Lincoln National Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 18.76 M | $665.96 M | 0.00% | 10.27% | |
| BLACKROCK, INC. | 05/13/2026 | 18.50 M | $656.68 M | -0.29% | 10.13% |
| 05/08/2026 | 10.41 M | $369.54 M | 100.00% | 5.70% | |
| 05/15/2026 | 8.27 M | $293.62 M | 100.00% | 4.53% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 7.76 M | $275.30 M | 24.42% | 4.25% |
| STATE STREET CORP | 05/15/2026 | 5.89 M | $209.14 M | -0.08% | 3.23% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 5.88 M | $209.78 M | -0.11% | 3.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 4.43 M | $157.19 M | -14.98% | 2.42% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 3.82 M | $135.72 M | 3.86% | 2.09% |
| MORGAN STANLEY | 05/15/2026 | 3.69 M | $131.10 M | -9.11% | 2.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.16 M | $112.17 M | 6.75% | 1.73% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 2.56 M | $90.88 M | -0.50% | 1.40% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 2.28 M | $80.96 M | -1.37% | 1.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.14 M | $75.82 M | 2.78% | 1.17% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 2.13 M | $75.56 M | -55.51% | 1.17% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 2.09 M | $74.04 M | 7.32% | 1.14% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.85 M | $65.76 M | -4.67% | 1.01% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 1.80 M | $63.78 M | 151.06% | 0.98% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.79 M | $63.38 M | 4.98% | 0.98% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.78 M | $63.15 M | -1.06% | 0.97% |
| INVESCO LTD. | 05/12/2026 | 1.54 M | $54.72 M | 11.60% | 0.84% |
| HSBC HOLDINGS PLC | 04/30/2026 | 1.50 M | $53.16 M | 10.24% | 0.82% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 1.47 M | $52.04 M | 82.37% | 0.80% |
| UBS GROUP AG | 05/05/2026 | 1.45 M | $51.64 M | -6.69% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.43 M | $50.72 M | 4.72% | 0.78% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 1.36 M | $48.27 M | 133.29% | 0.75% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.20 M | $42.53 M | 11.13% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.07 M | $37.89 M | 100.00% | 0.58% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 927.44 K | $32.40 M | -23.62% | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 834.60 K | $29.63 M | 39.75% | 0.46% |
| CITADEL ADVISORS LLC | 05/15/2026 | 769.83 K | $27.33 M | 294.39% | 0.42% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 708.81 K | $25.16 M | -5.10% | 0.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 683.04 K | $24.25 M | 509.01% | 0.37% |
| LPL FINANCIAL LLC | 05/06/2026 | 661.97 K | $23.50 M | 27.03% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 652.20 K | $23.15 M | -26.50% | 0.36% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 641.80 K | $22.78 M | 20.94% | 0.35% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 612.71 K | $21.75 M | 2,956.65% | 0.34% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 604.75 K | $21.47 M | 3.36% | 0.33% |
| HRT FINANCIAL LP | 05/14/2026 | 592.15 K | $21.02 M | 273.18% | 0.32% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 05/01/2026 | 585.17 K | $20.77 M | 2.00% | 0.32% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 583.26 K | $20.71 M | 223.18% | 0.32% |
| MILLER VALUE PARTNERS, LLC | 05/15/2026 | 570.69 K | $20.26 M | 13.06% | 0.31% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 557.62 K | $19.80 M | 195.05% | 0.31% |
| JAIN GLOBAL LLC | 05/15/2026 | 548.79 K | $19.48 M | 5.94% | 0.30% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 542.22 K | $19.11 M | 3.35% | 0.30% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 535.73 K | $19.02 M | -3.89% | 0.29% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 530.25 K | $18.82 M | 100.00% | 0.29% |
| SEI INVESTMENTS CO | 05/13/2026 | 522.83 K | $18.56 M | 9.54% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 506.22 K | $17.97 M | 3.28% | 0.28% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 487.16 K | $17.29 M | 28.12% | 0.27% |
Lincoln National Corp. institutional Ownership - FAQ's
During the previous two years, 1020 institutional investors and hedge funds held shares of Lincoln National Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 18.5 M
DIMENSIONAL FUND ADVISORS LP: 7.76 M
STATE STREET CORP: 5.89 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 5.88 M
PRICE T ROWE ASSOCIATES INC /MD/: 4.43 M
JENNISON ASSOCIATES LLC: 3.82 M
85.69% of Lincoln National Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 206.96 M shares in the last 24 months. This purchase volume represents approximately $7.04 B in transactions.