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 |
|---|---|---|---|---|---|
| Phillips Financial Management, LLC | 13,696 | $484.2K | 0.04% | −3,366−19.7% | Reduced |
| Capital Asset Advisory Services LLC | 13,271 | $469.1K | 0.02% | +13,271 | New |
| Merit Financial Group, LLC | 13,145 | $464.7K | 0.00% | +4,362+49.7% | Added |
| Xponance, Inc. | 13,033 | $460.7K | 0.00% | −59−0.5% | Reduced |
| EP Wealth Advisors, LLC | 12,562 | $444.1K | 0.00% | +2,164+20.8% | Added |
| Blair William & Co | 12,331 | $435.9K | 0.00% | +1,782+16.9% | Added |
| CIBC World Markets Inc. | 12,298 | $434.7K | 0.00% | −1,360−10.0% | Reduced |
| 180 Wealth Advisors, LLC | 12,298 | $434.7K | 0.04% | −934−7.1% | Reduced |
| BOS Asset Management, LLC | 12,297 | $434.7K | 0.10% | −46−0.4% | Reduced |
| Lantz Financial LLC | 12,022 | $425.0K | 0.08% | −30.0% | Reduced |
| Stephens Inc | 12,002 | $424.3K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 12,000 | $424.0K | 0.11% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,935 | $421.9K | 0.00% | +27+0.2% | Added |
| Savant Capital, LLC | 11,611 | $418.1K | 0.00% | +1,301+12.6% | Added |
| Rockefeller Capital Management L.P. | 11,703 | $413.7K | 0.00% | +4,335+58.8% | Added |
| Quadrant Capital Group LLC | 11,397 | $402.9K | 0.01% | −15−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 11,385 | $402.5K | 0.00% | +11,385 | New |
| Swiss Life Asset Management Ltd | 11,368 | $401.9K | 0.00% | +1,065+10.3% | Added |
| EFG International AG | 11,210 | $396.3K | 0.01% | +413+3.8% | Added |
| Sterling Capital Management LLC | 11,070 | $391.3K | 0.01% | −46,348−80.7% | Reduced |
| Coldstream Capital Management Inc | 11,068 | $391.3K | 0.00% | −19−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,036 | $390.1K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 10,730 | $379.3K | 0.12% | +1,680+18.6% | Added |
| Blueshift Asset Management, LLC | 10,585 | $374.2K | 0.09% | +10,585 | New |
| Atria Investments LLC | 10,372 | $366.6K | 0.00% | −1,495−12.6% | Reduced |
| BTG Pactual Asset Management US LLC | 10,287 | $363.6K | 0.03% | +10,287 | New |
| Canada Pension Plan Investment Board | 10,200 | $360.6K | 0.00% | +10,200 | New |
| Evergreen Capital Management LLC | 10,136 | $358.3K | 0.01% | −1,518−13.0% | Reduced |
| Greenleaf Trust | 10,116 | $357.6K | 0.00% | −207−2.0% | Reduced |
| Frec Markets, Inc. | 10,106 | $357.2K | 0.03% | +10,106 | New |
| Lynx Investment Advisory | 10,082 | $356.4K | 0.12% | +61+0.6% | Added |
| Intellectus Partners, LLC | 9,785 | $345.9K | 0.06% | +13+0.1% | Added |
| Independent Financial Group, LLC | 9,755 | $344.8K | 0.01% | +65+0.7% | Added |
| Valeo Financial Advisors, LLC | 9,715 | $343.4K | 0.01% | +95+1.0% | Added |
| Laird Norton Trust Company, LLC | 9,714 | $343.4K | 0.01% | −110−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,713 | $343.4K | 0.00% | +7+0.1% | Added |
| Axxcess Wealth Management, LLC | 9,656 | $341.4K | 0.01% | +9,656 | New |
| Holistic Financial Partners | 9,630 | $340.4K | 0.21% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,565 | $338.0K | 0.01% | +9,565 | New |
| Kestra Private Wealth Services, LLC | 9,550 | $337.6K | 0.00% | +106+1.1% | Added |
| Generali Asset Management SPA SGR | 9,504 | $336.0K | 0.01% | +9,504 | New |
| Walleye Capital LLC | 9,255 | $327.2K | 0.00% | −3,373−26.7% | Reduced |
| Integrated Advisors Network LLC | 9,227 | $326.2K | 0.01% | +550+6.3% | Added |
| Investors Research Corp | 9,182 | $324.6K | 0.06% | −325−3.4% | Reduced |
| Group One Trading, L.P. | 9,162 | $323.9K | 0.01% | −35,705−79.6% | Reduced |
| Vista Investment Partners LLC | 9,146 | $323.3K | 0.08% | −10.0% | Reduced |
| Strategic Blueprint, LLC | 9,078 | $320.9K | 0.02% | −628−6.5% | Reduced |
| Security Financial Services, INC. | 9,042 | $319.6K | 0.04% | +23+0.3% | Added |
