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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 8,266 | $296.8K | 0.01% | −20.0% | Reduced |
| Plancorp, LLC | 8,285 | $297.5K | 0.01% | +38+0.5% | Added |
| Brave Asset Management Inc | 8,336 | $299.3K | 0.09% | −500−5.7% | Reduced |
| Evergreen Capital Management LLC | 8,540 | $306.7K | 0.01% | +24+0.3% | Added |
| Xponance, Inc. | 8,571 | $307.8K | 0.00% | +598+7.5% | Added |
| Wedmont Private Capital | 10,438 | $307.9K | 0.02% | +1,032+11.0% | Added |
| Innealta Capital, LLC | 8,631 | $309.9K | 0.17% | +8,631 | New |
| GAMMA Investing LLC | 8,838 | $317.4K | 0.02% | +2,142+32.0% | Added |
| PFG Investments, LLC | 8,887 | $319.1K | 0.02% | +1,541+21.0% | Added |
| Security Financial Services, INC. | 8,927 | $320.6K | 0.06% | +179+2.0% | Added |
| Entropy Technologies, LP | 9,093 | $326.5K | 0.03% | +972+12.0% | Added |
| J.W. Cole Advisors, Inc. | 9,288 | $333.5K | 0.01% | +9,288 | New |
| Utah Retirement Systems | 9,300 | $334.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,396 | $337.4K | 0.01% | −481−4.9% | Reduced |
| Guyasuta Investment Advisors Inc | 9,500 | $341.1K | 0.02% | −5,500−36.7% | Reduced |
| Paragon Capital Management Ltd | 9,530 | $342.3K | 0.07% | +124+1.3% | Added |
| Meridian Investment Counsel Inc. | 9,562 | $343.4K | 0.10% | 00.0% | Unchanged |
| Holistic Financial Partners | 9,630 | $345.8K | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 9,631 | $345.8K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 9,700 | $348.3K | 0.00% | +9,700 | New |
| Bridgefront Capital, LLC | 9,719 | $349.0K | 0.10% | +516+5.6% | Added |
| Gateway Investment Advisers LLC | 9,850 | $353.7K | 0.00% | +71+0.7% | Added |
| Pallas Capital Advisors LLC | 9,961 | $357.7K | 0.01% | +186+1.9% | Added |
| Strategic Blueprint, LLC | 9,968 | $358.0K | 0.02% | +1,033+11.6% | Added |
| Toronto Dominion Bank | 10,001 | $359.0K | 0.00% | +3,001+42.9% | Added |
| Coldstream Capital Management Inc | 10,003 | $359.2K | 0.01% | −138−1.4% | Reduced |
| Teza Capital Management LLC | 10,014 | $359.6K | 0.16% | +2,338+30.5% | Added |
| Two Sigma Securities, LLC | 10,139 | $364.1K | 0.06% | +10,139 | New |
| Investors Research Corp | 10,207 | $366.5K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 10,244 | $367.9K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,489 | $376.7K | 0.00% | +10,489 | New |
| Resources Investment Advisors, LLC. | 10,495 | $376.9K | 0.00% | −17−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 10,528 | $378.1K | 0.01% | −54−0.5% | Reduced |
| BOS Asset Management, LLC | 10,543 | $378.6K | 0.13% | +12+0.1% | Added |
| Greenleaf Trust | 10,628 | $381.7K | 0.00% | −36−0.3% | Reduced |
| Farther Finance Advisors, LLC | 10,816 | $389.5K | 0.01% | −2,607−19.4% | Reduced |
| Johnson Investment Counsel Inc | 10,908 | $391.7K | 0.00% | −50−0.5% | Reduced |
| Chapin Davis, Inc. | 11,080 | $397.9K | 0.14% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,109 | $398.9K | 0.01% | −90−0.8% | Reduced |
| New Century Financial Group, LLC | 11,130 | $399.7K | 0.46% | −31,989−74.2% | Reduced |
| Avantax Advisory Services, Inc. | 11,254 | $404.1K | 0.00% | +908+8.8% | Added |
| United Services Automobile Association | 11,459 | $408.9K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,415 | $409.9K | 0.00% | −2,523−18.1% | Reduced |
| Counterpoint Mutual Funds LLC | 11,443 | $410.9K | 0.06% | +11,443 | New |
| State of Wyoming | 11,630 | $417.6K | 0.06% | +305+2.7% | Added |
| Tiaa Trust, National Association | 11,814 | $424.2K | 0.00% | −1,110−8.6% | Reduced |
| Centiva Capital, LP | 11,906 | $427.5K | 0.02% | +11,906 | New |
| Atria Wealth Solutions, Inc. | 11,948 | $429.1K | 0.01% | −1,183−9.0% | Reduced |
| Great Lakes Advisors, LLC | 11,966 | $429.7K | 0.00% | +5,209+77.1% | Added |
| Blair William & Co | 11,986 | $430.4K | 0.00% | +1,102+10.1% | Added |
