Lincoln National Ownership | Who Owns Lincoln National?

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Lincoln National Ownership Summary

Lincoln National is owned by 74.25% institutional investors, 0.31% insiders, and 25.45% retail investors. Vanguard group is the largest institutional shareholder, holding 12.18% of LNC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in Lincoln National shares.

LNC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lincoln National	74.25%	0.31%	25.45%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Life Insurance Stocks	60.14%	7.66%	32.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	20.71M	12.18%	$644.08M
Blackrock	16.27M	9.57%	$505.94M
State street	6.15M	3.62%	$191.20M
Massachusetts financial services co /ma/	4.57M	2.69%	$142.15M
Morgan stanley	3.91M	2.30%	$121.55M
Geode capital management	3.22M	1.89%	$100.19M
Principal financial group	3.09M	1.81%	$95.98M
Dimensional fund advisors lp	2.83M	1.66%	$87.97M
Northern trust	2.77M	1.63%	$86.07M
Hsbc	2.76M	1.63%	$86.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Miller value partners	329.77K	6.55%	$10.26M
Algebris (uk)	564.63K	5.29%	$16.44M
Kempner capital management	158.91K	2.62%	$4.94M
Rk asset management	95.67K	2.57%	$2.98M
Loudon investment management	120.23K	2.20%	$3.74M
Oak harbor wealth partners	219.58K	2.15%	$6.83M
Access investment management	201.50K	2.04%	$6.27M
Systematic portfolios	8.87K	1.92%	$275.76K
Easterly investment partners	598.05K	1.63%	$18.60M
Allen wealth management	46.11K	1.28%	$1.43M

Top Buyers

Holder	Shares	% Assets	Change
Massachusetts financial services co /ma/	4.57M	0.04%	4.57M
Norges bank	1.88M	0.01%	1.88M
Principal financial group	3.09M	0.06%	1.15M
Aqr capital management	2.15M	0.10%	711.95K
Two sigma advisers, lp	2.15M	0.15%	477.00K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	20.71M	0.01%	-1.14M
Balyasny asset management	972.83K	0.05%	-1.03M
Hsbc	2.76M	0.05%	-843.66K
Apg asset management	-	-	-698.78K
Jacobs levy equity management	99.93K	0.01%	-667.97K

New Positions

Holder	Shares	% Assets	Change	Value
Massachusetts financial services co /ma/	4.57M	0.04%	4.57M	$142.15M
Norges bank	1.88M	0.01%	1.88M	$58.44M
Bridgewater associates, lp	137.85K	0.02%	137.85K	$4.29M
Twin tree management, lp	137.50K	0.01%	137.50K	$4.28M
Icon advisers inc/co	108.33K	0.76%	108.33K	$3.39M

Sold Out

Holder	Change
Financial network wealth advisors	-5.00
Ruedi wealth management	-8.00
Abound wealth management	-14.00
Financial gravity asset management	-18.00
Avion wealth	-21.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	506	-3.80%	123,388,175	0.21%	72	1.38%	228	-12.64%	157	-4.27%
Jun 30, 2023	526	0.38%	123,124,283	-4.80%	72	1.24%	261	8.30%	164	-9.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	10.80M	6.34%	-
Vanguard Total Stock Mkt Idx Inv	5.43M	3.19%	-11.27K
Vanguard Small Cap Index	4.27M	2.51%	8.35K
Vanguard Small Cap Value Index Inv	2.88M	1.69%	-996.00
MFS Mid Cap Value Equity	2.80M	1.64%	-11.53K
MFS Mid Cap Value A	2.80M	1.64%	-11.53K
Vanguard Institutional Extnd Mkt Idx Tr	2.52M	1.48%	-71.47K
iShares S&P Small-Cap 600 Value ETF	1.76M	1.03%	-
HGK Fixed Income Pension Co	1.67M	0.98%	1.67M
SPDR® Portfolio S&P 600™ Sm Cap ETF	1.51M	0.89%	11.36K

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
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	1	-
2023 Q4	-	-

LNC Ownership FAQ

Who Owns Lincoln National?

Lincoln National shareholders are primarily institutional investors at 74.25%, followed by 0.31% insiders and 25.44% retail investors. The average institutional ownership in Lincoln National's industry, Life Insurance Stocks , is 60.14%, which Lincoln National exceeds.

Who owns the most shares of Lincoln National?

Lincoln National’s largest shareholders are Vanguard group (20.71M shares, 12.18%), Blackrock (16.27M shares, 9.57%), and State street (6.15M shares, 3.62%). Together, they hold 25.36% 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 6.55% of its assets in 329.78K Lincoln National shares, valued at 10.26M$.

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 6.34% of its total shares outstanding invested in 10.8M Lincoln National shares.

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