Position in LNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,921,971
-$4,578,106 QoQ
Shares Held
535,275
-19.1% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,007,475
PutShares
28,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $441,906,695 across 14 Insurance - Life names. LNC ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
905,956 | $106,223,341 | |
| 2 | MET |
Metlife Inc
|
1,124,034 | $95,104,516 | |
| 3 | PRU |
Prudential Financial Inc
|
868,427 | $93,729,326 | |
| 4 | GL |
Globe Life Inc.
|
218,228 | $38,992,979 | |
| 5 | UNM |
Unum Group
|
304,046 | $27,181,712 | |
| 6 | MFC |
Manulife Financial Corp
|
646,853 | $26,204,015 | |
| 7 | JXN |
Jackson Financial Inc.
|
230,768 | $23,628,335 | |
| 8 | LNC |
Lincoln National Corp
This page
|
535,275 | $18,921,971 |
All Filings in LNC
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,921,971 | 535,275 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $1,007,475 | 28,500 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $749,050 | 21,100 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $23,500,077 | 661,974 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,793,353 | 130,100 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $23,206,052 | 521,133 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,081,764 | 150,800 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $20,074,055 | 497,745 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,882,240 | 54,400 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $23,481,982 | 678,670 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,010,797 | 585,096 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $5,785,101 | 161,100 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $23,507,574 | 741,330 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,823,296 | 89,600 | Put | Sole | 2024-11-08 | |
| 2024-09-30 | $10,853,682 | 344,452 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,226,302 | 232,357 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $289,230 | 9,300 | Put | Sole | 2024-08-07 | |
| 2024-03-31 | $7,353,191 | 230,291 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,487,909 | 203,482 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $212,334 | 8,600 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $4,951,480 | 200,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,808,924 | 458,421 | Shares | Sole | 2023-07-31 | |
| 2023-06-30 | $2,380,224 | 92,400 | Put | Sole | 2023-07-31 | |
| 2023-03-31 | $4,694,409 | 208,919 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,203,297 | 104,274 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,283,683 | 97,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,273,561 | 91,374 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,417,086 | 52,281 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,512,386 | 51,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,416,462 | 49,694 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,816,928 | 44,827 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,865,976 | 46,025 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,482,999 | 49,354 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,103,630 | 35,226 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,392,611 | 37,853 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,164,975 | 44,262 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||