Lumen TechnologiesLUMN
13F holders, Q2 2024 (June 30)451holders −31
44new positions
75sold out
6famous investors
$1.10avg. 13F price*
At the end of Q2 2024, 451 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, down 31 from Q1 2024. 44 opened new positions and 75 sold out. The largest holders were BlackRock Inc. ($163.7M), Vanguard Group Inc. ($129.9M) and State Street Corp. ($55.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $4.3M |
| Exits | 75 | $13.7M |
All 13F filers, Q1 2024 → Q2 2024: 25,976,238 shares bought and 48,017,045 shares sold, net −22,040,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| BlackRock Inc. | 0.00% | Add +0.2% | 148,833,423 | $163.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 118,116,257 | $129.9M |
| State Street Corp. | 0.00% | Reduce -3.8% | 50,582,682 | $55.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.0% | 32,057,778 | $35.3M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 22,960,620 | $25.3M |
| First Trust Advisors LP | 0.02% | Reduce -29.5% | 19,613,064 | $21.6M |
| HSBC Holdings PLC | 0.01% | Reduce -10.3% | 19,480,081 | $20.2M |
| Invesco Ltd. | 0.00% | Add +36.2% | 16,950,517 | $18.6M |
| Two Sigma Advisers, LP | 0.04% | Reduce -13.8% | 15,031,814 | $16.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -13.4% | 13,187,496 | $14.5M |
| Morgan Stanley | 0.00% | Reduce -32.2% | 12,237,855 | $13.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 11,352,362 | $12.5M |
| Palestra Capital Management LLC | 0.48% | No change | 11,167,585 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.3% | 9,539,497 | $10.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 9,385,656 | $10.3M |
| Renaissance Technologies | 0.02% | Add +11.6% | 8,873,803 | $9.8M |
| Millennium Management | 0.01% | Add +129.8% | 7,854,906 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -43.5% | 7,677,554 | $8.4M |
| Barclays PLC | 0.00% | Reduce -4.1% | 5,713,997 | $6.3M |
| Allianz Asset Management GmbH | 0.01% | Add +2.5% | 5,201,669 | $5.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.4% | 5,006,667 | $5.5M |
| FMR LLC | 0.00% | Add +9.5% | 4,499,789 | $4.9M |
| CapWealth Advisors, LLC | 0.52% | Add +11.9% | 3,719,155 | $4.1M |
| Rhumbline Advisers | 0.00% | Reduce -0.0% | 3,467,722 | $3.8M |
| AQR Capital Management | 0.01% | Add +52.5% | 3,621,874 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 3,321,776 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +0.9% | 2,970,736 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 2,737,384 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +45.5% | 2,716,635 | $3.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +23.5% | 2,705,365 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 2,590,280 | $2.8M |
| Van Den Berg Management I, Inc. | 0.82% | Add +30.3% | 2,520,813 | $2.8M |
| Pale Fire Capital SE | 0.29% | New | 2,326,925 | $2.6M |
| Public Sector Pension Investment Board | 0.02% | Add +8.0% | 2,233,259 | $2.5M |
| AustralianSuper Pty Ltd | 0.01% | No change | 2,145,528 | $2.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -11.5% | 2,063,057 | $2.3M |
| Brigade Capital Management, LP | 2.94% | No change | 2,000,000 | $2.2M |
| Swiss National Bank | 0.00% | No change | 1,986,500 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -28.3% | 1,783,589 | $2.0M |
| Nuveen Asset Management, LLC | 0.00% | Add +37.6% | 1,678,861 | $1.8M |
| Lombard Odier Asset Management (USA) Corp | 0.73% | No change | 1,500,000 | $1.6M |
| Karpas Strategies, LLC | 0.47% | Reduce -0.3% | 1,368,478 | $1.5M |
| New York State Teachers Retirement System | 0.00% | No change | 1,278,258 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 1,191,478 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 1,180,696 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Reduce -20.8% | 1,155,375 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -5.4% | 1,093,190 | $1.2M |
| UBS Group AG | 0.00% | Reduce -42.7% | 1,038,095 | $1.1M |
| Private Management Group Inc. | 0.04% | Reduce -0.6% | 948,397 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -27.7% | 915,109 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.1% | 861,614 | $948K |
| Assenagon Asset Management S.A. | 0.00% | No change | 861,545 | $948K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -53.7% | 844,328 | $929K |
