Home › Asset managers › Compare 2024-2025 › Lincoln Financial vs Invesco
Lincoln Financial 2024-2025 · Invesco 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 43,294 | 36,584 | 2,488 | 4,222 | 93.6% | 90.2% |
| Board proposals | 36,863 | 31,171 | 2,155 | 3,537 | 93.5% | 90.0% |
| E&S shareholder proposals | 257 | 143 | 3 | 111 | 97.9% | 88.7% |
| Other items | 6,174 | 5,270 | 330 | 574 | 94.1% | 91.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
574 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Lincoln Financial | Invesco |
|---|---|---|---|---|---|---|
| STEEL DYNAMICS INC. | April 25, 2025 | SHAREHOLDER PROPOSAL - SPECIAL SHAREHOLDER MEETING IMPROVEMENT Corporate Governance |
Other | Against | Split 1 FOR, 7 AGAINST |
AGAINST 23 funds |
| STERICYCLE INC. | August 14, 2024 | To approve one or more adjournments of the Special Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 1 AGAINST |
FOR 1 fund |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2025 | Approve Alternate Final Dividend of JPY 70 per Share Capital Structure |
Other | Against | AGAINST 3 funds |
Split 3 FOR, 1 AGAINST |
| SUMMIT MATERIALS INC. | February 5, 2025 | Approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (referred to as the "adjournment proposal"). Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 5 funds |
| SWISS RE AG | April 11, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 1 FOR, 2 AGAINST |
AGAINST 4 funds |
| SYNOPSYS INC. | April 10, 2025 | To vote on a stockholder proposal regarding shareholder ratification of golden parachutes, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 6 FOR, 6 AGAINST |
FOR 21 funds |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes. Compensation |
Other | Against | Split 4 FOR, 7 AGAINST |
Split 10 FOR, 4 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Charter amendment limiting liability of certain officers Corporate Governance |
Other | For | Split 6 FOR, 2 AGAINST |
FOR 5 funds |
| TD SYNNEX CORP. | April 2, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting, if properly presented. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 5 AGAINST |
FOR 5 funds |
| TECHTARGET INC. | November 26, 2024 | Approve the adjournment of the special meeting if TechTarget determines that it is necessary to permit further solicitation of proxies in the event there are not sufficient votes at the time of the special meeting to adopt the Transaction Agreement. Corporate Governance |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 1 fund |
| TEEKAY CORP. | September 24, 2024 | A proposal to adjourn the Special Meeting if necessary to solicit additional proxies if there are not sufficient votes to approve the Constitutive Documents Proposal. Corporate Governance |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 2 funds |
| TEEKAY TANKERS LTD. | September 24, 2024 | A proposal to adjourn the Special Meeting if necessary to solicit additional proxies if there are not sufficient votes to approve the Constitutive Documents Proposal. Corporate Governance |
Other | For | Split 5 FOR, 1 AGAINST |
FOR 3 funds |
| TEJON RANCH CO. | May 13, 2025 | Vote on shareholder proposal to request Board of Directors to Amend Governance Documents to provide rights for shareholders with 10% or more ownership to call special meetings. Corporate Governance |
Other | Contested | Split 1 FOR, 2 AGAINST |
FOR 1 fund |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Article 3 Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | Split 1 FOR, 7 AGAINST |
FOR 11 funds |
| TESCO PLC | June 12, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 3 funds |
| TEXAS INSTRUMENTS | April 17, 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. Corporate Governance |
Other | Against | Split 6 FOR, 6 AGAINST |
Split 30 FOR, 1 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | Split 2 FOR, 1 AGAINST |
FOR 1 fund |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | Split 1 FOR, 2 AGAINST |
FOR 1 fund |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 19 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | Split 7 FOR, 5 AGAINST |
Split 1 FOR, 16 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | Split 2 FOR, 9 AGAINST |
AGAINST 22 funds |
| TOTVS SA | April 23, 2025 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Against | Split 1 FOR, 1 ABSTAIN |
