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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 11 listed it in both
Shares listed
20,800,423
combined, among listed positions
Reported value
$926m
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +139,137.

Managers listing LNC in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
MFS Investment Management5,887,841$262m0.08%Trimmed-64,32522 Jan 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc5,208,356$232munder 0.1%Added+3,97517 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,943,422$87m0.11%Added+921,50617 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,381,058$61munder 0.1%Trimmed-40,32819 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,214,186$54munder 0.1%Added+395,17117 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,078,128$48munder 0.1%Added+520,81617 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP980,953$44munder 0.1%Added+241,29213 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC409,936$18munder 0.1%Trimmed-144 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP380,224$17m0.06%Added+24,31313 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP363,384$16m0.12%Added+318,37017 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP244,301$11munder 0.1%Trimmed-86,46713 Feb 2026 (the filing on sec.gov)
Man Group PLC237,379$11munder 0.1%Added+151,30217 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC195,197$8.7munder 0.1%Trimmed-667,02117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP185,361$8.3munder 0.1%Trimmed-32,86917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)177,832$7.9munder 0.1%Added+56617 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC159,520$7.1munder 0.1%Trimmed-40,47417 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP136,840$6.1munder 0.1%Trimmed-215,10317 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP112,156$5.0munder 0.1%Trimmed-172,80913 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC104,591$4.7munder 0.1%Added+97,18612 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC101,724$4.5munder 0.1%Trimmed-3,18213 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC86,911$3.9munder 0.1%Trimmed-307,20513 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd77,353$3.4munder 0.1%Added+5,60017 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP40,813$1.8munder 0.1%Trimmed-2,63613 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC34,015$1.5munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC29,208$1.3munder 0.1%Added+23527 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (1)

Exited (8)

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 →