Lincoln National Corporation (LNC) Ownership

33.62 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Lincoln National Corporation (LNC), owning a total of 20.7 million shares. Combined, the top 42 institutional holders of LNC own 81.71% of the company with a total of 138.9 million shares.

In the latest ownership report on June 30th 2024, the top 42 institutional holders increased their combined ownership of LNC by 2.1 million shares. 9 institutions bought 10,372,472 total additional shares and increased their ownership by an average of 233.31%. However 12 institutions sold 8,293,421 total shares and decreased their ownership by an average of 11.16%.

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 2,079,051 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.168%-5.239%20,709,958-1,144,8792024-06-30
BlackRock Inc9.558%-2.003%16,268,030-332,5382024-06-30
State Street Corp3.612%-3.947%6,148,038-252,6262024-06-30
Massachusetts Financial Services Company2.686%0.000%4,570,6784,570,6782024-06-30
Morgan Stanley - Brokerage Accounts2.296%-55.513%3,908,465-4,877,0972024-06-30
Geode Capital Management, LLC1.892%-4.095%3,220,865-137,5122024-06-30
Principal Financial Group Inc1.813%59.218%3,086,3241,147,8962024-06-30
Citadel Advisors Llc1.761%1,930.960%2,996,5952,849,0492024-06-30
Dimensional Fund Advisors, Inc.1.662%14.057%2,828,513348,6012024-06-30
Northern Trust Corp1.626%0.163%2,767,4234,4972024-06-30
HSBC Holdings PLC1.624%-23.390%2,763,308-843,6572024-06-30
LSV Asset Management1.520%-2.560%2,587,686-67,9902024-06-30
Bank of New York Mellon Corp1.322%1.408%2,249,72531,2352024-06-30
AQR Capital Management LLC1.264%49.478%2,150,863711,9512024-06-30
Two Sigma Advisers, LLC1.262%28.560%2,147,200477,0002024-06-30
Charles Schwab Investment Management Inc1.252%-0.576%2,131,579-12,3572024-06-30
Goldman Sachs Group Inc1.231%-1.543%2,094,893-32,8352024-06-30
NORGES BANK1.104%-6.192%1,879,160-124,0422024-06-30
Two Sigma Investments LLC0.989%15.959%1,682,560231,5652024-06-30
Amvescap Plc.0.921%-9.803%1,568,098-170,4202024-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.741%-19.077%1,261,877-297,4682024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.168%-5.239%20,709,958-1,144,8792024-06-30
BlackRock Inc9.558%-2.003%16,268,030-332,5382024-06-30
State Street Corporation3.761%-0.040%6,400,664-2,5362024-03-31
State Street Corp3.612%-3.947%6,148,038-252,6262024-06-30
Massachusetts Financial Services Company2.686%0.000%4,570,6784,570,6782024-06-30
Dodge & Cox2.521%-1.354%4,276,511-58,7002023-09-30
Morgan Stanley - Brokerage Accounts2.296%-55.513%3,908,465-4,877,0972024-06-30
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
Geode Capital Management, LLC1.892%-4.095%3,220,865-137,5122024-06-30
Jacobs Levy Equity Management, Inc.1.861%53.361%3,157,1951,098,5322023-09-30
Principal Financial Group Inc1.813%59.218%3,086,3241,147,8962024-06-30
FMR Inc1.785%-25.053%3,020,950-1,009,8362022-09-30
Citadel Advisors Llc1.761%1,930.960%2,996,5952,849,0492024-06-30
Dimensional Fund Advisors, Inc.1.662%14.057%2,828,513348,6012024-06-30
APG Asset Management1.648%-19.791%2,795,043-689,6652022-12-31
Northern Trust Corp1.626%0.163%2,767,4234,4972024-06-30
HSBC Holdings PLC1.624%-23.390%2,763,308-843,6572024-06-30
LSV Asset Management1.520%-2.560%2,587,686-67,9902024-06-30
Bank of New York Mellon Corp1.322%1.408%2,249,72531,2352024-06-30
JPMorgan Chase & Co1.326%-8.345%2,248,671-204,7232022-12-31
Barclays PLC1.286%82.811%2,180,687987,8242023-03-31
AQR Capital Management LLC1.264%49.478%2,150,863711,9512024-06-30
Two Sigma Advisers, LLC1.262%28.560%2,147,200477,0002024-06-30
Charles Schwab Investment Management Inc1.252%-0.576%2,131,579-12,3572024-06-30
Goldman Sachs Group Inc1.231%-1.543%2,094,893-32,8352024-06-30
Amundi1.231%22.843%2,082,258387,1982022-09-30
Balyasny Asset Management LLC1.179%0.000%2,007,0922,007,0922024-03-31
NORGES BANK1.104%-6.192%1,879,160-124,0422024-06-30
Algebris Investment Management (UK) LLP1.012%344.787%1,721,7181,334,6302024-03-31
Marshall Wace Asset Management Ltd0.989%-0.225%1,683,549-3,7972024-03-31
Two Sigma Investments LLC0.989%15.959%1,682,560231,5652024-06-30
Amvescap Plc.0.921%-9.803%1,568,098-170,4202024-06-30
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, LLC0.741%-19.077%1,261,877-297,4682024-06-30
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
Bank of America Corp0.694%-8.489%1,179,975-109,4552023-12-31
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 10.8 million shares. Combined, the top 54 mutual fund holders of LNC own 58.29% of the company with a total of 99 million shares.

