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 |
|---|---|---|---|---|---|
| Stephens Inc | 13,902 | $440.8K | 0.01% | −800−5.4% | Reduced |
| Altus Wealth Group LLC | 13,610 | $431.6K | 0.19% | −237−1.7% | Reduced |
| Corton Capital Inc. | 13,590 | $430.9K | 0.25% | +13,590 | New |
| Matisse Capital | 13,500 | $428.1K | 0.22% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,423 | $425.6K | 0.02% | −29−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,364 | $423.8K | 0.03% | +37+0.3% | Added |
| Concurrent Investment Advisors, LLC | 13,197 | $418.5K | 0.01% | −858−6.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,131 | $416.4K | 0.00% | −6,801−34.1% | Reduced |
| Tiaa Trust, National Association | 12,924 | $409.8K | 0.00% | +130+1.0% | Added |
| Brown Advisory Inc | 12,786 | $405.4K | 0.00% | −29−0.2% | Reduced |
| Cito Capital Group, LLC | 12,000 | $381.0K | 0.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,916 | $377.9K | 0.00% | −31,156−72.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,804 | $374.3K | 0.00% | −1,274−9.7% | Reduced |
| Kestra Investment Management, LLC | 11,743 | $372.4K | 0.01% | −501−4.1% | Reduced |
| Gotham Asset Management, LLC | 11,720 | $371.6K | 0.00% | +524+4.7% | Added |
| Abel Hall, LLC | 11,462 | $363.5K | 0.23% | +20.0% | Added |
| United Services Automobile Association | 11,459 | $363.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 11,325 | $359.1K | 0.05% | +3,467+44.1% | Added |
| BKD Wealth Advisors, LLC | 11,199 | $355.1K | 0.01% | +338+3.1% | Added |
| Chapin Davis, Inc. | 11,080 | $349.1K | 0.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,000 | $348.8K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,958 | $347.5K | 0.00% | +50+0.5% | Added |
| Blair William & Co | 10,884 | $345.1K | 0.00% | −93−0.8% | Reduced |
| Ethic Inc. | 10,739 | $340.5K | 0.01% | +1,670+18.4% | Added |
| Greenleaf Trust | 10,664 | $338.2K | 0.00% | −142−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 10,582 | $335.0K | 0.01% | −50.0% | Reduced |
| EP Wealth Advisors, LLC | 10,539 | $334.2K | 0.00% | +1,507+16.7% | Added |
| BOS Asset Management, LLC | 10,531 | $333.9K | 0.12% | −30−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,512 | $333.3K | 0.00% | −806−7.1% | Reduced |
| Occudo Quantitative Strategies LP | 10,363 | $328.6K | 0.06% | +10,363 | New |
| Avantax Advisory Services, Inc. | 10,346 | $328.1K | 0.00% | −364−3.4% | Reduced |
| Mill Capital Management, LLC | 10,244 | $324.8K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,460 | $324.7K | 0.02% | +262+3.2% | Added |
| Daymark Wealth Partners, LLC | 10,213 | $323.9K | 0.01% | +10,213 | New |
| Investors Research Corp | 10,207 | $323.7K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,183 | $322.9K | 0.02% | +10,183 | New |
| Coldstream Capital Management Inc | 10,141 | $321.6K | 0.01% | −1,629−13.8% | Reduced |
| NorthRock Partners, LLC | 9,877 | $313.2K | 0.01% | −356−3.5% | Reduced |
| Capula Management Ltd | 9,791 | $310.5K | 0.00% | +9,791 | New |
| Gateway Investment Advisers LLC | 9,779 | $310.1K | 0.00% | −240−2.4% | Reduced |
| Pallas Capital Advisors LLC | 9,775 | $310.0K | 0.01% | −1,055−9.7% | Reduced |
| Valeo Financial Advisors, LLC | 9,631 | $305.4K | 0.01% | +2,015+26.5% | Added |
| Holistic Financial Partners | 9,630 | $305.4K | 0.15% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 9,562 | $303.2K | 0.09% | −1,143−10.7% | Reduced |
| Longfellow Investment Management Co LLC | 9,517 | $301.8K | 0.08% | −611−6.0% | Reduced |
| Paragon Capital Management Ltd | 9,406 | $298.3K | 0.06% | −101−1.1% | Reduced |
| Utah Retirement Systems | 9,300 | $294.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,236 | $292.9K | 0.00% | +513+5.9% | Added |
| Bridgefront Capital, LLC | 9,203 | $291.8K | 0.10% | +9,203 | New |
