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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 104 | $3.28K | 0.00% | +56+116.7% | Added |
| Natixis | 102 | $3.21K | 0.00% | −199−66.1% | Reduced |
| Key Financial Inc | 100 | $3.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $2.84K | 0.00% | +12+15.4% | Added |
| Spire Wealth Management | 86 | $2.72K | 0.00% | +24+38.7% | Added |
| Gen-Wealth Partners Inc | 80 | $2.69K | 0.00% | +80 | New |
| First Pacific Financial | 85 | $2.68K | 0.00% | −14−14.1% | Reduced |
| TruNorth Capital Management, LLC | 83 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $1.80K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 55 | $1.75K | 0.00% | +55 | New |
| New England Capital Financial Advisors LLC | 45 | $1.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 44 | $1.39K | 0.00% | +44 | New |
| Fortitude Family Office, LLC | 42 | $1.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $1.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 36 | $1.13K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $977 | 0.00% | +9+40.9% | Added |
| SJS Investment Consulting Inc. | 30 | $946 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $914 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 23 | $725 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 21 | $662 | 0.00% | +21 | New |
| SOA Wealth Advisors, LLC. | 20 | $640 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 16 | $505 | 0.00% | +16 | New |
| Voisard Asset Management Group, Inc. | 16 | $505 | 0.00% | +16 | New |
| CoreCap Advisors, LLC | 14 | $441 | 0.00% | +14 | New |
| Sachetta, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $316 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $253 | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 21 | $0 | 0.00% | −11,886−99.8% | Reduced |
| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 93 | – | – | +79+564.3% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −616,288−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −136,781−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −64,559−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −53,469−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −48,830−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −48,804−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −35,246−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −27,337−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −24,352−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,122−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −21,645−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −20,241−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −15,033−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −12,647−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,110−100.0% | Sold out |
| Arbiter Partners Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −10,478−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −8,867−100.0% | Sold out |
| SpiderRock Advisors, LLC | 0 | $0 | 0.00% | −8,057−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,997−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,868−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,860−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Arden Trust Co | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |