Lincoln National Ownership 2024 | Who Owns Lincoln National Now?
Institutional Ownership
72.91%
Insider Ownership
0.31%
Retail Ownership
26.79%
Institutional Holders
521.00
Lincoln National Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.18% | 0.01% | 20,709,958 | -1,144,879 | -5.24% | 644,079,694 | Jun 30, 2024 |
| BLACKROCK INC. | 9.57% | 0.01% | 16,268,030 | -332,538 | -2.00% | 505,935,739 | Jun 30, 2024 |
| STATE STREET CORP | 3.62% | 0.01% | 6,148,038 | -252,626 | -3.95% | 191,203,982,000 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.69% | 0.04% | 4,570,678 | 4,570,678 | 100.00% | 142,148,086 | Jun 30, 2024 |
| MORGAN STANLEY | 2.30% | 0.01% | 3,908,465 | -484,316 | -11.03% | 121,553,325 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.89% | 0.01% | 3,220,865 | -137,512 | -4.09% | 100,192,194 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.81% | 0.06% | 3,086,324 | 1,147,896 | 59.22% | 95,984,731,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.66% | 0.02% | 2,828,513 | 348,601 | 14.06% | 87,970,137 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.63% | 0.01% | 2,767,423 | 4,497 | 0.16% | 86,066,854,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 1.63% | 0.05% | 2,763,308 | -843,657 | -23.39% | 86,186,625 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.52% | 0.18% | 2,587,686 | -67,990 | -2.56% | 80,477,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.32% | 0.01% | 2,249,725 | 31,235 | 1.41% | 69,966,458 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.26% | 0.10% | 2,150,863 | 711,951 | 49.48% | 66,891,855 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.25% | 0.01% | 2,131,579 | -12,357 | -0.58% | 66,292,107 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.23% | 0.01% | 2,094,893 | -32,835 | -1.54% | 65,151,155 | Jun 30, 2024 |
| NORGES BANK | 1.11% | 0.01% | 1,879,160 | 1,879,160 | 100.00% | 58,441,876 | Jun 30, 2024 |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 1.04% | 0.80% | 1,770,000 | - | - | 55,047,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.99% | 0.12% | 1,682,560 | 231,565 | 15.96% | 52,327,616 | Jun 30, 2024 |
| INVESCO LTD. | 0.92% | 0.01% | 1,568,098 | -170,420 | -9.80% | 48,767,850 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.74% | 0.15% | 1,261,877 | -297,468 | -19.08% | 39,244,375 | Jun 30, 2024 |
Lincoln National's largest institutional shareholder is VANGUARD GROUP INC, holding 12.18% of the company's total share outstanding, currently valued at $644.08M. The top 10 institutional shareholders own together 38.97% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLER VALUE PARTNERS, LLC | 0.19% | 6.55% | 329,775 | 130,785 | 65.72% | 10,256,001 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.33% | 5.29% | 564,633 | -296,626 | -34.44% | 16,436,519 | Jun 30, 2024 |
| KEMPNER CAPITAL MANAGEMENT INC. | 0.09% | 2.62% | 158,906 | - | - | 4,942,000 | Jun 30, 2024 |
| RK ASSET MANAGEMENT, LLC | 0.06% | 2.57% | 95,668 | -620 | -0.64% | 2,975,000 | Jun 30, 2024 |
| LOUDON INVESTMENT MANAGEMENT, LLC | 0.07% | 2.20% | 120,234 | 5,560 | 4.85% | 3,739,277 | Jun 30, 2024 |
| OAK HARBOR WEALTH PARTNERS, LLC | 0.13% | 2.15% | 219,584 | - | - | 6,829,062 | Jun 30, 2024 |
| ACCESS INVESTMENT MANAGEMENT LLC | 0.12% | 2.04% | 201,500 | 5,500 | 2.81% | 6,266,650 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.01% | 1.92% | 8,867 | 8,867 | 100.00% | 275,764 | Jun 30, 2024 |
| EASTERLY INVESTMENT PARTNERS LLC | 0.35% | 1.63% | 598,053 | -76,519 | -11.34% | 18,599,448 | Jun 30, 2024 |
| ALLEN WEALTH MANAGEMENT, LLC | 0.03% | 1.28% | 46,113 | 2,456 | 5.63% | 1,434,114 | Jun 30, 2024 |
| INSIGHT INV LLC | 0.02% | 1.07% | 39,835 | - | - | 1,238,869 | Jun 30, 2024 |
| KEYNOTE FINANCIAL SERVICES LLC | 0.02% | 0.93% | 35,561 | - | - | 1,105,947 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.10% | 0.92% | 170,441 | 170,441 | 100.00% | 5,338,212 | Jun 30, 2024 |
| MORK CAPITAL MANAGEMENT, LLC | 0.02% | 0.89% | 36,680 | - | - | 1,140,748 | Jun 30, 2024 |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 1.04% | 0.80% | 1,770,000 | - | - | 55,047,000 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.24% | 0.78% | 410,294 | 18,794 | 4.80% | 12,760,144 | Jun 30, 2024 |
| TRUST INVESTMENT ADVISORS | 0.02% | 0.78% | 39,209 | 296 | 0.76% | 1,219,400 | Jun 30, 2024 |
| ICON ADVISERS INC/CO | 0.06% | 0.76% | 108,325 | 108,325 | 100.00% | 3,392,739 | Jun 30, 2024 |
| HEDEKER WEALTH, LLC | 0.05% | 0.72% | 80,368 | -1,000 | -1.23% | 2,499,445 | Jun 30, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | 0.01% | 0.58% | 20,463 | -409 | -1.96% | 636,410 | Jun 30, 2024 |
The largest Lincoln National shareholder by % of total assets is MILLER VALUE PARTNERS, LLC. The company owns 329.77K shares of Lincoln National (LNC), representing 6.55% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.69% | 0.04% | 4,570,678 | 4,570,678 | 100.00% | 142,148,086 | Jun 30, 2024 |
| NORGES BANK | 1.11% | 0.01% | 1,879,160 | 1,879,160 | 100.00% | 58,441,876 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.81% | 0.06% | 3,086,324 | 1,147,896 | 59.22% | 95,984,731,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.65% | 0.08% | 1,098,200 | 780,100 | 245.24% | 34,154,020 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.26% | 0.10% | 2,150,863 | 711,951 | 49.48% | 66,891,855 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.66% | 0.02% | 2,828,513 | 348,601 | 14.06% | 87,970,137 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.36% | 0.05% | 616,288 | 301,788 | 95.96% | 19,166,557 | Jun 30, 2024 |
| UBS GROUP AG | 0.58% | 0.01% | 992,441 | 258,285 | 35.18% | 30,864,916 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.42% | 0.04% | 715,105 | 243,723 | 51.70% | 22,239,766 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.99% | 0.12% | 1,682,560 | 231,565 | 15.96% | 52,327,616 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.32% | 0.00% | 547,272 | 211,009 | 62.75% | 17,020,159 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.10% | 0.92% | 170,441 | 170,441 | 100.00% | 5,338,212 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.09% | 0.00% | 150,800 | 150,800 | 100.00% | 4,689,880 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.08% | 0.02% | 137,855 | 137,855 | 100.00% | 4,287,291 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.08% | 0.01% | 137,500 | 137,500 | 100.00% | 4,276,250 | Jun 30, 2024 |
| MILLER VALUE PARTNERS, LLC | 0.19% | 6.55% | 329,775 | 130,785 | 65.72% | 10,256,001 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.33% | 0.00% | 556,143 | 127,766 | 29.83% | 17,296,000 | Jun 30, 2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.07% | 0.06% | 122,990 | 122,990 | 100.00% | 3,824,989 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.08% | 0.00% | 136,464 | 113,449 | 492.94% | 4,244,031 | Jun 30, 2024 |
| ICON ADVISERS INC/CO | 0.06% | 0.76% | 108,325 | 108,325 | 100.00% | 3,392,739 | Jun 30, 2024 |
As of Jun 30 2024, Lincoln National's largest institutional buyer is MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The company purchased 4.57M stocks of LNC, valued at $142.15M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.18% | 0.01% | 20,709,958 | -1,144,879 | -5.24% | 644,079,694 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.57% | 0.05% | 972,832 | -1,034,260 | -51.53% | 30,255,075 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 1.63% | 0.05% | 2,763,308 | -843,657 | -23.39% | 86,186,625 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -698,782 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.06% | 0.01% | 99,927 | -667,971 | -86.99% | 3,107,730 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 0.00% | 46,104 | -578,395 | -92.62% | 1,434,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.70% | 0.05% | 1,186,846 | -496,703 | -29.50% | 36,910,912 | Jun 30, 2024 |
| MORGAN STANLEY | 2.30% | 0.01% | 3,908,465 | -484,316 | -11.03% | 121,553,325 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.13% | 0.02% | 224,223 | -448,021 | -66.65% | 6,973,335 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -395,904 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.16% | 0.01% | 279,000 | -358,300 | -56.22% | 8,676,900 | Jun 30, 2024 |
| BLACKROCK INC. | 9.57% | 0.01% | 16,268,030 | -332,538 | -2.00% | 505,935,739 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -321,474 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.74% | 0.15% | 1,261,877 | -297,468 | -19.08% | 39,244,375 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.33% | 5.29% | 564,633 | -296,626 | -34.44% | 16,436,519 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.25% | 0.01% | 425,925 | -285,351 | -40.12% | 13,246,267 | Jun 30, 2024 |
| STATE STREET CORP | 3.62% | 0.01% | 6,148,038 | -252,626 | -3.95% | 191,203,982,000 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.09% | 0.03% | 146,013 | -252,428 | -63.35% | 4,541,004 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.04% | 0.01% | 73,500 | -196,500 | -72.78% | 2,285,850 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.04% | 0.01% | 68,100 | -185,800 | -73.18% | 2,117,910 | Jun 30, 2024 |
As of Jun 30 2024, Lincoln National's biggest institutional seller is VANGUARD GROUP INC. The company sold -1.14M shares of LNC, valued at $644.08M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.69% | 0.04% | 4,570,678 | 4,570,678 | 100.00% | 142,148,086 | Jun 30, 2024 |
