SEC Filing Summary: Lincoln National Corp (13F-HR)
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 June 30, 2026. The report was signed on August 7, 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-HR, this document discloses equity holdings rather than the company's operational financial performance. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for Lincoln National Corp itself.
- Total Value of Reported Holdings: $3,907,391,966
- Total Number of Holdings Entries: 20
- Number of Other Included Managers: 1
Material Changes
The filing text provided does not contain comparative data for the prior period; therefore, material changes in holdings value or composition versus the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of long-term equity positions and do not contain management commentary, forward-looking guidance, risk factors, or details on contingencies. No such information is present in this text.
Investor Verification Checklist
- Verify the total value of reported holdings ($3.9 billion) against the company's total assets to understand the proportion of the portfolio disclosed.
- Confirm the specific 20 equity positions listed in the full schedule to assess sector concentration.
- Review the separate 13F filing for the included manager, Lincoln Financial Investments Corp, to ensure complete portfolio visibility.
- Note that this filing reflects holdings as of June 30, 2026, and does not represent the company's own financial health or operational results.