LNC
LINCOLN NATIONAL CORPORATIONMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $28 | $35 | +23% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $27 | $35 | +28% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $27 | $35 | +28% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $27 | $35 | +28% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $27 | $35 | +28% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $27 | $35 | +28% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $27 | $35 | +28% |
| Soros Fund Management | Q1 2026(8Q snapshot) | 1Q | $40 | $35 | -14% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q4 2025 | Q1 2026 | → $40 | +0% |
| Maverick Capital 2× in & out | Q3 2021 | Q4 2021 | → $59 | +9% |
| Viking Global Investors 2× in & out | Q4 2017 | Q1 2019 | → $43 | -16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at LINCOLN NATIONAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001214659-26-007235Jun 8, 2026
- Form 40001214659-26-007123Jun 3, 2026
- Form 40001214659-26-007122Jun 3, 2026
- Form 40001214659-26-006718May 26, 2026
- Form 40001214659-26-006717May 26, 2026
- Form 40001214659-26-006716May 26, 2026
- Form 40001214659-26-004252Apr 2, 2026
- Form 40001214659-26-004251Apr 2, 2026
- Form 40001214659-26-004250Apr 2, 2026
- Form 40001214659-26-004249Apr 2, 2026
- Form 40001214659-26-004248Apr 2, 2026
- Form 40001214659-26-004247Apr 2, 2026
- Form 40001214659-26-004246Apr 2, 2026
- Form 40001214659-26-004245Apr 2, 2026
- Form 40001214659-26-004244Apr 2, 2026
Fundamentals
XBRL · LINCOLN NATIONAL CORPORATIONAnnual figures sourced directly from LINCOLN NATIONAL CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for LINCOLN NATIONAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 1, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventApr 16, 2026
- DEF 14AProxy statementApr 16, 2026
- 8-KMaterial eventMar 31, 2026
- S-4Registration (M&A)Feb 20, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 12, 2026
- 8-KMaterial eventNov 10, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KMaterial eventMay 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $34 | $35 | +1% |
| Soros Fund Management | Q1 2026 | open | $40 | $35 | -14% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $40 | $41 | +2% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $40 | $40 | +0% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $32 | $33 | +1% |
| Bridgewater Associates | Q3 2024 | open | $27 | $35 | +31% |
| Citadel Advisors | Q3 2024 | open | $27 | $35 | +28% |
| Two Sigma Investments | Q3 2024 | open | $27 | $35 | +28% |
| D.E. Shaw | Q3 2024 | open | $27 | $35 | +28% |
| AQR Capital Management | Q3 2024 | open | $27 | $35 | +28% |
| Millennium Management | Q3 2024 | open | $27 | $35 | +28% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $27 | $32 | +20% |
| Bridgewater Associates | Q3 2022 | Q1 2023 | $40 | $29 | -28% |
| Maverick Capital | Q3 2021 | Q4 2021 | $54 | $59 | +9% |
| Maverick Capital | Q2 2020 | Q3 2020 | $24 | $29 | +20% |
| Viking Global Investors | Q4 2017 | Q1 2019 | $52 | $43 | -16% |
| Viking Global Investors | Q2 2017 | Q3 2017 | $47 | $50 | +7% |
| Bridgewater Associates | Q2 2017 | Q4 2019 | $47 | $44 | -8% |
| Bridgewater Associates | Q2 2016 | Q4 2016 | $29 | $40 | +37% |
| Bridgewater Associates | Q2 2014 | Q1 2016 | $33 | $21 | -37% |
| Bridgewater Associates | Q3 2013 | Q1 2014 | $28 | $32 | +15% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.