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 2026
Institutional positions in Lincoln National Corp as of Mar 31, 2026. 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
- 616
- −2 vs. Q4 2025
- Shares held
- 156.6M
- +20.9M (+15.4%) vs. Q4 2025
- Total value
- $5.56B
- −$474.7M (−7.9%) vs. Q4 2025
- New holders
- 86
- 227 more added
- Sold out
- 88
- 188 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2026
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 335 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $11.9K | 0.00% | +335 | New |
| Massmutual Trust Co FSB | 338 | $12.0K | 0.00% | −185−35.4% | Reduced |
| Hillsdale Investment Management Inc. | 400 | $14.2K | 0.00% | +400 | New |
| Oakworth Capital, Inc. | 414 | $14.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 430 | $15.2K | 0.00% | +9+2.1% | Added |
| Westside Investment Management, Inc. | 484 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 479 | $17.0K | 0.00% | +479 | New |
| Twin Peaks Wealth Advisors, LLC | 501 | $17.8K | 0.00% | +501 | New |
| Cromwell Holdings LLC | 527 | $18.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 551 | $19.6K | 0.00% | −64−10.4% | Reduced |
| Owl Creek Wealth Partners LLC | 561 | $19.9K | 0.01% | +561 | New |
| South State Corp. | 610 | $21.7K | 0.00% | +112+22.5% | Added |
| Matrix Trust Co | 620 | $22.0K | 0.00% | +620 | New |
| Whittier Trust Co | 651 | $23.0K | 0.00% | +3+0.5% | Added |
| V-Square Quantitative Management LLC | 703 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 713 | $25.3K | 0.00% | +713 | New |
| JPL Wealth Management, LLC | 721 | $25.6K | 0.01% | +721 | New |
| Manchester Capital Management LLC | 722 | $25.6K | 0.00% | −8−1.1% | Reduced |
| SBI Securities Co., Ltd. | 740 | $26.3K | 0.00% | −41−5.2% | Reduced |
| Central Pacific Bank - Trust Division | 780 | $27.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 815 | $28.9K | 0.00% | +815 | New |
| Los Angeles Capital Management LLC | 836 | $29.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 850 | $30.2K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 858 | $30.5K | 0.00% | +858 | New |
| Umb Bank N A | 871 | $30.9K | 0.00% | −132−13.2% | Reduced |
| HHM Wealth Advisors, LLC | 913 | $32.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 919 | $32.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 968 | $34.4K | 0.00% | +923+2,051.1% | Added |
| Signature Equity Partners, LLC | 973 | $34.6K | 0.02% | +119+13.9% | Added |
| Adirondack Trust Co | 1,000 | $35.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $36.0K | 0.00% | −11−1.1% | Reduced |
| Atlas Capital Advisors LLC | 1,098 | $39.0K | 0.00% | −1,849−62.7% | Reduced |
| Quent Capital, LLC | 1,124 | $39.9K | 0.00% | −311−21.7% | Reduced |
| Ancora Advisors, LLC | 1,157 | $41.1K | 0.00% | −491−29.8% | Reduced |
| Barrett & Company, Inc. | 1,200 | $42.6K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 1,210 | $43.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,243 | $44.1K | 0.02% | +492+65.5% | Added |
| Eastern Bank | 1,280 | $45.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,291 | $45.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,460 | $51.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,465 | $52.0K | 0.01% | +1,442+6,269.6% | Added |
| C M Bidwell & Associates Ltd | 1,498 | $53.2K | 0.02% | −487−24.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,500 | $53.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,653 | $56.5K | 0.00% | −104−5.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,608 | $56.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,631 | $57.9K | 0.01% | +256+18.6% | Added |
| CX Institutional | 1,702 | $60.0K | 0.00% | −1−0.1% | Reduced |
| Southern Michigan Bank & Trust | 1,725 | $61.2K | 0.02% | +1,725 | New |
