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 |
|---|---|---|---|---|---|
| Security Financial Services, INC. | 8,748 | $277.4K | 0.06% | +21+0.2% | Added |
| CIBC Private Wealth Group, LLC | 8,833 | $277.5K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,810 | $279.4K | 0.00% | −2,642−23.1% | Reduced |
| Brave Asset Management Inc | 8,836 | $280.2K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,406 | $282.7K | 0.01% | +21+0.2% | Added |
| Strategic Blueprint, LLC | 8,935 | $283.3K | 0.02% | −677−7.0% | Reduced |
| Western Wealth Management, LLC | 9,033 | $286.4K | 0.02% | +9,033 | New |
| Leavell Investment Management, Inc. | 9,047 | $286.9K | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 9,090 | $288.2K | 0.15% | +9,090 | New |
| Bridgefront Capital, LLC | 9,203 | $291.8K | 0.10% | +9,203 | New |
| Mercer Global Advisors Inc | 9,236 | $292.9K | 0.00% | +513+5.9% | Added |
| Utah Retirement Systems | 9,300 | $294.9K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 9,406 | $298.3K | 0.06% | −101−1.1% | Reduced |
| Longfellow Investment Management Co LLC | 9,517 | $301.8K | 0.08% | −611−6.0% | Reduced |
| Meridian Investment Counsel Inc. | 9,562 | $303.2K | 0.09% | −1,143−10.7% | Reduced |
| Holistic Financial Partners | 9,630 | $305.4K | 0.15% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 9,631 | $305.4K | 0.01% | +2,015+26.5% | Added |
| Pallas Capital Advisors LLC | 9,775 | $310.0K | 0.01% | −1,055−9.7% | Reduced |
| Gateway Investment Advisers LLC | 9,779 | $310.1K | 0.00% | −240−2.4% | Reduced |
| Capula Management Ltd | 9,791 | $310.5K | 0.00% | +9,791 | New |
| NorthRock Partners, LLC | 9,877 | $313.2K | 0.01% | −356−3.5% | Reduced |
| Coldstream Capital Management Inc | 10,141 | $321.6K | 0.01% | −1,629−13.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,183 | $322.9K | 0.02% | +10,183 | New |
| Investors Research Corp | 10,207 | $323.7K | 0.07% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,213 | $323.9K | 0.01% | +10,213 | New |
| HighPoint Advisor Group LLC | 8,460 | $324.7K | 0.02% | +262+3.2% | Added |
| Mill Capital Management, LLC | 10,244 | $324.8K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,346 | $328.1K | 0.00% | −364−3.4% | Reduced |
| Occudo Quantitative Strategies LP | 10,363 | $328.6K | 0.06% | +10,363 | New |
| Resources Investment Advisors, LLC. | 10,512 | $333.3K | 0.00% | −806−7.1% | Reduced |
| BOS Asset Management, LLC | 10,531 | $333.9K | 0.12% | −30−0.3% | Reduced |
| EP Wealth Advisors, LLC | 10,539 | $334.2K | 0.00% | +1,507+16.7% | Added |
| Crossmark Global Holdings, Inc. | 10,582 | $335.0K | 0.01% | −50.0% | Reduced |
| Greenleaf Trust | 10,664 | $338.2K | 0.00% | −142−1.3% | Reduced |
| Ethic Inc. | 10,739 | $340.5K | 0.01% | +1,670+18.4% | Added |
| Blair William & Co | 10,884 | $345.1K | 0.00% | −93−0.8% | Reduced |
| Johnson Investment Counsel Inc | 10,958 | $347.5K | 0.00% | +50+0.5% | Added |
| Prelude Capital Management, LLC | 11,000 | $348.8K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 11,080 | $349.1K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,199 | $355.1K | 0.01% | +338+3.1% | Added |
| State of Wyoming | 11,325 | $359.1K | 0.05% | +3,467+44.1% | Added |
| United Services Automobile Association | 11,459 | $363.4K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 11,462 | $363.5K | 0.23% | +20.0% | Added |
| Gotham Asset Management, LLC | 11,720 | $371.6K | 0.00% | +524+4.7% | Added |
| Kestra Investment Management, LLC | 11,743 | $372.4K | 0.01% | −501−4.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,804 | $374.3K | 0.00% | −1,274−9.7% | Reduced |
| Walleye Capital LLC | 11,916 | $377.9K | 0.00% | −31,156−72.3% | Reduced |
| Cito Capital Group, LLC | 12,000 | $381.0K | 0.14% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,786 | $405.4K | 0.00% | −29−0.2% | Reduced |
| Tiaa Trust, National Association | 12,924 | $409.8K | 0.00% | +130+1.0% | Added |
