Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership7,755,506 shares
Latest Disclosed Value $ 275,304,083
Dimensional Fund Advisors Lp reports 24.42% increase in ownership of LNC / Lincoln National Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 7,755,506 shares of Lincoln National Corporation (US:LNC) valued at $275,320,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,233,327 shares of Lincoln National Corporation. This represents a change in shares of 24.42% during the quarter. The current value of the position is $260,042,116 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)
2026-05-07 2026-03-31 13F LINCOLN NATL CORP IND COM 534187109 7,755,506 1,522,179 24.42 275,304 -0.82 0.0123
2026-02-12 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,233,327 502,600 8.77 277,574 20.10 0.0582
2025-11-12 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 5,730,727 1,157,599 25.31 231,121 46.06 0.0496
2025-08-12 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 4,573,128 1,488,695 48.26 158,233 42.87 0.0366
2025-05-13 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 3,084,433 208,114 7.24 110,753 21.43 0.0275
2025-02-13 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,876,319 56,614 2.01 91,208 2.66 0.0219
2024-11-07 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,819,705 -8,808 -0.31 88,847 1.00 0.0216
2024-08-09 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,828,513 348,601 14.06 87,970 11.10 0.0230
2024-05-10 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,479,912 352,362 16.56 79,184 37.99 0.0214
2024-02-07 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,127,550 166,256 8.48 57,383 18.51 0.0168
2023-11-09 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,961,294 185,829 10.47 48,421 5.87 0.0159
2023-08-09 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 1,775,465 24,749 1.41 45,736 16.27 0.0146
2023-05-12 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 1,750,716 -1,027,431 -36.98 39,335 46,175.29 0.0132
2023-02-09 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,778,147 -323,177 -10.42 85 -99.94 0.0252
2022-11-10 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 3,101,324 41,656 1.36 136,185 -4.83 0.0523
2022-08-12 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 3,059,668 158,867 5.48 143,096 -24.53 0.0513
2022-05-13 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,900,801 113,356 4.07 189,613 -0.35 0.0584
2022-02-09 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,787,445 -91,864 -3.19 190,271 -3.89 0.0575
2021-11-12 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,879,309 51,895 1.84 197,968 11.43 0.0638
2021-08-12 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,827,414 168,613 6.34 177,668 7.31 0.0563
2021-05-14 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,658,801 23,861 0.91 165,567 24.90 0.0548
2021-03-08 2020-12-31 13F/A-2 LINCOLN NATL CORP IND COM 534187109 2,634,940 198,350 8.14 132,559 73.66 0.0479
2021-02-11 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,634,940 198,350 132,559 47,873.2649
2020-11-12 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,436,590 144,236 6.29 76,331 -9.47 0.0324
2020-08-13 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,292,354 72,604 3.27 84,316 44.29 0.0371
2020-05-14 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,219,750 -43,652 -1.93 58,436 -56.25 0.0304
2020-02-14 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,263,402 -47,690 -2.06 133,558 -4.20 0.0487
2019-11-12 2019-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,311,092 3,313 0.14 139,416 -6.25 0.0542
2019-08-13 2019-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,307,779 3,139 0.14 148,716 9.93 0.0577
2019-08-12 2019-03-31 13F/A-2 LINCOLN NATL CORP IND COM 534187109 2,304,640 87,806 3.96 135,281 18.93 0.0539
2019-05-10 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,304,640 87,806 135,281
2019-02-26 2018-12-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 2,216,834 57,696 2.67 113,748 -22.14 0.0515
2019-02-13 2018-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,216,834 57,696 113,748
2018-11-13 2018-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,159,138 -23,001 -1.05 146,089 7.54 0.0556
2018-08-10 2018-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,182,139 1,624 0.07 135,841 -14.73 0.0542
2018-05-11 2018-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,180,515 -18,066 -0.82 159,308 -5.75 0.0664
2018-02-12 2017-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,198,581 -75,261 -3.31 169,020 1.16 0.0701
2017-11-13 2017-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,273,842 -3,467 -0.15 167,080 8.56 0.0730
2017-08-11 2017-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,277,309 -202,035 -8.15 153,901 -5.16 0.0711
2017-05-12 2017-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,479,344 8,928 0.36 162,267 -0.89 0.0776
2017-02-09 2016-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,470,416 -7,988 -0.32 163,716 40.63 0.0818
2016-11-10 2016-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,478,404 22,379 0.91 116,419 22.28 0.0629
2016-08-09 2016-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,456,025 -85,357 -3.36 95,209 -4.44 0.0548
2016-05-13 2016-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,541,382 -68,299 -2.62 99,633 -24.04 0.0596
2016-02-10 2015-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,609,681 -88,560 -3.28 131,171 2.43 0.0818
2015-11-13 2015-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,698,241 -32,098 -1.18 128,062 -20.80 0.0841
2015-08-14 2015-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,730,339 -102,011 -3.60 161,691 -0.64 0.0990
2015-05-14 2015-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,832,350 -91,022 -3.11 162,737 -3.49 0.1028
2015-02-06 2014-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,923,372 -65,098 -2.18 168,614 5.30 0.1107
2014-11-13 2014-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,988,470 -93,988 -3.05 160,132 0.99 0.1135
2014-08-08 2014-06-30 13F LINCOLN NATL CORP IND COM 534187109 3,082,458 -83,450 -2.64 158,560 -1.15 0.1102
2014-05-14 2014-03-31 13F LINCOLN NATL CORP IND COM 534187109 3,165,908 -21,759 -0.68 160,403 -2.51 0.1199
2014-02-12 2013-12-31 13F LINCOLN NATL CORP IND COM 534187109 3,187,667 919 0.03 164,541 22.97 0.1282
2013-11-13 2013-09-30 13F LINCOLN NATL CORP IND COM 534187109 3,186,748 20,816 0.66 133,805 15.89 0.1158
2013-08-15 2013-06-30 13F LINCOLN NATL CORP IND COM 534187109 3,165,932 3,165,932 115,463 0.1087
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.