LUMEN TECHNOLOGIES INC (LUMN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
604
Reporting holders
$5.9B
Reported value
71.6%
Of shares outstanding
4.1%
Held as options
+32
Holder change
Institutions report 738,469,176 shares against 1,031,445,404 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 142,261,845 | 0.02% | 8q | +3.5%+$36.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $472.1M | 61,471,506 | 0.02% | 2q | -1.0%-$5.0M |
| STATE STREET CORP | $368.7M | 48,003,189 | 0.01% | 22q | +4.3%+$15.3M |
| FMR LLC | $348.1M | 45,326,716 | 0.02% | 22q | +44.3%+$106.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $322.9M | 42,038,158 | 0.01% | 2q | +1.0%+$3.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $191.1M | 24,824,381 | 0.01% | 22q | +8.6%+$15.1M |
| D. E. Shaw & Co., Inc. | $134.4M | 17,493,715 | 0.06% | 22q | +16.4%+$18.9M |
| GOLDMAN SACHS GROUP INC | $130.4M | 16,979,054 | 0.01% | 22q | -24.7%-$42.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $122.6M | 15,969,245 | 0.02% | 22q | -7.0%-$9.3M |
| Sixth Street Partners Management Company, L.P. | $122.6M | 15,969,245 | 0.02% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $112.2M | 14,609,695 | 0.02% | 22q | -2.6%-$3.0M |
| Front Street Capital Management, Inc. | $93.5M | 12,171,321 | 10.61% | new | NEW |
| MORGAN STANLEY | $92.3M | 12,022,512 | 0.00% | 22q | +1.1%+$1.0M |
| NORGES BANK | $87.0M | 11,331,679 | 0.01% | 20q | -17.4%-$18.3M |
| NORTHERN TRUST CORP | $85.6M | 11,152,073 | 0.01% | 22q | +5.2%+$4.2M |
| Bank of New York Mellon Corp | $80.6M | 10,489,367 | 0.01% | 22q | +87.2%+$37.5M |
| FIRST TRUST ADVISORS LP | $77.9M | 10,142,312 | 0.05% | 22q | -20.6%-$20.2M |
| Allianz Asset Management GmbH | $77.4M | 10,074,316 | 0.07% | 22q | +18.7%+$12.2M |
| Invesco Ltd. | $75.4M | 9,819,582 | 0.01% | 22q | +7.2%+$5.1M |
| HSBC HOLDINGS PLC | $74.2M | 9,685,625 | 0.03% | 22q | +10.5%+$7.0M |
| RENAISSANCE TECHNOLOGIES LLC | $70.4M | 9,170,870 | 0.10% | 11q | -5.7%-$4.2M |
| JPMORGAN CHASE & CO | $69.0M | 8,622,421 | 0.00% | 22q | -61.6%-$110.8M |
| Public Sector Pension Investment Board | $68.8M | 8,954,334 | 0.09% | 22q | +140.3%+$40.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $56.1M | 1,664,844 | 0.00% | 22q | +237.0%+$39.5M |
| CapWealth Advisors, LLC | $54.7M | 7,121,417 | 3.75% | 22q | +1.6%+$854.4K |
| Nuveen, LLC | $52.8M | 6,873,814 | 0.01% | 6q | +28.4%+$11.7M |
| LM Asset Management Inc. | $49.1M | 4,202,000 | 30.43% | 7q | -15.2%-$8.8M |
| VANGUARD FIDUCIARY TRUST CO | $48.2M | 6,279,551 | 0.01% | 2q | -3.6%-$1.8M |
