Lincoln NationalLNC

13F holders, Q1 2024 (March 31)
503holders
8famous investors
$31.88avg. 13F price*

At the end of Q1 2024, 503 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings. The largest holders were Vanguard Group Inc. ($697.8M), BlackRock Inc. ($530.1M) and State Street Corp. ($204.4M). 8 famous investors held it, including Bill Miller (4.4% of Miller Value Partners's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Lincoln National Corp.
CUSIP
534187109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 503Q1 2024Q2 2024: 536Q2 2024Q3 2024: 532Q3 2024Q4 2024: 558Q4 2024Q1 2025: 570Q1 2025Q2 2025: 567Q2 2025Q3 2025: 605Q3 2025Q4 2025: 627Q4 2025Q1 2026: 616Q1 2026Q2 2026: 619Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$190.6M
Exits65$73.4M

Ownership 503 holders

Vanguard Group Inc. 0.01% Add +0.8% 21,854,837 $697.8M
BlackRock Inc. 0.01% Add +1.6% 16,600,568 $530.1M
State Street Corp. 0.01% Reduce -0.0% 6,400,664 $204.4M
Morgan Stanley 0.01% Add +3.4% 4,392,781 $140.3M
HSBC Holdings PLC 0.08% Reduce -15.3% 3,606,965 $115.2M
Geode Capital Management, LLC 0.01% Add +7.4% 3,358,377 $107.3M
Northern Trust Corp. 0.02% Reduce -5.7% 2,762,926 $88.2M
LSV Asset Management 0.18% Reduce -3.7% 2,655,676 $84.8M
Dimensional Fund Advisors LP 0.02% Add +16.6% 2,479,912 $79.2M
Bank of New York Mellon Corp 0.01% Reduce -8.4% 2,218,490 $70.8M
Charles Schwab Investment Management Inc. 0.02% Add +3.6% 2,143,936 $68.5M
Goldman Sachs Group Inc. 0.01% Reduce -17.2% 2,127,728 $67.9M
Balyasny Asset Management L.P. 0.17% New 2,007,092 $64.1M
Principal Financial Group Inc. 0.04% Add +10.4% 1,938,428 $61.9M
Norges Bank 0.01% Reduce -9.4% 1,814,187 $57.9M
Invesco Ltd. 0.01% Reduce -43.6% 1,738,518 $55.5M
Marshall Wace, LLP 0.09% Reduce -0.2% 1,683,549 $53.8M
Two Sigma Advisers, LP 0.12% Reduce -2.2% 1,670,200 $53.3M
Voloridge Investment Management, LLC 0.18% Reduce -8.9% 1,559,345 $49.8M
Two Sigma Investments, LP 0.12% Reduce -15.0% 1,450,995 $46.3M
AQR Capital Management 0.08% Add +7.1% 1,438,912 $45.9M
Bank of America Corp. 0.00% Reduce -12.8% 1,028,350 $32.8M
Wells Fargo & Company 0.01% Add +0.0% 962,403 $30.7M
Jupiter Asset Management Ltd. 0.27% New 897,252 $28.6M
Citadel Advisors 0.03% Add +508.6% 853,730 $27.3M
Algebris (uk) Ltd. 11.36% Add +122.5% 861,259 $25.6M
Jacobs Levy Equity Management, Inc. 0.11% Reduce -65.9% 767,898 $24.5M
UBS Group AG 0.01% Reduce -8.3% 734,156 $23.4M
Victory Capital Management Inc. 0.02% Add +2.7% 718,720 $22.9M
Millennium Management 0.02% Reduce -2.5% 711,276 $22.7M
Ameriprise Financial Inc. 0.01% Reduce -18.4% 690,113 $22.0M
Easterly Investment Partners LLC 1.65% Add +4.7% 674,572 $21.5M
Assenagon Asset Management S.A. 0.06% Reduce -6.3% 672,244 $21.5M
Nuveen Asset Management, LLC 0.01% Reduce -5.9% 656,609 $21.0M
APG Asset Management N.V. 0.04% Add +19.1% 698,782 $20.7M
Macquarie Group Ltd. 0.02% No change 643,885 $20.6M
Arrowstreet Capital, Limited Partnership 0.02% Add +95.0% 624,499 $19.9M
First Trust Advisors LP 0.02% Add +61.3% 613,266 $19.6M
Legal & General Group Plc 0.01% Add +1.1% 578,889 $18.5M
Saba Capital Management, L.P. 0.37% No change 525,608 $16.8M
Alyeska Investment Group, L.P. 0.10% Add +3438.8% 516,625 $16.5M
Squarepoint Ops LLC 0.06% Add +99.1% 471,382 $15.1M
Advisors Capital Management, LLC 0.27% Add +1.9% 467,723 $14.9M
Rhumbline Advisers 0.01% Reduce -5.6% 441,470 $14.1M
