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 660 institutions that hold shares in the stock, with a total of 663 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
30,863
shares
|
$246,595
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
30,459
shares
|
$243,367
0.0% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
30,407
shares
|
$242,951
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
28,352
shares
|
$226,532
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
28,253
shares
|
$225,741
0.07% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
27,551
shares
|
$220,132
0.02% of portfolio
|
Q3 2022
Added 16.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
26,571
shares
|
$212,302
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
26,426
shares
|
$211,143
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
26,265
shares
|
$209,857
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
25,762
shares
|
$205,838
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
25,453
shares
|
$203,369
0.0% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,238
shares
|
$201,651
0.0% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
25,014
shares
|
$199,861
0.06% of portfolio
|
Q3 2025
Added 45.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
24,646
shares
|
$196,921
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
24,633
shares
|
$196,817
0.0% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,303
shares
|
$194,180
0.0% of portfolio
|
Q2 2023
Added 90.43%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,678
shares
|
$189,187
0.08% of portfolio
|
Q3 2022
Reduced 10.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
23,445
shares
|
$187,325
0.02% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
23,205
shares
|
$185,407
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
22,982
shares
|
$183,626
0.02% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,815
shares
|
$182,291
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
22,546
shares
|
$180,142
0.06% of portfolio
|
Q3 2025
Added 34.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
22,102
shares
|
$176,594
0.01% of portfolio
|
Q3 2025
Added 54.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
21,667
shares
|
$173,119
0.01% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
21,573
shares
|
$172,368
0.02% of portfolio
|
Q3 2025
Added 10.06%
|
|