Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionSavant Capital, LLC
Latest Disclosed Ownership10,310 shares
Latest Disclosed Value $ 366,003
Savant Capital, LLC reports 1.15% increase in ownership of LNC / Lincoln National Corporation

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 10,310 shares of Lincoln National Corporation (US:LNC) valued at $366,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,193 shares of Lincoln National Corporation. This represents a change in shares of 1.15% during the quarter. The current value of the position is $358,169 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)
2026-05-04 2026-03-31 13F LINCOLN NATL CORP IND COM 534187109 10,310 117 1.15 366 -19.21 0.0018
2026-02-10 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 10,193 1,323 14.92 454 26.89 0.0026
2026-03-04 2025-09-30 13F/A-1 LINCOLN NATL CORP IND COM 534187109 8,870 -3,211 -26.58 358 -14.59 0.0022
2025-11-05 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 13,426 -21 541 0.0029
2026-03-04 2025-06-30 13F/A-1 LINCOLN NATL CORP IND COM 534187109 12,081 -1,167 -8.81 418 -12.00 0.0030
2025-08-06 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 13,447 -24,735 465 0.0029
2026-03-04 2025-03-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 13,248 -16,875 -56.02 476 -50.26 0.0040
2025-05-08 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 38,182 8,059 1,371 0.0099
2025-01-29 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 30,123 -2,520 -7.72 955 -7.10 0.0075
2024-11-04 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 32,643 748 2.35 1,029 3.73 0.0085
2024-08-05 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 31,895 -13,723 -30.08 992 -31.94 0.0099
2024-05-06 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 45,618 36,206 384.68 1,457 475.49 0.0167
2024-02-05 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,412 1,148 13.89 254 24.02 0.0033
2023-11-07 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 8,264 8,264 204 0.0030
2023-05-02 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 0 -7,870 -100.00 0 -100.00
2023-02-13 2022-12-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 7,870 -1,611 -16.99 242 -42.07 0.0059
2023-02-07 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 7,870 -1,611 242 0.0059
2022-10-31 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 9,481 -736 -7.20 416 -12.97 0.0130
2022-07-22 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 10,217 596 6.19 478 -23.89 0.0145
2022-05-05 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 9,621 -21 -0.22 628 -4.56 0.0206
2022-02-08 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,642 470 5.12 658 4.28 0.0213
2021-11-12 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 9,172 469 5.39 631 15.36 0.0230
2021-08-04 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,703 115 1.34 547 2.24 0.0221
2021-05-04 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 8,588 216 2.58 535 27.08 0.0287
2021-02-03 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 8,372 -147 -1.73 421 57.68 0.0245
2020-11-04 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 8,519 104 1.24 267 -13.87 0.0183
2020-08-11 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,415 8,415 310 0.0235
2020-04-30 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 0 -6,466 -100.00 0 -100.00
2020-01-31 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,466 -1 -0.02 382 -2.05 0.0468
2019-11-12 2019-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,467 190 3.03 390 -3.70 0.0542
2019-08-06 2019-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,277 210 3.46 405 13.76 0.0571
2019-05-02 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,067 120 2.02 356 16.72 0.0668
2019-02-05 2018-12-31 13F LINCOLN NATL CORP IND COM 534187109 5,947 -20 -0.34 305 -24.50 0.0639
2018-10-22 2018-09-30 13F LINCOLN NATL CORP IND COM 534187109 5,967 0 0.00 404 8.89 0.0725
2018-08-07 2018-06-30 13F LINCOLN NATL CORP IND COM 534187109 5,967 -40 -0.67 371 -15.49 0.0792
2018-04-27 2018-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,007 -260 -4.15 439 -8.92 0.0926
2018-01-30 2017-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,267 -520 -7.66 482 -3.41 0.1014
2017-10-31 2017-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,787 -60 -0.88 499 7.78 0.1119
2017-08-03 2017-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,847 30 0.44 463 3.81 0.1094
2017-05-09 2017-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,817 37 0.55 446 -0.67 0.1103
2017-01-11 2016-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,780 0 0.00 449 40.75 0.1206
2016-10-28 2016-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,780 200 3.04 319 25.10 0.0877
2016-07-28 2016-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,580 -180 -2.66 255 -3.77 0.0729
2016-05-11 2016-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,760 1,010 17.57 265 -8.30 0.0805
2016-02-02 2015-12-31 13F LINCOLN NATL CORP IND COM 534187109 5,750 -250 -4.17 289 1.40 0.0901
2015-11-06 2015-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,000 40 0.67 285 -19.26 0.1021
2015-08-11 2015-06-30 13F LINCOLN NATL CORP IND COM 534187109 5,960 50 0.85 353 3.82 0.1188
2015-05-13 2015-03-31 13F LINCOLN NATL CORP IND COM 534187109 5,910 50 0.85 340 0.59 0.1204
2015-02-09 2014-12-31 13F LINCOLN NATL CORP IND COM 534187109 5,860 -190 -3.14 338 4.32 0.1280
2014-10-28 2014-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,050 -20 -0.33 324 3.85 0.1378
2014-08-05 2014-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,070 -270 -4.26 312 -2.80 0.1349
2014-05-13 2014-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,340 -30 -0.47 321 -2.43 0.1487
2014-01-28 2013-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,370 190 3.07 329 27.03 0.1613
2013-11-01 2013-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,180 -70 -1.12 259 13.60 0.1410
2013-07-29 2013-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,250 6,250 228 0.1323
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.