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 665 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,817
shares
|
$14,517
0.0% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,808
shares
|
$14,445
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
1,721
shares
|
$13,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,650
shares
|
$13,183
0.0% of portfolio
|
Q4 2024
Reduced 44.83%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,637
shares
|
$13,079
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,629
shares
|
$13,015
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,456
shares
|
$11,633
0.0% of portfolio
|
Q2 2023
Reduced 11.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,426
shares
|
$11,393
0.0% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,417
shares
|
$11,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,275
shares
|
$10,187
0.0% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,224
shares
|
$9,779
0.0% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1,211
shares
|
$9,675
0.0% of portfolio
|
Q2 2025
Added 52.14%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,152
shares
|
$9,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,106
shares
|
$8,836
0.0% of portfolio
|
Q3 2025
Reduced 36.18%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,066
shares
|
$8,517
0.0% of portfolio
|
Q3 2025
Reduced 89.62%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,064
shares
|
$8,501
0.0% of portfolio
|
Q3 2022
Added 2.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,048
shares
|
$8,373
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,043
shares
|
$8,333
0.0% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,025
shares
|
$8,189
0.0% of portfolio
|
Q4 2023
Added 99.42%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
1,000
shares
|
$7,990
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$7,990
0.0% of portfolio
|
Q1 2024
Reduced 37.81%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,000
shares
|
$7,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$7,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
978
shares
|
$7,814
0.0% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
910
shares
|
$7,270
0.0% of portfolio
|
Q2 2025
Added 95.7%
|
|