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 |
|---|---|---|---|---|---|
| Crowley Wealth Management, Inc. | 300 | $9.51K | 0.01% | +300 | New |
| Rakuten Securities, Inc. | 268 | $8.50K | 0.00% | +59+28.2% | Added |
| Hemington Wealth Management | 234 | $7.00K | 0.00% | +42+21.9% | Added |
| PSI Advisors, LLC | 220 | $6.97K | 0.00% | +2+0.9% | Added |
| Pacific Center for Financial Services | 210 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $6.60K | 0.00% | +104+100.0% | Added |
| Private Wealth Management Group, LLC | 204 | $6.47K | 0.00% | −1−0.5% | Reduced |
| McIlrath & Eck, LLC | 185 | $5.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 181 | $5.74K | 0.00% | −2,612−93.5% | Reduced |
| UMA Financial Services, Inc. | 175 | $5.55K | 0.00% | +175 | New |
| Manchester Capital Management LLC | 171 | $5.42K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $5.30K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 165 | $5.23K | 0.00% | −25−13.2% | Reduced |
| Archer Investment Corp | 158 | $5.01K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 157 | $4.98K | 0.00% | +157 | New |
| Hollencrest Capital Management | 155 | $4.93K | 0.00% | +1+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $4.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $4.44K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 136 | $4.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 129 | $4.09K | 0.00% | +129 | New |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $3.84K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $3.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $3.71K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $3.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $3.49K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 107 | $3.39K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 106 | $3.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $3.20K | 0.00% | +11+12.2% | Added |
| Natixis | 100 | $3.17K | 0.00% | −2−2.0% | Reduced |
| Key Financial Inc | 100 | $3.17K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 83 | $2.63K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 81 | $2.57K | 0.00% | +37+84.1% | Added |
| Gen-Wealth Partners Inc | 80 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $1.81K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 51 | $1.62K | 0.00% | +51 | New |
| New England Capital Financial Advisors LLC | 46 | $1.46K | 0.00% | +1+2.2% | Added |
| Fortitude Family Office, LLC | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 37 | $1.17K | 0.00% | +37 | New |
| Caldwell Sutter Capital, Inc. | 36 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $1.14K | 0.00% | +36 | New |
| MV Capital Management, Inc. | 31 | $984 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $920 | 0.00% | −1−3.3% | Reduced |
| TFC Financial Management | 29 | $920 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 28 | $888 | 0.00% | +14+100.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 27 | $857 | 0.00% | +27 | New |
| Dunhill Financial, LLC | 24 | $747 | 0.00% | −69−74.2% | Reduced |
| Fairscale Capital, LLC | 23 | $729 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 20 | $645 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $602 | 0.00% | +19 | New |
| Sachetta, LLC | 13 | $413 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $412 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $318 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $285 | 0.00% | +9 | New |
| Abound Wealth Management | 8 | $254 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $159 | 0.00% | +5 | New |
| Bank of Jackson Hole Trust | 5 | $159 | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $32 | 0.00% | +1 | New |
| Gillson Capital LP | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −166,314−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −114,539−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −107,992−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −102,261−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −91,100−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −86,292−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −83,734−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −68,562−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −64,553−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,968−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −38,598−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,525−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −34,746−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,380−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,835−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,586−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,208−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −16,383−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −13,586−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −9,357−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,709−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −8,551−100.0% | Sold out |
| GSG Advisors LLC | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,247−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −6,808−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −6,531−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |