Lincoln National Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 19.55 M | $615.87 M | -5.62% | 11.46% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 16.55 M | $521.40 M | 100.00% | 9.70% |
| STATE STREET CORP | 11/14/2024 | 6.23 M | $196.24 M | 1.30% | 3.65% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 4.76 M | $150.10 M | 4.22% | 2.79% |
| MORGAN STANLEY | 11/14/2024 | 3.80 M | $119.75 M | -2.77% | 2.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.37 M | $106.32 M | 4.74% | 1.98% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 3.31 M | $104.28 M | 7.23% | 1.94% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.82 M | $88.85 M | -0.31% | 1.65% |
| CITADEL ADVISORS LLC | 11/14/2024 | 2.76 M | $86.82 M | -8.06% | 1.61% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 2.57 M | $81.01 M | -0.65% | 1.51% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 2.36 M | $74.21 M | 9.68% | 1.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.12 M | $66.92 M | -0.36% | 1.24% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.12 M | $66.75 M | -5.84% | 1.24% |
| INVESCO LTD. | 11/12/2024 | 1.77 M | $55.84 M | 13.01% | 1.04% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 11/14/2024 | 1.77 M | $55.77 M | 0.00% | 1.04% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 1.74 M | $54.89 M | 3.53% | 1.02% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.56 M | $49.06 M | -25.69% | 0.91% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.47 M | $45.55 M | -31.77% | 0.86% |
| MARSHALL WACE, LLP | 11/14/2024 | 1.42 M | $44.89 M | 20.03% | 0.84% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.07 M | $33.70 M | 0.89% | 0.63% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 1.07 M | $33.68 M | -15.31% | 0.63% |
| TWIN TREE MANAGEMENT, LP | 11/13/2024 | 1.06 M | $33.44 M | -3.35% | 0.62% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.01 M | $31.83 M | 5.90% | 0.59% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 966,379 | $30.67 M | 3,488.22% | 0.57% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 835,040 | $26.31 M | 1,711.21% | 0.49% |
| UBS GROUP AG | 11/14/2024 | 830,562 | $26.17 M | -16.31% | 0.49% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 825,412 | $26.01 M | 12.42% | 0.48% |
| ALGEBRIS (UK) LTD | 11/13/2024 | 822,462 | $23.25 M | 45.66% | 0.48% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 822,050 | $25.90 M | 57.16% | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 819,900 | $25.84 M | 16.65% | 0.48% |
| MACQUARIE GROUP LTD | 11/14/2024 | 684,652 | $21.57 M | 3.22% | 0.40% |
| JUPITER ASSET MANAGEMENT LTD | 11/12/2024 | 646,758 | $20.38 M | -25.01% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 646,300 | $20.36 M | 9.97% | 0.38% |
| EASTERLY INVESTMENT PARTNERS LLC | 11/01/2024 | 628,329 | $19.80 M | 5.06% | 0.37% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 625,582 | $19.71 M | 0.41% | 0.37% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 600,212 | $18.91 M | 167.69% | 0.35% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 569,412 | $17.94 M | -0.30% | 0.33% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 532,881 | $16.79 M | -25.48% | 0.31% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 520,100 | $16.39 M | 17.22% | 0.30% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/14/2024 | 508,160 | $16.01 M | 4.07% | 0.30% |
| JANE STREET GROUP, LLC | 11/15/2024 | 492,800 | $15.53 M | 100.00% | 0.29% |
| WALLEYE TRADING LLC | 11/14/2024 | 473,200 | $14.91 M | 34.28% | 0.28% |
| CITADEL ADVISORS LLC | 11/14/2024 | 463,400 | $14.60 M | 13.80% | 0.27% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 427,117 | $13.46 M | -18.74% | 0.25% |
| RHUMBLINE ADVISERS | 11/12/2024 | 425,285 | $13.40 M | -1.32% | 0.25% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 11/14/2024 | 400,904 | $12.63 M | -2.29% | 0.24% |
| ROYAL BANK OF CANADA | 11/14/2024 | 389,627 | $12.28 M | -29.94% | 0.23% |
| MILLER VALUE PARTNERS, LLC | 11/14/2024 | 383,215 | $12.08 M | 16.21% | 0.22% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 379,436 | $11.96 M | -61.00% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 361,076 | $11.38 M | -3.48% | 0.21% |
Lincoln National Corporationinstitutional Ownership - FAQ's
During the previous two years, 874 institutional investors and hedge funds held shares of Lincoln National Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 19.55 M
BlackRock Funding, Inc. /DE: 16.55 M
STATE STREET CORP: 6.23 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 4.76 M
MORGAN STANLEY: 3.8 M
GEODE CAPITAL MANAGEMENT, LLC: 3.37 M
72.22% of Lincoln National Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 180.99 M shares in the last 24 months. This purchase volume represents approximately $5.61 B in transactions.