| NORGES BANK | 1.11% | 0.01% | 1,879,160 | 1,879,160 | 100.00% | 58,441,876 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.09% | 0.00% | 150,800 | 150,800 | 100.00% | 4,689,880 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.08% | 0.02% | 137,855 | 137,855 | 100.00% | 4,287,291 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.08% | 0.01% | 137,500 | 137,500 | 100.00% | 4,276,250 | Jun 30, 2024 |
| ICON ADVISERS INC/CO | 0.06% | 0.76% | 108,325 | 108,325 | 100.00% | 3,392,739 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.06% | 0.01% | 100,000 | 100,000 | 100.00% | 3,110,000 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.04% | 0.00% | 75,077 | 75,077 | 100.00% | 2,334,895 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.04% | 0.00% | 70,000 | 70,000 | 100.00% | 2,177,000 | Jun 30, 2024 |
| AXA S.A. | 0.04% | 0.01% | 64,553 | 64,553 | 100.00% | 2,007,598 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.04% | 0.01% | 63,900 | 63,900 | 100.00% | 1,987,290 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.03% | 0.00% | 49,780 | 49,780 | 100.00% | 1,548,158 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.03% | 0.29% | 48,830 | 48,830 | 100.00% | 1,518,613 | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 0.03% | 0.00% | 48,804 | 48,804 | 100.00% | 1,518,000 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.02% | 0.47% | 41,743 | 41,743 | 100.00% | 1,298,207 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.13% | 37,791 | 37,791 | 100.00% | 1,175,000 | Jun 30, 2024 |
| ELLIS INVESTMENT PARTNERS, LLC | 0.02% | 0.23% | 35,200 | 35,200 | 100.00% | 1,094,720 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.14% | 27,337 | 27,337 | 100.00% | 850,181 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.13% | 23,122 | 23,122 | 100.00% | 719,094 | Jun 30, 2024 |
| DAVENPORT & CO LLC | 0.01% | 0.00% | 21,175 | 21,175 | 100.00% | 658,543 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.01% | 0.17% | 18,670 | 18,670 | 100.00% | 580,637 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.01% | 17,723 | 17,723 | 100.00% | 554,997 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.01% | 0.01% | 15,941 | 15,941 | 100.00% | 495,765 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.02% | 15,033 | 15,033 | 100.00% | 467,526 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.03% | 13,463 | 13,463 | 100.00% | 419,000 | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | 0.01% | 0.15% | 12,647 | 12,647 | 100.00% | 393,322 | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | 0.01% | 0.05% | 11,403 | 11,403 | 100.00% | 354,633 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.01% | 11,110 | 11,110 | 100.00% | 345,521 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.01% | 0.00% | 10,958 | 10,958 | 100.00% | 340,794 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.01% | 0.25% | 10,644 | 10,644 | 100.00% | 331,028 | Jun 30, 2024 |
| SYMMETRY PARTNERS, LLC | 0.01% | 0.02% | 10,478 | 10,478 | 100.00% | 326,000 | Jun 30, 2024 |
| KEYSTONE FINANCIAL GROUP | 0.01% | 0.12% | 10,464 | 10,464 | 100.00% | 325,444 | Jun 30, 2024 |
| GSG ADVISORS LLC | 0.01% | 0.11% | 10,225 | 10,225 | 100.00% | 320,247 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.00% | 10,023 | 10,023 | 100.00% | 311,709 | Jun 30, 2024 |
| ALTUS WEALTH GROUP LLC | 0.01% | 0.15% | 9,860 | 9,860 | 100.00% | 306,646 | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | 0.01% | 0.05% | 9,391 | 9,391 | 100.00% | 292,060 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.01% | 0.00% | 9,300 | 9,300 | 100.00% | 289,230 | Jun 30, 2024 |
| WEDMONT PRIVATE CAPITAL | 0.01% | 0.02% | 9,250 | 9,250 | 100.00% | 297,758 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.01% | 1.92% | 8,867 | 8,867 | 100.00% | 275,764 | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | 0.01% | 0.00% | 8,591 | 8,591 | 100.00% | 267,172 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 8,459 | 8,459 | 100.00% | 263,075 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.00% | 0.03% | 7,997 | 7,997 | 100.00% | 248,707 | Jun 30, 2024 |
| SYM FINANCIAL CORP | 0.00% | 0.04% | 7,769 | 7,769 | 100.00% | 241,616 | Jun 30, 2024 |
| APOLLON WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 7,128 | 7,128 | 100.00% | 221,685 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.02% | 7,094 | 7,094 | 100.00% | 220,623 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.01% | 6,860 | 6,860 | 100.00% | 213,346 | Jun 30, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | 0.00% | 0.00% | 6,411 | 6,411 | 100.00% | 210,161 | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | 0.00% | 0.03% | 1,632 | 1,632 | 100.00% | 50,756 | Jun 30, 2024 |
| ADIRONDACK TRUST CO | 0.00% | 0.01% | 1,000 | 1,000 | 100.00% | 31,090 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.01% | 750 | 750 | 100.00% | 23,325 | Jun 30, 2024 |
| 0.00% | 0.01% | 499 | 499 | 100.00% | 15,519 | Jun 30, 2024 | |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 6,220 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 192 | 192 | 100.00% | 5,986 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 121 | 121 | 100.00% | 3,763 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | 0.00% | 0.00% | 99 | 99 | 100.00% | 3,079 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 70 | 70 | 100.00% | 2,177 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | 0.00% | 60 | 60 | 100.00% | 1,866 | Jun 30, 2024 |
| LEGEND FINANCIAL ADVISORS, INC. | - | 0.00% | 51 | 51 | 100.00% | 1,586 | Jun 30, 2024 |
| - | 0.00% | 23 | 23 | 100.00% | 754 | Jun 30, 2024 | |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 8 | 8 | 100.00% | 249 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 5 | 5 | 100.00% | 156 | Jun 30, 2024 |
Lincoln National's largest new institutional shareholder by number of shares is MASSACHUSETTS FINANCIAL SERVICES CO /MA/, purchased 4.57M shares, valued at $142.15M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| APG ASSET MANAGEMENT N.V. | - | - | - | -698,782 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -395,904 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -321,474 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -155,715 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -91,414 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -75,000 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -62,100 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -58,020 | -100.00% | - | Jun 30, 2024 |
| ARJUNA CAPITAL | - | - | - | -52,113 | -100.00% | - | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | - | - | - | -29,352 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -27,690 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -23,244 | -100.00% | - | Jun 30, 2024 |
| IMC-CHICAGO, LLC | - | - | - | -21,475 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -21,399 | -100.00% | - | Jun 30, 2024 |
| SOUTHPORT MANAGEMENT, L.L.C. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -18,500 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -16,769 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,830 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -10,799 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -10,153 | -100.00% | - | Jun 30, 2024 |
| SHAY CAPITAL LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | - | - | - | -9,663 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -9,392 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -9,200 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -9,200 | -100.00% | - | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -8,911 | -100.00% | - | Jun 30, 2024 |
| DODGE & COX | - | - | - | -8,500 | -100.00% | - | Jun 30, 2024 |
| CONCORDE ASSET MANAGEMENT, LLC | - | - | - | -8,265 | -100.00% | - | Jun 30, 2024 |
| XPONANCE, INC. | - | - | - | -8,037 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -7,074 | -100.00% | - | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -6,498 | -100.00% | - | Jun 30, 2024 |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | - | - | - | -6,391 | -100.00% | - | Jun 30, 2024 |
| SENTRY LLC | - | - | - | -6,300 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -2,012 | -100.00% | - | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | - | - | - | -1,518 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -755 | -100.00% | - | Jun 30, 2024 |
| ARMSTRONG ADVISORY GROUP, INC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -367 | -100.00% | - | Jun 30, 2024 |
| ATTICUS WEALTH MANAGEMENT, LLC | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| ANNAPOLIS FINANCIAL SERVICES, LLC | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -225 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -202 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -193 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | - | - | - | -83 | -100.00% | - | Jun 30, 2024 |
| CHERRY TREE WEALTH MANAGEMENT, LLC | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
Lincoln National's largest sold out institutional shareholder by shares sold is APG ASSET MANAGEMENT N.V., sold -0.70M shares, valued at -, as of undefined.
