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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 971 | $34.9K | 0.00% | −206−17.5% | Reduced |
| Adirondack Trust Co | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,027 | $36.9K | 0.00% | +227+28.4% | Added |
| Capital Advisors, Ltd. LLC | 1,025 | $37.0K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,047 | $37.6K | 0.02% | +1,047 | New |
| Mather Group, LLC. | 1,088 | $39.1K | 0.00% | −219−16.8% | Reduced |
| Quent Capital, LLC | 1,127 | $40.5K | 0.00% | +22+2.0% | Added |
| Parkside Financial Bank & Trust | 1,140 | $40.9K | 0.01% | +88+8.4% | Added |
| Skopos Labs, Inc. | 1,156 | $41.5K | 0.01% | +524+82.9% | Added |
| Federated Hermes, Inc. | 1,171 | $42.1K | 0.00% | −10−0.8% | Reduced |
| Barrett & Company, Inc. | 1,200 | $43.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,263 | $45.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,280 | $46.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,294 | $46.5K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,300 | $46.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,389 | $49.9K | 0.01% | +14+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,653 | $51.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,473 | $52.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,500 | $53.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,600 | $57.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,610 | $57.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,849 | $58.7K | 0.03% | +1,849 | New |
| Whittier Trust Co of Nevada Inc | 1,718 | $61.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,736 | $62.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,051 | $74.5K | 0.01% | −1,220−37.3% | Reduced |
| Point72 (DIFC) Ltd | 2,179 | $78.3K | 0.01% | −4,271−66.2% | Reduced |
| MAI Capital Management | 2,301 | $82.6K | 0.00% | +352+18.1% | Added |
| Anchor Investment Management, LLC | 2,495 | $89.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,563 | $92.0K | 0.02% | −935−26.7% | Reduced |
| Westend Capital Management, LLC | 2,604 | $93.5K | 0.04% | +281+12.1% | Added |
| Clearstead Advisors, LLC | 2,627 | $94.3K | 0.00% | +29+1.1% | Added |
| Sandy Spring Bank | 2,794 | $100.3K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,800 | $100.5K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,957 | $106.2K | 0.02% | +853+40.5% | Added |
| MetLife Investment Management | 3,058 | $109.8K | 0.00% | +70+2.3% | Added |
| Nomura Asset Management Co Ltd | 3,280 | $117.8K | 0.00% | −1,050−24.2% | Reduced |
| Lazard Asset Management LLC | 3,454 | $124.0K | 0.00% | −445−11.4% | Reduced |
| Smartleaf Asset Management LLC | 3,802 | $135.7K | 0.01% | −110−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,000 | $143.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,744 | $173.2K | 0.01% | −290−5.8% | Reduced |
| Delta Asset Management LLC | 5,000 | $179.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 5,133 | $184.3K | 0.00% | −747−12.7% | Reduced |
| Allworth Financial LP | 5,784 | $184.6K | 0.00% | +662+12.9% | Added |
| Walleye Capital LLC | 5,379 | $193.2K | 0.00% | −6,537−54.9% | Reduced |
| Huntington National Bank | 5,391 | $193.6K | 0.00% | +440+8.9% | Added |
| North Star Investment Management Corp. | 5,615 | $201.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,884 | $211.3K | 0.01% | +5,884 | New |
| Seeds Investor LLC | 5,940 | $213.3K | 0.06% | +5,940 | New |
| Welch & Forbes LLC | 6,000 | $215.5K | 0.00% | +6,000 | New |
| Kercheville Advisors, LLC | 6,000 | $215.5K | 0.09% | +6,000 | New |
| CIBC Private Wealth Group, LLC | 7,541 | $218.3K | 0.00% | −1,292−14.6% | Reduced |
