Lincoln NationalLNC

13F holders, Q4 2024 (December 31)
558holders +26
53new positions
42sold out
10famous investors
$31.73avg. 13F price*

At the end of Q4 2024, 558 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 26 from Q3 2024. 53 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($606.4M), BlackRock, Inc. ($525.6M) and State Street Corp. ($205.3M). 10 famous investors held it, including Bill Miller (6.7% of Miller Value Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ray Dalio (0.1% of Bridgewater Associates'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions53$104.7M
Exits42$41.3M

All 13F filers, Q3 2024 → Q4 2024: 10,344,040 shares bought and 9,530,894 shares sold, net +813,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 558 holders

Vanguard Group Inc. 0.01% Reduce -2.2% 19,121,739 $606.4M
BlackRock, Inc. 0.01% Add +0.2% 16,576,739 $525.6M
State Street Corp. 0.01% Add +3.9% 6,473,499 $205.3M
Massachusetts Financial Services Co. 0.05% Reduce -0.1% 4,757,188 $150.9M
Morgan Stanley 0.01% Add +2.4% 3,891,654 $123.4M
Principal Financial Group Inc. 0.05% Reduce -5.0% 3,144,649 $99.7M
Dimensional Fund Advisors LP 0.02% Add +2.0% 2,876,319 $91.2M
Geode Capital Management, LLC 0.01% Reduce -17.6% 2,781,556 $88.2M
LSV Asset Management 0.18% Reduce -4.7% 2,450,396 $77.7M
Norges Bank 0.01% Add +5.0% 2,426,700 $77.0M
Northern Trust Corp. 0.01% Reduce -8.3% 2,419,607 $76.7M
HSBC Holdings PLC 0.04% Reduce -1.9% 2,229,945 $70.6M
Bank of New York Mellon Corp 0.01% Reduce -1.4% 2,088,833 $66.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 2,086,541 $66.2M
Two Sigma Advisers, LP 0.15% Reduce -11.7% 2,080,200 $66.0M
Citadel Advisors 0.06% Reduce -29.2% 1,950,502 $61.9M
Goldman Sachs Group Inc. 0.01% Add +17.3% 1,826,288 $57.9M
Hennessy Advisors Inc. 1.61% New 1,708,900 $54.2M
Invesco Ltd. 0.01% Reduce -10.2% 1,591,977 $50.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +84.9% 1,543,624 $48.9M
Balyasny Asset Management L.P. 0.11% Add +301.2% 1,522,195 $48.3M
Two Sigma Investments, LP 0.10% Reduce -26.1% 1,286,396 $40.8M
First Trust Advisors LP 0.04% Add +53.1% 1,258,512 $39.9M
UBS Group AG 0.01% Add +36.4% 1,132,505 $35.9M
Voloridge Investment Management, LLC 0.13% Add +4.6% 1,118,235 $35.5M
AQR Capital Management 0.05% Reduce -24.6% 1,106,703 $35.1M
Marshall Wace, LLP 0.04% Reduce -24.8% 1,071,094 $34.0M
Wells Fargo & Company 0.01% Reduce -2.7% 983,031 $31.2M
Bank of America Corp. 0.00% Reduce -16.1% 897,692 $28.5M
Victory Capital Management Inc. 0.03% Reduce -0.6% 820,506 $26.0M
LPL Financial LLC 0.01% Add +115.2% 741,330 $23.5M
Algebris (uk) Ltd. 5.93% Reduce -15.0% 698,792 $21.4M
Weiss Asset Management LP 0.64% New 658,134 $20.9M
Easterly Investment Partners LLC 1.60% Add +2.1% 641,305 $20.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.1% 593,901 $18.8M
Millennium Management 0.02% Add +209.7% 559,506 $17.7M
Ameriprise Financial Inc. 0.00% Reduce -12.6% 546,777 $17.3M
First Eagle Investment Management, LLC 0.04% Add +2.1% 531,100 $16.8M
Advisors Capital Management, LLC 0.27% Add +4.5% 531,023 $16.8M
Legal & General Group Plc 0.00% Reduce -5.4% 520,522 $16.5M
Miller Value Partners 6.69% Add +28.8% 493,685 $15.7M
Jupiter Asset Management Ltd. 0.13% Reduce -33.6% 429,732 $13.6M
Public Sector Pension Investment Board 0.06% Add +17.5% 424,408 $13.5M
Rhumbline Advisers 0.01% Reduce -1.8% 417,658 $13.2M
