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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1
Bain Capital Prairie
Massachusetts
$663M
BlackRock
2
BlackRock
New York
$656M +$2.3M +63,858 +0.3%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$369M +$631K +17,552 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$303M +$29.4M +816,450 +11%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$295M +$2.74M +76,141 +0.9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$227M +$17.7M +491,735 +8%
State Street
7
State Street
Massachusetts
$216M +$7.73M +215,007 +4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$177M +$20.3M +565,854 +13%
Jennison Associates
9
Jennison Associates
New York
$133M -$1.82M -50,719 -1%
Morgan Stanley
10
Morgan Stanley
New York
$128M -$2.18M -60,648 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$113M +$1.25M +34,764 +1%
LSV Asset Management
12
LSV Asset Management
Illinois
$89.8M -$712K -19,800 -0.8%
Norges Bank
13
Norges Bank
Norway
$81M +$82.4M +2,290,874 New
Charles Schwab
14
Charles Schwab
California
$77.5M +$2.07M +57,662 +3%
Principal Financial Group
15
Principal Financial Group
Iowa
$75.6M -$5.11M -141,973 -6%
Goldman Sachs
16
Goldman Sachs
New York
$74.5M +$11.6M +321,774 +18%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$68M +$44.6M +1,239,280 +181%
Northern Trust
18
Northern Trust
Illinois
$67M +$1.59M +44,079 +2%
JAM
19
Jupiter Asset Management
United Kingdom
$66.1M +$2.63M +73,064 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$63.1M +$232K +6,441 +0.4%
Invesco
21
Invesco
Georgia
$56.6M +$2.15M +59,693 +4%
Bank of America
22
Bank of America
North Carolina
$56.3M +$5.9M +163,969 +11%
Victory Capital Management
23
Victory Capital Management
Texas
$52.7M +$899K +24,995 +2%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$52.7M -$264K -7,348 -0.5%
First Trust Advisors
25
First Trust Advisors
Illinois
$51M -$24.7M -686,441 -32%

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.