Lumen TechnologiesLUMN

13F holders, Q1 2024 (March 31)
482holders
8famous investors
$1.56avg. 13F price*

At the end of Q1 2024, 482 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings. The largest holders were BlackRock Inc. ($231.7M), Vanguard Group Inc. ($187.7M) and State Street Corp. ($82.0M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Lumen Technologies Inc.
CUSIP
550241103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 482Q1 2024Q2 2024: 451Q2 2024Q3 2024: 504Q3 2024Q4 2024: 553Q4 2024Q1 2025: 535Q1 2025Q2 2025: 550Q2 2025Q3 2025: 543Q3 2025Q4 2025: 596Q4 2025Q1 2026: 598Q1 2026Q2 2026: 624Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions59$8.8M
Exits66$17.0M

Ownership 482 holders

BlackRock Inc. 0.01% Reduce -2.5% 148,535,747 $231.7M
Vanguard Group Inc. 0.00% Add +1.7% 120,303,220 $187.7M
State Street Corp. 0.00% Reduce -1.1% 52,572,111 $82.0M
Charles Schwab Investment Management Inc. 0.01% Add +17.1% 30,809,026 $48.1M
First Trust Advisors LP 0.04% Add +3.5% 27,822,394 $43.4M
Geode Capital Management, LLC 0.00% Add +2.9% 22,183,169 $34.6M
HSBC Holdings PLC 0.02% Add +4.6% 21,724,167 $33.9M
Morgan Stanley 0.00% Add +34.2% 18,050,388 $28.2M
Two Sigma Advisers, LP 0.06% Reduce -8.1% 17,429,814 $27.2M
Two Sigma Investments, LP 0.06% Reduce -3.9% 15,220,241 $23.7M
D. E. Shaw & Co. 0.03% Reduce -15.4% 13,599,204 $21.2M
Invesco Ltd. 0.00% Reduce -38.4% 12,442,016 $19.4M
Northern Trust Corp. 0.00% Add +2.9% 11,661,167 $18.2M
Palestra Capital Management LLC 0.67% No change 11,167,585 $17.4M
Bank of New York Mellon Corp 0.00% Reduce -4.9% 9,379,981 $14.6M
Renaissance Technologies 0.02% Add +104.4% 7,954,503 $12.4M
Goldman Sachs Group Inc. 0.00% Add +38.2% 7,734,399 $12.1M
Barclays PLC 0.00% Reduce -14.9% 5,959,233 $9.3M
Principal Financial Group Inc. 0.00% Reduce -0.4% 5,237,611 $8.2M
Allianz Asset Management GmbH 0.01% Add +24.2% 5,074,564 $7.9M
FMR LLC 0.00% Add +72.6% 4,109,279 $6.4M
Rhumbline Advisers 0.01% Add +2.3% 3,467,918 $5.4M
Legal & General Group Plc 0.00% Reduce -0.9% 3,422,068 $5.3M
Millennium Management 0.00% Reduce -5.8% 3,418,196 $5.3M
CapWealth Advisors, LLC 0.58% Add +11.2% 3,323,905 $5.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +0.3% 2,944,577 $4.6M
Ameriprise Financial Inc. 0.00% Reduce -3.8% 2,921,451 $4.6M
Foundation Resource Management Inc. 0.66% Reduce -2.3% 2,685,554 $4.2M
JPMorgan Chase & Co. 0.00% Reduce -38.1% 2,604,747 $4.1M
Bank of America Corp. 0.00% Add +14.7% 2,486,301 $3.9M
AQR Capital Management 0.01% Add +31.0% 2,375,585 $3.7M
Dimensional Fund Advisors LP 0.00% Reduce -0.1% 2,331,178 $3.6M
Public Sector Pension Investment Board 0.02% Reduce -1.2% 2,067,933 $3.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +22.4% 2,190,256 $3.2M
AustralianSuper Pty Ltd 0.02% No change 2,145,528 $3.1M
Brigade Capital Management, LP 3.48% New 2,000,000 $3.1M
Swiss National Bank 0.00% No change 1,986,500 $3.1M
State Board of Administration of Florida Retirement System 0.01% Add +247.6% 1,143,468 $3.0M
Van Den Berg Management I, Inc. 0.88% Add +78.3% 1,934,221 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.4% 1,866,930 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -14.3% 1,822,992 $2.8M
UBS Group AG 0.00% Add +96.3% 1,810,374 $2.8M
Lombard Odier Asset Management (USA) Corp 0.35% Add +254.1% 1,500,000 $2.3M
Federated Hermes, Inc. 0.01% Add +1.4% 1,458,752 $2.3M
Karpas Strategies, LLC 0.67% Reduce -0.0% 1,372,247 $2.1M
