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 |
|---|---|---|---|---|---|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31,294
shares
|
$176,185
0.01% of portfolio
|
Q2 2025
Added 188.18%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
31,018
shares
|
$174,631
0.0% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
30,409
shares
|
$171,202
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
30,402
shares
|
$171,163
0.02% of portfolio
|
Q2 2025
Reduced 82.71%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
30,080
shares
|
$169,350
0.05% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
29,340
shares
|
$165,184
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
28,559
shares
|
$160,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
28,286
shares
|
$159,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
27,551
shares
|
$155,112
0.02% of portfolio
|
Q3 2022
Added 16.0%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
27,432
shares
|
$154,442
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
26,846
shares
|
$151,142
0.0% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
26,673
shares
|
$150,168
0.0% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
26,426
shares
|
$148,778
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
26,265
shares
|
$147,871
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
26,125
shares
|
$147,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
25,251
shares
|
$142,163
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
25,000
shares
|
$140,750
0.0% of portfolio
|
Q2 2025
Added 99.81%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
24,379
shares
|
$137,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,303
shares
|
$136,825
0.0% of portfolio
|
Q2 2023
Added 90.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
24,263
shares
|
$136,600
0.0% of portfolio
|
Q2 2025
Reduced 52.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
24,181
shares
|
$136,139
0.0% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
23,717
shares
|
$133,526
0.02% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,678
shares
|
$133,307
0.08% of portfolio
|
Q3 2022
Reduced 10.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
23,545
shares
|
$132,558
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
22,953
shares
|
$129,225
0.0% of portfolio
|
Q2 2025
Added 8.22%
|