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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 36,525 | $1.15M | 0.09% | −14,956−29.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,379 | $1.15M | 0.01% | −259−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 36,150 | $1.14M | 0.11% | +1,008+2.9% | Added |
| Benjamin Edwards Inc | 35,474 | $1.12M | 0.02% | +35,474 | New |
| Stratos Wealth Partners, LTD. | 34,988 | $1.10M | 0.02% | −632−1.8% | Reduced |
| Oppenheimer & Co Inc | 34,359 | $1.08M | 0.02% | −6,993−16.9% | Reduced |
| Pictet Asset Management Holding SA | 34,095 | $1.07M | 0.00% | +3,952+13.1% | Added |
| Advisors Preferred, LLC | 34,746 | $1.07M | 0.16% | −135,695−79.6% | Reduced |
| Keynote Financial Services LLC | 33,491 | $1.06M | 0.81% | −2,070−5.8% | Reduced |
| Toronto Dominion Bank | 33,400 | $1.05M | 0.00% | −11,200−25.1% | Reduced |
| Savant Capital, LLC | 32,643 | $1.03M | 0.01% | +748+2.3% | Added |
| Interval Partners, LP | 32,316 | $1.02M | 0.03% | −101,903−75.9% | Reduced |
| Birmingham Capital Management Co Inc | 31,600 | $995.7K | 0.36% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 31,309 | $987.0K | 0.00% | −9,259−22.8% | Reduced |
| IFP Advisors, Inc | 29,937 | $943.4K | 0.03% | −56,143−65.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,929 | $943.1K | 0.00% | −2,247−7.0% | Reduced |
| Cornerstone Wealth Management, LLC | 28,950 | $912.2K | 0.06% | +50.0% | Added |
| Wealthcare Advisory Partners LLC | 28,829 | $908.4K | 0.03% | +634+2.2% | Added |
| Mariner, LLC | 28,353 | $893.1K | 0.00% | −1,180−4.0% | Reduced |
| JustInvest LLC | 28,043 | $883.6K | 0.01% | +2,992+11.9% | Added |
| Sigma Planning Corp | 27,780 | $875.4K | 0.03% | +1,435+5.4% | Added |
| D.A. Davidson & Co. | 27,453 | $865.1K | 0.01% | −2,838−9.4% | 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 |
| HighTower Advisors, LLC | 26,796 | $842.0K | 0.00% | −2,459−8.4% | Reduced |
| Petrus Trust Company, LTA | 26,284 | $828.2K | 0.08% | +26,284 | New |
| Intellectus Partners, LLC | 26,054 | $821.0K | 0.21% | −325−1.2% | Reduced |
| Entropy Technologies, LP | 25,724 | $810.6K | 0.09% | +18,630+262.6% | Added |
| Mutual of America Capital Management LLC | 25,599 | $806.6K | 0.01% | −2,348−8.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,340 | $792.2K | 0.01% | +27,340 | New |
| Davenport & Co LLC | 25,130 | $791.8K | 0.00% | +3,955+18.7% | Added |
| Oak Thistle LLC | 24,380 | $768.2K | 0.25% | +12,724+109.2% | Added |
| Fifth Third Bancorp | 24,361 | $767.6K | 0.00% | −1,980−7.5% | Reduced |
| Pinnacle Financial Partners Inc | 24,322 | $766.4K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 23,990 | $734.3K | 0.36% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 23,137 | $729.0K | 0.37% | +1,503+6.9% | Added |
| MML Investors Services, LLC | 22,711 | $716.0K | 0.00% | −5,746−20.2% | Reduced |
| Neuberger Berman Group LLC | 22,546 | $710.4K | 0.00% | −827−3.5% | Reduced |
| Teacher Retirement System of Texas | 22,318 | $703.0K | 0.00% | +7,819+53.9% | Added |
| Jefferies Financial Group Inc. | 22,000 | $693.2K | 0.01% | +22,000 | New |
| Creative Planning | 21,922 | $690.8K | 0.00% | +1,451+7.1% | Added |
| Cullinan Associates Inc | 20,800 | $685.3K | 0.04% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 21,033 | $662.8K | 0.42% | −3,589−14.6% | Reduced |
| Independent Advisor Alliance | 20,952 | $660.2K | 0.02% | −21,786−51.0% | Reduced |
| Signaturefd, LLC | 20,808 | $655.7K | 0.01% | +169+0.8% | Added |
| Wolverine Trading, LLC | 20,835 | $654.6K | 0.02% | +8,527+69.3% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $653.5K | 0.02% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,557 | $647.8K | 0.49% | +94+0.5% | Added |
| AE Wealth Management LLC | 20,418 | $643.4K | 0.01% | −213−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 19,932 | $628.1K | 0.01% | +11,341+132.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,640 | $618.9K | 0.08% | −358−1.8% | Reduced |
