Lumen Technologies Inc (LUMN) Ownership

7.55 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Lumen Technologies Inc (LUMN), owning a total of 148.8 million shares. Combined, the top 41 institutional holders of LUMN own 82.62% of the company with a total of 837 million shares.

In the latest ownership report on June 30th 2024, the top 41 institutional holders decreased their combined ownership of LUMN by 23.3 million shares. 9 institutions bought 14,126,268 total additional shares and increased their ownership by an average of 23.47%. However 11 institutions sold 37,392,254 total shares and decreased their ownership by an average of 14.5%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Lumen Technologies decreased by a net total of -23,265,986 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.666%	0.200%	148,833,423	297,676	2024-06-30
Vanguard Group Inc	11.639%	-1.818%	118,116,257	-2,186,963	2024-06-30
State Street Corp	4.984%	-3.784%	50,582,682	-1,989,429	2024-06-30
Charles Schwab Investment Management Inc	3.159%	4.053%	32,057,778	1,248,752	2024-06-30
Morgan Stanley - Brokerage Accounts	2.412%	-32.202%	24,475,710	-11,625,066	2024-06-30
Geode Capital Management, LLC	2.263%	3.505%	22,960,620	777,451	2024-06-30
First Trust Advisors L.P.	1.933%	-29.506%	19,613,064	-8,209,330	2024-06-30
HSBC Holdings PLC	1.920%	-10.330%	19,480,081	-2,244,086	2024-06-30
Amvescap Plc.	1.670%	36.236%	16,950,517	4,508,501	2024-06-30
Two Sigma Advisers, LLC	1.481%	-13.758%	15,031,814	-2,398,000	2024-06-30
Two Sigma Investments LLC	1.300%	-13.356%	13,187,496	-2,032,745	2024-06-30
Northern Trust Corp	1.119%	-2.648%	11,352,362	-308,805	2024-06-30
Palestra Capital Management LLC	1.101%	0.000%	11,167,585	0	2024-06-30
Goldman Sachs Group Inc	0.940%	23.339%	9,539,497	1,805,098	2024-06-30
Bank of New York Mellon Corp	0.925%	0.061%	9,385,656	5,675	2024-06-30
Renaissance Technologies Corp	0.874%	11.557%	8,873,803	919,300	2024-06-30
Millennium Management LLC	0.774%	129.797%	7,854,906	4,436,710	2024-06-30
D. E. Shaw & Co LP	0.757%	-43.544%	7,677,554	-5,921,650	2024-06-30
Barclays PLC	0.563%	-4.115%	5,713,997	-245,236	2024-06-30
Allianz Asset Management AG	0.513%	2.505%	5,201,669	127,105	2024-06-30
Principal Financial Group Inc	0.493%	-4.409%	5,006,667	-230,944	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.666%	0.200%	148,833,423	297,676	2024-06-30
Vanguard Group Inc	11.639%	-1.818%	118,116,257	-2,186,963	2024-06-30
State Street Corporation	5.170%	-1.128%	52,572,111	-599,516	2024-03-31
State Street Corp	4.984%	-3.784%	50,582,682	-1,989,429	2024-06-30
Southeastern Asset Management Inc	3.184%	-19.546%	32,090,038	-7,796,103	2023-03-31
Charles Schwab Investment Management Inc	3.159%	4.053%	32,057,778	1,248,752	2024-06-30
Temasek Holdings Ltd.	3.113%	-56.141%	31,262,051	-40,016,301	2022-12-31
Morgan Stanley - Brokerage Accounts	2.412%	-32.202%	24,475,710	-11,625,066	2024-06-30
Geode Capital Management, LLC	2.263%	3.505%	22,960,620	777,451	2024-06-30
Arrowstreet Capital Limited Partnership	2.195%	-3.519%	22,146,474	-807,731	2023-06-30
Pacer Advisors, INC.	2.149%	126.656%	21,586,236	12,062,459	2022-12-31
First Trust Advisors L.P.	1.933%	-29.506%	19,613,064	-8,209,330	2024-06-30
HSBC Holdings PLC	1.920%	-10.330%	19,480,081	-2,244,086	2024-06-30
Amvescap Plc.	1.670%	36.236%	16,950,517	4,508,501	2024-06-30
Two Sigma Advisers, LLC	1.481%	-13.758%	15,031,814	-2,398,000	2024-06-30
Two Sigma Investments LLC	1.300%	-13.356%	13,187,496	-2,032,745	2024-06-30
Citadel Advisors Llc	1.165%	587.487%	11,752,036	10,042,617	2023-06-30
