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Lincoln National Corporation

LNC Financials
$43.03 $-0.53 (-1.22%)
Market Cap: $8.39 B
Gurus Holding
10
Popularity Rank
#515
% of Shares Held
1.96%
Net Activity (Q2 2026)
+$31.5 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $161.17 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Notably, Bill Miller has expressed high conviction in this stock, allocating 5.04% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $31.5 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 405.1%. Conversely, Ray Dalio reduced exposure by 28.9%.

Key Holders

Top 5 by Value

$49.82 M
$25.02 M
$21.32 M
$10.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$44.27 M
Total Buy Value
New Buys 1
Additions 6
-$12.77 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Lincoln National Corporation (LNC)

Major holders include Cliff Asness ($49.82 M), Joel Greenblatt ($25.02 M), Bill Miller ($21.32 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.75 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $31.5 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited LNC. The total reported sell value was $12.77 M.

Yes, 1 managers opened new positions in LNC, and 6 increased their existing holdings. The total reported buy value was $44.27 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 52.0% 1,409,411 $49.82 M Q2 2026
0.06% Add 405.1% 707,709 $25.02 M Q2 2026
5.04% Add 5.7% 603,160 $21.32 M Q2 2026
0.02% Reduce -18.6% 348,750 $12.33 M Q2 2026
0.03% Add 9.8% 287,481 $10.16 M Q2 2026
0.02% Reduce -28.9% 160,168 $5.66 M Q2 2026
0.03% Add 141.3% 112,377 $3.97 M Q2 2026
0.01% Add 120.1% 67,224 $2.38 M Q2 2026
0.34% New Buy 42,000 $1.48 M Q2 2026
0.00% Reduce -7.1% 7,219 $255,192 Q2 2026
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