Lincoln National Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 7.33% | 3,109,000 | - | - | Jan 31, 2024 |
| UBS Series Funds | 6.11% | 26,238,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 3.14% | 4,239,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 2.57% | 41,325 | - | - | Dec 31, 2023 |
| AGF Investments Trust | 1.99% | -37,522 | 8,936 | -19.23% | Mar 31, 2024 |
| THOMPSON IM FUNDS INC | 1.86% | 29,378,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 1.86% | 29,378,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 1.61% | 25,384,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 1.61% | 25,384,000 | - | - | Feb 29, 2024 |
| PIONEER EQUITY INCOME FUND | 1.20% | 268,130 | - | - | Jan 31, 2024 |
| 2nd Vote Funds | 1.01% | 9,593 | - | - | Jun 30, 2023 |
| Index Funds | 0.99% | 8,306 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.99% | 11,270 | - | - | Mar 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.93% | 5,623,000 | - | - | Jan 31, 2024 |
| SCHRODER SERIES TRUST | 0.87% | 700,000 | - | - | Oct 31, 2021 |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | 0.65% | 3,500,000 | - | - | Jan 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.63% | 882,600 | - | - | Jan 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.62% | 14,187 | - | - | Dec 29, 2023 |
| Trust for Advised Portfolios | 0.62% | 12,513,000 | - | - | Dec 31, 2023 |
| PIONEER MID CAP VALUE FUND | 0.55% | 97,098 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.52% | 16,698 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.52% | 219,330 | - | - | Jan 31, 2024 |
| Viking Mutual Funds | 0.48% | 1,100,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.36% | 421,654 | - | - | Mar 28, 2024 |
| Nuveen Preferred & Income Securities Fund | 0.34% | 7,700,000 | - | - | Oct 31, 2023 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.34% | 175,000 | - | - | Jun 30, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.33% | 5,125,000 | 1,000,000 | 24.24% | Jan 31, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.33% | 1,541,343 | - | - | Dec 31, 2023 |
| AMERICAN PENSION INVESTORS TRUST | 0.33% | 2,000,000 | - | - | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.33% | 78,419 | -76,177 | -49.27% | Mar 31, 2024 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.32% | 163,147 | -211 | -0.13% | Mar 31, 2021 |
| CALDWELL & ORKIN FUNDS INC | 0.32% | 4,400 | - | - | Jan 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.32% | 655 | -12,875 | -95.16% | Jan 31, 2021 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.31% | 4,723,000 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.30% | 170,000 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.30% | 3,450,000 | - | - | Feb 29, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.29% | 450,000 | - | - | Mar 28, 2024 |
| SCHRODER SERIES TRUST | 0.29% | 230,000 | - | - | Oct 31, 2021 |
| MFS SERIES TRUST XI | 0.28% | 1,345,087 | - | - | Mar 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.27% | 100,000 | - | - | Mar 28, 2024 |
| TETON WESTWOOD FUNDS | 0.27% | 175,000 | - | - | Dec 29, 2023 |
| Virtus Total Return Fund Inc. | 0.26% | 515,000 | - | - | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.26% | 1,115,739 | 15,275 | 1.39% | Feb 29, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.25% | 390,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.23% | 119,768 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.22% | 45,000 | - | - | Mar 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.21% | 324,000 | - | - | Feb 29, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.19% | 12,242,000 | 3,254,000 | 36.20% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.19% | 73,007 | - | - | Mar 31, 2024 |
| Virtus Total Return Fund Inc. | 0.19% | 365,000 | -150,000 | -29.13% | Feb 29, 2024 |
| FIRST TRUST SERIES FUND | 0.18% | 623,000 | - | - | Jan 31, 2024 |
| Ultimus Managers Trust | 0.17% | 2,005,000 | - | - | Feb 29, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| Catholic Responsible Investments Funds | 0.16% | 6,140,000 | 4,150,000 | 208.54% | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.16% | 3,216,000 | - | - | Dec 31, 2023 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.16% | 248,000 | -60,000 | -19.48% | Mar 28, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.16% | 171,658 | -23,246 | -11.93% | Jan 31, 2024 |
| Federated Hermes Investment Series Funds, Inc. | 0.15% | 1,720,000 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.14% | 265,000 | - | - | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.14% | 84,566 | -115 | -0.14% | Mar 31, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.14% | 640,000 | - | - | Mar 31, 2024 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 0.14% | 2,560,000 | - | - | Feb 29, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.13% | 25,722 | - | - | Mar 28, 2024 |
| SMA RELATIONSHIP TRUST | 0.13% | 500,000 | - | - | Mar 31, 2024 |
| FORESTER FUNDS INC | 0.13% | 2,470 | - | - | Jun 30, 2022 |
| Columbia Funds Variable Series Trust II | 0.13% | 4,200,000 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.13% | 103,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.12% | 28,600 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.12% | 4,000,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.12% | 3,950,000 | - | - | Mar 31, 2024 |
| Nuveen Preferred & Income Securities Fund | 0.12% | 2,600,000 | - | - | Oct 31, 2023 |
| GUGGENHEIM FUNDS TRUST | 0.11% | 63,960,000 | - | - | Dec 31, 2023 |
| Keeley Funds, Inc. | 0.11% | 28,510 | - | - | Dec 29, 2023 |
| ULTRA SERIES FUND | 0.11% | 200,000 | - | - | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.10% | 451,000 | - | - | Dec 31, 2023 |
| Guardian Variable Products Trust | 0.10% | 1,700,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.10% | 11,270 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.09% | 370,000 | - | - | Dec 31, 2023 |
| Federated Hermes MDT Series | 0.09% | 220,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.09% | 2,877,000 | - | - | Mar 31, 2024 |
| WILMINGTON FUNDS | 0.09% | 1,000,000 | - | - | Jan 31, 2024 |
