# LUMEN TECHNOLOGIES INC (LUMN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LUMN/

- Reporting holders: 18
- Reported value: $46.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $38.9M | 6,949,193 | 2.9% | 23 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $6.7M | 1,191,427 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $130.5K | 23,309 | 0.1% | 2 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $129.7K | 23,207 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $118.2K | 21,101 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $111.1K | 19,838 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $100.9K | 18,018 | 0.0% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $32.7K | 5,843 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $11.1K | 1,988 | 0.0% | 23 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.8K | 1,213 | 0.0% | 8 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $2.8K | 503 | 0.0% | 11 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.3K | 224 | 0.0% | 16 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $616 | 110 | 0.0% | 4 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $488 | 87 | 0.0% | 7 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $123 | 22 | 0.0% | 2 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $50 | 9 | 0.0% | 4 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $42 | 7 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 117 | 0.0% | 1 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $0 | 35 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $46.2M |
| Q2 2026 | 631 | $6.5B |
| Q1 2026 | 598 | $5.1B |
| Q4 2025 | 604 | $5.9B |
| Q3 2025 | 558 | $4.4B |
| Q2 2025 | 560 | $3.3B |
| Q1 2025 | 546 | $2.9B |
| Q4 2024 | 570 | $4.0B |
| Q3 2024 | 511 | $5.1B |
| Q2 2024 | 456 | $754.2M |
| Q1 2024 | 484 | $1.2B |
| Q4 2023 | 492 | $1.4B |

