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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, Q1 2025

Institutional positions in Lincoln National Corp as of Mar 31, 2025. 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
570
+18 vs. Q4 2024
Shares held
128.8M
+3.17M (+2.5%) vs. Q4 2024
Total value
$4.62B
+$633.4M (+15.9%) vs. Q4 2024
New holders
76
200 more added
Sold out
58
185 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 570 institutions
Q1 2021: 629 institutionsQ2 2021: 620 institutionsQ3 2021: 637 institutionsQ4 2021: 675 institutionsQ1 2022: 653 institutionsQ2 2022: 631 institutionsQ3 2022: 618 institutionsQ4 2022: 576 institutionsQ1 2023: 493 institutionsQ2 2023: 496 institutionsQ3 2023: 478 institutionsQ4 2023: 506 institutionsQ1 2024: 503 institutionsQ2 2024: 536 institutionsQ3 2024: 532 institutionsQ4 2024: 558 institutionsQ1 2025: 570 institutionsQ2 2025: 567 institutionsQ3 2025: 605 institutionsQ4 2025: 627 institutionsQ1 2026: 616 institutionsQ2 2026: 620 institutions
Value heldQ1 2025: $4.62B
Q1 2021: $9.14BQ2 2021: $9.10BQ3 2021: $9.73BQ4 2021: $9.13BQ1 2022: $8.43BQ2 2022: $6.11BQ3 2022: $5.92BQ4 2022: $4.28BQ1 2023: $2.92BQ2 2023: $3.18BQ3 2023: $3.11BQ4 2023: $3.34BQ1 2024: $3.94BQ2 2024: $3.93BQ3 2024: $3.96BQ4 2024: $4.00BQ1 2025: $4.62BQ2 2025: $4.59BQ3 2025: $5.41BQ4 2025: $7.03BQ1 2026: $5.56BQ2 2026: $5.80B
Institutions holding LNC and their total value by quarter
QuarterHoldersValue
Q2 2026620$5.80B
Q1 2026616$5.56B
Q4 2025627$7.03B
Q3 2025605$5.41B
Q2 2025567$4.59B
Q1 2025570$4.62B
Q4 2024558$4.00B
Q3 2024532$3.96B
Q2 2024536$3.93B
Q1 2024503$3.94B
Q4 2023506$3.34B
Q3 2023478$3.11B
Q2 2023496$3.18B
Q1 2023493$2.92B
Q4 2022576$4.28B
Q3 2022618$5.92B
Q2 2022631$6.11B
Q1 2022653$8.43B
Q4 2021675$9.13B
Q3 2021637$9.73B
Q2 2021620$9.10B
Q1 2021629$9.14B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2024.

Institutions holding LNC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth30$00.00%+30New
Bay Harbor Wealth Management, LLC3$1070.00%+3New
Parkworth Wealth Management, Inc.5$1800.00%00.0%Unchanged
WealthTrak Capital Management LLC5$1800.00%+5New
HFM Investment Advisors, LLC5$1800.00%+5New
Bank of Jackson Hole Trust5$1950.00%00.0%Unchanged
Abound Wealth Management7$2520.00%−1−12.5%Reduced
Horizon Investments, LLC10$3540.00%−366−97.3%Reduced
Wolff Wiese Magana LLC10$3600.00%00.0%Unchanged
Activest Wealth Management11$3950.00%+10+1,000.0%Added
Sachetta, LLC13$4670.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4670.00%00.0%Unchanged
Dunhill Financial, LLC14$5120.00%−10−41.7%Reduced
NewSquare Capital LLC15$5390.00%+15New
Flagship Wealth Advisors, LLC19$6820.00%00.0%Unchanged
Asset Dedication, LLC19$6830.00%+19New
Binnacle Investments Inc20$7180.00%+20New
True Wealth Design, LLC20$7190.00%+20New
SOA Wealth Advisors, LLC.20$7320.00%00.0%Unchanged
Fairscale Capital, LLC23$8260.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC23$8370.00%−4−14.8%Reduced
Private Wealth Asset Management, LLC24$8620.00%+24New
Hantz Financial Services, Inc.37$1.00K0.00%+37New
TFC Financial Management29$1.04K0.00%00.0%Unchanged
Rialto Wealth Management, LLC29$1.04K0.00%+29New
MV Capital Management, Inc.31$1.11K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$1.15K0.00%+3+10.3%Added
Global Financial Private Client, LLC33$1.19K0.00%+24+266.7%Added
CoreCap Advisors, LLC34$1.22K0.00%+6+21.4%Added
Caldwell Sutter Capital, Inc.36$1.29K0.00%00.0%Unchanged
Whipplewood Advisors, LLC58$1.29K0.00%+22+61.1%Added
Albion Financial Group37$1.33K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC37$1.33K0.00%+37New
