Q2 2026 13F · SEC CIK 59558
Lincoln National Corp
Insurance companyFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.9B
- Reported positions
- 20
- Top holdings a year, 3 yrs
- +12.2%
- Average holding period
- 6.3 yrs
Lincoln National Corp is an insurance company that reported 20 positions worth $3.9B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Vanguard Index Fds (VUG, 9.0%), Vanguard Index Fds (VTV, 8.2%), Vanguard Bd Index Fds (BSV, 7.9%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.
Lincoln National Corp holdings all 20 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VUGVanguard Index Fds | 9.0% | +466.3% | $350.7M |
| VTVVanguard Index Fds | 8.2% | +4.8% | $319.4M |
| BSVVanguard Bd Index Fds | 7.9% | +1.9% | $310.0M |
| VTIVanguard Index Fds | 7.7% | -1.0% | $302.7M |
| VEUVanguard Intl Equity Index F | 7.1% | -0.6% | $275.9M |
| VOOVanguard Index Fds | 6.7% | -1.5% | $261.1M |
| SCHPSchwab Strategic Tr | 6.4% | +6.0% | $250.1M |
| BNDXVanguard Charlotte Fds | 6.0% | +2.3% | $233.2M |
| BLVVanguard Bd Index Fds | 4.9% | +4.7% | $189.6M |
| VEAVanguard Ftse Developed Markets Index Fu | 4.8% | -0.9% | $187.4M |
| VMBSVanguard Scottsdale Fds | 4.6% | +2.4% | $181.7M |
| BIVVanguard Bd Index Fds | 4.4% | +3.0% | $172.7M |
| VTHRVanguard Russell 3000 ETF | 3.9% | -1.0% | $151.9M |
| VWOVanguard Intl Equity Index F | 3.4% | — | $133.9M |
| IEMGIshares Inc | 3.2% | -7.1% | $126.0M |
| VXUSVanguard Star Fds | 3.1% | -0.7% | $123.1M |
| VGKVanguard Ftse Europe ETF | 3.1% | +2.7% | $121.3M |
| VBVanguard Index Fds | 2.3% | +3.1% | $88.9M |
| VPLVanguard Intl Equity Index F | 2.2% | -4.3% | $85.7M |
| VXFVanguard Index Fds | 1.1% | +1.3% | $42.1M |
What Lincoln National Corp bought and sold in Q2 2026, against Q1 2026.
New positions
- VWO Vanguard Intl Equity Index F3.4% of 13F
Added to
- VUG Vanguard Index Fds+466.3% shares
- SCHP Schwab Strategic Tr+6.0% shares
Reduced
- IEMG Ishares Inc-7.1% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +13.1% /yr
- S&P 500 +20.1%
- 3 years
- +12.2% /yr
- S&P 500 +20.4%
- 5 years
- +4.7% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $3.9B | 20 |
| Q1 2026 | $3.5B | 19 |
| Q4 2025 | $3.4B | 20 |
| Q3 2025 | $3.5B | 20 |
| Q2 2025 | $3.3B | 20 |
| Q1 2025 | $3.1B | 21 |
| Q4 2024 | $3.1B | 21 |
| Q3 2024 | $3.1B | 23 |
| Q2 2024 | $3.0B | 23 |
| Q1 2024 | $6.4B | 1,203 |
| Q4 2023 | $5.7B | 1,100 |
| Q3 2023 | $5.0B | 1,021 |
Questions about Lincoln National Corp's portfolio
What stocks does Lincoln National Corp own?
Lincoln National Corp's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 20 positions worth $3.9B. The largest are Vanguard Index Fds (VUG) at 9.0%, Vanguard Index Fds (VTV) at 8.2%, Vanguard Bd Index Fds (BSV) at 7.9%, Vanguard Index Fds (VTI) at 7.7% and Vanguard Intl Equity Index F (VEU) at 7.1%.
What did Lincoln National Corp buy last quarter?
In Q2 2026, Lincoln National Corp added a new position in Vanguard Intl Equity Index F (VWO), Vanguard Index Fds (VUG) (+466.3% shares) and Schwab Strategic Tr (SCHP) (+6.0% shares), compared with its Q1 2026 filing.
What did Lincoln National Corp sell last quarter?
In Q2 2026, Lincoln National Corp Ishares Inc (IEMG) (-7.1% shares), compared with its Q1 2026 filing.
How has Lincoln National Corp's portfolio performed?
A portfolio copying Lincoln National Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +4.7% a year against +11.6%.
When is Lincoln National Corp's next 13F filing due?
13F filings are due 45 days after each quarter ends. Lincoln National Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.