Position in LNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$303,018,642
+$27,698,180 QoQ
Shares Held
8,571,956
+10.5% QoQ
Ownership
4.48%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. LNC ranks #8 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
This page
|
8,571,956 | $303,018,642 |
All Filings in LNC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,018,642 | 8,571,956 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,320,462 | 7,755,506 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $277,570,050 | 6,233,327 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $231,120,217 | 5,730,727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $158,230,227 | 4,573,128 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $110,761,986 | 3,084,433 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $91,208,073 | 2,876,319 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,848,902 | 2,819,705 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $87,966,751 | 2,828,513 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $79,183,587 | 2,479,912 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $57,380,020 | 2,127,550 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $48,424,346 | 1,961,294 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $45,735,975 | 1,775,465 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,338,585 | 1,750,716 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $85,344,674 | 2,778,147 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $136,179,134 | 3,101,324 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $143,100,668 | 3,059,668 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $189,596,353 | 2,900,801 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $190,270,995 | 2,787,445 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $197,952,493 | 2,879,309 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $177,674,695 | 2,827,414 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $165,563,538 | 2,658,801 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $132,563,831 | 2,634,940 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $76,338,364 | 2,436,590 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $84,335,703 | 2,292,354 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $58,423,820 | 2,219,750 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||