Vault-13

LINCOLN NATIONAL CO PFD SER D LNC 9 PERP D

PFD · PUBLIC · CUSIP 534187885

1 institutional holders +0 vs Q1 2026
81,77581.8k shares reported held*
$2.1mreported value*
0 new 0 added 1 reduced 0 sold out net sold ≈ $71.6k (-2.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.03.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q1 23: 1Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 2Q2 24: 1Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 2Q3 25: 2Q4 25: 2Q1 26: 1Q2 26: 11Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20231
Q2 20231
Q3 20231
Q4 20231
Q1 20242
Q2 20241
Q3 20241
Q4 20241
Q1 20251
Q2 20252
Q3 20252
Q4 20252
Q1 20261
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q3 24: 1 bought or addedQ3 24: 0 cut or sold outQ4 24: 0 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 1 cut or sold outQ4 25: 0 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 2 cut or sold outQ2 26: 0 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410
Q4 202401
Q1 202501
Q2 202511
Q3 202501
Q4 202501
Q1 202602
Q2 202601

Biggest buyers

None

Biggest sellers

SHIKIAR ASSET MANAGEMENT INC Reduced -2,750-2.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock, Inc. (4.0%, 2026-10-27)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SHIKIAR ASSET MANAGEMENT INC 0.54% of their portfolio NEW YORK, NY 81,77581.8k $2.1m $2.1m 0.54% Reduced -2.8k -2,750