Lincoln National Ownership | Who Owns Lincoln National?
Lincoln National Ownership Summary
Lincoln National is owned by 73.22% institutional investors, 0.30% insiders, and 26.48% retail investors. Vanguard group is the largest institutional shareholder, holding 11.92% of LNC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.04% of its assets in Lincoln National shares.
LNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lincoln National | 73.22% | 0.30% | 26.48% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Life Insurance Stocks | 48.86% | 11.41% | 39.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.12M | 11.92% | $606.35M |
| Blackrock funding, inc. /de | 16.58M | 10.33% | $525.65M |
| Blackrock | 16.27M | 9.57% | $505.94M |
| State street | 6.15M | 3.62% | $191.20M |
| Massachusetts financial services co /ma/ | 4.76M | 2.97% | $150.85M |
| Morgan stanley | 3.91M | 2.30% | $121.55M |
| Principal financial group | 3.14M | 1.96% | $99.72M |
| Dimensional fund advisors lp | 2.88M | 1.79% | $91.21M |
| Geode capital management | 2.78M | 1.73% | $88.23M |
| Northern trust | 2.77M | 1.63% | $86.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 493.69K | 6.69% | $15.65M |
| Algebris (uk) | 698.79K | 5.41% | $21.40M |
| Kempner capital management | 158.91K | 2.77% | $5.04M |
| Rk asset management | 100.12K | 2.60% | $3.17M |
| Loudon investment management | 128.55K | 2.32% | $4.08M |
| Oak harbor wealth partners | 219.58K | 2.02% | $6.96M |
| Systematic portfolios | 8.87K | 1.92% | $275.76K |
| Access investment management | 196.50K | 1.81% | $6.23M |
| Hennessy advisors | 1.71M | 1.61% | $54.19M |
| Easterly investment partners | 641.30K | 1.60% | $20.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.43M | 0.01% | 2.43M |
| Hennessy advisors | 1.71M | 1.61% | 1.71M |
| Balyasny asset management | 1.52M | 0.07% | 1.14M |
| Arrowstreet capital, limited partnership | 1.54M | 0.04% | 708.58K |
| First trust advisors lp | 1.26M | 0.04% | 436.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 42.16K | 0.11% | -924.22K |
| Apg asset management | - | - | -698.78K |
| Jacobs levy equity management | 99.93K | 0.01% | -667.97K |
| Weiss asset management lp | - | - | -658.13K |
| Point72 asset management | - | - | -616.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.43M | 0.01% | 2.43M | $76.95M |
| Hennessy advisors | 1.71M | 1.61% | 1.71M | $54.19M |
| Susquehanna fundamental investments | 288.00K | 0.13% | 288.00K | $9.13M |
| Raymond james financial | 257.19K | 0.00% | 257.19K | $8.16M |
| Canada pension plan investment board | 195.60K | 0.01% | 195.60K | $6.20M |
Sold Out
| Holder | Change |
|---|---|
| Johnson financial group | -1.00 |
| Financial network wealth advisors | -5.00 |
| Ruedi wealth management | -8.00 |
| Mendota financial group | -16.00 |
| Voisard asset management group | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 589 | 0.68% | 125,439,235 | -0.50% | 73 | 1.19% | 268 | 8.50% | 186 | -6.53% |
| Dec 31, 2024 | 546 | -1.97% | 117,983,867 | -4.28% | 73 | 1.41% | 230 | -2.54% | 187 | 2.75% |
| Sep 30, 2024 | 551 | -1.96% | 123,106,392 | -2.60% | 72 | 1.31% | 235 | -8.20% | 179 | -0.56% |
| Jun 30, 2024 | 556 | 3.73% | 126,259,121 | 3.79% | 74 | 1.45% | 253 | 7.66% | 179 | 3.47% |
| Mar 31, 2024 | 536 | 0.37% | 121,651,806 | -1.45% | 71 | 1.35% | 235 | -2.08% | 173 | -11.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10.32M | 6.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 5.47M | 3.20% | 60.90K |
| Vanguard US Total Market Shares ETF | 5.44M | 3.19% | 2.92K |
| Vanguard Small Cap Index | 4.28M | 2.51% | 25.64K |
| MFS Mid Cap Value Equity | 2.80M | 1.64% | - |
| MFS Mid Cap Value A | 2.80M | 1.64% | - |
| Vanguard Small Cap Value Index Inv | 2.77M | 1.62% | 8.68K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.64M | 1.54% | 19.10K |
| First Trust Rising Dividend Achiev ETF | 1.85M | 1.09% | 784.00 |
| iShares S&P Small-Cap 600 Value ETF | 1.68M | 0.98% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2025 | Kroll Brian | EVP, Head of Life & Annuities | Sell | $333.48K |
| May 27, 2025 | Woodroffe Sean | EVP, Ch Ppl Culture Comms Off | Sell | $1.43M |
| May 15, 2025 | Morris James T | - | Sell | $340.00 |
| Nov 07, 2024 | Kennedy John Christopher | EVP, President LFD | Sell | $103.07K |
| Nov 07, 2024 | Woodroffe Sean | EVP, Ch Ppl Culture Comms Off | Sell | $576.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
LNC Ownership FAQ
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