Lincoln NationalLNC

13F holders, Q3 2024 (September 30)
532holders −4
47new positions
49sold out
10famous investors
$31.49avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions47$34.7M
Exits49$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.

Show all 532 holders