| Cito Capital Group, LLC | 12,000 | $431.0K | 0.16% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,093 | $434.3K | 0.00% | +1,554+14.7% | Added |
| Quadrant Capital Group LLC | 12,415 | $445.8K | 0.02% | +8,075+186.1% | Added |
| Ethic Inc. | 12,392 | $446.2K | 0.01% | +1,653+15.4% | Added |
| CIBC World Markets Inc. | 12,489 | $448.5K | 0.00% | −2,031−14.0% | Reduced |
| Blueshift Asset Management, LLC | 12,504 | $449.0K | 0.18% | +12,504 | New |
| Sound View Wealth Advisors Group, LLC | 12,632 | $453.6K | 0.04% | −732−5.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 13,741 | $458.3K | 0.31% | −2,167−13.6% | Reduced |
| Brown Advisory Inc | 12,906 | $463.5K | 0.00% | +120+0.9% | Added |
| Concurrent Investment Advisors, LLC | 13,004 | $467.0K | 0.01% | −193−1.5% | Reduced |
| Savant Capital, LLC | 13,248 | $475.7K | 0.00% | −16,875−56.0% | Reduced |
| Matisse Capital | 13,500 | $484.8K | 0.26% | 00.0% | Unchanged |
| Stephens Inc | 13,677 | $491.1K | 0.01% | −225−1.6% | Reduced |
| Inceptionr LLC | 13,819 | $496.2K | 0.15% | +13,819 | New |
| GSG Advisors LLC | 15,036 | $496.3K | 0.16% | +15,036 | New |
| Fieldview Capital Management, LLC | 13,992 | $502.5K | 0.07% | +13,992 | New |
| Toroso Investments, LLC | 14,017 | $503.4K | 0.00% | −6,527−31.8% | Reduced |
| Intellectus Partners, LLC | 14,209 | $510.2K | 0.13% | −771−5.1% | Reduced |
| Park Circle Co | 14,360 | $515.7K | 0.46% | +14,360 | New |
| Prelude Capital Management, LLC | 14,637 | $525.6K | 0.05% | +3,637+33.1% | Added |
| 180 Wealth Advisors, LLC | 14,856 | $533.5K | 0.08% | −149−1.0% | Reduced |
| Brevan Howard Capital Management LP | 14,899 | $535.0K | 0.02% | −58,740−79.8% | Reduced |
| Holderness Investments Co | 14,930 | $536.1K | 0.12% | −396−2.6% | Reduced |
| BluePath Capital Management, LLC | 15,046 | $540.3K | 0.56% | −10,192−40.4% | Reduced |
| SummitTX Capital, L.P. | 15,533 | $557.8K | 0.02% | +15,533 | New |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $563.0K | 0.07% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,751 | $565.6K | 0.00% | −1,228−7.2% | Reduced |
| Jacobi Capital Management LLC | 15,858 | $569.5K | 0.04% | −75−0.5% | Reduced |
| Danske Bank A/S | 15,918 | $571.6K | 0.00% | −41,871−72.5% | Reduced |
| Storebrand Asset Management AS | 16,072 | $577.1K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 16,124 | $579.0K | 0.05% | +1,829+12.8% | Added |
| United Capital Financial Advisers, LLC | 16,353 | $587.2K | 0.01% | −1,087−6.2% | Reduced |
| Prospera Financial Services Inc | 16,620 | $596.9K | 0.01% | −305−1.8% | Reduced |
| Cim Investment Mangement Inc | 16,676 | $598.8K | 0.14% | −11−0.1% | Reduced |
| Bryn Mawr Trust Co | 16,835 | $604.5K | 0.01% | −155−0.9% | Reduced |
| Contravisory Investment Management, Inc. | 16,893 | $606.6K | 0.13% | −126−0.7% | Reduced |
| Altus Wealth Group LLC | 17,122 | $614.8K | 0.29% | +3,512+25.8% | Added |
| Triasima Portfolio Management inc. | 17,224 | $618.5K | 0.12% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,355 | $623.2K | 0.01% | +1,689+10.8% | Added |
| CWM, LLC | 17,426 | $626.0K | 0.00% | +1,325+8.2% | Added |
| State of Wisconsin Investment Board | 17,608 | $632.3K | 0.00% | +1,738+11.0% | Added |
| Signaturefd, LLC | 17,856 | $641.2K | 0.01% | +101+0.6% | Added |
| Public Employees Retirement Association of Colorado | 17,968 | $645.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 18,136 | $651.3K | 0.01% | −97−0.5% | Reduced |
| Commerce Bank | 18,191 | $653.2K | 0.00% | −20−0.1% | Reduced |
| MTM Investment Management, LLC | 18,612 | $670.2K | 0.26% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18,912 | $679.1K | 0.09% | −365−1.9% | Reduced |
| Conning Inc. | 19,329 | $694.1K | 0.02% | +19,329 | New |
| AE Wealth Management LLC | 19,335 | $694.3K | 0.01% | +261+1.4% | Added |
| Creative Planning | 19,486 | $699.7K | 0.00% | −4,416−18.5% | Reduced |