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; 619 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, Q2 2026
Institutional positions in Lincoln National Corp as of Jun 30, 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
- 619
- +11 vs. Q1 2026
- Shares held
- 164.1M
- +7.62M (+4.9%) vs. Q1 2026
- Total value
- $5.80B
- +$246.8M (+4.4%) vs. Q1 2026
- New holders
- 82
- 239 more added
- Sold out
- 71
- 187 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 619 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tidemark, LLC | 335 | $11.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 335 | $11.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 345 | $12.2K | 0.00% | +7+2.1% | Added |
| HHM Wealth Advisors, LLC | 348 | $12.3K | 0.00% | −565−61.9% | Reduced |
| True Wealth Design, LLC | 369 | $13.0K | 0.00% | +206+126.4% | Added |
| Optiver Holding B.V. | 396 | $14.0K | 0.00% | +396 | New |
| Oakworth Capital, Inc. | 414 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 430 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 456 | $16.1K | 0.00% | +208+83.9% | Added |
| Cedar Mountain Advisors, LLC | 479 | $16.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 484 | $17.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 451 | $17.3K | 0.00% | −200−30.7% | Reduced |
| Cromwell Holdings LLC | 540 | $19.1K | 0.01% | +13+2.5% | Added |
| First National Bank | 625 | $22.1K | 0.01% | +625 | New |
| Cullen/Frost Bankers, Inc. | 659 | $23.3K | 0.00% | +325+97.3% | Added |
| Westfuller Advisors, LLC | 675 | $23.9K | 0.01% | +675 | New |
| Kennebec Savings Bank | 700 | $24.7K | 0.02% | +700 | New |
| Mather Group, LLC. | 721 | $25.5K | 0.00% | +8+1.1% | Added |
| JPL Wealth Management, LLC | 734 | $25.9K | 0.01% | +13+1.8% | Added |
| SBI Securities Co., Ltd. | 776 | $27.4K | 0.00% | +36+4.9% | Added |
| Central Pacific Bank - Trust Division | 780 | $27.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $28.3K | 0.00% | +800 | New |
| Manchester Capital Management LLC | 821 | $29.0K | 0.00% | +99+13.7% | Added |
| Los Angeles Capital Management LLC | 836 | $29.6K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 858 | $30.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 808 | $31.7K | 0.00% | −800−49.8% | Reduced |
| SJS Investment Consulting Inc. | 912 | $32.2K | 0.00% | −553−37.7% | Reduced |
| NBC Securities, Inc. | 919 | $32.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 930 | $32.9K | 0.02% | −43−4.4% | Reduced |
| Umb Bank N A | 992 | $35.1K | 0.00% | +121+13.9% | Added |
| Adirondack Trust Co | 1,000 | $35.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,025 | $36.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,037 | $36.7K | 0.01% | +476+84.8% | Added |
| Ancora Advisors, LLC | 1,064 | $37.6K | 0.00% | −93−8.0% | Reduced |
| Action Point Financial Planning, LLC | 1,089 | $38.3K | 0.00% | +1,089 | New |
| Essential Partners LLC | 1,088 | $38.5K | 0.02% | +1,077+9,790.9% | Added |
| Atlas Capital Advisors LLC | 1,098 | $38.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,200 | $42.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,208 | $42.7K | 0.00% | +84+7.5% | Added |
| Friedenthal Financial | 1,210 | $42.8K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,211 | $42.8K | 0.01% | −32−2.6% | Reduced |
| HM Payson & Co | 1,291 | $45.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,323 | $46.8K | 0.00% | −951−41.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,348 | $48.4K | 0.00% | +1,205+842.7% | Added |
| Blue Bell Private Wealth Management, LLC | 1,410 | $49.8K | 0.01% | −50−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,500 | $53.0K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,565 | $55.3K | 0.02% | −160−9.3% | Reduced |