| Westhampton Capital, LLC | 9,090 | $288.2K | 0.15% | +9,090 | New |
| Leavell Investment Management, Inc. | 9,047 | $286.9K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,033 | $286.4K | 0.02% | +9,033 | New |
| Strategic Blueprint, LLC | 8,935 | $283.3K | 0.02% | −677−7.0% | Reduced |
| Wedmont Private Capital | 9,406 | $282.7K | 0.01% | +21+0.2% | Added |
| Brave Asset Management Inc | 8,836 | $280.2K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,810 | $279.4K | 0.00% | −2,642−23.1% | Reduced |
| CIBC Private Wealth Group, LLC | 8,833 | $277.5K | 0.00% | 00.0% | Unchanged |
| Security Financial Services, INC. | 8,748 | $277.4K | 0.06% | +21+0.2% | Added |
| Vinva Investment Management Ltd | 5,443 | $275.9K | 0.01% | +5,443 | New |
| Carson Advisory Inc. | 8,700 | $275.9K | 0.19% | +8,700 | New |
| Hilltop Holdings Inc. | 8,677 | $275.1K | 0.02% | −199−2.2% | Reduced |
| Evergreen Capital Management LLC | 8,516 | $270.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,449 | $267.9K | 0.00% | +241+2.9% | Added |
| HFG Advisors, Inc. | 8,360 | $265.1K | 0.23% | +8,360 | New |
| Old National Bancorp | 8,286 | $262.7K | 0.01% | −129−1.5% | Reduced |
| Parallel Advisors, LLC | 8,268 | $262.2K | 0.01% | +143+1.8% | Added |
| Plancorp, LLC | 8,247 | $261.5K | 0.01% | +11+0.1% | Added |
| M&T Bank Corp | 8,190 | $259.7K | 0.00% | −145−1.7% | Reduced |
| Entropy Technologies, LP | 8,121 | $257.5K | 0.03% | −17,603−68.4% | Reduced |
| Keybank National Association | 8,087 | $256.4K | 0.00% | −4,467−35.6% | Reduced |
| Bradley Foster & Sargent Inc | 8,010 | $254.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 7,973 | $252.8K | 0.00% | +1,404+21.4% | Added |
| Sage Rhino Capital LLC | 7,950 | $252.1K | 0.05% | −154−1.9% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $250.2K | 0.03% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7,861 | $249.3K | 0.01% | +7,861 | New |
| Atria Investments LLC | 7,852 | $249.0K | 0.00% | +7,852 | New |
| Teza Capital Management LLC | 7,676 | $243.4K | 0.04% | −30,581−79.9% | Reduced |
| Sapient Capital LLC | 7,616 | $241.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,510 | $238.1K | 0.00% | +7,510 | New |
| EntryPoint Capital, LLC | 7,497 | $237.7K | 0.10% | +7,497 | New |
| Smith Chas P & Associates Pa Cpas | 7,484 | $237.3K | 0.01% | +7,484 | New |
| Allianz Asset Management GmbH | 7,472 | $236.9K | 0.00% | −210−2.7% | Reduced |
| Terry L. Blaker | 7,374 | $233.8K | 0.01% | +76+1.0% | Added |
| Salem Investment Counselors Inc | 7,365 | $233.5K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 7,360 | $233.0K | 0.11% | −130−1.7% | Reduced |
| PFG Investments, LLC | 7,346 | $232.9K | 0.01% | −9,046−55.2% | Reduced |
| PEAK6 LLC | 7,306 | $231.7K | 0.01% | +7,306 | New |
| Berger Financial Group, Inc | 7,283 | $230.9K | 0.02% | −166−2.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,208 | $228.6K | 0.00% | −78,560−91.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,202 | $228.4K | 0.00% | −225−3.0% | Reduced |
| Corebridge Financial, Inc. | 7,187 | $227.9K | 0.00% | −768−9.7% | Reduced |
| Roman Butler Fullerton & Co | 6,610 | $224.1K | 0.07% | +343+5.5% | Added |
| Toronto Dominion Bank | 7,000 | $222.0K | 0.00% | −26,400−79.0% | Reduced |
| Baader Bank INC | 7,000 | $222.0K | 0.02% | −95−1.3% | Reduced |
| Wetherby Asset Management Inc | 6,888 | $218.4K | 0.01% | −963−12.3% | Reduced |
| Great Lakes Advisors, LLC | 6,757 | $214.3K | 0.00% | −2,995−30.7% | Reduced |
| Sym Financial Corp | 6,754 | $214.2K | 0.03% | −846−11.1% | Reduced |
| Wood Tarver Financial Group, LLC | 6,758 | $214.0K | 0.07% | +6,758 | New |
| GAMMA Investing LLC | 6,696 | $212.3K | 0.02% | +556+9.1% | Added |
| Shelton Capital Management | 6,646 | $210.7K | 0.01% | −471−6.6% | Reduced |