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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
21
shares
|
$167
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
21
shares
|
$167
0.0% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
21
shares
|
$167
0.0% of portfolio
|
Q2 2025
Added 2000.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$167
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
18
shares
|
$143
0.0% of portfolio
|
Q2 2024
Reduced 99.4%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18
shares
|
$143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
17
shares
|
$135
0.0% of portfolio
|
Q4 2023
Reduced 94.64%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
16
shares
|
$127
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
16
shares
|
$127
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
16
shares
|
$127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
14
shares
|
$111
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$103
0.0% of portfolio
|
Q1 2022
Reduced 93.9%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
13
shares
|
$103
0.0% of portfolio
|
Q2 2024
Reduced 93.23%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
13
shares
|
$103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
12
shares
|
$95
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
12
shares
|
$95
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
11
shares
|
$87
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Group Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11
shares
|
$87
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
10
shares
|
$79
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9
shares
|
$71
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
9
shares
|
$71
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$55
0.0% of portfolio
|
Q3 2024
Reduced 99.54%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
7
shares
|
$55
0.0% of portfolio
|
Q4 2025
New holding
|
|