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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
17,896
shares
|
$142,989
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
17,864
shares
|
$142,733
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
17,732
shares
|
$141,678
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
17,667
shares
|
$141,159
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,948
shares
|
$135,414
0.0% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
16,945
shares
|
$135,390
0.0% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
16,875
shares
|
$134,831
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
16,828
shares
|
$134,455
0.01% of portfolio
|
Q4 2025
Added 1270.36%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
16,656
shares
|
$133,081
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,551
shares
|
$132,242
0.0% of portfolio
|
Q3 2025
Reduced 24.54%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
16,472
shares
|
$131,611
0.07% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
16,393
shares
|
$130,980
0.01% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,298
shares
|
$130,221
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,038
shares
|
$128,143
0.0% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,019
shares
|
$127,991
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 30, 2025 Q3 2025 |
15,934
shares
|
$127,312
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,819
shares
|
$126,393
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
15,797
shares
|
$126,218
0.0% of portfolio
|
Q3 2025
Reduced 23.7%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,708
shares
|
$125,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
15,541
shares
|
$124,172
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,513
shares
|
$123,948
0.01% of portfolio
|
Q3 2022
Reduced 18.58%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
15,499
shares
|
$123,837
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
15,440
shares
|
$123,365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
15,321
shares
|
$122,414
0.0% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
15,238
shares
|
$121,751
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|