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LNC in the 13F filings

Lincoln Natl Corp Ind · CUSIP 534187109

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
16 May 2025
latest of these filings; the earliest 2 May 2025
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 11 listed it in both
Shares listed
15,183,134
combined, among listed positions
Reported value
$544m
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing LNC in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
MFS Investment Management4,854,788$174m0.06%Added+97,6002 May 2025 (the filing on sec.gov)
AQR Capital Management LLC2,041,928$72m0.07%Added+935,22515 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,576,700$57m0.13%Trimmed-503,50015 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,444,488$52m0.09%Trimmed-77,70715 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,406,828$51munder 0.1%Trimmed-136,79614 May 2025 (the filing on sec.gov)
Two Sigma Investments LP910,388$33m0.07%Trimmed-376,00815 May 2025 (the filing on sec.gov)
Marshall Wace LLP877,860$32munder 0.1%Trimmed-193,23415 May 2025 (the filing on sec.gov)
First Eagle Investment Management LLC517,650$19munder 0.1%Trimmed-13,45012 May 2025 (the filing on sec.gov)
Bridgewater Associates LP473,633$17m0.08%Added+92,67114 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC420,169$15m0.06%Trimmed-698,06615 May 2025 (the filing on sec.gov)
Quantbot Technologies LP219,376$7.9m0.25%Added+19,42613 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC188,574$6.8munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Woodline Partners LP166,041$6.0munder 0.1%Newnew15 May 2025 (the filing on sec.gov)
Caxton Associates LLP84,711$3.0m0.11%Newnew16 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LNC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201312$1.1bnn.a.n.a.
Q3 201315$1.5bnn.a.n.a.
Q4 201314$2.0bnn.a.n.a.
Q1 201416$1.8bnn.a.n.a.
Q2 201412$1.7bnn.a.n.a.
Q3 201413$1.7bnn.a.n.a.
Q4 201410$1.5bnn.a.n.a.
Q1 201511$1.3bnn.a.n.a.
Q2 201511$1.7bnn.a.n.a.
Q3 201517$1.4bnn.a.n.a.
Q4 201517$1.3bnn.a.n.a.
Q1 201614$881mn.a.n.a.
Q2 201615$887mn.a.n.a.
Q3 201612$1.0bnn.a.n.a.
Q4 201610$1.2bnn.a.n.a.
Q1 201718$1.3bnn.a.n.a.
Q2 201714$1.2bnn.a.n.a.
Q3 201714$1.3bnn.a.n.a.
Q4 201715$1.5bnn.a.n.a.
Q1 201814$1.4bnn.a.n.a.
Q2 201818$1.4bnn.a.n.a.
Q3 201818$1.3bnn.a.n.a.
Q4 201816$945mn.a.n.a.
Q1 201918$1.1bnn.a.n.a.
Q2 201917$1.2bnn.a.n.a.
Q3 201914$1.2bnn.a.n.a.
Q4 201917$1.4bnn.a.n.a.
Q1 202012$256mn.a.n.a.
Q2 202015$492mn.a.n.a.
Q3 202013$393mn.a.n.a.
Q4 202015$1.1bnn.a.n.a.
Q1 202113$1.2bnn.a.n.a.
Q2 20217$660mn.a.n.a.
Q3 20217$705mn.a.n.a.
Q4 20218$436mn.a.n.a.
Q1 20225$328mn.a.n.a.
Q2 20227$298mn.a.n.a.
Q3 202211$345mn.a.n.a.
Q4 202210$394mn.a.n.a.
Q1 202311$298mn.a.n.a.
Q2 202310$491mn.a.n.a.
Q3 20238$224mn.a.n.a.
Q4 202310$237m82
Q1 202412$349m66
Q2 202413$488m104
Q3 202413$476m102
Q4 202412$497m67
Q1 202514$544m77
Q2 20257$289m43
Q3 202512$581m84
Q4 202511$697m1324
Q1 202611$352m249
Q2 202611$412m1815

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LNC and V →LNC and AXP →LNC and BAC →Choose a stock to compare with LNC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LNC, latest filings →Back to the 13F Explorer →