| Curi Capital, LLC | $45.1M | 5,872,238 | 0.70% | 5q | HELD |
| TWO SIGMA INVESTMENTS, LP | $42.3M | 5,502,721 | 0.03% | 14q | -5.9%-$2.6M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $42.0M | 5,474,299 | 0.37% | 4q | +3.3%+$1.3M |
| GENDELL JEFFREY L | $38.3M | 4,986,216 | 0.34% | 7q | +4.7%+$1.7M |
| JANE STREET GROUP, LLC | $37.4M | options only | 0.00% | 22q | OPTIONS |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.7M | 4,777,625 | 0.02% | 8q | -39.9%-$24.4M |
| VICTORY CAPITAL MANAGEMENT INC | $36.6M | 4,768,913 | 0.02% | 22q | +3061.9%+$35.5M |
| CITADEL ADVISORS LLC | $35.9M | 1,705,319 | 0.00% | 22q | -32.4%-$17.2M |
| PRINCIPAL FINANCIAL GROUP INC | $35.2M | 4,581,685 | 0.02% | 22q | -0.7%-$230.9K |
| UBS Group AG | $33.7M | 3,237,874 | 0.00% | 22q | -25.6%-$11.6M |
| BNP PARIBAS FINANCIAL MARKETS | $32.7M | 4,257,839 | 0.01% | 7q | +194.4%+$21.6M |
| BANK OF AMERICA CORP /DE/ | $27.3M | 3,551,176 | 0.00% | 22q | +18.0%+$4.2M |
| WHITEBOX ADVISORS LLC | $26.9M | options only | 0.35% | 14q | OPTIONS |
| Connor, Clark & Lunn Investment Management Ltd. | $24.8M | 3,224,852 | 0.05% | 15q | -23.6%-$7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $24.3M | 3,163,211 | 0.00% | 21q | -4.6%-$1.2M |
| GROUP ONE TRADING LLC | $23.8M | 474,565 | 0.03% | 22q | -14.1%-$3.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $23.5M | 3,062,617 | 0.03% | 4q | +37.7%+$6.4M |
| MARSHALL WACE, LLP | $22.2M | 2,885,264 | 0.02% | 7q | +167.0%+$13.9M |
| SIMPLEX TRADING, LLC | $20.6M | 76,474 | 0.01% | 21q | HELD |
| Penn Capital Management Company, LLC | $19.6M | 2,547,003 | 1.24% | 4q | -5.9%-$1.2M |
| Voleon Capital Management LP | $19.4M | 2,524,841 | 0.35% | 7q | +57.6%+$7.1M |
| IMC-Chicago, LLC | $18.8M | 128,915 | 0.00% | 8q | -36.4%-$10.7M |
| Legal & General Group Plc | $18.5M | 2,414,163 | 0.00% | 22q | -3.9%-$745.7K |
| RHUMBLINE ADVISERS | $18.5M | 2,408,555 | 0.01% | 23q | -7.8%-$1.6M |
| VAN DEN BERG MANAGEMENT I, INC | $18.3M | 2,383,170 | 3.87% | 22q | -1.8%-$343.2K |
| FEDERATED HERMES, INC. | $17.8M | 2,320,790 | 0.03% | 22q | -19.4%-$4.3M |
| CITIGROUP INC | $14.9M | 1,753,677 | 0.00% | 22q | -40.2%-$10.0M |
| Swiss National Bank | $14.7M | 1,911,600 | 0.01% | 22q | -0.9%-$129.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $14.5M | 1,890,521 | 0.02% | 22q | -1.5%-$216.4K |
| AMERIPRISE FINANCIAL INC | $14.2M | 1,842,798 | 0.00% | 22q | -53.8%-$16.5M |
| DEUTSCHE BANK AG\ | $14.0M | 1,819,389 | 0.00% | 22q | +8.7%+$1.1M |
| California Public Employees Retirement System | $12.0M | 1,556,841 | 0.01% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $11.1M | 1,443,573 | 0.00% | 22q | -5.9%-$690.5K |
| WESTERLY CAPITAL MANAGEMENT, LLC | $10.8M | 1,400,000 | 1.98% | 7q | -36.4%-$6.1M |
| Sequoia Financial Advisors, LLC | $10.2M | 1,327,331 | 0.05% | 8q | -0.9%-$94.3K |
| Russell Investments Group, Ltd. | $10.0M | 1,299,042 | 0.01% | 22q | +50.1%+$3.3M |
| MILLENNIUM MANAGEMENT LLC | $9.9M | 1,118,576 | 0.00% | 22q | -75.5%-$30.7M |
| LPL Financial LLC | $9.5M | 1,235,795 | 0.00% | 22q | -10.2%-$1.1M |
| Walleye Trading LLC | $9.5M | 111,076 | 0.01% | 22q | -41.9%-$6.8M |
| Jupiter Topco LLC | $9.4M | 1,225,077 | 0.00% | new | FIRST |
| ALGERT GLOBAL LLC | $9.1M | 1,179,678 | 0.11% | 9q | -19.5%-$2.2M |
| ALLIANCEBERNSTEIN L.P. | $8.7M | 1,249,076 | 0.00% | 22q | +4.9%+$407.7K |
| PRUDENTIAL FINANCIAL INC | $8.3M | 1,078,126 | 0.01% | 22q | -6.2%-$548.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $8.3M | 1,075,012 | 0.00% | 5q | -8.1%-$729.9K |
| Qube Research & Technologies Ltd | $7.8M | 1,010,864 | 0.01% | 2q | +137.7%+$4.5M |
| CONGRESS ASSET MANAGEMENT CO | $7.5M | 982,011 | 0.05% | 8q | +131.3%+$4.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $7.0M | 913,733 | 0.00% | 2q | +5.5%+$364.8K |
| INTECH INVESTMENT MANAGEMENT LLC | $6.9M | 894,122 | 0.06% | 9q | -21.0%-$1.8M |
| Point72 Asset Management, L.P. | $6.6M | options only | 0.01% | 3q | OPTIONS |
| Summit Financial, LLC | $6.6M | 856,105 | 0.07% | 4q | +0.7%+$46.5K |
| VOYA INVESTMENT MANAGEMENT LLC | $6.3M | 815,723 | 0.01% | 22q | -38.6%-$3.9M |
| Louisiana State Employees Retirement System | $6.1M | 833,900 | 0.05% | 22q | +99.3%+$3.0M |
| Man Group plc | $6.1M | 790,988 | 0.01% | 8q | +588.1%+$5.2M |
| FRANKLIN RESOURCES INC | $5.0M | 655,888 | 0.00% | 22q | -11.7%-$669.1K |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 646,838 | 0.00% | 7q | +4.8%+$227.0K |
| Edgestream Partners, L.P. | $4.8M | 624,213 | 0.14% | 2q | +64.9%+$1.9M |
| PEAK6 LLC | $4.6M | options only | 0.01% | new | OPTIONS |
| LEE DANNER & BASS INC | $4.6M | 601,690 | 0.27% | 22q | HELD |
| Miller Capital Partners, Inc. | $4.4M | 323,537 | 1.73% | 3q | +22.4%+$813.3K |
| BARCLAYS PLC | $4.4M | 321,656 | 0.00% | 18q | -97.2%-$154.8M |
| Arkadios Wealth Advisors | $4.4M | 570,390 | 0.07% | 12q | -7.9%-$374.6K |
| MetLife Investment Management, LLC | $4.3M | 565,467 | 0.02% | 21q | +9.8%+$386.5K |
| BRIGADE CAPITAL MANAGEMENT, LP | $4.2M | 550,000 | 0.79% | 5q | -70.3%-$10.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.0M | 518,237 | 0.00% | 22q | +10.8%+$389.2K |
