Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,889,255
+$3,726,359 QoQ
Shares Held
817,235
+15.3% QoQ
Ownership
0.427%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$47,000
PutShares
9,800
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, 2026WELLS FARGO & COMPANY/MN holds $1,687,432,112 across 17 Insurance - Life names. LNC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
8,636,237 | $1,012,598,787 | |
| 2 | MFC |
Manulife Financial Corp
|
6,721,908 | $272,304,491 | |
| 3 | MET |
Metlife Inc
|
1,450,511 | $122,727,733 | |
| 4 | PRU |
Prudential Financial Inc
|
954,464 | $103,015,297 | |
| 5 | PRI |
Primerica, Inc.
|
261,568 | $74,337,623 | |
| 6 | LNC |
Lincoln National Corp
This page
|
817,235 | $28,889,255 | |
| 7 | JXN |
Jackson Financial Inc.
|
265,380 | $27,172,255 | |
| 8 | GL |
Globe Life Inc.
|
121,201 | $21,656,192 |
All Filings in LNC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,889,255 | 817,235 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,162,896 | 708,814 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $33,260,301 | 746,919 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $36,394,193 | 902,410 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,863,157 | 978,704 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,961,557 | 945,741 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $31,171,912 | 983,031 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $31,828,596 | 1,010,111 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,664,579 | 953,845 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,729,525 | 962,403 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $25,952,313 | 962,266 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,225,923 | 819,195 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,193,649 | 783,915 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $11,750,550 | 522,944 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,467,129 | 373,279 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,989,794 | 409,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,956,452 | 383,931 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $26,526,420 | 405,851 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,509,259 | 520,206 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $35,412,711 | 515,094 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,583,767 | 534,433 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $29,312,168 | 470,727 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,825,079 | 433,812 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,723,473 | 342,275 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $13,871,741 | 377,052 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $47,000 | 9,800 | Put | Defined | 2020-05-14 | |
| 2020-03-31 | $14,163,922 | 538,143 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||