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, Q4 2024
Institutional positions in Lincoln National Corp as of Dec 31, 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
- 558
- +33 vs. Q3 2024
- Shares held
- 126.2M
- +802.6K (+0.6%) vs. Q3 2024
- Total value
- $4.00B
- +$56.0M (+1.4%) vs. Q3 2024
- New holders
- 78
- 165 more added
- Sold out
- 45
- 204 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 1 | $32 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $159 | 0.00% | +5 | New |
| Bank of Jackson Hole Trust | 5 | $159 | 0.00% | +5 | New |
| Abound Wealth Management | 8 | $254 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $285 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $318 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $412 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $413 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $602 | 0.00% | +19 | New |
| SOA Wealth Advisors, LLC. | 20 | $645 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 23 | $729 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $747 | 0.00% | −69−74.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 27 | $857 | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 28 | $888 | 0.00% | +14+100.0% | Added |
| SJS Investment Consulting Inc. | 29 | $920 | 0.00% | −1−3.3% | Reduced |
| TFC Financial Management | 29 | $920 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $984 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 36 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $1.14K | 0.00% | +36 | New |
| Albion Financial Group | 37 | $1.17K | 0.00% | +37 | New |
| Fortitude Family Office, LLC | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 46 | $1.46K | 0.00% | +1+2.2% | Added |
| Legend Financial Advisors, Inc. | 51 | $1.62K | 0.00% | +51 | New |
| Bruce G. Allen Investments, LLC | 57 | $1.81K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 80 | $2.54K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 81 | $2.57K | 0.00% | +37+84.1% | Added |
| TruNorth Capital Management, LLC | 83 | $2.63K | 0.00% | 00.0% | Unchanged |
| Natixis | 100 | $3.17K | 0.00% | −2−2.0% | Reduced |
| Key Financial Inc | 100 | $3.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $3.20K | 0.00% | +11+12.2% | Added |
| First Horizon Advisors, Inc. | 106 | $3.36K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 107 | $3.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $3.49K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.71K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $3.84K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.84K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 129 | $4.09K | 0.00% | +129 | New |
| Strategic Investment Solutions, Inc. | 136 | $4.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.44K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.63K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 155 | $4.93K | 0.00% | +1+0.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 157 | $4.98K | 0.00% | +157 | New |
| Archer Investment Corp | 158 | $5.01K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 165 | $5.23K | 0.00% | −25−13.2% | Reduced |
| American Capital Advisory, LLC | 167 | $5.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 171 | $5.42K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 175 | $5.55K | 0.00% | +175 | New |
| Quarry LP | 181 | $5.74K | 0.00% | −2,612−93.5% | Reduced |
| McIlrath & Eck, LLC | 185 | $5.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 204 | $6.47K | 0.00% | −1−0.5% | Reduced |
| Bell Investment Advisors, Inc | 208 | $6.60K | 0.00% | +104+100.0% | Added |
| Pacific Center for Financial Services | 210 | $6.66K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 220 | $6.97K | 0.00% | +2+0.9% | Added |
| Hemington Wealth Management | 234 | $7.00K | 0.00% | +42+21.9% | Added |
| Rakuten Securities, Inc. | 268 | $8.50K | 0.00% | +59+28.2% | Added |
| Crowley Wealth Management, Inc. | 300 | $9.51K | 0.01% | +300 | New |
| Ronald Blue Trust, Inc. | 322 | $10.2K | 0.00% | −752−70.0% | Reduced |
| Tidemark, LLC | 335 | $10.6K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 376 | $11.8K | 0.00% | +376 | New |
| Geneos Wealth Management Inc. | 379 | $12.0K | 0.00% | +150+65.5% | Added |
| Putney Financial Group LLC | 400 | $12.7K | 0.01% | +400 | New |
| Oakworth Capital, Inc. | 414 | $13.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 342 | $13.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 452 | $14.0K | 0.01% | +27+6.4% | Added |
| SRS Capital Advisors, Inc. | 446 | $14.1K | 0.00% | −571−56.1% | Reduced |
| Atlas Capital Advisors LLC | 471 | $14.9K | 0.00% | −1,486−75.9% | Reduced |
| Cromwell Holdings LLC | 499 | $15.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $15.9K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 524 | $16.6K | 0.00% | −2,031−79.5% | Reduced |
| Umb Bank N A | 530 | $16.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 532 | $16.9K | 0.00% | +62+13.2% | Added |
| Whittier Trust Co | 569 | $18.0K | 0.00% | −266−31.9% | Reduced |
| Massmutual Trust Co FSB | 569 | $18.0K | 0.00% | +119+26.4% | Added |
| Larson Financial Group LLC | 574 | $18.2K | 0.00% | −512−47.1% | Reduced |
| Private Trust Co NA | 596 | $18.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 632 | $20.0K | 0.01% | +338+115.0% | Added |
| R Squared Ltd | 670 | $21.2K | 0.02% | +670 | New |
| Riverview Trust Co | 688 | $21.8K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $23.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 780 | $24.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 789 | $25.0K | 0.01% | −164−17.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 789 | $25.0K | 0.01% | −3,027−79.3% | Reduced |
| Trust Co of Vermont | 800 | $25.4K | 0.00% | −9−1.1% | Reduced |
| Wintrust Investments LLC | 823 | $26.0K | 0.02% | −2,405−74.5% | Reduced |
| Boyd Watterson Asset Management LLC | 850 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 850 | $27.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $27.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 913 | $29.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 941 | $29.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 960 | $30.4K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 996 | $31.6K | 0.02% | +996 | New |
| Adirondack Trust Co | 1,000 | $31.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $33.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,052 | $33.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,019 | $34.1K | 0.00% | −100−8.9% | Reduced |
| Transcendent Capital Group LLC | 1,084 | $34.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,105 | $35.0K | 0.00% | −12−1.1% | Reduced |