Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Lincoln National Corp, an institutional investment manager, for the quarter ended March 31, 2026. The report was signed on May 4, 2026, by Paul Chryssikos, Senior Vice President and Chief Legal Officer. The filing includes holdings for one other included manager: Lincoln Financial Investments Corp.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following metrics are derived from the reported portfolio:
- Total Reported Value: $3,453,975,945
- Total Number of Holdings: 19
- Number of Included Managers: 1
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Lincoln National Corp itself.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in holdings or total value. The document is a standalone snapshot of holdings as of March 31, 2026.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's business operations. It strictly lists securities held by the investment manager.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $3.45 billion against the company's broader asset base.
- Confirm the specific 19 equity positions held, as the detailed list of securities is not included in the provided summary text.
- Note that this report covers holdings managed by Lincoln National Corp and Lincoln Financial Investments Corp.
- Understand that this filing reflects investment activity, not the operating results of Lincoln National Corp.