Lincoln National Corporation (LNC) Ownership

27.95 ↓0.70 (-2.44%)

As of April 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Lincoln National Corporation (LNC), owning a total of 21.7 million shares. Combined, the top 38 institutional holders of LNC own 75.42% of the company with a total of 127.9 million shares.

In the latest ownership report on December 31st 2023, the top 38 institutional holders increased their combined ownership of LNC by 7.5 million shares. 12 institutions bought 8,973,497 total additional shares and increased their ownership by an average of 59.75%. However 7 institutions sold 1,451,613 total shares and decreased their ownership by an average of 4.2%.

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 7,521,884 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.783%	5.316%	21,688,670	1,094,789	2023-12-31
BlackRock Inc	9.628%	-0.920%	16,334,997	-151,722	2023-12-31
State Street Corporation	3.774%	6.058%	6,403,200	365,748	2023-12-31
Goldman Sachs Group Inc	3.030%	67.038%	5,141,552	2,063,474	2023-12-31
HSBC Holdings PLC	2.509%	-0.525%	4,256,995	-22,467	2023-12-31
Morgan Stanley - Brokerage Accounts	2.504%	-20.048%	4,248,192	-1,065,228	2023-12-31
Geode Capital Management, LLC	1.842%	27.877%	3,125,720	681,394	2023-12-31
Amvescap Plc.	1.818%	6.591%	3,084,907	190,744	2023-12-31
Northern Trust Corp	1.726%	-2.081%	2,929,155	-62,256	2023-12-31
LSV Asset Management	1.625%	-3.840%	2,757,276	-110,100	2023-12-31
Bank of New York Mellon Corp	1.428%	64.952%	2,423,098	954,127	2023-12-31
Dimensional Fund Advisors, Inc.	1.254%	8.477%	2,127,550	166,256	2023-12-31
Charles Schwab Investment Management Inc	1.219%	5.497%	2,068,422	107,769	2023-12-31
NORGES BANK	1.181%	-1.838%	2,003,202	-37,513	2023-12-31
Principal Financial Group Inc	1.035%	-0.132%	1,756,427	-2,327	2023-12-31
Two Sigma Advisers, LLC	1.007%	97.092%	1,708,200	841,500	2023-12-31
Two Sigma Investments LLC	1.007%	81.533%	1,707,837	767,051	2023-12-31
Marshall Wace Asset Management Ltd	0.995%	289.789%	1,687,346	1,254,459	2023-12-31
AQR Capital Management LLC	0.792%	56.743%	1,343,015	486,186	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.783%	5.316%	21,688,670	1,094,789	2023-12-31
BlackRock Inc	9.628%	-0.920%	16,334,997	-151,722	2023-12-31
State Street Corporation	3.774%	6.058%	6,403,200	365,748	2023-12-31
Goldman Sachs Group Inc	3.030%	67.038%	5,141,552	2,063,474	2023-12-31
