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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 $3.45 billion in total holdings as of June 30, 2025.
  • Lincoln National owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 6.88% of the portfolio was purchased this quarter.
  • About 4.72% of the portfolio was sold this quarter.
  • This quarter, Lincoln National has purchased 20 new stocks and bought additional shares in 11 stocks.
  • Lincoln National sold shares of 8 stocks and completely divested from 1 stock this quarter.

Largest Purchases this Quarter

Schwab U.S. TIPS ETF
5,726,082 shares (about $152.37M)
iShares Core MSCI Emerging Markets ETF
567,686 shares (about $39.60M)
Vanguard Growth ETF
52,872 shares (about $23.09M)
Vanguard Long-Term Bond ETF
65,347 shares (about $4.49M)
Vanguard Short-Term Bond ETF
50,808 shares (about $3.98M)

Largest Sales this Quarter

Vanguard Value ETF
95,402 shares (about $18.72M)
Vanguard FTSE Pacific ETF
64,363 shares (about $6.29M)
Vanguard FTSE Developed Markets ETF
92,670 shares (about $5.94M)
Vanguard FTSE All-World ex-US ETF
71,314 shares (about $5.36M)
Vanguard Small-Cap ETF
17,373 shares (about $4.55M)

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
$314,075,160$23,093,961 7.9%719,0539.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$306,115,228$3,983,855 1.3%3,904,0338.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$274,536,578$18,717,872 -6.4%1,399,2697.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$265,181,546$1,935,447 0.7%826,6007.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$249,009,370$5,355,681 -2.1%3,315,7047.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$237,037,862$152,371,042 180.0%8,907,8496.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$230,588,570$2,530,624 1.1%385,8906.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$226,235,929$3,815,699 1.7%4,708,3446.6%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$180,698,403$4,494,567 2.6%2,627,1945.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$178,002,380$1,905,794 1.1%3,791,3185.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$170,043,201$5,938,294 -3.4%2,653,6084.9%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$168,707,222$2,617,019 1.6%2,185,8934.9%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$133,043,847$1,346,137 1.0%462,6413.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$114,168,125$39,596,098 53.1%1,636,8193.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$111,736,939$2,397,504 -2.1%1,449,0593.2%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$109,958,240$259,572 -0.2%1,333,9593.2%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$75,627,676$6,290,196 -7.7%773,8432.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$74,468,571$4,550,336 -5.8%284,3182.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$34,741,098$369,205 -1.1%168,8101.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$0$119,047,327 -100.0%00.0%ETF

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