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Lincoln National Top Holdings and 13F Report (2025)

About Lincoln National

Lincoln National NYSE: LNC has filed 13-F forms with the SEC as an investor. Lincoln National is itself a publicly traded company. Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates in four segments: Life Insurance, Annuities, Group Protection, and Retirement Plan Services. For more information on Lincoln National stock, visit the Lincoln National stock profile here.

Investment Activity

  • Lincoln National has $3.11 billion in total holdings as of December 31, 2024.
  • Lincoln National owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 37.08% of the portfolio was purchased this quarter.
  • About 30.53% of the portfolio was sold this quarter.
  • This quarter, Lincoln National has purchased 23 new stocks and bought additional shares in 14 stocks.
  • Lincoln National sold shares of 1 stock and completely divested from 8 stocks this quarter.

Largest Holdings

Vanguard Growth ETF
$293,111,211
Vanguard Value ETF
$239,161,306

Largest New Holdings this Quarter

Vanguard Growth ETF
$293,111,211 Holding
Vanguard Value ETF
$239,161,306 Holding
Vanguard S&P 500 ETF
$208,894,482 Holding
Vanguard Russell 3000 ETF
$119,544,556 Holding
Vanguard Small-Cap ETF
$65,351,114 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
714,139 shares (about $293.11M)
Vanguard Value ETF
1,412,648 shares (about $239.16M)
Vanguard S&P 500 ETF
387,696 shares (about $208.89M)
Vanguard Russell 3000 ETF
460,247 shares (about $119.54M)
Schwab U.S. TIPS ETF
4,118,522 shares (about $106.38M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
445,390 shares (about $129.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLincoln National

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$293,111,211$293,111,211 New Holding714,1399.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$270,739,012$10,972,804 4.2%3,503,8058.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$239,330,315$129,078,476 -35.0%825,8187.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$239,161,306$239,161,306 New Holding1,412,6487.7%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$212,508,524$106,381,423 100.2%8,227,1986.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$208,894,482$208,894,482 New Holding387,6966.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$202,247,571$10,089,928 5.3%4,123,2946.5%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$177,587,846$7,449,235 4.4%3,093,3265.7%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$158,413,876$12,811,738 8.8%2,314,9775.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$157,456,101$7,875,811 5.3%3,292,6835.1%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$156,736,299$8,568,217 5.8%3,456,9105.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$149,029,406$8,785,408 6.3%1,994,2384.8%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$119,544,556$119,544,556 New Holding460,2473.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$105,116,353$7,144,636 7.3%2,012,9523.4%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$91,833,905$4,233,416 4.8%1,292,7073.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$85,582,800$1,390,827 1.7%1,943,2972.8%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$85,552,355$6,241,322 7.9%1,347,9182.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$65,351,114$65,351,114 New Holding271,9792.1%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$33,124,559$1,680,452 5.3%289,3481.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$30,545,364$30,545,364 New Holding160,7821.0%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$26,146,984$2,341,636 9.8%660,9450.8%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$0$281,689,831 -100.0%00.0%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$0$247,398,371 -100.0%00.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$0$105,929,024 -100.0%00.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$0$44,904,876 -100.0%00.0%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$0$44,518,490 -100.0%00.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$0$41,713,196 -100.0%00.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$0$41,639,563 -100.0%00.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$0$11,893,326 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data