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 661 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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
444
shares
|
$3,547
0.0% of portfolio
|
Q2 2024
Added 133.68%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
443
shares
|
$3,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
418
shares
|
$3,339
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
414
shares
|
$3,307
0.0% of portfolio
|
Q4 2022
Added 6.7%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
379
shares
|
$3,028
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
375
shares
|
$2,996
0.0% of portfolio
|
Q3 2025
Reduced 63.27%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
371
shares
|
$2,964
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
363
shares
|
$2,900
0.0% of portfolio
|
Q2 2025
Added 77.94%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
355
shares
|
$2,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
340
shares
|
$2,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
330
shares
|
$2,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$2,412
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$2,412
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
300
shares
|
$2,397
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
300
shares
|
$2,397
0.0% of portfolio
|
Q3 2025
Reduced 59.84%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
300
shares
|
$2,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
299
shares
|
$2,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$2,213
0.0% of portfolio
|
Q2 2023
Added 61.99%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
276
shares
|
$2,205
0.0% of portfolio
|
Q3 2025
Added 46.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
262
shares
|
$2,093
0.0% of portfolio
|
Q4 2025
Added 162.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
253
shares
|
$2,021
0.0% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
250
shares
|
$1,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
246
shares
|
$1,965
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
242
shares
|
$1,933
0.0% of portfolio
|
Q2 2025
Reduced 83.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
241
shares
|
$1,925
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|