Lincoln National CORP (LNC) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $654.6M

LNC ranks #904 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LNC is a top-conviction position for Bain Capital Prairie, LLC — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Arrowstreet Capital, Limited Partnership has added to its LNC position for two straight quarters, increasing it by $63.0M to reach $68.0M today.

Bain Capital Prairie, LLC has trimmed its LNC position for two straight quarters, cutting it by $172.2M while still holding $663.1M.

LNC is up 1.7% today, and institutions have been net buyers of $654.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LNC posted net income of $2.4B over the trailing twelve months.

• Profitable — net income of $2.4B over the trailing twelve months
• Revenue grew 7.9% year over year
• Net income improved year over year, from $1.1B to $2.4B
• Operating cash flow was negative, using $167.0M in cash
• Liabilities run 37.25x equity — a highly leveraged balance sheet worth noting