O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in LNC — Lincoln National Corp
CIK 1423442
Stamford, CT
Position in LNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$844,404
-$1,055,840 QoQ
Shares Held
23,887
-55.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 614 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $191,732,569 across 14 Insurance - Life names. LNC ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
956,951 | $80,967,622 | |
| 2 | AFL |
Aflac Inc
|
330,118 | $38,706,335 | |
| 3 | PRU |
Prudential Financial Inc
|
213,210 | $23,011,754 | |
| 4 | MFC |
Manulife Financial Corp
|
459,604 | $18,618,557 | |
| 5 | UNM |
Unum Group
|
110,974 | $9,921,074 | |
| 6 | PRI |
Primerica, Inc.
|
22,504 | $6,395,636 | |
| 7 | JXN |
Jackson Financial Inc.
|
47,316 | $4,844,685 | |
| 8 | GL |
Globe Life Inc.
|
20,857 | $3,726,728 |
All Filings in LNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,404 | 23,887 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,900,244 | 53,528 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,240,180 | 72,764 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,407,902 | 59,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,855,805 | 53,636 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,553,086 | 154,639 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $902,276 | 28,454 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,717,168 | 54,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,644,474 | 52,877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $525,727 | 16,465 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $442,982 | 16,425 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $347,012 | 13,471 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $456,657 | 20,323 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $666,746 | 21,704 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,869,116 | 42,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,464,509 | 31,313 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,330,794 | 20,361 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,106,221 | 16,206 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,239,218 | 18,025 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,702,702 | 106,663 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,326,545 | 165,835 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $813,563 | 16,171 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,665 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,287 | 334 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,184 | 121 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||