Lumen Technologies Inc (LUMN) Ownership

4.39 ↑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 148.1 million shares. Combined, the top 45 institutional holders of LUMN own 79.93% of the company with a total of 815.8 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders increased their combined ownership of LUMN by 37.8 million shares. 11 institutions bought 60,156,241 total additional shares and increased their ownership by an average of 2,508.51%. However 11 institutions sold 22,363,070 total shares and decreased their ownership by an average of 9.19%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Lumen Technologies increased by a net total of 37,793,171 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.433%	-0.389%	148,072,693	-578,595	2024-12-31
Vanguard Group Inc	10.654%	-6.400%	109,301,827	-7,474,123	2024-12-31
State Street Corp	4.893%	-0.748%	50,192,361	-378,013	2024-12-31
Charles Schwab Investment Management Inc	2.580%	-14.083%	26,472,492	-4,339,320	2024-12-31
Geode Capital Management, LLC	2.278%	0.094%	23,366,279	21,966	2024-12-31
First Trust Advisors L.P.	1.777%	-8.168%	18,232,078	-1,621,721	2024-12-31
HSBC Holdings PLC	1.730%	-2.570%	17,749,792	-468,241	2024-12-31
Arrowstreet Capital Limited Partnership	1.240%	-16.581%	12,725,190	-2,529,276	2024-12-31
Northern Trust Corp	1.204%	8.637%	12,354,499	982,206	2024-12-31
NORGES BANK	1.168%	26,437.500%	11,984,593	11,939,432	2024-12-31
Morgan Stanley - Brokerage Accounts	1.156%	-5.126%	11,856,095	-640,620	2024-12-31
Renaissance Technologies Corp	1.137%	76.345%	11,664,009	5,049,709	2024-12-31
Palestra Capital Management LLC	1.089%	0.000%	11,167,585	0	2024-12-31
Goldman Sachs Group Inc	1.038%	19.284%	10,647,853	1,721,342	2024-12-31
Dimensional Fund Advisors, Inc.	0.957%	368.399%	9,812,495	7,717,596	2024-12-31
UBS Group AG	0.939%	490.684%	9,631,095	8,000,597	2024-12-31
Citadel Advisors Llc	0.896%	164.552%	9,187,462	5,714,620	2024-12-31
Two Sigma Investments LLC	0.863%	-14.914%	8,856,838	-1,552,415	2024-12-31
LM Asset (IM) Inc.	0.859%	0.000%	8,807,000	8,807,000	2024-12-31
Hennessy Advisors, Inc.	0.828%	0.000%	8,491,400	8,491,400	2024-12-31
Allianz Asset Management AG	0.759%	28.132%	7,790,277	1,710,373	2024-12-31
Two Sigma Advisers, LLC	0.740%	-14.910%	7,505,114	-1,315,100	2024-12-31
Bank of New York Mellon Corp	0.693%	-17.239%	7,036,283	-1,465,646	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.433%	-0.389%	148,072,693	-578,595	2024-12-31
Vanguard Group Inc	10.654%	-6.400%	109,301,827	-7,474,123	2024-12-31
State Street Corporation	5.170%	-1.128%	52,572,111	-599,516	2024-03-31
State Street Corp	4.893%	-0.748%	50,192,361	-378,013	2024-12-31
Southeastern Asset Management Inc	3.184%	-19.546%	32,090,038	-7,796,103	2023-03-31
Temasek Holdings Ltd.	3.113%	-56.141%	31,262,051	-40,016,301	2022-12-31
Charles Schwab Investment Management Inc	2.580%	-14.083%	26,472,492	-4,339,320	2024-12-31
Geode Capital Management, LLC	2.278%	0.094%	23,366,279	21,966	2024-12-31
Pacer Advisors, INC.	2.149%	126.656%	21,586,236	12,062,459	2022-12-31
First Trust Advisors L.P.	1.777%	-8.168%	18,232,078	-1,621,721	2024-12-31
HSBC Holdings PLC	1.730%	-2.570%	17,749,792	-468,241	2024-12-31
Arrowstreet Capital Limited Partnership	1.240%	-16.581%	12,725,190	-2,529,276	2024-12-31
Northern Trust Corp	1.204%	8.637%	12,354,499	982,206	2024-12-31
NORGES BANK	1.168%	26,437.500%	11,984,593	11,939,432	2024-12-31
Morgan Stanley - Brokerage Accounts	1.156%	-5.126%	11,856,095	-640,620	2024-12-31
Renaissance Technologies Corp	1.137%	76.345%	11,664,009	5,049,709	2024-12-31
AQR Capital Management LLC	1.148%	32,449.800%	11,525,887	11,490,477	2022-12-31
Marshall Wace Asset Management Ltd	1.124%	14.498%	11,249,889	1,424,492	2022-09-30
Palestra Capital Management LLC	1.089%	0.000%	11,167,585	0	2024-12-31
Goldman Sachs Group Inc	1.038%	19.284%	10,647,853	1,721,342	2024-12-31
Alpine Investment Management LLC	0.990%	-32.384%	9,946,840	-4,763,965	2022-12-31
Dimensional Fund Advisors, Inc.	0.957%	368.399%	9,812,495	7,717,596	2024-12-31
UBS Group AG	0.939%	490.684%	9,631,095	8,000,597	2024-12-31
Citadel Advisors Llc	0.896%	164.552%	9,187,462	5,714,620	2024-12-31
Two Sigma Investments LLC	0.863%	-14.914%	8,856,838	-1,552,415	2024-12-31
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
LM Asset (IM) Inc.	0.859%	0.000%	8,807,000	8,807,000	2024-12-31
Hennessy Advisors, Inc.	0.828%	0.000%	8,491,400	8,491,400	2024-12-31
Millennium Management LLC	0.774%	129.797%	7,854,906	4,436,710	2024-06-30
Allianz Asset Management AG	0.759%	28.132%	7,790,277	1,710,373	2024-12-31
Two Sigma Advisers, LLC	0.740%	-14.910%	7,505,114	-1,315,100	2024-12-31
Bank of New York Mellon Corp	0.693%	-17.239%	7,036,283	-1,465,646	2024-12-31
Legal & General Group PLC	0.692%	-6.086%	6,928,931	-449,018	2022-09-30
JPMorgan Chase & Co	0.670%	31.300%	6,802,076	1,621,516	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.637%	0.000%	6,464,070	6,464,070	2024-09-30
Barclays PLC	0.611%	8.561%	6,203,164	489,167	2024-09-30
Amvescap Plc.	0.593%	-64.517%	6,014,488	-10,936,029	2024-09-30
Qube Research & Technologies	0.582%	-12.242%	5,870,059	-818,877	2023-06-30
O'Shaughnessy Asset Management LLC	0.545%	0.614%	5,637,468	34,382	2022-09-30
D. E. Shaw & Co LP	0.542%	-28.353%	5,500,770	-2,176,784	2024-09-30
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
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 62 million shares. Combined, the top 59 mutual fund holders of LUMN own 66.63% of the company with a total of 677.7 million shares.

