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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,330
shares
|
$18,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,235
shares
|
$18,213
0.0% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$17,227
0.0% of portfolio
|
Q3 2024
Reduced 57.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,000
shares
|
$16,890
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$16,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,963
shares
|
$16,681
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,959
shares
|
$16,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,900
shares
|
$16,327
0.0% of portfolio
|
Q4 2023
Added 222.22%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,754
shares
|
$15,505
0.0% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
2,674
shares
|
$15,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,642
shares
|
$14,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,626
shares
|
$14,784
0.0% of portfolio
|
Q4 2022
Reduced 7.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,564
shares
|
$14,435
0.0% of portfolio
|
Q1 2025
Reduced 71.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
2,494
shares
|
$14,041
0.0% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,375
shares
|
$13,371
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,075
shares
|
$11,682
0.0% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,041
shares
|
$11,490
0.0% of portfolio
|
Q3 2022
Added 1.64%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,025
shares
|
$11,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$11,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$11,260
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$11,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,883
shares
|
$10,601
0.0% of portfolio
|
Q3 2022
Added 66.2%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,883
shares
|
$10,601
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,847
shares
|
$10,398
0.0% of portfolio
|
Q2 2025
Added 1426.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,817
shares
|
$10,229
0.0% of portfolio
|
Q1 2025
Added 3.83%
|