| GUGGENHEIM FUNDS TRUST | 0.08% | 48,300,000 | - | - | Dec 31, 2023 |
| LoCorr Investment Trust | 0.08% | 2,150,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 0.08% | 17,183 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.08% | 320,000 | - | - | Dec 31, 2023 |
| SIT MUTUAL FUNDS INC | 0.08% | 28,025 | - | - | Mar 28, 2024 |
| VIRTUS EQUITY TRUST | 0.07% | 615,000 | - | - | Mar 28, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.07% | 12,922 | 616 | 5.01% | Sep 30, 2021 |
| Humankind Benefit Corp | 0.07% | 1,636 | 106 | 6.93% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 280,463 | 63,096 | 29.03% | Jan 31, 2024 |
| Fidelity Central Investment Portfolios II LLC | 0.07% | 34,132,000 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.07% | 285,000 | - | - | Mar 28, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.07% | 8,666 | - | - | Dec 31, 2020 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.07% | 682,003 | - | - | Feb 29, 2024 |
| ALPS ETF Trust | 0.07% | 860,721 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.07% | 165,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.06% | 4,013,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.06% | 155,000 | - | - | Mar 31, 2024 |
| Federated Hermes Total Return Series, Inc. | 0.06% | 7,780,000 | - | - | Feb 29, 2024 |
Lincoln National's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 3.11M shares, compromising 7.33% of its total assets.
Lincoln National Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 521 | -2.43% |
| 31 Mar, 24 | 534 | 0.38% |
| 31 Dec, 23 | 532 | 5.56% |
| 30 Sep, 23 | 504 | -3.82% |
| 30 Jun, 23 | 524 | 0.38% |
| 31 Mar, 23 | 522 | -12.56% |
| 31 Dec, 22 | 597 | -5.98% |
| 30 Sep, 22 | 635 | -1.40% |
| 30 Jun, 22 | 644 | -3.30% |
| 31 Mar, 22 | 666 | -4.03% |
| 31 Dec, 21 | 694 | 5.15% |
| 30 Sep, 21 | 660 | 1.85% |
| 30 Jun, 21 | 648 | 0.15% |
| 31 Mar, 21 | 647 | 0.78% |
| 31 Dec, 20 | 642 | 14.85% |
| 30 Sep, 20 | 559 | -4.12% |
| 30 Jun, 20 | 583 | 8.57% |
| 31 Mar, 20 | 537 | -16.61% |
| 31 Dec, 19 | 644 | -1.23% |
| 30 Sep, 19 | 652 | -3.83% |
| 30 Jun, 19 | 678 | 1.35% |
| 31 Mar, 19 | 669 | 1.67% |
| 31 Dec, 18 | 658 | -3.09% |
| 30 Sep, 18 | 679 | -1.59% |
| 30 Jun, 18 | 690 | -2.27% |
| 31 Mar, 18 | 706 | 1.15% |
| 31 Dec, 17 | 698 | 5.44% |
| 30 Sep, 17 | 662 | -1.78% |
| 30 Jun, 17 | 674 | 0.15% |
| 31 Mar, 17 | 673 | 1.97% |
| 31 Dec, 16 | 660 | 11.49% |
| 30 Sep, 16 | 592 | 1.37% |
| 30 Jun, 16 | 584 | 1.39% |
| 31 Mar, 16 | 576 | -2.70% |
| 31 Dec, 15 | 592 | 0.85% |
| 30 Sep, 15 | 587 | -3.61% |
| 30 Jun, 15 | 609 | - |
| 31 Mar, 15 | 609 | - |
| 31 Dec, 14 | 609 | 4.46% |
| 30 Sep, 14 | 583 | 1.39% |
| 30 Jun, 14 | 575 | 1.05% |
| 31 Mar, 14 | 569 | -0.18% |
| 31 Dec, 13 | 570 | 4.97% |
| 30 Sep, 13 | 543 | 10.82% |
| 30 Jun, 13 | 490 | 137.86% |
| 31 Mar, 13 | 206 | -2.37% |
| 31 Dec, 12 | 211 | 10.47% |
| 30 Sep, 12 | 191 | -0.52% |
| 30 Jun, 12 | 192 | -1.03% |
| 31 Mar, 12 | 194 | 6.01% |
| 31 Dec, 11 | 183 | 13.66% |
| 30 Sep, 11 | 161 | -1.83% |
| 30 Jun, 11 | 164 | 2.50% |
| 31 Mar, 11 | 160 | -3.61% |
| 31 Dec, 10 | 166 | 7.79% |
| 30 Sep, 10 | 154 | -4.35% |
| 30 Jun, 10 | 161 | 4.55% |
| 31 Mar, 10 | 154 | 12.41% |
| 31 Dec, 09 | 137 | 3.01% |
| 30 Sep, 09 | 133 | - |
| 30 Jun, 09 | 133 | 19.82% |
| 31 Mar, 09 | 111 | -11.90% |
| 31 Dec, 08 | 126 | -24.10% |
| 30 Sep, 08 | 166 | 3.11% |
| 30 Jun, 08 | 161 | -1.23% |
| 31 Mar, 08 | 163 | - |
| 31 Dec, 07 | 163 | 6.54% |
| 30 Sep, 07 | 153 | 2.68% |
| 30 Jun, 07 | 149 | 2.76% |
| 31 Mar, 07 | 145 | -0.68% |
| 31 Dec, 06 | 146 | 12.31% |
| 30 Sep, 06 | 130 | -2.26% |
| 30 Jun, 06 | 133 | 14.66% |
| 31 Mar, 06 | 116 | 14.85% |
| 31 Dec, 05 | 101 | 4.12% |
| 30 Sep, 05 | 97 | 4.30% |
| 30 Jun, 05 | 93 | -8.82% |
| 31 Mar, 05 | 102 | 2.00% |
| 31 Dec, 04 | 100 | 5.26% |
| 30 Sep, 04 | 95 | 1.06% |
| 30 Jun, 04 | 94 | 11.90% |
| 31 Mar, 04 | 84 | 5.00% |
| 31 Dec, 03 | 80 | 2.56% |
| 30 Sep, 03 | 78 | 27.87% |
| 30 Jun, 03 | 61 | 7.02% |
| 31 Mar, 03 | 57 | -5.00% |
| 31 Dec, 02 | 60 | -1.64% |
| 30 Sep, 02 | 61 | -6.15% |
| 30 Jun, 02 | 65 | 1.56% |
| 31 Mar, 02 | 64 | 30.61% |
| 31 Dec, 01 | 49 | 2.08% |
| 30 Sep, 01 | 48 | -18.64% |
| 30 Jun, 01 | 59 | 11.32% |
| 31 Mar, 01 | 53 | 15.22% |
| 31 Dec, 00 | 46 | 6.98% |
| 30 Sep, 00 | 43 | -2.27% |
| 30 Jun, 00 | 44 | 37.50% |
| 31 Mar, 00 | 32 | - |
| 31 Dec, 99 | 32 | - |
| 30 Sep, 99 | 32 | -20.00% |
| 30 Jun, 99 | 40 | 25.00% |
| 31 Mar, 99 | 32 | 966.67% |
| 31 Dec, 98 | 3 | - |
As of 30 Jun 24, 521 institutions are holding Lincoln National's shares, representing a decrease of -2.43% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 123,975,681 | 1.95% |
| 31 Mar, 24 | 121,604,357 | -1.45% |
| 31 Dec, 23 | 123,391,159 | 0.04% |
| 30 Sep, 23 | 123,339,379 | 0.22% |
| 30 Jun, 23 | 123,073,366 | -4.81% |
| 31 Mar, 23 | 129,297,040 | -5.52% |
| 31 Dec, 22 | 136,854,955 | 2.20% |
| 30 Sep, 22 | 133,905,566 | 2.83% |
| 30 Jun, 22 | 130,220,364 | 1.20% |
| 31 Mar, 22 | 128,670,014 | -3.53% |
| 31 Dec, 21 | 133,377,133 | -5.65% |
| 30 Sep, 21 | 141,360,750 | -2.22% |
| 30 Jun, 21 | 144,571,855 | -1.41% |
| 31 Mar, 21 | 146,632,972 | -2.78% |
| 31 Dec, 20 | 150,830,110 | 0.26% |
| 30 Sep, 20 | 150,439,327 | -0.13% |
| 30 Jun, 20 | 150,630,000 | -1.85% |
| 31 Mar, 20 | 153,474,777 | -4.08% |
| 31 Dec, 19 | 159,996,945 | -0.63% |
| 30 Sep, 19 | 161,017,204 | -2.48% |
| 30 Jun, 19 | 165,109,445 | -0.77% |
| 31 Mar, 19 | 166,384,509 | -2.52% |
| 31 Dec, 18 | 170,677,970 | -2.67% |
| 30 Sep, 18 | 175,362,790 | -1.89% |
| 30 Jun, 18 | 178,747,219 | -0.60% |
| 31 Mar, 18 | 179,831,592 | 0.11% |
| 31 Dec, 17 | 179,641,987 | -0.92% |
| 30 Sep, 17 | 181,309,987 | -0.61% |
| 30 Jun, 17 | 182,420,841 | -1.59% |
| 31 Mar, 17 | 185,372,370 | -0.18% |
| 31 Dec, 16 | 185,711,607 | 0.96% |
| 30 Sep, 16 | 183,937,199 | -1.44% |
| 30 Jun, 16 | 186,629,319 | -5.06% |
| 31 Mar, 16 | 196,568,956 | 0.48% |
| 31 Dec, 15 | 195,631,537 | -2.10% |
| 30 Sep, 15 | 199,833,252 | -2.93% |
| 30 Jun, 15 | 205,854,771 | -2.10% |
| 31 Mar, 15 | 210,267,524 | -1.66% |
| 31 Dec, 14 | 213,807,214 | -0.74% |
| 30 Sep, 14 | 215,411,781 | -3.38% |
| 30 Jun, 14 | 222,939,692 | -1.21% |