| Creative Planning | $4.0M | 514,177 | 0.00% | 22q | +22.0%+$712.0K |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.9M | 506,715 | 0.01% | 22q | +17.0%+$566.5K |
| Hillsdale Investment Management Inc. | $3.9M | 505,900 | 0.09% | new | NEW |
| LONESTAR CAPITAL MANAGEMENT LLC | $3.8M | 500,000 | 1.11% | 4q | +17.6%+$576.0K |
| PLUSTICK MANAGEMENT LLC | $3.8M | 500,000 | 1.43% | 3q | +25.0%+$768.0K |
| WINTON GROUP Ltd | $3.7M | 484,380 | 0.12% | new | NEW |
| Soviero Asset Management, LP | $3.5M | 450,000 | 1.45% | 4q | -10.0%-$384.0K |
| Pathstone Holdings, LLC | $3.5M | 449,499 | 0.01% | 11q | -3.3%-$116.9K |
Showing the largest 100 of 631 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 604 | $5.9B | 738,469,176 | 81 | 184 | 164 | 4.1% |
| Q1 2026 | 572 | $5.1B | 706,459,963 | 76 | 174 | 148 | 3.7% |
| Q4 2025 | 566 | $5.8B | 708,153,706 | 83 | 181 | 128 | 4.7% |
| Q3 2025 | 525 | $4.3B | 666,743,584 | 75 | 130 | 142 | 5.1% |
| Q2 2025 | 524 | $3.2B | 706,023,339 | 65 | 136 | 145 | 4.5% |
| Q1 2025 | 509 | $2.9B | 703,441,626 | 62 | 133 | 161 | 5.0% |
| Q4 2024 | 531 | $4.0B | 691,231,008 | 81 | 138 | 137 | 7.4% |
| Q3 2024 | 471 | $5.1B | 649,679,839 | 110 | 120 | 104 | 8.7% |
| Q2 2024 | 427 | $745.3M | 641,054,613 | 45 | 97 | 122 | 5.6% |
| Q1 2024 | 447 | $1.2B | 689,777,739 | 58 | 98 | 128 | 6.9% |
| Q4 2023 | 451 | $1.4B | 673,443,451 | 50 | 90 | 162 | 9.0% |
| Q3 2023 | 460 | $1.0B | 651,308,187 | 38 | 105 | 173 | 7.5% |
| Q2 2023 | 504 | $1.6B | 662,646,743 | 49 | 124 | 196 | 4.8% |
| Q1 2023 | 551 | $1.8B | 648,514,042 | 84 | 157 | 189 | 4.0% |
| Q4 2022 | 601 | $3.7B | 683,576,114 | 95 | 168 | 208 | 4.8% |
| Q3 2022 | 748 | $6.4B | 823,421,057 | 71 | 326 | 199 | 5.7% |
| Q2 2022 | 780 | $9.4B | 817,294,547 | 93 | 300 | 220 | 4.8% |
| Q1 2022 | 748 | $9.5B | 803,277,203 | 86 | 281 | 223 | 4.6% |
| Q4 2021 | 763 | $10.6B | 814,431,645 | 92 | 248 | 227 | 3.9% |
| Q3 2021 | 687 | $10.5B | 816,503,401 | 73 | 236 | 226 | 3.3% |
| Q2 2021 | 692 | $11.8B | 837,790,802 | 98 | 241 | 196 | 3.2% |
| Q1 2021 | 668 | $11.2B | 818,338,030 | 612 | 22 | 17 | 2.8% |
| Q4 2020 | 67 | $266.6M | 27,330,781 | 56 | 2 | 2 | 0.0% |
| Q3 2020 | 5 | $786.7K | 76,569 | 1 | 2 | 1 | 0.0% |
| Q2 2020 | 4 | $373.0K | 35,735 | 0 | 2 | 1 | 0.0% |
| Q1 2020 | 5 | $206.3K | 20,030 | 1 | 2 | 1 | 0.0% |
| Q4 2019 | 5 | $72.3K | 5,338 | 1 | 2 | 0 | 0.0% |
| Q3 2019 | 4 | $57.5K | 4,230 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $56.0K | 4,113 | 1 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $58.3K | 4,306 | 1 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $311.8K | 20,582 | 0 | 0 | 1 | 0.0% |