Lincoln NationalLNC
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 532 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, down 4 from Q2 2024. 47 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($615.9M), BlackRock, Inc. ($521.4M) and State Street Corp. ($196.2M). 10 famous investors held it, including Bill Miller (6.8% of Miller Value Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Lincoln National Corp.
- CUSIP
- 534187109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $34.7M |
| Exits | 49 | $42.3M |
All 13F filers, Q2 2024 → Q3 2024: 7,788,366 shares bought and 9,366,051 shares sold, net −1,577,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Vanguard Group Inc. | 0.01% | Reduce -5.6% | 19,545,219 | $615.9M |
| BlackRock, Inc. | 0.01% | — | 16,547,096 | $521.4M |
| State Street Corp. | 0.01% | Add +1.3% | 6,227,993 | $196.2M |
| Massachusetts Financial Services Co. | 0.04% | Add +4.2% | 4,763,703 | $150.1M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 3,800,376 | $119.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.7% | 3,373,487 | $106.3M |
| Principal Financial Group Inc. | 0.06% | Add +7.2% | 3,309,453 | $104.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.3% | 2,819,705 | $88.8M |
| Citadel Advisors | 0.09% | Reduce -8.1% | 2,755,163 | $86.8M |
| Northern Trust Corp. | 0.01% | Reduce -4.7% | 2,637,268 | $83.1M |
| LSV Asset Management | 0.17% | Reduce -0.7% | 2,570,768 | $81.0M |
| Two Sigma Advisers, LP | 0.17% | Add +9.7% | 2,355,000 | $74.2M |
| Norges Bank | 0.01% | Add +23.0% | 2,311,590 | $72.8M |
| HSBC Holdings PLC | 0.04% | Reduce -17.7% | 2,273,060 | $71.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 2,123,920 | $66.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.8% | 2,118,381 | $66.8M |
| Invesco Ltd. | 0.01% | Add +13.0% | 1,772,139 | $55.8M |
| Two Sigma Investments, LP | 0.13% | Add +3.5% | 1,741,931 | $54.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.7% | 1,556,815 | $49.1M |
| AQR Capital Management | 0.06% | Reduce -31.8% | 1,467,510 | $45.6M |
| Marshall Wace, LLP | 0.06% | Add +20.0% | 1,424,608 | $44.9M |
| Bank of America Corp. | 0.00% | Add +0.9% | 1,069,455 | $33.7M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -15.3% | 1,068,739 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +5.9% | 1,010,111 | $31.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +1711.2% | 835,040 | $26.3M |
| UBS Group AG | 0.01% | Reduce -16.3% | 830,562 | $26.2M |
| Victory Capital Management Inc. | 0.03% | Add +12.4% | 825,412 | $26.0M |
| First Trust Advisors LP | 0.02% | Add +57.2% | 822,050 | $25.9M |
| Algebris (uk) Ltd. | 9.72% | Add +45.7% | 822,462 | $23.2M |
| Macquarie Group Ltd. | 0.02% | Add +3.2% | 684,652 | $21.6M |
| Jupiter Asset Management Ltd. | 0.18% | Reduce -25.0% | 646,758 | $20.4M |
| Easterly Investment Partners LLC | 1.59% | Add +5.1% | 628,329 | $19.8M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 625,582 | $19.7M |
| Assenagon Asset Management S.A. | 0.04% | Add +167.7% | 600,212 | $18.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 550,394 | $17.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.4% | 539,313 | $17.0M |
| Squarepoint Ops LLC | 0.06% | Reduce -25.5% | 532,881 | $16.8M |
| First Eagle Investment Management, LLC | 0.03% | Add +17.2% | 520,100 | $16.4M |
| Advisors Capital Management, LLC | 0.26% | Add +4.1% | 508,160 | $16.0M |
| Saba Capital Management, L.P. | 0.30% | Reduce -18.7% | 427,117 | $13.5M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 425,285 | $13.4M |
| Cambria Investment Management, L.P. | 0.76% | Reduce -2.3% | 400,904 | $12.6M |
| Royal Bank of Canada | 0.00% | Reduce -29.9% | 389,627 | $12.3M |
| Citigroup Inc. | 0.01% | Add +23.6% | 383,410 | $12.1M |