| DT Investment Partners, LLC | 1,736 | $61.6K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,738 | $61.7K | 0.01% | +138+8.6% | Added |
| EverSource Wealth Advisors, LLC | 1,797 | $63.8K | 0.00% | +61+3.5% | Added |
| Salomon & Ludwin, LLC | 2,092 | $73.0K | 0.01% | +836+66.6% | Added |
| Transamerica Financial Advisors, Inc. | 2,156 | $76.6K | 0.01% | +1,447+204.1% | Added |
| MAI Capital Management | 2,164 | $76.8K | 0.00% | +9+0.4% | Added |
| LRI Investments, LLC | 2,250 | $79.9K | 0.01% | +2,250 | New |
| Tower Research Capital LLC (TRC) | 2,274 | $80.7K | 0.00% | +276+13.8% | Added |
| Hantz Financial Services, Inc. | 2,297 | $82.0K | 0.00% | −873−27.5% | Reduced |
| Advisors Asset Management, Inc. | 2,338 | $83.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,346 | $83.3K | 0.01% | −149−6.0% | Reduced |
| Vision Financial Markets LLC | 2,400 | $85.2K | 0.08% | −400−14.3% | Reduced |
| Clearstead Advisors, LLC | 2,437 | $86.5K | 0.00% | −512−17.4% | Reduced |
| McMillan Office, Inc. | 2,800 | $99.4K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,852 | $101.2K | 0.02% | −12,964−82.0% | Reduced |
| AlphaCore Capital LLC | 2,980 | $105.8K | 0.00% | −3,392−53.2% | Reduced |
| Larson Financial Group LLC | 3,039 | $107.9K | 0.00% | +1,952+179.6% | Added |
| Atlantic Union Bankshares Corp | 3,062 | $108.7K | 0.00% | −132−4.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $110.8K | 0.00% | −1,000−25.0% | Reduced |
| Clear Street Markets LLC | 3,300 | $117.2K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,669 | $130.3K | 0.00% | +912+33.1% | Added |
| Private Trust Co NA | 3,857 | $136.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,898 | $138.0K | 0.10% | −490−11.2% | Reduced |
| STRS Ohio | 4,073 | $144.6K | 0.00% | −6−0.1% | Reduced |
| Archer Investment Corp | 4,200 | $149.1K | 0.03% | +4,042+2,558.2% | Added |
| Sound Income Strategies, LLC | 4,237 | $149.3K | 0.01% | −2,447−36.6% | Reduced |
| IFP Advisors, Inc | 4,248 | $150.8K | 0.00% | −1,469−25.7% | Reduced |
| Versant Capital Management, Inc | 4,406 | $156.4K | 0.02% | +247+5.9% | Added |
| Nomura Asset Management Co Ltd | 4,430 | $157.3K | 0.00% | +1,150+35.1% | Added |
| Triumph Capital Management | 4,553 | $161.6K | 0.03% | +105+2.4% | Added |
| Measured Wealth Private Client Group, LLC | 4,957 | $176.0K | 0.05% | −15,752−76.1% | Reduced |
| Delta Asset Management LLC | 5,000 | $177.5K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $177.5K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 5,006 | $178.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,272 | $187.2K | 0.00% | +1,724+48.6% | Added |
| Huntington National Bank | 5,375 | $190.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,642 | $192.3K | 0.01% | +1,532+37.3% | Added |
| RFG Advisory, LLC | 5,669 | $201.3K | 0.00% | +5+0.1% | Added |
| Lido Advisors, LLC | 5,695 | $202.2K | 0.00% | +5,695 | New |
| Ausdal Financial Partners, Inc. | 5,713 | $202.8K | 0.01% | +69+1.2% | Added |
| Apollon Wealth Management, LLC | 5,722 | $203.1K | 0.00% | +184+3.3% | Added |
| Bayforest Capital Ltd | 5,743 | $203.9K | 0.23% | +5,743 | New |
| Summit Financial Wealth Advisors, LLC | 5,792 | $205.6K | 0.03% | +792+15.8% | Added |
| Plancorp, LLC | 6,045 | $206.7K | 0.01% | −6−0.1% | Reduced |
| Paragon Capital Management Ltd | 5,839 | $207.3K | 0.04% | −249−4.1% | Reduced |
| DRW Securities, LLC | 5,863 | $208.1K | 0.01% | −983−14.4% | Reduced |
| Smith, Salley & Associates | 5,869 | $208.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,964 | $211.7K | 0.01% | +299+5.3% | Added |
| Welch & Forbes LLC | 6,050 | $214.8K | 0.00% | +50+0.8% | Added |
| Assetmark, Inc | 6,088 | $216.1K | 0.00% | +988+19.4% | Added |
| Moneta Group Investment Advisors LLC | 6,106 | $216.8K | 0.00% | +1,009+19.8% | Added |