Lincoln National Ownership | Who Owns Lincoln National?
Lincoln National Ownership Summary
Lincoln National is owned by 86.84% institutional investors, 0.34% insiders, and 12.82% 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 5.41% of its assets in Lincoln National shares.
LNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lincoln National | 86.84% | 0.34% | 12.82% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Life Insurance Stocks | 64.80% | 12.08% | 23.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.74M | 10.35% | $879.07M |
| Blackrock funding, inc. /de | 18.56M | 9.71% | $656.17M |
| Blackrock | 16.27M | 9.57% | $505.94M |
| Dimensional fund advisors lp | 8.57M | 4.49% | $303.04M |
| Vanguard capital management | 8.35M | 4.37% | $295.07M |
| Massachusetts financial services co /ma/ | 6.37M | 3.34% | $226.61M |
| State street | 6.11M | 3.20% | $215.86M |
| Price t rowe associates inc /md/ | 4.99M | 2.61% | $176.53M |
| Jennison associates | 3.77M | 1.97% | $133.36M |
| Morgan stanley | 3.63M | 1.90% | $128.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 603.16K | 5.04% | $21.32M |
| Rk asset management | 92.28K | 3.88% | $4.11M |
| New century financial group | 42.54K | 3.05% | $1.72M |
| Kempner capital management | 71.09K | 3.04% | $3.21M |
| Algebris (uk) | 1.27M | 2.95% | $44.81M |
| Oak harbor wealth partners | 219.56K | 2.89% | $7.76M |
| New vernon investment management | 63.12K | 2.73% | $2.23M |
| Loudon investment management | 126.00K | 2.19% | $4.45M |
| Collar capital management | 95.76K | 2.00% | $3.39M |
| Systematic portfolios | 8.87K | 1.92% | $275.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.29M | 0.01% | 2.29M |
| Sixth street partners management company | 2.19M | 0.01% | 2.19M |
| Arrowstreet capital, limited partnership | 1.92M | 0.03% | 1.24M |
| American century companies | 1.43M | 0.02% | 868.34K |
| Dimensional fund advisors lp | 8.57M | 0.05% | 816.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hennessy advisors | - | - | -1.40M |
| Two sigma advisers, lp | 115.30K | 0.01% | -837.40K |
| Balyasny asset management | 1.38M | 0.06% | -701.63K |
| Apg asset management | - | - | -698.78K |
| First trust advisors lp | 1.44M | 0.03% | -686.44K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.29M | 0.01% | 2.29M | $80.98M |
| Sixth street partners management company | 2.19M | 0.01% | 2.19M | $77.54M |
| Axa investment managers | 207.03K | 0.02% | 207.03K | $8.35M |
| Twin tree management, lp | 137.50K | 0.01% | 137.50K | $4.28M |
| Xtx topco | 70.50K | 0.03% | 70.50K | $2.49M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 646 | 0.15% | 165,931,387 | 6.01% | 86 | 1.18% | 315 | 1.29% | 191 | -1.04% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10.36M | 5.41% | -9.91K |
| Vanguard US Total Market Shares ETF | 5.44M | 3.19% | 2.92K |
| Vanguard MStar Total Stk Mkt Idx Invest | 6.08M | 3.18% | 17.72K |
| Vanguard Morn Total Stk Mkt Idx Investor | 6.06M | 3.17% | 7.76K |
| Vanguard Total Stock Mkt Idx Inv | 6.06M | 3.17% | 7.76K |
| Vanguard Small Cap Index | 4.40M | 2.30% | 10.98K |
| iShares Select Dividend ETF | 2.88M | 1.50% | - |
| Vanguard MStar Small Cap Value Index | 2.79M | 1.46% | 7.49K |
| MFS Mid Cap Value A | 2.79M | 1.46% | 27.95K |
| Vanguard Small Cap Value Index Inv | 2.78M | 1.46% | -33.63K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Woodroffe Sean | EVP, Ch Ppl Comms Ent Srvc Off | Sell | $498.08K |
| Aug 12, 2026 | KELLY GARY C | - | Sell | $397.67K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 1 |
| 2026 Q1 | 1 | 3 |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | - | 3 |
LNC Ownership FAQ
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