| Western Wealth Management, LLC | 9,018 | $318.8K | 0.01% | −1,866−17.1% | Reduced |
| Utah Retirement Systems | 9,001 | $318.2K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 8,906 | $314.8K | 0.17% | +8,906 | New |
| GAMMA Investing LLC | 8,759 | $309.6K | 0.01% | +114+1.3% | Added |
| Ensign Peak Advisors, Inc | 8,658 | $306.1K | 0.00% | −1,700−16.4% | Reduced |
| North Star Investment Management Corp. | 8,615 | $304.5K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,587 | $303.6K | 0.00% | −155−1.8% | Reduced |
| BKD Wealth Advisors, LLC | 8,456 | $298.9K | 0.00% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,394 | $296.7K | 0.00% | −1,823−17.8% | Reduced |
| Zacks Investment Management | 8,391 | $296.6K | 0.00% | +8,391 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,243 | $291.4K | 0.03% | −373−4.3% | Reduced |
| Mill Capital Management, LLC | 8,222 | $290.6K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,194 | $289.7K | 0.05% | +15+0.2% | Added |
| Integrated Wealth Concepts LLC | 8,188 | $289.4K | 0.00% | +1,483+22.1% | Added |
| Concorde Asset Management, LLC | 8,165 | $288.6K | 0.17% | −100−1.2% | Reduced |
| Engineers Gate Manager LP | 8,100 | $286.3K | 0.00% | −16,806−67.5% | Reduced |
| Harbour Investments, Inc. | 8,090 | $286.0K | 0.00% | +22+0.3% | Added |
| Hilltop Holdings Inc. | 8,076 | $285.5K | 0.02% | +63+0.8% | Added |
| Carson Advisory Inc. | 8,050 | $284.6K | 0.13% | +100+1.3% | Added |
| Brown Advisory Inc | 8,045 | $284.4K | 0.00% | −7,442−48.1% | Reduced |
| Bradley Foster & Sargent Inc | 8,000 | $282.8K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 7,975 | $281.9K | 0.00% | −542−6.4% | Reduced |
| Pallas Capital Advisors LLC | 7,905 | $279.4K | 0.01% | −17−0.2% | Reduced |
| Provenance Wealth Advisors, LLC | 7,890 | $278.9K | 0.03% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 7,862 | $277.9K | 0.14% | +7,862 | New |
| DnB Asset Management AS | 7,861 | $277.9K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,816 | $276.3K | 0.01% | +1,257+19.2% | Added |
| Fieldview Capital Management, LLC | 7,676 | $271.3K | 0.08% | +7,676 | New |
| Fulcrum Asset Management LLP | 7,410 | $271.1K | 0.03% | +7,410 | New |
| Focus Financial Network, Inc. | 7,643 | $270.2K | 0.01% | +600+8.5% | Added |
| West Family Investments, Inc. | 7,636 | $269.9K | 0.08% | +7,636 | New |
| Abacus Wealth Partners, LLC | 7,472 | $264.1K | 0.03% | −3,273−30.5% | Reduced |
| Salem Investment Counselors Inc | 7,365 | $260.4K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 7,238 | $255.9K | 0.00% | +346+5.0% | Added |
| Jefferies Financial Group Inc. | 7,219 | $255.2K | 0.00% | −552−7.1% | Reduced |
| Sym Financial Corp | 7,094 | $250.8K | 0.02% | +506+7.7% | Added |
| Marex Group plc | 7,064 | $249.7K | 0.00% | +7,064 | New |
| Everence Capital Management Inc | 7,044 | $249.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 7,000 | $247.4K | 0.05% | +2,800+66.7% | Added |
| Plancorp, LLC | 6,032 | $246.4K | 0.01% | −13−0.2% | Reduced |
| Mariner, LLC | 6,966 | $245.8K | 0.00% | +6,966 | New |
| Machina Capital S.A.S. | 6,790 | $240.0K | 0.04% | +6,790 | New |
| Sequoia Financial Advisors, LLC | 6,780 | $239.7K | 0.00% | +12+0.2% | Added |
| Allworth Financial LP | 6,771 | $239.4K | 0.00% | +544+8.7% | Added |
| Wood Tarver Financial Group, LLC | 6,758 | $238.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,720 | $237.6K | 0.02% | +6,720 | New |
| Prelude Capital Management, LLC | 6,631 | $234.4K | 0.02% | +6,631 | New |
| Smith, Salley & Associates | 6,496 | $229.6K | 0.01% | +627+10.7% | Added |
| Assetmark, Inc | 6,444 | $227.8K | 0.00% | +356+5.8% | Added |
| Pensionmark Financial Group, LLC | 6,413 | $227.4K | 0.00% | +6,413 | New |
| Baird Financial Group, Inc. | 6,401 | $226.3K | 0.00% | +29+0.5% | Added |
| Vident Advisory, LLC | 6,398 | $226.2K | 0.00% | +6,398 | New |