AQR Capital Management LLC	1.148%	32,449.800%	11,525,887	11,490,477	2022-12-31
Northern Trust Corp	1.119%	-2.648%	11,352,362	-308,805	2024-06-30
Marshall Wace Asset Management Ltd	1.124%	14.498%	11,249,889	1,424,492	2022-09-30
Palestra Capital Management LLC	1.101%	0.000%	11,167,585	0	2024-06-30
Dimensional Fund Advisors, Inc.	1.027%	-37.229%	10,365,489	-6,147,747	2023-06-30
Alpine Investment Management LLC	0.990%	-32.384%	9,946,840	-4,763,965	2022-12-31
Goldman Sachs Group Inc	0.940%	23.339%	9,539,497	1,805,098	2024-06-30
Bank of New York Mellon Corp	0.925%	0.061%	9,385,656	5,675	2024-06-30
Renaissance Technologies Corp	0.874%	11.557%	8,873,803	919,300	2024-06-30
Man Group PLC	0.878%	95.899%	8,846,202	4,330,497	2023-03-31
Jupiter Asset Management Limited	0.878%	102.109%	8,818,004	4,455,020	2023-03-31
Millennium Management LLC	0.774%	129.797%	7,854,906	4,436,710	2024-06-30
D. E. Shaw & Co LP	0.757%	-43.544%	7,677,554	-5,921,650	2024-06-30
Legal & General Group PLC	0.692%	-6.086%	6,928,931	-449,018	2022-09-30
NORGES BANK	0.638%	84.721%	6,383,966	2,927,959	2022-12-31
Qube Research & Technologies	0.582%	-12.242%	5,870,059	-818,877	2023-06-30
Barclays PLC	0.563%	-4.115%	5,713,997	-245,236	2024-06-30
O'Shaughnessy Asset Management LLC	0.545%	0.614%	5,637,468	34,382	2022-09-30
Allianz Asset Management AG	0.513%	2.505%	5,201,669	127,105	2024-06-30
Principal Financial Group Inc	0.493%	-4.409%	5,006,667	-230,944	2024-06-30
UBS Asset Mgmt Americas Inc	0.429%	13.818%	4,434,716	538,403	2022-06-30
JPMorgan Chase & Co	0.414%	10.682%	4,206,361	405,974	2023-12-31
Exchange Traded Concepts, LLC	0.411%	6.415%	4,172,301	251,501	2023-12-31
FMR Inc	0.405%	72.574%	4,109,279	1,728,115	2024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Lumen Technologies Inc (LUMN), owning a total of 64.5 million shares. Combined, the top 54 mutual fund holders of LUMN own 64.24% of the company with a total of 650 million shares.

In the latest ownership report on October 31st 2024, the top 54 fund holders increased their combined ownership of LUMN by 235 thousand shares. 3 funds bought 88,978 total additional shares and increased their ownership by an average of 0.35%. However 2 funds sold 323,718 total shares and decreased their ownership by an average of 2.14%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Lumen Technologies decreased by a net total of -234,740 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.357%	0.000%	64,514,500	0	2024-10-31
iShares Russell 2000 ETF	2.569%	-0.224%	26,074,038	-58,618	2024-10-31
First Trust Cloud Computing ETF	1.736%	0.000%	17,612,040	0	2024-10-31
Schwab Fundamental U.S. Large CompanyETF	1.299%	0.000%	13,181,351	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.030%	0.079%	10,450,601	8,294	2024-10-31
iShares Russell 2000 Value ETF	0.949%	0.000%	9,628,380	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.888%	0.760%	9,006,413	67,920	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-4.061%	6,263,400	-265,100	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.580%	0.218%	5,882,132	12,764	2024-10-31
Schwab US Small-Cap ETF™	0.484%	0.000%	4,910,880	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.357%	0.000%	64,514,500	0	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.195%	2.475%	32,236,061	778,620	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.159%	0.078%	32,053,123	24,827	2024-09-30
iShares Russell 2000 ETF	2.569%	-0.224%	26,074,038	-58,618	2024-10-31
Pacer US Cash Cows 100 ETF	2.546%	0.324%	25,488,048	82,263	2023-02-28
Vanguard Small Cap Index	2.508%	-0.836%	25,452,918	-214,513	2024-09-30
