Lincoln Financial
Sells annuities, life insurance and employer-sponsored benefits through independent advisors and workplace consultants.
$43.25
After-hours close−0.03 (−0.07%)
At close$43.28(−0.53%)
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Breakdown13F · Form 4
Institutions 90.43%173.13M sharesInsiders 1.02%1.95M sharesOther 8.55%16.37M shares
Shares outstanding 191.45M · Float 171.66M · 89.7% free float
Institutions13F, as of Jun 30, 2026
652 holders · 173.13M shares · 84 new positions · 319 increased · 193 reduced · 81 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Bain Capital Prairie, LLC | 18.76M | 9.80% | 0 | Aug 14, 2026 |
| BlackRock, Inc. | 18.56M | 9.70% | +63.9K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 10.43M | 5.45% | +17.6K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 8.57M | 4.48% | +816.5K | Aug 11, 2026 |
| Vanguard Capital Management LLC | 8.35M | 4.36% | +76.1K | Aug 13, 2026 |
| Massachusetts Financial Services Co /MA/ | 6.37M | 3.33% | +491.7K | Aug 3, 2026 |
| State Street Corp | 6.11M | 3.19% | +215.0K | Aug 7, 2026 |
| Price T Rowe Associates Inc /MD/ | 4.99M | 2.61% | +565.9K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Bain Capital Prairie, LLC | 9.80% | 18.76M | 13D | Aug 12, 2026 ↗ |
| BlackRock, Inc. | 6.20% | 13G | Aug 21, 2026 ↗ | |
| Vanguard Portfolio Management | 5.50% | 10.47M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.04% | 9.58M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Ellen Cooper | director, officer: Chairman, President & CEO | 642.3K | 0.34% | Feb 23, 2026 |
| Christopher M. Neczypor | officer: EVP & CFO | 194.7K | 0.10% | Aug 11, 2026 |
| Andrew Rallis | officer: EVP, Chief Risk Officer | 182.6K | 0.10% | May 26, 2026 |
| James Waltman Reid | officer: EVP, Pres. Workplace Solutions | 140.7K | 0.07% | Feb 23, 2026 |
| John Christopher Kennedy | officer: EVP, Chief Dist. & Brand Off | 137.7K | 0.07% | May 26, 2026 |
| Sean Woodroffe | officer: EVP, Ch Ppl Comms Ent Srvc Off | 119.9K | 0.06% | Aug 18, 2026 |
| CraigT T. Beazer | officer: EVP & General Counsel | 103.9K | 0.05% | Jun 8, 2026 |
| Jayson R. Bronchetti | officer: EVP, Chief Investment Officer | 80.3K | 0.04% | May 28, 2025 |
| Adam M. Cohen | officer: Interim CFO & CAO | 71.4K | 0.04% | Aug 26, 2026 |
| Brian Kroll | officer: EVP, Head of Life & Annuities | 70.5K | 0.04% | Feb 23, 2026 |
55 people have not refiled in the last 18 months (3.26M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 17, 2026 | Sean Woodroffeofficer: EVP, Ch Ppl Comms Ent Srvc Off | Sale | 11,000 | $45.28 | 119,947 |
| Aug 12, 2026 | Gary C. Kellydirector | Sale | 15,007 | $26.50 | 0 |
| Jun 5, 2026 | CraigT T. Beazerofficer: EVP & General Counsel | Sale | 30,000 | $34.45 | 103,906 |
| Mar 13, 2026 | Jennifer Chartersofficer: EVP, Chief Information Officer | Purchase | 300 | $32.61 | 37,796 |
| Mar 9, 2026 | Sean Woodroffeofficer: EVP, Ch Ppl Comms Ent Srvc Off | Sale | 8,000 | $32.74 | 198,159 |
| Mar 2, 2026 | Sean Woodroffeofficer: EVP, Ch Ppl Comms Ent Srvc Off | Sale | 10,000 | $34.46 | 206,159 |
| Feb 18, 2026 | James Waltman Reidofficer: EVP Workplace Solutions | Sale | 3,050 | $41.81 | 118,567 |
| Dec 10, 2025 | John Christopher Kennedyofficer: EVP, Chief Dist. & Brand Off | Sale | 3,519 | $44.15 | 118,985 |
| Nov 12, 2025 | Owen Ryandirector | Purchase | 2,000 | $42.17 | 12,000 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Jun 24, 2026 | Jul 8, 2026 ↗ |