Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Lincoln International (LCLN): which funds own it

Financials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow LCLN for free
Share

Sections with a free account

1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.6%.

Who owns Lincoln International?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Lawrence James Lawson III (13D filed Aug 14, 2026) and FMR (13G filed Aug 6, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were FMR (3.5 million shares), Massachusetts Financial Services (2.1 million shares) and Franklin Resources (1.5 million shares).

Which institutions hold the most Lincoln International shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. FMR: 3.5 million shares
  2. 2. Massachusetts Financial Services: 2.1 million shares
  3. 3. Franklin Resources: 1.5 million shares
  4. 4. Bamco: 1.5 million shares
  5. 5. Brown Advisory: 1.3 million shares
  6. 6. Alliancebernstein: 1.3 million shares
  7. 7. Adage Capital Partners Gp, L.l.c: 1.3 million shares
  8. 8. Capital World Investors: 1.3 million shares
  9. 9. Price T Rowe Associates: 1.1 million shares
  10. 10. BlackRock: 1.0 million shares

Sources:13D by Lawrence James Lawson III (Aug 14, 2026) ↗13G by FMR (Aug 6, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

George Soros 13F (Q2 2026)

Concentrated managers
1
All 13F: 72
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$23.87
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 1): 1 opened · 0 exited = +1

Net flow in the quarter: +$14.5M (+606 K shares) · bought $14.5M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of LCLN (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. LCLN has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$251M
Total debt
$102M
Net cash
$149M
Shareholders' equity
$135M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Aug 14, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

  • May 26, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

  • May 26, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Financials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Financials →

Follow LCLN for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow LCLN