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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 35,300 | $1.12M | 0.01% | +35,300 | New |
| Handelsbanken Fonder AB | 34,900 | $1.11M | 0.00% | +8,100+30.2% | Added |
| SG Americas Securities, LLC | 34,506 | $1.09M | 0.00% | +34,506 | New |
| Pictet Asset Management Holding SA | 34,217 | $1.09M | 0.00% | +122+0.4% | Added |
| JustInvest LLC | 34,178 | $1.08M | 0.02% | +6,135+21.9% | Added |
| Range Financial Group LLC | 33,902 | $1.08M | 0.50% | +33,902 | New |
| HighTower Advisors, LLC | 32,844 | $1.04M | 0.00% | +6,048+22.6% | Added |
| Stratos Wealth Partners, LTD. | 32,449 | $1.03M | 0.01% | −2,539−7.3% | Reduced |
| Keynote Financial Services LLC | 31,866 | $1.01M | 0.78% | −1,625−4.9% | Reduced |
| Birmingham Capital Management Co Inc | 31,600 | $1.00M | 0.37% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 31,490 | $998.5K | 0.03% | +31,490 | New |
| Sterling Capital Management LLC | 31,232 | $990.4K | 0.01% | +14,683+88.7% | Added |
| Gsa Capital Partners LLP | 31,213 | $990.0K | 0.07% | −35,449−53.2% | Reduced |
| Savant Capital, LLC | 30,123 | $955.2K | 0.01% | −2,520−7.7% | Reduced |
| Cornerstone Wealth Management, LLC | 30,109 | $954.8K | 0.06% | +1,159+4.0% | Added |
| Shay Capital LLC | 30,000 | $951.3K | 0.23% | +30,000 | New |
| Wealth Enhancement Advisory Services, LLC | 29,667 | $940.7K | 0.00% | −262−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 29,431 | $933.3K | 0.03% | +602+2.1% | Added |
| M Holdings Securities, Inc. | 29,068 | $922.0K | 0.15% | +29,068 | New |
| Mariner, LLC | 28,934 | $917.5K | 0.00% | +581+2.0% | Added |
| Fox Run Management, L.L.C. | 28,844 | $914.6K | 0.17% | +28,844 | New |
| Russell Investments Group, Ltd. | 28,591 | $906.4K | 0.00% | −17,225−37.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,454 | $902.3K | 0.01% | −26,042−47.8% | Reduced |
| Jain Global LLC | 28,393 | $900.3K | 0.03% | +28,393 | New |
| Lecap Asset Management Ltd | 27,530 | $873.0K | 0.24% | +27,530 | New |
| Sigma Planning Corp | 27,516 | $872.5K | 0.03% | −264−1.0% | Reduced |
| Davenport & Co LLC | 27,300 | $865.7K | 0.01% | +2,170+8.6% | Added |
| Jones Financial Companies LLLP | 27,244 | $863.9K | 0.00% | +13,141+93.2% | Added |
| Simplex Trading, LLC | 27,076 | $858.0K | 0.02% | +27,076 | New |
| Kovitz Investment Group Partners, LLC | 26,420 | $837.8K | 0.00% | −920−3.4% | Reduced |
| Mutual of America Capital Management LLC | 25,804 | $818.2K | 0.01% | +205+0.8% | Added |
| Tower Research Capital LLC (TRC) | 24,716 | $783.7K | 0.02% | +20,586+498.5% | Added |
| D.A. Davidson & Co. | 24,698 | $783.2K | 0.01% | −2,755−10.0% | Reduced |
| BluePath Capital Management, LLC | 25,238 | $776.3K | 0.42% | +4,205+20.0% | Added |
| ISAM Funds (UK) Ltd | 24,467 | $775.8K | 0.58% | +12,545+105.2% | Added |
| Bearing Point Capital, LLC | 24,350 | $772.1K | 0.16% | +24,350 | New |
| Pinnacle Financial Partners Inc | 24,322 | $771.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,001 | $761.1K | 0.00% | −360−1.5% | Reduced |
| Boit C F David | 23,990 | $760.7K | 0.38% | 00.0% | Unchanged |
| Creative Planning | 23,902 | $757.9K | 0.00% | +1,980+9.0% | Added |
| Versor Investments LP | 23,900 | $757.9K | 0.13% | +15,684+190.9% | Added |
| New Age Alpha Advisors, LLC | 23,508 | $745.4K | 0.03% | +23,508 | New |
| HB Wealth Management, LLC | 22,150 | $702.4K | 0.01% | +2,961+15.4% | Added |
| Quest Partners LLC | 21,829 | $692.2K | 0.09% | +14,256+188.2% | Added |
| Neuberger Berman Group LLC | 21,701 | $688.1K | 0.00% | −845−3.7% | Reduced |
| Phillips Financial Management, LLC | 21,530 | $682.7K | 0.05% | +2,040+10.5% | Added |
| MML Investors Services, LLC | 21,506 | $682.0K | 0.00% | −1,205−5.3% | Reduced |
| Independent Advisor Alliance | 21,054 | $667.6K | 0.01% | +102+0.5% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $665.9K | 0.20% | +21,000 | New |
