Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LINCOLN NATL CORP IND (LNC)

615 + Investors. Track Smart Money conviction in LNC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — LNC

Based on 587 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LNC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
587 hedge funds hold LNC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

306 buying256 selling
Last quarter: 306 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new LNC position: 71 → 66 → 86 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
394 out of 587 hedge funds have held LNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

72 → 71 → 66 → 86 → 99 new funds/Q
New funds entering each quarter: 71 → 66 → 86 → 99. A growing number of institutions are discovering LNC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Of 615 current holders: 426 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
42 of 587 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in LNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LNC

How many hedge funds hold LNC — quarterly history vs. share price
Quarterly hedge fund ownership of LNC vs. share price

Market Analysis: LNC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LNC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

66 top-rated funds 5 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: LNC
2026 Q1 Stats Unlock in 10 days 615 + Investors

Track Smart Money conviction in LNC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 615 594 3.54%
13F Shares 162M 139M 16.67%
Total Value $6.96B $5.37B 29.61%
New Positions 99 86 +13
Increased Positions 239 237 +2
Closed Positions 73 52 +21
Reduced Positions 239 224 +15
Total Calls 16 19 -15.79%
Total Puts 18 19 -5.26%
PUT/CALL Ratio 1.12 1.0 Neutral

Statistics: LNC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

615 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LNC. Verified SEC 13F-HR filings.

Top 25 institutional holders of LNC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cordgrass Capital Advisors, LLC 1.83% 219,577 $7.8M
2 Parrish Capital LLC 1.35% 33,521 $1.5M
3 ALLEN WEALTH MANAGEMENT, LLC 1.04% 58,752 $2.1M
4 Insight Inv LLC 0.94% 48,577 $1.7M
5 DMC Group, LLC 0.75% 31,313 $1.1M
6 Trust Investment Advisors 0.74% 35,754 $1.3M
7 Nicholas Wealth, LLC. 0.71% 29,091 $1.0M
8 Register Financial Advisors LLC 0.63% 48,304 $1.7M
9 HFG Advisors, Inc. 0.58% 23,284 $827K
10 Wealthstar Advisors, LLC 0.55% 33,317 $1.2M
11 Range Financial Group LLC 0.43% 36,175 $1.3M
12 Oliver Luxxe Assets LLC 0.32% 60,199 $2.1M
13 Boit C F David 0.31% 19,990 $710K
14 Urban Wealth Management, LLC 0.27% 7,565 $269K
15 Huntleigh Advisors, Inc. 0.26% 43,060 $1.5M
16 Advisors Capital Management, LLC 0.24% 585,165 $20.8M
17 Bayforest Capital Ltd 0.23% 5,743 $204K
18 MTM Investment Management, LLC 0.21% 18,612 $661K
19 WOODSTOCK CORP 0.21% 65,728 $2.3M
20 Lynx Investment Advisory 0.17% 10,021 $356K
21 NAPLES GLOBAL ADVISORS, LLC 0.16% 62,525 $2.2M
22 BEARING POINT CAPITAL, LLC 0.15% 26,600 $944K
23 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.15% 117,408 $4.2M
24 Carson Advisory Inc. 0.15% 7,950 $282K
25 GSA CAPITAL PARTNERS LLP 0.15% 65,929 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LINCOLN NATL CORP IND (LNC)

What does the Smart Money Trend signal show for LNC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LNC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LNC?

Slight buying edge — 54% buying: Last quarter: 306 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LNC holders?

Elite ownership — 48% AUM from top-100 funds: 42 of 587 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in LNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LNC?

67% of holders stayed for 2+ years: 394 out of 587 hedge funds have held LNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.