Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,760,086
-$484,730 QoQ
Shares Held
1,492,506
-0.5% QoQ
Ownership
0.780%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#23
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$161,820
PutShares
6,000
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, 2026HSBC HOLDINGS PLC holds $757,456,638 across 13 Insurance - Life names. LNC ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
2,568,764 | $217,343,118 | |
| 2 | JXN |
Jackson Financial Inc.
|
1,749,644 | $179,146,047 | |
| 3 | AFL |
Aflac Inc
|
1,000,982 | $117,365,137 | |
| 4 | PRU |
Prudential Financial Inc
|
967,674 | $104,441,052 | |
| 5 | BHF |
Brighthouse Financial, Inc.
|
865,171 | $54,765,324 | |
| 6 | LNC |
Lincoln National Corp
This page
|
1,492,506 | $52,760,086 | |
| 7 | GL |
Globe Life Inc.
|
131,212 | $23,444,958 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
61,597 | $3,140,214 |
All Filings in LNC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,760,086 | 1,492,506 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $53,244,816 | 1,499,854 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $60,586,938 | 1,360,587 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $49,492,934 | 1,227,199 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,951,460 | 1,645,996 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $74,709,353 | 2,080,461 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $70,711,555 | 2,229,945 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $71,624,120 | 2,273,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,938,878 | 2,763,308 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $115,170,392 | 3,606,965 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $161,820 | 6,000 | Put | Defined | 2024-02-12 | |
| 2023-12-31 | $114,811,154 | 4,256,995 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $105,659,916 | 4,279,462 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,992,931 | 193,825 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,288,226 | 457,865 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,366,058 | 402,541 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,027,224 | 319,454 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,470,569 | 352,161 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,474,731 | 175,562 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,058,956 | 191,312 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,631,618 | 227,369 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,194,998 | 257,718 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,894,553 | 223,134 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,327,802 | 145,653 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $6,717,496 | 214,411 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,917,523 | 160,846 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,864,696 | 146,835 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||