | $585.6K | 0.01% | −871−4.5% | Reduced |
| Quadrature Capital Ltd | 18,586 | $585.6K | 0.01% | −2,329−11.1% | Reduced |
| United Capital Financial Advisers, LLC | 18,640 | $587.4K | 0.00% | −893−4.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 16,258 | $587.6K | 0.36% | −373−2.2% | Reduced |
| MTM Investment Management, LLC | 18,612 | $592.6K | 0.23% | 00.0% | Unchanged |
| Cowa, LLC | 18,949 | $597.1K | 0.28% | +1,913+11.2% | Added |
| HB Wealth Management, LLC | 19,189 | $604.6K | 0.01% | −399−2.0% | Reduced |
| 1620 Investment Advisors, Inc. | 19,378 | $610.6K | 0.44% | +177+0.9% | Added |
| Phillips Financial Management, LLC | 19,490 | $614.1K | 0.05% | +877+4.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,640 | $618.9K | 0.08% | −358−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 19,932 | $628.1K | 0.01% | +11,341+132.0% | Added |
| AE Wealth Management LLC | 20,418 | $643.4K | 0.01% | −213−1.0% | Reduced |
| OmniStar Financial Group, Inc. | 20,557 | $647.8K | 0.49% | +94+0.5% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $653.5K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 20,835 | $654.6K | 0.02% | +8,527+69.3% | Added |
| Signaturefd, LLC | 20,808 | $655.7K | 0.01% | +169+0.8% | Added |
| Independent Advisor Alliance | 20,952 | $660.2K | 0.02% | −21,786−51.0% | Reduced |
| BluePath Capital Management, LLC | 21,033 | $662.8K | 0.42% | −3,589−14.6% | Reduced |
| Cullinan Associates Inc | 20,800 | $685.3K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 21,922 | $690.8K | 0.00% | +1,451+7.1% | Added |
| Jefferies Financial Group Inc. | 22,000 | $693.2K | 0.01% | +22,000 | New |
| Teacher Retirement System of Texas | 22,318 | $703.0K | 0.00% | +7,819+53.9% | Added |
| Neuberger Berman Group LLC | 22,546 | $710.4K | 0.00% | −827−3.5% | Reduced |
| MML Investors Services, LLC | 22,711 | $716.0K | 0.00% | −5,746−20.2% | Reduced |
| Register Financial Advisors LLC | 23,137 | $729.0K | 0.37% | +1,503+6.9% | Added |
| Boit C F David | 23,990 | $734.3K | 0.36% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 24,322 | $766.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,361 | $767.6K | 0.00% | −1,980−7.5% | Reduced |
| Oak Thistle LLC | 24,380 | $768.2K | 0.25% | +12,724+109.2% | Added |