Lincoln National Corporation (LNC) Ownership

27.35 ↑0.30 (1.11%)
As of February 23, 2024, 10:41am EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Lincoln National Corporation (LNC), owning a total of 20.6 million shares. Combined, the top 35 institutional holders of LNC own 70.09% of the company with a total of 118.9 million shares.

In the latest ownership report on September 30th 2023, the top 35 institutional holders increased their combined ownership of LNC by 1.8 million shares. 9 institutions bought 13,292,179 total additional shares and increased their ownership by an average of 264.59%. However 11 institutions sold 11,490,391 total shares and decreased their ownership by an average of 16.32%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Lincoln National Corporation increased by a net total of 1,801,788 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.138%-3.894%20,593,881-834,4242023-09-30
BlackRock Inc9.717%49.409%16,486,7195,452,0672023-09-30
State Street Corporation3.559%-33.982%6,037,452-3,107,7002023-09-30
Morgan Stanley - Brokerage Accounts3.132%12.395%5,313,420585,9772023-09-30
HSBC Holdings PLC2.522%2,107.900%4,279,4624,085,6372023-09-30
Dodge & Cox2.521%-1.354%4,276,511-58,7002023-09-30
Apg All Pensions Group1.901%-5.242%3,224,836-178,4052023-09-30
Jacobs Levy Equity Management, Inc.1.861%53.361%3,157,1951,098,5322023-09-30
Goldman Sachs Group Inc1.814%14.474%3,078,078389,1922023-09-30
Northern Trust Corp1.763%-3.843%2,991,411-119,5452023-09-30
Amvescap Plc.1.706%-66.067%2,894,163-5,634,7532023-09-30
LSV Asset Management1.690%-1.172%2,867,376-34,0002023-09-30
Geode Capital Management, LLC1.441%-28.211%2,444,326-960,5562023-09-30
Dimensional Fund Advisors, Inc.1.156%10.467%1,961,294185,8292023-09-30
Charles Schwab Investment Management Inc1.156%26.629%1,960,653412,3122023-09-30
Principal Financial Group Inc1.037%82.093%1,758,754792,9002023-09-30
Bank of New York Mellon Corp0.866%24.570%1,468,971289,7332023-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.778%-3.542%1,319,749-48,4672023-09-30
Bank of America Corp0.760%-4.490%1,289,430-60,6112023-09-30
D. E. Shaw & Co LP0.698%-27.677%1,184,338-453,2302023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.138%-3.894%20,593,881-834,4242023-09-30
BlackRock Inc9.717%49.409%16,486,7195,452,0672023-09-30
State Street Corporation3.559%-33.982%6,037,452-3,107,7002023-09-30
Morgan Stanley - Brokerage Accounts3.132%12.395%5,313,420585,9772023-09-30
HSBC Holdings PLC2.522%2,107.900%4,279,4624,085,6372023-09-30
Dodge & Cox2.521%-1.354%4,276,511-58,7002023-09-30
Lyrical Asset Management LP1.997%-4.838%3,384,867-172,1002022-12-31
Millennium Management LLC1.901%-27.044%3,225,318-1,195,6022023-03-31
Apg All Pensions Group1.901%-5.242%3,224,836-178,4052023-09-30
Jacobs Levy Equity Management, Inc.1.861%53.361%3,157,1951,098,5322023-09-30
Goldman Sachs Group Inc1.814%14.474%3,078,078389,1922023-09-30
FMR Inc1.785%-25.053%3,020,950-1,009,8362022-09-30
Northern Trust Corp1.763%-3.843%2,991,411-119,5452023-09-30
Amvescap Plc.1.706%-66.067%2,894,163-5,634,7532023-09-30
LSV Asset Management1.690%-1.172%2,867,376-34,0002023-09-30
APG Asset Management1.648%-19.791%2,795,043-689,6652022-12-31
Geode Capital Management, LLC1.441%-28.211%2,444,326-960,5562023-09-30
JPMorgan Chase & Co1.326%-8.345%2,248,671-204,7232022-12-31
Barclays PLC1.286%82.811%2,180,687987,8242023-03-31
Amundi1.231%22.843%2,082,258387,1982022-09-30
NORGES BANK1.204%8.298%2,040,715156,3702022-12-31
Dimensional Fund Advisors, Inc.1.156%10.467%1,961,294185,8292023-09-30
Charles Schwab Investment Management Inc1.156%26.629%1,960,653412,3122023-09-30
Principal Financial Group Inc1.037%82.093%1,758,754792,9002023-09-30
Citadel Advisors Llc0.956%10.308%1,621,307151,5032023-03-31
AQR Capital Management LLC0.920%-0.759%1,557,017-11,9022022-09-30
Bank of New York Mellon Corp0.866%24.570%1,468,971289,7332023-09-30
Squarepoint Ops LLC0.833%186.394%1,413,124919,7052023-03-31
Moore Capital Management, LP0.806%0.000%1,366,5801,366,5802023-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.778%-3.542%1,319,749-48,4672023-09-30
Bank of America Corp0.760%-4.490%1,289,430-60,6112023-09-30
Ameriprise Financial Inc0.709%-73.208%1,201,889-3,284,1162023-03-31
D. E. Shaw & Co LP0.698%-27.677%1,184,338-453,2302023-09-30
Legal & General Group PLC0.682%1.492%1,154,70816,9722022-06-30
ALPS Advisors Inc0.592%5.661%1,003,37853,7572023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Lincoln National Corporation (LNC), owning a total of 11.5 million shares. Combined, the top 45 mutual fund holders of LNC own 52.18% of the company with a total of 88.5 million shares.

