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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$803M +$45.8M +1,183,934 +6%
BlackRock
2
BlackRock
New York
$743M +$75.2M +1,944,841 +12%
State Street
3
State Street
Massachusetts
$241M -$8.59M -222,126 -4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$240M +$40M +1,035,505 +21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$231M +$44.8M +1,157,599 +25%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$210M +$54.3M +1,403,500 +37%
First Trust Advisors
7
First Trust Advisors
Illinois
$197M +$9.07M +234,415 +5%
Morgan Stanley
8
Morgan Stanley
New York
$171M +$12.9M +333,762 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$119M +$1.8M +46,503 +2%
LSV Asset Management
10
LSV Asset Management
Illinois
$105M -$4.7M -121,441 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$98.3M +$39.4M +1,018,234 +72%
Principal Financial Group
12
Principal Financial Group
Iowa
$94.1M -$17.8M -460,864 -16%
Jennison Associates
13
Jennison Associates
New York
$93.5M +$40.9M +1,056,710 +84%
Charles Schwab
14
Charles Schwab
California
$83.4M +$310K +8,014 +0.4%
Northern Trust
15
Northern Trust
Illinois
$81.5M -$17.4M -449,510 -18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$76.7M -$342K -8,831 -0.5%
UBS Group
17
UBS Group
Switzerland
$70.9M +$14.8M +382,599 +28%
Goldman Sachs
18
Goldman Sachs
New York
$63.6M +$1.45M +37,591 +2%
Invesco
19
Invesco
Georgia
$57.3M -$6.94M -179,432 -11%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$49M -$16.2M -418,797 -25%
Bank of America
21
Bank of America
North Carolina
$48.1M -$754K -19,494 -2%
Barclays
22
Barclays
United Kingdom
$46.3M -$8.81M -227,839 -17%
AU
23
Algebris (UK)
United Kingdom
$44M -$16.1M -416,257 -28%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$41.2M +$38.9M +1,005,624 +6,173%
Wells Fargo
25
Wells Fargo
California
$36.4M -$2.95M -76,294 -8%