Credit Suisse AG/ 0.00% Reduce -8.6% 1,357,979 $2.1M
New York State Teachers Retirement System 0.00% No change 1,278,258 $2.0M
Jane Street Group, LLC 0.00% Reduce -23.1% 1,266,202 $2.0M
Alliancebernstein L.P. 0.00% Reduce -11.7% 1,228,848 $1.9M
Nuveen Asset Management, LLC 0.00% No change 1,220,138 $1.9M
California State Teachers Retirement System 0.00% Reduce -2.3% 1,178,000 $1.8M
Prudential Financial Inc. 0.00% Reduce -3.6% 1,155,186 $1.8M
Portland Investment Counsel Inc. 0.51% No change 14,000 $1.7M
Private Management Group Inc. 0.06% Reduce -0.2% 954,272 $1.5M
Texas Permanent School Fund Corp. 0.01% Add +1.5% 880,306 $1.4M
Assenagon Asset Management S.A. 0.00% No change 861,545 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +4.6% 827,518 $1.3M
Royal Bank of Canada 0.00% Reduce -25.6% 765,843 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -1.7% 762,552 $1.2M
Citadel Advisors 0.00% Add +3615.9% 744,416 $1.2M
Citigroup Inc. 0.00% Add +18.0% 725,145 $1.1M
Wells Fargo & Company 0.00% Add +2.7% 668,811 $1.0M
Balyasny Asset Management L.P. 0.00% Add +98.4% 654,907 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 614,605 $958K
Susquehanna International Group, LLP 0.00% Reduce -75.1% 580,597 $906K
American International Group, Inc. 0.00% Reduce -0.9% 543,790 $848K
Comerica Bank 0.00% Reduce -5.5% 537,197 $838K
Commonwealth Equity Services, LLC 0.00% Add +28.7% 531,792 $830K
ExodusPoint Capital Management, LP 0.01% New 519,127 $810K
MetLife Investment Management, LLC 0.01% Reduce -2.5% 517,777 $808K
Long Focus Capital Management, LLC 0.09% No change 500,000 $780K
Simplify Asset Management Inc. 0.07% New 500,000 $780K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 499,939 $780K
Louisiana State Employees Retirement System 0.02% Reduce -1.0% 499,700 $780K
Deutsche Bank AG 0.00% Reduce -81.3% 498,757 $778K
Janus Henderson Group PLC 0.00% Add +0.0% 457,598 $712K
Southeast Asset Advisors, LLC 0.08% Reduce -3.9% 446,547 $697K
State of Wisconsin Investment Board 0.00% Add +37.5% 433,514 $676K
Alaska Permanent Fund Corp 0.01% Reduce -60.0% 431,768 $674K
Caxton Associates LP 0.04% Add +17.2% 420,680 $656K
State of Tennessee, Department of Treasury 0.00% Reduce -22.3% 400,700 $625K
Dark Forest Capital Management LP 0.10% New 393,005 $613K
Canada Pension Plan Investment Board 0.00% No change 375,200 $585K
Creative Planning 0.00% Add +18.0% 368,331 $575K
New York State Common Retirement Fund 0.00% Reduce -0.0% 364,891 $569K
Franklin Resources Inc. 0.00% Add +79.8% 348,267 $543K
Schonfeld Strategic Advisors LLC 0.00% New 338,998 $529K
Voya Investment Management LLC 0.00% Reduce -17.3% 333,567 $520K
Mraz, Amerine & Associates, Inc. 0.10% Add +13.7% 325,979 $509K
Amalgamated Bank 0.00% Reduce -14.7% 316,446 $494K
Maryland State Retirement & Pension System 0.01% No change 366,676 $491K
Quadrature Capital Ltd 0.01% New 301,187 $468K
LPL Financial LLC 0.00% Reduce -3.4% 286,765 $447K
Simplex Trading, LLC 0.01% New 279,510 $436K
Arizona State Retirement System 0.00% Reduce -1.6% 277,269 $433K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.4% 270,200 $422K
HighTower Advisors, LLC 0.00% Reduce -16.5% 265,986 $409K
Verition Fund Management LLC 0.00% Add +341.7% 252,766 $394K
Gifford Fong Associates 0.11% No change 250,000 $390K
Versor Investments LP 0.08% Reduce -15.4% 246,220 $384K
Silver Rock Financial LP 3.58% No change 232,120 $362K
Raymond James & Associates 0.00% Reduce -8.1% 231,575 $361K
