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
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,200113.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 3,177112.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,875101.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,713123.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,60191.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 2,58191.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,537115.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,459112.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 2,459112.2K $0.05 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,36183.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 2,23278.9K $0.69 %0.00 %as of Jun 30, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 2,227101.6K $1.02 %0.00 %as of Jul 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 2,18477.2K $0.83 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 2,15776.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 2,10174.1K $0.01 %0.00 %as of May 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 2,05072.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,04372.1K $0.02 %0.00 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,02692.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 2,02371.4K $0.26 %0.00 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,01271K $0.01 %0.00 %as of May 31, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 2,00070.7K $0.29 %0.00 %as of Jun 30, 2026 ↗
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 1,98870.3K $0.88 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,94368.6K $0.02 %0.00 %as of May 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,92968.2K $0.21 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,87966.3K $0.02 %0.00 %as of May 29, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,71360.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 1,69059.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 1,53654.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,45866.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,44951.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 1,44365.8K $0.33 %0.00 %as of Jul 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 1,40063.9K $0.81 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,31359.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,28745.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,18354K $0.00 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,11239.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,07749.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,04837K $0.01 %0.00 %as of May 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 97634.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
BrandywineGLOBAL-Dynamic US Large Cap Value ETF Franklin Templeton ETF Trust 91732.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 85330.1K $0.00 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 84029.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 83629.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 81036.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 74626.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 69331.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 60027.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 60021.2K $0.08 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 437147.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 32711.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 30210.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 29110.3K $0.37 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 28910.2K $0.08 %0.00 %as of Jun 30, 2026 ↗
First Eagle Small Cap Equity ETF First Eagle ETF Trust 24211K $0.59 %0.00 %as of Jul 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 23579.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 22810.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 2177.7K $0.19 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1878.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 1756.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 1545.4K $0.05 %0.00 %as of May 31, 2026 ↗
Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I 1435.1K $0.15 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1033.6K $0.00 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 953.4K $0.01 %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
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