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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 3,502 | $110.3K | 0.02% | +411+13.3% | Added |
| Wintrust Investments LLC | 3,228 | $101.0K | 0.07% | −19,457−85.8% | Reduced |
| MetLife Investment Management | 2,980 | $93.9K | 0.00% | −67−2.2% | Reduced |
| Sandy Spring Bank | 2,794 | $88.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,793 | $88.0K | 0.03% | +526+23.2% | Added |
| Clearstead Advisors, LLC | 2,592 | $81.7K | 0.00% | −2,000−43.6% | Reduced |
| Leonteq Securities AG | 2,560 | $80.7K | 0.01% | +21+0.8% | Added |
| Point72 Hong Kong Ltd | 2,555 | $80.5K | 0.01% | −66,038−96.3% | Reduced |
| Anchor Investment Management, LLC | 2,495 | $78.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,083 | $65.6K | 0.00% | +1,711+459.9% | Added |
| Atlas Capital Advisors LLC | 1,957 | $61.7K | 0.01% | −9,446−82.8% | Reduced |
| Smartleaf Asset Management LLC | 1,841 | $57.8K | 0.01% | +527+40.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,767 | $55.7K | 0.01% | −657−27.1% | Reduced |
| Versant Capital Management, Inc | 1,750 | $55.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,736 | $54.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,653 | $54.2K | 0.00% | −600−26.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,718 | $54.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,473 | $51.5K | 0.01% | −80−5.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $50.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,567 | $49.4K | 0.00% | −44,287−96.6% | Reduced |
| Global Retirement Partners, LLC | 1,543 | $48.6K | 0.00% | −144−8.5% | Reduced |
| Meeder Asset Management Inc | 1,512 | $47.6K | 0.00% | +1,512 | New |
| Ameritas Investment Partners, Inc. | 1,500 | $47.3K | 0.00% | +500+50.0% | Added |
| EverSource Wealth Advisors, LLC | 1,405 | $44.3K | 0.00% | −32−2.2% | Reduced |
| Federated Hermes, Inc. | 1,393 | $43.9K | 0.00% | −593−29.9% | Reduced |
| CVA Family Office, LLC | 1,375 | $43.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,341 | $42.3K | 0.00% | +7+0.5% | Added |
| Painted Porch Advisors LLC | 1,300 | $41.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,294 | $40.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,280 | $40.3K | 0.00% | +1,280 | New |
| Harbour Investments, Inc. | 1,263 | $39.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $37.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $37.8K | 0.01% | +500+71.4% | Added |
| Hillsdale Investment Management Inc. | 1,150 | $36.2K | 0.00% | +1,150 | New |
| Proequities, Inc. | 1,119 | $35.3K | 0.00% | −111−9.0% | Reduced |
| Quent Capital, LLC | 1,117 | $35.2K | 0.00% | +20+1.8% | Added |
| Larson Financial Group LLC | 1,086 | $34.2K | 0.00% | +530+95.3% | Added |
| Transcendent Capital Group LLC | 1,084 | $34.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,074 | $33.4K | 0.00% | +905+535.5% | Added |
| Parkside Financial Bank & Trust | 1,052 | $33.1K | 0.00% | −1−0.1% | Reduced |
| Westend Capital Management, LLC | 1,048 | $33.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,017 | $32.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 960 | $30.3K | 0.00% | +960 | New |
| Deseret Mutual Benefit Administrators | 953 | $30.0K | 0.02% | −232−19.6% | Reduced |
| HM Payson & Co | 941 | $29.7K | 0.00% | +45+5.0% | Added |
| HHM Wealth Advisors, LLC | 913 | $28.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $26.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $26.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 850 | $26.8K | 0.00% | +200+30.8% | Added |
| Whittier Trust Co | 835 | $26.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 809 | $25.5K | 0.00% | +9+1.1% | Added |
| Central Pacific Bank - Trust Division | 780 | $24.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 750 | $23.6K | 0.01% | +750 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $23.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 688 | $21.7K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 622 | $19.6K | 0.00% | +67+12.1% | Added |
| Private Trust Co NA | 596 | $18.8K | 0.00% | +500+520.8% | Added |
| Umb Bank N A | 530 | $16.7K | 0.00% | +234+79.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 499 | $15.7K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 479 | $15.1K | 0.00% | −23,369−98.0% | Reduced |
| Valley National Advisers Inc | 500 | $15.0K | 0.00% | −45−8.3% | Reduced |
| Principal Securities, Inc. | 470 | $14.8K | 0.00% | −81−14.7% | Reduced |
| Massmutual Trust Co FSB | 450 | $14.2K | 0.00% | +8+1.8% | Added |
| Aster Capital Management (DIFC) Ltd | 443 | $14.0K | 0.00% | +443 | New |
| Capital Performance Advisors LLP | 417 | $13.1K | 0.00% | +417 | New |
| Oakworth Capital, Inc. | 414 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 425 | $13.0K | 0.01% | −23−5.1% | Reduced |
| ClariVest Asset Management LLC | 409 | $12.7K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 342 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $10.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 319 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $9.45K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 294 | $9.26K | 0.00% | +294 | New |
| Geneos Wealth Management Inc. | 229 | $7.22K | 0.00% | +56+32.4% | Added |
| PSI Advisors, LLC | 218 | $6.84K | 0.00% | +3+1.4% | Added |
| Pacific Center for Financial Services | 210 | $6.62K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 209 | $6.59K | 0.00% | −52−19.9% | Reduced |
| Private Wealth Management Group, LLC | 205 | $6.46K | 0.00% | +1+0.5% | Added |
| Hemington Wealth Management | 192 | $6.00K | 0.00% | +192 | New |
| Raleigh Capital Management Inc. | 190 | $5.99K | 0.00% | −10−5.0% | Reduced |
| McIlrath & Eck, LLC | 185 | $5.83K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $5.51K | 0.00% | −150−46.2% | Reduced |
| Manchester Capital Management LLC | 171 | $5.39K | 0.00% | +121+242.0% | Added |
| American Capital Advisory, LLC | 167 | $5.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $4.98K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 154 | $4.84K | 0.00% | +2+1.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.41K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 136 | $4.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.82K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $3.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $3.47K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 107 | $3.37K | 0.00% | −100−48.3% | Reduced |
| First Horizon Advisors, Inc. | 106 | $3.34K | 0.00% | 00.0% | Unchanged |