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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$146
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
25
shares
|
$140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
25
shares
|
$140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
25
shares
|
$140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
24
shares
|
$135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
21
shares
|
$118
0.0% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
21
shares
|
$118
0.0% of portfolio
|
Q2 2025
Added 2000.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
21
shares
|
$118
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
21
shares
|
$118
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18
shares
|
$101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$101
0.0% of portfolio
|
Q2 2024
Reduced 99.4%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
17
shares
|
$95
0.0% of portfolio
|
Q4 2023
Reduced 94.64%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$90
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
16
shares
|
$90
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$90
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
14
shares
|
$78
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
13
shares
|
$73
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
13
shares
|
$73
0.0% of portfolio
|
Q2 2024
Reduced 93.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$73
0.0% of portfolio
|
Q1 2022
Reduced 93.9%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$73
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
12
shares
|
$67
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
12
shares
|
$67
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
11
shares
|
$61
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
9
shares
|
$50
0.0% of portfolio
|
Q2 2025
New holding
|