Royal Bank of Canada 0.00% Add +14.7% 428,377 $13.7M
Credit Suisse AG/ 0.01% Reduce -8.3% 407,837 $13.0M
Schonfeld Strategic Advisors LLC 0.10% Add +1276.4% 398,441 $12.7M
Wellington Management Group LLP 0.00% New 395,904 $12.6M
Cambria Investment Management, L.P. 0.75% Add +87.0% 391,500 $12.5M
First Eagle Investment Management, LLC 0.03% Add +33.0% 387,800 $12.4M
Capital Fund Management S.A. 0.14% Reduce -6.0% 367,261 $11.7M
Algert Global LLC 0.45% Add +2.4% 357,081 $11.4M
Public Sector Pension Investment Board 0.08% Reduce -1.2% 347,754 $11.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.4% 336,263 $10.7M
Swiss National Bank 0.01% Add +0.2% 335,000 $10.7M
Renaissance Technologies 0.02% Reduce -61.0% 321,474 $10.3M
Point72 Asset Management 0.03% New 314,500 $10.0M
Interval Partners, LP 0.38% New 311,232 $9.9M
California Public Employees Retirement System 0.01% Add +27.1% 290,721 $9.3M
Man Group plc 0.03% Reduce -29.4% 282,866 $9.0M
CHURCHILL MANAGEMENT Corp 0.11% New 276,466 $8.8M
Citigroup Inc. 0.01% Add +60.8% 244,997 $7.8M
HRT Financial LP 0.05% Add +171.0% 243,480 $7.8M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -1.7% 235,760 $7.5M
LPL Financial LLC 0.00% Add +13.2% 230,291 $7.4M
CI Investments Inc. 0.03% Add +31.7% 227,747 $7.3M
JPMorgan Chase & Co. 0.00% Reduce -36.8% 225,543 $7.2M
Cordgrass Capital Advisors, LLC 2.18% Reduce -1.3% 219,584 $7.0M
New York State Teachers Retirement System 0.01% No change 219,130 $7.0M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 213,884 $6.8M
Kennedy Capital Management LLC 0.14% New 210,444 $6.7M
Susquehanna Fundamental Investments, LLC 0.31% New 209,100 $6.7M
Jane Street Group, LLC 0.01% Reduce -25.6% 207,609 $6.6M
Raymond James & Associates 0.00% Reduce -10.9% 199,587 $6.4M
Miller Value Partners 4.38% New 198,990 $6.4M
Access Investment Management LLC 2.07% No change 196,000 $6.3M
Janney Montgomery Scott LLC 0.02% Add +15.0% 192,961 $6.2M
Prudential Financial Inc. 0.01% Reduce -15.2% 187,050 $6.0M
Tudor Investment Corporation 0.07% Add +315.9% 177,357 $5.7M
California State Teachers Retirement System 0.01% Reduce -5.1% 177,118 $5.7M
D. E. Shaw & Co. 0.01% Reduce -69.2% 173,743 $5.5M
Truist Financial Corp. 0.01% Add +1.7% 172,789 $5.5M
FMR LLC 0.00% Add +25.4% 166,953 $5.3M
Barclays PLC 0.00% Reduce -14.7% 166,747 $5.3M
Alliancebernstein L.P. 0.00% Reduce -21.0% 164,839 $5.3M
Jump Financial, LLC 0.14% Reduce -50.6% 161,800 $5.2M
Kempner Capital Management Inc. 2.75% Reduce -0.0% 158,906 $5.1M
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 157,784 $5.0M
Graham Capital Management, L.P. 0.26% Reduce -7.5% 155,715 $5.0M
Texas Permanent School Fund Corp. 0.04% Add +1.4% 148,486 $4.7M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 147,487 $4.7M
State Board of Administration of Florida Retirement System 0.01% Add +3.3% 202,944 $4.6M
Waters Parkerson & Co., LLC 0.23% Reduce -7.3% 142,245 $4.5M
Quantbot Technologies LP 0.24% Reduce -27.5% 135,628 $4.3M
Bank of Montreal 0.00% Add +184.9% 132,600 $4.3M
ExodusPoint Capital Management, LP 0.05% Add +158.6% 127,737 $4.1M
Stifel Financial Corp. 0.00% Add +360.4% 126,409 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +7.2% 121,912 $3.9M
Comerica Bank 0.02% Reduce -3.7% 118,676 $3.8M
New York State Common Retirement Fund 0.00% Reduce -6.9% 116,891 $3.7M

"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.

Show all 503 holders