Ray Dalio's LNC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 330,768 shares of Lincoln National Corporation (LNC) worth $13.34 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 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 |
|---|---|---|---|---|
| Q2 2013 | +9,719 | Add 0.00% | 9,718 | $36.43 |
| Q3 2013 | +17,300 | Add 178.02% | 27,018 | $41.97 |
| Q4 2013 | -27,018 | Sold Out | 0 | $0.00 |
| Q1 2014 | +21,718 | New Buy | 21,718 | $50.65 |
| Q2 2014 | +8,074 | Add 37.18% | 29,792 | $51.46 |
| Q3 2014 | +2,700 | Add 9.06% | 32,492 | $53.58 |
| Q4 2014 | -1,000 | Reduce 3.08% | 31,492 | $57.67 |
| Q1 2015 | -3,471 | Reduce 11.02% | 28,021 | $57.46 |
| Q2 2015 | +18,600 | Add 66.38% | 46,621 | $59.22 |
| Q3 2015 | +51,000 | Add 109.39% | 97,621 | $47.46 |
| Q4 2015 | -97,621 | Sold Out | 0 | $0.00 |
| Q1 2016 | +201,026 | New Buy | 201,026 | $39.20 |
| Q2 2016 | +81,174 | Add 40.38% | 282,200 | $38.77 |
| Q3 2016 | -282,200 | Sold Out | 0 | $0.00 |
| Q1 2017 | +7,272 | New Buy | 7,272 | $65.46 |
| Q2 2017 | +4,844 | Add 66.61% | 12,116 | $67.60 |
| Q3 2017 | -9,153 | Reduce 75.54% | 2,963 | $73.57 |
| Q4 2017 | +421 | Add 14.21% | 3,384 | $76.83 |
| Q1 2018 | +29,683 | Add 877.16% | 33,067 | $73.06 |
| Q2 2018 | +107,114 | Add 323.93% | 140,181 | $62.25 |
| Q3 2018 | -119,240 | Reduce 85.06% | 20,941 | $67.67 |
| Q4 2018 | +651,262 | Add 3109.99% | 672,203 | $51.31 |
| Q1 2019 | -536,741 | Reduce 79.85% | 135,462 | $58.70 |
| Q2 2019 | -102,660 | Reduce 75.79% | 32,802 | $64.45 |
| Q3 2019 | -32,802 | Sold Out | 0 | $0.00 |
| Q2 2022 | +13,744 | New Buy | 13,744 | $46.78 |
| Q3 2022 | -4,297 | Reduce 31.26% | 9,447 | $43.93 |
| Q4 2022 | -9,447 | Sold Out | 0 | $0.00 |
| Q2 2024 | +137,855 | New Buy | 137,855 | $31.10 |
| Q3 2024 | +65,384 | Add 47.43% | 203,239 | $31.51 |
| Q4 2024 | +177,723 | Add 87.45% | 380,962 | $31.71 |
| Q1 2025 | +92,671 | Add 24.33% | 473,633 | $35.91 |
| Q2 2025 | +20,251 | Add 4.28% | 493,884 | $34.60 |
| Q3 2025 | -163,116 | Reduce 33.03% | 330,768 | $40.33 |
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 34 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 Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 330,768 shares of Lincoln National Corporation (LNC), valued at approximately $13.34 M.
As of the Q3 2025 filing, Lincoln National Corporation (LNC) represents approximately 0.05% 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.