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Lumen Technologies (LUMN) Institutional Ownership

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$5.52 -0.02 (-0.27%)
As of 11:26 AM Eastern
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Institutional Ownership Changes (13F Filings) for Lumen Technologies (NYSE:LUMN)

Current
Institutional Ownership
Percentage
66.19%
Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$971.62M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$398.63M
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LUMN Institutional Buying and Selling by Quarter

Lumen Technologies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.122,070$937K0.0%+2.5%0.012%
9/23/2026Envestnet Asset Management Inc.65,258$501K0.0%+55.4%0.006%
9/22/2026State Street Corp48,003,189$368.66M0.0%+4.3%4.654%
9/9/2026The Manufacturers Life Insurance Company518,237$3.98M0.0%+10.8%0.050%
9/9/2026Sequoia Financial Advisors LLC1,327,331$10.19M0.1%-0.9%0.129%
9/9/2026WINTON GROUP Ltd484,380$3.72M0.1%N/A0.047%
9/9/2026Engineers Gate Manager LP269,650$2.07M0.0%-8.0%0.026%
9/9/2026Cidel Asset Management Inc.61,644$473K0.0%-22.1%0.006%
9/9/2026NewEdge Advisors LLC18,435$142K0.0%-14.2%0.002%
9/9/2026Squarepoint Ops LLC341,606$2.62M0.0%+21.4%0.033%
9/8/2026Arizona State Retirement System262,872$2.02M0.0%-1.8%0.025%
9/8/2026Nykredit A S24,711$190K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH10,074,316$77.37M0.0%+18.7%0.977%
8/27/2026Corient Private Wealth LP49,100$377K0.0%-5.3%0.005%
8/26/2026Amundi217,993$1.67M0.0%-17.0%0.021%
8/26/2026HighTower Advisors LLC173,345$1.33M0.0%-5.7%0.017%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al327,200$2.51M0.0%N/A0.032%
8/23/2026HB Wealth Management LLC15,472$119K0.0%+15.8%0.002%
8/22/2026Compass Financial Management LLC10,226$79K0.0%N/A0.001%
8/22/2026AlphaGrep UK Ltd79,324$609K0.2%N/A0.008%
8/21/2026Nykredit A S24,711$190K0.0%N/A0.002%
8/21/2026Requisite Capital Management LLC15,200$117K0.0%N/A0.001%
8/21/2026Triumph Capital Management5,614$43K0.0%+2,110.2%0.001%
8/20/2026Headlands Technologies LLC39,246$301K0.0%+123.6%0.004%
8/20/2026Two Sigma Securities LLC88,045$676K0.1%+132.5%0.009%
8/20/2026Northwestern Mutual Wealth Management Co.24,228$186K0.0%-33.4%0.002%
8/20/2026Van Den Berg Management I Inc.2,383,170$18.30M3.9%-1.8%0.231%
8/20/2026Penn Capital Management Company LLC2,547,003$19.60M1.2%-5.9%0.247%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,163,211$24.29M0.0%-4.6%0.307%
8/19/2026Investors Asset Management of Georgia Inc. GA ADV177,950$1.37M0.5%+1.0%0.017%
8/19/2026Hsbc Holdings PLC9,685,625$74.24M0.0%+10.5%0.939%
8/19/2026Archer Investment Corp26,095$200K0.0%+18.1%0.003%
8/18/2026Beacon Pointe Advisors LLC10,618$82K0.0%-77.2%0.001%
8/18/2026Fulcrum Asset Management LLP41,360$329K0.0%N/A0.004%
8/18/2026Empowered Funds LLC54,157$416K0.0%-59.3%0.005%
8/18/2026Jefferies Financial Group Inc.83,273$640K0.0%N/A0.008%
8/17/2026Corient Private Wealth LP52,222$401K0.0%N/A0.005%
8/17/2026Bank of America Corp DE3,551,176$27.27M0.0%+18.0%0.344%
8/15/2026Gallagher Fiduciary Advisors LLC45,260$348K0.0%N/A0.004%
8/15/2026Man Group plc790,988$6.08M0.0%N/A0.077%
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8/15/2026Invst LLC13,255$102K0.0%N/A0.001%
8/15/2026Jupiter Topco LLC1,225,077$9.41M0.0%N/A0.119%
8/14/2026Hsbc Holdings PLC9,685,625$74.24M0.0%N/A0.939%
8/14/2026Canada Pension Plan Investment Board1,075,012$8.26M0.0%N/A0.104%
8/14/2026Legal & General Group Plc2,414,163$18.54M0.0%N/A0.234%
8/14/2026The Manufacturers Life Insurance Company518,237$3.98M0.0%N/A0.050%
8/14/2026Front Street Capital Management Inc.12,171,321$93.48M10.6%-3.4%1.180%
8/14/2026Brigade Capital Management LP550,000$4.22M0.8%N/A0.053%
8/14/2026Algert Global LLC1,179,678$9.06M0.1%+61.0%0.114%
8/13/2026Cibc World Market Inc.14,171$109K0.0%N/A0.001%
8/13/2026Sanctuary Advisors LLC24,204$186K0.0%N/A0.002%
8/13/2026Connor Clark & Lunn Investment Management Ltd.3,224,852$24.77M0.0%N/A0.313%
8/12/2026Compass Financial Management LLC10,226$69K0.0%N/A0.001%
8/12/2026Northwestern Mutual Wealth Management Co.24,228$186K0.0%N/A0.002%
8/12/2026Quantbot Technologies LP105,183$808K0.0%N/A0.010%
8/12/2026Landscape Capital Management L.L.C.82,604$634K0.0%N/A0.008%
8/12/2026Callan Family Office LLC26,213$201K0.0%N/A0.003%
8/11/2026Allworth Financial LP10,383$80K0.0%N/A0.001%
8/11/2026Madison Asset Management LLC124,000$952K0.0%N/A0.012%
8/8/2026Wealthfront Advisers LLC28,326$218K0.0%+72.5%0.003%
8/7/2026BlackRock Inc.142,261,845$1.09B0.0%+3.5%13.793%
8/7/2026Deutsche Bank AG1,819,389$13.97M0.0%+8.7%0.176%
8/7/2026Perigon Wealth Management LLC116,479$895K0.0%+85.3%0.011%
8/7/2026Requisite Capital Management LLC15,200$117K0.0%N/A0.001%
8/7/2026Old West Investment Management LLC65,735$505K0.1%N/A0.006%
8/6/2026Argent Trust Co104,223$800K0.0%-8.8%0.010%
8/6/2026Global Retirement Partners LLC5,801$45K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp10,489,367$80.56M0.0%+87.2%1.018%
8/6/2026Focus Partners Advisor Solutions LLC22,776$175K0.0%+49.4%0.002%
8/6/2026Russell Investments Group Ltd.1,299,042$9.99M0.0%+50.1%0.126%
8/6/2026Pacific Sage Partners LLC14,849$114K0.0%-11.5%0.001%
8/6/2026Mitsubishi UFJ Trust & Banking Corp137,269$1.05M0.0%-81.6%0.013%
8/5/2026HighTower Advisors LLC173,345$1.33M0.0%-5.7%0.017%
8/5/2026KBC Group NV31,431$241K0.0%-69.6%0.003%
8/5/2026Bayforest Capital Ltd26,698$205K0.2%-11.8%0.003%
8/5/2026Janney Montgomery Scott LLC12,845$99K0.0%N/A0.001%
8/5/2026Fifth Third Bancorp217,733$1.67M0.0%-2.9%0.021%
8/5/2026Caitong International Asset Management Co. Ltd26,149$201K0.0%+9,657.1%0.003%
8/4/2026Principal Financial Group Inc.4,581,685$35.19M0.0%-0.7%0.445%
8/4/2026Hilton Capital Management LLC441,795$3.39M0.2%+5.4%0.043%
8/4/2026Fox Run Management L.L.C.104,732$804K0.1%+166.8%0.010%
8/4/2026Archer Investment Corp26,095$200K0.0%+18.1%0.003%
8/4/2026Summit Securities Group LLC10,823$83K0.0%N/A0.001%
8/3/2026Hussman Strategic Advisors Inc.147,000$1.13M0.3%N/A0.014%
8/3/2026Oppenheimer Asset Management Inc.16,787$129K0.0%-13.8%0.002%
8/3/2026Massachusetts Financial Services Co. MA148,879$1.14M0.0%+47.9%0.014%
7/14/2026Trust Asset Management LLC4,431$34K0.0%N/A0.000%
7/10/2026Handelsbanken Fonder AB307,500$2.36M0.0%+14.1%0.030%
7/10/2026Fulton Bank N.A.49,485$380K0.0%+13.3%0.005%
7/8/2026Trust Point Inc.13,978$107K0.0%+26.0%0.001%
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7/8/2026Assenagon Asset Management S.A.39,705$305K0.0%N/A0.004%
7/7/2026Trust Asset Management LLC4,431$34K0.0%N/A0.000%
7/7/2026GK Wealth Management LLC42,647$328K0.2%N/A0.004%
7/7/2026GAMMA Investing LLC20,980$161K0.0%+40.0%0.002%
7/2/2026Versant Capital Management Inc3,920$30K0.0%+90.3%0.000%
6/16/2026Empowered Funds LLC133,085$925K0.0%+18.4%0.013%
6/3/2026Parallel Advisors LLC6,493$45K0.0%-19.8%0.001%
6/3/2026NewEdge Advisors LLC21,483$149K0.0%-37.3%0.002%
5/26/2026Glenmede Trust Co. NA21,219$147K0.0%-27.2%0.002%
5/22/2026Verus Capital Partners LLC19,370$135K0.0%N/A0.002%


