Skip to main content

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, Q3 2025

Institutional positions in Lincoln National Corp as of Sep 30, 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
605
+48 vs. Q2 2025
Shares held
134.3M
+4.65M (+3.6%) vs. Q2 2025
Total value
$5.41B
+$928.7M (+20.7%) vs. Q2 2025
New holders
89
193 more added
Sold out
41
194 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 605 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 heldQ3 2025: $5.41B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2025.

Institutions holding LNC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tortoise Investment Management, LLC1$400.00%+1New
Cornerstone Planning Group LLC2$810.00%+2New
SOA Wealth Advisors, LLC.2$990.00%00.0%Unchanged
Palisade Asset Management, LLC4$1620.00%+4New
Bank of Jackson Hole Trust5$2020.00%00.0%Unchanged
Stone House Investment Management, LLC6$2420.00%00.0%Unchanged
DecisionPoint Financial, LLC7$2810.00%00.0%Unchanged
Abound Wealth Management7$2830.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$2850.00%+7New
Horizon Investments, LLC10$3990.00%00.0%Unchanged
Wolff Wiese Magana LLC10$4040.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC11$4430.00%+4+57.1%Added
Raffa Wealth Management, LLC13$5240.00%00.0%Unchanged
Sachetta, LLC13$5250.00%00.0%Unchanged
Financial Consulate, Inc13$5250.00%+13New
Dunhill Financial, LLC14$5620.00%00.0%Unchanged
HFM Investment Advisors, LLC14$5650.00%00.0%Unchanged
Bogart Wealth, LLC14$5650.00%+14New
Rise Advisors, LLC17$6860.00%00.0%Unchanged
Essential Partners LLC17$6860.00%00.0%Unchanged
Flagship Wealth Advisors, LLC19$7660.00%00.0%Unchanged
Fairscale Capital, LLC23$9280.00%00.0%Unchanged
SJS Investment Consulting Inc.23$9280.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC23$9400.00%00.0%Unchanged
Avion Wealth37$1.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC39$1.00K0.00%+39New
TFC Financial Management29$1.17K0.00%00.0%Unchanged
MV Capital Management, Inc.31$1.25K0.00%00.0%Unchanged
Binnacle Investments Inc32$1.29K0.00%+12+60.0%Added
Caldwell Sutter Capital, Inc.36$1.45K0.00%00.0%Unchanged
Albion Financial Group37$1.49K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.40$1.61K0.00%+40New
New England Capital Financial Advisors LLC48$1.93K0.00%+1+2.1%Added
Rialto Wealth Management, LLC48$1.94K0.00%+6+14.3%Added
Kilter Group LLC50$2.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC53$2.14K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC61$2.46K0.00%+61New
Gen-Wealth Partners Inc80$3.23K0.00%00.0%Unchanged
Federated Hermes, Inc.84$3.39K0.00%−63−42.9%Reduced
True Wealth Design, LLC85$3.44K0.00%+19+28.8%Added
Fortitude Family Office, LLC86$3.47K0.00%−47−35.3%Reduced
JFS Wealth Advisors, LLC91$3.67K0.00%−3−3.2%Reduced
Ashton Thomas Securities, LLC92$3.71K0.00%+92New
TD Private Client Wealth LLC97$3.91K0.00%00.0%Unchanged
Grove Bank & Trust99$3.99K0.00%00.0%Unchanged
Key Financial Inc100$4.01K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC100$4.03K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc100$4.03K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$4.03K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC117$4.72K0.00%00.0%Unchanged
Anfield Capital Management, LLC121$4.88K0.00%00.0%Unchanged
First Pacific Financial125$5.04K0.00%00.0%Unchanged
High Note Wealth, LLC128$5.16K0.00%−4−3.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.143$5.77K0.00%00.0%Unchanged
Creative Financial Designs Inc145$5.85K0.00%00.0%Unchanged
Archer Investment Corp158$6.37K0.00%00.0%Unchanged
American Capital Advisory, LLC167$6.74K0.00%00.0%Unchanged
Bare Financial Services, Inc171$6.90K0.00%−4−2.3%Reduced
Ogorek Anthony Joseph174$7.00K0.00%00.0%Unchanged
Addison Advisors LLC194$7.83K0.00%00.0%Unchanged
Sunbelt Securities, Inc.195$7.86K0.00%+195New
TD Waterhouse Canada Inc.200$8.02K0.00%+200New
Private Wealth Management Group, LLC204$8.23K0.00%00.0%Unchanged
WPG Advisers, LLC208$8.39K0.01%+78+60.0%Added
Pacific Center for Financial Services210$8.47K0.00%00.0%Unchanged
Hollencrest Capital Management212$8.57K0.00%+2+1.0%Added
Gladwyn Financial Advisors, Inc.220$8.88K0.01%+2+0.9%Added
S&T Bank246$9.92K0.00%+246New
Principal Securities, Inc.267$10.8K0.00%+184+221.7%Added
Parkside Financial Bank & Trust290$11.7K0.00%−740−71.8%Reduced
Bell Investment Advisors, Inc291$11.7K0.00%00.0%Unchanged
Hemington Wealth Management300$12.0K0.00%+33+12.4%Added
Crowley Wealth Management, Inc.300$12.1K0.01%00.0%Unchanged
WealthCollab, LLC319$12.9K0.01%+264+480.0%Added
Geneos Wealth Management Inc.323$13.0K0.00%−204−38.7%Reduced
Ronald Blue Trust, Inc.332$13.4K0.00%+10+3.1%Added
Tidemark, LLC335$13.5K0.00%00.0%Unchanged
Atlantic Trust, LLC390$15.7K0.00%00.0%Unchanged
Rakuten Securities, Inc.391$15.8K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC400$16.1K0.00%−450−52.9%Reduced
UMA Financial Services, Inc.410$16.5K0.00%00.0%Unchanged
Oakworth Capital, Inc.414$16.7K0.00%00.0%Unchanged
Massmutual Trust Co FSB458$18.5K0.00%00.0%Unchanged
Westside Investment Management, Inc.484$19.4K0.00%+242+100.0%Added
Atlantic Edge Private Wealth Management, LLC500$20.2K0.01%00.0%Unchanged
Brown Brothers Harriman & Co502$20.2K0.00%+502New
Root Financial Partners, LLC521$21.0K0.00%+521New
Cromwell Holdings LLC522$21.1K0.01%00.0%Unchanged
Private Trust Co NA546$22.0K0.00%00.0%Unchanged
South State Corp.548$22.1K0.00%+211+62.6%Added
Wealthspire Advisors, LLC597$24.1K0.00%+597New
United Community Bank598$24.1K0.01%+598New
Whittier Trust Co648$26.6K0.00%+79+13.9%Added
JPL Wealth Management, LLC721$29.1K0.01%+721New
Manchester Capital Management LLC728$29.4K0.00%−96−11.7%Reduced
SBI Securities Co., Ltd.742$29.9K0.00%−183−19.8%Reduced
Deseret Mutual Benefit Administrators751$30.3K0.01%00.0%Unchanged
Central Pacific Bank - Trust Division780$31.5K0.00%00.0%Unchanged
Salomon & Ludwin, LLC773$31.8K0.00%+773New
Trust Co of Vermont800$32.3K0.00%00.0%Unchanged