Lincoln NationalLNC
13F holders, Q2 2024 (June 30)536holders +33
77new positions
43sold out
9famous investors
$31.09avg. 13F price*
At the end of Q2 2024, 536 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 33 from Q1 2024. 77 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($644.1M), BlackRock Inc. ($505.9M) and State Street Corp. ($191.2M). 9 famous investors held it, including Bill Miller (6.9% of Miller Value Partners's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Lincoln National Corp.
- CUSIP
- 534187109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $201.7M |
| Exits | 43 | $68.7M |
All 13F filers, Q1 2024 → Q2 2024: 15,294,611 shares bought and 11,993,662 shares sold, net +3,300,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 536 holders
| Vanguard Group Inc. | 0.01% | Reduce -5.2% | 20,709,958 | $644.1M |
| BlackRock Inc. | 0.01% | Reduce -2.0% | 16,268,030 | $505.9M |
| State Street Corp. | 0.01% | Reduce -4.0% | 6,148,038 | $191.2M |
| Massachusetts Financial Services Co. | 0.04% | New | 4,570,678 | $142.1M |
| Morgan Stanley | 0.01% | Reduce -11.0% | 3,908,465 | $121.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.1% | 3,220,865 | $100.2M |
| Principal Financial Group Inc. | 0.06% | Add +59.2% | 3,086,324 | $96.0M |
| Citadel Advisors | 0.09% | Add +251.0% | 2,996,595 | $93.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +14.1% | 2,828,513 | $88.0M |
| HSBC Holdings PLC | 0.06% | Reduce -23.4% | 2,763,308 | $86.2M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 2,767,423 | $86.1M |
| LSV Asset Management | 0.18% | Reduce -2.6% | 2,587,686 | $80.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 2,249,725 | $70.0M |
| AQR Capital Management | 0.10% | Add +49.5% | 2,150,863 | $66.9M |
| Two Sigma Advisers, LP | 0.15% | Add +28.6% | 2,147,200 | $66.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 2,131,579 | $66.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.5% | 2,094,893 | $65.2M |
| Norges Bank | 0.01% | Add +3.6% | 1,879,160 | $58.4M |
| Two Sigma Investments, LP | 0.13% | Add +16.0% | 1,682,560 | $52.3M |
| Invesco Ltd. | 0.01% | Reduce -9.8% | 1,568,098 | $48.8M |
| Voloridge Investment Management, LLC | 0.15% | Reduce -19.1% | 1,261,877 | $39.2M |
| Marshall Wace, LLP | 0.05% | Reduce -29.5% | 1,186,846 | $36.9M |
| Bank of America Corp. | 0.00% | Add +3.1% | 1,060,028 | $33.0M |
| UBS Group AG | 0.01% | Add +35.2% | 992,441 | $30.9M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -51.5% | 972,832 | $30.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.9% | 953,845 | $29.7M |
| Jupiter Asset Management Ltd. | 0.25% | Reduce -3.9% | 862,426 | $26.8M |
| Victory Capital Management Inc. | 0.02% | Add +2.2% | 734,215 | $22.8M |
| Squarepoint Ops LLC | 0.08% | Add +51.7% | 715,105 | $22.2M |
| Macquarie Group Ltd. | 0.02% | Add +3.0% | 663,286 | $20.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.7% | 623,036 | $19.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.2% | 622,331 | $19.4M |
| Point72 Asset Management | 0.06% | Add +96.0% | 616,288 | $19.2M |
| Easterly Investment Partners LLC | 1.63% | Reduce -11.3% | 598,053 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +29.8% | 556,143 | $17.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 552,133 | $17.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +62.8% | 547,272 | $17.0M |
| Algebris (uk) Ltd. | 5.29% | Reduce -34.4% | 564,633 | $16.4M |
| Saba Capital Management, L.P. | 0.36% | No change | 525,608 | $16.3M |
| First Trust Advisors LP | 0.02% | Reduce -14.7% | 523,060 | $16.3M |
| Advisors Capital Management, LLC | 0.27% | Add +4.4% | 488,303 | $15.2M |
| First Eagle Investment Management, LLC | 0.03% | Add +14.4% | 443,700 | $13.8M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 430,958 | $13.4M |
| Alyeska Investment Group, L.P. | 0.08% | Reduce -17.0% | 428,590 | $13.3M |