| Cullinan Associates Inc | 20,800 | $659.6K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 20,738 | $657.6K | 0.02% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,651 | $654.9K | 0.53% | +94+0.5% | Added |
| Toroso Investments, LLC | 20,544 | $651.5K | 0.01% | +3,813+22.8% | Added |
| Register Financial Advisors LLC | 20,540 | $651.3K | 0.33% | −2,597−11.2% | Reduced |
| Walleye Trading LLC | 19,919 | $631.6K | 0.01% | −77,195−79.5% | Reduced |
| 1620 Investment Advisors, Inc. | 19,437 | $616.3K | 0.47% | +59+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,277 | $611.3K | 0.08% | −363−1.8% | Reduced |
| Virtu Financial LLC | 19,110 | $606.0K | 0.03% | +6,114+47.0% | Added |
| AE Wealth Management LLC | 19,074 | $604.8K | 0.01% | −1,344−6.6% | Reduced |
| Cowa, LLC | 19,059 | $604.3K | 0.28% | +110+0.6% | Added |
| Axq Capital, LP | 18,949 | $600.9K | 0.27% | −32,903−63.5% | Reduced |
| MTM Investment Management, LLC | 18,612 | $590.2K | 0.23% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 18,582 | $589.2K | 0.19% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 18,233 | $578.2K | 0.01% | −229−1.2% | Reduced |
| Commerce Bank | 18,211 | $577.5K | 0.00% | −226−1.2% | Reduced |
| Clear Street Markets LLC | 18,000 | $570.8K | 0.21% | +18,000 | New |
| Public Employees Retirement Association of Colorado | 17,968 | $570.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17,755 | $563.0K | 0.01% | −3,053−14.7% | Reduced |
| Oppenheimer & Co Inc | 17,672 | $560.4K | 0.01% | −16,687−48.6% | Reduced |
| DMG Group, LLC | 17,499 | $554.9K | 0.45% | +17,499 | New |
| United Capital Financial Advisers, LLC | 17,440 | $553.0K | 0.00% | −1,200−6.4% | Reduced |
| Triasima Portfolio Management inc. | 17,224 | $546.2K | 0.11% | +699+4.2% | Added |
| Contravisory Investment Management, Inc. | 17,019 | $539.7K | 0.12% | +24+0.1% | Added |
| Bryn Mawr Trust Co | 16,990 | $538.8K | 0.01% | −20.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,979 | $538.4K | 0.00% | +2,385+16.3% | Added |
| Prospera Financial Services Inc | 16,925 | $536.8K | 0.01% | −172−1.0% | Reduced |
| Group One Trading, L.P. | 16,867 | $534.9K | 0.02% | +16,867 | New |
| Cim Investment Mangement Inc | 16,687 | $529.1K | 0.15% | −22−0.1% | Reduced |
| CWM, LLC | 16,101 | $511.0K | 0.00% | +1,222+8.2% | Added |
| Storebrand Asset Management AS | 16,072 | $509.6K | 0.00% | −67,578−80.8% | Reduced |
| Huntleigh Advisors, Inc. | 15,968 | $506.3K | 0.11% | +15,968 | New |
| Jacobi Capital Management LLC | 15,933 | $505.2K | 0.04% | +42+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 15,908 | $504.5K | 0.29% | −350−2.2% | Reduced |
| State of Wisconsin Investment Board | 15,870 | $503.2K | 0.00% | +1,528+10.7% | Added |
| Numerai GP LLC | 15,772 | $500.1K | 0.14% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $497.0K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,666 | $493.7K | 0.01% | −1,770−10.2% | Reduced |
| Aigen Investment Management, LP | 15,519 | $492.1K | 0.09% | −1,568−9.2% | Reduced |
| Holderness Investments Co | 15,326 | $486.0K | 0.11% | −395−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 15,319 | $485.8K | 0.00% | −27,501−64.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,290 | $480.0K | 0.08% | +9,290 | New |
| 180 Wealth Advisors, LLC | 15,005 | $475.8K | 0.07% | +14+0.1% | Added |
| Guyasuta Investment Advisors Inc | 15,000 | $475.6K | 0.03% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 14,980 | $475.0K | 0.11% | −11,074−42.5% | Reduced |
| CIBC World Markets Inc. | 14,520 | $460.0K | 0.00% | +14,520 | New |
| Guggenheim Capital LLC | 14,356 | $455.2K | 0.00% | +3,606+33.5% | Added |
| Petrus Trust Company, LTA | 14,295 | $453.3K | 0.04% | −11,989−45.6% | Reduced |
| Empowered Funds, LLC | 14,179 | $449.6K | 0.01% | +14,179 | New |
| Colony Group, LLC | 14,044 | $445.3K | 0.00% | +14,044 | New |
| Cresset Asset Management, LLC | 13,938 | $442.0K | 0.00% | −33,956−70.9% | Reduced |