Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionAmalgamated Bank
Latest Disclosed Ownership56,732 shares
Latest Disclosed Value $ 2,014
Amalgamated Bank reports 0.11% increase in ownership of LNC / Lincoln National Corporation

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 56,732 shares of Lincoln National Corporation (US:LNC) valued at $2,013,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 56,668 shares of Lincoln National Corporation. This represents a change in shares of 0.11% during the quarter. The current value of the position is $1,970,870 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)
2026-05-08 2026-03-31 13F LINCOLN NATIONAL COM 534187109 56,732 64 0.11 2 0.00 0.0154
2026-02-05 2025-12-31 13F LINCOLN NATIONAL COM 534187109 56,668 5,023 9.73 3 0.00 0.0182
2025-10-29 2025-09-30 13F LINCOLN NATIONAL COM 534187109 51,645 121 0.23 2 100.00 0.0149
2025-08-04 2025-06-30 13F LINCOLN NATIONAL COM 534187109 51,524 77 0.15 2 0.00 0.0138
2025-04-25 2025-03-31 13F LINCOLN NATIONAL COM 534187109 51,447 -1,774 -3.33 2 0.00 0.0158
2025-02-04 2024-12-31 13F LINCOLN NATIONAL COM 534187109 53,221 -2 -0.00 2 0.00 0.0139
2024-10-30 2024-09-30 13F LINCOLN NATIONAL COM 534187109 53,223 -2,053 -3.71 2 0.00 0.0138
2024-08-12 2024-06-30 13F LINCOLN NATIONAL COM 534187109 55,276 -25,389 -31.47 2 -50.00 0.0146
2024-04-23 2024-03-31 13F LINCOLN NATIONAL COM 534187109 80,665 3,705 4.81 3 0.00 0.0220
2024-02-06 2023-12-31 13F LINCOLN NATIONAL COM 534187109 76,960 635 0.83 2 100.00 0.0166
2023-11-08 2023-09-30 13F LINCOLN NATIONAL COM 534187109 76,325 24,191 46.40 2 0.00 0.0160
2023-08-11 2023-06-30 13F LINCOLN NATIONAL COM 534187109 52,134 -2,765 -5.04 1 0.00 0.0109
2023-05-02 2023-03-31 13F LINCOLN NATIONAL COM 534187109 54,899 -29,560 -35.00 1 -50.00 0.0105
2023-02-10 2022-12-31 13F LINCOLN NATIONAL COM 534187109 84,459 25,859 44.13 3 -99.92 0.0231
2022-11-09 2022-09-30 13F LINCOLN NATIONAL COM 534187109 58,600 -5,567 -8.68 2,573 -14.26 0.0248
2022-08-15 2022-06-30 13F LINCOLN NATIONAL COM 534187109 64,167 19,854 44.80 3,001 3.63 0.0280
2022-08-25 2022-03-31 13F/A-1 LINCOLN NATIONAL COM 534187109 44,313 -2,373 -5.08 2,896 -9.13 0.0225
2022-06-30 2022-03-31 13F LINCOLN NATIONAL COM 534187109 44,313 -2,373 2,896 0.0230
2022-02-15 2021-12-31 13F/A-1 LINCOLN NATIONAL COM 534187109 46,686 -16,382 -25.98 3,187 -26.50 0.0235
2022-02-15 2021-12-31 13F LINCOLN NATIONAL COM 534187109 46,686 -16,382 3,187 0.0235
2021-10-29 2021-09-30 13F LINCOLN NATIONAL COM 534187109 63,068 -2,455 -3.75 4,336 5.32 0.0366
2021-08-16 2021-06-30 13F LINCOLN NATIONAL COM 534187109 65,523 54,963 520.48 4,117 525.68 0.0330
2021-05-13 2021-03-31 13F LINCOLN NATIONAL COM 534187109 10,560 -395 -3.61 658 19.42 0.0247
2021-02-12 2020-12-31 13F LINCOLN NATIONAL COM 534187109 10,955 -48 -0.44 551 59.71 0.0209
2020-10-30 2020-09-30 13F LINCOLN NATIONAL COM 534187109 11,003 -363 -3.19 345 -17.46 0.0150