| 31 Mar, 14 | 225,675,668 | -1.20% |
| 31 Dec, 13 | 228,422,797 | -1.28% |
| 30 Sep, 13 | 231,389,723 | 1.48% |
| 30 Jun, 13 | 228,025,651 | -37.69% |
| 31 Mar, 13 | 365,933,826 | 263.04% |
| 31 Dec, 12 | 100,798,193 | 3.30% |
| 30 Sep, 12 | 97,576,284 | -18.21% |
| 30 Jun, 12 | 119,300,862 | 22.46% |
| 31 Mar, 12 | 97,423,890 | -16.25% |
| 31 Dec, 11 | 116,326,058 | 7.66% |
| 30 Sep, 11 | 108,053,677 | -7.78% |
| 30 Jun, 11 | 117,165,943 | 33.28% |
| 31 Mar, 11 | 87,907,858 | 38.42% |
| 31 Dec, 10 | 63,509,114 | -14.99% |
| 30 Sep, 10 | 74,705,211 | -14.06% |
| 30 Jun, 10 | 86,930,938 | 10.93% |
| 31 Mar, 10 | 78,367,273 | 9.85% |
| 31 Dec, 09 | 71,338,967 | -4.17% |
| 30 Sep, 09 | 74,443,063 | 0.82% |
| 30 Jun, 09 | 73,840,532 | 33.85% |
| 31 Mar, 09 | 55,166,038 | 1.17% |
| 31 Dec, 08 | 54,526,717 | 13.15% |
| 30 Sep, 08 | 48,189,577 | 25.60% |
| 30 Jun, 08 | 38,368,829 | -6.47% |
| 31 Mar, 08 | 41,021,428 | -3.67% |
| 31 Dec, 07 | 42,585,697 | -2.24% |
| 30 Sep, 07 | 43,560,459 | 6.56% |
| 30 Jun, 07 | 40,877,374 | 29.56% |
| 31 Mar, 07 | 31,551,417 | -23.15% |
| 31 Dec, 06 | 41,058,390 | -6.31% |
| 30 Sep, 06 | 43,823,642 | -7.13% |
| 30 Jun, 06 | 47,190,340 | 69.20% |
| 31 Mar, 06 | 27,889,945 | 17.93% |
| 31 Dec, 05 | 23,649,204 | -0.92% |
| 30 Sep, 05 | 23,869,348 | -9.20% |
| 30 Jun, 05 | 26,287,286 | -4.71% |
| 31 Mar, 05 | 27,586,959 | 15.79% |
| 31 Dec, 04 | 23,824,011 | 33.76% |
| 30 Sep, 04 | 17,810,362 | -26.76% |
| 30 Jun, 04 | 24,318,259 | -10.09% |
| 31 Mar, 04 | 27,046,342 | 6.36% |
| 31 Dec, 03 | 25,428,846 | -3.73% |
| 30 Sep, 03 | 26,415,030 | 32.15% |
| 30 Jun, 03 | 19,988,905 | 13.20% |
| 31 Mar, 03 | 17,658,731 | -0.71% |
| 31 Dec, 02 | 17,784,222 | -17.64% |
| 30 Sep, 02 | 21,592,218 | -10.65% |
| 30 Jun, 02 | 24,166,437 | -8.18% |
| 31 Mar, 02 | 26,320,125 | 11.80% |
| 31 Dec, 01 | 23,542,357 | -4.70% |
| 30 Sep, 01 | 24,702,320 | -7.69% |
| 30 Jun, 01 | 26,760,645 | 11.72% |
| 31 Mar, 01 | 23,954,364 | 24.89% |
| 31 Dec, 00 | 19,180,653 | 1.42% |
| 30 Sep, 00 | 18,912,583 | 40.07% |
| 30 Jun, 00 | 13,502,412 | 47.11% |
| 31 Mar, 00 | 9,178,234 | -9.27% |
| 31 Dec, 99 | 10,115,906 | -48.97% |
| 30 Sep, 99 | 19,823,400 | -25.91% |
| 30 Jun, 99 | 26,754,332 | 150.95% |
| 31 Mar, 99 | 10,661,073 | 13152.13% |
| 31 Dec, 98 | 80,448 | - |
Lincoln National (LNC) has 123.98M shares outstanding as of 30 Jun 24, up 1.95% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 72.91% | 1.43% |
| 31 Mar, 24 | 71.51% | 1.35% |
| 31 Dec, 23 | 72.73% | 1.38% |
| 30 Sep, 23 | 72.70% | 1.38% |
| 30 Jun, 23 | 72.57% | 1.25% |
| 31 Mar, 23 | 76.35% | 1.17% |
| 31 Dec, 22 | 80.88% | 1.29% |
| 30 Sep, 22 | 79.13% | 1.37% |
| 30 Jun, 22 | 76.09% | 1.36% |
| 31 Mar, 22 | 74.86% | 1.32% |
| 31 Dec, 21 | 75.27% | 1.30% |
| 30 Sep, 21 | 75.96% | 1.30% |
| 30 Jun, 21 | 76.46% | 1.30% |
| 31 Mar, 21 | 76.71% | 1.25% |
| 31 Dec, 20 | 78.42% | 1.29% |
| 30 Sep, 20 | 77.84% | 1.28% |
| 30 Jun, 20 | 77.95% | 1.26% |
| 31 Mar, 20 | 78.67% | 1.19% |
| 31 Dec, 19 | 81.35% | 1.25% |
| 30 Sep, 19 | 80.83% | 1.20% |
| 30 Jun, 19 | 81.94% | 1.24% |
| 31 Mar, 19 | 81.44% | 1.18% |
| 31 Dec, 18 | 82.91% | 1.26% |
| 30 Sep, 18 | 81.22% | 1.21% |
| 30 Jun, 18 | 82.00% | 1.21% |
| 31 Mar, 18 | 82.35% | 1.21% |
| 31 Dec, 17 | 82.37% | 1.22% |
| 30 Sep, 17 | 82.11% | 1.23% |
| 30 Jun, 17 | 81.60% | 1.21% |
| 31 Mar, 17 | 82.16% | 1.22% |
| 31 Dec, 16 | 82.05% | 1.29% |
| 30 Sep, 16 | 79.61% | 1.28% |
| 30 Jun, 16 | 78.93% | 1.19% |
| 31 Mar, 16 | 81.34% | 1.26% |
| 31 Dec, 15 | 80.23% | 1.25% |
| 30 Sep, 15 | 80.18% | 1.20% |
| 30 Jun, 15 | 81.74% | 1.21% |
| 31 Mar, 15 | 82.30% | 1.23% |
| 31 Dec, 14 | 81.96% | 1.20% |
| 30 Sep, 14 | 82.73% | 1.15% |
| 30 Jun, 14 | 85.00% | 1.15% |
| 31 Mar, 14 | 85.89% | 1.14% |
| 31 Dec, 13 | 86.89% | 1.13% |
| 30 Sep, 13 | 87.80% | 1.20% |
| 30 Jun, 13 | 85.61% | 0.47% |
| 31 Mar, 13 | 135.40% | 10.50% |
| 31 Dec, 12 | 35.92% | 2.91% |
| 30 Sep, 12 | 35.11% | 1.96% |
| 30 Jun, 12 | 42.29% | 3.72% |
| 31 Mar, 12 | 33.70% | 2.35% |
| 31 Dec, 11 | 37.86% | 3.01% |
| 30 Sep, 11 | 35.45% | 2.50% |
| 30 Jun, 11 | 37.63% | 4.83% |
| 31 Mar, 11 | 27.91% | 6.65% |
| 31 Dec, 10 | 20.49% | 3.68% |
| 30 Sep, 10 | 23.59% | 2.89% |
| 30 Jun, 10 | 28.55% | 4.25% |
| 31 Mar, 10 | 25.93% | 4.00% |
| 31 Dec, 09 | 25.48% | 4.19% |
| 30 Sep, 09 | 24.67% | 3.06% |
| 30 Jun, 09 | 28.39% | 6.09% |
| 31 Mar, 09 | 21.59% | 4.81% |
| 31 Dec, 08 | 21.18% | 5.97% |
| 30 Sep, 08 | 18.83% | 8.50% |
| 30 Jun, 08 | 14.88% | 6.02% |
| 31 Mar, 08 | 15.72% | 6.33% |
| 31 Dec, 07 | 15.76% | 6.03% |
| 30 Sep, 07 | 16.17% | 7.08% |
| 30 Jun, 07 | 15.11% | 11.48% |
| 31 Mar, 07 | 11.47% | 4.33% |
| 31 Dec, 06 | 16.27% | 6.54% |
| 30 Sep, 06 | 15.77% | 5.52% |
| 30 Jun, 06 | 16.90% | 6.58% |
| 31 Mar, 06 | 16.03% | 8.58% |
| 31 Dec, 05 | 13.67% | 7.11% |
| 30 Sep, 05 | 13.86% | 5.95% |
| 30 Jun, 05 | 15.27% | 6.06% |
| 31 Mar, 05 | 15.87% | 8.69% |
| 31 Dec, 04 | 13.51% | 13.07% |
| 30 Sep, 04 | 10.17% | 5.45% |
| 30 Jun, 04 | 13.66% | 5.96% |
| 31 Mar, 04 | 15.13% | 7.34% |
| 31 Dec, 03 | 14.36% | 6.50% |
| 30 Sep, 03 | 14.86% | 11.54% |
| 30 Jun, 03 | 11.35% | 11.90% |
| 31 Mar, 03 | 9.77% | 11.06% |
| 31 Dec, 02 | 9.39% | 6.66% |
| 30 Sep, 02 | 11.88% | 7.03% |
| 30 Jun, 02 | 13.00% | 6.55% |
| 31 Mar, 02 | 14.09% | 9.06% |
| 31 Dec, 01 | 12.47% | 7.36% |
| 30 Sep, 01 | 13.02% | 6.32% |
| 30 Jun, 01 | 14.35% | 8.88% |
| 31 Mar, 01 | 12.71% | 12.64% |
| 31 Dec, 00 | 10.03% | 10.11% |
| 30 Sep, 00 | 9.96% | 19.86% |
| 30 Jun, 00 | 7.08% | 31.46% |
| 31 Mar, 00 | 4.74% | 18.09% |
| 31 Dec, 99 | 5.12% | 5.08% |
| 30 Sep, 99 | 10.04% | 5.64% |
| 30 Jun, 99 | 13.35% | 47.66% |
| 31 Mar, 99 | 5.29% | 329203.99% |
| 31 Dec, 98 | 0.04% | - |
As of 30 Jun 24, Lincoln National is held by 72.91% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 238 | 1.71% |
| 31 Mar, 24 | 234 | -2.50% |
| 31 Dec, 23 | 240 | 5.26% |
| 30 Sep, 23 | 228 | -12.31% |
| 30 Jun, 23 | 260 | 8.33% |
| 31 Mar, 23 | 240 | -12.09% |
| 31 Dec, 22 | 273 | 1.49% |
| 30 Sep, 22 | 269 | -5.94% |
| 30 Jun, 22 | 286 | 8.75% |
| 31 Mar, 22 | 263 | -7.39% |
| 31 Dec, 21 | 284 | 5.19% |
| 30 Sep, 21 | 270 | 6.72% |
| 30 Jun, 21 | 253 | -6.30% |
