Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership32,058 shares
Latest Disclosed Value $ 1,138,047
Neuberger Berman Group LLC reports 9.76% increase in ownership of LNC / Lincoln National Corporation

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 32,058 shares of Lincoln National Corporation (US:LNC) valued at $1,138,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,208 shares of Lincoln National Corporation. This represents a change in shares of 9.76% during the quarter. The current value of the position is $1,113,695 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)
2026-05-14 2026-03-31 13F LINCOLN NATIONAL Common 534187109 32,058 2,850 9.76 1,138 -12.46 0.0004
2026-02-13 2025-12-31 13F LINCOLN NATIONAL Common 534187109 29,208 235 0.81 1,301 11.30 0.0010
2025-11-12 2025-09-30 13F LINCOLN NATIONAL Common 534187109 28,973 -1,587 -5.19 1,168 10.50 0.0009
2025-08-25 2025-06-30 13F/A-1 LINCOLN NATIONAL Common 534187109 30,560 2,819 10.16 1,057 6.12 0.0008
2025-08-13 2025-06-30 13F LINCOLN NATIONAL Common 534187109 30,560 2,819 1,057 0.0004
2025-05-13 2025-03-31 13F LINCOLN NATIONAL Common 534187109 27,741 6,040 27.83 996 44.77 0.0008
2025-02-13 2024-12-31 13F LINCOLN NATIONAL Common 534187109 21,701 -845 -3.75 688 -3.10 0.0005
2024-11-14 2024-09-30 13F LINCOLN NATIONAL Common 534187109 22,546 -827 -3.54 710 -2.20 0.0006
2024-11-14 2024-06-30 13F/A-1 LINCOLN NATIONAL Common 534187109 23,373 833 3.70 727 0.97 0.0006
2024-08-13 2024-06-30 13F LINCOLN NATIONAL Common 534187109 23,373 833 727 0.0006
2024-11-14 2024-03-31 13F/A-1 LINCOLN NATIONAL Common 534187109 22,540 -866 -3.70 720 13.95 0.0006
2024-05-13 2024-03-31 13F LINCOLN NATIONAL Common 534187109 22,540 -866 720 0.0006
2024-11-14 2023-12-31 13F/A-2 LINCOLN NATIONAL Common 534187109 23,406 -2,303 -8.96 631 -0.47 0.0006
2024-02-09 2023-12-31 13F LINCOLN NATIONAL Common 534187109 23,406 -2,303 631 0.0006
2023-11-14 2023-09-30 13F LINCOLN NATIONAL Common 534187109 25,709 1,267 5.18 635 0.79 0.0006
2023-08-11 2023-06-30 13F LINCOLN NATIONAL Common 534187109 24,442 10,390 73.94 630 99.68 0.0006
2023-05-12 2023-03-31 13F LINCOLN NATIONAL Common 534187109 14,052 7,158 103.83 316 49.29 0.0003
2023-02-13 2022-12-31 13F LINCOLN NATIONAL Common 534187109 6,894 -7,971 -53.62 212 -67.84 0.0002
2022-11-15 2022-09-30 13F LINCOLN NATIONAL Common 534187109 14,865 -2,533 -14.56 656 -19.90 0.0007
2022-08-15 2022-06-30 13F LINCOLN NATIONAL Common 534187109 17,398 768 4.62 819 -25.07 0.0008
2022-05-23 2022-03-31 13F/A-1 LINCOLN NATIONAL Common 534187109 16,630 -41,151 -71.22 1,093 -69.44 0.0009
2022-05-13 2022-03-31 13F LINCOLN NATIONAL Common 534187109 16,630 -41,151 897 0.0004
2022-02-11 2021-12-31 13F LINCOLN NATIONAL Common 534187109 57,781 -590,934 -91.09 3,577 -91.92 0.0028
2021-11-12 2021-09-30 13F LINCOLN NATIONAL Common 534187109 648,715 -93,095 -12.55 44,268 -3.95 0.0387
2021-08-13 2021-06-30 13F LINCOLN NATIONAL Common 534187109 741,810 6,121 0.83 46,090 0.81 0.0402
2021-05-13 2021-03-31 13F LINCOLN NATIONAL Common 534187109 735,689 -27,560 -3.61 45,718 19.11 0.0437
2021-02-10 2020-12-31 13F LINCOLN NATIONAL Common 534187109 763,249 -42,145 -5.23 38,384 52.17 0.0398
2020-11-12 2020-09-30 13F LINCOLN NATIONAL Common 534187109 805,394 -13,162 -1.61 25,224 -16.20 0.0299
2020-08-13 2020-06-30 13F LINCOLN NATIONAL Common 534187109 818,556 175,449 27.28 30,100 77.82 0.0374
