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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 19,110 | $606.0K | 0.03% | +6,114+47.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,277 | $611.3K | 0.08% | −363−1.8% | Reduced |
| 1620 Investment Advisors, Inc. | 19,437 | $616.3K | 0.47% | +59+0.3% | Added |
| Walleye Trading LLC | 19,919 | $631.6K | 0.01% | −77,195−79.5% | Reduced |
| Register Financial Advisors LLC | 20,540 | $651.3K | 0.33% | −2,597−11.2% | Reduced |
| Toroso Investments, LLC | 20,544 | $651.5K | 0.01% | +3,813+22.8% | Added |
| OmniStar Financial Group, Inc. | 20,651 | $654.9K | 0.53% | +94+0.5% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $657.6K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 20,800 | $659.6K | 0.04% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $665.9K | 0.20% | +21,000 | New |
| Independent Advisor Alliance | 21,054 | $667.6K | 0.01% | +102+0.5% | Added |
| MML Investors Services, LLC | 21,506 | $682.0K | 0.00% | −1,205−5.3% | Reduced |
| Phillips Financial Management, LLC | 21,530 | $682.7K | 0.05% | +2,040+10.5% | Added |
| Neuberger Berman Group LLC | 21,701 | $688.1K | 0.00% | −845−3.7% | Reduced |
| Quest Partners LLC | 21,829 | $692.2K | 0.09% | +14,256+188.2% | Added |
| HB Wealth Management, LLC | 22,150 | $702.4K | 0.01% | +2,961+15.4% | Added |
| New Age Alpha Advisors, LLC | 23,508 | $745.4K | 0.03% | +23,508 | New |
| Versor Investments LP | 23,900 | $757.9K | 0.13% | +15,684+190.9% | Added |
| Creative Planning | 23,902 | $757.9K | 0.00% | +1,980+9.0% | Added |
| Boit C F David | 23,990 | $760.7K | 0.38% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,001 | $761.1K | 0.00% | −360−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 24,322 | $771.3K | 0.02% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 24,350 | $772.1K | 0.16% | +24,350 | New |
| ISAM Funds (UK) Ltd | 24,467 | $775.8K | 0.58% | +12,545+105.2% | Added |
| BluePath Capital Management, LLC | 25,238 | $776.3K | 0.42% | +4,205+20.0% | Added |
| D.A. Davidson & Co. | 24,698 | $783.2K | 0.01% | −2,755−10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 24,716 | $783.7K | 0.02% | +20,586+498.5% | Added |
| Mutual of America Capital Management LLC | 25,804 | $818.2K | 0.01% | +205+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 26,420 | $837.8K | 0.00% | −920−3.4% | Reduced |
| Simplex Trading, LLC | 27,076 | $858.0K | 0.02% | +27,076 | New |
| Jones Financial Companies LLLP | 27,244 | $863.9K | 0.00% | +13,141+93.2% | Added |
| Davenport & Co LLC | 27,300 | $865.7K | 0.01% | +2,170+8.6% | Added |
| Sigma Planning Corp | 27,516 | $872.5K | 0.03% | −264−1.0% | Reduced |
| Lecap Asset Management Ltd | 27,530 | $873.0K | 0.24% | +27,530 | New |
| Jain Global LLC | 28,393 | $900.3K | 0.03% | +28,393 | New |
| O'Shaughnessy Asset Management, LLC | 28,454 | $902.3K | 0.01% | −26,042−47.8% | Reduced |
| Russell Investments Group, Ltd. | 28,591 | $906.4K | 0.00% | −17,225−37.6% | Reduced |
| Fox Run Management, L.L.C. | 28,844 | $914.6K | 0.17% | +28,844 | New |
| Mariner, LLC | 28,934 | $917.5K | 0.00% | +581+2.0% | Added |
| M Holdings Securities, Inc. | 29,068 | $922.0K | 0.15% | +29,068 | New |
| Wealthcare Advisory Partners LLC | 29,431 | $933.3K | 0.03% | +602+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,667 | $940.7K | 0.00% | −262−0.9% | Reduced |
| Shay Capital LLC | 30,000 | $951.3K | 0.23% | +30,000 | New |
| Cornerstone Wealth Management, LLC | 30,109 | $954.8K | 0.06% | +1,159+4.0% | Added |
| Savant Capital, LLC | 30,123 | $955.2K | 0.01% | −2,520−7.7% | Reduced |
| Gsa Capital Partners LLP | 31,213 | $990.0K | 0.07% | −35,449−53.2% | Reduced |
| Sterling Capital Management LLC | 31,232 | $990.4K | 0.01% | +14,683+88.7% | Added |
| IMC-Chicago, LLC | 31,490 | $998.5K | 0.03% | +31,490 | New |
| Birmingham Capital Management Co Inc | 31,600 | $1.00M | 0.37% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 31,866 | $1.01M | 0.78% | −1,625−4.9% | Reduced |
