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Lincoln National Corporation

LNC Financials
$38.05 +$0.75 (2.01%)
Market Cap: $7.28 B
Gurus Holding
11
Popularity Rank
#345
% of Shares Held
1.49%
Net Activity (Q1 2026)
-$8.16 M

Guru Ownership Trend

Guru Analysis for Lincoln National Corporation (LNC)

Lincoln National Corporation (LNC), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $108.58 M.

Top institutional holders include Cliff Asness and Bill Miller.

Notably, Bill Miller has expressed high conviction in this stock, allocating 5.29% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.16 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, George Soros reduced exposure by 78.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$11.38 M
Total Buy Value
New Buys 1
Additions 5
-$19.54 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Lincoln National Corporation (LNC)

Major holders include Cliff Asness ($32.4 M), Bill Miller ($20.26 M), First Eagle Investment ($15.21 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.85 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.16 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited LNC. The total reported sell value was $19.54 M.

Yes, 1 managers opened new positions in LNC, and 5 increased their existing holdings. The total reported buy value was $11.38 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -23.6% 927,439 $32.4 M Q1 2026
5.29% Add 13.1% 570,690 $20.26 M Q1 2026
0.02% Add 4.5% 428,310 $15.21 M Q1 2026
0.03% Add 4.3% 261,751 $9.29 M Q1 2026
0.04% Reduce -7.8% 225,339 $8 M Q1 2026
0.01% New Buy 207,800 $7.38 M Q1 2026
0.02% Reduce -54.0% 140,126 $4.97 M Q1 2026
0.02% Add 18.1% 46,570 $1.65 M Q1 2026
0.00% Add 52.6% 30,550 $1.08 M Q1 2026
0.00% Reduce -39.9% 7,771 $275,871 Q1 2026
0.00% Reduce -78.6% 7,287 $258,689 Q1 2026
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