ProShare Advisors LLC 0.00% Add +8.3% 226,243 $353K
Teachers Retirement System of the State of Kentucky 0.00% No change 225,169 $352K
Handelsbanken Fonder AB 0.00% Add +58.9% 221,500 $346K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 217,876 $340K
Point72 Asset Management 0.00% New 217,200 $339K
Argent Trust Co 0.01% No change 211,176 $329K
Victory Capital Management Inc. 0.00% Reduce -1.4% 202,851 $316K
Storebrand Asset Management As 0.00% Reduce -43.8% 200,107 $312K
Cidel Asset Management Inc. 0.02% Add +19.1% 195,342 $305K
Stifel Financial Corp. 0.00% Add +46.1% 193,416 $302K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 188,638 $294K
Cubist Systematic Strategies, LLC 0.00% Add +83.1% 184,290 $287K
Osaic Holdings, Inc. 0.00% Add +0.2% 181,669 $283K
STRS Ohio 0.00% No change 179,900 $280K
BSW Wealth Partners 0.05% New 175,125 $273K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 173,806 $271K
Choreo, LLC 0.01% Add +73.6% 167,511 $261K
Praxis Investment Management Inc. 0.02% No change 162,730 $254K
Bank of Montreal 0.00% Add +20.6% 160,920 $251K
Headlands Technologies LLC 0.06% New 153,336 $239K
Cerity Partners LLC 0.00% Add +342.8% 150,312 $235K
Amundi 0.00% Add +37.6% 176,887 $233K
Cetera Investment Advisers 0.00% Add +763.1% 145,236 $227K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -2.8% 128,604 $201K
SOL Capital Management CO 0.02% Reduce -10.3% 126,935 $198K
Madison Asset Management, LLC 0.00% No change 124,000 $193K
PNC Financial Services Group, Inc. 0.00% Add +11.1% 118,025 $184K
Public Employees Retirement Association of Colorado 0.00% No change 116,108 $181K
Diversified Trust Co. 0.01% Add +1.0% 112,473 $175K
Pictet Asset Management Holding SA 0.00% No change 111,238 $174K
Range Financial Group LLC 0.09% Add +129.6% 109,181 $170K
CIBC Asset Management Inc 0.00% Reduce -1.1% 104,223 $163K
Squarepoint Ops LLC 0.00% Add +123.4% 104,130 $162K
NewEdge Advisors, LLC 0.00% Add +2620.9% 102,279 $160K
Ameritas Investment Partners, Inc. 0.01% No change 100,196 $156K
Capstone Financial Advisors, Inc. 0.01% No change 95,046 $148K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.5% 90,543 $141K
Private Advisor Group, LLC 0.00% Reduce -7.3% 83,976 $130K
Argent Advisors, Inc. 0.05% Add +98.7% 83,537 $130K
Mariner, LLC 0.00% Reduce -17.6% 81,779 $128K
Steel Grove Capital Advisors, LLC 0.02% Reduce -5.2% 79,490 $124K
Evergreen Capital Management LLC 0.00% Add +68.6% 78,330 $122K
International Assets Investment Management, LLC 0.01% Reduce -1.3% 79,297 $116K
Jupiter Asset Management Ltd. 0.00% No change 73,845 $115K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -2.3% 73,459 $115K
Advisors Asset Management, Inc. 0.00% Reduce -22.4% 69,458 $108K
Wealth Enhancement Advisory Services, LLC 0.00% Add +22.6% 67,952 $106K
Man Group plc 0.00% Add +48.6% 67,248 $105K
Savant Capital, LLC 0.00% New 66,375 $104K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -7.9% 64,624 $101K
Mackenzie Financial Corp. 0.00% Reduce -84.3% 64,350 $100K
SG Americas Securities, LLC 0.00% Add +11.4% 63,685 $99K
MML Investors Services, LLC 0.00% Add +11.5% 62,223 $97K
Xponance LLC 0.00% Reduce -2.0% 61,957 $97K
Arcataur Capital Management LLC 0.03% No change 59,303 $93K
Russell Investments Group, Ltd. 0.00% Reduce -33.8% 58,876 $92K
Journey Strategic Wealth LLC 0.00% Add +66.0% 57,310 $89K
Mercer Global Advisors Inc. 0.00% Add +6.8% 56,700 $88K
Profund Advisors LLC 0.00% Reduce -21.2% 54,444 $85K
