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 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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$167
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18
shares
|
$143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
18
shares
|
$143
0.0% of portfolio
|
Q2 2024
Reduced 99.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17
shares
|
$135
0.0% of portfolio
|
Q3 2025
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%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
16
shares
|
$127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
16
shares
|
$127
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
14
shares
|
$111
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
14
shares
|
$111
0.0% of portfolio
|
Q3 2025
Reduced 99.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$103
0.0% of portfolio
|
Q1 2022
Reduced 93.9%
|
|
|
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
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
13
shares
|
$103
0.0% of portfolio
|
Q2 2024
Reduced 93.23%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
12
shares
|
$95
0.0% of portfolio
|
Q1 2021
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
|
|
|
Clear Street Group Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11
shares
|
$87
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
11
shares
|
$87
0.0% of portfolio
|
Q3 2025
Reduced 60.71%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
11
shares
|
$87
0.0% of portfolio
|
Q2 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
|
Oct 14, 2025 Q3 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%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
7
shares
|
$55
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5
shares
|
$39
0.0% of portfolio
|
Q1 2025
New holding
|
|