Lincoln National Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 19.74 M | $879.07 M | -0.82% | 10.33% |
| 02/17/2026 | 18.76 M | $835.36 M | 100.00% | 9.82% | |
| BLACKROCK, INC. | 02/12/2026 | 18.55 M | $826.15 M | 0.68% | 9.71% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 6.23 M | $277.57 M | 8.77% | 3.27% |
| STATE STREET CORP | 02/13/2026 | 5.90 M | $262.54 M | -1.37% | 3.09% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 5.89 M | $262.19 M | -1.08% | 3.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 5.21 M | $231.93 M | 0.08% | 2.73% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 4.78 M | $213.05 M | -1.96% | 2.50% |
| MORGAN STANLEY | 02/13/2026 | 4.06 M | $180.92 M | -4.12% | 2.13% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 3.68 M | $163.92 M | 58.72% | 1.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.96 M | $131.80 M | 0.50% | 1.55% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 2.57 M | $114.57 M | -1.60% | 1.35% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 2.31 M | $102.96 M | -0.87% | 1.21% |
| NORGES BANK | 02/10/2026 | 2.27 M | $101.11 M | 100.00% | 1.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 2.08 M | $92.53 M | 0.52% | 1.09% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 1.94 M | $86.54 M | 90.17% | 1.02% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.94 M | $86.53 M | -3.88% | 1.02% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.80 M | $80.06 M | -5.50% | 0.94% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.70 M | $75.73 M | 7.90% | 0.89% |
| UBS GROUP AG | 01/29/2026 | 1.56 M | $69.42 M | -11.34% | 0.82% |
| INVESCO LTD. | 02/19/2026 | 1.38 M | $61.50 M | -2.84% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.36 M | $60.76 M | 14.30% | 0.71% |
| HSBC HOLDINGS PLC | 03/20/2026 | 1.36 M | $60.50 M | 10.87% | 0.71% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.21 M | $54.07 M | 48.25% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.08 M | $48.01 M | 93.45% | 0.56% |
| MARSHALL WACE, LLP | 02/13/2026 | 980.95 K | $43.68 M | 32.62% | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 887.40 K | $39.52 M | 41.80% | 0.46% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 868.88 K | $38.69 M | 2,119.76% | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 803.83 K | $35.79 M | -1.68% | 0.42% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 746.92 K | $33.26 M | -17.23% | 0.39% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2026 | 715.63 K | $31.87 M | 100.00% | 0.38% |
| INTERVAL PARTNERS, LP | 02/17/2026 | 616.49 K | $27.45 M | 116.81% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 597.20 K | $26.59 M | 1.65% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 585.11 K | $26.05 M | -11.09% | 0.31% |
| ALGEBRIS (UK) LTD | 02/10/2026 | 583.78 K | $26.01 M | -46.58% | 0.31% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 01/29/2026 | 573.71 K | $25.55 M | 0.80% | 0.30% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 557.40 K | $24.82 M | 8.24% | 0.29% |
| 02/05/2026 | 539.28 K | $24.01 M | 100.00% | 0.28% | |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 533.82 K | $23.93 M | 1,532.34% | 0.28% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 530.69 K | $23.63 M | 2,490.26% | 0.28% |
| CSM ADVISORS, LLC | 02/11/2026 | 528.85 K | $23.55 M | 58.22% | 0.28% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 524.64 K | $23.61 M | 157.27% | 0.27% |
| LPL FINANCIAL LLC | 02/11/2026 | 521.13 K | $23.21 M | 4.70% | 0.27% |
| JAIN GLOBAL LLC | 02/17/2026 | 518.00 K | $23.07 M | 100.00% | 0.27% |
| MILLER VALUE PARTNERS, LLC | 02/17/2026 | 504.76 K | $22.48 M | -3.06% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 490.15 K | $21.83 M | -0.89% | 0.26% |
| EASTERLY INVESTMENT PARTNERS LLC | 02/10/2026 | 481.28 K | $21.43 M | -7.07% | 0.25% |
| SEI INVESTMENTS CO | 02/13/2026 | 477.28 K | $21.25 M | 8.44% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 476.33 K | $21.21 M | -4.06% | 0.25% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 452.30 K | $20.14 M | 0.12% | 0.24% |
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Lincoln National Corp. institutional Ownership - FAQ's
During the previous two years, 1036 institutional investors and hedge funds held shares of Lincoln National Corp.. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 2.28 M
Bank of New York Mellon Corp: 1.78 M
HSBC HOLDINGS PLC: 1.5 M
UBS Group AG: 1.45 M
Advisors Capital Management, LLC: 585,165
Allspring Global Investments Holdings, LLC: 542,220
82.66% of Lincoln National Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 206.54 M shares in the last 24 months. This purchase volume represents approximately $7.02 B in transactions.