Independent Financial Group, LLC 0.00% Add +296.4% 53,863 $84K
Banque Cantonale Vaudoise 0.00% No change 54,000 $84K
Blair William & Co. 0.00% New 53,692 $84K
Carolina Wealth Advisors, LLC 0.05% Add +158.8% 53,518 $83K
Truist Financial Corp. 0.00% Add +105.2% 53,085 $83K
Investors Asset Management of Georgia Inc. /Ga/ 0.04% Add +0.5% 52,375 $82K
First Financial Bankshares Inc 0.00% No change 51,501 $80K
Metropolitan Life Insurance Co 0.00% Reduce -5.9% 50,811 $79K
Guggenheim Capital LLC 0.00% Reduce -45.9% 50,659 $79K
Performa Ltd (US), LLC 0.03% Add +25.0% 50,000 $78K
Gabelli Funds LLC 0.00% Reduce -44.4% 50,000 $78K
Nisa Investment Advisors, LLC 0.00% Add +36.0% 49,999 $78K
Envestnet Asset Management Inc. 0.00% Add +4.6% 49,557 $77K
Prime Capital Investment Advisors, LLC 0.00% Add +7.9% 48,913 $76K
Belvedere Trading LLC 0.01% Add +29.8% 48,090 $75K
Sage Rhino Capital LLC 0.02% Add +79.8% 47,700 $74K
Corient Private Wealth LP 0.00% Reduce -49.1% 46,205 $72K
Shelton Capital Management 0.00% Reduce -13.4% 45,455 $71K
Norges Bank 0.00% No change 45,161 $70K
Gotham Asset Management 0.00% New 44,343 $69K
Atlas Brown,Inc. 0.02% No change 43,131 $67K
Baird Financial Group, Inc. 0.00% New 40,912 $64K
Advisory Services Network, LLC 0.00% Reduce -29.9% 40,414 $63K
Straight Path Wealth Management 0.04% No change 40,000 $62K
First Citizens Bank & Trust Co. 0.00% New 39,357 $61K
First Trust Direct Indexing L.P. 0.00% Add +11.2% 38,877 $61K
Compound Planning, Inc. 0.01% Reduce -35.8% 38,420 $60K
Captrust Financial Advisors 0.00% Reduce -61.6% 37,593 $59K
Vinva Investment Management Ltd 0.00% New 24,511 $59K
Pathstone Holdings, LLC 0.00% Add +5.2% 37,534 $59K
Naples Money Management LLC 0.06% Reduce -33.8% 37,200 $58K
Gallagher Fiduciary Advisors, LLC 0.00% New 36,251 $57K
Chicago Partners Investment Group LLC 0.00% Add +153.6% 41,080 $56K
Laird Norton Wetherby Wealth Management, LLC 0.00% Add +114.9% 35,485 $55K
Avior Wealth Management, LLC 0.00% Reduce -12.0% 35,136 $55K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.7% 34,460 $54K
Quadrant Capital Group LLC 0.00% Add +53.0% 34,179 $53K
Mutual Advisors, LLC 0.00% Add +32.1% 33,692 $53K
Pacific Sage Partners, LLC 0.01% No change 32,379 $51K
Nomura Asset Management Co. Ltd. 0.00% Reduce -60.5% 32,000 $50K
IHT Wealth Management, LLC 0.00% Add +28.0% 31,316 $49K
Fulton Bank, N.A. 0.00% New 30,803 $48K
Covestor Ltd 0.03% Add +9.2% 30,425 $47K
Compagnie Lombard Odier SCmA 0.00% No change 30,000 $47K
Leonteq Securities AG 0.01% Reduce -17.4% 29,591 $46K
Envestnet Portfolio Solutions, Inc. 0.00% New 29,102 $45K
Vantage Consulting Group Inc 0.03% Reduce -12.3% 28,978 $45K
LMG Wealth Partners, LLC 0.01% No change 28,454 $44K
Y-Intercept (Hong Kong) Ltd 0.00% New 28,213 $44K
Coldstream Capital Management Inc. 0.00% Add +3.4% 28,125 $44K
Ieq Capital, LLC 0.00% New 27,710 $43K
PFG Investments, LLC 0.00% New 27,637 $43K
Ballentine Partners, LLC 0.00% Reduce -6.2% 27,444 $43K
M&T Bank Corp 0.00% Add +21.4% 27,196 $43K
Brookstone Capital Management 0.00% Reduce -12.4% 26,089 $41K
US Bancorp \de 0.00% Reduce -5.7% 25,792 $40K
Kestra Advisory Services, LLC 0.00% Add +1.8% 25,717 $40K
Glenmede Trust Co. NA 0.00% Add +34.3% 25,712 $40K
Teacher Retirement System of Texas 0.00% Reduce -44.2% 25,637 $40K
State of Wyoming 0.01% Reduce -49.9% 25,531 $40K
Stephens Inc. 0.00% Reduce -26.4% 25,135 $39K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.6% 24,737 $39K
