— Know what they know.
Not Investment Advice
Also trades as: LNC-PD (NYSE) · $vol 1M · 0JV3.L (LSE) · $vol 0M

LNC Smart Money

Lincoln National Corporation
1W: +2.3% 1M: -2.6% 3M: -6.2% YTD: -9.8% 1Y: +2.1% 3Y: +92.0% 5Y: -31.4%
$40.38
+0.21 (+0.52%)
After Hours: $40.26 (-0.12, -0.30%)
Weekly Expected Move ±3.6%
$37 $38 $40 $41 $43
NYSE · Financial Services · Insurance - Life · Tech Score Neutral · Power 47 · $7.7B mcap · 172M float · 1.15% daily turnover · Short 65% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $280.1M held by 362 funds, 113 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
697
Institutions Holding
-10 vs prior
72.6%
Ownership
+2.54%
83 New
238 Increased
259 Reduced
70 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-24 Cohen Adam M officer: interim cfo & cao A-Grant/Award 23,597 $— $0 Filing
2026-08-24 Cohen Adam M officer: interim cfo & cao A-Grant/Award 7,866 $— $0 Filing
2026-08-17 Chesney Curtis W. officer: evp, president of annuities G-Gift 637 $— $0 Filing
2026-08-17 Woodroffe Sean officer: evp, ch ppl comms ent srvc off S-Sale 11,000 $45.28 $498K Filing
2026-08-12 KELLY GARY C director S-Sale 15,007 $26.50 $398K Filing
2026-08-09 Neczypor Christopher M officer: evp & cfo F-Tax Withholding 2,464 $46.03 $113K Filing
2026-06-05 Beazer CraigT T officer: evp & general counsel S-Sale 30,000 $34.45 $1.0M Filing
2026-06-01 Woodroffe Sean officer: evp, ch ppl comms ent srvc off S-Sale 25,000 $34.75 $869K Filing
2026-06-01 Rallis Andrew officer: evp, chief risk officer F-Tax Withholding 20,052 $34.63 $694K Filing
2026-05-24 Kennedy John Christopher officer: evp, chief dist. & brand off F-Tax Withholding 23,801 $36.03 $858K Filing
2026-05-24 Woodroffe Sean officer: evp, ch ppl comms ent srvc off F-Tax Withholding 45,150 $36.03 $1.6M Filing
2026-05-24 Rallis Andrew officer: evp, chief risk officer F-Tax Withholding 32,281 $36.03 $1.2M Filing
2026-03-02 Woodroffe Sean officer: evp, ch ppl comms ent srvc off S-Sale 10,000 $34.46 $345K Filing
2026-02-19 Beazer CraigT T officer: evp & general counsel F-Tax Withholding 11,413 $40.10 $458K Filing
2026-02-19 Reid James Waltman officer: evp, pres. workplace solutions A-Grant/Award 42,810 $— $0 Filing
2026-02-19 Morriss John G officer: evp, chief investment officer A-Grant/Award 13,716 $— $0 Filing
2026-02-19 Kroll Brian officer: evp, head of life & annuities A-Grant/Award 20,574 $— $0 Filing
2026-02-19 Kennedy John Christopher officer: evp, chief dist. & brand off A-Grant/Award 22,026 $— $0 Filing
2026-02-19 Cooper Ellen officer: chairman, president & ceo A-Grant/Award 109,227 $— $0 Filing
2026-02-19 Cooper Ellen officer: chairman, president & ceo F-Tax Withholding 12,316 $40.10 $494K Filing
2026-02-19 Cooper Ellen officer: chairman, president & ceo F-Tax Withholding 80,413 $40.10 $3.2M Filing
2026-02-19 Cohen Adam M officer: cao A-Grant/Award 8,266 $— $0 Filing
2026-02-19 Charters Jennifer officer: evp, chief information officer A-Grant/Award 18,704 $— $0 Filing
2026-02-19 Beazer CraigT T officer: evp & general counsel A-Grant/Award 30,142 $— $0 Filing
2026-02-19 Adhya Nilanjan officer: evp chf ai data analytics off A-Grant/Award 19,951 $— $0 Filing

🏛️ Congressional Trades

25 records
Date Politician Chamber Type Amount Filing
2026-06-24 Ro Khanna House Buy $1,001 - $15,000 Filing
2025-07-03 Ro Khanna House Buy $1,001 - $15,000 Filing
2025-06-17 Lisa McClain House Sell $1,001 - $15,000 Filing
2025-06-11 Lisa McClain House Buy $1,001 - $15,000 Filing
2023-10-31 Ro Khanna House Sell $1,001 - $15,000 Filing
2023-08-07 Michael Patrick Guest House Buy $1,001 - $15,000 Filing
2023-05-19 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-04-17 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-04-10 Daniel Goldman House Sell $1,001 - $15,000 Filing
2023-03-14 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-02-14 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-12-06 Ro Khanna House Sell $1,001 - $15,000 Filing
2022-09-29 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-09-29 Ro Khanna House Sell $1,001 - $15,000 Filing
2022-08-01 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-07-21 Michael McCaul House Sell $1,001 - $15,000 Filing
2022-07-21 Michael McCaul House Sell $15,001 - $50,000 Filing
2022-07-20 Michael McCaul House Sell $15,001 - $50,000 Filing
2022-07-20 Michael McCaul House Sell $100,001 - $250,000 Filing
2022-07-19 Michael McCaul House Sell $15,001 - $50,000 Filing
2022-07-19 Michael McCaul House Sell $100,001 - $250,000 Filing
2022-06-28 Michael McCaul House Buy $15,001 - $50,000 Filing
2022-06-28 Michael McCaul House Sell $50,001 - $100,000 Filing
2022-06-27 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-05-10 Ro Khanna House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Bain Capital Prairie, LLC 18,759,497 $663M — 2026-06-30 Filing
BlackRock, Inc. 18,561,962 $656M +63,858 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 10,427,206 $369M +17,552 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 8,571,956 $303M +816,450 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 8,347,042 $295M +76,141 2026-06-30 Filing
MASSACHUSETTS FINANCIAL SERVICES CO /MA 6,373,067 $227M +491,735 2026-06-30 Filing
STATE STREET CORP 6,106,302 $216M +215,007 2026-06-30 Filing
JENNISON ASSOCIATES LLC 3,772,433 $133M -50,719 2026-06-30 Filing
MORGAN STANLEY 3,632,194 $128M -60,648 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 3,193,783 $113M +34,764 2026-06-30 Filing
NORGES BANK 2,290,874 $81M +2,290,874 2026-06-30 Filing
Sixth Street Partners Management Company 2,193,476 $78M +2,193,476 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,193,476 $78M +57,662 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 2,138,603 $76M -141,973 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 2,107,181 $74M +321,774 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,922,320 $68M +1,239,280 2026-06-30 Filing
NORTHERN TRUST CORP 1,896,611 $67M +44,079 2026-06-30 Filing
JUPITER ASSET MANAGEMENT LTD 1,869,735 $66M +73,064 2026-06-30 Filing
Bank of New York Mellon Corp 1,785,335 $63M +6,441 2026-06-30 Filing
Invesco Ltd. 1,600,963 $57M +59,693 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms