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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.

Institutional holdersQ1 2026: 616 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 heldQ1 2026: $5.56B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q4 2025.

Institutions holding LNC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
V-Square Quantitative Management LLC703$25.0K0.00%00.0%Unchanged
Whittier Trust Co651$23.0K0.00%+3+0.5%Added
Matrix Trust Co620$22.0K0.00%+620New
South State Corp.610$21.7K0.00%+112+22.5%Added
Owl Creek Wealth Partners LLC561$19.9K0.01%+561New
Root Financial Partners, LLC551$19.6K0.00%−64−10.4%Reduced
Cromwell Holdings LLC527$18.7K0.01%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC501$17.8K0.00%+501New
Cedar Mountain Advisors, LLC479$17.0K0.00%+479New
Westside Investment Management, Inc.484$16.9K0.00%00.0%Unchanged
Rossby Financial, LCC430$15.2K0.00%+9+2.1%Added
Oakworth Capital, Inc.414$14.7K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.400$14.2K0.00%+400New
Massmutual Trust Co FSB338$12.0K0.00%−185−35.4%Reduced
UMA Financial Services, Inc.335$11.9K0.00%00.0%Unchanged
Tidemark, LLC335$11.9K0.00%+335New
Cullen/Frost Bankers, Inc.334$11.9K0.00%−4,331−92.8%Reduced
Geneos Wealth Management Inc.323$11.5K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.322$11.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc320$11.4K0.00%−25−7.2%Reduced
WealthCollab, LLC319$11.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust284$10.1K0.00%−57−16.7%Reduced
Walsh & Associates, LLC265$9.41K0.01%00.0%Unchanged
Bare Financial Services, Inc248$8.80K0.00%+77+45.0%Added
Atlantic Trust, LLC239$8.48K0.00%−85−26.2%Reduced
Keating Financial Advisory Services, Inc.227$8.06K0.00%+137+152.2%Added
Gladwyn Financial Advisors, Inc.223$7.90K0.01%00.0%Unchanged
WPG Advisers, LLC220$7.81K0.01%−38−14.7%Reduced
Hollencrest Capital Management217$7.70K0.00%+2+0.9%Added
Pacific Center for Financial Services210$7.46K0.00%00.0%Unchanged
Private Wealth Management Group, LLC204$7.24K0.00%00.0%Unchanged
Danske Bank A/S200$7.10K0.00%−1,600−88.9%Reduced
Sunbelt Securities, Inc.195$6.92K0.00%00.0%Unchanged
Addison Advisors LLC194$6.89K0.00%−66−25.4%Reduced
CoreCap Advisors, LLC179$6.36K0.00%+179New
American Capital Advisory, LLC167$5.93K0.00%00.0%Unchanged
True Wealth Design, LLC163$5.79K0.00%+80+96.4%Added
JFS Wealth Advisors, LLC151$5.36K0.00%+8+5.6%Added
PlanVest Financial, Inc150$5.33K0.00%+150New
Creative Financial Designs Inc145$5.15K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.143$5.08K0.00%00.0%Unchanged
Strive Financial Group ,LLC152$5.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC134$4.76K0.00%+17+14.5%Added
High Note Wealth, LLC128$4.54K0.00%00.0%Unchanged
Fortitude Family Office, LLC128$4.54K0.00%+24+23.1%Added
Anfield Capital Management, LLC121$4.30K0.00%00.0%Unchanged
Ogorek Anthony Joseph117$4.00K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC112$3.98K0.00%00.0%Unchanged
Synergy Investment Management, LLC111$3.94K0.00%+111New
Sunrise Financial Services, LLC102$3.62K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC100$3.55K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$3.55K0.00%00.0%Unchanged
Key Financial Inc100$3.55K0.00%00.0%Unchanged
Grove Bank & Trust99$3.52K0.00%00.0%Unchanged
TD Private Client Wealth LLC97$3.44K0.00%00.0%Unchanged
ZRC Wealth Management, LLC97$3.44K0.00%+97New
Farmers & Merchants Investments Inc95$3.37K0.00%−5−5.0%Reduced
Kilter Group LLC90$3.19K0.00%−5−5.3%Reduced
Westend Capital Management, LLC86$3.05K0.00%−2,612−96.8%Reduced
Intentional Wealth Strategies, LLC86$3.05K0.00%+86New
Federated Hermes, Inc.82$2.91K0.00%−2−2.4%Reduced
Gen-Wealth Partners Inc80$2.84K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC79$2.80K0.00%00.0%Unchanged
Colonial Trust Co75$2.65K0.00%+10+15.4%Added
Ares Financial Consulting, LLC71$2.50K0.00%00.0%Unchanged
Accordant Advisory Group Inc63$2.24K0.00%−41,681−99.8%Reduced
Brown Brothers Harriman & Co54$1.92K0.00%−194−78.2%Reduced
New England Capital Financial Advisors LLC49$1.74K0.00%+1+2.1%Added
Bruce G. Allen Investments, LLC47$1.67K0.00%−6−11.3%Reduced
Rialto Wealth Management, LLC46$1.63K0.00%−5−9.8%Reduced
Bayban44$1.56K0.00%00.0%Unchanged
Albion Financial Group37$1.31K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.36$1.28K0.00%00.0%Unchanged
Cornerstone Financial Management LLC34$1.21K0.00%−42−55.3%Reduced
MV Capital Management, Inc.33$1.17K0.00%+2+6.5%Added
Elevated Capital Advisors, LLC32$1.14K0.00%00.0%Unchanged
Ankerstar Wealth, LLC31$1.10K0.00%00.0%Unchanged
Robinswood Financial LLC31$1.10K0.00%+31New
TFC Financial Management30$1.06K0.00%+1+3.4%Added
Bogart Wealth, LLC30$1.06K0.00%+30New
Holos Integrated Wealth LLC26$9080.00%+26New
SHP Wealth Management25$8880.00%+25New
Zions Bancorporation, National Association24$8520.00%+24New
Whipplewood Advisors, LLC24$8520.00%+24New
Mowery & Schoenfeld Wealth Management, LLC23$8270.00%00.0%Unchanged
Fairscale Capital, LLC23$8170.00%00.0%Unchanged
Torren Management, LLC21$7460.00%00.0%Unchanged
Central Trust Co21$7460.00%+18+600.0%Added
Bay Harbor Wealth Management, LLC21$7450.00%+4+23.5%Added
Horizon Investments, LLC20$7010.00%+10+100.0%Added
Flagship Wealth Advisors, LLC19$6570.00%00.0%Unchanged
Nemes Rush Group LLC18$6390.00%00.0%Unchanged
Dunhill Financial, LLC16$5970.00%−3−15.8%Reduced
Gilpin Wealth Management, LLC16$5680.00%+2+14.3%Added
Raffa Wealth Management, LLC16$5680.00%+3+23.1%Added
HFM Investment Advisors, LLC14$4970.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.14$4970.00%00.0%Unchanged
Financial Consulate, Inc13$4620.00%00.0%Unchanged
Sachetta, LLC13$4620.00%00.0%Unchanged
Essential Partners LLC11$3910.00%−6−35.3%Reduced