In the latest ownership report on September 30th 2024, the top 54 fund holders increased their combined ownership of LNC by 66 thousand shares. 2 funds bought 2,641 total additional shares and increased their ownership by an average of 0.13%. However 2 funds sold 68,146 total shares and decreased their ownership by an average of 0.76%.

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 -65,505 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.333%-0.449%10,779,270-48,6412024-09-30
iShares S&P Small-Cap 600 Value ETF1.050%-1.080%1,787,118-19,5052024-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF0.867%0.117%1,475,0471,7162024-09-30
SPDR® S&P 600 Small Cap Value ETF0.585%0.000%994,86302024-09-30
Invesco S&P SmallCap 600 Revenue ETF0.394%0.138%670,1139252024-09-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.333%-0.449%10,779,270-48,6412024-09-30
Vanguard Total Stock Mkt Idx Inv3.194%0.222%5,435,91412,0332024-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.107%13.367%5,270,522621,4332023-03-31
Vanguard Small Cap Index2.527%0.239%4,300,31710,2672024-08-31
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 Inv1.696%-0.009%2,885,626-2592024-08-31
MFS Mid Cap Value Equity1.651%0.000%2,810,3482,810,3482024-06-30
MFS Mid Cap Value A1.651%0.000%2,810,34802024-08-31
Dodge & Cox Stock I1.640%17,293.300%2,782,9262,766,9262023-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.521%0.466%2,588,06212,0012024-08-31
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
iShares S&P Small-Cap 600 Value ETF1.050%-1.080%1,787,118-19,5052024-09-30
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
HGK Fixed Income Pension Co0.981%0.000%1,670,0001,670,0002024-03-31
JPMorgan Mid Cap Value L0.893%-11.291%1,511,655-192,3952022-12-31
JPM US Mid Cap Value-Composite0.893%-11.291%1,511,655-192,3952022-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.883%-0.143%1,500,756-2,1492024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF0.867%0.117%1,475,0471,7162024-09-30
iShares Core S&P 500 ETF0.850%-0.343%1,441,752-4,9682023-08-31
Invesco High Yield Eq Div Achiev™ ETF0.813%0.000%1,379,73402024-02-29
Columbia Select Mid Cap Value Instl0.747%0.000%1,264,19502022-12-31
Columbia Focused Mid Cap Value0.746%46.286%1,264,195400,0002022-12-31
Vanguard Tax-Managed Small Cap Adm0.738%1.380%1,256,04217,0972024-08-31
Financial Select Sector SPDR® ETF0.638%-0.015%1,082,371-1662023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.633%0.928%1,076,5009,9002024-08-31
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
Fidelity Extended Market Index0.600%1.800%1,021,51718,0652024-08-31
Vanguard Dividend Appreciation ETF0.590%-0.150%999,902-1,5002023-02-28
SPDR® S&P 600 Small Cap Value ETF0.585%0.000%994,86302024-09-30
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
Schwab US Small-Cap ETF™0.479%0.000%815,18502024-09-28
Vanguard Equity-Income Inv0.438%-27.266%746,197-279,7222024-06-30
Principal SmallCap R50.433%23.216%737,200138,9002024-08-31
State St S&P 500® Indx SL Cl III0.433%0.465%734,7583,4002023-08-31
Vanguard Strategic Equity Inv0.430%42.592%730,881218,3112024-03-31
MFS New Discovery Value I0.423%7.607%719,56550,8692024-08-31
Vanguard High Dividend Yield ETF0.410%0.245%697,7341,7052024-08-31
Invesco S&P SmallCap 600 Revenue ETF0.394%0.138%670,1139252024-09-30
Principal SmallCap S&P 600 Idx SP0.386%0.000%657,01702024-08-31
DFA US Small Cap I0.384%0.000%653,85702024-07-31
JNL/Goldman Sachs 4 A0.382%-23.233%649,799-196,6572023-12-31
Vanguard S&P Small-Cap 600 ETF0.371%-2.556%631,000-16,5522024-06-30
SPDR® S&P Insurance ETF0.360%4.835%611,64528,2102024-05-31
Invesco S&P 500® Pure Value ETF0.343%0.000%582,02702023-08-31
WisdomTree US MidCap Dividend ETF0.327%0.000%554,73102024-03-28

Discussions

Please log in or register to share your thoughts.

glaglewd7/26/24 10:34pm

$LNC I like green candles on my birthday cake

0 Like Report
gangganggang4/24/24 02:13pm

$LNC id rather have a dip then rip than a gap and crap

0 Like Report
mezzymez211/11/23 12:21am

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

0 Like Report