Jeremy Grantham's LNC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 20,381 shares of Lincoln National Corporation (LNC) worth $821,966, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in LNC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 630,688 shares. Largest reduction occurred in Q1 2023, reducing 632,700 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Lincoln National Corporation (LNC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln National Corporation (LNC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +419,494 | Add 0.00% | 419,493 | $36.47 |
| Q3 2013 | -37,100 | Reduce 8.84% | 382,393 | $41.99 |
| Q4 2013 | -25,627 | Reduce 6.70% | 356,766 | $51.62 |
| Q1 2014 | -166,093 | Reduce 46.56% | 190,673 | $50.67 |
| Q2 2014 | -135,373 | Reduce 71.00% | 55,300 | $51.45 |
| Q3 2014 | +24,500 | Add 44.30% | 79,800 | $53.58 |
| Q4 2014 | -13,000 | Reduce 16.29% | 66,800 | $57.66 |
| Q1 2015 | +5,000 | Add 7.49% | 71,800 | $57.47 |
| Q2 2015 | -13,800 | Reduce 19.22% | 58,000 | $59.22 |
| Q3 2015 | +630,688 | Add 1087.39% | 688,688 | $47.46 |
| Q4 2015 | -31,000 | Reduce 4.50% | 657,688 | $50.26 |
| Q1 2016 | +18,230 | Add 2.77% | 675,918 | $39.20 |
| Q2 2016 | -33,537 | Reduce 4.96% | 642,381 | $38.77 |
| Q3 2016 | -560,866 | Reduce 87.31% | 81,515 | $46.99 |
| Q4 2016 | -56,362 | Reduce 69.14% | 25,153 | $66.27 |
| Q1 2017 | +39,850 | Add 158.43% | 65,003 | $65.44 |
| Q2 2017 | +64,900 | Add 99.84% | 129,903 | $67.58 |
| Q3 2017 | -21,200 | Reduce 16.32% | 108,703 | $73.48 |
| Q4 2017 | +42,500 | Add 39.10% | 151,203 | $76.87 |
| Q1 2018 | -3,900 | Reduce 2.58% | 147,303 | $73.06 |
| Q2 2018 | -52,915 | Reduce 35.92% | 94,388 | $62.25 |
| Q3 2018 | -52,700 | Reduce 55.83% | 41,688 | $67.67 |
| Q4 2018 | -35,888 | Reduce 86.09% | 5,800 | $51.38 |
| Q1 2019 | -5,800 | Sold Out | 5,800 | $0.00 |
| Q2 2019 | +4,800 | New Buy | 4,800 | $64.38 |
| Q3 2019 | +28,562 | Add 595.04% | 33,362 | $60.31 |
| Q4 2019 | -11,583 | Reduce 34.72% | 21,779 | $59.00 |
| Q1 2020 | -21,779 | Sold Out | 21,779 | $0.00 |
| Q4 2020 | +369,200 | New Buy | 369,200 | $50.31 |
| Q1 2021 | +41,927 | Add 11.36% | 411,127 | $62.27 |
| Q2 2021 | +53,073 | Add 12.91% | 464,200 | $62.84 |
| Q3 2021 | +21,200 | Add 4.57% | 485,400 | $68.75 |
| Q4 2021 | -84,100 | Reduce 17.33% | 401,300 | $68.26 |
| Q1 2022 | +48,600 | Add 12.11% | 449,900 | $65.36 |
| Q2 2022 | +84,300 | Add 18.74% | 534,200 | $46.77 |
| Q3 2022 | +30,800 | Add 5.77% | 565,000 | $43.91 |
| Q4 2022 | +120,900 | Add 21.40% | 685,900 | $30.72 |
| Q1 2023 | -632,700 | Reduce 92.24% | 53,200 | $22.47 |
| Q2 2023 | -53,200 | Sold Out | 53,200 | $0.00 |
| Q3 2024 | +14,594 | New Buy | 14,594 | $31.51 |
| Q4 2024 | +2,385 | Add 16.34% | 16,979 | $31.71 |
| Q1 2025 | -1,228 | Reduce 7.23% | 15,751 | $35.91 |
| Q2 2025 | +58,727 | Add 372.85% | 74,478 | $34.60 |
| Q3 2025 | -54,097 | Reduce 72.63% | 20,381 | $40.33 |
Jeremy Grantham's Lincoln National Corporation Investment FAQs
Jeremy Grantham first purchased Lincoln National Corporation (LNC) in Q2 2013, acquiring 419,493 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Lincoln National Corporation (LNC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Lincoln National Corporation (LNC) was in Q3 2015, adding 688,688 shares worth $32.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 20,381 shares of Lincoln National Corporation (LNC), valued at approximately $821,966. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lincoln National Corporation (LNC) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Lincoln National Corporation (LNC) was 688,688 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.