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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 25,130 | $791.8K | 0.00% | +3,955+18.7% | Added |
| Kovitz Investment Group Partners, LLC | 27,340 | $792.2K | 0.01% | +27,340 | New |
| Mutual of America Capital Management LLC | 25,599 | $806.6K | 0.01% | −2,348−8.4% | Reduced |
| Entropy Technologies, LP | 25,724 | $810.6K | 0.09% | +18,630+262.6% | Added |
| Intellectus Partners, LLC | 26,054 | $821.0K | 0.21% | −325−1.2% | Reduced |
| Petrus Trust Company, LTA | 26,284 | $828.2K | 0.08% | +26,284 | New |
| HighTower Advisors, LLC | 26,796 | $842.0K | 0.00% | −2,459−8.4% | Reduced |
| Handelsbanken Fonder AB | 26,800 | $844.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 26,790 | $844.0K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 27,453 | $865.1K | 0.01% | −2,838−9.4% | Reduced |
| Sigma Planning Corp | 27,780 | $875.4K | 0.03% | +1,435+5.4% | Added |
| JustInvest LLC | 28,043 | $883.6K | 0.01% | +2,992+11.9% | Added |
| Mariner, LLC | 28,353 | $893.1K | 0.00% | −1,180−4.0% | Reduced |
| Wealthcare Advisory Partners LLC | 28,829 | $908.4K | 0.03% | +634+2.2% | Added |
| Cornerstone Wealth Management, LLC | 28,950 | $912.2K | 0.06% | +50.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,929 | $943.1K | 0.00% | −2,247−7.0% | Reduced |
| IFP Advisors, Inc | 29,937 | $943.4K | 0.03% | −56,143−65.2% | Reduced |
| Natixis Advisors, L.P. | 31,309 | $987.0K | 0.00% | −9,259−22.8% | Reduced |
| Birmingham Capital Management Co Inc | 31,600 | $995.7K | 0.36% | 00.0% | Unchanged |
| Interval Partners, LP | 32,316 | $1.02M | 0.03% | −101,903−75.9% | Reduced |
| Savant Capital, LLC | 32,643 | $1.03M | 0.01% | +748+2.3% | Added |
| Toronto Dominion Bank | 33,400 | $1.05M | 0.00% | −11,200−25.1% | Reduced |
| Keynote Financial Services LLC | 33,491 | $1.06M | 0.81% | −2,070−5.8% | Reduced |
| Advisors Preferred, LLC | 34,746 | $1.07M | 0.16% | −135,695−79.6% | Reduced |
| Pictet Asset Management Holding SA | 34,095 | $1.07M | 0.00% | +3,952+13.1% | Added |
| Oppenheimer & Co Inc | 34,359 | $1.08M | 0.02% | −6,993−16.9% | Reduced |
| Stratos Wealth Partners, LTD. | 34,988 | $1.10M | 0.02% | −632−1.8% | Reduced |
| Benjamin Edwards Inc | 35,474 | $1.12M | 0.02% | +35,474 | New |
| Capital Investment Advisory Services, LLC | 36,150 | $1.14M | 0.11% | +1,008+2.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,379 | $1.15M | 0.01% | −259−0.7% | Reduced |
| Two Sigma Securities, LLC | 36,525 | $1.15M | 0.09% | −14,956−29.1% | Reduced |
| Mork Capital Management, LLC | 36,680 | $1.16M | 0.83% | 00.0% | Unchanged |
| Trust Investment Advisors | 36,716 | $1.16M | 0.74% | −2,493−6.4% | Reduced |
| Sciencast Management LP | 36,898 | $1.16M | 0.34% | −1,197−3.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,203 | $1.17M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 37,296 | $1.18M | 0.01% | +37,296 | New |
| Ted Buchan & Co | 37,458 | $1.18M | 0.56% | −6,307−14.4% | Reduced |
| Ellis Investment Partners, LLC | 37,968 | $1.20M | 0.23% | +2,768+7.9% | Added |
| Greenwood Capital Associates LLC | 38,212 | $1.20M | 0.16% | +197+0.5% | Added |
| Teza Capital Management LLC | 38,257 | $1.21M | 0.13% | +22,647+145.1% | Added |
| Todd Asset Management LLC | 38,434 | $1.21M | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 38,598 | $1.22M | 0.35% | +19,928+106.7% | Added |
| Insight Inv LLC | 39,535 | $1.25M | 1.05% | −300−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 40,107 | $1.26M | 0.02% | −1,213−2.9% | Reduced |
| GWM Advisors LLC | 40,242 | $1.27M | 0.01% | +2,557+6.8% | Added |
| Manufacturers Life Insurance Company, The | 40,492 | $1.28M | 0.00% | +221+0.5% | Added |
| Kestra Advisory Services, LLC | 40,587 | $1.28M | 0.01% | +3,006+8.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,968 | $1.29M | 0.08% | +40,968 | New |
| Northwestern Mutual Wealth Management Co | 41,045 | $1.29M | 0.00% | −174−0.4% | Reduced |
