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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
371
shares
|
$1,480
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
363
shares
|
$1,448
0.0% of portfolio
|
Q4 2024
Reduced 70.07%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
355
shares
|
$1,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
333
shares
|
$1,328
0.0% of portfolio
|
Q1 2025
Reduced 84.72%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,204
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,204
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
300
shares
|
$1,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
300
shares
|
$1,197
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
300
shares
|
$1,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$1,105
0.0% of portfolio
|
Q2 2023
Added 61.99%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
270
shares
|
$1,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
260
shares
|
$1,037
0.0% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
246
shares
|
$981
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
241
shares
|
$961
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
233
shares
|
$929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
227
shares
|
$905
0.0% of portfolio
|
Q3 2024
Added 740.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
215
shares
|
$857
0.0% of portfolio
|
Q1 2025
Added 41.45%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
214
shares
|
$853
0.0% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
210
shares
|
$837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
210
shares
|
$837
0.0% of portfolio
|
Q2 2022
Reduced 81.42%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
204
shares
|
$813
0.0% of portfolio
|
Q1 2025
Added 20300.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
200
shares
|
$798
0.0% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
198
shares
|
$790
0.0% of portfolio
|
Q4 2024
Reduced 71.71%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
197
shares
|
$786
0.0% of portfolio
|
Q1 2023
Reduced 59.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
191
shares
|
$762
0.0% of portfolio
|
Q1 2025
Added 117.05%
|