Jefferies Group's LNC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 12,923 shares of Lincoln National Corporation (LNC) worth $575,461, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in LNC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 130,727 shares. Largest reduction occurred in Q1 2025, reducing 145,294 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Lincoln National Corporation (LNC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln National Corporation (LNC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +83,524 | New Buy | 83,524 | $25.76 |
| Q3 2023 | -83,524 | Sold Out | 0 | $0.00 |
| Q4 2023 | +40,289 | New Buy | 40,289 | $26.97 |
| Q1 2024 | -40,289 | Sold Out | 0 | $0.00 |
| Q3 2024 | +22,000 | New Buy | 22,000 | $31.51 |
| Q4 2024 | +130,727 | Add 594.21% | 152,727 | $31.71 |
| Q1 2025 | -145,294 | Reduce 95.13% | 7,433 | $35.91 |
| Q2 2025 | -7,433 | Sold Out | 0 | $0.00 |
| Q4 2025 | +12,923 | New Buy | 12,923 | $44.53 |
Jefferies Group's Lincoln National Corporation Investment FAQs
Jefferies Group first purchased Lincoln National Corporation (LNC) in Q2 2023, acquiring 83,524 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Lincoln National Corporation (LNC) for 9 quarters since Q2 2023.
Jefferies Group's largest addition to Lincoln National Corporation (LNC) was in Q4 2024, adding 152,727 shares worth $4.84 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 12,923 shares of Lincoln National Corporation (LNC), valued at approximately $575,461.
As of the Q4 2025 filing, Lincoln National Corporation (LNC) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Lincoln National Corporation (LNC) was 152,727 shares, as reported at the end of Q4 2024.