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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 734 | $25.9K | 0.01% | +13+1.8% | Added |
| Mather Group, LLC. | 721 | $25.5K | 0.00% | +8+1.1% | Added |
| Kennebec Savings Bank | 700 | $24.7K | 0.02% | +700 | New |
| Westfuller Advisors, LLC | 675 | $23.9K | 0.01% | +675 | New |
| Cullen/Frost Bankers, Inc. | 659 | $23.3K | 0.00% | +325+97.3% | Added |
| First National Bank | 625 | $22.1K | 0.01% | +625 | New |
| Cromwell Holdings LLC | 540 | $19.1K | 0.01% | +13+2.5% | Added |
| Whittier Trust Co | 451 | $17.3K | 0.00% | −200−30.7% | Reduced |
| Westside Investment Management, Inc. | 484 | $17.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 479 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 456 | $16.1K | 0.00% | +208+83.9% | Added |
| Rossby Financial, LCC | 430 | $15.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $14.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 396 | $14.0K | 0.00% | +396 | New |
| True Wealth Design, LLC | 369 | $13.0K | 0.00% | +206+126.4% | Added |
| HHM Wealth Advisors, LLC | 348 | $12.3K | 0.00% | −565−61.9% | Reduced |
| Massmutual Trust Co FSB | 345 | $12.2K | 0.00% | +7+2.1% | Added |
| UMA Financial Services, Inc. | 335 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $11.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 323 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $11.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 320 | $11.3K | 0.01% | +100+45.5% | Added |
| LifeSteps Financial, Inc. | 298 | $10.6K | 0.00% | +298 | New |
| ZRC Wealth Management, LLC | 292 | $10.3K | 0.00% | +195+201.0% | Added |
| Keating Financial Advisory Services, Inc. | 286 | $10.1K | 0.00% | +59+26.0% | Added |
| Parkside Financial Bank & Trust | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 265 | $9.37K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 246 | $8.70K | 0.00% | +134+119.6% | Added |
| Atlantic Trust, LLC | 242 | $8.55K | 0.00% | +3+1.3% | Added |
| Bell Investment Advisors, Inc | 230 | $8.13K | 0.00% | −90−28.1% | Reduced |
| Hollencrest Capital Management | 220 | $7.76K | 0.00% | +3+1.4% | Added |
| Richardson Financial Services Inc. | 211 | $7.46K | 0.00% | +211 | New |
| Pacific Center for Financial Services | 210 | $7.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 204 | $7.21K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $7.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 188 | $6.65K | 0.00% | +37+24.5% | Added |
| Fortitude Family Office, LLC | 180 | $6.36K | 0.00% | +52+40.6% | Added |
| Bogart Wealth, LLC | 178 | $6.29K | 0.00% | +148+493.3% | Added |
| American Capital Advisory, LLC | 167 | $5.90K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 165 | $5.83K | 0.00% | +31+23.1% | Added |
| Silver Grove Financial Group, Inc. | 162 | $5.73K | 0.00% | +162 | New |
| South State Corp. | 157 | $5.55K | 0.00% | −453−74.3% | Reduced |
| Strive Financial Group ,LLC | 152 | $5.37K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 150 | $5.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 128 | $4.53K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 111 | $3.92K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 102 | $3.61K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 99 | $3.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 97 | $3.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $3.36K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 93 | $3.30K | 0.00% | +90+3,000.0% | Added |
| Rialto Wealth Management, LLC | 92 | $3.25K | 0.00% | +46+100.0% | Added |
| Westend Capital Management, LLC | 86 | $3.04K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 82 | $2.90K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 80 | $2.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 75 | $2.64K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 71 | $2.51K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 68 | $2.40K | 0.00% | +68 | New |
| Creative Capital Management Investments LLC | 64 | $2.26K | 0.00% | +64 | New |
| Downshift Financial, LLC | 63 | $2.23K | 0.00% | +63 | New |
| WealthCollab, LLC | 55 | $1.95K | 0.00% | −264−82.8% | Reduced |
| Brown Brothers Harriman & Co | 54 | $1.91K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $1.77K | 0.00% | −40−44.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $1.77K | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 50 | $1.75K | 0.00% | +1+2.0% | Added |
| West Paces Advisors Inc. | 48 | $1.70K | 0.00% | +48 | New |
| Bruce G. Allen Investments, LLC | 47 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 47 | $1.66K | 0.00% | +13+38.2% | Added |
| Bayban | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 39 | $1.38K | 0.00% | +39 | New |
| Albion Financial Group | 37 | $1.31K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 37 | $1.31K | 0.00% | +31+516.7% | Added |
| Accordant Advisory Group Inc | 36 | $1.27K | 0.00% | −27−42.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 36 | $1.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $1.24K | 0.00% | +2+6.1% | Added |
| Bay Harbor Wealth Management, LLC | 35 | $1.24K | 0.00% | +14+66.7% | Added |
| Elevated Capital Advisors, LLC | 32 | $1.13K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 31 | $1.11K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 31 | $1.10K | 0.00% | +17+121.4% | Added |
| TFC Financial Management | 30 | $1.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $1.00K | 0.00% | +14+66.7% | Added |
| Zions Bancorporation, National Association | 24 | $848 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 24 | $848 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $848 | 0.00% | +24 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $824 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 23 | $813 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 21 | $742 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $672 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 18 | $636 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 17 | $601 | 0.00% | +1+6.3% | Added |
| DecisionPoint Financial, LLC | 16 | $580 | 0.00% | +9+128.6% | Added |
| Raffa Wealth Management, LLC | 16 | $566 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 14 | $495 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 13 | $460 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $460 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $426 | 0.00% | −4−25.0% | Reduced |