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 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 6,614 | $209.7K | 0.12% | +6,614 | New |
| Ieq Capital, LLC | 6,588 | $208.9K | 0.00% | −11,997−64.6% | Reduced |
| Rothschild Investment LLC | 6,486 | $205.7K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 6,455 | $204.7K | 0.00% | −442−6.4% | Reduced |
| Point72 (DIFC) Ltd | 6,450 | $204.5K | 0.02% | +5,971+1,246.6% | Added |
| OneAscent Financial Services LLC | 6,434 | $204.0K | 0.02% | +6,434 | New |
| Everence Capital Management Inc | 6,410 | $203.0K | 0.01% | −20,380−76.1% | Reduced |
| Diversify Advisory Services, LLC | 6,751 | $202.9K | 0.01% | +6,751 | New |
| Barr E S & Co | 6,400 | $202.9K | 0.01% | −235−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 6,363 | $201.8K | 0.01% | −121−1.9% | Reduced |
| Apollon Wealth Management, LLC | 6,320 | $200.4K | 0.00% | −113−1.8% | Reduced |
| Assetmark, Inc | 5,880 | $186.5K | 0.00% | −14−0.2% | Reduced |
| North Star Investment Management Corp. | 5,615 | $178.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,122 | $169.3K | 0.00% | −45−0.9% | Reduced |
| IFP Advisors, Inc | 5,034 | $162.2K | 0.01% | −24,903−83.2% | Reduced |
| Delta Asset Management LLC | 5,000 | $158.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 4,951 | $157.0K | 0.00% | +59+1.2% | Added |
| Quadrant Capital Group LLC | 4,340 | $137.6K | 0.01% | −24−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,330 | $137.3K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,150 | $131.6K | 0.00% | +4,150 | New |
| Bartlett & Co. Wealth Management LLC | 4,000 | $126.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,912 | $123.3K | 0.01% | +2,071+112.5% | Added |
| Lazard Asset Management LLC | 3,899 | $123.0K | 0.00% | +3,878+18,466.7% | Added |
| FNY Investment Advisers, LLC | 3,900 | $123.0K | 0.06% | +3,900 | New |
| Hexagon Capital Partners LLC | 3,498 | $110.9K | 0.02% | −4−0.1% | Reduced |
| Leonteq Securities AG | 3,271 | $103.7K | 0.01% | +711+27.8% | Added |
| MetLife Investment Management | 2,988 | $94.7K | 0.00% | +8+0.3% | Added |
| Vision Financial Markets LLC | 2,800 | $88.8K | 0.10% | +2,800 | New |
| Sandy Spring Bank | 2,794 | $88.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,598 | $82.4K | 0.00% | +6+0.2% | Added |
| Anchor Investment Management, LLC | 2,495 | $79.1K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 2,323 | $73.7K | 0.02% | +1,275+121.7% | Added |
| Versant Capital Management, Inc | 2,104 | $66.7K | 0.01% | +354+20.2% | Added |
| Venturi Wealth Management, LLC | 2,012 | $63.8K | 0.00% | −71−3.4% | Reduced |
| MAI Capital Management | 1,949 | $61.8K | 0.00% | +1,949 | New |
| Caitong International Asset Management Co., Ltd | 1,782 | $56.5K | 0.06% | +1,782 | New |
| Sugarloaf Wealth Management, LLC | 1,778 | $56.4K | 0.01% | +11+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,653 | $56.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,736 | $55.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,718 | $54.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,610 | $51.1K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,600 | $50.7K | 0.01% | +1,600 | New |
| Hillsdale Investment Management Inc. | 1,500 | $47.6K | 0.00% | +350+30.4% | Added |
| Ameritas Investment Partners, Inc. | 1,500 | $47.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,473 | $46.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,392 | $44.1K | 0.00% | −151−9.8% | Reduced |
| CVA Family Office, LLC | 1,375 | $43.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,307 | $41.4K | 0.00% | −34−2.5% | Reduced |
| Painted Porch Advisors LLC | 1,300 | $41.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,294 | $41.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,280 | $40.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,263 | $40.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,250 | $39.6K | 0.02% | +807+182.2% | Added |
| Barrett & Company, Inc. | 1,200 | $38.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,181 | $37.5K | 0.00% | −212−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,177 | $37.3K | 0.00% | −228−16.2% | Reduced |
| SBI Securities Co., Ltd. | 1,133 | $35.9K | 0.00% | +1,133 | New |
| Headlands Technologies LLC | 1,112 | $35.3K | 0.00% | +1,112 | New |
| Quent Capital, LLC | 1,105 | $35.0K | 0.00% | −12−1.1% | Reduced |
| Transcendent Capital Group LLC | 1,084 | $34.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,019 | $34.1K | 0.00% | −100−8.9% | Reduced |
| Parkside Financial Bank & Trust | 1,052 | $33.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $31.7K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 996 | $31.6K | 0.02% | +996 | New |
| NBT Bank N A | 960 | $30.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 941 | $29.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 913 | $29.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 852 | $27.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wintrust Investments LLC | 823 | $26.0K | 0.02% | −2,405−74.5% | Reduced |
| Trust Co of Vermont | 800 | $25.4K | 0.00% | −9−1.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 789 | $25.0K | 0.01% | −3,027−79.3% | Reduced |
| Deseret Mutual Benefit Administrators | 789 | $25.0K | 0.01% | −164−17.2% | Reduced |
| Central Pacific Bank - Trust Division | 780 | $24.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 750 | $23.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 688 | $21.8K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 670 | $21.2K | 0.02% | +670 | New |
| Skopos Labs, Inc. | 632 | $20.0K | 0.01% | +338+115.0% | Added |
| Private Trust Co NA | 596 | $18.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 574 | $18.2K | 0.00% | −512−47.1% | Reduced |
| Massmutual Trust Co FSB | 569 | $18.0K | 0.00% | +119+26.4% | Added |
| Whittier Trust Co | 569 | $18.0K | 0.00% | −266−31.9% | Reduced |
| Principal Securities, Inc. | 532 | $16.9K | 0.00% | +62+13.2% | Added |
| Umb Bank N A | 530 | $16.8K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 524 | $16.6K | 0.00% | −2,031−79.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 499 | $15.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 471 | $14.9K | 0.00% | −1,486−75.9% | Reduced |
| SRS Capital Advisors, Inc. | 446 | $14.1K | 0.00% | −571−56.1% | Reduced |
| Covestor Ltd | 452 | $14.0K | 0.01% | +27+6.4% | Added |
| Semmax Financial Advisors Inc. | 342 | $13.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $13.1K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 400 | $12.7K | 0.01% | +400 | New |
| Geneos Wealth Management Inc. | 379 | $12.0K | 0.00% | +150+65.5% | Added |
| Horizon Investments, LLC | 376 | $11.8K | 0.00% | +376 | New |
| Tidemark, LLC | 335 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $10.2K | 0.00% | −752−70.0% | Reduced |