In the latest ownership report on April 30th 2025, the top 59 fund holders increased their combined ownership of LUMN by 2 thousand shares. 3 funds bought 32,244 total additional shares and increased their ownership by an average of 0.22%. However 2 funds sold 34,742 total shares and decreased their ownership by an average of 0.19%.

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 -2,498 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	6.042%	0.000%	61,983,177	0	2025-04-30
iShares Russell 2000 ETF	2.442%	0.017%	25,053,547	4,231	2025-04-30
First Trust Cloud Computing ETF	1.591%	0.000%	16,319,832	0	2025-04-30
iShares Russell 2000 Value ETF	0.928%	-0.338%	9,518,011	-32,285	2025-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.857%	0.000%	8,793,965	0	2025-04-30
Schwab Fundamental U.S. Large CompanyETF	0.787%	0.000%	8,075,997	0	2025-04-30
iShares S&P Small-Cap 600 Value ETF	0.479%	0.088%	4,909,454	4,313	2025-04-30
Schwab US Small-Cap ETF™	0.471%	-0.051%	4,832,206	-2,457	2025-04-30
iShares S&P Small-Cap 600 Growth ETF	0.451%	0.000%	4,622,548	0	2025-04-30
Invesco S&P SmallCap Momentum ETF	0.430%	0.540%	4,409,092	23,700	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.042%	0.000%	61,983,177	0	2025-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.195%	2.475%	32,236,061	778,620	2023-03-31
Vanguard US Total Market Shares ETF	3.127%	0.078%	32,053,123	24,827	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.816%	0.308%	28,885,655	88,578	2025-03-31
Pacer US Cash Cows 100 ETF	2.546%	0.324%	25,488,048	82,263	2023-02-28
iShares Russell 2000 ETF	2.442%	0.017%	25,053,547	4,231	2025-04-30
Vanguard Small Cap Index	2.220%	-2.330%	22,777,484	-543,303	2025-03-31
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	1.591%	0.000%	16,319,832	0	2025-04-30
Vanguard Institutional Extnd Mkt Idx Tr	1.521%	1.228%	15,606,926	189,257	2025-03-31
Vanguard Small Cap Value Index Inv	1.439%	-3.937%	14,761,164	-604,942	2025-03-31
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
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
Fidelity® 500 Index	1.038%	0.182%	10,434,346	18,997	2023-02-28
Fidelity Small Cap Index	0.978%	0.487%	10,035,827	48,625	2025-02-28
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	0.928%	-0.338%	9,518,011	-32,285	2025-04-30
ACR Equity Quality Return Total Accounts	0.945%	-33.595%	9,500,306	-4,806,256	2022-12-31
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
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.857%	0.000%	8,793,965	0	2025-04-30
iShares Core S&P 500 ETF	0.846%	0.000%	8,473,433	0	2023-02-28
Schwab Fundamental U.S. Large CompanyETF	0.787%	0.000%	8,075,997	0	2025-04-30
Hennessy Cornerstone Mid Cap 30 Inv	0.754%	-8.907%	7,735,100	-756,300	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.664%	-3.904%	6,816,303	-276,884	2025-03-31
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
SPDR® S&P 600 Small Cap Value ETF	0.578%	0.452%	5,863,803	26,400	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.558%	-5.591%	5,727,728	-339,200	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.559%	-5.591%	5,727,728	-339,200	2025-03-31
Schwab Fundamental US Large Company Idx	0.552%	0.103%	5,660,635	5,847	2025-02-28
Fidelity Extended Market Index	0.548%	1.906%	5,620,027	105,100	2025-03-31
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
iShares S&P Small-Cap 600 Value ETF	0.479%	0.088%	4,909,454	4,313	2025-04-30
Schwab US Small-Cap ETF™	0.471%	-0.051%	4,832,206	-2,457	2025-04-30
Vanguard Russell 2000 ETF	0.462%	2.322%	4,741,582	107,618	2025-03-31
iShares S&P Small-Cap 600 Growth ETF	0.451%	0.000%	4,622,548	0	2025-04-30
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
Invesco S&P SmallCap Momentum ETF	0.430%	0.540%	4,409,092	23,700	2025-04-30
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