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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 12,794 | $403.1K | 0.00% | +2,044+19.0% | Added |
| Keybank National Association | 12,554 | $395.6K | 0.00% | +149+1.2% | Added |
| Mackenzie Financial Corp | 12,464 | $392.7K | 0.00% | −37,316−75.0% | Reduced |
| Kestra Investment Management, LLC | 12,244 | $385.8K | 0.02% | +12,244 | New |
| Cito Capital Group, LLC | 12,000 | $378.0K | 0.14% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 11,922 | $375.7K | 0.21% | +1,278+12.0% | Added |
| Coldstream Capital Management Inc | 11,770 | $372.1K | 0.01% | −1,188−9.2% | Reduced |
| Abel Hall, LLC | 11,460 | $361.1K | 0.24% | +40.0% | Added |
| United Services Automobile Association | 11,459 | $361.1K | 0.01% | −1,958−14.6% | Reduced |
| Glenmede Trust Co NA | 11,452 | $360.9K | 0.00% | −262−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 11,318 | $356.6K | 0.00% | +3,972+54.1% | Added |
| Pallas Capital Advisors LLC | 10,830 | $354.9K | 0.02% | +796+7.9% | Added |
| Gotham Asset Management, LLC | 11,196 | $352.8K | 0.00% | +204+1.9% | Added |
| Chapin Davis, Inc. | 11,080 | $349.1K | 0.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,000 | $346.6K | 0.03% | −193−1.7% | Reduced |
| Blair William & Co | 10,977 | $345.9K | 0.00% | +885+8.8% | Added |
| Johnson Investment Counsel Inc | 10,908 | $343.7K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,861 | $342.2K | 0.01% | +40.0% | Added |
| Greenleaf Trust | 10,806 | $340.5K | 0.00% | −162−1.5% | Reduced |
| Guggenheim Capital LLC | 10,750 | $338.7K | 0.00% | +142+1.3% | Added |
| Avantax Advisory Services, Inc. | 10,710 | $337.5K | 0.00% | +687+6.9% | Added |
| Meridian Investment Counsel Inc. | 10,705 | $337.3K | 0.10% | −450−4.0% | Reduced |
| Keystone Financial Group | 10,586 | $333.6K | 0.04% | +122+1.2% | Added |
| Crossmark Global Holdings, Inc. | 10,587 | $333.0K | 0.01% | −61−0.6% | Reduced |
| BOS Asset Management, LLC | 10,561 | $332.8K | 0.12% | +973+10.1% | Added |
| Mill Capital Management, LLC | 10,244 | $322.8K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,233 | $322.4K | 0.01% | −472−4.4% | Reduced |
| Investors Research Corp | 10,207 | $321.6K | 0.07% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 10,200 | $321.4K | 0.07% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,128 | $319.1K | 0.08% | +61+0.6% | Added |
| Quantitative Investment Management, LLC | 10,033 | $316.0K | 0.03% | +10,033 | New |
| Gateway Investment Advisers LLC | 10,019 | $315.7K | 0.00% | +10.0% | Added |
| Great Lakes Advisors, LLC | 9,752 | $307.3K | 0.00% | −9,717−49.9% | Reduced |
| Holistic Financial Partners | 9,630 | $303.4K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 9,612 | $302.9K | 0.02% | +9,612 | New |
| Paragon Capital Management Ltd | 9,507 | $299.6K | 0.06% | +116+1.2% | Added |
| ClearAlpha Technologies LP | 9,357 | $294.8K | 0.13% | +9,357 | New |
| Utah Retirement Systems | 9,300 | $293.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,385 | $292.1K | 0.02% | +135+1.5% | Added |
| Ethic Inc. | 9,069 | $289.6K | 0.01% | −1,703−15.8% | Reduced |
| Leavell Investment Management, Inc. | 9,047 | $285.1K | 0.01% | −675−6.9% | Reduced |
| EP Wealth Advisors, LLC | 9,032 | $284.6K | 0.00% | +9,032 | New |
| Hilltop Holdings Inc. | 8,876 | $279.7K | 0.02% | +112+1.3% | Added |
| Brave Asset Management Inc | 8,836 | $278.4K | 0.07% | +60+0.7% | Added |
| CIBC Private Wealth Group, LLC | 8,833 | $278.3K | 0.00% | −609−6.4% | Reduced |
| XTX Topco Ltd | 8,740 | $275.4K | 0.02% | −29,709−77.3% | Reduced |
| Security Financial Services, INC. | 8,727 | $275.0K | 0.06% | +21+0.2% | Added |
| HighPoint Advisor Group LLC | 8,198 | $274.8K | 0.02% | +58+0.7% | Added |
