Lincoln National Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL PRAIRIE, LLC | 08/14/2026 | 18.76 M | $663.15 M | 0.00% | 9.73% |
| BLACKROCK, INC. | 08/07/2026 | 18.56 M | $656.17 M | 0.35% | 9.62% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 10.43 M | $368.60 M | 0.17% | 5.41% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 8.57 M | $303.04 M | 10.53% | 4.44% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 8.35 M | $295.07 M | 0.92% | 4.33% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 6.37 M | $226.61 M | 8.36% | 3.30% |
| STATE STREET CORP | 08/07/2026 | 6.11 M | $215.86 M | 3.65% | 3.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 4.99 M | $176.53 M | 12.78% | 2.59% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 3.77 M | $133.36 M | -1.33% | 1.96% |
| MORGAN STANLEY | 08/13/2026 | 3.63 M | $128.40 M | -1.64% | 1.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.19 M | $112.93 M | 1.10% | 1.66% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 2.54 M | $89.80 M | -0.77% | 1.32% |
| NORGES BANK | 08/12/2026 | 2.29 M | $80.98 M | 100.00% | 1.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.19 M | $77.54 M | 2.70% | 1.14% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.19 M | $77.54 M | 100.00% | 1.14% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 2.14 M | $75.60 M | -6.23% | 1.11% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.11 M | $74.49 M | 18.02% | 1.09% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.92 M | $67.95 M | 181.44% | 1.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.90 M | $67.05 M | 2.38% | 0.98% |
| JUPITER ASSET MANAGEMENT LTD | 08/10/2026 | 1.87 M | $66.10 M | 4.07% | 0.97% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.79 M | $63.11 M | 0.36% | 0.93% |
| INVESCO LTD. | 08/14/2026 | 1.60 M | $56.59 M | 3.87% | 0.83% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.59 M | $56.31 M | 11.48% | 0.83% |
| HSBC HOLDINGS PLC | 08/14/2026 | 1.49 M | $52.70 M | -0.49% | 0.77% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.49 M | $52.71 M | 1.71% | 0.77% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.44 M | $50.97 M | -32.25% | 0.75% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.43 M | $50.41 M | 155.72% | 0.74% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.41 M | $49.82 M | 51.97% | 0.73% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 1.38 M | $48.92 M | -33.64% | 0.72% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.29 M | $45.63 M | 110.67% | 0.67% |
| ALGEBRIS (UK) LTD | 08/11/2026 | 1.27 M | $44.81 M | -6.63% | 0.66% |
| UBS GROUP AG | 08/13/2026 | 1.19 M | $42.13 M | -18.08% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.09 M | $38.61 M | 2.34% | 0.57% |
| CITADEL ADVISORS LLC | 09/02/2026 | 968.86 K | $34.25 M | 25.85% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 906.40 K | $32.04 M | 8.60% | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 857.90 K | $30.33 M | 31.54% | 0.44% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 817.24 K | $28.89 M | 15.30% | 0.42% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 765.31 K | $27.73 M | 41.14% | 0.40% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2026 | 739.69 K | $26.15 M | 39.50% | 0.38% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 733.10 K | $25.92 M | 25.69% | 0.38% |
| JAIN GLOBAL LLC | 08/14/2026 | 715.20 K | $25.28 M | 30.32% | 0.37% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 707.71 K | $25.02 M | 405.05% | 0.37% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 699.62 K | $24.73 M | 227.71% | 0.36% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 694.01 K | $24.53 M | 42.46% | 0.36% |
| JANE STREET GROUP, LLC | 08/14/2026 | 662.90 K | $23.43 M | 37.93% | 0.34% |
| HRT FINANCIAL LP | 08/14/2026 | 639.03 K | $22.59 M | 7.92% | 0.33% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 619.92 K | $21.91 M | 5.94% | 0.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 618.89 K | $21.88 M | 15.52% | 0.32% |
| CANDER ASSET MANAGEMENT LP | 08/14/2026 | 617.64 K | $21.83 M | 57.21% | 0.32% |
| INTERVAL PARTNERS, LP | 08/14/2026 | 608.42 K | $21.51 M | 35.62% | 0.32% |
Lincoln National Corp. institutional Ownership - FAQ's
During the previous two years, 1061 institutional investors and hedge funds held shares of Lincoln National Corp.. The most heavily invested institutionals were:
Bain Capital Prairie, LLC: 18.76 M
BlackRock, Inc.: 18.56 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 10.43 M
DIMENSIONAL FUND ADVISORS LP: 8.57 M
VANGUARD CAPITAL MANAGEMENT LLC: 8.35 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 6.37 M
86.22% of Lincoln National Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 252.67 M shares in the last 24 months. This purchase volume represents approximately $8.59 B in transactions.