Dodge & Cox	2.521%	-1.354%	4,276,511	-58,700	2023-09-30
HSBC Holdings PLC	2.509%	-0.525%	4,256,995	-22,467	2023-12-31
Morgan Stanley - Brokerage Accounts	2.504%	-20.048%	4,248,192	-1,065,228	2023-12-31
Lyrical Asset Management LP	1.997%	-4.838%	3,384,867	-172,100	2022-12-31
Millennium Management LLC	1.901%	-27.044%	3,225,318	-1,195,602	2023-03-31
Apg All Pensions Group	1.901%	-5.242%	3,224,836	-178,405	2023-09-30
Jacobs Levy Equity Management, Inc.	1.861%	53.361%	3,157,195	1,098,532	2023-09-30
Geode Capital Management, LLC	1.842%	27.877%	3,125,720	681,394	2023-12-31
Amvescap Plc.	1.818%	6.591%	3,084,907	190,744	2023-12-31
FMR Inc	1.785%	-25.053%	3,020,950	-1,009,836	2022-09-30
Northern Trust Corp	1.726%	-2.081%	2,929,155	-62,256	2023-12-31
APG Asset Management	1.648%	-19.791%	2,795,043	-689,665	2022-12-31
LSV Asset Management	1.625%	-3.840%	2,757,276	-110,100	2023-12-31
Bank of New York Mellon Corp	1.428%	64.952%	2,423,098	954,127	2023-12-31
JPMorgan Chase & Co	1.326%	-8.345%	2,248,671	-204,723	2022-12-31
Barclays PLC	1.286%	82.811%	2,180,687	987,824	2023-03-31
Dimensional Fund Advisors, Inc.	1.254%	8.477%	2,127,550	166,256	2023-12-31
Amundi	1.231%	22.843%	2,082,258	387,198	2022-09-30
Charles Schwab Investment Management Inc	1.219%	5.497%	2,068,422	107,769	2023-12-31
NORGES BANK	1.181%	-1.838%	2,003,202	-37,513	2023-12-31
Principal Financial Group Inc	1.035%	-0.132%	1,756,427	-2,327	2023-12-31
Two Sigma Advisers, LLC	1.007%	97.092%	1,708,200	841,500	2023-12-31
Two Sigma Investments LLC	1.007%	81.533%	1,707,837	767,051	2023-12-31
Marshall Wace Asset Management Ltd	0.995%	289.789%	1,687,346	1,254,459	2023-12-31
Citadel Advisors Llc	0.956%	10.308%	1,621,307	151,503	2023-03-31
Squarepoint Ops LLC	0.833%	186.394%	1,413,124	919,705	2023-03-31
Moore Capital Management, LP	0.806%	0.000%	1,366,580	1,366,580	2023-06-30
AQR Capital Management LLC	0.792%	56.743%	1,343,015	486,186	2023-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.778%	-3.542%	1,319,749	-48,467	2023-09-30
Bank of America Corp	0.760%	-4.490%	1,289,430	-60,611	2023-09-30
Ameriprise Financial Inc	0.709%	-73.208%	1,201,889	-3,284,116	2023-03-31
D. E. Shaw & Co LP	0.698%	-27.677%	1,184,338	-453,230	2023-09-30
Legal & General Group PLC	0.682%	1.492%	1,154,708	16,972	2022-06-30
ALPS Advisors Inc	0.592%	5.661%	1,003,378	53,757	2023-06-30

