링컨 내셔널 코퍼레이션
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionInvesco Ltd.
Latest Disclosed Ownership1,541,270 shares
Latest Disclosed Value $ 54,715,086
Invesco Ltd. reports 11.60% increase in ownership of LNC / Lincoln National Corporation

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 1,541,270 shares of Lincoln National Corporation (US:LNC) valued at $54,715,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 1,381,058 shares of Lincoln National Corporation. This represents a change in shares of 11.60% during the quarter. The current value of the position is $53,543,720 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)
2026-05-12 2026-03-31 13F LINCOLN NATL CORP IND COM 534187109 1,541,270 160,212 11.60 54,715 -11.03 0.0084
2026-02-19 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 1,381,058 -40,328 -2.84 61,499 7.28 0.0094
2025-11-13 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,421,386 -179,432 -11.21 57,324 3.50 0.0090
2025-08-13 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 1,600,818 2,905 0.18 55,388 -3.47 0.0094
2025-05-12 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 1,597,913 5,936 0.37 57,381 13.67 0.0109
2025-02-13 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 1,591,977 -180,162 -10.17 50,482 -9.60 0.0093
2024-11-12 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,772,139 204,041 13.01 55,840 14.50 0.0108
2024-08-13 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 1,568,098 -170,420 -9.80 48,768 -12.15 0.0103
2024-05-14 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 1,738,518 -1,346,389 -43.64 55,511 -33.28 0.0119
2024-02-13 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 3,084,907 190,744 6.59 83,200 16.43 0.0198
2023-11-13 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,894,163 -5,634,753 -66.07 71,457 -67.48 0.0192
2023-08-11 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,528,916 1,176,157 16.00 219,705 32.98 0.0576
2023-05-12 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 7,352,759 2,542,275 52.85 165,216 11.80 0.0461
2023-02-13 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 4,810,484 1,580,692 48.94 147,778 4.20 0.0433
2022-11-14 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 3,229,792 -94,476 -2.84 141,820 -8.78 0.0456
2022-08-15 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 3,324,268 318,767 10.61 155,477 -20.85 0.0471
2022-05-16 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 3,005,501 411,343 15.86 196,440 10.93 0.0501
2022-02-14 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,594,158 -95,720 -3.56 177,078 -4.25 0.0427
2021-11-15 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,689,878 -225,771 -7.74 184,929 0.93 0.0469
2021-08-17 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,915,649 314,291 12.08 183,219 13.11 0.0451
2021-05-17 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,601,358 517,772 24.85 161,988 54.53 0.0432
2021-02-16 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,083,586 133,959 6.87 104,826 71.62 0.0305
2020-11-16 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,949,627 237,001 13.84 61,082 -3.06 0.0206
2020-08-14 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 1,712,626 -137,412 -7.43 63,008 29.40 0.0225
2020-05-15 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 1,850,038 -305,544 -14.17 48,693 -61.72 0.0205
2020-02-14 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,155,582 60,995 2.91 127,201 0.68 0.0395
2019-11-14 2019-09-30 13F LINCOLN NATL CORP IND COM 534187109 2,094,587 -59,191 -2.75 126,345 -8.98 0.0330
2019-08-14 2019-06-30 13F/A-1 LINCOLN NATL CORP IND COM 534187109 2,153,778 800,628 59.17 138,812 74.76 0.0357
2019-08-14 2019-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,153,778 -1,347,277 138,812
2019-05-15 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 1,353,150 2,017 0.15 79,430 14.58 0.0268
2019-02-14 2018-12-31 13F LINCOLN NATL CORP IND COM 534187109 1,351,133 84,686 6.69 69,324 -19.10 0.0265
2018-11-14 2018-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,266,447 -256,782 -16.86 85,689 -9.63 0.0270
2018-08-14 2018-06-30 13F LINCOLN NATL CORP IND COM 534187109 1,523,229 545,963 55.87 94,822 32.81 0.0314
2018-05-15 2018-03-31 13F LINCOLN NATL CORP IND COM 534187109 977,266 -201,768 -17.11 71,398 -21.22 0.0267
2018-02-14 2017-12-31 13F LINCOLN NATL CORP IND COM 534187109 1,179,034 -108,022 -8.39 90,633 -4.17 0.0327
2017-11-14 2017-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,287,056 50,249 4.06 94,573 13.15 0.0349
2017-08-14 2017-06-30 13F LINCOLN NATL CORP IND COM 534187109 1,236,807 348,612 39.25 83,584 43.79 0.0260
2017-05-15 2017-03-31 13F LINCOLN NATL CORP IND COM 534187109 888,195 -574,956 -39.30 58,131 -40.05 0.0191
2017-02-14 2016-12-31 13F LINCOLN NATL CORP IND COM 534187109 1,463,151 -363,458 -19.90 96,963 12.99 0.0326
2016-11-14 2016-09-30 13F LINCOLN NATL CORP IND COM 534187109 1,826,609 -324,897 -15.10 85,815 2.88 0.0295
2016-08-15 2016-06-30 13F LINCOLN NATL CORP IND COM 534187109 2,151,506 -125,901 -5.53 83,413 -6.57 0.0306
2016-05-16 2016-03-31 13F LINCOLN NATL CORP IND COM 534187109 2,277,407 62,524 2.82 89,274 -19.80 0.0363
2016-02-16 2015-12-31 13F LINCOLN NATL CORP IND COM 534187109 2,214,883 -883,092 -28.51 111,320 -24.29 0.0444
2015-11-16 2015-09-30 13F LINCOLN NATL CORP IND COM 534187109 3,097,975 -247,938 -7.41 147,032 -25.80 0.0624
2015-08-14 2015-06-30 13F LINCOLN NATIONAL COMMON 534187109 3,345,913 -314,196 -8.58 198,143 -5.78 0.0778
2015-05-15 2015-03-31 13F LINCOLN NATIONAL COMMON 534187109 3,660,109 -637,864 -14.84 210,309 -15.15 0.0814
2015-02-13 2014-12-31 13F LINCOLN NATIONAL COMMON 534187109 4,297,973 -562,500 -11.57 247,864 -4.82 0.0958
2014-11-14 2014-09-30 13F LINCOLN NATIONAL COMMON 534187109 4,860,473 -116,194 -2.33 260,423 1.73 0.1040
2014-08-14 2014-06-30 13F LINCOLN NATIONAL COMMON 534187109 4,976,667 -4,579 -0.09 256,001 1.43 0.1007
2014-05-15 2014-03-31 13F LINCOLN NATIONAL COMMON 534187109 4,981,246 -800,430 -13.84 252,399 -15.43 0.1024
2014-02-13 2013-12-31 13F LINCOLN NATIONAL COMMON 534187109 5,781,676 543,894 10.38 298,449 35.70 0.1185
2013-11-13 2013-09-30 13F LINCOLN NATIONAL COMMON 534187109 5,237,782 582,971 12.52 219,935 29.56 0.0956
2013-08-14 2013-06-30 13F LINCOLN NATIONAL COMMON 534187109 4,654,811 4,654,811 169,760 0.0791
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.