Cambria Investment Management, L.P. 0.78% Add +1.3% 405,925 $12.9M
Royal Bank of Canada 0.00% Add +1.5% 395,539 $12.5M
Bridgewater Associates 0.06% Add +87.5% 380,962 $12.1M
Twinbeech Capital LP 0.20% Add +51.4% 372,759 $11.8M
Citigroup Inc. 0.01% Reduce -6.7% 357,580 $11.3M
Swiss National Bank 0.01% Add +0.8% 334,700 $10.6M
JPMorgan Chase & Co. 0.00% Add +14.4% 330,755 $10.5M
Squarepoint Ops LLC 0.03% Reduce -38.9% 325,709 $10.3M
National Bank of Canada 0.01% Add +20127.5% 316,965 $10.1M
Nuveen Asset Management, LLC 0.00% Reduce -7.3% 315,254 $10.0M
Jane Street Group, LLC 0.02% Add +160.7% 307,512 $9.8M
Susquehanna Fundamental Investments, LLC 0.15% — 287,999 $9.1M
CHURCHILL MANAGEMENT Corp 0.10% Add +4.1% 286,286 $9.1M
Assenagon Asset Management S.A. 0.02% Reduce -53.5% 279,067 $8.8M
Algert Global LLC 0.20% Add +32.9% 266,344 $8.4M
California Public Employees Retirement System 0.01% Reduce -12.3% 266,051 $8.4M
Renaissance Technologies 0.01% Reduce -6.7% 264,874 $8.4M
Cubist Systematic Strategies, LLC 0.14% Add +43.8% 262,418 $8.3M
Raymond James Financial Inc. 0.00% — 257,186 $8.2M
Saba Capital Management, L.P. 0.20% Reduce -40.8% 252,740 $8.0M
Deutsche Bank AG 0.00% Add +158.7% 247,328 $7.8M
Macquarie Group Ltd. 0.01% Reduce -63.9% 247,216 $7.8M
Stifel Financial Corp. 0.01% Reduce -1.4% 235,703 $7.5M
FMR LLC 0.00% Reduce -2.9% 233,090 $7.4M
New York State Teachers Retirement System 0.01% Reduce -0.3% 223,909 $7.1M
Cordgrass Capital Advisors, LLC 2.02% No change 219,584 $7.0M
Engineers Gate Manager LP 0.12% Add +166.5% 219,432 $7.0M
Alliancebernstein L.P. 0.00% Add +24.8% 215,871 $6.8M
Hotchkis & Wiley Capital Management LLC 0.02% Add +11.6% 210,600 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.9% 209,425 $6.6M
Prudential Financial Inc. 0.01% Reduce -20.2% 201,630 $6.4M
Quantbot Technologies LP 0.23% Reduce -33.3% 199,950 $6.3M
CI Investments Inc. 0.02% Reduce -9.4% 197,757 $6.3M
Access Investment Management LLC 1.81% Reduce -2.5% 196,500 $6.2M
Canada Pension Plan Investment Board 0.01% New 195,600 $6.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -7.9% 180,759 $5.7M
Truist Financial Corp. 0.01% Reduce -5.6% 175,656 $5.6M
Bank of Nova Scotia 0.01% Reduce -12.1% 173,585 $5.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.1% 168,444 $5.3M
Icon Advisers Inc. 1.21% No change 167,225 $5.3M
Illinois Municipal Retirement Fund 0.07% Add +14.8% 164,071 $5.2M
HRT Financial LP 0.03% Reduce -43.4% 163,380 $5.2M
California State Teachers Retirement System 0.01% Reduce -3.0% 159,233 $5.0M
Kempner Capital Management Inc. 2.77% No change 158,906 $5.0M
Jump Financial, LLC 0.11% Reduce -35.6% 158,159 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -20.6% 157,809 $5.0M
BNP Paribas Financial Markets 0.00% Add +5.1% 157,180 $5.0M
Sei Investments Co. 0.01% Reduce -0.1% 156,103 $5.0M
Man Group plc 0.02% Reduce -46.1% 154,983 $4.9M
Kennedy Capital Management LLC 0.11% Add +8.5% 154,876 $4.9M
Allspring Global Investments Holdings, LLC 0.01% Add +53.9% 152,187 $4.8M
Jefferies Financial Group Inc. 0.06% Add +594.2% 152,727 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -14.3% 151,313 $4.8M
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 149,986 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +68.9% 139,362 $4.4M
Thrivent Financial for Lutherans 0.01% Reduce -1.5% 131,969 $4.2M

"% 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 558 holders