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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 40,287 | $1.45M | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 40,002 | $1.44M | 0.01% | −3,705−8.5% | Reduced |
| Huntleigh Advisors, Inc. | 39,604 | $1.42M | 0.24% | +23,636+148.0% | Added |
| Trust Investment Advisors | 39,526 | $1.42M | 0.91% | −181−0.5% | Reduced |
| Greenwood Capital Associates LLC | 39,450 | $1.42M | 0.19% | +1,911+5.1% | Added |
| Oliver Luxxe Assets LLC | 39,233 | $1.41M | 0.26% | +39,233 | New |
| Oregon Public Employees Retirement Fund | 39,051 | $1.40M | 0.03% | −1,056−2.6% | Reduced |
| Todd Asset Management LLC | 38,554 | $1.38M | 0.03% | +120+0.3% | Added |
| Qsemble Capital Management, LP | 38,532 | $1.38M | 0.15% | −523−1.3% | Reduced |
| Sterling Capital Management LLC | 38,058 | $1.37M | 0.02% | +6,826+21.9% | Added |
| Capital Investment Advisory Services, LLC | 37,310 | $1.34M | 0.12% | −192−0.5% | Reduced |
| Mork Capital Management, LLC | 36,680 | $1.32M | 1.03% | 00.0% | Unchanged |
| Ted Buchan & Co | 36,425 | $1.31M | 0.62% | −500−1.4% | Reduced |
| HighTower Advisors, LLC | 35,452 | $1.27M | 0.00% | +2,608+7.9% | Added |
| Range Financial Group LLC | 35,410 | $1.27M | 0.56% | +1,508+4.4% | Added |
| Integrated Quantitative Investments LLC | 35,300 | $1.27M | 0.62% | +35,300 | New |
| Handelsbanken Fonder AB | 34,900 | $1.25M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 34,135 | $1.23M | 0.00% | −82−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 33,600 | $1.21M | 0.01% | −1,700−4.8% | Reduced |
| Mariner, LLC | 31,779 | $1.14M | 0.00% | +2,845+9.8% | Added |
| Keynote Financial Services LLC | 31,731 | $1.14M | 0.81% | −135−0.4% | Reduced |
| Birmingham Capital Management Co Inc | 31,600 | $1.13M | 0.43% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 31,437 | $1.13M | 0.00% | +1,770+6.0% | Added |
| Wolverine Trading, LLC | 31,381 | $1.12M | 0.04% | +31,381 | New |
| Fox Run Management, L.L.C. | 30,419 | $1.09M | 0.17% | +1,575+5.5% | Added |
| Virtu Financial LLC | 30,096 | $1.08M | 0.06% | +10,986+57.5% | Added |
| Russell Investments Group, Ltd. | 29,975 | $1.08M | 0.00% | +1,384+4.8% | Added |
| Lecap Asset Management Ltd | 29,589 | $1.06M | 0.25% | +2,059+7.5% | Added |
| M Holdings Securities, Inc. | 29,301 | $1.05M | 0.18% | +233+0.8% | Added |
| Jones Financial Companies LLLP | 29,168 | $1.04M | 0.00% | +1,924+7.1% | Added |
| Stratos Wealth Partners, LTD. | 28,640 | $1.03M | 0.02% | −3,809−11.7% | Reduced |
| Davenport & Co LLC | 28,204 | $1.01M | 0.01% | +904+3.3% | Added |
| Elo Mutual Pension Insurance Co | 28,165 | $1.01M | 0.02% | +28,165 | New |
| Kovitz Investment Group Partners, LLC | 27,889 | $1.00M | 0.01% | +1,469+5.6% | Added |
| Neuberger Berman Group LLC | 27,741 | $996.2K | 0.00% | +6,040+27.8% | Added |
| Cornerstone Wealth Management, LLC | 27,608 | $991.4K | 0.07% | −2,501−8.3% | Reduced |
| Sigma Planning Corp | 27,206 | $977.0K | 0.03% | −310−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 26,902 | $966.1K | 0.03% | −2,529−8.6% | Reduced |
| Convergence Investment Partners, LLC | 26,815 | $962.9K | 0.27% | +26,815 | New |
| Kennedy Capital Management, Inc. | 26,164 | $939.5K | 0.02% | −128,712−83.1% | Reduced |
| Bearing Point Capital, LLC | 25,900 | $930.1K | 0.20% | +1,550+6.4% | Added |
| DMG Group, LLC | 25,749 | $924.6K | 0.75% | +8,250+47.1% | Added |
| Numerai GP LLC | 24,906 | $894.4K | 0.17% | +9,134+57.9% | Added |
| Mutual of America Capital Management LLC | 24,806 | $890.8K | 0.01% | −998−3.9% | Reduced |
| D.A. Davidson & Co. | 24,649 | $885.2K | 0.01% | −49−0.2% | Reduced |
| New Age Alpha Advisors, LLC | 24,604 | $883.5K | 0.04% | +1,096+4.7% | Added |
| Parallax Volatility Advisers, L.P. | 24,553 | $881.7K | 0.03% | +20,403+491.6% | Added |
| Oppenheimer & Co Inc | 24,445 | $877.8K | 0.01% | +6,773+38.3% | Added |
| Pinnacle Financial Partners Inc | 24,367 | $875.0K | 0.02% | +45+0.2% | Added |