ABSTAIN 5 funds |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Add Provision Concerning Measures to Realize Management with Cost of Capital and Share Price Considered Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 2 funds |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Require Majority Outsider Board Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 2 funds |
| TRACTOR SUPPLY CO. | May 15, 2025 | To approve the amendment to the Company's Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and to make certain conforming changes. Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 14 funds |
| TRIUMPH GROUP INC. | April 16, 2025 | Proposal to approve the adjournment of the special meeting of stockholders (the "Special Meeting") to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 1 AGAINST |
FOR 2 funds |
| TWIST BIOSCIENCE CORP. | February 5, 2025 | To approve an amendment to the Charter to provide for officer exculpation. Director Elections |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 7 funds |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | Split 6 FOR, 1 AGAINST |
Split 11 FOR, 5 AGAINST |
| U.S. SILICA HOLDINGS INC. | July 16, 2024 | To approve any adjournment of the special meeting of stockholders (the "Special Meeting") to a later date or dates if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal or in the absence of a quorum (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 4 funds |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 5 funds |
| UMB FINANC | August 6, 2024 | Proposal to adjourn or postpone the UMB special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal"). Corporate Governance |
Other | Not determined | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| UNILEVER PLC | April 30, 2025 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 6 funds |
| UNION PACIFIC CORP. | May 8, 2025 | Shareholder proposal requesting an amended clawback policy if properly presented at the Annual Meeting. Compensation |
Other | Against | Split 1 FOR, 7 AGAINST |
AGAINST 20 funds |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | Advisory vote on stockholder proposal regarding removal of the one-year stock ownership holding period required for stockholders to call a special meeting. Corporate Governance |
Other | Against | Split 1 FOR, 6 AGAINST |
AGAINST 16 funds |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 1 AGAINST |
FOR 15 funds |
| UNITED RENTALS INC. | May 8, 2025 | Stockholder Proposal to Improve Shareholder Written Consent Corporate Governance |
Other | Against | Split 1 FOR, 11 AGAINST |
AGAINST 19 funds |
| UNITED STATES STEEL CORP. | May 6, 2025 | To approve the Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Director Elections |
Other | Contested | Split 5 FOR, 1 AGAINST |
FOR 3 funds |
| UNITED UTILITIES GROUP PLC | July 19, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| UNITEDHEALTH | June 2, 2025 | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | Split 1 FOR, 16 AGAINST |
AGAINST 36 funds |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve the adjournment of the special meeting of Universal's stockholders (the "Special Meeting") to a later date or dates, if determined to be necessary or appropriate by the chairman of the Special Meeting, including, without limitation, to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 1 AGAINST |
FOR 2 funds |
| UPM-KYMMENE OYJ | March 27, 2025 | Allow Shareholder Meetings to be Held by Electronic Means Only Corporate Governance |
Other | For | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | Split 8 FOR, 2 AGAINST |
FOR 17 funds |
| VALE SA | April 30, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Against | Split 1 AGAINST, 1 ABSTAIN |
ABSTAIN 1 fund |
| VAXCYTE INC. | June 12, 2025 | Approval of the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by recent amendments to the Delaware General Corporation Law. Director Elections |
Other | For | Split 5 FOR, 1 AGAINST |
FOR 8 funds |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | Split 1 FOR, 3 AGAINST |
FOR 1 fund |
| VERISIGN INC. | May 22, 2025 | To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 1 AGAINST |
FOR 14 funds |
| VERISK ANALYTICS INC. | May 20, 2025 | Shareholder Proposal - Support Shareholder Ability to call for a Shareholder Meeting. Corporate Governance |
Other | Against | Split 6 FOR, 6 AGAINST |
FOR 20 funds |
