Lincoln National Corporation
DE ˙ DB ˙ US5341871094
29,64 € ↑0,11 (0,37%)
2026-06-03
DEL PRIS
SecurityDE:LCO / Lincoln National Corporation
InstitutionCX Institutional
Latest Disclosed Ownership1,702 shares
Latest Disclosed Value $ 60
CX Institutional reports 0.06% decrease in ownership of LCO / Lincoln National Corporation

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 1,702 shares of Lincoln National Corporation (DE:LCO) valued at $50,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,703 shares of Lincoln National Corporation. The current value of the position is $50,447 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F LINCOLN NATL CRP COM 534187109 1,702 -1 -0.06 0 0.0018
2026-02-02 2025-12-31 13F LINCOLN NATL CRP COM 534187109 1,703 18 1.07 0 0.0023
2025-10-23 2025-09-30 13F LINCOLN NATL CRP COM 534187109 1,685 0 0.00 0 0.0021
2025-07-16 2025-06-30 13F/A-1 LINCOLN NATL CRP COM 534187109 1,685 1,314 354.18 0 0.0020
2025-07-11 2025-06-30 13F LINCOLN NATL CRP COM 534187109 1,685 1,314 0 0.0020
2025-04-15 2025-03-31 13F LINCOLN NATL CRP COM 534187109 371 371 0 0.0005
2022-11-04 2022-09-30 13F LINCOLN NATL CRP COM 534187109 0 -233 -100.00 0 -100.00
2022-08-02 2022-06-30 13F LINCOLN NATL CRP COM 534187109 233 233 11 0.0008
2022-01-18 2021-12-31 13F LINCOLN NATL CRP COM 534187109 0 -390 -100.00 0 -100.00
2021-11-10 2021-09-30 13F LINCOLN NATL CRP COM 534187109 390 63 19.27 27 28.57 0.0022
2021-08-04 2021-06-30 13F LINCOLN NATL CRP COM 534187109 327 52 18.91 21 23.53 0.0017
2021-04-15 2021-03-31 13F LINCOLN NATL CRP COM 534187109 275 48 21.15 17 54.55 0.0015
2021-01-12 2020-12-31 13F LINCOLN NATL CRP COM 534187109 227 107 89.17 11 175.00 0.0011
2020-10-13 2020-09-30 13F LINCOLN NATL CRP COM 534187109 120 10 9.09 4 0.00 0.0004
2020-08-06 2020-06-30 13F LINCOLN NATL CRP COM 534187109 110 17 18.28 4 100.00 0.0005
2020-04-29 2020-03-31 13F LINCOLN NATL CRP COM 534187109 93 72 342.86 2 100.00 0.0003
2020-01-21 2019-12-31 13F LINCOLN NATIONAL COM 534187109 21 -39 -65.00 1 -75.00 0.0002
2019-10-10 2019-09-30 13F LINCOLN NATIONAL COM 534187109 60 4 7.14 4 0.00 0.0006
2019-07-17 2019-06-30 13F LINCOLN NATIONAL COM 534187109 56 -298 -84.18 4 -80.95 0.0006
2019-04-03 2019-03-31 13F LINCOLN NATIONAL COM 534187109 354 354 21 0.0037
2019-01-14 2018-12-31 13F LINCOLN NATIONAL COM 534187109 0 -1,600 -100.00 0 -100.00
2018-10-09 2018-09-30 13F LINCOLN NATIONAL COM 534187109 1,600 0 0.00 108 8.00 0.0357
2018-07-12 2018-06-30 13F/A-1 LINCOLN NATIONAL COM 534187109 1,600 1,600 100 0.0369
2018-07-12 2018-06-30 13F LINCOLN NATIONAL COM 534187109 1,600 117
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.