| HFG Advisors, Inc. | 24,226 | $870.0K | 0.74% | +15,866+189.8% | Added |
| Boit C F David | 23,990 | $861.5K | 0.43% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23,952 | $860.1K | 0.00% | −49−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,250 | $835.0K | 0.12% | +23,250 | New |
| Sciencast Management LP | 22,517 | $808.6K | 0.19% | −48,617−68.3% | Reduced |
| HB Wealth Management, LLC | 22,329 | $801.8K | 0.01% | +179+0.8% | Added |
| Independent Advisor Alliance | 22,299 | $800.7K | 0.03% | +1,245+5.9% | Added |
| Aigen Investment Management, LP | 22,221 | $798.0K | 0.13% | +6,702+43.2% | Added |
| Scientech Research LLC | 22,018 | $790.7K | 0.21% | +22,018 | New |
| Phillips Financial Management, LLC | 21,592 | $775.4K | 0.06% | +62+0.3% | Added |
| Guggenheim Capital LLC | 20,976 | $753.2K | 0.01% | +6,620+46.1% | Added |
| Cullinan Associates Inc | 20,800 | $746.9K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,761 | $746.0K | 0.00% | −745−3.5% | Reduced |
| OmniStar Financial Group, Inc. | 20,743 | $744.9K | 0.59% | +92+0.4% | Added |
| Systematic Alpha Investments, LLC | 20,738 | $744.7K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20,543 | $737.7K | 0.38% | +30.0% | Added |
| Cowa, LLC | 20,040 | $719.7K | 0.31% | +981+5.1% | Added |
| 111 Capital | 19,991 | $717.9K | 0.14% | +19,991 | New |
| Atlas Capital Advisors LLC | 19,705 | $707.6K | 0.09% | +19,234+4,083.7% | Added |
| 1620 Investment Advisors, Inc. | 19,645 | $705.5K | 0.54% | +208+1.1% | Added |
| Colony Group, LLC | 19,530 | $701.3K | 0.00% | +5,486+39.1% | Added |
| Creative Planning | 19,486 | $699.7K | 0.00% | −4,416−18.5% | Reduced |
| AE Wealth Management LLC | 19,335 | $694.3K | 0.01% | +261+1.4% | Added |
| Conning Inc. | 19,329 | $694.1K | 0.02% | +19,329 | New |
| Patriot Financial Group Insurance Agency, LLC | 18,912 | $679.1K | 0.09% | −365−1.9% | Reduced |
| MTM Investment Management, LLC | 18,612 | $670.2K | 0.26% | 00.0% | Unchanged |
| Commerce Bank | 18,191 | $653.2K | 0.00% | −20−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 18,136 | $651.3K | 0.01% | −97−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 17,968 | $645.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17,856 | $641.2K | 0.01% | +101+0.6% | Added |
| State of Wisconsin Investment Board | 17,608 | $632.3K | 0.00% | +1,738+11.0% | Added |
| CWM, LLC | 17,426 | $626.0K | 0.00% | +1,325+8.2% | Added |
| RSM US Wealth Management LLC | 17,355 | $623.2K | 0.01% | +1,689+10.8% | Added |
| Triasima Portfolio Management inc. | 17,224 | $618.5K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 17,122 | $614.8K | 0.29% | +3,512+25.8% | Added |
| Contravisory Investment Management, Inc. | 16,893 | $606.6K | 0.13% | −126−0.7% | Reduced |
| Bryn Mawr Trust Co | 16,835 | $604.5K | 0.01% | −155−0.9% | Reduced |
| Cim Investment Mangement Inc | 16,676 | $598.8K | 0.14% | −11−0.1% | Reduced |
| Prospera Financial Services Inc | 16,620 | $596.9K | 0.01% | −305−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 16,353 | $587.2K | 0.01% | −1,087−6.2% | Reduced |
| Petrus Trust Company, LTA | 16,124 | $579.0K | 0.05% | +1,829+12.8% | Added |
| Storebrand Asset Management AS | 16,072 | $577.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 15,918 | $571.6K | 0.00% | −41,871−72.5% | Reduced |
| Jacobi Capital Management LLC | 15,858 | $569.5K | 0.04% | −75−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,751 | $565.6K | 0.00% | −1,228−7.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 15,673 | $563.0K | 0.07% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 15,533 | $557.8K | 0.02% | +15,533 | New |
| BluePath Capital Management, LLC | 15,046 | $540.3K | 0.56% | −10,192−40.4% | Reduced |
| Holderness Investments Co | 14,930 | $536.1K | 0.12% | −396−2.6% | Reduced |
| Brevan Howard Capital Management LP | 14,899 | $535.0K | 0.02% | −58,740−79.8% | Reduced |
| 180 Wealth Advisors, LLC | 14,856 | $533.5K | 0.08% | −149−1.0% | Reduced |