| 31 Mar, 21 | 270 | -12.34% |
| 31 Dec, 20 | 308 | 32.19% |
| 30 Sep, 20 | 233 | -12.08% |
| 30 Jun, 20 | 265 | 9.50% |
| 31 Mar, 20 | 242 | -3.97% |
| 31 Dec, 19 | 252 | -5.62% |
| 30 Sep, 19 | 267 | -8.56% |
| 30 Jun, 19 | 292 | 1.74% |
| 31 Mar, 19 | 287 | 1.77% |
| 31 Dec, 18 | 282 | 12.80% |
| 30 Sep, 18 | 250 | -12.28% |
| 30 Jun, 18 | 285 | 11.33% |
| 31 Mar, 18 | 256 | -12.63% |
| 31 Dec, 17 | 293 | 16.27% |
| 30 Sep, 17 | 252 | -7.69% |
| 30 Jun, 17 | 273 | 5.41% |
| 31 Mar, 17 | 259 | -11.90% |
| 31 Dec, 16 | 294 | 33.64% |
| 30 Sep, 16 | 220 | -1.35% |
| 30 Jun, 16 | 223 | -18.01% |
| 31 Mar, 16 | 272 | 14.29% |
| 31 Dec, 15 | 238 | 1.28% |
| 30 Sep, 15 | 235 | 3.07% |
| 30 Jun, 15 | 228 | -16.18% |
| 31 Mar, 15 | 272 | 1.12% |
| 31 Dec, 14 | 269 | 22.83% |
| 30 Sep, 14 | 219 | -12.40% |
| 30 Jun, 14 | 250 | 5.04% |
| 31 Mar, 14 | 238 | 15.53% |
| 31 Dec, 13 | 206 | -10.43% |
| 30 Sep, 13 | 230 | -32.55% |
| 30 Jun, 13 | 341 | 274.73% |
| 31 Mar, 13 | 91 | -13.33% |
| 31 Dec, 12 | 105 | 17.98% |
| 30 Sep, 12 | 89 | - |
| 30 Jun, 12 | 89 | 2.30% |
| 31 Mar, 12 | 87 | -12.12% |
| 31 Dec, 11 | 99 | 1.02% |
| 30 Sep, 11 | 98 | 12.64% |
| 30 Jun, 11 | 87 | 7.41% |
| 31 Mar, 11 | 81 | -15.63% |
| 31 Dec, 10 | 96 | 20.00% |
| 30 Sep, 10 | 80 | -13.98% |
| 30 Jun, 10 | 93 | 16.25% |
| 31 Mar, 10 | 80 | 11.11% |
| 31 Dec, 09 | 72 | 7.46% |
| 30 Sep, 09 | 67 | -23.86% |
| 30 Jun, 09 | 88 | 41.94% |
| 31 Mar, 09 | 62 | -20.51% |
| 31 Dec, 08 | 78 | 9.86% |
| 30 Sep, 08 | 71 | -11.25% |
| 30 Jun, 08 | 80 | -6.98% |
| 31 Mar, 08 | 86 | 2.38% |
| 31 Dec, 07 | 84 | 13.51% |
| 30 Sep, 07 | 74 | 8.82% |
| 30 Jun, 07 | 68 | -4.23% |
| 31 Mar, 07 | 71 | -2.74% |
| 31 Dec, 06 | 73 | 12.31% |
| 30 Sep, 06 | 65 | -35.00% |
| 30 Jun, 06 | 100 | 69.49% |
| 31 Mar, 06 | 59 | 13.46% |
| 31 Dec, 05 | 52 | -3.70% |
| 30 Sep, 05 | 54 | 17.39% |
| 30 Jun, 05 | 46 | -16.36% |
| 31 Mar, 05 | 55 | - |
| 31 Dec, 04 | 55 | 19.57% |
| 30 Sep, 04 | 46 | -13.21% |
| 30 Jun, 04 | 53 | -3.64% |
| 31 Mar, 04 | 55 | 25.00% |
| 31 Dec, 03 | 44 | -4.35% |
| 30 Sep, 03 | 46 | 17.95% |
| 30 Jun, 03 | 39 | 30.00% |
| 31 Mar, 03 | 30 | -6.25% |
| 31 Dec, 02 | 32 | - |
| 30 Sep, 02 | 32 | -8.57% |
| 30 Jun, 02 | 35 | -16.67% |
| 31 Mar, 02 | 42 | 44.83% |
| 31 Dec, 01 | 29 | 26.09% |
| 30 Sep, 01 | 23 | -37.84% |
| 30 Jun, 01 | 37 | 5.71% |
| 31 Mar, 01 | 35 | 20.69% |
| 31 Dec, 00 | 29 | 81.25% |
| 30 Sep, 00 | 16 | -48.39% |
| 30 Jun, 00 | 31 | 82.35% |
| 31 Mar, 00 | 17 | - |
| 31 Dec, 99 | 17 | 13.33% |
| 30 Sep, 99 | 15 | -60.53% |
| 30 Jun, 99 | 38 | 31.03% |
| 31 Mar, 99 | 29 | 866.67% |
| 31 Dec, 98 | 3 | - |
238 institutional shareholders have increased their position in LNC stock as of 30 Jun 24 compared to 234 in the previous quarter (a 1.71% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 168 | -2.89% |
| 31 Mar, 24 | 173 | -10.82% |
| 31 Dec, 23 | 194 | 25.16% |
| 30 Sep, 23 | 155 | -4.91% |
| 30 Jun, 23 | 163 | -9.94% |
| 31 Mar, 23 | 181 | -14.62% |
| 31 Dec, 22 | 212 | -4.50% |
| 30 Sep, 22 | 222 | -0.45% |
| 30 Jun, 22 | 223 | -11.86% |
| 31 Mar, 22 | 253 | 2.02% |
| 31 Dec, 21 | 248 | 6.44% |
| 30 Sep, 21 | 233 | 0.87% |
| 30 Jun, 21 | 231 | 2.67% |
| 31 Mar, 21 | 225 | - |
| 31 Dec, 20 | 225 | 6.64% |
| 30 Sep, 20 | 211 | -3.65% |
| 30 Jun, 20 | 219 | 9.50% |
| 31 Mar, 20 | 200 | -13.04% |
| 31 Dec, 19 | 230 | -1.29% |
| 30 Sep, 19 | 233 | -0.85% |
| 30 Jun, 19 | 235 | -3.29% |
| 31 Mar, 19 | 243 | 5.65% |
| 31 Dec, 18 | 230 | -8.00% |
| 30 Sep, 18 | 250 | - |
| 30 Jun, 18 | 250 | -14.68% |
| 31 Mar, 18 | 293 | 11.83% |
| 31 Dec, 17 | 262 | -2.96% |
| 30 Sep, 17 | 270 | 1.50% |
| 30 Jun, 17 | 266 | -3.62% |
| 31 Mar, 17 | 276 | 9.52% |
| 31 Dec, 16 | 252 | 5.00% |
| 30 Sep, 16 | 240 | 3.00% |
| 30 Jun, 16 | 233 | 14.22% |
| 31 Mar, 16 | 204 | -16.05% |
| 31 Dec, 15 | 243 | 2.97% |
| 30 Sep, 15 | 236 | -8.88% |
| 30 Jun, 15 | 259 | 17.19% |
| 31 Mar, 15 | 221 | 0.45% |
| 31 Dec, 14 | 220 | -6.38% |
| 30 Sep, 14 | 235 | 21.76% |
| 30 Jun, 14 | 193 | -11.87% |
| 31 Mar, 14 | 219 | -14.79% |
| 31 Dec, 13 | 257 | 16.29% |
| 30 Sep, 13 | 221 | 142.86% |
| 30 Jun, 13 | 91 | 13.75% |
| 31 Mar, 13 | 80 | 21.21% |
| 31 Dec, 12 | 66 | -10.81% |
| 30 Sep, 12 | 74 | 15.63% |
| 30 Jun, 12 | 64 | -9.86% |
| 31 Mar, 12 | 71 | 44.90% |
| 31 Dec, 11 | 49 | 28.95% |
| 30 Sep, 11 | 38 | -19.15% |
| 30 Jun, 11 | 47 | 11.90% |
| 31 Mar, 11 | 42 | 2.44% |
| 31 Dec, 10 | 41 | 5.13% |
| 30 Sep, 10 | 39 | -2.50% |
| 30 Jun, 10 | 40 | -11.11% |
| 31 Mar, 10 | 45 | 9.76% |
| 31 Dec, 09 | 41 | -4.65% |
| 30 Sep, 09 | 43 | 34.38% |
| 30 Jun, 09 | 32 | -3.03% |
| 31 Mar, 09 | 33 | -5.71% |
| 31 Dec, 08 | 35 | -44.44% |
| 30 Sep, 08 | 63 | 18.87% |
| 30 Jun, 08 | 53 | 10.42% |
| 31 Mar, 08 | 48 | - |
| 31 Dec, 07 | 48 | -7.69% |
| 30 Sep, 07 | 52 | 30.00% |
| 30 Jun, 07 | 40 | -9.09% |
| 31 Mar, 07 | 44 | -2.22% |
| 31 Dec, 06 | 45 | 21.62% |
| 30 Sep, 06 | 37 | 131.25% |
| 30 Jun, 06 | 16 | -52.94% |
| 31 Mar, 06 | 34 | 3.03% |
| 31 Dec, 05 | 33 | 6.45% |
| 30 Sep, 05 | 31 | 3.33% |
| 30 Jun, 05 | 30 | - |
| 31 Mar, 05 | 30 | 42.86% |
| 31 Dec, 04 | 21 | -38.24% |
| 30 Sep, 04 | 34 | 17.24% |
| 30 Jun, 04 | 29 | 107.14% |
| 31 Mar, 04 | 14 | -46.15% |
| 31 Dec, 03 | 26 | 30.00% |
| 30 Sep, 03 | 20 | 42.86% |
| 30 Jun, 03 | 14 | -22.22% |
| 31 Mar, 03 | 18 | -10.00% |
| 31 Dec, 02 | 20 | 11.11% |
| 30 Sep, 02 | 18 | -25.00% |
| 30 Jun, 02 | 24 | 71.43% |
| 31 Mar, 02 | 14 | 16.67% |
| 31 Dec, 01 | 12 | -33.33% |
| 30 Sep, 01 | 18 | - |
| 30 Jun, 01 | 18 | 38.46% |
| 31 Mar, 01 | 13 | 30.00% |
| 31 Dec, 00 | 10 | -41.18% |
| 30 Sep, 00 | 17 | 112.50% |
| 30 Jun, 00 | 8 | -33.33% |
| 31 Mar, 00 | 12 | 20.00% |
| 31 Dec, 99 | 10 | -16.67% |
| 30 Sep, 99 | 12 | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
168 institutional shareholders have reduced their position in LNC stock as of 30 Jun 24 compared to 173 in the previous quarter (a -2.89% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 521 | -2.43% | 123,975,681 | 1.95% | 72.91% | 1.43% | 238 | 1.71% | 168 | -2.89% |
| 31 Mar, 24 | 534 | 0.38% | 121,604,357 | -1.45% | 71.51% | 1.35% | 234 | -2.50% | 173 | -10.82% |