GeoWealth Management, LLC 0.00% New 24,704 $39K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -30.7% 23,867 $37K
United Capital Financial Advisors, LLC 0.00% Add +40.3% 23,584 $37K
NFSG Corp 0.02% Reduce -5.6% 23,445 $37K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.3% 23,265 $36K
KBC Group NV 0.00% No change 22,791 $36K
Beck Mack & Oliver LLC 0.00% Reduce -89.2% 22,923 $36K
Gratus Capital, LLC 0.00% No change 22,792 $36K
Fidelis Capital Partners, LLC 0.01% Add +94.6% 22,142 $35K
Neuberger Berman Group LLC 0.00% Reduce -52.8% 21,598 $34K
Marathon Trading Investment Management LLC 0.01% No change 20,000 $31K
Quantum Private Wealth, LLC 0.01% No change 20,000 $31K
Kestra Private Wealth Services, LLC 0.00% Add +6.7% 19,639 $31K
CoreCap Advisors, LLC 0.00% New 19,464 $30K
Oppenheimer & Co. Inc. 0.00% No change 19,396 $30K
Empirical Finance, LLC 0.00% Reduce -0.9% 19,106 $30K
Cornerstone Wealth Management, LLC 0.00% Reduce -2.8% 18,542 $29K
Cresset Asset Management, LLC 0.00% New 18,235 $28K
B. Riley Wealth Advisors, Inc. 0.00% Add +55.6% 19,849 $28K
DoubleLine ETF Adviser LP 0.01% New 17,991 $28K
FAS Wealth Partners, Inc. 0.00% Reduce -34.6% 17,962 $28K
Wedbush Securities Inc. 0.00% Reduce -1.5% 17,215 $27K
Exencial Wealth Advisors, LLC 0.00% New 17,180 $27K
Two Sigma Securities, LLC 0.00% Reduce -92.2% 17,004 $27K
NorthRock Partners, LLC 0.00% Reduce -0.3% 16,014 $25K
360 Financial, Inc. 0.01% Add +60.0% 16,000 $25K
Qube Research & Technologies Ltd 0.00% No change 15,935 $25K
Wellington Shields & Co., LLC 0.01% No change 15,816 $25K
Moors & Cabot, Inc. 0.00% New 15,670 $24K
Meeder Advisory Services, Inc. 0.00% Reduce -29.5% 15,157 $24K
Florida Trust Wealth Management Co 0.00% No change 15,000 $23K
GAMCO Investors 0.00% Reduce -6.3% 15,000 $23K
Buckingham Strategic Wealth, LLC 0.00% New 14,936 $23K
Townsquare Capital LLC 0.00% Reduce -1.8% 13,811 $22K
HBK Sorce Advisory LLC 0.00% Add +23.8% 13,725 $21K
Abel Hall, LLC 0.02% Add +16.4% 13,695 $21K
Sawgrass Asset Management LLC 0.00% Add +25.8% 13,523 $21K
Vident Advisory, LLC 0.00% New 13,436 $21K
GTS Securities LLC 0.00% Reduce -35.6% 13,394 $21K
Tradition Wealth Management, LLC 0.00% No change 13,348 $21K
Triumph Capital Management 0.01% Reduce -93.6% 14,137 $21K
Guardian Capital LP 0.00% Reduce -40.7% 13,129 $20K
Future Financial Wealth Managment LLC 0.02% Reduce -13.3% 13,000 $20K
Humankind Investments LLC 0.01% Reduce -7.0% 12,955 $20K
Institutional & Family Asset Management, LLC 0.00% No change 12,778 $20K
Modera Wealth Management, LLC 0.00% Add +0.0% 12,628 $20K
Harvest Management LLC 0.02% No change 12,540 $20K
Inceptionr LLC 0.01% New 12,535 $20K
O'shaughnessy Asset Management, LLC 0.00% New 12,374 $19K
First Manhattan Co. Llc. 0.00% Reduce -30.0% 12,349 $19K
Wolverine Trading, LLC 0.00% New 12,338 $19K
Deseret Mutual Benefit Administrators 0.01% No change 12,316 $19K
Mather Group, Llc. 0.00% Reduce -12.5% 10,184 $19K
Arkadios Wealth Advisors 0.00% Add +1.5% 11,793 $18K
Avidian Wealth Enterprises, LLC 0.00% Add +4.4% 11,755 $18K
Invst, LLC 0.00% Add +0.2% 12,351 $18K
Benedetti & Gucer, Inc. 0.01% Reduce -60.2% 11,364 $18K
HighPoint Advisor Group LLC 0.00% Reduce -4.3% 14,087 $18K
Lincoln National Corp. 0.00% Add +0.1% 11,522 $18K
Duncan Williams Asset Management, LLC 0.02% — 11,500 $18K
Perigon Wealth Management, LLC 0.00% New 11,269 $18K
Signaturefd, LLC 0.00% Add +30.6% 11,268 $18K
