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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,700
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
300
shares
|
$1,689
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
300
shares
|
$1,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
299
shares
|
$1,683
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
288
shares
|
$1,621
0.0% of portfolio
|
Q2 2025
Reduced 47.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$1,559
0.0% of portfolio
|
Q2 2023
Added 61.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
250
shares
|
$1,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
246
shares
|
$1,384
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
242
shares
|
$1,362
0.0% of portfolio
|
Q2 2025
Reduced 83.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
241
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
233
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
227
shares
|
$1,278
0.0% of portfolio
|
Q3 2024
Added 740.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
212
shares
|
$1,193
0.0% of portfolio
|
Q2 2025
Added 2928.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
210
shares
|
$1,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
210
shares
|
$1,182
0.0% of portfolio
|
Q2 2022
Reduced 81.42%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
198
shares
|
$1,114
0.0% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
188
shares
|
$1,058
0.0% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
183
shares
|
$1,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
170
shares
|
$957
0.0% of portfolio
|
Q4 2024
Reduced 44.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
168
shares
|
$945
0.0% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
142
shares
|
$799
0.0% of portfolio
|
Q3 2023
Reduced 71.54%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
142
shares
|
$799
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
142
shares
|
$799
0.0% of portfolio
|
Q2 2025
Reduced 45.38%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
138
shares
|
$776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
132
shares
|
$743
0.0% of portfolio
|
Q2 2025
New holding
|