| Millennium Management | 0.01% | Reduce -40.1% | 425,925 | $13.2M |
| Cambria Investment Management, L.P. | 0.78% | Add +4.8% | 410,294 | $12.8M |
| Public Sector Pension Investment Board | 0.07% | Add +7.6% | 374,076 | $11.6M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 333,800 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +47.0% | 331,480 | $10.3M |
| Miller Value Partners | 6.85% | Add +65.7% | 329,775 | $10.3M |
| Jane Street Group, LLC | 0.01% | Add +56.7% | 325,355 | $10.1M |
| HRT Financial LP | 0.06% | Add +30.4% | 317,372 | $9.9M |
| Man Group plc | 0.03% | Add +9.8% | 310,704 | $9.7M |
| Citigroup Inc. | 0.01% | Add +26.6% | 310,293 | $9.7M |
| Susquehanna Fundamental Investments, LLC | 0.21% | Add +39.7% | 292,043 | $9.1M |
| California Public Employees Retirement System | 0.01% | Reduce -2.5% | 283,591 | $8.8M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -0.5% | 275,177 | $8.6M |
| FMR LLC | 0.00% | Add +60.3% | 267,622 | $8.3M |
| Capital Fund Management S.A. | 0.09% | Reduce -34.1% | 241,965 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.9% | 239,311 | $7.4M |
| Barclays PLC | 0.00% | Add +39.4% | 232,419 | $7.2M |
| LPL Financial LLC | 0.00% | Add +0.9% | 232,357 | $7.2M |
| Algert Global LLC | 0.24% | Reduce -36.4% | 227,291 | $7.1M |
| New York State Teachers Retirement System | 0.01% | Add +3.1% | 225,881 | $7.0M |
| CI Investments Inc. | 0.03% | Reduce -1.4% | 224,502 | $7.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -66.7% | 224,223 | $7.0M |
| Cordgrass Capital Advisors, LLC | 2.15% | No change | 219,584 | $6.8M |
| Jump Financial, LLC | 0.14% | Add +32.0% | 213,599 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +66.7% | 210,703 | $6.6M |
| ExodusPoint Capital Management, LP | 0.07% | Add +60.5% | 205,079 | $6.4M |
| Access Investment Management LLC | 2.04% | Add +2.8% | 201,500 | $6.3M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -15.8% | 198,600 | $6.2M |
| Quantbot Technologies LP | 0.30% | Add +46.4% | 198,557 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.2% | 196,359 | $6.1M |
| Kennedy Capital Management LLC | 0.13% | Reduce -10.1% | 189,184 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.4% | 180,617 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -4.2% | 179,250 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +3.2% | 178,333 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.6% | 172,521 | $5.4M |
| Advisors Preferred, LLC | 0.92% | New | 170,441 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 163,175 | $5.1M |
| Kempner Capital Management Inc. | 2.62% | No change | 158,906 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +59.7% | 158,709 | $4.9M |
| Schroder Investment Management Group | 0.01% | Add +44.4% | 157,921 | $4.9M |
| Raymond James & Associates | 0.00% | Reduce -21.9% | 155,894 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 154,915 | $4.8M |
| Bank of Montreal | 0.00% | Add +11.9% | 148,378 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -63.4% | 146,013 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.1% | 141,449 | $4.4M |
| Bridgewater Associates | 0.02% | New | 137,855 | $4.3M |
| Edgestream Partners, L.P. | 0.20% | Add +139.2% | 136,781 | $4.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +492.9% | 136,464 | $4.2M |
| Waters Parkerson & Co., LLC | 0.22% | Reduce -5.2% | 134,895 | $4.2M |
| Interval Partners, LP | 0.12% | Reduce -56.9% | 134,219 | $4.2M |
| CW Advisors, LLC | 0.06% | New | 122,990 | $3.8M |
| Illinois Municipal Retirement Fund | 0.06% | Add +189.6% | 121,457 | $3.8M |
| Tudor Investment Corporation | 0.04% | Reduce -31.6% | 121,350 | $3.8M |
| Loudon Investment Management, LLC | 2.20% | Add +4.8% | 120,234 | $3.7M |
| New York State Common Retirement Fund | 0.00% | Add +0.5% | 117,518 | $3.7M |
| Comerica Bank | 0.01% | Reduce -7.0% | 110,317 | $3.4M |
"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.