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 619 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
198
shares
|
$988
0.0% of portfolio
|
Q4 2024
Reduced 71.71%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
197
shares
|
$983
0.0% of portfolio
|
Q1 2023
Reduced 59.55%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
197
shares
|
$983
0.0% of portfolio
|
Q4 2024
Added 41.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
192
shares
|
$958
0.0% of portfolio
|
Q1 2023
Added 182.35%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
191
shares
|
$953
0.0% of portfolio
|
Q4 2023
Reduced 99.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
188
shares
|
$938
0.0% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
179
shares
|
$893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
177
shares
|
$883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
168
shares
|
$838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
156
shares
|
$778
0.0% of portfolio
|
Q3 2024
Reduced 84.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
152
shares
|
$758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
148
shares
|
$738
0.0% of portfolio
|
Q3 2024
Added 108.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
145
shares
|
$723
0.0% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
142
shares
|
$708
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
142
shares
|
$708
0.0% of portfolio
|
Q3 2023
Reduced 71.54%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
140
shares
|
$698
0.0% of portfolio
|
Q3 2024
Added 154.55%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
126
shares
|
$628
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
126
shares
|
$628
0.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
126
shares
|
$628
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
123
shares
|
$613
0.0% of portfolio
|
Q3 2024
Reduced 71.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
117
shares
|
$583
0.0% of portfolio
|
Q3 2022
Added 2.63%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
117
shares
|
$583
0.0% of portfolio
|
Q2 2023
Reduced 97.6%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
116
shares
|
$578
0.0% of portfolio
|
Q4 2024
Added 87.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
104
shares
|
$518
0.0% of portfolio
|
Q2 2023
Reduced 62.04%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
100
shares
|
$499
0.0% of portfolio
|
Q1 2023
Reduced 1.96%
|