LUMN · Company research
Lumen Technologies, Inc. (LUMN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1083190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224776 | 1726280 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LM Asset Management Inc. | 2057190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4202000 | 32271360 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14658 | 112573 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 707 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1021642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2190244 | 16821074 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55249 | 424312 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79324 | 609208 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 702648 | 5396337 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15865 | 121844 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44693 | 343239 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1684400 | 12936192 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26251 | 201608 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 919185 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117000 | 931320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 3456 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 48 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WESTERLY CAPITAL MANAGEMENT, LLC | 1546172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400000 | 10752000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126902 | 974607 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 77 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242 | 1859 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5856 | 44974 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222 | 1705 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BETO FINANCIAL GROUP, LLC | 2104828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16480 | 105142 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 692 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4777625 | 36692160 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GFS Advisors, LLC | 1427263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550 | 805464 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43270 | 332314 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11331679 | 87027295 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91 | 699 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32795 | 251866 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 392734 | 3016198 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3194248 | 24531825 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214500 | 1647360 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8472745 | 1103222 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 358157 | 2750646 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 330 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217993 | 1674186 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16435 | 126225 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2408555 | 18497689 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117382 | 901494 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| West Financial Advisors, LLC | 1843684 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 70 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Front Row Advisors LLC | 1729254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 45 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 1106 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1507 | 11574 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35947 | 276071 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kingsview Wealth Management, LLC | 1791965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13205 | 101412 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87807 | 674358 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 223 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4431 | 908402 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42851 | 329096 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14617 | 112255 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79593 | 611275 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255305 | 1961 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63723 | 489393 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39599 | 304120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8457 | 64950 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 1275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13962626 | 107232968 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130269 | 1000466 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Byrne Asset Management LLC | 1911322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16700 | 128256 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13666 | 104954 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10142312 | 77892954 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4257839 | 32700204 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CONGRESS ASSET MANAGEMENT CO | 897378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 982011 | 7541844 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253 | 1941 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28372 | 202860 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clayton Partners LLC | 1550509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200000 | 1536000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11295 | 86751 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 160 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93997 | 721897 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Axiom Investment Management LLC | 1513703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1070 | 8218 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68383 | 525185 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 767958 | 5898 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Glen Eagle Advisors, LLC | 2029317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 768 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5110650 | 39249792 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST MANHATTAN CO. LLC. | 728083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23176 | 177992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 723 | 5556 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161 | 1236 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287 | 2205 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.