LUMN Institutional Ownership - Frequently Asked Questions

During the previous two years, 493 institutional investors and hedge funds held shares of Lumen Technologies. The most heavily invested institutionals were BlackRock Inc. ($1.09B), Vanguard Group Inc. ($869.12M), State Street Corp ($368.66M), JPMorgan Chase & Co. ($172.59M), Geode Capital Management LLC ($171.93M), Charles Schwab Investment Management Inc. ($142.89M), and Norges Bank ($106.56M).Learn more on Lumen Technologies' institutional investors.

66.19% of Lumen Technologies' stock is owned by institutional investors. Learn more on LUMN's institutional investor holdings.

Of the 439 institutional investors that purchased Lumen Technologies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($36.64M), JPMorgan Chase & Co. ($16.98M), Hsbc Holdings PLC ($14.52M), Hennessy Advisors Inc. ($8.49M), Dimensional Fund Advisors LP ($7.86M), Price T Rowe Associates Inc. MD ($7.15M), and Trexquant Investment LP ($7.08M).

Institutional investors have bought a total of 130,466,166 shares in the last 24 months. This purchase volume represents approximately $971.62M in transactions.

Of the 157 institutional investors that sold Lumen Technologies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Man Group plc ($10.93M), Invesco Ltd. ($6.98M), First Trust Advisors LP ($5.78M), Dimensional Fund Advisors LP ($2.86M), Westerly Capital Management LLC ($2.70M), Arrowstreet Capital Limited Partnership ($2.03M), and Vanguard Group Inc. ($1.70M).

Institutional investors have sold a total of 57,195,717 shares in the last 24 months. This volume of shares sold represents approximately $398.63M in transactions.



Institutional ownership data for NYSE:LUMN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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