Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership59,933 shares
Latest Disclosed Value $ 2,127,635
Private Advisor Group, LLC reports 8.48% increase in ownership of LNC / Lincoln National Corporation

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 59,933 shares of Lincoln National Corporation (US:LNC) valued at $2,127,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,250 shares of Lincoln National Corporation. This represents a change in shares of 8.48% during the quarter. The current value of the position is $2,009,553 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 NATL CORP IND COM 534187109 59,933 4,683 8.48 2,128 -13.54 0.0094
2026-02-17 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 55,250 -1,625 -2.86 2,460 7.28 0.0111
2025-11-13 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 56,875 -7,718 -11.95 2,294 2.64 0.0113
2025-08-11 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 64,593 7,750 13.63 2,235 9.46 0.0120
2025-05-05 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 56,843 11,445 25.21 2,041 41.83 0.0123
2025-02-03 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 45,398 1,521 3.47 1,440 4.12 0.0081
2024-10-22 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 43,877 -34,632 -44.11 1,383 -43.38 0.0086
2024-08-05 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 78,509 3,491 4.65 2,442 1.92 0.0164
2024-04-30 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 75,018 36,992 97.28 2,395 133.66 0.0172
2024-02-06 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 38,026 1,791 4.94 1,026 14.65 0.0080
2023-11-03 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 36,235 4,205 13.13 895 6.18 0.0080
2023-08-10 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 32,030 22,233 226.94 843 282.73 0.0073
2023-05-10 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 9,797 9,797 220 0.0021
2022-10-14 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 0 -7,421 -100.00 0 -100.00
2022-07-13 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 7,421 441 6.32 347 -23.90 0.0031
2022-05-12 2022-03-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 6,980 284 4.24 456 -0.22 0.0035
2022-05-10 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,696 0 457 0.0034
2022-02-10 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,696 -5,091 -43.19 457 -43.58 0.0034
2021-10-14 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 11,787 3,893 49.32 810 63.31 0.0051
2021-08-12 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 7,894 -2,127 -21.23 496 -20.51 0.0043
2021-04-22 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 10,021 279 2.86 624 27.35 0.0060
2021-04-01 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,742 9,742 490 0.0051
2020-10-30 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 0 -5,898 -100.00 0 -100.00
2020-08-17 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 5,898 -2,425 -29.14 217 -0.91 0.0030
2020-05-12 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 8,323 -18,637 -69.13 219 -86.24 0.0040
2020-02-10 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 26,960 -7,176 -21.02 1,591 -22.73 0.0247
2019-11-13 2019-09-30 13F LINCOLN NATL CORP IND COM 534187109 34,136 -1,107 -3.14 2,059 -9.34 0.0320
2019-08-14 2019-06-30 13F LINCOLN NATL CORP IND COM 534187109 35,243 1,316 3.88 2,271 13.89 0.0411
2019-05-13 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 33,927 -980 -2.81 1,994 11.40 0.0393
2019-02-08 2018-12-31 13F LINCOLN NATL CORP IND COM 534187109 34,907 338 0.98 1,790 -23.47 0.0431
2018-11-01 2018-09-30 13F LINCOLN NATL CORP IND COM 534187109 34,569 -8,663 -20.04 2,339 -14.10 0.0479
2018-08-09 2018-06-30 13F LINCOLN NATL CORP IND COM 534187109 43,232 43,232 2,723 0.0447
2018-05-09 2018-03-31 13F LINCOLN NATL CORP IND COM 534187109 0 -30,738 -100.00 0 -100.00
2018-02-07 2017-12-31 13F LINCOLN NATL CORP IND COM 534187109 30,738 -955 -3.01 2,424 2.41 0.1024
2017-11-13 2017-09-30 13F LINCOLN NATL CORP IND COM 534187109 31,693 23,331 279.01 2,367 300.51 0.0585
2017-08-10 2017-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,362 -728 -8.01 591 0.68 0.0160
2017-05-10 2017-03-31 13F LINCOLN NATL CORP IND COM 534187109 9,090 -1,359 -13.01 587 -16.97 0.0164
2017-02-09 2016-12-31 13F LINCOLN NATL CORP IND COM 534187109 10,449 -4,561 -30.39 707 -1.39 0.0232
2016-11-10 2016-09-30 13F LINCOLN NATL CORP IND COM 534187109 15,010 8 0.05 717 25.79 0.0292
2016-08-09 2016-06-30 13F LINCOLN NATL CORP IND COM 534187109 15,002 -356 -2.32 570 -6.25 0.0230
2016-05-13 2016-03-31 13F LINCOLN NATL CORP IND COM 534187109 15,358 659 4.48 608 -17.73 0.0294
2016-02-09 2015-12-31 13F LINCOLN NATL CORP IND COM 534187109 14,699 208 1.44 739 7.41 0.0354
2015-11-13 2015-09-30 13F LINCOLN NATL CORP IND COM 534187109 14,491 -227 -1.54 688 -21.10 0.0378
2015-08-13 2015-06-30 13F LINCOLN NATL CORP IND COM 534187109 14,718 -4,165 -22.06 872 -19.63 0.0414
2015-05-13 2015-03-31 13F LINCOLN NATL CORP IND COM 534187109 18,883 2,216 13.30 1,085 12.90 0.0625
2015-02-17 2014-12-31 13F LINCOLN NATL CORP IND COM 534187109 16,667 67 0.40 961 8.10 0.0619
2014-11-12 2014-09-30 13F LINCOLN NATL CORP IND COM 534187109 16,600 -1,244 -6.97 889 -3.16 0.0615
2014-08-08 2014-06-30 13F LINCOLN NATL CORP IND COM 534187109 17,844 1,313 7.94 918 9.55 0.0790
2014-05-15 2014-03-31 13F LINCOLN NATL CORP IND COM 534187109 16,531 2,423 17.17 838 15.11 0.0883
2014-02-13 2013-12-31 13F LINCOLN NATL CORP IND COM 534187109 14,108 14,108 728 0.0813
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.