Lincoln National Ownership | Who Owns Lincoln National?
Lincoln National Ownership Summary
Lincoln National is owned by 27.56% institutional investors, 10.15% insiders, and 62.30% retail investors. Vanguard group is the largest institutional shareholder, holding 11.23% of LNC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.36% of its assets in Lincoln National shares.
LNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lincoln National | 27.56% | 10.15% | 62.30% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Life Insurance Stocks | 44.08% | 11.88% | 44.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.90M | 11.23% | $802.72M |
| Blackrock funding, inc. /de | 18.43M | 10.40% | $743.18M |
| Blackrock | 16.27M | 9.57% | $505.94M |
| State street | 5.98M | 3.37% | $241.07M |
| Massachusetts financial services co /ma/ | 5.95M | 3.36% | $240.05M |
| Dimensional fund advisors lp | 5.73M | 3.23% | $231.12M |
| Price t rowe associates inc /md/ | 5.20M | 2.94% | $209.89M |
| First trust advisors lp | 4.88M | 2.75% | $196.80M |
| Morgan stanley | 4.24M | 2.39% | $170.90M |
| Geode capital management | 2.94M | 1.66% | $118.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 520.68K | 7.72% | $21.00M |
| New vernon investment management | 154.11K | 5.80% | $6.22M |
| Algebris (uk) | 1.09M | 4.99% | $44.04M |
| Rk asset management | 92.57K | 3.39% | $3.73M |
| New century financial group | 42.54K | 3.05% | $1.72M |
| Loudon investment management | 139.56K | 2.95% | $5.63M |
| Kempner capital management | 81.78K | 2.74% | $3.30M |
| Collar capital management | 91.04K | 2.58% | $3.67M |
| Mork capital management | 86.68K | 2.41% | $3.50M |
| Oak harbor wealth partners | 219.68K | 2.19% | $8.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.43M | 0.01% | 2.43M |
| Blackrock funding, inc. /de | 18.43M | 0.01% | 1.94M |
| Price t rowe associates inc /md/ | 5.20M | 0.02% | 1.40M |
| Vanguard group | 19.90M | 0.01% | 1.18M |
| Dimensional fund advisors lp | 5.73M | 0.05% | 1.16M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 16.29K | 0.00% | -1.43M |
| Hennessy advisors | - | - | -1.40M |
| Alyeska investment group | 20.49K | 0.00% | -874.67K |
| Arrowstreet capital, limited partnership | 284.96K | 0.01% | -865.36K |
| Two sigma advisers, lp | 115.30K | 0.01% | -837.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.43M | 0.01% | 2.43M | $76.95M |
| Hudson bay capital management lp | 355.91K | 0.05% | 355.91K | $14.35M |
| Csm advisors | 334.25K | 0.38% | 334.25K | $13.48M |
| Point72 asset management | 227.42K | 0.02% | 227.42K | $9.17M |
| Axa investment managers | 207.03K | 0.02% | 207.03K | $8.35M |
Sold Out
| Holder | Change |
|---|---|
| Johnson financial group | -1.00 |
| Stephens consulting | -1.00 |
| Wealthtrak capital management | -5.00 |
| Financial network wealth advisors | -5.00 |
| Ruedi wealth management | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10.16M | 5.36% | - |
| 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 |
| T. Rowe Price Mid-Cap Value | 2.65M | 1.40% | 2.65M |
| First Trust Rising Dividend Achiev ETF | 1.97M | 1.04% | 2.76K |
| HGK Fixed Income Pension Co | 1.67M | 0.98% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | Kennedy John Christopher | EVP, Chief Dist. & Brand Off | Sell | $155.36K |
| Nov 12, 2025 | Ryan Owen | - | Buy | $84.34K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
LNC Ownership FAQ
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