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Lincoln National Corporation shares owned by Berger Financial Group

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Lincoln National Corporation

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All positions including Lincoln National Corporation held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 29k 40.33
2025-06-30 $1.0M 29k 34.60
2025-03-31 $262k 7.3k 35.91
2024-12-31 $231k 7.3k 31.71
2024-09-30 $235k 7.4k 31.51

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View all positions for Berger Financial Group

Top funds holding Lincoln National Corporation

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Dimensional Fund Advisors
First Trust Advisors
Morgan Stanley
Geode Capital Management
LSV Asset Management
Royal Bank of Canada
Principal Financial Group
Jennison Associates
Charles Schwab Investment Management
UBS Group
Northern Trust

View all funds holding Lincoln National Corporation