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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,815
shares
|
$128,448
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,554
shares
|
$126,979
0.0% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,144
shares
|
$124,670
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
22,124
shares
|
$124,558
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
21,933
shares
|
$123,482
0.0% of portfolio
|
Q2 2025
Reduced 97.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,484
shares
|
$120,954
0.01% of portfolio
|
Q1 2021
Reduced 47.46%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,973
shares
|
$118,077
0.0% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,771
shares
|
$116,940
0.0% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
20,705
shares
|
$116,569
0.0% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,450
shares
|
$115,133
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,214
shares
|
$113,804
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
20,109
shares
|
$113,213
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,078
shares
|
$113,039
0.0% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
20,000
shares
|
$112,600
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
20,000
shares
|
$112,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
19,931
shares
|
$112,211
0.0% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
19,879
shares
|
$111,918
0.02% of portfolio
|
Q3 2022
Reduced 27.51%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
19,602
shares
|
$110,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
19,540
shares
|
$110,010
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
19,037
shares
|
$107,178
0.0% of portfolio
|
Q2 2025
Reduced 31.35%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
18,840
shares
|
$106,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,486
shares
|
$104,076
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
18,281
shares
|
$102,922
0.01% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
18,001
shares
|
$101,345
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
17,896
shares
|
$100,754
0.0% of portfolio
|
Q3 2022
New holding
|