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 |
|---|---|---|---|---|---|
| Wealth Alliance | 6,682 | $237.2K | 0.02% | −122−1.8% | Reduced |
| Equitable Holdings, Inc. | 5,414 | $236.6K | 0.00% | +715+15.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,614 | $234.8K | 0.09% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,598 | $234.2K | 0.12% | 00.0% | Unchanged |
| Sym Financial Corp | 6,588 | $233.9K | 0.02% | −124−1.8% | Reduced |
| Diversified Trust Co | 6,583 | $233.7K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 6,559 | $232.8K | 0.01% | +6,559 | New |
| Meeder Advisory Services, Inc. | 6,531 | $231.9K | 0.01% | −315−4.6% | Reduced |
| Rothschild Investment LLC | 6,517 | $231.4K | 0.01% | −91−1.4% | Reduced |
| Baird Financial Group, Inc. | 6,372 | $226.2K | 0.00% | +6,372 | New |
| Sentry LLC | 6,300 | $223.7K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,272 | $222.7K | 0.01% | −11,127−64.0% | Reduced |
| Teacher Retirement System of Texas | 6,238 | $221.4K | 0.00% | −19,367−75.6% | Reduced |
| Bryn Mawr Trust Co | 6,237 | $221.4K | 0.01% | −102−1.6% | Reduced |
| Allworth Financial LP | 6,227 | $221.0K | 0.00% | +84+1.4% | Added |
| Chicago Partners Investment Group LLC | 5,987 | $220.5K | 0.00% | +5,987 | New |
| Moneta Group Investment Advisors LLC | 6,106 | $216.8K | 0.00% | +1,009+19.8% | Added |
| Assetmark, Inc | 6,088 | $216.1K | 0.00% | +988+19.4% | Added |
| Welch & Forbes LLC | 6,050 | $214.8K | 0.00% | +50+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 5,964 | $211.7K | 0.01% | +299+5.3% | Added |
| Smith, Salley & Associates | 5,869 | $208.3K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,863 | $208.1K | 0.01% | −983−14.4% | Reduced |
| Paragon Capital Management Ltd | 5,839 | $207.3K | 0.04% | −249−4.1% | Reduced |
| Plancorp, LLC | 6,045 | $206.7K | 0.01% | −6−0.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,792 | $205.6K | 0.03% | +792+15.8% | Added |
| Bayforest Capital Ltd | 5,743 | $203.9K | 0.23% | +5,743 | New |
| Apollon Wealth Management, LLC | 5,722 | $203.1K | 0.00% | +184+3.3% | Added |
| Ausdal Financial Partners, Inc. | 5,713 | $202.8K | 0.01% | +69+1.2% | Added |
| Lido Advisors, LLC | 5,695 | $202.2K | 0.00% | +5,695 | New |
| RFG Advisory, LLC | 5,669 | $201.3K | 0.00% | +5+0.1% | Added |
| Smartleaf Asset Management LLC | 5,642 | $192.3K | 0.01% | +1,532+37.3% | Added |
| Huntington National Bank | 5,375 | $190.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,272 | $187.2K | 0.00% | +1,724+48.6% | Added |
| KBC Group NV | 5,006 | $178.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Measured Wealth Private Client Group, LLC | 4,957 | $176.0K | 0.05% | −15,752−76.1% | Reduced |
| Triumph Capital Management | 4,553 | $161.6K | 0.03% | +105+2.4% | Added |
| Nomura Asset Management Co Ltd | 4,430 | $157.3K | 0.00% | +1,150+35.1% | Added |
| Versant Capital Management, Inc | 4,406 | $156.4K | 0.02% | +247+5.9% | Added |
| IFP Advisors, Inc | 4,248 | $150.8K | 0.00% | −1,469−25.7% | Reduced |
| Sound Income Strategies, LLC | 4,237 | $149.3K | 0.01% | −2,447−36.6% | Reduced |
| Archer Investment Corp | 4,200 | $149.1K | 0.03% | +4,042+2,558.2% | Added |
| STRS Ohio | 4,073 | $144.6K | 0.00% | −6−0.1% | Reduced |
| Covestor Ltd | 3,898 | $138.0K | 0.10% | −490−11.2% | Reduced |
| Private Trust Co NA | 3,857 | $136.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,669 | $130.3K | 0.00% | +912+33.1% | Added |
| Clear Street Markets LLC | 3,300 | $117.2K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $110.8K | 0.00% | −1,000−25.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,062 | $108.7K | 0.00% | −132−4.1% | Reduced |
