Lincoln National Ownership | Who Owns Lincoln National?

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Lincoln National Ownership Summary

Lincoln National is owned by 73.54% institutional investors, 0.44% insiders, and 26.02% retail investors. Vanguard group is the largest institutional shareholder, holding 11.92% of LNC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.19% of its assets in Lincoln National shares.

LNC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lincoln National	73.54%	0.44%	26.02%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Life Insurance Stocks	46.79%	11.52%	41.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	19.12M	11.92%	$606.35M
Blackrock funding, inc. /de	16.58M	10.33%	$525.65M
Blackrock	16.27M	9.57%	$505.94M
State street	6.15M	3.62%	$191.20M
Massachusetts financial services co /ma/	4.76M	2.97%	$150.85M
Morgan stanley	3.91M	2.30%	$121.55M
Principal financial group	3.14M	1.96%	$99.72M
Dimensional fund advisors lp	2.88M	1.79%	$91.21M
Geode capital management	2.78M	1.73%	$88.23M
Northern trust	2.77M	1.63%	$86.07M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Miller value partners	493.69K	6.69%	$15.65M
Algebris (uk)	698.79K	5.41%	$21.40M
New vernon investment management	17.22K	4.83%	$3.66M
Kempner capital management	158.91K	2.77%	$5.04M
Rk asset management	100.12K	2.60%	$3.17M
Loudon investment management	128.55K	2.32%	$4.08M
Oak harbor wealth partners	219.58K	2.02%	$6.96M
Systematic portfolios	8.87K	1.92%	$275.76K
Access investment management	196.50K	1.81%	$6.23M
Hennessy advisors	1.71M	1.61%	$54.19M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.43M	0.01%	2.43M
Hennessy advisors	1.71M	1.61%	1.71M
Balyasny asset management	1.52M	0.07%	1.14M
Arrowstreet capital, limited partnership	1.54M	0.04%	708.58K
Weiss asset management lp	658.13K	0.43%	658.13K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	42.16K	0.11%	-924.22K
Apg asset management	-	-	-698.78K
Jacobs levy equity management	99.93K	0.01%	-667.97K
Point72 asset management	-	-	-616.29K
Geode capital management	2.78M	0.01%	-591.93K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.43M	0.01%	2.43M	$76.95M
Hennessy advisors	1.71M	1.61%	1.71M	$54.19M
Weiss asset management lp	658.13K	0.43%	658.13K	$20.87M
Susquehanna fundamental investments	288.00K	0.13%	288.00K	$9.13M
Raymond james financial	257.19K	0.00%	257.19K	$8.16M

Sold Out

Holder	Change
Financial network wealth advisors	-5.00
Ruedi wealth management	-8.00
Voisard asset management group	-16.00
Mendota financial group	-16.00
Financial gravity asset management	-18.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	546	-1.97%	117,983,867	-4.28%	73	1.41%	230	-2.54%	187	2.75%
Sep 30, 2024	551	-1.96%	123,106,392	-2.60%	72	1.31%	235	-8.20%	179	-0.56%
Jun 30, 2024	556	3.73%	126,259,121	3.79%	74	1.45%	253	7.66%	179	3.47%
Mar 31, 2024	536	0.37%	121,651,806	-1.45%	71	1.35%	235	-2.08%	173	-11.73%
Dec 31, 2023	534	5.53%	123,435,399	0.04%	72	1.38%	240	5.26%	196	24.84%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	10.54M	6.19%	-
Vanguard US Total Market Shares ETF	5.44M	3.19%	2.92K
Vanguard Total Stock Mkt Idx Inv	5.37M	3.15%	28.33K
Vanguard Small Cap Index	4.35M	2.55%	3.58K
Vanguard Small Cap Value Index Inv	2.86M	1.68%	-10.05K
MFS Mid Cap Value Equity	2.80M	1.64%	-
MFS Mid Cap Value A	2.80M	1.64%	-
Vanguard Institutional Extnd Mkt Idx Tr	2.58M	1.51%	189.00
First Trust Rising Dividend Achiev ETF	1.79M	1.05%	1.18K
iShares S&P Small-Cap 600 Value ETF	1.73M	1.02%	-1.83K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2024	Kennedy John Christopher	EVP, President LFD	Sell	$103.07K
Nov 07, 2024	Woodroffe Sean	EVP, Ch Ppl Culture Comms Off	Sell	$576.57K
May 28, 2024	Woodroffe Sean	EVP, Ch Ppl Culture Comms Off	Sell	$1.80M
Feb 09, 2024	Ryan Owen	-	Buy	$259.00K
May 11, 2023	KELLY GARY C	-	Buy	$200.03K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	1	-

LNC Ownership FAQ

Who Owns Lincoln National?

Lincoln National shareholders are primarily institutional investors at 73.54%, followed by 0.44% insiders and 26.02% retail investors. The average institutional ownership in Lincoln National's industry, Life Insurance Stocks , is 46.79%, which Lincoln National exceeds.

Who owns the most shares of Lincoln National?

Lincoln National’s largest shareholders are Vanguard group (19.12M shares, 11.92%), Blackrock funding, inc. /de (16.58M shares, 10.33%), and Blackrock (16.27M shares, 9.57%). Together, they hold 31.82% of Lincoln National’s total shares outstanding.

Does Blackrock own Lincoln National?

Yes, BlackRock owns 9.57% of Lincoln National, totaling 16.27M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 505.94M$. In the last quarter, BlackRock decreased its holdings by -333K shares, a -2.00% change.

Who is Lincoln National’s biggest shareholder by percentage of total assets invested?

Miller value partners is Lincoln National’s biggest shareholder by percentage of total assets invested, with 6.69% of its assets in 493.68K Lincoln National shares, valued at 15.65M$.

Who is the top mutual fund holder of Lincoln National shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Lincoln National shares, with 6.19% of its total shares outstanding invested in 10.54M Lincoln National shares.

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