| Forum Financial Management, LP | 6,211 | $223.0K | 0.00% | +6,211 | New |
| Apollon Wealth Management, LLC | 6,234 | $223.9K | 0.00% | −86−1.4% | Reduced |
| Vaughan David Investments LLC | 6,289 | $226.0K | 0.01% | +6,289 | New |
| Sentry LLC | 6,300 | $226.2K | 0.04% | +6,300 | New |
| Everence Capital Management Inc | 6,410 | $230.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 6,433 | $231.0K | 0.01% | −213−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 6,458 | $231.9K | 0.00% | +6,458 | New |
| Rothschild Investment LLC | 6,501 | $233.5K | 0.02% | +15+0.2% | Added |
| Meeder Advisory Services, Inc. | 6,551 | $235.2K | 0.01% | +188+3.0% | Added |
| ISAM Funds (UK) Ltd | 6,561 | $235.6K | 0.12% | −17,906−73.2% | Reduced |
| Diversified Trust Co | 6,562 | $235.6K | 0.01% | +107+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 6,568 | $235.9K | 0.08% | +6,568 | New |
| Atria Investments LLC | 6,605 | $237.2K | 0.00% | −1,247−15.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,614 | $237.5K | 0.13% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,644 | $238.6K | 0.00% | −543−7.6% | Reduced |
| Buckingham Strategic Partners | 6,707 | $240.9K | 0.00% | +6,707 | New |
| Baird Financial Group, Inc. | 6,714 | $241.1K | 0.00% | +6,714 | New |
| Wood Tarver Financial Group, LLC | 6,758 | $242.7K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,890 | $247.4K | 0.02% | +6,890 | New |
| KBC Group NV | 7,017 | $252.0K | 0.00% | −78,719−91.8% | Reduced |
| Keybank National Association | 7,145 | $256.6K | 0.00% | −942−11.6% | Reduced |
| Sym Financial Corp | 7,154 | $256.9K | 0.03% | +400+5.9% | Added |
| Prime Capital Investment Advisors, LLC | 7,177 | $257.7K | 0.00% | −25−0.3% | Reduced |
| Hilltop Holdings Inc. | 7,254 | $260.5K | 0.02% | −1,423−16.4% | Reduced |
| Sherbrooke Park Advisers LLC | 7,257 | $260.6K | 0.12% | +7,257 | New |
| Baader Bank INC | 7,329 | $260.7K | 0.03% | +329+4.7% | Added |
| Berger Financial Group, Inc | 7,283 | $261.5K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 7,350 | $264.0K | 0.13% | −10−0.1% | Reduced |
| Salem Investment Counselors Inc | 7,365 | $264.5K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 7,414 | $266.2K | 0.01% | +108+1.5% | Added |
| Jefferies Financial Group Inc. | 7,433 | $266.9K | 0.00% | −145,294−95.1% | Reduced |
| Smith, Salley & Associates | 7,469 | $268.2K | 0.02% | +7,469 | New |
| Steward Partners Investment Advisory, LLC | 7,478 | $268.5K | 0.00% | −971−11.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,484 | $268.8K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 7,616 | $273.5K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 7,644 | $274.5K | 0.00% | −546−6.7% | Reduced |
| Leavell Investment Management, Inc. | 7,685 | $276.0K | 0.01% | −1,362−15.1% | Reduced |
| HighPoint Advisor Group LLC | 8,533 | $278.1K | 0.02% | +73+0.9% | Added |
| Axq Capital, LP | 7,763 | $278.8K | 0.11% | −11,186−59.0% | Reduced |
| Sage Rhino Capital LLC | 7,846 | $281.8K | 0.07% | −104−1.3% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $283.3K | 0.04% | 00.0% | Unchanged |
| Carson Advisory Inc. | 8,000 | $287.3K | 0.19% | −700−8.0% | Reduced |
| Bradley Foster & Sargent Inc | 8,010 | $287.6K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,084 | $290.3K | 0.00% | −726−8.2% | Reduced |
| Kestra Investment Management, LLC | 8,105 | $291.1K | 0.01% | −3,638−31.0% | Reduced |
| Integrated Advisors Network LLC | 8,149 | $292.6K | 0.01% | +8,149 | New |
| Old National Bancorp | 8,161 | $293.1K | 0.01% | −125−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 8,251 | $296.3K | 0.00% | +741+9.9% | Added |