Titelia

Funds holding Lincoln International Inc

ISIN US5337141015 · United States

Fund holders
84
Of which ETFs
3 81 other funds
Value held
302.3M $
Share of capital
12.8 % of 102.2M shares on Jun 30, 2026
FundSharesValueWeight in fundShare of capital
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,946,60046.5M $0.05 %1.90 %as of Jun 30, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 755,00018M $0.99 %0.74 %as of Jun 30, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 670,57015.3M $0.71 %0.66 %as of May 31, 2026 ↗
AB Small Cap Growth Portfolio AB CAP FUND, INC. 645,04215.4M $0.49 %0.63 %as of Jun 30, 2026 ↗
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 625,00013M $0.46 %0.61 %as of Jul 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 592,31613.5M $0.01 %0.58 %as of May 31, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 537,59512.3M $0.49 %0.53 %as of May 31, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 489,79210.2M $0.41 %0.48 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 452,2509.4M $0.38 %0.44 %as of Jul 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 430,9919M $0.21 %0.42 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 417,2009.5M $0.01 %0.41 %as of May 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 408,1199.7M $0.10 %0.40 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 364,0008.3M $0.00 %0.36 %as of May 31, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 333,1598M $0.97 %0.33 %as of Jun 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 281,1196.7M $0.36 %0.28 %as of Jun 30, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 269,1956.4M $0.96 %0.26 %as of Jun 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 261,5406.2M $0.21 %0.26 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 248,9515.9M $0.06 %0.24 %as of Jun 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 238,3005.7M $0.02 %0.23 %as of Jun 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 219,5945.2M $0.46 %0.21 %as of Jun 30, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 216,7225.2M $0.87 %0.21 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 187,9764.3M $0.46 %0.18 %as of May 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 172,5674.1M $0.15 %0.17 %as of Jun 30, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 164,7853.8M $0.01 %0.16 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 160,0133.8M $0.15 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 146,4003.3M $0.01 %0.14 %as of May 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 132,9123.2M $0.24 %0.13 %as of Jun 30, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 112,6012.7M $0.22 %0.11 %as of Jun 30, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 110,0002.6M $0.32 %0.11 %as of Jun 30, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 99,1542.1M $0.03 %0.10 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 88,1822M $0.04 %0.09 %as of May 29, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 78,9711.9M $0.10 %0.08 %as of Jun 30, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 78,5371.9M $0.89 %0.08 %as of Jun 30, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 74,9291.8M $0.41 %0.07 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 73,2001.5M $0.02 %0.07 %as of Jul 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 67,1911.6M $0.22 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 63,1491.5M $0.00 %0.06 %as of Jun 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 61,4001.5M $0.02 %0.06 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 58,9711.2M $0.02 %0.06 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 57,2751.3M $0.00 %0.06 %as of May 31, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 53,4001.3M $0.05 %0.05 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 52,2001.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. 49,2811.1M $0.02 %0.05 %as of May 29, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 47,9351.1M $0.10 %0.05 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 40,000832K $0.09 %0.04 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 39,200815.4K $0.02 %0.04 %as of Jul 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 33,097790K $0.25 %0.03 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 31,970763.1K $0.47 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 31,840760K $0.24 %0.03 %as of Jun 30, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 31,168648.3K $0.22 %0.03 %as of Jul 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 30,022716.6K $0.10 %0.03 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 27,934666.8K $0.02 %0.03 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 23,326556.8K $0.21 %0.02 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 21,955524.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 18,100432K $0.03 %0.02 %as of Jun 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 17,200410.6K $0.08 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 16,032382.7K $0.04 %0.02 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 15,991381.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 15,700358.3K $0.01 %0.02 %as of May 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 14,779352.8K $0.77 %0.01 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 14,182338.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 13,865331K $0.04 %0.01 %as of Jun 30, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 11,850282.9K $0.49 %0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 9,600199.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 9,426225K $0.48 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,933181K $0.00 %0.01 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 7,200164.3K $0.03 %0.01 %as of May 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 5,500125.5K $0.02 %0.01 %as of May 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 4,30089.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 4,04684.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 3,03572.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 2,90069.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 2,82167.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Core Equity Fund Putnam Variable Trust 2,81167.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 2,41357.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 1,90045.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 1,46835K $0.25 %0.00 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,12026.7K $0.00 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 96122.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 90018.7K $0.09 %0.00 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 77617.7K $0.00 %0.00 %as of May 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 75017.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2916.6K $0.00 %0.00 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1272.9K $0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 0.99 %as of Jun 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 0.97 %as of Jun 30, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.96 %as of Jun 30, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 0.89 %as of Jun 30, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 0.87 %as of Jun 30, 2026 ↗
Baron Financials ETF Baron ETF Trust 0.77 %as of Jun 30, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 0.71 %as of May 31, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 0.49 %as of Jun 30, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 0.49 %as of May 31, 2026 ↗
AB Small Cap Growth Portfolio AB CAP FUND, INC. 0.49 %as of Jun 30, 2026 ↗

Declared shareholders of Lincoln International Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Lawrence James Lawson III and 4 others31.20 %16,270,715as of Aug 12, 2026 · SCHEDULE 13D
FMR LLC and 1 other10.00 %3,470,108as of Jun 30, 2026 · SCHEDULE 13G
Millennium Management LLC and 2 others5.60 %2,029,417as of Sep 14, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Lincoln International Inc". https://titelia.com/en/stocks/lincoln-international-inc-US5337141015