| Crews Bank & Trust | 1,600 | $56.6K | 0.01% | −138−7.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,634 | $57.8K | 0.01% | +1,634 | New |
| Salomon & Ludwin, LLC | 1,609 | $58.3K | 0.00% | −483−23.1% | Reduced |
| CVA Family Office, LLC | 1,676 | $59.2K | 0.01% | +45+2.8% | Added |
| CX Institutional | 1,722 | $61.0K | 0.00% | +20+1.2% | Added |
| DT Investment Partners, LLC | 1,736 | $61.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,753 | $62.0K | 0.00% | +100+6.0% | Added |
| CoreCap Advisors, LLC | 1,853 | $65.5K | 0.00% | +1,674+935.2% | Added |
| Eastern Bank | 1,865 | $65.9K | 0.00% | +585+45.7% | Added |
| Employees Retirement System of Texas | 1,934 | $68.0K | 0.00% | +1,934 | New |
| EverSource Wealth Advisors, LLC | 1,929 | $68.2K | 0.00% | +132+7.3% | Added |
| Measured Wealth Private Client Group, LLC | 2,030 | $71.8K | 0.02% | −2,927−59.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,081 | $73.6K | 0.01% | −75−3.5% | Reduced |
| Commonwealth Retirement Investments LLC | 2,174 | $76.9K | 0.02% | +2,174 | New |
| Nomura Asset Management Co Ltd | 2,210 | $78.1K | 0.00% | −2,220−50.1% | Reduced |
| Advisors Asset Management, Inc. | 2,266 | $80.1K | 0.00% | −72−3.1% | Reduced |
| Anchor Investment Management, LLC | 2,346 | $82.9K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,400 | $84.8K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,431 | $86.0K | 0.00% | −608−20.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,513 | $88.8K | 0.01% | +2,513 | New |
| LRI Investments, LLC | 2,518 | $89.0K | 0.01% | +268+11.9% | Added |
| Atlantic Union Bankshares Corp | 2,662 | $94.1K | 0.00% | −400−13.1% | Reduced |
| Continuum Advisory, LLC | 2,693 | $95.2K | 0.01% | +2,693 | New |
| McMillan Office, Inc. | 2,800 | $99.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $106.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,080 | $109.0K | 0.00% | +783+34.1% | Added |
| Covestor Ltd | 3,247 | $115.0K | 0.07% | −651−16.7% | Reduced |
| Clear Street Markets LLC | 3,300 | $116.7K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,304 | $116.8K | 0.00% | +867+35.6% | Added |
| Parallel Advisors, LLC | 3,398 | $120.1K | 0.00% | −271−7.4% | Reduced |
| Nykredit A/S | 3,833 | $135.5K | 0.00% | +3,833 | New |
| Private Trust Co NA | 3,857 | $136.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,176 | $147.6K | 0.00% | +4,176 | New |
| Versant Capital Management, Inc | 4,483 | $158.5K | 0.01% | +77+1.7% | Added |
| Triumph Capital Management | 4,693 | $165.9K | 0.03% | +140+3.1% | Added |
| National Bank of Canada | 4,885 | $172.8K | 0.00% | −387−7.3% | Reduced |
| Operose Advisors LLC | 5,000 | $176.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 5,006 | $177.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,013 | $177.2K | 0.00% | +765+18.0% | Added |
| Huntington National Bank | 5,125 | $181.2K | 0.00% | −250−4.7% | Reduced |
| STRS Ohio | 5,613 | $198.4K | 0.00% | +1,540+37.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,718 | $202.1K | 0.00% | +5,718 | New |
| Meridian Investment Counsel Inc. | 5,757 | $203.5K | 0.04% | −3,340−36.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,792 | $204.7K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,824 | $205.9K | 0.00% | +155+2.7% | Added |
| Eads & Heald Wealth Management | 5,828 | $206.0K | 0.10% | −770−11.7% | Reduced |
| Paragon Capital Management Ltd | 5,836 | $206.3K | 0.04% | −3−0.1% | Reduced |
| Smartleaf Asset Management LLC | 5,642 | $206.4K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,412 | $207.0K | 0.00% | +4,412 | New |
| Ausdal Financial Partners, Inc. | 5,857 | $207.0K | 0.01% | +144+2.5% | Added |
| RSM US Wealth Management LLC | 5,877 | $207.7K | 0.00% | −1,027−14.9% | Reduced |
| Home Federal Bank of Tennessee | 5,875 | $207.7K | 0.04% | +5,875 | New |
| Stirlingshire Investments, Inc. | 5,885 | $208.0K | 0.15% | +5,885 | New |