HolderBook

LINCOLN NATL CORP IND (LNC)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

20
Reporting holders
$6.7M
Reported value
0.0%
Calls
0.0%
Puts
-606
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$2.0M50,5880.01%16q+112.8%+$1.1M
Parrish Capital LLC$1.2M29,5921.16%4q+3.1%+$35.8K
Wedmont Private Capital$630.9K15,3910.02%10q+8.5%+$49.5K
BOS Asset Management, LLC$496.1K12,3220.12%12qHELD
Valeo Financial Advisors, LLC$395.6K9,8250.01%12q+1.1%+$4.4K
GAMMA Investing LLC$383.8K9,5330.01%12q+8.8%+$31.2K
VISTA INVESTMENT PARTNERS LLC$365.4K9,0770.10%4q-0.8%-$2.8K
Investors Research Corp$356.6K8,8570.06%31q-3.5%-$13.1K
Paragon Capital Management Ltd$235.7K5,8550.04%10qHELD
Versant Capital Management, Inc$223.9K5,5620.02%32q+24.1%+$43.4K
Sound Income Strategies, LLC$206.0K5,0250.01%newNEW
EASTERN BANK$75.1K1,8650.00%9qHELD
CoreCap Advisors, LLC$36.2K9000.00%3q-51.4%-$38.4K
Central Pacific Bank - Trust Division$31.4K7800.00%11qHELD
ELEVATION WEALTH PARTNERS, LLC$14.5K3610.00%3q+23.6%+$2.8K
MassMutual Private Wealth & Trust, FSB$10.3K2570.00%23q-25.5%-$3.5K
Grove Bank & Trust$4.0K990.00%9qHELD
GoalVest Advisory LLC$2.6K650.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$886220.00%4q+29.4%
Davis Capital Management$443110.00%2q+22.2%
CX Institutional$701,7390.00%7q+1.0%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213D/ABain Capital Prairie, LLC9.8%

Tender offers and delisting

Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.

FiledWhatFiled byPrice a shareSource
2026-09-09Issuer tender, amendeditself-?filing

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-05Beazer CraigT TEVP & General CounselSold30,000$1.0M
2026-06-01Woodroffe SeanEVP, Ch Ppl Comms Ent Srvc OffSold25,000$868.8K
2026-08-17Woodroffe SeanEVP, Ch Ppl Comms Ent Srvc OffSold11,000$498.1K
2026-08-12KELLY GARY CDirectorSold15,007$397.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$6.7M165,9872940.0%
Q2 2026626$6.4B174,508,102812211662.8%
Q1 2026614$5.8B157,782,282712071733.0%
Q4 2025629$7.3B159,496,529681871743.0%
Q3 2025607$5.7B134,904,677841761874.0%
Q2 2025573$4.8B134,464,282631851723.0%
Q1 2025572$4.8B129,242,417691891683.3%
Q4 2024560$4.3B126,528,237531421885.8%
Q3 2024532$4.2B126,085,461471721796.0%
Q2 2024537$4.2B126,913,447761671695.5%
Q1 2024507$4.5B133,656,947621471625.7%
Q4 2023509$3.7B128,684,626691391857.4%
Q3 2023481$3.4B126,179,917551581518.0%
Q2 2023500$3.4B124,182,392711781625.5%
Q1 2023493$3.1B130,378,707541761715.1%
Q4 2022576$4.4B137,592,086631831992.7%
Q3 2022615$6.0B134,758,135462162081.7%
Q2 2022628$6.2B130,813,377642062111.7%
Q1 2022654$8.6B129,352,390481982311.9%
Q4 2021674$9.4B134,353,448621702342.2%
Q3 2021637$10.0B141,620,004581772232.7%
Q2 2021625$9.3B145,530,184441912272.4%
Q1 2021631$9.4B149,199,968731872132.4%
Q4 2020623$8.0B152,325,1041201602202.2%
Q3 2020537$4.8B150,769,200541612021.7%
Q2 2020561$5.7B152,743,242931562131.6%
Q1 2020517$4.2B156,401,160511812001.0%
Q4 2019618$9.8B163,616,989451702131.2%
Q3 2019631$9.9B162,206,080511912301.2%
Q2 2019663$10.8B166,523,767692042231.1%
Q1 2019655$9.9B167,244,158701922300.3%
Q4 2018633$9.2B175,772,932810161.8%