Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership414 shares
Latest Disclosed Value $ 14,697
Oakworth Capital, Inc. ownership in LNC / Lincoln National Corporation

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 414 shares of Lincoln National Corporation (US:LNC) valued at $14,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 414 shares of Lincoln National Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $14,382 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)
2026-04-24 2026-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 15 -22.22 0.0008
2026-01-30 2025-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 18 12.50 0.0010
2025-11-04 2025-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 17 14.29 0.0010
2025-07-17 2025-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 14 0.00 0.0009
2025-04-24 2025-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 15 7.69 0.0010
2025-01-27 2024-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 13 0.00 0.0009
2024-10-21 2024-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 13 8.33 0.0009
2024-07-19 2024-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 13 -7.69 0.0009
2024-04-22 2024-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 13 18.18 0.0010
2024-01-31 2023-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 0 0.00 11 10.00 0.0009
2023-10-31 2023-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 414 -95 -18.66 10 -23.08 0.0009
2023-07-28 2023-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 509 -254 -33.29 13 -23.53 0.0011
2023-05-02 2023-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 17 -26.09 0.0015
2023-02-03 2022-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 23 -32.35 0.0022
2022-10-31 2022-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 34 -5.56 0.0038
2022-08-05 2022-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 36 -28.00 0.0036
2022-04-11 2022-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 50 -3.85 0.0043
2022-02-07 2021-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 52 0.00 0.0044
2021-11-10 2021-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 52 8.33 0.0050
2021-07-20 2021-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 48 0.00 0.0048
2021-04-30 2021-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 48 26.32 0.0055
2021-02-12 2020-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 38 58.33 0.0049
2020-11-09 2020-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 24 -14.29 0.0039
2020-08-11 2020-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 28 40.00 0.0050
2020-05-07 2020-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 20 -55.56 0.0047
2020-01-31 2019-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 45 -2.17 0.0079
2019-11-13 2019-09-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 46 -6.12 0.0089
2019-08-02 2019-06-30 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 49 8.89 0.0093
2019-05-06 2019-03-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 45 15.38 0.0092
2019-02-13 2018-12-31 13F LINCOLN NATIONAL CORP IN COMMON STOCK 534187109 763 0 0.00 39 -25.00 0.0089
2018-10-25 2018-09-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 763 0 0.00 52 10.64 0.0104
2018-08-07 2018-06-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 763 0 0.00 47 -12.96 0.0098
2018-05-09 2018-03-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 763 -2 -0.26 54 -8.47 0.0129
2018-01-22 2017-12-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 765 0 0.00 59 13.46 0.0139
2017-11-08 2017-09-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 765 0 0.00 52 0.00 0.0134
2017-07-31 2017-06-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 765 0 0.00 52 4.00 0.0142
2017-04-26 2017-03-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 765 -86 -10.11 50 -9.09 0.0145
2017-01-27 2016-12-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 851 0 0.00 55 37.50 0.0181
2016-10-24 2016-09-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 851 0 0.00 40 2.56 0.0139
2016-07-20 2016-06-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 851 765 889.53 39 1,200.00 0.0146
2016-05-13 2016-03-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 86 -45 -34.35 3 -57.14 0.0012
2016-01-26 2015-12-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 7 16.67 0.0029
2015-10-29 2015-09-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 6 -14.29 0.0032
2015-08-14 2015-06-30 13F/A-1 LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 7 0.00 0.0033
2015-07-14 2015-06-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 7
2015-05-12 2015-03-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 7 -12.50 0.0032
2015-02-24 2014-12-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 8 14.29 0.0041
2014-10-09 2014-09-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 7 0.00 0.0041
2014-07-14 2014-06-30 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 7 0.00 0.0043
2014-04-10 2014-03-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 0 0.00 7 0.00 0.0046
2014-01-27 2013-12-31 13F LINCOLN NATIONAL COMMON STOCK 534187109 131 131 7 0.0049
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.