| 31 Dec, 23 | 532 | 5.56% | 123,391,159 | 0.04% | 72.73% | 1.38% | 240 | 5.26% | 194 | 25.16% |
| 30 Sep, 23 | 504 | -3.82% | 123,339,379 | 0.22% | 72.70% | 1.38% | 228 | -12.31% | 155 | -4.91% |
| 30 Jun, 23 | 524 | 0.38% | 123,073,366 | -4.81% | 72.57% | 1.25% | 260 | 8.33% | 163 | -9.94% |
| 31 Mar, 23 | 522 | -12.56% | 129,297,040 | -5.52% | 76.35% | 1.17% | 240 | -12.09% | 181 | -14.62% |
| 31 Dec, 22 | 597 | -5.98% | 136,854,955 | 2.20% | 80.88% | 1.29% | 273 | 1.49% | 212 | -4.50% |
| 30 Sep, 22 | 635 | -1.40% | 133,905,566 | 2.83% | 79.13% | 1.37% | 269 | -5.94% | 222 | -0.45% |
| 30 Jun, 22 | 644 | -3.30% | 130,220,364 | 1.20% | 76.09% | 1.36% | 286 | 8.75% | 223 | -11.86% |
| 31 Mar, 22 | 666 | -4.03% | 128,670,014 | -3.53% | 74.86% | 1.32% | 263 | -7.39% | 253 | 2.02% |
| 31 Dec, 21 | 694 | 5.15% | 133,377,133 | -5.65% | 75.27% | 1.30% | 284 | 5.19% | 248 | 6.44% |
| 30 Sep, 21 | 660 | 1.85% | 141,360,750 | -2.22% | 75.96% | 1.30% | 270 | 6.72% | 233 | 0.87% |
| 30 Jun, 21 | 648 | 0.15% | 144,571,855 | -1.41% | 76.46% | 1.30% | 253 | -6.30% | 231 | 2.67% |
| 31 Mar, 21 | 647 | 0.78% | 146,632,972 | -2.78% | 76.71% | 1.25% | 270 | -12.34% | 225 | - |
| 31 Dec, 20 | 642 | 14.85% | 150,830,110 | 0.26% | 78.42% | 1.29% | 308 | 32.19% | 225 | 6.64% |
| 30 Sep, 20 | 559 | -4.12% | 150,439,327 | -0.13% | 77.84% | 1.28% | 233 | -12.08% | 211 | -3.65% |
| 30 Jun, 20 | 583 | 8.57% | 150,630,000 | -1.85% | 77.95% | 1.26% | 265 | 9.50% | 219 | 9.50% |
| 31 Mar, 20 | 537 | -16.61% | 153,474,777 | -4.08% | 78.67% | 1.19% | 242 | -3.97% | 200 | -13.04% |
| 31 Dec, 19 | 644 | -1.23% | 159,996,945 | -0.63% | 81.35% | 1.25% | 252 | -5.62% | 230 | -1.29% |
| 30 Sep, 19 | 652 | -3.83% | 161,017,204 | -2.48% | 80.83% | 1.20% | 267 | -8.56% | 233 | -0.85% |
| 30 Jun, 19 | 678 | 1.35% | 165,109,445 | -0.77% | 81.94% | 1.24% | 292 | 1.74% | 235 | -3.29% |
| 31 Mar, 19 | 669 | 1.67% | 166,384,509 | -2.52% | 81.44% | 1.18% | 287 | 1.77% | 243 | 5.65% |
| 31 Dec, 18 | 658 | -3.09% | 170,677,970 | -2.67% | 82.91% | 1.26% | 282 | 12.80% | 230 | -8.00% |
| 30 Sep, 18 | 679 | -1.59% | 175,362,790 | -1.89% | 81.22% | 1.21% | 250 | -12.28% | 250 | - |
| 30 Jun, 18 | 690 | -2.27% | 178,747,219 | -0.60% | 82.00% | 1.21% | 285 | 11.33% | 250 | -14.68% |
| 31 Mar, 18 | 706 | 1.15% | 179,831,592 | 0.11% | 82.35% | 1.21% | 256 | -12.63% | 293 | 11.83% |
| 31 Dec, 17 | 698 | 5.44% | 179,641,987 | -0.92% | 82.37% | 1.22% | 293 | 16.27% | 262 | -2.96% |
| 30 Sep, 17 | 662 | -1.78% | 181,309,987 | -0.61% | 82.11% | 1.23% | 252 | -7.69% | 270 | 1.50% |
| 30 Jun, 17 | 674 | 0.15% | 182,420,841 | -1.59% | 81.60% | 1.21% | 273 | 5.41% | 266 | -3.62% |
| 31 Mar, 17 | 673 | 1.97% | 185,372,370 | -0.18% | 82.16% | 1.22% | 259 | -11.90% | 276 | 9.52% |
| 31 Dec, 16 | 660 | 11.49% | 185,711,607 | 0.96% | 82.05% | 1.29% | 294 | 33.64% | 252 | 5.00% |
| 30 Sep, 16 | 592 | 1.37% | 183,937,199 | -1.44% | 79.61% | 1.28% | 220 | -1.35% | 240 | 3.00% |
| 30 Jun, 16 | 584 | 1.39% | 186,629,319 | -5.06% | 78.93% | 1.19% | 223 | -18.01% | 233 | 14.22% |
| 31 Mar, 16 | 576 | -2.70% | 196,568,956 | 0.48% | 81.34% | 1.26% | 272 | 14.29% | 204 | -16.05% |
| 31 Dec, 15 | 592 | 0.85% | 195,631,537 | -2.10% | 80.23% | 1.25% | 238 | 1.28% | 243 | 2.97% |
| 30 Sep, 15 | 587 | -3.61% | 199,833,252 | -2.93% | 80.18% | 1.20% | 235 | 3.07% | 236 | -8.88% |
| 30 Jun, 15 | 609 | - | 205,854,771 | -2.10% | 81.74% | 1.21% | 228 | -16.18% | 259 | 17.19% |
| 31 Mar, 15 | 609 | - | 210,267,524 | -1.66% | 82.30% | 1.23% | 272 | 1.12% | 221 | 0.45% |
| 31 Dec, 14 | 609 | 4.46% | 213,807,214 | -0.74% | 81.96% | 1.20% | 269 | 22.83% | 220 | -6.38% |
| 30 Sep, 14 | 583 | 1.39% | 215,411,781 | -3.38% | 82.73% | 1.15% | 219 | -12.40% | 235 | 21.76% |
| 30 Jun, 14 | 575 | 1.05% | 222,939,692 | -1.21% | 85.00% | 1.15% | 250 | 5.04% | 193 | -11.87% |
| 31 Mar, 14 | 569 | -0.18% | 225,675,668 | -1.20% | 85.89% | 1.14% | 238 | 15.53% | 219 | -14.79% |
| 31 Dec, 13 | 570 | 4.97% | 228,422,797 | -1.28% | 86.89% | 1.13% | 206 | -10.43% | 257 | 16.29% |
| 30 Sep, 13 | 543 | 10.82% | 231,389,723 | 1.48% | 87.80% | 1.20% | 230 | -32.55% | 221 | 142.86% |
| 30 Jun, 13 | 490 | 137.86% | 228,025,651 | -37.69% | 85.61% | 0.47% | 341 | 274.73% | 91 | 13.75% |
| 31 Mar, 13 | 206 | -2.37% | 365,933,826 | 263.04% | 135.40% | 10.50% | 91 | -13.33% | 80 | 21.21% |
| 31 Dec, 12 | 211 | 10.47% | 100,798,193 | 3.30% | 35.92% | 2.91% | 105 | 17.98% | 66 | -10.81% |
| 30 Sep, 12 | 191 | -0.52% | 97,576,284 | -18.21% | 35.11% | 1.96% | 89 | - | 74 | 15.63% |
| 30 Jun, 12 | 192 | -1.03% | 119,300,862 | 22.46% | 42.29% | 3.72% | 89 | 2.30% | 64 | -9.86% |
| 31 Mar, 12 | 194 | 6.01% | 97,423,890 | -16.25% | 33.70% | 2.35% | 87 | -12.12% | 71 | 44.90% |
| 31 Dec, 11 | 183 | 13.66% | 116,326,058 | 7.66% | 37.86% | 3.01% | 99 | 1.02% | 49 | 28.95% |
| 30 Sep, 11 | 161 | -1.83% | 108,053,677 | -7.78% | 35.45% | 2.50% | 98 | 12.64% | 38 | -19.15% |
| 30 Jun, 11 | 164 | 2.50% | 117,165,943 | 33.28% | 37.63% | 4.83% | 87 | 7.41% | 47 | 11.90% |
| 31 Mar, 11 | 160 | -3.61% | 87,907,858 | 38.42% | 27.91% | 6.65% | 81 | -15.63% | 42 | 2.44% |
| 31 Dec, 10 | 166 | 7.79% | 63,509,114 | -14.99% | 20.49% | 3.68% | 96 | 20.00% | 41 | 5.13% |
| 30 Sep, 10 | 154 | -4.35% | 74,705,211 | -14.06% | 23.59% | 2.89% | 80 | -13.98% | 39 | -2.50% |
| 30 Jun, 10 | 161 | 4.55% | 86,930,938 | 10.93% | 28.55% | 4.25% | 93 | 16.25% | 40 | -11.11% |
| 31 Mar, 10 | 154 | 12.41% | 78,367,273 | 9.85% | 25.93% | 4.00% | 80 | 11.11% | 45 | 9.76% |
| 31 Dec, 09 | 137 | 3.01% | 71,338,967 | -4.17% | 25.48% | 4.19% | 72 | 7.46% | 41 | -4.65% |
| 30 Sep, 09 | 133 | - | 74,443,063 | 0.82% | 24.67% | 3.06% | 67 | -23.86% | 43 | 34.38% |
| 30 Jun, 09 | 133 | 19.82% | 73,840,532 | 33.85% | 28.39% | 6.09% | 88 | 41.94% | 32 | -3.03% |
| 31 Mar, 09 | 111 | -11.90% | 55,166,038 | 1.17% | 21.59% | 4.81% | 62 | -20.51% | 33 | -5.71% |
| 31 Dec, 08 | 126 | -24.10% | 54,526,717 | 13.15% | 21.18% | 5.97% | 78 | 9.86% | 35 | -44.44% |
| 30 Sep, 08 | 166 | 3.11% | 48,189,577 | 25.60% | 18.83% | 8.50% | 71 | -11.25% | 63 | 18.87% |
| 30 Jun, 08 | 161 | -1.23% | 38,368,829 | -6.47% | 14.88% | 6.02% | 80 | -6.98% | 53 | 10.42% |
