Lincoln National Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 19.90 M | $802.72 M | 6.32% | 11.23% |
| BLACKROCK, INC. | 11/12/2025 | 18.43 M | $743.18 M | 11.80% | 10.40% |
| STATE STREET CORP | 11/14/2025 | 5.98 M | $241.07 M | -3.58% | 3.37% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 5.95 M | $240.05 M | 21.06% | 3.36% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 5.73 M | $231.12 M | 25.31% | 3.23% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 5.20 M | $209.89 M | 36.93% | 2.94% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 4.88 M | $196.80 M | 5.05% | 2.75% |
| MORGAN STANLEY | 11/14/2025 | 4.24 M | $170.90 M | 8.55% | 2.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.94 M | $118.77 M | 1.60% | 1.66% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 2.61 M | $105.45 M | -4.44% | 1.48% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.44 M | $98.28 M | 71.77% | 1.38% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 2.33 M | $94.07 M | -16.50% | 1.32% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 2.32 M | $93.54 M | 83.69% | 1.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 2.07 M | $83.37 M | 0.39% | 1.17% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.02 M | $81.53 M | -18.19% | 1.14% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.90 M | $76.73 M | -0.46% | 1.07% |
| UBS GROUP AG | 11/13/2025 | 1.76 M | $70.91 M | 27.81% | 0.99% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.58 M | $63.56 M | 2.44% | 0.89% |
| INVESCO LTD. | 11/13/2025 | 1.42 M | $57.32 M | -11.21% | 0.80% |
| HSBC HOLDINGS PLC | 11/13/2025 | 1.23 M | $48.98 M | -25.44% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.19 M | $48.14 M | -1.61% | 0.67% |
| BARCLAYS PLC | 11/12/2025 | 1.15 M | $46.32 M | -16.55% | 0.65% |
| ALGEBRIS (UK) LTD | 10/31/2025 | 1.09 M | $44.04 M | -27.58% | 0.62% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 1.02 M | $41.21 M | 6,172.50% | 0.58% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 902.41 K | $36.39 M | -7.80% | 0.51% |
| CITADEL ADVISORS LLC | 11/14/2025 | 862.22 K | $34.77 M | -1.38% | 0.49% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 819.02 K | $33.03 M | -22.30% | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 817.56 K | $32.97 M | -5.66% | 0.46% |
| MARSHALL WACE, LLP | 11/13/2025 | 739.66 K | $29.83 M | 100.00% | 0.42% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 658.13 K | $26.54 M | 13.07% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 625.80 K | $25.24 M | 17.23% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 587.50 K | $23.69 M | -1.53% | 0.33% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/07/2025 | 569.18 K | $22.96 M | 3.39% | 0.32% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 557.31 K | $22.48 M | -6.63% | 0.31% |
| AMUNDI | 11/14/2025 | 553.14 K | $22.26 M | 46.26% | 0.31% |
| MILLER VALUE PARTNERS, LLC | 11/14/2025 | 520.68 K | $21.00 M | -8.57% | 0.29% |
| EASTERLY INVESTMENT PARTNERS LLC | 11/12/2025 | 517.90 K | $20.89 M | -8.20% | 0.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 514.96 K | $20.77 M | -7.05% | 0.29% |
| LPL FINANCIAL LLC | 11/12/2025 | 497.75 K | $20.07 M | -26.66% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 496.50 K | $20.02 M | -4.11% | 0.28% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 494.56 K | $19.95 M | -38.84% | 0.28% |
| DAYMARK WEALTH PARTNERS, LLC | 10/22/2025 | 453.77 K | $18.30 M | -2.12% | 0.26% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 451.77 K | $18.22 M | -0.12% | 0.26% |
| SEI INVESTMENTS CO | 11/13/2025 | 440.14 K | $17.75 M | 13.04% | 0.25% |
| TWIN TREE MANAGEMENT, LP | 11/13/2025 | 432.50 K | $17.44 M | -17.46% | 0.24% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 409.95 K | $16.53 M | -10.62% | 0.23% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 394.12 K | $15.89 M | -33.52% | 0.22% |
| RHUMBLINE ADVISERS | 11/06/2025 | 393.71 K | $15.88 M | -0.28% | 0.22% |
| CBOE VEST FINANCIAL, LLC | 10/30/2025 | 384.80 K | $15.52 M | 8.90% | 0.22% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 11/13/2025 | 355.91 K | $14.35 M | 100.00% | 0.20% |
Lincoln National Corporation institutional Ownership - FAQ's
During the previous two years, 984 institutional investors and hedge funds held shares of Lincoln National Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 19.9 M
BlackRock, Inc.: 18.43 M
STATE STREET CORP: 5.98 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 5.95 M
DIMENSIONAL FUND ADVISORS LP: 5.73 M
PRICE T ROWE ASSOCIATES INC /MD/: 5.2 M
75.74% of Lincoln National Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 202.45 M shares in the last 24 months. This purchase volume represents approximately $8.61 B in transactions.