Titelia

Fund shareholders of Lincoln National Corp

ISIN US5341871094 · United States · LEI EFQMQROEDSNBRIP7LE47

Fund shareholders
363
Of which ETFs
109 254 other funds
Value held
≈ 2.7B $ 2.7B $ · 22.9M SEK
Share of capital
36.8 % of 191.4M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 93,2074.3M $0.01 %0.05 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,8694.2M $0.08 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 91,4203.2M $0.01 %0.05 %as of Jun 30, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 89,6003.2M $0.03 %0.05 %as of Jun 30, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 84,6413M $4.27 %0.04 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 80,5952.8M $0.08 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 79,8303.6M $0.43 %0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 78,8302.8M $0.19 %0.04 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 77,6533.5M $0.08 %0.04 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 74,5653.4M $0.17 %0.04 %as of Jul 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 73,6312.6M $0.22 %0.04 %as of May 29, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 73,5502.6M $0.28 %0.04 %as of Jun 30, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 71,9822.5M $0.69 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 71,2043.2M $0.36 %0.04 %as of Jul 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 70,2762.5M $0.59 %0.04 %as of Jun 30, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 69,9002.5M $0.66 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 67,8573.1M $0.02 %0.04 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 63,4132.9M $0.46 %0.03 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 63,1772.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 63,1432.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 62,8712.9M $0.11 %0.03 %as of Jul 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 60,7412.1M $0.83 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 60,2002.1M $0.07 %0.03 %as of Jun 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 59,8002.7M $0.39 %0.03 %as of Jul 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 59,1002.7M $0.22 %0.03 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 57,9732.6M $0.02 %0.03 %as of Jul 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 57,9702M $0.10 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 57,7192.6M $0.89 %0.03 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 57,5422M $0.30 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 56,8662M $0.32 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 56,5522M $0.32 %0.03 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 56,1812M $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 56,0052.6M $0.03 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 53,9452.5M $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 53,4852.4M $0.01 %0.03 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 51,70017.5M SEK0.06 %0.03 %as of Mar 31, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 51,2001.8M $0.91 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 50,7181.8M $0.03 %0.03 %as of May 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 49,5092.3M $0.04 %0.03 %as of Jul 31, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 48,9571.7M $0.16 %0.03 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 48,4471.7M $0.22 %0.03 %as of Jun 30, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 48,3501.7M $0.09 %0.03 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 47,8002.2M $0.17 %0.02 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 46,8271.7M $0.35 %0.02 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 46,7661.7M $0.07 %0.02 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 45,0971.6M $0.08 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 45,0441.6M $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 44,6662M $0.02 %0.02 %as of Jul 31, 2026 ↗
MFS Global Total Return Fund MFS Series Trust VI 44,3552M $0.16 %0.02 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 41,7201.9M $0.32 %0.02 %as of Jul 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 41,1141.5M $0.01 %0.02 %as of Jun 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 41,0151.4M $1.14 %0.02 %as of May 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 40,8581.9M $0.20 %0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 40,6821.9M $0.08 %0.02 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 40,0001.4M $0.40 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 38,9181.4M $0.31 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 38,5041.4M $0.01 %0.02 %as of May 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 38,1011.3M $0.16 %0.02 %as of Jun 30, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 37,9441.3M $1.14 %0.02 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 36,8001.3M $0.07 %0.02 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 36,6631.7M $0.73 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 35,1601.2M $0.01 %0.02 %as of Jun 30, 2026 ↗
AUER GROWTH Unified Series Trust 35,0001.2M $1.57 %0.02 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 34,7581.6M $0.06 %0.02 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 34,6021.6M $0.07 %0.02 %as of Jul 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 33,1711.5M $0.23 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 32,1061.1M $0.06 %0.02 %as of Jun 30, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 32,0991.1M $0.59 %0.02 %as of May 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 32,0191.1M $0.04 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 31,4551.1M $0.15 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 30,6471.1M $0.13 %0.02 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 30,3501.1M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 30,3201.4M $0.20 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 29,8411.1M $0.13 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 29,7871.4M $0.04 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 29,5961.3M $0.06 %0.02 %as of Jul 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 29,5651.3M $0.49 %0.02 %as of Jul 31, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 29,4961M $1.21 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 29,2811M $0.17 %0.02 %as of May 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 29,0001.3M $0.14 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,122992.4K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 28,120994K $0.07 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 27,7461.3M $0.05 %0.01 %as of Jul 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 27,700979.2K $0.12 %0.01 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 27,4271.3M $0.02 %0.01 %as of Jul 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 27,385968.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 27,054954.7K $0.40 %0.01 %as of May 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 26,699943.8K $0.40 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 26,100921.1K $0.07 %0.01 %as of May 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 25,9941.2M $0.14 %0.01 %as of Jul 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 25,8001.2M $0.26 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 25,582902.8K $0.11 %0.01 %as of May 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 25,3801.2M $0.18 %0.01 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 25,200889.3K $0.07 %0.01 %as of May 31, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 24,7201.1M $1.04 %0.01 %as of Jul 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 24,581868.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 24,326859.9K $0.15 %0.01 %as of Jun 30, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 22,643799.1K $0.24 %0.01 %as of May 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 22,1131M $0.81 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 22,003777.8K $0.07 %0.01 %as of Jun 30, 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
Miller Income Fund Advisor Managed Portfolios 4.87 %as of Jun 30, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 4.27 %as of Jun 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 2.32 %as of May 29, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 2.18 %as of May 29, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2.03 %as of Jul 31, 2026 ↗
IMS Strategic Income Fund 360 Funds 1.94 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.87 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.75 %as of Jun 30, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1.70 %as of Jul 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 1.68 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3359-670,451,152+1.8 %
2026Q2365+1069,184,257-2.0 %
2026Q1355-970,601,342+0.9 %
2025Q4364+2469,944,845+8.4 %
2025Q3340+1164,516,505+3.3 %
2025Q2329+3462,429,778+7.4 %
2025Q1295-2258,110,582-3.0 %
2024Q4317-559,924,198+0.8 %
2024Q3322+759,463,431+6.7 %
2024Q2315+255,722,523+4.3 %
2024Q1313-3553,401,872-6.6 %
2023Q434857,145,689

