Lincoln National Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 19.12 M | $606.35 M | -2.17% | 11.92% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 16.58 M | $525.65 M | 0.18% | 10.33% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 4.76 M | $150.85 M | -0.14% | 2.97% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 3.14 M | $99.72 M | -4.98% | 1.96% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.88 M | $91.21 M | 2.01% | 1.79% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 2.78 M | $88.23 M | -17.55% | 1.73% |
LSV ASSET MANAGEMENT | 02/13/2025 | 2.45 M | $77.70 M | -4.68% | 1.53% |
NORGES BANK | 02/12/2025 | 2.43 M | $76.95 M | 100.00% | 1.51% |
HSBC HOLDINGS PLC | 02/14/2025 | 2.23 M | $70.60 M | -1.90% | 1.39% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.09 M | $66.24 M | -1.39% | 1.30% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.09 M | $66.16 M | -1.76% | 1.30% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 2.08 M | $65.96 M | -11.67% | 1.30% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.83 M | $57.91 M | 17.31% | 1.14% |
APOLLO MANAGEMENT HOLDINGS, L.P. | 02/14/2025 | 1.77 M | $56.13 M | 0.00% | 1.10% |
HENNESSY ADVISORS INC | 01/15/2025 | 1.71 M | $54.19 M | 100.00% | 1.07% |
INVESCO LTD. | 02/13/2025 | 1.59 M | $50.48 M | -10.17% | 0.99% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 1.54 M | $48.95 M | 84.86% | 0.96% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 1.52 M | $48.27 M | 301.17% | 0.95% |
TWIN TREE MANAGEMENT, LP | 02/10/2025 | 1.31 M | $41.52 M | 23.36% | 0.82% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 1.29 M | $40.79 M | -26.15% | 0.80% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 1.26 M | $39.91 M | 53.09% | 0.78% |
UBS GROUP AG | 02/14/2025 | 1.13 M | $35.91 M | 36.35% | 0.71% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 1.12 M | $35.46 M | 4.63% | 0.70% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 1.11 M | $35.09 M | -24.59% | 0.69% |
MARSHALL WACE, LLP | 02/13/2025 | 1.07 M | $33.96 M | -24.81% | 0.67% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 983,031 | $31.17 M | -2.68% | 0.61% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 820,506 | $26.02 M | -0.59% | 0.51% |
ALGEBRIS (UK) LTD | 02/11/2025 | 698,792 | $21.40 M | -15.04% | 0.44% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 694,700 | $22.03 M | -15.27% | 0.43% |
WEISS ASSET MANAGEMENT LP | 02/14/2025 | 658,134 | $20.87 M | 100.00% | 0.41% |
EASTERLY INVESTMENT PARTNERS LLC | 02/12/2025 | 641,305 | $20.34 M | 2.07% | 0.40% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 593,901 | $18.83 M | 10.12% | 0.37% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 559,506 | $17.74 M | 209.70% | 0.35% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 546,777 | $17.34 M | -12.60% | 0.34% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 531,100 | $16.84 M | 2.12% | 0.33% |
ADVISORS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 531,023 | $16.84 M | 4.50% | 0.33% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 520,522 | $16.51 M | -8.59% | 0.32% |
MILLER VALUE PARTNERS, LLC | 02/14/2025 | 493,685 | $15.65 M | 28.83% | 0.31% |
JANE STREET GROUP, LLC | 02/14/2025 | 455,000 | $14.43 M | -7.67% | 0.28% |
WALLEYE TRADING LLC | 02/13/2025 | 431,600 | $13.69 M | -8.79% | 0.27% |
JUPITER ASSET MANAGEMENT LTD | 02/10/2025 | 429,732 | $13.63 M | -33.56% | 0.27% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 424,408 | $13.46 M | 17.54% | 0.26% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 422,000 | $13.38 M | -34.71% | 0.26% |
RHUMBLINE ADVISERS | 01/30/2025 | 417,658 | $13.24 M | -1.79% | 0.26% |
CAMBRIA INVESTMENT MANAGEMENT, L.P. | 02/14/2025 | 405,925 | $12.87 M | 1.25% | 0.25% |
ROYAL BANK OF CANADA | 02/14/2025 | 395,539 | $12.54 M | 1.52% | 0.25% |
BRIDGEWATER ASSOCIATES, LP | 02/13/2025 | 380,962 | $12.08 M | 87.45% | 0.24% |
TWINBEECH CAPITAL LP | 02/14/2025 | 372,759 | $11.82 M | 51.42% | 0.23% |
CITIGROUP INC | 02/12/2025 | 357,580 | $11.34 M | -6.74% | 0.22% |
SWISS NATIONAL BANK | 02/10/2025 | 334,700 | $10.61 M | 0.84% | 0.21% |
Lincoln National Corporation institutional Ownership - FAQ's
During the previous two years, 887 institutional investors and hedge funds held shares of Lincoln National Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 19.12 M
BlackRock Funding, Inc. /DE: 16.58 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 4.76 M
PRINCIPAL FINANCIAL GROUP INC: 3.14 M
DIMENSIONAL FUND ADVISORS LP: 2.88 M
GEODE CAPITAL MANAGEMENT, LLC: 2.78 M
78.56% of Lincoln National Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 181.59 M shares in the last 24 months. This purchase volume represents approximately $5.81 B in transactions.