Lincoln National Ownership | Who Owns Lincoln National?
Lincoln National Ownership Summary
Lincoln National is owned by 22.47% institutional investors, 10.15% insiders, and 67.39% 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 5.37% of its assets in Lincoln National shares.
LNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lincoln National | 22.47% | 10.15% | 67.39% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Life Insurance Stocks | 38.04% | 11.38% | 50.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.74M | 10.35% | $879.07M |
| Blackrock funding, inc. /de | 18.55M | 9.72% | $826.15M |
| Blackrock | 16.27M | 9.57% | $505.94M |
| State street | 5.98M | 3.37% | $241.07M |
| Dimensional fund advisors lp | 6.23M | 3.27% | $277.57M |
| Massachusetts financial services co /ma/ | 5.89M | 3.09% | $262.19M |
| Price t rowe associates inc /md/ | 5.20M | 2.94% | $209.89M |
| First trust advisors lp | 4.88M | 2.75% | $196.80M |
| Morgan stanley | 4.06M | 2.13% | $180.92M |
| Jennison associates | 3.68M | 1.93% | $163.92M |
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 |
| Rk asset management | 92.28K | 3.88% | $4.11M |
| Loudon investment management | 135.49K | 3.15% | $6.03M |
| New century financial group | 42.54K | 3.05% | $1.72M |
| Kempner capital management | 71.09K | 3.04% | $3.21M |
| Collar capital management | 91.73K | 2.73% | $4.08M |
| Mork capital management | 86.68K | 2.41% | $3.50M |
| Oak harbor wealth partners | 219.56K | 2.35% | $9.78M |
| Access investment management | 196.50K | 2.13% | $7.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.27M | 0.01% | 2.27M |
| Price t rowe associates inc /md/ | 5.20M | 0.02% | 1.40M |
| Jennison associates | 3.68M | 0.10% | 1.36M |
| Royal bank of canada | 2.44M | 0.02% | 1.02M |
| Allianz asset management gmbh | 868.88K | 0.04% | 829.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 16.29K | 0.00% | -1.43M |
| Hennessy advisors | - | - | -1.40M |
| Barclays | 202.94K | 0.00% | -945.59K |
| Alyeska investment group | 20.49K | 0.00% | -874.67K |
| Arrowstreet capital, limited partnership | 284.96K | 0.01% | -865.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.27M | 0.01% | 2.27M | $101.11M |
| Jupiter asset management | 715.63K | 0.26% | 715.63K | $31.87M |
| Hudson bay capital management lp | 355.91K | 0.05% | 355.91K | $14.35M |
| 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 |
|---|---|
| Tortoise investment management | -1.00 |
| Stephens consulting | -1.00 |
| Johnson financial group | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 546 | -1.97% | 117,983,867 | -4.28% | 73 | 1.41% | 230 | -2.54% | 187 | 2.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10.20M | 5.37% | -1.15M |
| Vanguard US Total Market Shares ETF | 5.44M | 3.19% | 2.92K |
| Vanguard Total Stock Mkt Idx Inv | 5.99M | 3.15% | 12.19K |
| Vanguard Small Cap Index | 4.30M | 2.26% | -2.70K |
| MFS Mid Cap Value Equity | 2.89M | 1.52% | -116.84K |
| MFS Mid Cap Value A | 2.84M | 1.50% | 2.84M |
| T. Rowe Price Mid-Cap Value | 2.84M | 1.49% | - |
| T. Rowe Price US Mid-Cap Value Equity | 2.84M | 1.49% | -9.34K |
| Vanguard Small Cap Value Index Inv | 2.76M | 1.45% | -20.92K |
| iShares Select Dividend ETF | 2.46M | 1.29% | 2.46M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Dec 10, 2025 | Kennedy John Christopher | EVP, Chief Dist. & Brand Off | Sell | $155.36K |
| Nov 12, 2025 | Ryan Owen | - | Buy | $84.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
LNC Ownership FAQ
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