Sigma Planning Corp 0.00% New 11,007 $17K
MAI Capital Management 0.00% Reduce -13.8% 10,932 $17K
Cigna Investments Inc. 0.00% No change 10,936 $17K
Valtinson Bruner Financial Planning LLC 0.01% New 10,877 $17K
Atria Wealth Solutions, Inc. 0.00% Reduce -3.2% 10,745 $17K
Slocum, Gordon & Co LLP 0.01% Reduce -0.9% 10,727 $17K
Stratos Wealth Partners, LTD. 0.00% Add +5.4% 10,708 $17K
Sequoia Financial Advisors, LLC 0.00% New 10,698 $17K
Keystone Financial Group 0.00% Reduce -0.8% 10,668 $17K
CW Advisors, LLC 0.00% Reduce -1.1% 10,617 $17K
Cantor Fitzgerald, L. P. 0.00% No change 10,573 $16K
Cadence Bank 0.00% New 10,464 $16K
Arbor Wealth Advisors LLC 0.02% New 10,459 $16K
Everhart Financial Group, Inc. 0.00% New 10,336 $16K
Avantax Advisory Services, Inc. 0.00% Reduce -21.7% 10,122 $16K
Great Diamond Partners, LLC 0.00% New 10,100 $16K
King Luther Capital Management Corp. 0.00% No change 10,000 $16K
CI Investments Inc. 0.00% Reduce -5.0% 9,799 $15K
AdvisorNet Financial, Inc 0.00% Reduce -3.5% 8,504 $13K
Cwm, LLC 0.00% Reduce -21.6% 8,034 $13K
Allworth Financial LP 0.00% Reduce -48.0% 8,274 $13K
Towne Trust Company, N.A 0.00% Reduce -3.2% 8,014 $13K
Ancora Advisors LLC 0.00% No change 7,060 $11K
Parallel Advisors, LLC 0.00% Reduce -9.1% 6,649 $10K
Impact Partnership Wealth, LLC 0.00% No change 6,509 $10K
Global Retirement Partners, LLC 0.00% Reduce -2.5% 6,025 $9K
AlphaMark Advisors, LLC 0.00% Reduce -14.6% 5,850 $9K
Spire Wealth Management 0.00% No change 5,402 $8K
Fifth Third Bancorp 0.00% Add +69.4% 5,180 $8K
Bfsg, LLC 0.00% No change 5,143 $8K
GHP Investment Advisors, Inc. 0.00% No change 5,085 $8K
Brown Brothers Harriman & Co. 0.00% New 4,123 $6K
Concord Wealth Partners 0.00% Add +99.2% 4,016 $6K
Versant Capital Management, Inc 0.00% Add +38.9% 3,829 $6K
Harbour Investments, Inc. 0.00% Reduce -8.8% 3,626 $6K
ICA Group Wealth Management, LLC 0.00% No change 3,515 $5K
Spotlight Asset Group, Inc. 0.00% No change 3,330 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 3,174 $5K
Tradewinds Capital Management, LLC 0.00% Add +16666.7% 3,018 $5K
Norwood Financial Corp 0.01% No change 3,000 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 2,976 $5K
Highlander Capital Management, LLC 0.00% No change 2,900 $5K
Smartleaf Asset Management LLC 0.00% Add +280.0% 2,850 $5K
Rakuten Securities, Inc. 0.00% Reduce -10.0% 2,876 $4K
Cypress Capital Management LLC (WY) 0.00% No change 2,814 $4K
Benjamin F. Edwards & Company, Inc. 0.00% No change 2,626 $4K
Financial Perspectives, Inc 0.00% No change 2,543 $4K
First Horizon Advisors, Inc. 0.00% New 2,500 $4K
Lindbrook Capital, LLC 0.00% Reduce -55.2% 2,481 $4K
Main Street Group, LTD 0.00% Add +17.9% 2,557 $4K
Hexagon Capital Partners LLC 0.00% Reduce -1.7% 2,398 $4K
Private Trust Co. NA 0.00% Add +135.1% 2,351 $4K
Sachetta, LLC 0.00% No change 2,000 $4K
Venturi Wealth Management, LLC 0.00% No change 2,245 $4K
Bokf, NA 0.00% Reduce -2.5% 2,204 $3K
CIBC Private Wealth Group LLC 0.00% New 2,067 $3K
Bessemer Group Inc. 0.00% New 1,809 $3K
SRH Advisors, LLC 0.00% No change 1,910 $3K
Federation des caisses Desjardins du Quebec 0.00% Reduce -44.7% 1,802 $3K
TD Waterhouse Canada Inc. 0.00% Add +60.2% 1,934 $3K
Harbor Investment Advisory, LLC 0.00% No change 1,750 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 1,651 $3K
Founders Capital Management 0.00% No change 1,600 $2K
Sunbelt Securities, Inc. 0.00% No change 1,528 $2K
PFS Partners, LLC 0.00% Reduce -0.3% 1,521 $2K
