Position in LNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$128,398,052
-$2,697,835 QoQ
Shares Held
3,632,194
-1.6% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,509,234,906 across 18 Insurance - Life names. LNC ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
12,532,097 | $1,060,340,719 | |
| 2 | AFL |
Aflac Inc
|
8,040,706 | $942,772,772 | |
| 3 | PRU |
Prudential Financial Inc
|
5,881,885 | $634,831,838 | |
| 4 | MFC |
Manulife Financial Corp
|
12,975,847 | $525,651,557 | |
| 5 | GL |
Globe Life Inc.
|
1,940,584 | $346,743,545 | |
| 6 | UNM |
Unum Group
|
3,249,453 | $290,501,092 | |
| 7 | PUK |
Prudential PLC
|
5,008,698 | $134,283,190 | |
| 8 | LNC |
Lincoln National Corp
This page
|
3,632,194 | $128,398,052 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,398,052 | 3,632,194 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $131,095,887 | 3,692,842 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $180,921,065 | 4,062,903 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $170,903,934 | 4,237,638 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $135,074,102 | 3,903,876 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $140,542,898 | 3,913,754 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $123,404,341 | 3,891,654 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $119,749,841 | 3,800,376 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $121,553,256 | 3,908,465 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $140,261,493 | 4,392,781 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $114,573,731 | 4,248,192 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $131,188,333 | 5,313,420 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $121,778,925 | 4,727,443 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $83,231,232 | 3,704,105 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $133,134,422 | 4,333,803 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $174,860,066 | 3,982,238 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $183,319,500 | 3,919,596 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $114,332,413 | 1,749,272 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $112,713,638 | 1,651,240 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $115,848,626 | 1,685,071 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $99,777,787 | 1,587,807 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $98,242,878 | 1,577,692 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $96,586,040 | 1,919,818 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $52,110,215 | 1,663,269 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $53,531,103 | 1,455,045 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,732,127 | 1,281,616 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||