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 644 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 $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
34
shares
|
$154
0.0% of portfolio
|
Q1 2025
Reduced 98.83%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
28
shares
|
$126
0.0% of portfolio
|
Q4 2024
Reduced 34.88%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
28
shares
|
$126
0.0% of portfolio
|
Q1 2025
Reduced 98.62%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
26
shares
|
$117
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
21
shares
|
$95
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
21
shares
|
$95
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20
shares
|
$90
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
18
shares
|
$81
0.0% of portfolio
|
Q2 2024
Reduced 99.4%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18
shares
|
$81
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
18
shares
|
$81
0.0% of portfolio
|
Q2 2023
Reduced 92.86%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
17
shares
|
$77
0.0% of portfolio
|
Q4 2023
Reduced 94.64%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
16
shares
|
$72
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
16
shares
|
$72
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
16
shares
|
$72
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
16
shares
|
$72
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
14
shares
|
$63
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
13
shares
|
$58
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
13
shares
|
$58
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
13
shares
|
$58
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$58
0.0% of portfolio
|
Q1 2022
Reduced 93.9%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
13
shares
|
$58
0.0% of portfolio
|
Q2 2024
Reduced 93.23%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
12
shares
|
$54
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
12
shares
|
$54
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
9
shares
|
$40
0.0% of portfolio
|
Q4 2024
New holding
|