Joel Greenblatt's LNC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 143,369 shares of Lincoln National Corporation (LNC) worth $5.78 M, representing 0.03% 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, Joel Greenblatt has maintained a long-term strategic position in LNC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 103,907 shares. Largest reduction occurred in Q2 2019, reducing 27,519 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Lincoln National Corporation (LNC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln National Corporation (LNC) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +10,286 | Add 0.00% | 10,285 | $36.46 |
| Q3 2013 | -920 | Reduce 8.95% | 9,365 | $41.96 |
| Q4 2013 | -2,922 | Reduce 31.20% | 6,443 | $51.68 |
| Q1 2014 | +391 | Add 6.07% | 6,834 | $50.63 |
| Q2 2014 | -6,834 | Sold Out | 6,834 | $0.00 |
| Q4 2014 | +4,746 | New Buy | 4,746 | $57.73 |
| Q1 2015 | -792 | Reduce 16.69% | 3,954 | $57.41 |
| Q2 2015 | -338 | Reduce 8.55% | 3,616 | $59.18 |
| Q3 2015 | +921 | Add 25.47% | 4,537 | $47.39 |
| Q4 2015 | -4,537 | Sold Out | 4,537 | $0.00 |
| Q4 2018 | +9,311 | New Buy | 9,311 | $51.34 |
| Q1 2019 | +22,501 | Add 241.66% | 31,812 | $58.69 |
| Q2 2019 | -27,519 | Reduce 86.51% | 4,293 | $64.52 |
| Q3 2019 | -4,293 | Sold Out | 4,293 | $0.00 |
| Q4 2019 | +5,683 | New Buy | 5,683 | $58.95 |
| Q1 2020 | +6,644 | Add 116.91% | 12,327 | $26.28 |
| Q2 2020 | +721 | Add 5.85% | 13,048 | $36.79 |
| Q3 2020 | -13,048 | Sold Out | 13,048 | $0.00 |
| Q4 2020 | +4,062 | New Buy | 4,062 | $50.22 |
| Q1 2021 | +1,628 | Add 40.08% | 5,690 | $62.21 |
| Q2 2021 | +1,620 | Add 28.47% | 7,310 | $62.79 |
| Q3 2021 | -230 | Reduce 3.15% | 7,080 | $68.79 |
| Q4 2021 | -7,080 | Sold Out | 7,080 | $0.00 |
| Q4 2022 | +17,539 | New Buy | 17,539 | $30.72 |
| Q1 2023 | +23,036 | Add 131.34% | 40,575 | $22.47 |
| Q2 2023 | -13,116 | Reduce 32.33% | 27,459 | $25.76 |
| Q3 2023 | -27,459 | Sold Out | 27,459 | $0.00 |
| Q4 2023 | +12,199 | New Buy | 12,199 | $26.97 |
| Q1 2024 | -12,199 | Sold Out | 12,199 | $0.00 |
| Q2 2024 | +10,992 | New Buy | 10,992 | $31.10 |
| Q3 2024 | +204 | Add 1.86% | 11,196 | $31.51 |
| Q4 2024 | +524 | Add 4.68% | 11,720 | $31.71 |
| Q1 2025 | +33,713 | Add 287.65% | 45,433 | $35.91 |
| Q2 2025 | -5,971 | Reduce 13.14% | 39,462 | $34.60 |
| Q3 2025 | +103,907 | Add 263.31% | 143,369 | $40.33 |
Joel Greenblatt's Lincoln National Corporation Investment FAQs
Joel Greenblatt first purchased Lincoln National Corporation (LNC) in Q2 2013, acquiring 10,285 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt 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.
Joel Greenblatt's largest addition to Lincoln National Corporation (LNC) was in Q3 2025, adding 143,369 shares worth $5.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 143,369 shares of Lincoln National Corporation (LNC), valued at approximately $5.78 M. 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 0.03% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Lincoln National Corporation (LNC) was 143,369 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.