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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
9
shares
|
$50
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
9
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8
shares
|
$45
0.0% of portfolio
|
Q4 2023
Reduced 96.15%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
8
shares
|
$45
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
7
shares
|
$39
0.0% of portfolio
|
Q3 2024
Reduced 99.54%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6
shares
|
$33
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$28
0.0% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5
shares
|
$28
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$28
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$22
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
4
shares
|
$22
0.0% of portfolio
|
Q2 2024
Reduced 99.71%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
3
shares
|
$16
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3
shares
|
$16
0.0% of portfolio
|
Q1 2024
Reduced 89.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$11
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
2
shares
|
$11
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|