Lincoln National Corp. (lnc 9 Perp D)Preferred / convertible
13F holders, Q2 2025 (June 30)2holders +1
1new positions
0sold out
$26.60avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Lincoln National Corp. (lnc 9 Perp D) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Shikiar Asset Management Inc. ($2.6M) and Lanark Financial, Inc. ($10K).
- Company
- Lincoln National Corp. (lnc 9 Perp D)
- CUSIP
- 534187885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 400 shares bought and 7,400 shares sold, net −7,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Shikiar Asset Management Inc. | — | Reduce -7.0% | 98,125 | $2.6M |
| Lanark Financial, Inc. | — | New | 400 | $10K |
"% of holder's portfolio" is LINCOLN NATIONAL CORP (LNC 9 PERP D)'s weight in each manager's 13F, not the share of Lincoln National Corp. (lnc 9 Perp D) the manager owns.