Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership182,420 shares
Latest Disclosed Value $ 6,476,341
Advisor Group Holdings, Inc. reports 33.03% decrease in ownership of LNC / Lincoln National Corporation

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 182,420 shares of Lincoln National Corporation (US:LNC) valued at $6,475,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 272,393 shares of Lincoln National Corporation. This represents a change in shares of -33.03% during the quarter. The current value of the position is $6,337,271 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)
2026-05-15 2026-03-31 13F LINCOLN NATL CORP IND COM 534187109 182,420 -89,973 -33.03 6,476 -46.62 0.0055
2026-02-17 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 272,393 -49,246 -15.31 12,131 -8.08 0.0177
2025-11-14 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 321,639 70,888 28.27 13,198 52.09 0.0185
2025-09-04 2025-06-30 13F/A-1 INCOLN NATL CORP IND COM 534187109 250,751 95,015 61.01 8,678 55.16 0.0155
2025-08-13 2025-06-30 13F INCOLN NATL CORP IND COM 534187109 66,349 -89,387 2,119 0.0025
2025-05-12 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 155,736 54,400 53.68 5,593 74.07 0.0125
2025-06-06 2024-12-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 101,336 -830 -0.81 3,214 -0.19 0.0072
2025-02-07 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 81,097 -21,069 2,564 0.0065
2024-11-13 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 102,166 -2,814 -2.68 3,220 -1.41 0.0073
2024-08-13 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 104,980 45,777 77.32 3,265 72.75 0.0077
2024-05-10 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 59,203 -34,387 -36.74 1,891 -25.06 0.0042
2024-02-12 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 93,590 -118,034 -55.78 2,523 -51.74 0.0044
2023-11-13 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 211,624 82,224 63.54 5,227 56.65 0.0077
2023-08-21 2023-06-30 13F/A-1 LINCOLN NATL CORP IND COM 534187109 129,400 11,488 9.74 3,336 26.03 0.0060
2023-08-10 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 130,762 12,850 3,335 0.0009
2023-05-12 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 117,912 18,300 18.37 2,648 -13.47 0.0050
2023-02-10 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 99,612 32,977 49.49 3,059 4.58 0.0062
2022-11-14 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 66,635 27,392 69.80 2,925 59.31 0.0067
2022-08-10 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 39,243 2,887 7.94 1,836 -24.23 0.0040
2022-05-04 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 36,356 1,845 5.35 2,423 2.71 0.0047
2022-02-03 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 34,511 -2,282 -6.20 2,359 -6.76 0.0045
2021-11-05 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 36,793 -10,344 -21.94 2,530 -14.61 0.0053
2021-08-02 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 47,137 8,470 21.90 2,963 23.05 0.0064
2021-05-13 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 38,667 -564 -1.44 2,408 22.11 0.0058
2021-02-10 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 39,231 4,389 12.60 1,972 79.11 0.0053
2020-11-12 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 34,842 1,083 3.21 1,101 -11.42 0.0033
2020-08-14 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 33,759 2,877 9.32 1,243 61.01 0.0042
2020-05-18 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 30,882 30,882 772 0.0032
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.