| Larson Financial Group LLC | 3,039 | $107.9K | 0.00% | +1,952+179.6% | Added |
| AlphaCore Capital LLC | 2,980 | $105.8K | 0.00% | −3,392−53.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,852 | $101.2K | 0.02% | −12,964−82.0% | Reduced |
| McMillan Office, Inc. | 2,800 | $99.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,437 | $86.5K | 0.00% | −512−17.4% | Reduced |
| Vision Financial Markets LLC | 2,400 | $85.2K | 0.08% | −400−14.3% | Reduced |
| Anchor Investment Management, LLC | 2,346 | $83.3K | 0.01% | −149−6.0% | Reduced |
| Advisors Asset Management, Inc. | 2,338 | $83.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,297 | $82.0K | 0.00% | −873−27.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,274 | $80.7K | 0.00% | +276+13.8% | Added |
| LRI Investments, LLC | 2,250 | $79.9K | 0.01% | +2,250 | New |
| MAI Capital Management | 2,164 | $76.8K | 0.00% | +9+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,156 | $76.6K | 0.01% | +1,447+204.1% | Added |
| Salomon & Ludwin, LLC | 2,092 | $73.0K | 0.01% | +836+66.6% | Added |
| EverSource Wealth Advisors, LLC | 1,797 | $63.8K | 0.00% | +61+3.5% | Added |
| Crews Bank & Trust | 1,738 | $61.7K | 0.01% | +138+8.6% | Added |
| DT Investment Partners, LLC | 1,736 | $61.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,725 | $61.2K | 0.02% | +1,725 | New |
| CX Institutional | 1,702 | $60.0K | 0.00% | −1−0.1% | Reduced |
| CVA Family Office, LLC | 1,631 | $57.9K | 0.01% | +256+18.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,608 | $56.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,653 | $56.5K | 0.00% | −104−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,500 | $53.3K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,498 | $53.2K | 0.02% | −487−24.5% | Reduced |
| SJS Investment Consulting Inc. | 1,465 | $52.0K | 0.01% | +1,442+6,269.6% | Added |
| Blue Bell Private Wealth Management, LLC | 1,460 | $51.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,291 | $45.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,280 | $45.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,243 | $44.1K | 0.02% | +492+65.5% | Added |
| Friedenthal Financial | 1,210 | $43.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $42.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,157 | $41.1K | 0.00% | −491−29.8% | Reduced |
| Quent Capital, LLC | 1,124 | $39.9K | 0.00% | −311−21.7% | Reduced |
| Atlas Capital Advisors LLC | 1,098 | $39.0K | 0.00% | −1,849−62.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,025 | $36.0K | 0.00% | −11−1.1% | Reduced |
| Adirondack Trust Co | 1,000 | $35.5K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 973 | $34.6K | 0.02% | +119+13.9% | Added |
| NBT Bank N A | 968 | $34.4K | 0.00% | +923+2,051.1% | Added |
| NBC Securities, Inc. | 919 | $32.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 913 | $32.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 871 | $30.9K | 0.00% | −132−13.2% | Reduced |
| TIAA Wealth Investment Management LLC | 858 | $30.5K | 0.00% | +858 | New |
| Boyd Watterson Asset Management LLC | 850 | $30.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 836 | $29.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 815 | $28.9K | 0.00% | +815 | New |
| Central Pacific Bank - Trust Division | 780 | $27.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 740 | $26.3K | 0.00% | −41−5.2% | Reduced |
| Manchester Capital Management LLC | 722 | $25.6K | 0.00% | −8−1.1% | Reduced |
| JPL Wealth Management, LLC | 721 | $25.6K | 0.01% | +721 | New |
| Mather Group, LLC. | 713 | $25.3K | 0.00% | +713 | New |