Lincoln National Corporation (LNC) Ownership

32.95 ↑0.47 (1.45%)

As of July 26, 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 21.9 million shares. Combined, the top 40 institutional holders of LNC own 75.17% of the company with a total of 127.7 million shares.

In the latest ownership report on March 31st 2024, the top 40 institutional holders decreased their combined ownership of LNC by 527 thousand shares. 10 institutions bought 5,000,179 total additional shares and increased their ownership by an average of 40.68%. However 9 institutions sold 5,527,013 total shares and decreased their ownership by an average of 15.31%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Lincoln National Corporation decreased by a net total of -526,834 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	12.854%	0.766%	21,854,837	166,167	2024-03-31
BlackRock Inc	9.764%	1.626%	16,600,568	265,571	2024-03-31
State Street Corporation	3.765%	-0.040%	6,400,664	-2,536	2024-03-31
Morgan Stanley - Brokerage Accounts	2.584%	3.404%	4,392,781	144,589	2024-03-31
HSBC Holdings PLC	2.121%	-15.270%	3,606,965	-650,030	2024-03-31
Geode Capital Management, LLC	1.975%	7.443%	3,358,377	232,657	2024-03-31
Northern Trust Corp	1.625%	-5.675%	2,762,926	-166,229	2024-03-31
LSV Asset Management	1.562%	-3.685%	2,655,676	-101,600	2024-03-31
Dimensional Fund Advisors, Inc.	1.459%	16.562%	2,479,912	352,362	2024-03-31
Bank of New York Mellon Corp	1.305%	-8.444%	2,218,490	-204,608	2024-03-31
Charles Schwab Investment Management Inc	1.261%	3.651%	2,143,936	75,514	2024-03-31
Goldman Sachs Group Inc	1.251%	-58.617%	2,127,728	-3,013,824	2024-03-31
Balyasny Asset Management LLC	1.181%	0.000%	2,007,092	2,007,092	2024-03-31
Principal Financial Group Inc	1.140%	10.362%	1,938,428	182,001	2024-03-31
Amvescap Plc.	1.023%	-43.644%	1,738,518	-1,346,389	2024-03-31
Algebris Investment Management (UK) LLP	1.013%	344.787%	1,721,718	1,334,630	2024-03-31
Marshall Wace Asset Management Ltd	0.990%	-0.225%	1,683,549	-3,797	2024-03-31
Two Sigma Advisers, LLC	0.982%	-2.225%	1,670,200	-38,000	2024-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.917%	18.155%	1,559,345	239,596	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.854%	0.766%	21,854,837	166,167	2024-03-31
BlackRock Inc	9.764%	1.626%	16,600,568	265,571	2024-03-31
State Street Corporation	3.765%	-0.040%	6,400,664	-2,536	2024-03-31
Morgan Stanley - Brokerage Accounts	2.584%	3.404%	4,392,781	144,589	2024-03-31
Dodge & Cox	2.521%	-1.354%	4,276,511	-58,700	2023-09-30
HSBC Holdings PLC	2.121%	-15.270%	3,606,965	-650,030	2024-03-31
Lyrical Asset Management LP	1.997%	-4.838%	3,384,867	-172,100	2022-12-31
Geode Capital Management, LLC	1.975%	7.443%	3,358,377	232,657	2024-03-31
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
FMR Inc	1.785%	-25.053%	3,020,950	-1,009,836	2022-09-30
APG Asset Management	1.648%	-19.791%	2,795,043	-689,665	2022-12-31
Northern Trust Corp	1.625%	-5.675%	2,762,926	-166,229	2024-03-31
LSV Asset Management	1.562%	-3.685%	2,655,676	-101,600	2024-03-31
Dimensional Fund Advisors, Inc.	1.459%	16.562%	2,479,912	352,362	2024-03-31
JPMorgan Chase & Co	1.326%	-8.345%	2,248,671	-204,723	2022-12-31
Bank of New York Mellon Corp	1.305%	-8.444%	2,218,490	-204,608	2024-03-31
Barclays PLC	1.286%	82.811%	2,180,687	987,824	2023-03-31
Charles Schwab Investment Management Inc	1.261%	3.651%	2,143,936	75,514	2024-03-31
Goldman Sachs Group Inc	1.251%	-58.617%	2,127,728	-3,013,824	2024-03-31
Amundi	1.231%	22.843%	2,082,258	387,198	2022-09-30
Balyasny Asset Management LLC	1.181%	0.000%	2,007,092	2,007,092	2024-03-31
NORGES BANK	1.178%	-1.838%	2,003,202	-37,513	2023-12-31
Principal Financial Group Inc	1.140%	10.362%	1,938,428	182,001	2024-03-31
Amvescap Plc.	1.023%	-43.644%	1,738,518	-1,346,389	2024-03-31
Algebris Investment Management (UK) LLP	1.013%	344.787%	1,721,718	1,334,630	2024-03-31
Two Sigma Investments LLC	1.005%	81.533%	1,707,837	767,051	2023-12-31
Marshall Wace Asset Management Ltd	0.990%	-0.225%	1,683,549	-3,797	2024-03-31
Two Sigma Advisers, LLC	0.982%	-2.225%	1,670,200	-38,000	2024-03-31
Citadel Advisors Llc	0.956%	10.308%	1,621,307	151,503	2023-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.917%	18.155%	1,559,345	239,596	2024-03-31
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	0.790%	56.743%	1,343,015	486,186	2023-12-31
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
Bank of America Corp	0.694%	-8.489%	1,179,975	-109,455	2023-12-31
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 million shares. Combined, the top 51 mutual fund holders of LNC own 55.37% of the company with a total of 94 million shares.