| US Bancorp | 42,265 | $1.33M | 0.00% | −20,220−32.4% | Reduced |
| New Century Financial Group, LLC | 42,457 | $1.34M | 0.49% | −150.0% | Reduced |
| D. E. Shaw & Co., Inc. | 42,820 | $1.35M | 0.00% | −10,058−19.0% | Reduced |
| Walleye Capital LLC | 43,072 | $1.36M | 0.01% | +37,294+645.4% | Added |
| Captrust Financial Advisors | 43,323 | $1.37M | 0.00% | −9,766−18.4% | Reduced |
| Private Advisor Group, LLC | 43,877 | $1.38M | 0.01% | −34,632−44.1% | Reduced |
| Russell Investments Group, Ltd. | 45,816 | $1.44M | 0.00% | +788+1.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,825 | $1.48M | 0.00% | +46,825 | New |
| Cresset Asset Management, LLC | 47,894 | $1.51M | 0.01% | +7,469+18.5% | Added |
| Beacon Pointe Advisors, LLC | 48,201 | $1.52M | 0.02% | +2,872+6.3% | Added |
| American Century Companies Inc | 48,364 | $1.52M | 0.00% | +2,520+5.5% | Added |
| Arizona State Retirement System | 48,958 | $1.54M | 0.01% | +1,458+3.1% | Added |
| STRS Ohio | 51,394 | $1.62M | 0.01% | +10,052+24.3% | Added |
| Axq Capital, LP | 51,852 | $1.63M | 0.49% | +24,311+88.3% | Added |
| Allen Wealth Management, LLC | 52,199 | $1.64M | 1.14% | +6,086+13.2% | Added |
| Ensign Peak Advisors, Inc | 53,158 | $1.68M | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 53,200 | $1.68M | 0.04% | +16,900+46.6% | Added |
| Amalgamated Bank | 53,223 | $1.68M | 0.01% | −2,053−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 53,673 | $1.69M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 54,098 | $1.70M | 0.01% | +5,390+11.1% | Added |
| Pathstone Holdings, LLC | 55,749 | $1.76M | 0.01% | −6,788−10.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 54,496 | $1.79M | 0.02% | +1,619+3.1% | Added |
| CIBC Asset Management Inc | 58,075 | $1.83M | 0.01% | −372−0.6% | Reduced |
| Cerity Partners LLC | 59,029 | $1.86M | 0.00% | +12,704+27.4% | Added |
| Voya Investment Management LLC | 60,643 | $1.91M | 0.00% | +4,011+7.1% | Added |
| Sanctuary Advisors, LLC | 54,770 | $1.94M | 0.01% | −3,058−5.3% | Reduced |
| State of New Jersey Common Pension Fund D | 61,774 | $1.95M | 0.01% | −699−1.1% | Reduced |
| Amundi | 62,142 | $1.95M | 0.00% | +35,963+137.4% | Added |
| Naples Global Advisors, LLC | 62,157 | $1.96M | 0.18% | −3,338−5.1% | Reduced |
| Unison Advisors LLC | 63,328 | $2.00M | 0.24% | +899+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 63,900 | $2.01M | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 64,553 | $2.03M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 66,137 | $2.06M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 66,550 | $2.10M | 0.01% | +1,688+2.6% | Added |
| Gsa Capital Partners LLP | 66,662 | $2.10M | 0.16% | +51,313+334.3% | Added |
| Cetera Investment Advisers | 67,107 | $2.11M | 0.00% | +4,302+6.8% | Added |
| Maryland State Retirement & Pension System | 67,178 | $2.12M | 0.04% | −5,902−8.1% | Reduced |
| Capstone Investment Advisors, LLC | 68,562 | $2.16M | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 69,049 | $2.18M | 0.00% | +21,176+44.2% | Added |
| Woodstock Corp | 70,293 | $2.21M | 0.21% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 71,337 | $2.25M | 0.02% | −2,806−3.8% | Reduced |
| Janus Henderson Group PLC | 74,300 | $2.34M | 0.00% | −7,800−9.5% | Reduced |
| Treasurer of the State of North Carolina | 74,336 | $2.34M | 0.01% | +310+0.4% | Added |
| Verition Fund Management LLC | 75,696 | $2.39M | 0.02% | +22,707+42.9% | Added |
| Hedeker Wealth, LLC | 81,402 | $2.56M | 0.68% | +1,034+1.3% | Added |
| Louisiana State Employees Retirement System | 82,300 | $2.59M | 0.05% | −3,200−3.7% | Reduced |
| Engineers Gate Manager LP | 82,335 | $2.59M | 0.05% | +35,213+74.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,518 | $2.60M | 0.01% | +12,343+17.6% | Added |
| Storebrand Asset Management AS | 83,650 | $2.64M | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 83,734 | $2.64M | 0.08% | +83,734 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 84,782 | $2.67M | 0.18% | +70+0.1% | Added |