Front Row Advisors LLC 0.00% Reduce -33.2% 1,507 $2K
Farther Finance Advisors, LLC 0.00% Add +28.0% 1,571 $2K
Crewe Advisors LLC 0.00% No change 1,412 $2K
POM Investment Strategies, LLC 0.00% No change 1,292 $2K
Tsfg, LLC 0.00% Reduce -0.3% 1,383 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -29.0% 1,023 $2K
National Bank of Canada 0.00% No change 1,512 $2K
Signature Resources Capital Management, LLC 0.00% No change 1,051 $2K
Concourse Financial Group Securities, Inc. 0.00% Add +1.8% 1,136 $2K
Salem Investment Counselors Inc. 0.00% No change 1,101 $2K
North Star Investment Management Corp. 0.00% No change 1,066 $2K
Key Financial Inc 0.00% No change 1,016 $2K
Sugarloaf Wealth Management, LLC 0.00% Reduce -37.8% 1,000 $2K
Jones Financial Companies LLLP 0.00% New 1,000 $2K
First Pacific Financial 0.00% No change 978 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -55.6% 1,205 $1K
Kelly Financial Services LLC 0.00% No change 883 $1K
Sound Income Strategies, LLC 0.00% Add +129.7% 852 $1K
Quent Capital, LLC 0.00% Reduce -0.1% 824 $1K
Gilliland Jeter Wealth Management LLC 0.00% New 795 $1K
Quarry LP 0.00% New 767 $1K
Gradient Investments LLC 0.00% Reduce -54.2% 754 $1K
Principal Securities, Inc. 0.00% No change 688 $1K
Financial Avengers, Inc. 0.00% No change 717 $1K
Macroview Investment Management LLC 0.00% No change 648 $1K
Avion Wealth 0.00% No change 417 $1K
Lanark Financial, Inc. 0.00% Reduce -16.7% 1,045 $1K
Financial Management Professionals, Inc. 0.00% No change 480 $1K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 600 $936
City Holding Co. 0.00% No change 600 $930
SOA Wealth Advisors, LLC. 0.00% No change 533 $832
Aspire Private Capital, LLC 0.00% No change 523 $816
LRI Investments, LLC 0.00% — 522 $814
Tortoise Investment Management, LLC 0.00% No change 520 $811
St Germain D J Co. Inc. 0.00% No change 516 $805
UMB Bank, n.a. 0.00% Add +120.6% 481 $750
Arlington Trust Co LLC 0.00% No change 474 $739
McIlrath & Eck, LLC 0.00% No change 429 $669
Geneos Wealth Management Inc. 0.00% Add +25.1% 429 $669
Blue Trust, Inc. 0.00% Reduce -98.8% 419 $653
CoreFirst Bank & Trust 0.00% No change 330 $515
Manchester Capital Management LLC 0.00% New 310 $484
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 307 $479
Iron Horse Wealth Management, LLC 0.00% No change 300 $468
Prestige Wealth Management Group LLC 0.00% No change 288 $449
Beaird Harris Wealth Management, LLC 0.00% No change 257 $401
Rothschild Investment LLC 0.00% Add +44.4% 244 $381
Cape Investment Advisory, Inc. 0.00% No change 233 $363
Armstrong Advisory Group, Inc. 0.00% No change 198 $363
Tyler-Stone Wealth Management 0.00% No change 214 $334
Voisard Asset Management Group, Inc. 0.00% No change 212 $331
Bruce G. Allen Investments, LLC 0.00% New 203 $317
Pacific Center for Financial Services 0.00% No change 201 $314
Bell Investment Advisors, Inc 0.00% No change 201 $314
PSI Advisors, LLC 0.00% No change 197 $308
Caldwell Sutter Capital, Inc. 0.00% No change 192 $300
TD Capital Management LLC 0.00% No change 192 $300
Huntington National Bank 0.00% Reduce -98.7% 192 $299
Bogart Wealth, LLC 0.00% No change 190 $296
Hilltop National Bank 0.00% — 170 $265
Investors Research Corp 0.00% No change 166 $259
Parkside Financial Bank & Trust 0.00% Reduce -9.7% 158 $247
Caitlin John, LLC 0.00% Add +108.5% 148 $231
Clear Point Advisors Inc. 0.00% No change 146 $227
Baldwin Wealth Partners LLC 0.00% No change 142 $222
