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 $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
9
shares
|
$40
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8
shares
|
$36
0.0% of portfolio
|
Q4 2023
Reduced 96.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
7
shares
|
$31
0.0% of portfolio
|
Q1 2025
Reduced 95.17%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
7
shares
|
$31
0.0% of portfolio
|
Q3 2024
Reduced 99.54%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6
shares
|
$27
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5
shares
|
$22
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
5
shares
|
$22
0.0% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$22
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
5
shares
|
$22
0.03% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$18
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
4
shares
|
$18
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4
shares
|
$18
0.0% of portfolio
|
Q2 2024
Reduced 99.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$13
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
3
shares
|
$13
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3
shares
|
$13
0.0% of portfolio
|
Q1 2024
Reduced 89.29%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
2
shares
|
$9
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$9
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q3 2022
Reduced 99.97%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|