LINCOLN NATIONAL CORP - Common Stock (LNC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
LNC on NYSE
Shares outstanding
190,001,569
Price per share
$40.91
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
156,412,169
Total reported value
$6,964,141,826
% of total 13F portfolios
0.01%
Share change
+4,457,855
Value change
+$204,092,893
Number of holders
608
Price from insider filings
$40.91
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of LINCOLN NATIONAL CORP - Common Stock (LNC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% $879,073,988 19,741,163 The Vanguard Group 31 Dec 2025
Bain Capital Prairie, LLC 9.9% $625,629,225 18,759,497 Bain Capital Prairie, LLC 05 Jun 2025

As of 31 Dec 2025, 608 institutional investors reported holding 156,412,169 shares of LINCOLN NATIONAL CORP - Common Stock (LNC). This represents 82% of the company’s total 190,001,569 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LINCOLN NATIONAL CORP - Common Stock (LNC) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 19,741,163 -0.82% 0.01% $879,073,987
Bain Capital Prairie, LLC 9.9% 18,759,497 0% 100% $835,360,401
BlackRock, Inc. 9.8% 18,552,669 +0.68% 0.01% $826,150,370
DIMENSIONAL FUND ADVISORS LP 3.3% 6,233,327 +8.8% 0.06% $277,574,174
STATE STREET CORP 3.1% 5,895,772 -1.4% 0.01% $262,538,727
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3.1% 5,887,841 -1.1% 0.08% $262,185,561
PRICE T ROWE ASSOCIATES INC /MD/ 2.7% 5,208,356 +0.08% 0.03% $231,929,000
FIRST TRUST ADVISORS LP 2.5% 4,784,370 -2% 0.15% $213,047,999
MORGAN STANLEY 2.1% 4,062,903 -4.1% 0.01% $180,921,147
JENNISON ASSOCIATES LLC 1.9% 3,681,158 +59% 0.1% $163,921,966
GEODE CAPITAL MANAGEMENT, LLC 1.6% 2,959,195 +0.5% 0.01% $131,800,952
LSV ASSET MANAGEMENT 1.4% 2,572,936 -1.6% 0.25% $114,573,000
PRINCIPAL FINANCIAL GROUP INC 1.2% 2,312,254 -0.87% 0.05% $102,964,670
NORGES BANK 1.2% 2,270,699 0.01% $101,114,226
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 2,077,984 +0.52% 0.01% $92,532,628
Balyasny Asset Management L.P. 1% 1,943,422 +90% 0.16% $86,540,582
NORTHERN TRUST CORP 1% 1,943,202 -3.9% 0.01% $86,530,786
Bank of New York Mellon Corp 0.95% 1,797,919 -5.5% 0.01% $80,061,321
GOLDMAN SACHS GROUP INC 0.89% 1,698,818 +7.8% 0.01% $75,648,391
UBS Group AG 0.82% 1,558,881 -11% 0.01% $69,416,970
Invesco Ltd. 0.73% 1,381,058 -2.8% 0.01% $61,498,512
BANK OF AMERICA CORP /DE/ 0.72% 1,364,442 +14% 0% $60,758,599
AQR CAPITAL MANAGEMENT LLC 0.64% 1,214,186 +48% 0.03% $54,067,676
MILLENNIUM MANAGEMENT LLC 0.57% 1,078,128 +93% 0.03% $48,009,040
MARSHALL WACE, LLP 0.52% 980,953 +33% 0.04% $43,681,835

Institutional Holders of LINCOLN NATIONAL CORP - Common Stock (LNC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 156,412,169 $6,964,141,826 +$204,092,893 $44.53 608