In the latest ownership report on June 30th 2024, the top 51 fund holders increased their combined ownership of LNC by 27 thousand shares. 1 funds bought 35,400 total additional shares and increased their ownership by an average of 3.45%. However 1 funds sold 7,924 total shares and decreased their ownership by an average of 0.75%.

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 27,476 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State St Russell Sm/Mid Cp® Indx NL Cl C	0.625%	3.447%	1,062,500	35,400	2024-06-30
SPDR® S&P 600 Small Cap Value ETF	0.618%	-0.749%	1,050,208	-7,924	2024-06-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.473%	0.000%	11,005,211	0	2024-06-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.107%	13.367%	5,270,522	621,433	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.098%	0.144%	5,266,963	7,590	2024-05-31
Vanguard Small Cap Index	2.547%	0.237%	4,331,218	10,241	2024-05-31
Vanguard 500 Index Investor	2.191%	0.488%	3,715,999	18,028	2023-08-31
Vanguard Institutional 500 Index Trust	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	1.703%	-0.044%	2,895,555	-1,265	2024-05-31
Dodge & Cox Stock I	1.640%	17,293.300%	2,782,926	2,766,926	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.503%	0.878%	2,555,484	22,249	2024-05-31
Fidelity® Low-Priced Stock	1.108%	-1.350%	1,875,049	-25,650	2022-10-31
iShares S&P Small-Cap 600 Value ETF	1.098%	0.000%	1,867,454	0	2024-06-28
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
MFS Mid Cap Value A	0.989%	0.000%	1,682,065	1,682,065	2024-05-31
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	0.883%	-0.143%	1,500,756	-2,149	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.857%	-0.041%	1,457,263	-592	2024-06-28
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	0.766%	0.000%	1,301,792	0	2024-05-31
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
Financial Select Sector SPDR® ETF	0.638%	-0.015%	1,082,371	-166	2023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.625%	3.447%	1,062,500	35,400	2024-06-30
BlackRock Systematic Multi-Strat Instl	0.622%	-1.502%	1,054,346	-16,079	2023-06-30
SPDR® S&P 600 Small Cap Value ETF	0.618%	-0.749%	1,050,208	-7,924	2024-06-30
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
Vanguard Equity-Income Inv	0.603%	-4.466%	1,025,919	-47,958	2024-03-31
Vanguard Dividend Appreciation ETF	0.590%	-0.150%	999,902	-1,500	2023-02-28
Fidelity Extended Market Index	0.567%	1.355%	963,411	12,877	2024-05-31
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™	0.469%	0.043%	797,006	342	2024-06-29
State St S&P 500® Indx SL Cl III	0.433%	0.465%	734,758	3,400	2023-08-31
Vanguard Strategic Equity Inv	0.430%	42.592%	730,881	218,311	2024-03-31
Principal SmallCap S&P 600 Idx SP	0.404%	0.000%	687,235	0	2024-05-31
Vanguard High Dividend Yield ETF	0.401%	0.044%	681,945	300	2024-05-31
DFA US Small Cap I	0.385%	3.692%	653,857	23,281	2024-05-31
JNL/Goldman Sachs 4 A	0.382%	-23.233%	649,799	-196,657	2023-12-31
Vanguard S&P Small-Cap 600 ETF	0.381%	-0.769%	647,552	-5,021	2024-05-31
SPDR® S&P Insurance ETF	0.360%	4.835%	611,645	28,210	2024-05-31
Invesco S&P SmallCap 600 Revenue ETF	0.354%	0.000%	600,965	0	2024-05-30
Invesco S&P 500® Pure Value ETF	0.343%	0.000%	582,027	0	2023-08-31
WisdomTree US MidCap Dividend ETF	0.327%	0.000%	554,731	0	2024-03-28