Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionWhittier Trust Co
Latest Disclosed Ownership651 shares
Latest Disclosed Value $ 22,967
Whittier Trust Co reports 0.46% increase in ownership of LNC / Lincoln National Corporation

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 651 shares of Lincoln National Corporation (US:LNC) valued at $23,110 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 648 shares of Lincoln National Corporation. This represents a change in shares of 0.46% during the quarter. The current value of the position is $21,828 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F LINCOLN NATL common 534187109 651 3 0.46 23 -26.67 0.0003
2026-01-26 2025-12-31 13F LINCOLN NATL common 534187109 648 0 0.00 30 15.38 0.0003
2025-10-31 2025-09-30 13F LINCOLN NATL CORP IND common 534187109 648 79 13.88 27 36.84 0.0003
2025-07-30 2025-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 569 0 0.00 20 -5.00 0.0002
2025-05-02 2025-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 569 0 0.00 20 11.11 0.0003
2025-02-11 2024-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 569 -266 -31.86 18 -30.77 0.0002
2024-10-21 2024-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 835 0 0.00 26 4.00 0.0004
2024-07-29 2024-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 835 431 106.68 26 108.33 0.0004
2024-05-02 2024-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 404 -101 -20.00 13 -7.69 0.0002
2024-01-11 2023-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 505 -26 -4.90 14 0.00 0.0002
2023-10-27 2023-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 531 -277 -34.28 13 -35.00 0.0002
2023-07-24 2023-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 808 -413 -33.82 21 -25.93 0.0004
2023-04-21 2023-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 1,221 -1,180 -49.15 27 -63.01 0.0005
2023-01-25 2022-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,401 0 0.00 74 -30.48 0.0014
2022-10-21 2022-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,401 -25 -1.03 105 -7.08 0.0022
2022-07-28 2022-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,426 0 0.00 113 -28.93 0.0023
2022-04-29 2022-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,426 25 1.04 159 -3.05 0.0027
2022-01-19 2021-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,401 303 14.44 164 13.89 0.0027
2021-11-01 2021-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,098 0 0.00 144 9.09 0.0026
2021-07-29 2021-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,098 0 0.00 132 0.76 0.0024
2021-04-26 2021-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,098 0 0.00 131 23.58 0.0025
2021-01-29 2020-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,098 0 0.00 106 60.61 0.0023
2020-10-30 2020-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,098 -32 -1.50 66 -15.38 0.0016
2020-07-10 2020-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,130 -101 -4.53 78 32.20 0.0022
2020-04-27 2020-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,231 -89 -3.84 59 -56.93 0.0019
2020-01-31 2019-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,320 29 1.27 137 -0.72 0.0036
2019-10-18 2019-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,291 0 0.00 138 -6.76 0.0039
2019-07-23 2019-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,291 -80 -3.37 148 6.47 0.0043
2019-04-29 2019-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 139 13.93 0.0043
2019-02-07 2018-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 122 -23.75 0.0042
2018-10-23 2018-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 160 8.11 0.0050
2018-07-27 2018-06-30 13F/A-1 LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 148 -14.45 0.0049
2018-07-20 2018-06-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 917 169
2018-05-01 2018-03-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 173 -4.95 0.0058
2018-02-07 2017-12-31 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 182 4.60 0.0063
2017-10-23 2017-09-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 174 8.75 0.0063
2017-07-20 2017-06-30 13F LINCOLN NATL CORP IND COM US LARGE-CAP EQUITIES 534187109 2,371 0 0.00 160 3.23 0.0062
2017-04-26 2017-03-31 13F LINCOLN NATL CORP IND US LARGE CAP EQUITIES 534187109 2,371 0 0.00 155 -1.27 0.0063
2017-01-18 2016-12-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 2,371 0 0.00 157 41.44 0.0067
2016-11-10 2016-09-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 2,371 0 0.00 111 20.65 0.0048
2016-07-28 2016-06-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 2,371 0 0.00 92 -1.08 0.0041
2016-04-28 2016-03-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 2,371 0 0.00 93 -21.85 0.0041
2016-02-10 2015-12-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 2,371 -816 -25.60 119 -21.19 0.0054
2015-11-12 2015-09-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,187 -101 -3.07 151 -22.56 0.0073
2015-08-13 2015-06-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 0 0.00 195 3.17 0.0087
2015-05-05 2015-03-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 3,288 0.00 189 0.0087
2015-02-04 2014-12-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 0 -3,288 -100.00 0 -100.00
2014-11-07 2014-09-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 0 0.00 176 4.14 0.0086
2014-08-04 2014-06-30 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 0 0.00 169 1.20 0.0083
2014-05-01 2014-03-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 0 0.00 167 -1.76 0.0086
2014-02-05 2013-12-31 13F LINCOLN NATL CORP IND COM US LARGE CAP EQUITIES 534187109 3,288 -696 -17.47 170 1.80 0.0087
2013-11-18 2013-09-30 13F LINCOLN NATL CORP IND COM 534187109 3,984 0 0.00 167 15.17 0.0090
2013-08-14 2013-06-30 13F LINCOLN NATL CORP IND COM 534187109 3,984 3,984 145 0.0081
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.