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 |
|---|---|---|---|---|---|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
9,292
shares
|
$74,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
8,860
shares
|
$70,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,457
shares
|
$67,571
0.0% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
8,373
shares
|
$66,900
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,249
shares
|
$65,909
0.0% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,925
shares
|
$63,320
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,582
shares
|
$60,580
0.0% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
7,209
shares
|
$57,599
0.0% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
7,182
shares
|
$57,384
0.03% of portfolio
|
Q3 2025
Reduced 41.04%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
6,863
shares
|
$54,835
0.0% of portfolio
|
Q3 2025
Added 17960.53%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,791
shares
|
$54,260
0.05% of portfolio
|
Q2 2022
Reduced 1.95%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,614
shares
|
$52,845
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
6,566
shares
|
$52,462
0.01% of portfolio
|
Q3 2025
Added 466.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,594
shares
|
$44,696
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
5,543
shares
|
$44,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,343
shares
|
$42,690
0.0% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,747
shares
|
$37,928
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,275
shares
|
$34,157
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,275
shares
|
$34,157
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,130
shares
|
$32,998
0.01% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,105
shares
|
$32,798
0.0% of portfolio
|
Q3 2025
Added 49.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$31,960
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,690
shares
|
$29,483
0.01% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,543
shares
|
$28,308
0.03% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
3,330
shares
|
$26,606
0.01% of portfolio
|
Q1 2025
New holding
|
|