Fortitude Family Office, LLC42$1.51K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC47$1.68K0.00%+1+2.2%Added
Bruce G. Allen Investments, LLC57$2.05K0.00%00.0%Unchanged
Bare Financial Services, Inc63$2.26K0.00%+63New
Addison Advisors LLC65$2.33K0.00%+65New
WPG Advisers, LLC67$2.41K0.00%+67New
Gen-Wealth Partners Inc80$2.87K0.00%00.0%Unchanged
Grove Bank & Trust81$2.91K0.00%00.0%Unchanged
TD Private Client Wealth LLC97$3.48K0.00%−16−14.2%Reduced
Tower Research Capital LLC (TRC)101$3.58K0.00%−24,615−99.6%Reduced
Kayne Anderson Rudnick Investment Management LLC100$3.59K0.00%−21−17.4%Reduced
Key Financial Inc100$3.59K0.00%00.0%Unchanged
First Horizon Advisors, Inc.106$3.81K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc110$3.95K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC116$4.17K0.00%+15+14.9%Added
Prestige Wealth Management Group LLC117$4.20K0.00%00.0%Unchanged
Anfield Capital Management, LLC121$4.34K0.00%00.0%Unchanged
Creative Financial Designs Inc140$5.03K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.143$5.13K0.00%00.0%Unchanged
High Note Wealth, LLC156$5.60K0.00%+27+20.9%Added
Archer Investment Corp158$5.67K0.00%00.0%Unchanged
American Capital Advisory, LLC167$6.00K0.00%00.0%Unchanged
Union Savings Bank171$6.14K0.00%+171New
UMA Financial Services, Inc.175$6.29K0.00%00.0%Unchanged
McIlrath & Eck, LLC185$6.64K0.00%00.0%Unchanged
Ogorek Anthony Joseph200$7.00K0.00%+200New
Private Wealth Management Group, LLC204$7.33K0.00%00.0%Unchanged
Pacific Center for Financial Services210$7.54K0.00%00.0%Unchanged
Bell Investment Advisors, Inc222$7.97K0.00%+14+6.7%Added
Studio Investment Management LLC235$8.44K0.00%+235New
Hemington Wealth Management278$9.00K0.00%+44+18.8%Added
Crowley Wealth Management, Inc.300$10.8K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.342$11.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.322$11.6K0.00%00.0%Unchanged
Tidemark, LLC335$12.0K0.00%00.0%Unchanged
Atlantic Trust, LLC339$12.2K0.00%+339New
CX Institutional371$13.0K0.00%+371New
South State Corp.385$13.8K0.00%+385New
Rakuten Securities, Inc.391$14.0K0.01%+123+45.9%Added
Putney Financial Group LLC400$14.4K0.02%00.0%Unchanged
Oakworth Capital, Inc.414$14.9K0.00%00.0%Unchanged
Principal Securities, Inc.532$16.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB477$17.1K0.00%−92−16.2%Reduced
Geneos Wealth Management Inc.477$17.1K0.00%+98+25.9%Added
Atlantic Edge Private Wealth Management, LLC500$18.0K0.01%00.0%Unchanged
Cromwell Holdings LLC506$18.2K0.01%+7+1.4%Added
Sound Income Strategies, LLC520$18.7K0.00%+520New
Private Trust Co NA546$19.6K0.00%−50−8.4%Reduced
Whittier Trust Co569$20.4K0.00%00.0%Unchanged
Larson Financial Group LLC605$21.7K0.00%+31+5.4%Added
Quarry LP635$22.8K0.01%+454+250.8%Added
Manchester Capital Management LLC660$23.7K0.00%+489+286.0%Added
Riverview Trust Co688$24.7K0.02%00.0%Unchanged
Covestor Ltd697$25.0K0.02%+245+54.2%Added
Umb Bank N A742$26.6K0.00%+212+40.0%Added
Hollencrest Capital Management749$26.9K0.00%+594+383.2%Added
Thurston, Springer, Miller, Herd & Titak, Inc.750$26.9K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators751$27.0K0.01%−38−4.8%Reduced
Central Pacific Bank - Trust Division780$28.0K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC850$30.5K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC850$30.5K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC852$30.6K0.00%00.0%Unchanged
SBI Securities Co., Ltd.894$32.1K0.00%−239−21.1%Reduced
HHM Wealth Advisors, LLC913$32.8K0.00%00.0%Unchanged
NBC Securities, Inc.919$33.0K0.00%+919New
HM Payson & Co941$33.8K0.00%00.0%Unchanged
NBT Bank N A960$34.5K0.00%00.0%Unchanged