Vanguard 500 Index Investor	2.199%	0.197%	22,096,877	43,502	2023-02-28
iShares Select Dividend ETF	2.136%	0.137%	22,096,006	30,160	2022-10-31
Invesco S&P 500® Pure Value ETF	2.196%	-1.114%	21,984,474	-247,650	2023-02-28
First Trust Cloud Computing ETF	1.736%	0.000%	17,612,040	0	2024-10-31
Vanguard Small Cap Value Index Inv	1.698%	0.034%	17,234,858	5,896	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.497%	-2.199%	15,188,003	-341,525	2024-09-30
Schwab Fundamental US Large Company ETF	1.388%	0.000%	14,084,363	0	2024-05-31
Invesco S&P SmallCap 600 Revenue ETF	1.326%	0.000%	13,480,225	0	2024-08-30
Schwab Fundamental U.S. Large CompanyETF	1.299%	0.000%	13,181,351	0	2024-10-31
Vanguard Extended Market Index Investor	1.262%	-0.018%	12,717,948	-2,335	2023-08-31
Invesco S&P 500® Equal Weight ETF	1.256%	0.000%	12,571,624	0	2023-02-28
Longleaf Partners	1.197%	-17.330%	12,068,687	-2,530,000	2023-03-31
Vanguard Mid Cap Index Institutional	1.201%	0.105%	12,065,980	12,628	2023-02-28
Longleaf Partners Small-Cap	1.108%	-19.594%	11,166,098	-2,721,000	2023-03-31
iShares S&P Small-Cap 600 Value ETF	1.030%	0.079%	10,450,601	8,294	2024-10-31
Fidelity® 500 Index	1.038%	0.182%	10,434,346	18,997	2023-02-28
Fidelity Small Cap Index	1.020%	-2.090%	10,354,789	-221,001	2024-08-31
SPDR® S&P 500 ETF Trust	0.983%	-0.069%	9,838,372	-6,792	2023-02-28
Communication Services Sel Sect SPDR®ETF	0.975%	0.149%	9,757,400	14,485	2023-02-28
Fidelity® Small Cap Index	0.962%	2.800%	9,707,826	264,440	2023-10-31
iShares Russell 2000 Value ETF	0.949%	0.000%	9,628,380	0	2024-10-31
ACR Equity Quality Return Total Accounts	0.945%	-33.595%	9,500,306	-4,806,256	2022-12-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.888%	0.760%	9,006,413	67,920	2024-10-31
SPDR® Portfolio S&P 500 High Div ETF	0.868%	0.267%	8,979,838	23,940	2022-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.881%	-0.143%	8,940,251	-12,761	2024-05-30
iShares Core S&P 500 ETF	0.846%	0.000%	8,473,433	0	2023-02-28
Schwab Fundamental US Large Company Idx	0.720%	-15.819%	7,307,083	-1,373,107	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.710%	-7.485%	7,206,970	-583,096	2024-09-30
Vanguard Institutional Index I	0.660%	-0.070%	6,635,586	-4,613	2023-02-28
Calvert Short Duration Income Strategy	0.646%	0.000%	6,519,388	6,519,388	2023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-4.061%	6,263,400	-265,100	2024-10-31
Fidelity Extended Market Index	0.583%	-2.855%	5,911,544	-173,756	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.580%	0.218%	5,882,132	12,764	2024-10-31
Fidelity® Extended Market Index	0.547%	0.000%	5,518,933	0	2023-11-30
iShares Rbtcs&Artfcl Intllgnc Mltsct ETF	0.484%	-1.042%	4,915,580	-51,742	2024-07-31
Schwab US Small-Cap ETF™	0.484%	0.000%	4,910,880	0	2024-10-31
Vanguard Russell 2000 ETF	0.457%	13.136%	4,641,878	538,965	2024-09-30
Vanguard Value Index Inv	0.457%	0.574%	4,591,762	26,182	2023-02-28
Vanguard Mid-Cap Value ETF	0.455%	0.080%	4,568,888	3,659	2023-02-28
Vanguard High Dividend Yield ETF	0.435%	0.541%	4,496,726	24,200	2022-11-30
State St S&P 500® Indx SL Cl III	0.440%	0.956%	4,424,288	41,900	2023-02-28
JPM Global Income A (div) EUR	0.439%	0.000%	4,423,308	0	2023-06-30
Tarkio	0.431%	4.753%	4,372,025	198,375	2024-08-31
Vanguard Communication Services ETF	0.408%	5.323%	4,116,818	208,044	2024-01-31
Vanguard S&P Small-Cap 600 ETF	0.403%	0.545%	4,088,789	22,166	2024-03-31
Principal SmallCap S&P 600 Idx SP	0.403%	0.000%	4,086,654	0	2024-05-31
DFA US Large Cap Value I	0.345%	-0.087%	3,461,739	-3,015	2023-03-31
Columbia Small Cap Index Inst	0.323%	-1.114%	3,242,692	-36,537	2023-04-30