| Miller Value Partners | 6.82% | Add +16.2% | 383,215 | $12.1M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -61.0% | 379,436 | $12.0M |
| Public Sector Pension Investment Board | 0.06% | Reduce -3.5% | 361,076 | $11.4M |
| LPL Financial LLC | 0.00% | Add +48.2% | 344,452 | $10.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -45.4% | 339,964 | $10.7M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 331,900 | $10.5M |
| Bank of Montreal | 0.00% | Add +119.6% | 325,808 | $10.2M |
| California Public Employees Retirement System | 0.01% | Add +6.9% | 303,252 | $9.6M |
| Quantbot Technologies LP | 0.37% | Add +50.9% | 299,626 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 289,222 | $9.1M |
| HRT Financial LP | 0.05% | Reduce -9.1% | 288,510 | $9.1M |
| Man Group plc | 0.03% | Reduce -7.5% | 287,415 | $9.1M |
| Renaissance Technologies | 0.01% | New | 283,874 | $8.9M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -0.0% | 275,070 | $8.7M |
| Prudential Financial Inc. | 0.01% | Add +41.0% | 252,750 | $8.0M |
| Twinbeech Capital LP | 0.15% | Add +844.1% | 246,169 | $7.8M |
| Jump Financial, LLC | 0.16% | Add +15.0% | 245,551 | $7.7M |
| FMR LLC | 0.00% | Reduce -10.3% | 240,113 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 239,091 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.0% | 227,356 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.6% | 224,509 | $7.1M |
| Cordgrass Capital Advisors, LLC | 2.01% | No change | 219,584 | $6.9M |
| CI Investments Inc. | 0.03% | Reduce -2.7% | 218,401 | $6.9M |
| Bridgewater Associates | 0.04% | Add +47.4% | 203,239 | $6.4M |
| CW Advisors, LLC | 0.09% | Add +64.5% | 202,340 | $6.4M |
| Access Investment Management LLC | 1.93% | No change | 201,500 | $6.3M |
| Algert Global LLC | 0.17% | Reduce -11.8% | 200,410 | $6.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +36.0% | 198,626 | $6.3M |
| Bank of Nova Scotia | 0.01% | Add +163.0% | 197,459 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 196,359 | $6.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -5.0% | 188,700 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +4.3% | 186,058 | $5.9M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +15.0% | 182,449 | $5.7M |
| Millennium Management | 0.01% | Reduce -57.6% | 180,662 | $5.7M |
| Gillson Capital LP | 0.52% | New | 180,000 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.3% | 176,512 | $5.6M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 173,049 | $5.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +147.1% | 170,315 | $5.4M |
| Icon Advisers Inc. | 1.15% | Add +54.4% | 167,225 | $5.3M |
| Trexquant Investment LP | 0.07% | Add +943.3% | 166,314 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -4.9% | 164,120 | $5.2M |
| Barclays PLC | 0.00% | Reduce -30.1% | 162,514 | $5.1M |
| Raymond James & Associates | 0.00% | Add +2.6% | 159,899 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 159,280 | $5.0M |
| Kempner Capital Management Inc. | 2.56% | No change | 158,906 | $5.0M |
| Sei Investments Co. | 0.01% | Add +59.6% | 156,228 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +59.9% | 149,497 | $4.7M |
| Illinois Municipal Retirement Fund | 0.06% | Add +17.6% | 142,879 | $4.5M |
| Kennedy Capital Management LLC | 0.10% | Reduce -24.6% | 142,701 | $4.5M |
| Capital Fund Management S.A. | 0.05% | Reduce -41.4% | 141,763 | $4.5M |
| Holocene Advisors, LP | 0.02% | Add +127.4% | 137,689 | $4.3M |
| Tudor Investment Corporation | 0.05% | Add +11.6% | 135,458 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.3% | 133,956 | $4.2M |
| Loudon Investment Management, LLC | 2.21% | Add +6.7% | 128,274 | $4.0M |
| Brandywine Global Investment Management, LLC | 0.03% | Add +74.5% | 120,985 | $4.0M |
| Waters Parkerson & Co., LLC | 0.19% | Reduce -10.0% | 121,430 | $3.8M |
"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.