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 $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,986
shares
|
$11,914
0.0% of portfolio
|
Q1 2025
Added 27.66%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,976
shares
|
$11,874
0.0% of portfolio
|
Q3 2022
Added 22792.31%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,900
shares
|
$11,571
0.0% of portfolio
|
Q4 2023
Added 222.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,706
shares
|
$10,796
0.0% of portfolio
|
Q1 2025
Added 80.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,626
shares
|
$10,477
0.0% of portfolio
|
Q4 2022
Reduced 7.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,564
shares
|
$10,230
0.0% of portfolio
|
Q1 2025
Reduced 71.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,563
shares
|
$10,226
0.0% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,532
shares
|
$10,102
0.0% of portfolio
|
Q1 2025
Added 32.77%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
2,500
shares
|
$9,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,494
shares
|
$9,951
0.0% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,438
shares
|
$9,727
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,347
shares
|
$9,364
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,102
shares
|
$8,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,075
shares
|
$8,279
0.0% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,051
shares
|
$8,183
0.0% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,041
shares
|
$8,143
0.0% of portfolio
|
Q3 2022
Added 1.64%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,025
shares
|
$8,079
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,025
shares
|
$8,079
0.0% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
2,000
shares
|
$7,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,883
shares
|
$7,513
0.0% of portfolio
|
Q3 2022
Added 66.2%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,875
shares
|
$7,481
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,817
shares
|
$7,249
0.0% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
1,812
shares
|
$7,229
0.01% of portfolio
|
Q2 2024
Reduced 35.61%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
1,721
shares
|
$6,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,650
shares
|
$6,583
0.0% of portfolio
|
Q4 2024
Reduced 44.83%
|