| 31 Mar, 08 | 163 | - | 41,021,428 | -3.67% | 15.72% | 6.33% | 86 | 2.38% | 48 | - |
| 31 Dec, 07 | 163 | 6.54% | 42,585,697 | -2.24% | 15.76% | 6.03% | 84 | 13.51% | 48 | -7.69% |
| 30 Sep, 07 | 153 | 2.68% | 43,560,459 | 6.56% | 16.17% | 7.08% | 74 | 8.82% | 52 | 30.00% |
| 30 Jun, 07 | 149 | 2.76% | 40,877,374 | 29.56% | 15.11% | 11.48% | 68 | -4.23% | 40 | -9.09% |
| 31 Mar, 07 | 145 | -0.68% | 31,551,417 | -23.15% | 11.47% | 4.33% | 71 | -2.74% | 44 | -2.22% |
| 31 Dec, 06 | 146 | 12.31% | 41,058,390 | -6.31% | 16.27% | 6.54% | 73 | 12.31% | 45 | 21.62% |
| 30 Sep, 06 | 130 | -2.26% | 43,823,642 | -7.13% | 15.77% | 5.52% | 65 | -35.00% | 37 | 131.25% |
| 30 Jun, 06 | 133 | 14.66% | 47,190,340 | 69.20% | 16.90% | 6.58% | 100 | 69.49% | 16 | -52.94% |
| 31 Mar, 06 | 116 | 14.85% | 27,889,945 | 17.93% | 16.03% | 8.58% | 59 | 13.46% | 34 | 3.03% |
| 31 Dec, 05 | 101 | 4.12% | 23,649,204 | -0.92% | 13.67% | 7.11% | 52 | -3.70% | 33 | 6.45% |
| 30 Sep, 05 | 97 | 4.30% | 23,869,348 | -9.20% | 13.86% | 5.95% | 54 | 17.39% | 31 | 3.33% |
| 30 Jun, 05 | 93 | -8.82% | 26,287,286 | -4.71% | 15.27% | 6.06% | 46 | -16.36% | 30 | - |
| 31 Mar, 05 | 102 | 2.00% | 27,586,959 | 15.79% | 15.87% | 8.69% | 55 | - | 30 | 42.86% |
| 31 Dec, 04 | 100 | 5.26% | 23,824,011 | 33.76% | 13.51% | 13.07% | 55 | 19.57% | 21 | -38.24% |
| 30 Sep, 04 | 95 | 1.06% | 17,810,362 | -26.76% | 10.17% | 5.45% | 46 | -13.21% | 34 | 17.24% |
| 30 Jun, 04 | 94 | 11.90% | 24,318,259 | -10.09% | 13.66% | 5.96% | 53 | -3.64% | 29 | 107.14% |
| 31 Mar, 04 | 84 | 5.00% | 27,046,342 | 6.36% | 15.13% | 7.34% | 55 | 25.00% | 14 | -46.15% |
| 31 Dec, 03 | 80 | 2.56% | 25,428,846 | -3.73% | 14.36% | 6.50% | 44 | -4.35% | 26 | 30.00% |
| 30 Sep, 03 | 78 | 27.87% | 26,415,030 | 32.15% | 14.86% | 11.54% | 46 | 17.95% | 20 | 42.86% |
| 30 Jun, 03 | 61 | 7.02% | 19,988,905 | 13.20% | 11.35% | 11.90% | 39 | 30.00% | 14 | -22.22% |
| 31 Mar, 03 | 57 | -5.00% | 17,658,731 | -0.71% | 9.77% | 11.06% | 30 | -6.25% | 18 | -10.00% |
| 31 Dec, 02 | 60 | -1.64% | 17,784,222 | -17.64% | 9.39% | 6.66% | 32 | - | 20 | 11.11% |
| 30 Sep, 02 | 61 | -6.15% | 21,592,218 | -10.65% | 11.88% | 7.03% | 32 | -8.57% | 18 | -25.00% |
| 30 Jun, 02 | 65 | 1.56% | 24,166,437 | -8.18% | 13.00% | 6.55% | 35 | -16.67% | 24 | 71.43% |
| 31 Mar, 02 | 64 | 30.61% | 26,320,125 | 11.80% | 14.09% | 9.06% | 42 | 44.83% | 14 | 16.67% |
| 31 Dec, 01 | 49 | 2.08% | 23,542,357 | -4.70% | 12.47% | 7.36% | 29 | 26.09% | 12 | -33.33% |
| 30 Sep, 01 | 48 | -18.64% | 24,702,320 | -7.69% | 13.02% | 6.32% | 23 | -37.84% | 18 | - |
| 30 Jun, 01 | 59 | 11.32% | 26,760,645 | 11.72% | 14.35% | 8.88% | 37 | 5.71% | 18 | 38.46% |
| 31 Mar, 01 | 53 | 15.22% | 23,954,364 | 24.89% | 12.71% | 12.64% | 35 | 20.69% | 13 | 30.00% |
| 31 Dec, 00 | 46 | 6.98% | 19,180,653 | 1.42% | 10.03% | 10.11% | 29 | 81.25% | 10 | -41.18% |
| 30 Sep, 00 | 43 | -2.27% | 18,912,583 | 40.07% | 9.96% | 19.86% | 16 | -48.39% | 17 | 112.50% |
| 30 Jun, 00 | 44 | 37.50% | 13,502,412 | 47.11% | 7.08% | 31.46% | 31 | 82.35% | 8 | -33.33% |
| 31 Mar, 00 | 32 | - | 9,178,234 | -9.27% | 4.74% | 18.09% | 17 | - | 12 | 20.00% |
| 31 Dec, 99 | 32 | - | 10,115,906 | -48.97% | 5.12% | 5.08% | 17 | 13.33% | 10 | -16.67% |
| 30 Sep, 99 | 32 | -20.00% | 19,823,400 | -25.91% | 10.04% | 5.64% | 15 | -60.53% | 12 | - |
| 30 Jun, 99 | 40 | 25.00% | 26,754,332 | 150.95% | 13.35% | 47.66% | 38 | 31.03% | - | -100.00% |
| 31 Mar, 99 | 32 | 966.67% | 10,661,073 | 13152.13% | 5.29% | 329203.99% | 29 | 866.67% | 1 | - |
| 31 Dec, 98 | 3 | - | 80,448 | - | 0.04% | - | 3 | - | - | - |
Lincoln National Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Lincoln National's stock was made by Reid James Waltman on Aug 12 2024, selling 2,880 shares at $29.59 per share (valued at $85.22K).
Lincoln National Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 12 | 16 | 75.00% |
| Q1 2024 | 24 | 7 | 342.86% |
| Q4 2023 | 11 | - | - |
| Q3 2023 | 13 | 3 | 433.33% |
| Q2 2023 | 17 | 4 | 425.00% |
| Q1 2023 | 36 | 10 | 360.00% |
| Q4 2022 | 28 | 1 | 2800.00% |
| Q3 2022 | 14 | 2 | 700.00% |
| Q2 2022 | 21 | 6 | 350.00% |
| Q1 2022 | 43 | 18 | 238.89% |
| Q4 2021 | 17 | 17 | 100.00% |
| Q3 2021 | 17 | 5 | 340.00% |
| Q2 2021 | 28 | 16 | 175.00% |
| Q1 2021 | 42 | 32 | 131.25% |
| Q4 2020 | 14 | 14 | 100.00% |
| Q3 2020 | 14 | 2 | 700.00% |
| Q2 2020 | 14 | 1 | 1400.00% |
| Q1 2020 | 49 | 18 | 272.22% |
| Q4 2019 | 10 | 5 | 200.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Lincoln National's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | 1 | 1 | 100.00% |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 2 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 4 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 3 | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 4 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 8 | - | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Lincoln National's stocks.
LNC Ownership FAQ
Who Owns Lincoln National?
Lincoln National is owned by institutional shareholders (72.91%), insiders (0.31%), and public (26.79%). The largest institutional shareholder of Lincoln National is VANGUARD GROUP INC (12.18% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (7.33% of total shares).
Who are the major institutional shareholders of Lincoln National?
Lincoln National's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and MORGAN STANLEY. The top five shareholders own together 30.35% of the company's share outstanding.
How many Lincoln National shareholders are there?
As of Jun 2024, there are 521 institutional shareholders of Lincoln National.
What percentage of Lincoln National is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 20.71M shares of Lincoln National, representing 12.18% of the company's total shares outstanding, valued at $644.08M (as of Jun 2024).
What percentage of Lincoln National is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 16.27M shares of Lincoln National (LNC), compromising 9.57% of the company, valued at $505.94M.
What percentage of Lincoln National is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Lincoln National. The company owns 6.15M of the company's shares outstanding (worth $191.2B).