Lincoln National Ownership | Who Owns Lincoln National?
Lincoln National Ownership Summary
Lincoln National is owned by 74.54% institutional investors, 10.16% insiders, and 15.31% 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 5.38% of its assets in Lincoln National shares.
LNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lincoln National | 74.54% | 10.16% | 15.31% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Life Insurance Stocks | 64.02% | 10.71% | 25.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.12M | 11.92% | $606.35M |
| Blackrock | 16.27M | 9.57% | $505.94M |
| Blackrock funding, inc. /de | 16.48M | 9.30% | $570.30M |
| State street | 6.15M | 3.62% | $191.20M |
| Massachusetts financial services co /ma/ | 4.92M | 2.77% | $170.12M |
| 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 | 569.48K | 8.36% | $19.70M |
| Algebris (uk) | 1.51M | 8.22% | $52.13M |
| New vernon investment management | 154.11K | 6.20% | $5.33M |
| Rk asset management | 93.09K | 3.11% | $3.22M |
| Kempner capital management | 158.91K | 2.94% | $5.50M |
| Loudon investment management | 139.56K | 2.67% | $4.83M |
| Mork capital management | 86.68K | 2.19% | $3.00M |
| Oak harbor wealth partners | 219.58K | 2.02% | $6.96M |
| Access investment management | 196.50K | 1.94% | $6.80M |
| Systematic portfolios | 8.87K | 1.92% | $275.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.43M | 0.01% | 2.43M |
| Jennison associates | 1.26M | 0.03% | 1.26M |
| Alyeska investment group | 895.16K | 0.11% | 895.16K |
| Algebris (uk) | 1.51M | 8.22% | 554.33K |
| First trust advisors lp | 1.26M | 0.04% | 436.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 16.29K | 0.00% | -1.43M |
| Marshall wace, llp | - | - | -877.86K |
| Apg asset management | - | - | -698.78K |
| Assenagon asset management | - | - | -673.10K |
| Jacobs levy equity management | 99.93K | 0.01% | -667.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.43M | 0.01% | 2.43M | $76.95M |
| Jennison associates | 1.26M | 0.03% | 1.26M | $43.69M |
| Alyeska investment group | 895.16K | 0.11% | 895.16K | $30.97M |
| Cyndeo wealth partners | 221.62K | 0.45% | 221.62K | $7.67M |
| Access investment management | 196.50K | 1.94% | 196.50K | $6.80M |
Sold Out
| Holder | Change |
|---|---|
| Johnson financial group | -1.00 |
| Financial network wealth advisors | -5.00 |
| Ruedi wealth management | -8.00 |
| Activest wealth management | -11.00 |
| Mendota financial group | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 585 | -2.17% | 132,058,749 | 4.63% | 74 | 1.37% | 272 | 0.37% | 177 | -5.85% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10.20M | 5.38% | - |
| Vanguard US Total Market Shares ETF | 5.44M | 3.19% | 2.92K |
| Vanguard Total Stock Mkt Idx Inv | 5.35M | 2.82% | -136.87K |
| Vanguard Small Cap Index | 4.15M | 2.19% | -26.57K |
| MFS Mid Cap Value A | 3.04M | 1.60% | 210.52K |
| MFS Mid Cap Value Equity | 2.83M | 1.49% | 32.09K |
| Vanguard Small Cap Value Index Inv | 2.67M | 1.41% | 3.57K |
| First Trust Rising Dividend Achiev ETF | 1.93M | 1.02% | 3.55K |
| HGK Fixed Income Pension Co | 1.67M | 0.98% | - |
| Hudson Edge Fixed Income Pension Co | 1.67M | 0.98% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 15, 2025 | Woodroffe Sean | EVP, Ch Ppl Culture Comms Off | Sell | $661.11K |
| Aug 15, 2025 | Kroll Brian | EVP, Head of Life & Annuities | Sell | $260.01K |
| Aug 07, 2025 | Kennedy John Christopher | EVP, Chief Dist. & Brand Off | Sell | $196.45K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
LNC Ownership FAQ
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