Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership18,291 shares
Latest Disclosed Value $ 649,324
Mercer Global Advisors Inc /adv reports 33.50% increase in ownership of LNC / Lincoln National Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 18,291 shares of Lincoln National Corporation (US:LNC) valued at $649,330 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,701 shares of Lincoln National Corporation. This represents a change in shares of 33.50% during the quarter. The current value of the position is $635,429 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 18,291 4,590 33.50 649 6.39 0.0010
2026-02-17 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 13,701 3,172 30.13 610 43.87 0.0009
2025-11-14 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 10,529 2,417 29.80 425 51.43 0.0007
2025-08-14 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,112 8,112 281 0.0006
2025-05-15 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 0 -9,236 -100.00 0 -100.00
2025-02-14 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,236 513 5.88 293 8.15 0.0007
2024-11-14 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 8,723 1,763 25.33 270 25.00 0.0006
2024-08-12 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,960 -4,597 -39.78 216 0.0006
2024-05-15 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 11,557 1,898 19.65 0 0.0010
2024-02-15 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,659 -1,138 -10.54 0 0.0008
2023-11-15 2023-09-30 13F/A-1 LINCOLN NATL CORP IND COM 534187109 10,797 349 3.34 0 0.0010
2023-11-14 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 10,797 349 0 0.0010
2023-08-14 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 10,448 1,523 17.06 0 0.0011
2023-05-16 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 8,925 -4,242 -32.22 0 0.0009
2023-02-09 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 13,167 -13,928 -51.40 0 -100.00 0.0020
2022-11-15 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 27,095 877 3.35 1,190 -2.94 0.0071
2022-08-10 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 26,218 570 2.22 1,226 -26.85 0.0075
2022-05-10 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 25,648 2,391 10.28 1,676 5.54 0.0099
2022-02-04 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 23,257 966 4.33 1,588 3.59 0.0098
2021-11-10 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 22,291 2,481 12.52 1,533 23.13 0.0107
2021-08-10 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 19,810 2,101 11.86 1,245 12.87 0.0096
2021-08-10 2021-03-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 17,709 156 0.89 1,103 24.92 0.0100
2021-05-11 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 17,709 156 1,103 0.0106
2021-02-12 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 17,553 2,992 20.55 883 93.64 0.0110
2020-12-10 2020-09-30 13F LINCOLN NATL CORP IND COM COM 534187109 14,561 -1,415 -8.86 456 -22.45 0.0069
2020-08-10 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 15,976 3,487 27.92 588 78.72 0.0107
2020-05-18 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 12,489 1,685 15.60 329 -48.43 0.0072
2020-02-13 2019-12-31 13F LINCOLN NATL CORP IND COM COM 534187109 10,804 -107 -0.98 638 -3.04 0.0127
2019-11-12 2019-09-30 13F LINCOLN NATL CORP IND COM COM 534187109 10,911 518 4.98 658 -1.79 0.0155
2019-08-14 2019-06-30 13F LINCOLN NATL CORP IND COM COM 534187109 10,393 778 8.09 670 18.79 0.0178
2019-04-23 2019-03-31 13F/A-1 LINCOLN NATL CORP IND COM COM 534187109 9,615 9,615 564 0.0203
2019-04-12 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,430 330 0.0176
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.