| VERISK ANALYTICS INC. | May 20, 2025 | To enable the ability of shareholders owning 25% of the Company's common stock to call special meetings of shareholders. Shareholder Rights and Defenses |
Other | For | Split 11 FOR, 1 ABSTAIN |
FOR 20 funds |
| VERISK ANALYTICS INC. | May 20, 2025 | To limit certain liability of officers as permitted by Delaware law. Director Elections |
Other | For | Split 11 FOR, 1 AGAINST |
FOR 20 funds |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | Split 10 FOR, 5 AGAINST |
FOR 16 funds |
| VICTORY CAPITAL HOLDINGS INC. | October 11, 2024 | To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
FOR 4 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | Split 3 FOR, 13 AGAINST |
AGAINST 32 funds |
| VISTA OUTDOOR INC. | November 25, 2024 | To approve adjournments of the Special Meeting (i) to the extent necessary to ensure that any required supplement or amendment to the accompanying proxy statement/prospectus is provided to the Vista Outdoor stockholders within a reasonable amount of time in advance of the Special Meeting, (ii) to the extent required by a court of competent jurisdiction, (iii) if there are insufficient shares of common stock, par value $0.01 per share, of Vista Outdoor represented to constitute a quorum necessary to conduct the business of the Special Meeting or (iv) to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 3 funds |
| VISTRA CORP. | April 30, 2025 | To approve an amendment to the Company's certificate of incorporation (as amended and restated, the "Restated Certificate of Incorporation") to provide for the exculpation of officers as permitted by Delaware Law. Director Elections |
Other | For | Split 11 FOR, 1 AGAINST |
FOR 22 funds |
| VITAL FARMS INC. | June 11, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to reflect Delaware law provisions allowing for officer exculpation. Director Elections |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 4 funds |
| VITESSE ENERGY INC. | March 5, 2025 | The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Arrangement Agreement, dated December 15, 2024, between Vitesse and Lucero. Corporate Governance |
Other | For | Split 2 FOR, 1 AGAINST |
FOR 2 funds |
| VODAFONE GROUP PLC | July 30, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | Split 2 FOR, 1 AGAINST |
FOR 4 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 15 funds |
| WAL-MART DE MEXICO SAB DE CV | April 10, 2025 | APPROVE CONSOLIDATED FINANCIAL STATEMENTS Corporate Governance |
Other | For | Split 1 AGAINST, 1 ABSTAIN |
FOR 4 funds |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | Split 10 FOR, 1 AGAINST |
FOR 14 funds |
| WEG SA | April 29, 2025 | Elect Lucia Maria Martins Casasanta as Fiscal Council Member and Silvia Maura Rodrigues Pereira as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | FOR 2 funds |
Split 2 FOR, 3 ABSTAIN |
| WEG SA | April 29, 2025 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? Corporate Governance |
Other | None | AGAINST 2 funds |
Split 2 AGAINST, 3 ABSTAIN |
| WESBANCO INC. | December 11, 2024 | A proposal to approve the adjournment of the Wesbanco special meeting, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the Wesbanco special meeting to approve the Merger Agreement or the issuance of shares of Wesbanco common stock pursuant to the Merger Agreement in connection with the Merger. Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
FOR 4 funds |
| WESCO INTE | May 22, 2025 | Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Not determined | Split 6 FOR, 5 AGAINST |
FOR 9 funds |
| WHITBREAD PLC | June 19, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| WISE PLC | September 18, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 2 funds |
| XYLEM | May 13, 2025 | Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 1 FOR, 4 AGAINST |
AGAINST 17 funds |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Amend Articles to Allow Shareholder Meeting Resolutions on Cancellation of Treasury Shares Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| ZALANDO SE | May 27, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
Split 1 FOR, 1 AGAINST |
| ZOETIS INC. | May 21, 2025 | Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance |
Other | Against | Split 1 FOR, 7 AGAINST |
AGAINST 21 funds |
| ZUORA INC. | February 13, 2025 | To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.