2020-08-10 2020-06-30 13F LINCOLN NATIONAL COM 534187109 11,366 -17,974 -61.26 418 -45.85 0.0193
2020-05-13 2020-03-31 13F LINCOLN NATIONAL COM 534187109 29,340 -1,127 -3.70 772 -57.06 0.0189
2020-02-13 2019-12-31 13F LINCOLN NATIONAL COM 534187109 30,467 1,954 6.85 1,798 4.53 0.0331
2019-11-13 2019-09-30 13F LINCOLN NATIONAL COM 534187109 28,513 -564 -1.94 1,720 -8.22 0.0362
2019-08-14 2019-06-30 13F LINCOLN NATIONAL COM 534187109 29,077 1,603 5.83 1,874 16.18 0.0437
2019-05-15 2019-03-31 13F LINCOLN NATIONAL COM 534187109 27,474 720 2.69 1,613 17.48 0.0391
2019-02-15 2018-12-31 13F LINCOLN NATIONAL COM 534187109 26,754 -684 -2.49 1,373 -26.02 0.0389
2018-11-14 2018-09-30 13F LINCOLN NATIONAL COM 534187109 27,438 -660 -2.35 1,856 6.12 0.0459
2018-07-18 2018-06-30 13F LINCOLN NATIONAL COM 534187109 28,098 916 3.37 1,749 -11.93 0.0427
2018-05-22 2018-03-31 13F LINCOLN NATIONAL COM 534187109 27,182 -336 -1.22 1,986 -6.10 0.0527
2018-02-13 2017-12-31 13F LINCOLN NATIONAL COM 534187109 27,518 2,145 8.45 2,115 13.47 0.0572
2017-11-09 2017-09-30 13F LINCOLN NATIONAL COM 534187109 25,373 -451 -1.75 1,864 6.82 0.0581
2017-08-10 2017-06-30 13F LINCOLN NATIONAL COM 534187109 25,824 9,085 54.27 1,745 59.22 0.0572
2017-05-12 2017-03-31 13F LINCOLN NATIONAL COM 534187109 16,739 -1,174 -6.55 1,096 -7.67 0.0546
2017-02-14 2016-12-31 13F LINCOLN NATIONAL COM 534187109 17,913 4,455 33.10 1,187 87.82 0.0537
2016-11-15 2016-09-30 13F/A-1 LINCOLN NATIONAL COM 534187109 13,458 -55 -0.41 632 2.43 0.0367
2016-11-14 2016-09-30 13F LINCOLN NATIONAL COM 534187109 5,341 251
2016-08-16 2016-06-30 13F LINCOLN NATIONAL COM 534187109 13,513 4,544 50.66 617 75.28 0.0357
2016-05-11 2016-03-31 13F LINCOLN NATIONAL COM 534187109 8,969 2,362 35.75 352 6.02 0.0343
2016-02-10 2015-12-31 13F LINCOLN NATIONAL COM 534187109 6,607 -2,181 -24.82 332 -20.38 0.0410
2015-11-04 2015-09-30 13F LINCOLN NATIONAL COM 534187109 8,788 232 2.71 417 -17.75 0.0437
2015-07-10 2015-06-30 13F LINCOLN NATIONAL COM 534187109 8,556 205 2.45 507 5.63 0.0498
2015-04-22 2015-03-31 13F LINCOLN NATIONAL COM 534187109 8,351 8,351 0.00 480 0.0586
2015-01-29 2014-12-31 13F LINCOLN NATIONAL COM 534187109 0 -7,275 -100.00 0 -100.00
2014-11-14 2014-09-30 13F LINCOLN NATIONAL COM 534187109 7,275 29 0.40 390 4.56 0.0580
2014-08-11 2014-06-30 13F LINCOLN NATIONAL COM 534187109 7,246 729 11.19 373 13.03 0.0563
2014-05-12 2014-03-31 13F LINCOLN NATIONAL COM 534187109 6,517 -126 -1.90 330 -3.79 0.0569
2014-02-13 2013-12-31 13F LINCOLN NATIONAL COM 534187109 6,643 6,643 -2.08 343 55.20 0.0583
2013-11-14 2013-09-30 13F LINCOLN NATIONAL COM 534187109 0 0 0 0.0000
2013-08-15 2013-06-30 13F LINCOLN NATIONAL COM 534187109 0 -6,784 -100.00 0 -100.00
2014-02-13 2013-03-31 13F LINCOLN NATIONAL COM 534187109 6,784 6,784 221 0.0627
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.