Lincoln National Ownership | Who Owns Lincoln National?
Lincoln National Ownership Summary
Lincoln National is owned by 29.11% institutional investors, 0.37% insiders, and 70.52% retail investors. Vanguard group is the largest institutional shareholder, holding 10.35% of LNC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.39% of its assets in Lincoln National shares.
LNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lincoln National | 29.11% | 0.37% | 70.52% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Life Insurance Stocks | 41.85% | 11.09% | 47.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.74M | 10.35% | $879.07M |
| Blackrock funding, inc. /de | 18.50M | 10.13% | $656.68M |
| Blackrock | 16.27M | 9.57% | $505.94M |
| Dimensional fund advisors lp | 7.76M | 4.25% | $275.30M |
| State street | 5.89M | 3.23% | $209.14M |
| Massachusetts financial services co /ma/ | 5.88M | 3.22% | $209.78M |
| Price t rowe associates inc /md/ | 4.43M | 2.42% | $157.19M |
| Jennison associates | 3.82M | 2.09% | $135.72M |
| Morgan stanley | 3.69M | 2.02% | $131.10M |
| Geode capital management | 3.16M | 1.73% | $112.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 570.69K | 5.29% | $20.26M |
| Rk asset management | 92.28K | 3.88% | $4.11M |
| Algebris (uk) | 1.36M | 3.49% | $48.27M |
| New vernon investment management | 84.15K | 3.17% | $2.99M |
| New century financial group | 42.54K | 3.05% | $1.72M |
| Kempner capital management | 71.09K | 3.04% | $3.21M |
| Philadelphia financial management of san francisco | 285.00K | 2.93% | $10.12M |
| Loudon investment management | 135.49K | 2.59% | $4.81M |
| Collar capital management | 97.21K | 2.23% | $3.45M |
| Access investment management | 196.50K | 2.13% | $7.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.27M | 0.01% | 2.27M |
| Dimensional fund advisors lp | 7.76M | 0.06% | 1.52M |
| Jupiter asset management | 1.80M | 0.34% | 1.08M |
| Vanguard fiduciary trust | 1.07M | 0.01% | 1.07M |
| Algebris (uk) | 1.36M | 3.49% | 778.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 2.13M | 0.05% | -2.66M |
| Hennessy advisors | - | - | -1.40M |
| Marshall wace, llp | 23.24K | 0.00% | -957.71K |
| Two sigma advisers, lp | 115.30K | 0.01% | -837.40K |
| Price t rowe associates inc /md/ | 4.43M | 0.02% | -780.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.27M | 0.01% | 2.27M | $101.11M |
| Vanguard fiduciary trust | 1.07M | 0.01% | 1.07M | $37.89M |
| Caisse de depot et placement du quebec | 530.25K | 0.03% | 530.25K | $18.82M |
| Philadelphia financial management of san francisco | 285.00K | 2.93% | 285.00K | $10.12M |
| Axa investment managers | 207.03K | 0.02% | 207.03K | $8.35M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Johnson financial group | -1.00 |
| Stephens consulting | -1.00 |
| Cornerstone planning group | -2.00 |
| Palisade asset management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 362 | -44.82% | 53,172,064 | -66.33% | 29 | 0.43% | 154 | -51.27% | 116 | -36.26% |
| Dec 31, 2025 | 278 | -56.63% | 42,873,147 | -68.07% | 22 | 0.39% | 123 | -57.44% | 72 | -62.89% |
| Sep 30, 2025 | 323 | -44.69% | 48,821,284 | -60.93% | 27 | 0.55% | 130 | -52.90% | 105 | -40.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10.31M | 5.39% | 68.37K |
| Vanguard US Total Market Shares ETF | 5.44M | 3.19% | 2.92K |
| Vanguard Total Stock Mkt Idx Inv | 6.07M | 3.17% | 14.65K |
| Vanguard Small Cap Index | 4.38M | 2.29% | -11.17K |
| Vanguard Small Cap Value Index Inv | 2.81M | 1.47% | 21.13K |
| MFS Mid Cap Value Equity | 2.77M | 1.45% | -119.32K |
| MFS Mid Cap Value A | 2.77M | 1.45% | - |
| iShares Select Dividend ETF | 2.57M | 1.34% | 112.79K |
| T. Rowe Price Mid-Cap Value | 2.30M | 1.20% | -525.60K |
| T. Rowe Price US Mid-Cap Value Equity | 2.30M | 1.20% | -535.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 05, 2026 | Beazer CraigT T | EVP & General Counsel | Sell | $1.03M |
| Mar 13, 2026 | Charters Jennifer | EVP, Chief Information Officer | Buy | $9.78K |
| Mar 09, 2026 | Woodroffe Sean | EVP, Ch Ppl Comms Ent Srvc Off | Sell | $261.92K |
| Mar 02, 2026 | Woodroffe Sean | EVP, Ch Ppl Comms Ent Srvc Off | Sell | $344.60K |
| Feb 18, 2026 | Reid James Waltman | EVP Workplace Solutions | Sell | $127.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | 3 |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 3 |
LNC Ownership FAQ
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