Institutional Ownership Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN). We have compiled data on the 657 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
45,919
shares
|
$258,523
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
45,490
shares
|
$256,108
0.0% of portfolio
|
Q2 2025
Reduced 55.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
45,093
shares
|
$253,873
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,178
shares
|
$248,722
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
40,463
shares
|
$227,806
0.04% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
40,444
shares
|
$227,699
0.0% of portfolio
|
Q2 2025
Added 54.12%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
40,000
shares
|
$225,200
0.07% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,958
shares
|
$219,333
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
38,800
shares
|
$218,444
0.0% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Aug 05, 2025 Q2 2025 |
38,640
shares
|
$217,543
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
37,200
shares
|
$209,436
0.22% of portfolio
|
Q1 2024
Reduced 33.81%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
37,185
shares
|
$209,351
0.0% of portfolio
|
Q2 2025
Reduced 56.91%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
36,782
shares
|
$207,082
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
34,939
shares
|
$196,706
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
34,620
shares
|
$194,910
0.01% of portfolio
|
Q4 2024
Reduced 78.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
34,568
shares
|
$194,617
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
34,374
shares
|
$193,525
0.08% of portfolio
|
Q3 2023
Added 15.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
34,121
shares
|
$192,101
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
32,720
shares
|
$184,213
0.02% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
32,602
shares
|
$183,549
0.0% of portfolio
|
Q2 2025
Added 22.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
32,410
shares
|
$182,468
0.0% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
32,333
shares
|
$182,034
0.07% of portfolio
|
Q4 2022
Added 14.09%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
31,492
shares
|
$177,299
0.0% of portfolio
|
Q2 2025
Reduced 37.78%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
31,431
shares
|
$176,956
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,408
shares
|
$176,827
0.0% of portfolio
|
Q2 2025
Reduced 8.81%
|