In the latest ownership report on January 31st 2024, the top 45 fund holders increased their combined ownership of LNC by 5 thousand shares. 2 funds bought 7,185 total additional shares and increased their ownership by an average of 0.49%. However 2 funds sold 12,310 total shares and decreased their ownership by an average of 0.4%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Lincoln National Corporation decreased by a net total of -5,125 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares S&P Small-Cap 600 Value ETF1.257%-0.288%2,131,759-6,1602024-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.849%0.065%1,440,9449362024-01-31
Invesco High Yield Eq Div Achiev™ ETF0.837%0.000%1,419,68602024-01-31
SPDR® S&P 600 Small Cap Value ETF0.696%-0.518%1,180,128-6,1502024-01-31
Invesco S&P SmallCap 600 Revenue ETF0.477%0.000%809,86002024-01-31
Schwab US Small-Cap ETF™0.455%0.000%771,67802024-01-31
SPDR® S&P Insurance ETF0.405%0.918%686,8156,2492024-01-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.778%0.000%11,499,68802024-01-29
Vanguard Total Stock Mkt Idx Inv3.130%0.065%5,310,5353,4322023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.107%13.367%5,270,522621,4332023-03-31
Vanguard Small Cap Index2.547%-1.592%4,320,678-69,8862023-12-31
Vanguard 500 Index Investor2.191%0.488%3,715,99918,0282023-08-31
Vanguard Institutional 500 Index Trust2.191%0.488%3,715,99918,0282023-08-31
Invesco S&P 500® Equal Weight ETF2.104%-0.604%3,568,779-21,6722023-08-31
SPDR® Portfolio S&P 500 High Div ETF1.788%0.086%3,033,6522,6162023-08-31
Vanguard Small Cap Value Index Inv1.755%-2.492%2,977,094-76,0952023-12-31
Dodge & Cox Stock I1.640%17,293.300%2,782,9262,766,9262023-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.455%-1.012%2,469,146-25,2472023-12-31
iShares S&P Small-Cap 600 Value ETF1.257%-0.288%2,131,759-6,1602024-01-31
Fidelity® Low-Priced Stock1.108%-1.350%1,875,049-25,6502022-10-31
Lyrical U.S. Value Equity - CS1.091%-3.452%1,845,765-65,9972022-12-31
Vanguard Mid Cap Index Institutional1.059%0.165%1,791,0972,9482022-11-30
Fidelity® 500 Index1.042%0.801%1,767,65914,0482023-08-31
SPDR® S&P 500 ETF Trust1.000%0.644%1,696,24610,8562023-08-31
JPM US Mid Cap Value-Composite0.893%-11.291%1,511,655-192,3952022-12-31
JPMorgan Mid Cap Value L0.893%-11.291%1,511,655-192,3952022-12-31
iShares Core S&P 500 ETF0.850%-0.343%1,441,752-4,9682023-08-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.849%0.065%1,440,9449362024-01-31
Invesco High Yield Eq Div Achiev™ ETF0.837%0.000%1,419,68602024-01-31
Vanguard Tax-Managed Small Cap Adm0.781%11.615%1,325,482137,9292023-12-31
Columbia Focused Mid Cap Value0.746%46.286%1,264,195400,0002022-12-31
Columbia Select Mid Cap Value Instl0.747%0.000%1,264,19502022-12-31
SPDR® S&P 600 Small Cap Value ETF0.696%-0.518%1,180,128-6,1502024-01-31
Financial Select Sector SPDR® ETF0.638%-0.015%1,082,371-1662023-08-31
Vanguard Equity-Income Inv0.633%114.296%1,073,877572,7592023-12-31
BlackRock Systematic Multi-Strat Instl0.622%-1.502%1,054,346-16,0792023-06-30
Vanguard Institutional Index I0.616%-0.117%1,045,645-1,2282023-08-31
Invesco S&P Ultra Dividend Revenue ETF0.614%0.155%1,041,3741,6112023-07-31
Vanguard Dividend Appreciation ETF0.590%-0.150%999,902-1,5002023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.578%3.360%981,40031,9002023-12-31
Fidelity Extended Market Index0.554%2.112%939,16519,4202023-12-31
Fidelity® Extended Market Index0.542%-1.654%919,745-15,4682023-11-30
ALPS Sector Dividend Dogs ETF0.507%0.455%860,7213,9002023-11-30
Invesco S&P SmallCap 600 Revenue ETF0.477%0.000%809,86002024-01-31
Schwab US Small-Cap ETF™0.455%0.000%771,67802024-01-31
Vanguard High Dividend Yield ETF0.445%-0.782%754,948-5,9512023-12-31
State St S&P 500® Indx SL Cl III0.433%0.465%734,7583,4002023-08-31
SPDR® S&P Insurance ETF0.405%0.918%686,8156,2492024-01-31
Principal SmallCap S&P 600 Idx SP0.405%-2.281%686,539-16,0232023-12-31
Vanguard S&P Small-Cap 600 ETF0.405%0.170%686,3031,1622023-12-31
JNL/Goldman Sachs 4 A0.383%-23.233%649,799-196,6572023-12-31
Invesco S&P 500® Pure Value ETF0.343%0.000%582,02702023-08-31

Discussions

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mezzymez2

$LNC buy and hodl friends. we may be early
but we are not wrong. very soon.

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