| Boothbay Fund Management, LLC | 8,709 | $274.4K | 0.01% | −680−7.2% | Reduced |
| Daiwa Securities Group Inc. | 8,700 | $274.0K | 0.00% | +8,700 | New |
| Mercer Global Advisors Inc | 8,723 | $270.5K | 0.00% | +1,763+25.3% | Added |
| First Heartland Consultants, Inc. | 8,551 | $269.0K | 0.03% | −18,917−68.9% | Reduced |
| Evergreen Capital Management LLC | 8,516 | $268.3K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 8,415 | $265.2K | 0.01% | +325+4.0% | Added |
| M&T Bank Corp | 8,335 | $262.6K | 0.00% | −178−2.1% | Reduced |
| Plancorp, LLC | 8,236 | $259.5K | 0.01% | +6+0.1% | Added |
| Versor Investments LP | 8,216 | $258.9K | 0.04% | +8,216 | New |
| Steward Partners Investment Advisory, LLC | 8,208 | $258.6K | 0.00% | −75−0.9% | Reduced |
| Parallel Advisors, LLC | 8,125 | $256.0K | 0.01% | +54+0.7% | Added |
| Sage Rhino Capital LLC | 8,104 | $255.4K | 0.06% | −174−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 8,010 | $252.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,955 | $250.7K | 0.00% | −504−6.0% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $248.6K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 7,858 | $247.6K | 0.04% | +3,407+76.5% | Added |
| Wetherby Asset Management Inc | 7,851 | $247.4K | 0.01% | −167−2.1% | Reduced |
| Allianz Asset Management GmbH | 7,682 | $242.1K | 0.00% | −28,515−78.8% | 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 |
| Sym Financial Corp | 7,600 | $239.5K | 0.03% | −169−2.2% | Reduced |
| Quest Partners LLC | 7,573 | $238.6K | 0.02% | +2,282+43.1% | Added |
| Eads & Heald Wealth Management | 7,490 | $236.0K | 0.11% | +545+7.8% | Added |
| Berger Financial Group, Inc | 7,449 | $234.7K | 0.02% | +7,449 | New |
| Prime Capital Investment Advisors, LLC | 7,427 | $234.0K | 0.00% | −80−1.1% | Reduced |
| Salem Investment Counselors Inc | 7,365 | $232.1K | 0.01% | −47,464−86.6% | Reduced |
| Terry L. Blaker | 7,298 | $230.0K | 0.01% | 00.0% | Unchanged |
| GSG Advisors LLC | 7,436 | $229.8K | 0.08% | −2,789−27.3% | Reduced |
| MQS Management LLC | 7,247 | $228.4K | 0.13% | +7,247 | New |
| Shelton Capital Management | 7,117 | $224.3K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 7,095 | $222.7K | 0.02% | +7,095 | New |
| Diversified Trust Co | 6,897 | $217.3K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,808 | $214.5K | 0.00% | +397+6.2% | Added |
| Roman Butler Fullerton & Co | 6,267 | $210.7K | 0.06% | +6,267 | New |
| Barr E S & Co | 6,635 | $209.1K | 0.01% | +6,635 | New |
| Xponance, Inc. | 6,569 | $207.0K | 0.00% | +6,569 | New |
| StoneX Group Inc. | 6,531 | $205.8K | 0.01% | +6,531 | New |
| Rothschild Investment LLC | 6,486 | $204.4K | 0.01% | −4−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 6,484 | $204.3K | 0.01% | +6,484 | New |
| Apollon Wealth Management, LLC | 6,433 | $202.7K | 0.01% | −695−9.8% | Reduced |
| GAMMA Investing LLC | 6,140 | $193.5K | 0.02% | −467−7.1% | Reduced |
| Assetmark, Inc | 5,894 | $185.7K | 0.00% | +23+0.4% | Added |
| North Star Investment Management Corp. | 5,615 | $176.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,299 | $167.0K | 0.00% | +962+22.2% | Added |
| Allworth Financial LP | 5,167 | $162.8K | 0.00% | −76−1.4% | Reduced |
| Delta Asset Management LLC | 5,000 | $157.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 4,892 | $154.1K | 0.00% | −198−3.9% | Reduced |
| Quadrant Capital Group LLC | 4,364 | $137.5K | 0.01% | −61−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 4,330 | $136.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,130 | $130.1K | 0.00% | −27,825−87.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,000 | $126.0K | 0.00% | −115−2.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,816 | $120.2K | 0.02% | −8,560−69.2% | Reduced |