Ray Dalio's LNC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 244,301 shares of Lincoln National Corporation (LNC) worth $10.88 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in LNC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 651,262 shares. Largest reduction occurred in Q1 2019, reducing 536,741 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Lincoln National Corporation (LNC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln National Corporation (LNC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -86,467 | Reduce 26.14% | 244,301 | $44.53 |
| Q3 2025 | -163,116 | Reduce 33.03% | 330,768 | $40.33 |
| Q2 2025 | +20,251 | Add 4.28% | 493,884 | $34.60 |
| Q1 2025 | +92,671 | Add 24.33% | 473,633 | $35.91 |
| Q4 2024 | +177,723 | Add 87.45% | 380,962 | $31.71 |
| Q3 2024 | +65,384 | Add 47.43% | 203,239 | $31.51 |
| Q2 2024 | +137,855 | New Buy | 137,855 | $31.10 |
| Q4 2022 | -9,447 | Sold Out | 0 | $0.00 |
| Q3 2022 | -4,297 | Reduce 31.26% | 9,447 | $43.93 |
| Q2 2022 | +13,744 | New Buy | 13,744 | $46.78 |
| Q3 2019 | -32,802 | Sold Out | 0 | $0.00 |
| Q2 2019 | -102,660 | Reduce 75.79% | 32,802 | $64.45 |
| Q1 2019 | -536,741 | Reduce 79.85% | 135,462 | $58.70 |
| Q4 2018 | +651,262 | Add 3109.99% | 672,203 | $51.31 |
| Q3 2018 | -119,240 | Reduce 85.06% | 20,941 | $67.67 |
| Q2 2018 | +107,114 | Add 323.93% | 140,181 | $62.25 |
| Q1 2018 | +29,683 | Add 877.16% | 33,067 | $73.06 |
| Q4 2017 | +421 | Add 14.21% | 3,384 | $76.83 |
| Q3 2017 | -9,153 | Reduce 75.54% | 2,963 | $73.57 |
| Q2 2017 | +4,844 | Add 66.61% | 12,116 | $67.60 |
| Q1 2017 | +7,272 | New Buy | 7,272 | $65.46 |
| Q3 2016 | -282,200 | Sold Out | 0 | $0.00 |
| Q2 2016 | +81,174 | Add 40.38% | 282,200 | $38.77 |
| Q1 2016 | +201,026 | New Buy | 201,026 | $39.20 |
| Q4 2015 | -97,621 | Sold Out | 0 | $0.00 |
| Q3 2015 | +51,000 | Add 109.39% | 97,621 | $47.46 |
| Q2 2015 | +18,600 | Add 66.38% | 46,621 | $59.22 |
| Q1 2015 | -3,471 | Reduce 11.02% | 28,021 | $57.46 |
| Q4 2014 | -1,000 | Reduce 3.08% | 31,492 | $57.67 |
| Q3 2014 | +2,700 | Add 9.06% | 32,492 | $53.58 |
| Q2 2014 | +8,074 | Add 37.18% | 29,792 | $51.46 |
| Q1 2014 | +21,718 | New Buy | 21,718 | $50.65 |
| Q4 2013 | -27,018 | Sold Out | 0 | $0.00 |
| Q3 2013 | +17,300 | Add 178.02% | 27,018 | $41.97 |
| Q2 2013 | +9,718 | Add 0.00% | 9,718 | $36.43 |
Ray Dalio's Lincoln National Corporation Investment FAQs
Ray Dalio first purchased Lincoln National Corporation (LNC) in Q2 2013, acquiring 9,718 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Lincoln National Corporation (LNC) for 35 quarters since Q2 2013.
Ray Dalio's largest addition to Lincoln National Corporation (LNC) was in Q4 2018, adding 672,203 shares worth $34.49 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 244,301 shares of Lincoln National Corporation (LNC), valued at approximately $10.88 M.
As of the Q4 2025 filing, Lincoln National Corporation (LNC) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Lincoln National Corporation (LNC) was 672,203 shares, as reported at the end of Q4 2018.