Lincoln National Corp has 6 Schedule 13D or 13G filings on record since 2026-01-30. 4 holders' latest filing reports 5% or more of series d preferred stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Bain Capital Prairie, LLC | 9.8% | 18,759,497 | SCHEDULE 13D/A, 2026-08-12 | 2026-08-10 |
| BlackRock, Inc. | 6.2% | 1,236 | SCHEDULE 13G, 2026-08-21 | 2026-06-30 |
| Vanguard Portfolio Management | 5.5% | 10,473,383 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Capital Management | 5.04% | 9,580,622 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Bain Capital Prairie, LLC
Item 4 is amended and supplemented by adding: In accordance with Section 6.2 of the Stock Purchase Agreement, on August 10, 2026, the Reporting Person informed the Company of its election to sell shares of Common Stock to the Company, as the Company repurchases shares in the open market or in privately negotiated transactions from time to time, to the extent necessary to prevent the Reporting Person from beneficially owning 10% or more of the voting securities of the Company, subject to a floor price equal to the Reporting Person's initial acquisition price of the Common Stock.Item 4 of the SCHEDULE 13D/A filed 2026-08-12
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-01-30 | The Vanguard Group | 10.39% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 5.5% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.04% | SCHEDULE 13G |
| 2026-08-12 | Bain Capital Prairie, LLC | 9.8% | SCHEDULE 13D/A |
| 2026-08-21 | BlackRock, Inc. | 6.2% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.