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 641 institutions that hold shares in the stock, with a total of 694 Million shares, which have been reported (via 13F filing form) to have a value of $2.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
29,265
shares
|
$111,499
0.03% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
27,730
shares
|
$105,651
0.0% of portfolio
|
Q1 2025
Reduced 59.8%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
27,551
shares
|
$104,969
0.02% of portfolio
|
Q3 2022
Added 16.0%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
27,332
shares
|
$104,134
0.01% of portfolio
|
Q3 2024
Reduced 60.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
26,626
shares
|
$101,445
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
26,426
shares
|
$100,683
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
26,265
shares
|
$100,069
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
26,242
shares
|
$99,982
0.0% of portfolio
|
Q1 2025
Reduced 70.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
25,480
shares
|
$97,078
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
25,158
shares
|
$95,851
0.0% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
May 05, 2025 Q1 2025 |
25,000
shares
|
$95,250
0.02% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
24,351
shares
|
$92,777
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,303
shares
|
$92,594
0.0% of portfolio
|
Q2 2023
Added 90.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
23,821
shares
|
$90,758
0.0% of portfolio
|
Q1 2025
Reduced 38.98%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,678
shares
|
$90,213
0.08% of portfolio
|
Q3 2022
Reduced 10.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
23,545
shares
|
$89,706
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
23,494
shares
|
$89,512
0.06% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,231
shares
|
$88,510
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23,116
shares
|
$88,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
22,885
shares
|
$87,191
0.0% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,815
shares
|
$86,925
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
22,644
shares
|
$86,273
0.01% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
21,993
shares
|
$83,793
0.0% of portfolio
|
Q1 2025
Reduced 26.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
21,968
shares
|
$83,698
0.01% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,592
shares
|
$82,265
0.0% of portfolio
|
Q1 2025
Added 8.3%
|