MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in LNC — Lincoln National Corp

CIK 912938 Boston, MA

Position in LNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$225,287,915

+$16,500,631 QoQ

Shares Held

6,373,067

+8.4% QoQ

Ownership

3.33%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

of 614 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 83% Shared 15% None 1%

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $524,981,495 across 3 Insurance - Life names. LNC ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp This page	6,373,067	$225,287,915
2	MFC	Manulife Financial Corp	5,268,602	$213,431,065
3	MET	Metlife Inc	1,019,531	$86,262,515

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,287,915	6,373,067	+8.4%	Shares	Defined	2026-08-03
2026-03-31	$208,787,284	5,881,332	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$262,185,555	5,887,841	-1.1%	Shares	Sole	2026-01-22
2025-09-30	$240,050,853	5,952,166	+21.1%	Shares	Sole	2025-10-29
2025-06-30	$170,116,469	4,916,661	+1.3%	Shares	Sole	2025-08-08
2025-03-31	$174,335,435	4,854,788	+2.1%	Shares	Sole	2025-05-02
2024-12-31	$150,850,430	4,757,188	-0.1%	Shares	Sole	2025-02-12
2024-09-30	$150,104,280	4,763,703	+4.2%	Shares	Sole	2024-11-12
2024-06-30	$142,148,085	4,570,678	+29828.5%	Shares	Sole	2024-08-09
2023-03-31	$343,161	15,272	-1.9%	Shares	Sole	2023-05-10
2022-12-31	$478,248	15,568	-36.8%	Shares	Sole	2023-02-13
2022-09-30	$1,081,678	24,634	+1.0%	Shares	Sole	2022-11-09
2022-06-30	$1,140,299	24,381	+15.6%	Shares	Sole	2022-08-09
2022-03-31	$1,378,965	21,098	-57.0%	Shares	Sole	2022-05-11
2020-12-31	$2,466,799	49,032	-26.2%	Shares	Sole	2021-05-12
2020-09-30	$2,080,656	66,411	-6.8%	Shares	Sole	2020-11-12
2020-06-30	$2,622,133	71,273	-95.7%	Shares	Sole	2020-11-20
2020-03-31	$43,799,217	1,664,104	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.