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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
505
shares
|
$2,843
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
500
shares
|
$2,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
500
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
500
shares
|
$2,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
480
shares
|
$2,702
0.0% of portfolio
|
Q2 2023
Reduced 7.87%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
474
shares
|
$2,668
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
460
shares
|
$2,589
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
451
shares
|
$2,539
0.0% of portfolio
|
Q1 2025
Reduced 43.98%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
444
shares
|
$2,499
0.0% of portfolio
|
Q2 2024
Added 133.68%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
443
shares
|
$2,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
418
shares
|
$2,353
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
418
shares
|
$2,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
414
shares
|
$2,330
0.0% of portfolio
|
Q4 2022
Added 6.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
396
shares
|
$2,229
0.0% of portfolio
|
Q2 2025
Added 1880.0%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
385
shares
|
$2,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
371
shares
|
$2,088
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
363
shares
|
$2,043
0.0% of portfolio
|
Q4 2024
Reduced 70.07%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
363
shares
|
$2,043
0.0% of portfolio
|
Q2 2025
Added 77.94%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
355
shares
|
$1,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
330
shares
|
$1,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
330
shares
|
$1,857
0.0% of portfolio
|
Q2 2025
Added 279.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
315
shares
|
$1,773
0.0% of portfolio
|
Q2 2025
Added 46.51%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,700
0.0% of portfolio
|
Q2 2023
New holding
|