2020-05-14 2020-03-31 13F LINCOLN NATIONAL Common 534187109 643,107 -651,648 -50.33 16,927 -77.85 0.0258
2020-02-12 2019-12-31 13F LINCOLN NATIONAL Common 534187109 1,294,755 104,632 8.79 76,403 6.43 0.0892
2019-11-13 2019-09-30 13F LINCOLN NATIONAL Common 534187109 1,190,123 -765,387 -39.14 71,788 -43.04 0.0877
2019-08-13 2019-06-30 13F LINCOLN NATIONAL Common 534187109 1,955,510 -681,271 -25.84 126,032 -18.57 0.1507
2019-05-13 2019-03-31 13F LINCOLN NATIONAL Common 534187109 2,636,781 -178,031 -6.32 154,779 7.17 0.1897
2019-02-12 2018-12-31 13F LINCOLN NATIONAL Common 534187109 2,814,812 -942,005 -25.07 144,428 -43.18 0.2013
2018-11-16 2018-09-30 13F/A-1 LINCOLN NATIONAL Common 534187109 3,756,817 -251,476 -6.27 254,186 1.87 0.2880
2018-11-13 2018-09-30 13F LINCOLN NATIONAL Common 534187109 3,756,817 -251,476 254,186
2018-08-13 2018-06-30 13F LINCOLN NATIONAL Common 534187109 4,008,293 -65,979 -1.62 249,516 -16.18 0.2755
2018-05-08 2018-03-31 13F LINCOLN NATIONAL Common 534187109 4,074,272 80,452 2.01 297,666 -3.04 0.3402
2018-02-14 2017-12-31 13F LINCOLN NATIONAL Common 534187109 3,993,820 132,741 3.44 307,005 8.21 0.3529
2017-11-15 2017-09-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 3,861,079 -127,960 -3.21 283,712 5.24 0.3549
2017-08-08 2017-06-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 3,989,039 -494,797 -11.04 269,579 -8.14 0.3462
2017-05-10 2017-03-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 4,483,836 640,510 16.67 293,467 15.22 0.3787
2017-02-06 2016-12-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 3,843,326 -61,722 -1.58 254,697 38.83 0.3421
2016-11-02 2016-09-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 3,905,048 -189,047 -4.62 183,459 15.58 0.2489
2016-08-05 2016-06-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 4,094,095 -189,163 -4.42 158,728 -5.47 0.2187
2016-05-06 2016-03-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 4,283,258 -1,919,450 -30.95 167,904 -46.14 0.2308
2016-01-28 2015-12-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 6,202,708 -1,264,638 -16.94 311,749 -12.03 0.4081
2015-11-10 2015-09-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 7,467,346 -1,392,104 -15.71 354,400 -32.45 0.4567
2015-07-31 2015-06-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 8,859,450 3,472,156 64.45 524,657 69.49 0.5834
2015-05-06 2015-03-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 5,387,294 5,387,294 0.00 309,554 0.3305
2015-02-05 2014-12-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 0 -5,886,316 -100.00 0 -100.00
2014-11-04 2014-09-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 5,886,316 -66,746 -1.12 315,388 2.99 0.3237
2014-08-05 2014-06-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 5,953,062 138,422 2.38 306,226 3.94 0.2990
2014-05-05 2014-03-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 5,814,640 146,257 2.58 294,627 0.69 0.2997
2014-02-11 2013-12-31 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 5,668,383 504,958 9.78 292,602 34.96 0.3008
2013-10-29 2013-09-30 13F/A-1 LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 5,163,425 209,026 4.22 216,812 19.99 0.2407
2013-10-29 2013-09-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 3,369,739 88,827
2013-08-13 2013-06-30 13F LINCOLN NATIONAL CORP-IND COMMON STOCK 534187109 4,954,399 4,954,399 180,687 0.2148
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.