13F-HR: Lincoln National Corp's Q1 2024 13F Filing Reveals $6.4 Billion in Holdings

Lincoln National Corp's latest 13F filing discloses its portfolio holdings as of March 31, 2024, totaling over $6.4 billion across 2,074 positions.

Summary

• Lincoln National Corp's 13F filing for the quarter ended March 31, 2024, reveals a total portfolio value of $6,408,393,863.
• The filing includes holdings across 2,074 different positions.
• The report covers the holdings of Lincoln National Corp and three other included managers: Lincoln Financial Investments Corp, LINCOLN FINANCIAL ADVISORS CORPORATION, and LINCOLN FINANCIAL SECURITIES CORPORATION.
• The filing reports holdings as of March 31, 2024.

Sentiment

Score: 6

Explanation: The document is a standard 13F filing, which is factual and neutral in tone. The sentiment is therefore moderately neutral.

Positives

• The filing provides a comprehensive overview of Lincoln National Corp's investment portfolio.
• The report includes a large number of positions, indicating a diversified investment strategy.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment strategies and holdings.

Comparison to Industry Standards

• The size and diversification of Lincoln National Corp's portfolio are typical for a large institutional investor.
• Comparable companies such as Prudential, MetLife, and other major insurance companies also file 13F reports quarterly, revealing similar investment patterns across a wide range of asset classes.

Stakeholder Impact

• The filing provides transparency to shareholders and other stakeholders regarding the company's investment strategy.

Key Dates