Institutional managers

601 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Bain Capital Prairie, LLC18,759,497666M $as of Mar 31, 2026
BlackRock, Inc.18,498,104656.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,755,506275.3M $as of Mar 31, 2026
STATE STREET CORP5,891,295209.1M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,881,332209.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/4,427,949157.2K $as of Mar 31, 2026
JENNISON ASSOCIATES LLC3,823,152135.7M $as of Mar 31, 2026
MORGAN STANLEY3,692,842131.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,159,019112.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT2,560,09690.9K $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,280,57681M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,135,81475.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP2,128,35575.6M $as of Mar 31, 2026
Balyasny Asset Management L.P.2,085,61974M $as of Mar 31, 2026
NORTHERN TRUST CORP1,852,53265.8M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD1,796,67163.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,785,40763.4M $as of Mar 31, 2026
Bank of New York Mellon Corp1,778,89463.2M $as of Mar 31, 2026
Invesco Ltd.1,541,27054.7M $as of Mar 31, 2026
HSBC HOLDINGS PLC1,499,85453.2M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,465,98152M $as of Mar 31, 2026
UBS Group AG1,454,65751.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,428,84550.7M $as of Mar 31, 2026
ALGEBRIS (UK) LTD1,361,88548.3M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,198,14142.5M $as of Mar 31, 2026

Declared shareholders of Lincoln National Corp

There is 1 beneficial ownership filing. 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
Bain Capital Prairie, LLC 9.80 %18,759,497as of Aug 10, 2026 · SCHEDULE 13D

Funds holding the debt of Lincoln National Corp

260 funds declare 512 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Baird Aggregate Bond Fund356M $as of Jun 30, 2026
Baird Core Plus Bond Fund449.1M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND644.4M $as of Jun 30, 2026
Thompson Bond Fund244.2M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND338.7M $as of May 31, 2026
Fidelity Investment Grade Bond Central Fund132.1M $as of Jun 30, 2026
DFA Investment Grade Portfolio532M $as of Jul 31, 2026
Strategic Advisers Fidelity Core Income Fund224.7M $as of May 31, 2026
Guggenheim Total Return Bond Fund124.6M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND323.2M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND321.8M $as of May 31, 2026
Dimensional Core Fixed Income ETF721.7M $as of Jul 31, 2026
PGIM Total Return Bond Fund418.2M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF918.2M $as of May 31, 2026
Guggenheim Macro Opportunities Fund114.7M $as of Jun 30, 2026
Touchstone Strategic Trust-Touchstone Flexible Income Fund113.8M $as of Jun 30, 2026
AST Multi-Sector Fixed Income Portfolio211.4M $as of Jun 30, 2026
Fidelity U.S. Bond Index Fund211.2M $as of May 31, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.110.6M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF410.4M $as of May 31, 2026
Invesco Variable Rate Preferred ETF29.4M $as of May 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF108.9M $as of May 31, 2026
Fidelity Investment Grade Bond Fund18.8M $as of May 31, 2026
MFS Corporate Bond Fund18.5M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF67.6M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Lincoln National Corp". https://titelia.com/en/stocks/lincoln-national-corp-US5341871094