Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership76,829 shares
Latest Disclosed Value $ 2,727
Natixis Advisors, L.p. reports 51.05% increase in ownership of LNC / Lincoln National Corporation

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 76,829 shares of Lincoln National Corporation (US:LNC) valued at $2,727,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 50,862 shares of Lincoln National Corporation. This represents a change in shares of 51.05% during the quarter. The current value of the position is $2,669,039 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)
2026-05-13 2026-03-31 13F LINCOLN NATL CORP IND COM 534187109 76,829 25,967 51.05 3 0.00 0.0038
2026-02-10 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 50,862 422 0.84 2 0.00 0.0032
2025-11-13 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 50,440 9,931 24.52 2 100.00 0.0030
2025-08-13 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 40,509 -13,017 -24.32 1 0.00 0.0022
2025-05-08 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 53,526 5,569 11.61 2 0.00 0.0036
2025-02-10 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 47,957 16,648 53.17 2 0.0028
2024-11-06 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 31,309 -9,259 -22.82 1 -100.00 0.0019
2024-08-01 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 40,568 -5,102 -11.17 1 0.00 0.0027
2024-04-25 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 45,670 5,900 14.84 1 0.00 0.0034
2024-02-06 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 39,770 -51,578 -56.46 1 -50.00 0.0028
2023-11-13 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 91,348 13,630 17.54 2 0.00 0.0069
2023-08-15 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 77,718 27 0.03 2 100.00 0.0062
2023-05-11 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 77,691 23,516 43.41 2 0.00 0.0060
2023-01-27 2022-12-31 13F LINCOLN NATL CORP I COM 534187109 54,175 -13,932 -20.46 2 -99.97 0.0063
2022-11-14 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 68,107 -83,084 -54.95 2,991 -57.70 0.0127
2022-08-12 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 151,191 -49,403 -24.63 7,071 -46.07 0.0311
2022-05-12 2022-03-31 13F LINCOLN NATL COM 534187109 200,594 -2,144 -1.06 13,111 -5.26 0.0500
2022-02-08 2021-12-31 13F LINCOLN NATL COM 534187109 202,738 9,230 4.77 13,839 4.02 0.0528
2021-11-15 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 193,508 7,433 3.99 13,304 13.78 0.0547
2021-08-12 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 186,075 15 0.01 11,693 0.93 0.0546
2021-05-05 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 186,060 -3,181 -1.68 11,585 21.68 0.0605
2021-02-12 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 189,241 -16,702 -8.11 9,521 47.57 0.0548
2020-11-12 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 205,943 -8,513 -3.97 6,452 -18.23 0.0406
2020-08-11 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 214,456 -68,271 -24.15 7,890 6.03 0.0524
2020-04-27 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 282,727 102,851 57.18 7,441 -29.89 0.0606
2020-02-10 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 179,876 23,648 15.14 10,614 12.63 0.0749
2019-11-12 2019-09-30 13F LINCOLN NATL CORP IN COM 534187109 156,228 6,875 4.60 9,424 -2.10 0.0748
2019-08-12 2019-06-30 13F LINCOLN NATL CORP IN COM 534187109 149,353 13,627 10.04 9,626 20.82 0.0786
2019-05-15 2019-03-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 135,726 9,109 7.19 7,967 22.64 0.0698
2019-05-15 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 135,726 9,109 7,967
2019-02-13 2018-12-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 126,617 -7,099 -5.31 6,496 -28.20 0.0641
2019-02-13 2018-12-31 13F LINCOLN NATL CORP IND COM 534187109 126,617 -7,099 6,496
2018-11-13 2018-09-30 13F LINCOLN NATL CORP IND COM 534187109 133,716 13,421 11.16 9,047 20.82 0.0796
2018-08-14 2018-06-30 13F/A-1 LINCOLN NATL CORP IND COM 534187109 120,295 7,655 6.80 7,488 -9.00 0.0715
2018-08-14 2018-06-30 13F LINCOLN NATL CORP IND COM 534187109 120,295 7,488
2018-05-10 2018-03-31 13F LINCOLN NATL CORP IND COM 534187109 112,640 4,841 4.49 8,229 -0.69 0.0812
2018-02-14 2017-12-31 13F LINCOLN ELEC HLDGS COM 534187109 107,799 6,681 6.61 8,286 11.52 0.0844
2017-11-14 2017-09-30 13F LINCOLN NATL CORP IND COM 534187109 101,118 -7,677 -7.06 7,430 1.06 0.0785
2017-07-27 2017-06-30 13F LINCOLN NATL CORP IND COM 534187109 108,795 -3,738 -3.32 7,352 -0.18 0.0796
2017-05-12 2017-03-31 13F LINCOLN NATL CORP IND COM 534187109 112,533 -651 -0.58 7,365 -1.81 0.0816
2017-02-07 2016-12-31 13F LINCOLN NATL CORP IND COM 534187109 113,184 675 0.60 7,501 41.90 0.0902
2016-11-04 2016-09-30 13F LINCOLN NATL CORP IND COM 534187109 112,509 58 0.05 5,286 21.24 0.0685
2016-08-01 2016-06-30 13F LINCOLN NATL CORP IND COM 534187109 112,451 20,548 22.36 4,360 21.01 0.0603
2016-05-06 2016-03-31 13F LINCOLN NATL CORP IND COM 534187109 91,903 -7,025 -7.10 3,603 -27.53 0.0539
2016-02-12 2015-12-31 13F LINCOLN NATL CORP IND COM 534187109 98,928 11,573 13.25 4,972 19.92 0.0815
2015-11-12 2015-09-30 13F LINCOLN NATL CORP IND COM 534187109 87,355 -6,130 -6.56 4,146 -25.11 0.0719
2015-08-14 2015-06-30 13F LINCOLN NATL CORP IND COM 534187109 93,485 8,128 9.52 5,536 12.86 0.0940
2015-05-15 2015-03-31 13F LINCOLN NATL CORP IND COM 534187109 85,357 24,840 41.05 4,905 40.54 0.0861
2015-02-05 2014-12-31 13F LINCOLN NATL CORP IND COM 534187109 60,517 -717 -1.17 3,490 6.37 0.0653
2014-11-03 2014-09-30 13F LINCOLN NATL CORP IND COM 534187109 61,234 10,995 21.89 3,281 26.97 0.0658
2014-08-13 2014-06-30 13F LINCOLN NATL CORP IND COM 534187109 50,239 21,188 72.93 2,584 75.54 0.0370
2014-05-13 2014-03-31 13F LINCOLN NATL CORP IND COM 534187109 29,051 6,139 26.79 1,472 24.43 0.0227
2014-02-12 2013-12-31 13F LINCOLN NATL CORP IND COM 534187109 22,912 3,399 17.42 1,183 44.44 0.0194
2013-10-30 2013-09-30 13F LINCOLN NATL CORP IND COM 534187109 19,513 -1,387 -6.64 819 7.48 0.0151
2013-07-19 2013-06-30 13F LINCOLN NATL CORP IND COM 534187109 20,900 20,900 762 0.0152
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.