Arax Advisory Partners 0.00% Reduce -81.4% 139 $217
Creative Financial Designs Inc. 0.00% Reduce -22.9% 135 $211
United Community Bank 0.00% No change 126 $197
Truvestments Capital LLC 0.00% Reduce -94.2% 124 $194
Kozak & Associates, Inc. 0.00% No change 142 $186
Winch Advisory Services, LLC 0.00% No change 117 $183
Farmers & Merchants Investments Inc. 0.00% No change 116 $181
Global Trust Asset Management, LLC 0.00% No change 113 $176
New England Capital Financial Advisors LLC 0.00% No change 100 $156
Glen Eagle Advisors, LLC 0.00% No change 100 $156
IFP Advisors, Inc 0.00% Reduce -91.0% 98 $152
Assetmark, Inc. 0.00% Reduce -31.0% 89 $139
JNBA Financial Advisors 0.00% No change 87 $136
EnRich Financial Partners LLC 0.00% New 78 $122
Pflug Koory, LLC 0.00% No change 74 $115
Central Pacific Bank - Trust Division 0.00% — 70 $102
Larson Financial Group LLC 0.00% No change 62 $97
First Community Trust NA 0.00% No change 56 $87
Whittier Trust Co. of Nevada Inc. 0.00% Add +64.7% 56 $86
CVA Family Office, LLC 0.00% New 55 $86
Raffa Wealth Management, LLC 0.00% No change 47 $73
Twin Lakes Capital Management, LLC 0.00% No change 43 $67
Westside Investment Management, Inc. 0.00% No change 42 $66
NBT Bank, N.A. 0.00% No change 39 $61
Mark Sheptoff Financial Planning, LLC 0.00% No change 39 $61
Salomon & Ludwin, LLC 0.00% No change 38 $59
Cherry Tree Wealth Management, LLC 0.00% No change 34 $54
American National Bank & Trust 0.00% New 34 $53
Continuum Advisory, LLC 0.00% New 36 $48
GAMMA Investing LLC 0.00% Reduce -93.1% 31 $48
FinTrust Capital Advisors, LLC 0.00% No change 27 $43
Wetzel Investment Advisors, Inc. 0.00% Reduce -98.8% 31 $41
IFS Advisors, LLC 0.00% No change 26 $40
Sandy Spring Bank 0.00% New 21 $33
Princeton Global Asset Management LLC 0.00% No change 21 $33
Whittier Trust Co. 0.00% Reduce -51.2% 21 $32
Valley Wealth Managers, Inc. 0.00% No change 19 $30
Carolinas Wealth Consulting LLC 0.00% No change 18 $28
TCTC Holdings, LLC 0.00% No change 17 $27
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 16 $25
Frazier Financial Advisors, LLC 0.00% No change 16 $25
Archer Investment Corp 0.00% No change 13 $20
Moisand Fitzgerald Tamayo, LLC 0.00% No change 12 $19
MV Capital Management, Inc. 0.00% New 10 $16
Hoey Investments, Inc. 0.00% No change 9 $15
Cornerstone Planning Group LLC 0.00% No change 10 $14
Register Financial Advisors LLC 0.00% New 9 $14
Tucker Asset Management LLC 0.00% No change 8 $12
Credit Agricole S A 0.00% No change 6 $8
Nvwm, LLC 0.00% No change 5 $8
Hollencrest Capital Management 0.00% No change 4 $6
Retirement Group, LLC 0.00% Reduce -89.3% 3 $5
Breakwater Investment Management 0.00% — 3 $5
IAG Wealth Partners, LLC 0.00% No change 2 $3
Colonial Trust Advisors 0.00% No change 1 $2
AllSquare Wealth Management LLC 0.00% No change 1 $2
Clear Street LLC 0.00% No change 1 $2
Transamerica Financial Advisors, LLC 0.00% No change 1 $1
Horizon Bancorp Inc. 0.00% No change 253 $0
Smithfield Trust Co 0.00% No change 104 $0
Lazard Asset Management LLC 0.00% No change 191 $0
Cutler Group LLC / CA 0.00% New 73 $0
Vestcor Inc 0.00% Reduce -20.0% 72 $0
First PREMIER Bank 0.00% No change 105 $0
Centerpoint Advisors, LLC 0.00% No change 125 $0
RE Dickinson Investment Advisors, LLC 0.00% No change 369 $0
Coston, McIsaac & Partners 0.00% No change 25 $0

"% of holder's portfolio" is LUMN's weight in each manager's 13F, not the share of Lumen Technologies Inc. the manager owns.