| Atria Wealth Solutions, Inc. | 13,131 | $416.4K | 0.00% | −6,801−34.1% | Reduced |
| Concurrent Investment Advisors, LLC | 13,197 | $418.5K | 0.01% | −858−6.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,364 | $423.8K | 0.03% | +37+0.3% | Added |
| Farther Finance Advisors, LLC | 13,423 | $425.6K | 0.02% | −29−0.2% | Reduced |
| Matisse Capital | 13,500 | $428.1K | 0.22% | 00.0% | Unchanged |
| Corton Capital Inc. | 13,590 | $430.9K | 0.25% | +13,590 | New |
| Altus Wealth Group LLC | 13,610 | $431.6K | 0.19% | −237−1.7% | Reduced |
| Stephens Inc | 13,902 | $440.8K | 0.01% | −800−5.4% | Reduced |
| Cresset Asset Management, LLC | 13,938 | $442.0K | 0.00% | −33,956−70.9% | Reduced |
| Colony Group, LLC | 14,044 | $445.3K | 0.00% | +14,044 | New |
| Empowered Funds, LLC | 14,179 | $449.6K | 0.01% | +14,179 | New |
| Petrus Trust Company, LTA | 14,295 | $453.3K | 0.04% | −11,989−45.6% | Reduced |
| Guggenheim Capital LLC | 14,356 | $455.2K | 0.00% | +3,606+33.5% | Added |
| CIBC World Markets Inc. | 14,520 | $460.0K | 0.00% | +14,520 | New |
| Intellectus Partners, LLC | 14,980 | $475.0K | 0.11% | −11,074−42.5% | Reduced |
| Guyasuta Investment Advisors Inc | 15,000 | $475.6K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,005 | $475.8K | 0.07% | +14+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,290 | $480.0K | 0.08% | +9,290 | New |
| D. E. Shaw & Co., Inc. | 15,319 | $485.8K | 0.00% | −27,501−64.2% | Reduced |
| Holderness Investments Co | 15,326 | $486.0K | 0.11% | −395−2.5% | Reduced |
| Aigen Investment Management, LP | 15,519 | $492.1K | 0.09% | −1,568−9.2% | Reduced |
| RSM US Wealth Management LLC | 15,666 | $493.7K | 0.01% | −1,770−10.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $497.0K | 0.07% | 00.0% | Unchanged |
| Numerai GP LLC | 15,772 | $500.1K | 0.14% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,870 | $503.2K | 0.00% | +1,528+10.7% | Added |
| BlackDiamond Wealth Management Inc. | 15,908 | $504.5K | 0.29% | −350−2.2% | Reduced |
| Jacobi Capital Management LLC | 15,933 | $505.2K | 0.04% | +42+0.3% | Added |
| Huntleigh Advisors, Inc. | 15,968 | $506.3K | 0.11% | +15,968 | New |
| Storebrand Asset Management AS | 16,072 | $509.6K | 0.00% | −67,578−80.8% | Reduced |
| CWM, LLC | 16,101 | $511.0K | 0.00% | +1,222+8.2% | Added |
| Cim Investment Mangement Inc | 16,687 | $529.1K | 0.15% | −22−0.1% | Reduced |
| Group One Trading, L.P. | 16,867 | $534.9K | 0.02% | +16,867 | New |
| Prospera Financial Services Inc | 16,925 | $536.8K | 0.01% | −172−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,979 | $538.4K | 0.00% | +2,385+16.3% | Added |
| Bryn Mawr Trust Co | 16,990 | $538.8K | 0.01% | −20.0% | Reduced |
| Contravisory Investment Management, Inc. | 17,019 | $539.7K | 0.12% | +24+0.1% | Added |
| Triasima Portfolio Management inc. | 17,224 | $546.2K | 0.11% | +699+4.2% | Added |
| United Capital Financial Advisers, LLC | 17,440 | $553.0K | 0.00% | −1,200−6.4% | Reduced |
| DMG Group, LLC | 17,499 | $554.9K | 0.45% | +17,499 | New |
| Oppenheimer & Co Inc | 17,672 | $560.4K | 0.01% | −16,687−48.6% | Reduced |
| Signaturefd, LLC | 17,755 | $563.0K | 0.01% | −3,053−14.7% | Reduced |
| Public Employees Retirement Association of Colorado | 17,968 | $570.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 18,000 | $570.8K | 0.21% | +18,000 | New |
| Commerce Bank | 18,211 | $577.5K | 0.00% | −226−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 18,233 | $578.2K | 0.01% | −229−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 18,582 | $589.2K | 0.19% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 18,612 | $590.2K | 0.23% | 00.0% | Unchanged |
| Axq Capital, LP | 18,949 | $600.9K | 0.27% | −32,903−63.5% | Reduced |
| Cowa, LLC | 19,059 | $604.3K | 0.28% | +110+0.6% | Added |
| AE Wealth Management LLC | 19,074 | $604.8K | 0.01% | −1,344−6.6% | Reduced |