2025 Q3 134,236,890 $5,413,416,774 +$127,227,899 $40.33 600
2025 Q2 132,724,761 $4,593,068,261 +$190,906,837 $34.60 560
2025 Q1 126,353,602 $4,531,817,685 +$25,526,340 $35.91 562
2024 Q4 126,092,717 $3,998,100,385 -$3,879,835 $31.71 551
2024 Q3 125,577,343 $3,954,605,866 -$56,289,185 $31.51 526
2024 Q2 126,358,990 $3,928,978,087 +$108,229,171 $31.10 532
2024 Q1 123,200,510 $3,929,256,106 +$17,732,530 $31.93 496
2023 Q4 123,679,214 $3,333,347,460 -$57,114,715 $26.97 500
2023 Q3 125,738,855 $3,103,566,460 +$40,736,385 $24.69 471
2023 Q2 123,675,003 $3,177,239,038 -$142,657,881 $25.76 489
2023 Q1 129,731,094 $2,907,692,169 -$128,624,499 $22.47 483
2022 Q4 134,162,418 $4,123,038,450 +$36,921,580 $30.72 564
2022 Q3 134,083,900 $5,900,746,606 +$160,912,442 $43.91 599
2022 Q2 129,958,322 $6,070,517,974 +$113,785,453 $46.77 611
2022 Q1 129,003,630 $8,413,802,695 -$307,382,821 $65.36 636
2021 Q4 133,640,078 $9,109,937,826 -$568,978,596 $68.26 659
2021 Q3 141,539,185 $9,707,207,067 -$203,361,995 $68.75 625
2021 Q2 145,032,848 $9,078,831,841 -$119,534,156 $62.84 611
2021 Q1 146,916,078 $9,115,116,130 -$168,044,169 $62.27 616
2020 Q4 150,907,812 $7,567,245,291 +$35,026,540 $50.31 611
2020 Q3 150,740,026 $4,709,773,752 -$59,343,716 $31.33 522
2020 Q2 152,444,589 $5,589,125,324 -$35,296,946 $36.79 546
2020 Q1 154,017,835 $4,054,101,070 -$408,078,895 $26.32 498
2019 Q4 160,148,900 $9,447,330,924 -$20,060,468 $59.01 613
2019 Q3 161,141,605 $9,719,574,822 -$259,670,091 $60.32 619
2019 Q2 165,307,643 $10,639,062,859 +$117,649,811 $64.45 658
2019 Q1 166,403,164 $9,770,255,816 -$290,619,626 $58.70 645
2018 Q4 170,876,930 $8,768,758,741 -$355,315,391 $51.31 621
2018 Q3 175,483,390 $11,871,530,459 -$210,095,141 $67.66 649
2018 Q2 178,773,824 $11,130,410,440 -$120,263,238 $62.25 661
2018 Q1 179,873,514 $13,141,376,560 +$48,876,623 $73.06 679
2017 Q4 180,108,901 $13,848,550,175 -$150,656,566 $76.87 674
2017 Q3 181,411,489 $13,330,336,572 -$71,999,776 $73.48 636
2017 Q2 182,447,885 $12,329,593,990 -$114,742,502 $67.58 644
2017 Q1 185,143,348 $12,117,514,412 +$1,031,274,302 $65.45 632
2016 Q4 186,469,299 $12,351,578,891 +$97,348,633 $66.27 622
2016 Q3 183,978,140 $8,626,177,685 -$104,338,279 $46.98 558
2016 Q2 186,488,901 $7,231,357,949 -$280,228,270 $38.77 552
2016 Q1 193,435,123 $7,582,793,934 -$123,551,461 $39.20 547
2015 Q4 195,756,751 $9,838,526,532 -$201,069,360 $50.26 568
2015 Q3 199,896,208 $9,487,661,986 -$283,088,169 $47.46 561
2015 Q2 205,844,444 $12,187,719,475 -$251,497,575 $59.22 580
2015 Q1 210,245,362 $12,073,193,675 -$189,516,714 $57.46 584
2014 Q4 213,623,985 $12,311,823,499 +$9,112,451 $57.67 577
2014 Q3 215,301,014 $11,535,627,372 -$425,277,763 $53.58 552
2014 Q2 222,742,573 $11,458,059,190 -$60,585,692 $51.44 540
2014 Q1 225,681,550 $11,431,011,241 -$124,919,390 $50.67 536