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 11.4 million shares. Combined, the top 47 mutual fund holders of LNC own 53.28% of the company with a total of 90.4 million shares.

In the latest ownership report on March 31st 2024, the top 47 fund holders increased their combined ownership of LNC by 1.6 million shares. 2 funds bought 1,671,200 total additional shares and increased their ownership by an average of 0.06%. However 2 funds sold 22,718 total shares and decreased their ownership by an average of 1.4%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Lincoln National Corporation increased by a net total of 1,648,482 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
HGK Fixed Income Pension Co	0.982%	0.000%	1,670,000	1,670,000	2024-03-31
SPDR® S&P 600 Small Cap Value ETF	0.680%	-1.102%	1,155,518	-12,878	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.596%	0.119%	1,012,400	1,200	2024-03-31
SPDR® S&P Insurance ETF	0.335%	-1.697%	569,983	-9,840	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.730%	0.000%	11,442,518	0	2024-03-28
Vanguard Total Stock Mkt Idx Inv	3.120%	-0.232%	5,305,014	-12,343	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.107%	13.367%	5,270,522	621,433	2023-03-31
Vanguard Small Cap Index	2.572%	0.936%	4,373,163	40,548	2024-02-29
Vanguard Institutional 500 Index Trust	2.191%	0.488%	3,715,999	18,028	2023-08-31
Vanguard 500 Index Investor	2.191%	0.488%	3,715,999	18,028	2023-08-31
Invesco S&P 500® Equal Weight ETF	2.104%	-0.604%	3,568,779	-21,672	2023-08-31
SPDR® Portfolio S&P 500 High Div ETF	1.788%	0.086%	3,033,652	2,616	2023-08-31
Vanguard Small Cap Value Index Inv	1.753%	0.509%	2,979,788	15,076	2024-02-29
Dodge & Cox Stock I	1.640%	17,293.300%	2,782,926	2,766,926	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.472%	0.529%	2,501,907	13,163	2024-02-29
iShares S&P Small-Cap 600 Value ETF	1.230%	-0.776%	2,091,871	-16,362	2024-03-28
Fidelity® Low-Priced Stock	1.108%	-1.350%	1,875,049	-25,650	2022-10-31
Lyrical U.S. Value Equity - CS	1.091%	-3.452%	1,845,765	-65,997	2022-12-31
Vanguard Mid Cap Index Institutional	1.059%	0.165%	1,791,097	2,948	2022-11-30
Fidelity® 500 Index	1.042%	0.801%	1,767,659	14,048	2023-08-31
SPDR® S&P 500 ETF Trust	1.000%	0.644%	1,696,246	10,856	2023-08-31
HGK Fixed Income Pension Co	0.982%	0.000%	1,670,000	1,670,000	2024-03-31
JPM US Mid Cap Value-Composite	0.893%	-11.291%	1,511,655	-192,395	2022-12-31
JPMorgan Mid Cap Value L	0.893%	-11.291%	1,511,655	-192,395	2022-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.884%	0.103%	1,503,457	1,540	2024-03-28
iShares Core S&P 500 ETF	0.850%	-0.343%	1,441,752	-4,968	2023-08-31
Invesco High Yield Eq Div Achiev™ ETF	0.813%	0.000%	1,379,734	0	2024-02-29
Vanguard Tax-Managed Small Cap Adm	0.780%	0.000%	1,325,482	0	2024-02-29
Columbia Focused Mid Cap Value	0.746%	46.286%	1,264,195	400,000	2022-12-31
Columbia Select Mid Cap Value Instl	0.747%	0.000%	1,264,195	0	2022-12-31
SPDR® S&P 600 Small Cap Value ETF	0.680%	-1.102%	1,155,518	-12,878	2024-03-31
Financial Select Sector SPDR® ETF	0.638%	-0.015%	1,082,371	-166	2023-08-31
Vanguard Equity-Income Inv	0.632%	114.296%	1,073,877	572,759	2023-12-31
BlackRock Systematic Multi-Strat Instl	0.622%	-1.502%	1,054,346	-16,079	2023-06-30
Vanguard Institutional Index I	0.616%	-0.117%	1,045,645	-1,228	2023-08-31
Invesco S&P Ultra Dividend Revenue ETF	0.614%	0.155%	1,041,374	1,611	2023-07-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.596%	0.119%	1,012,400	1,200	2024-03-31
Vanguard Dividend Appreciation ETF	0.590%	-0.150%	999,902	-1,500	2023-02-28
Fidelity Extended Market Index	0.564%	1.113%	958,316	10,552	2024-02-29
Fidelity® Extended Market Index	0.542%	-1.654%	919,745	-15,468	2023-11-30
ALPS Sector Dividend Dogs ETF	0.507%	0.455%	860,721	3,900	2023-11-30
Schwab US Small-Cap ETF™	0.468%	0.000%	794,900	0	2024-03-29
Vanguard High Dividend Yield ETF	0.442%	-0.208%	750,744	-1,564	2024-02-29
State St S&P 500® Indx SL Cl III	0.433%	0.465%	734,758	3,400	2023-08-31
Principal SmallCap S&P 600 Idx SP	0.409%	1.349%	695,800	9,261	2024-02-29
Vanguard S&P Small-Cap 600 ETF	0.402%	-1.084%	683,870	-7,494	2024-02-29
JNL/Goldman Sachs 4 A	0.382%	-23.233%	649,799	-196,657	2023-12-31
Invesco S&P SmallCap 600 Revenue ETF	0.352%	0.000%	598,680	0	2024-03-28
Invesco S&P 500® Pure Value ETF	0.343%	0.000%	582,027	0	2023-08-31
SPDR® S&P Insurance ETF	0.335%	-1.697%	569,983	-9,840	2024-03-31
WisdomTree US MidCap Dividend ETF	0.327%	0.000%	554,731	0	2024-03-28