| Phillips Financial Management, LLC | 19,490 | $614.1K | 0.05% | +877+4.7% | Added |
| 1620 Investment Advisors, Inc. | 19,378 | $610.6K | 0.44% | +177+0.9% | Added |
| HB Wealth Management, LLC | 19,189 | $604.6K | 0.01% | −399−2.0% | Reduced |
| Cowa, LLC | 18,949 | $597.1K | 0.28% | +1,913+11.2% | Added |
| MTM Investment Management, LLC | 18,612 | $592.6K | 0.23% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 16,258 | $587.6K | 0.36% | −373−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 18,640 | $587.4K | 0.00% | −893−4.6% | Reduced |
| Quadrature Capital Ltd | 18,586 | $585.6K | 0.01% | −2,329−11.1% | Reduced |
| Ieq Capital, LLC | 18,585 | $585.6K | 0.01% | −871−4.5% | Reduced |
| Cornercap Investment Counsel Inc | 18,582 | $585.5K | 0.17% | −21,511−53.7% | Reduced |
| Kingsview Wealth Management, LLC | 18,462 | $581.8K | 0.01% | −653−3.4% | Reduced |
| Commerce Bank | 18,437 | $580.9K | 0.00% | −54−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 17,968 | $566.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 17,958 | $565.9K | 0.03% | +17,958 | New |
| Dynamic Technology Lab Private Ltd | 17,208 | $542.0K | 0.06% | −20,583−54.5% | Reduced |
| Brevan Howard Capital Management LP | 17,158 | $540.6K | 0.03% | +44+0.3% | Added |
| Prospera Financial Services Inc | 17,097 | $538.8K | 0.01% | −202−1.2% | Reduced |
| RSM US Wealth Management LLC | 17,436 | $538.8K | 0.01% | −287−1.6% | Reduced |
| Aigen Investment Management, LP | 17,087 | $538.4K | 0.11% | −18,203−51.6% | Reduced |
| Contravisory Investment Management, Inc. | 16,995 | $535.5K | 0.11% | −271−1.6% | Reduced |
| Bryn Mawr Trust Co | 16,992 | $535.4K | 0.01% | +16,992 | New |
| Toroso Investments, LLC | 16,731 | $527.2K | 0.01% | −2,619−13.5% | Reduced |
| Cim Investment Mangement Inc | 16,709 | $526.5K | 0.16% | −412−2.4% | Reduced |
| Sterling Capital Management LLC | 16,549 | $521.5K | 0.01% | +16,549 | New |
| Triasima Portfolio Management inc. | 16,525 | $520.7K | 0.12% | −87,410−84.1% | Reduced |
| Qsemble Capital Management, LP | 16,423 | $517.5K | 0.10% | −4,353−21.0% | Reduced |
| PFG Investments, LLC | 16,392 | $516.5K | 0.03% | −1,663−9.2% | Reduced |
| Veriti Management LLC | 16,383 | $516.2K | 0.03% | −284−1.7% | Reduced |
| Danske Bank A/S | 15,928 | $501.9K | 0.00% | +15,928 | New |
| Jacobi Capital Management LLC | 15,891 | $500.7K | 0.04% | −326−2.0% | Reduced |
| Numerai GP LLC | 15,772 | $497.0K | 0.13% | −25,971−62.2% | Reduced |
| Holderness Investments Co | 15,721 | $495.4K | 0.11% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $494.0K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 15,000 | $472.6K | 0.03% | −12,000−44.4% | Reduced |
| 180 Wealth Advisors, LLC | 14,991 | $472.4K | 0.07% | +808+5.7% | Added |
| CWM, LLC | 14,879 | $469.0K | 0.00% | +590+4.1% | Added |
| Stephens Inc | 14,702 | $463.3K | 0.01% | +800+5.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,594 | $459.9K | 0.00% | +14,594 | New |
| State of Wisconsin Investment Board | 14,342 | $451.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14,103 | $443.1K | 0.00% | +4,415+45.6% | Added |
| Concurrent Investment Advisors, LLC | 14,055 | $442.9K | 0.01% | −1,695−10.8% | Reduced |
| Altus Wealth Group LLC | 13,847 | $436.3K | 0.19% | +3,987+40.4% | Added |
| Deerfield Management Company, L.P. (Series C) | 13,586 | $428.1K | 0.01% | +13,586 | New |
| Matisse Capital | 13,500 | $425.4K | 0.21% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,452 | $423.9K | 0.02% | +2,363+21.3% | Added |
| Sound View Wealth Advisors Group, LLC | 13,327 | $419.9K | 0.03% | +1,650+14.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,078 | $412.1K | 0.00% | +9,378+253.5% | Added |
| Virtu Financial LLC | 12,996 | $409.0K | 0.02% | −467−3.5% | Reduced |
| Brown Advisory Inc | 12,815 | $403.8K | 0.00% | −10−0.1% | Reduced |