| Stratos Wealth Partners, LTD. | 32,449 | $1.03M | 0.01% | −2,539−7.3% | Reduced |
| HighTower Advisors, LLC | 32,844 | $1.04M | 0.00% | +6,048+22.6% | Added |
| Range Financial Group LLC | 33,902 | $1.08M | 0.50% | +33,902 | New |
| JustInvest LLC | 34,178 | $1.08M | 0.02% | +6,135+21.9% | Added |
| Pictet Asset Management Holding SA | 34,217 | $1.09M | 0.00% | +122+0.4% | Added |
| SG Americas Securities, LLC | 34,506 | $1.09M | 0.00% | +34,506 | New |
| Handelsbanken Fonder AB | 34,900 | $1.11M | 0.00% | +8,100+30.2% | Added |
| KLP Kapitalforvaltning AS | 35,300 | $1.12M | 0.01% | +35,300 | New |
| Holocene Advisors, LP | 35,767 | $1.13M | 0.00% | −101,922−74.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,366 | $1.15M | 0.01% | −130.0% | Reduced |
| Mork Capital Management, LLC | 36,680 | $1.16M | 0.77% | 00.0% | Unchanged |
| Ted Buchan & Co | 36,925 | $1.17M | 0.55% | −533−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 37,502 | $1.19M | 0.11% | +1,352+3.7% | Added |
| Greenwood Capital Associates LLC | 37,539 | $1.19M | 0.16% | −673−1.8% | Reduced |
| Mackenzie Financial Corp | 37,888 | $1.20M | 0.00% | +25,424+204.0% | Added |
| Ellis Investment Partners, LLC | 37,960 | $1.20M | 0.24% | −80.0% | Reduced |
| CI Private Wealth, LLC | 38,152 | $1.21M | 0.00% | −30,897−44.7% | Reduced |
| Todd Asset Management LLC | 38,434 | $1.22M | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 39,055 | $1.24M | 0.16% | +22,632+137.8% | Added |
| Trust Investment Advisors | 39,707 | $1.26M | 0.80% | +2,991+8.1% | Added |
| Oregon Public Employees Retirement Fund | 40,107 | $1.27M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 40,113 | $1.27M | 0.00% | −379−0.9% | Reduced |
| Captrust Financial Advisors | 40,215 | $1.28M | 0.00% | −3,108−7.2% | Reduced |
| Royce & Associates LP | 40,287 | $1.28M | 0.01% | +2,991+8.0% | Added |
| Insight Inv LLC | 41,110 | $1.30M | 0.91% | +1,575+4.0% | Added |
| Teacher Retirement System of Texas | 41,114 | $1.30M | 0.00% | +18,796+84.2% | Added |
| Northwestern Mutual Wealth Management Co | 41,193 | $1.31M | 0.00% | +148+0.4% | Added |
| US Bancorp | 41,423 | $1.31M | 0.00% | −842−2.0% | Reduced |
| International Assets Investment Management, LLC | 42,157 | $1.34M | 0.11% | −924,222−95.6% | Reduced |
| Benjamin Edwards Inc | 43,324 | $1.37M | 0.02% | +7,850+22.1% | Added |
| New Century Financial Group, LLC | 43,119 | $1.40M | 0.59% | +662+1.6% | Added |
| GWM Advisors LLC | 44,820 | $1.42M | 0.01% | +4,578+11.4% | Added |
| Private Advisor Group, LLC | 45,398 | $1.44M | 0.01% | +1,521+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,690 | $1.45M | 0.00% | +8,487+22.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 46,687 | $1.48M | 0.01% | +46,687 | New |
| Natixis Advisors, L.P. | 47,957 | $1.52M | 0.00% | +16,648+53.2% | Added |
| Bank of Montreal | 48,105 | $1.53M | 0.00% | −277,703−85.2% | Reduced |
| American Century Companies Inc | 48,513 | $1.54M | 0.00% | +149+0.3% | Added |
| Cerity Partners LLC | 48,662 | $1.54M | 0.00% | −10,367−17.6% | Reduced |
| Sanctuary Advisors, LLC | 43,707 | $1.55M | 0.01% | −11,063−20.2% | Reduced |
| Arizona State Retirement System | 49,394 | $1.57M | 0.01% | +436+0.9% | Added |
| Pathstone Holdings, LLC | 50,950 | $1.62M | 0.01% | −4,799−8.6% | Reduced |
| Ensign Peak Advisors, Inc | 53,158 | $1.69M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 53,221 | $1.69M | 0.01% | −20.0% | Reduced |
| Beacon Pointe Advisors, LLC | 53,542 | $1.70M | 0.02% | +5,341+11.1% | Added |
| Teachers Retirement System of the State of Kentucky | 53,673 | $1.70M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 54,163 | $1.72M | 0.05% | +963+1.8% | Added |
| CIBC Asset Management Inc | 54,462 | $1.73M | 0.01% | −3,613−6.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 54,990 | $1.74M | 0.00% | +8,165+17.4% | Added |
| Allen Wealth Management, LLC | 56,693 | $1.80M | 1.29% | +4,494+8.6% | Added |