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 662 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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
117
shares
|
$934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
117
shares
|
$934
0.0% of portfolio
|
Q3 2022
Added 2.63%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
100
shares
|
$799
0.0% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$799
0.0% of portfolio
|
Q3 2025
Reduced 68.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
100
shares
|
$799
0.0% of portfolio
|
Q2 2022
Reduced 75.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
99
shares
|
$791
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
95
shares
|
$759
0.0% of portfolio
|
Q4 2024
Added 630.77%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
94
shares
|
$751
0.0% of portfolio
|
Q2 2025
Reduced 82.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
88
shares
|
$703
0.0% of portfolio
|
Q2 2025
Reduced 53.93%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
88
shares
|
$703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
87
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
87
shares
|
$695
0.0% of portfolio
|
Q3 2025
Reduced 73.64%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
80
shares
|
$639
0.0% of portfolio
|
Q3 2025
Reduced 96.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
74
shares
|
$591
0.0% of portfolio
|
Q2 2022
Reduced 55.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
73
shares
|
$583
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$575
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
71
shares
|
$567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
67
shares
|
$535
0.0% of portfolio
|
Q1 2025
Added 97.06%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
67
shares
|
$535
0.0% of portfolio
|
Q4 2024
Added 157.69%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
66
shares
|
$527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
66
shares
|
$527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
60
shares
|
$479
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
59
shares
|
$471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
58
shares
|
$463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
56
shares
|
$447
0.0% of portfolio
|
Q3 2022
Reduced 90.67%
|
|