| Squarepoint Ops LLC | 0.00% | Add +635.9% | 766,281 | $843K |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 742,009 | $817K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.1% | 738,970 | $813K |
| Wells Fargo & Company | 0.00% | Add +10.5% | 738,833 | $813K |
| Citigroup Inc. | 0.00% | Reduce -2.1% | 709,800 | $781K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.0% | 595,945 | $655K |
| Corebridge Financial, Inc. | 0.00% | — | 587,263 | $646K |
| MetLife Investment Management, LLC | 0.00% | Add +10.7% | 573,206 | $631K |
| Graham Capital Management, L.P. | 0.04% | New | 565,975 | $623K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 523,773 | $576K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 510,878 | $562K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.2% | 510,700 | $562K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.0% | 509,861 | $561K |
| Long Focus Capital Management, LLC | 0.06% | No change | 500,000 | $550K |
| Simplify Asset Management Inc. | 0.05% | No change | 500,000 | $550K |
| Comerica Bank | 0.00% | Reduce -7.4% | 497,407 | $547K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 452,400 | $495K |
| State of Wisconsin Investment Board | 0.00% | Add +1.5% | 439,971 | $484K |
| Deutsche Bank AG | 0.00% | Reduce -14.7% | 425,217 | $468K |
| Pathstone Holdings, LLC | 0.00% | Add +1001.3% | 413,350 | $455K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 400,700 | $441K |
| SG Americas Securities, LLC | 0.00% | Add +527.5% | 399,656 | $440K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.9% | 389,853 | $429K |
| Canada Pension Plan Investment Board | 0.00% | No change | 375,200 | $413K |
| Mraz, Amerine & Associates, Inc. | 0.08% | Add +12.7% | 367,499 | $404K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 364,703 | $401K |
| Southeast Asset Advisors, LLC | 0.05% | Reduce -19.4% | 360,113 | $396K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.5% | 353,902 | $389K |
| Voya Investment Management LLC | 0.00% | Add +1.4% | 338,318 | $372K |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 336,287 | $370K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -71.2% | 328,994 | $362K |
| Amalgamated Bank | 0.00% | Reduce -2.8% | 307,677 | $338K |
| Creative Planning | 0.00% | Reduce -18.8% | 299,063 | $329K |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 285,815 | $314K |
| Choreo, LLC | 0.01% | Add +68.3% | 281,902 | $313K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 282,687 | $311K |
| Gotham Asset Management | 0.00% | Add +510.1% | 270,521 | $298K |
| Gifford Fong Associates | 0.07% | No change | 250,000 | $275K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.8% | 246,400 | $271K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 256,561 | $270K |
| Mackenzie Financial Corp. | 0.00% | Add +267.4% | 236,390 | $260K |
| Raymond James & Associates | 0.00% | Add +1.0% | 233,914 | $257K |
| Silver Rock Financial LP | 1.70% | No change | 232,120 | $255K |
| BSW Wealth Partners | 0.04% | Add +29.1% | 226,064 | $249K |
| Cidel Asset Management Inc. | 0.02% | Add +15.4% | 225,466 | $248K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 225,169 | $247K |
| Handelsbanken Fonder AB | 0.00% | No change | 221,500 | $244K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.4% | 218,722 | $241K |
| Bank of Montreal | 0.00% | Add +35.1% | 217,384 | $239K |
| Argent Trust Co | 0.01% | Reduce -0.1% | 210,917 | $232K |
| Simplex Trading, LLC | 0.01% | Reduce -25.9% | 207,166 | $227K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.1% | 200,586 | $221K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 188,638 | $208K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +90.1% | 180,686 | $199K |
| STRS Ohio | 0.00% | No change | 179,900 | $198K |
| Cetera Investment Advisers | 0.00% | Add +23.5% | 179,374 | $197K |
| Praxis Investment Management Inc. | 0.01% | No change | 162,730 | $194K |
| ProShare Advisors LLC | 0.00% | Reduce -25.1% | 169,440 | $186K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +580.2% | 168,261 | $185K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.0% | 166,836 | $184K |
| Amundi | 0.00% | Reduce -12.1% | 155,426 | $162K |
| Quadrature Capital Ltd | 0.00% | Reduce -51.3% | 146,787 | $161K |
| Stifel Financial Corp. | 0.00% | Reduce -29.7% | 135,906 | $149K |
| Intech Investment Management LLC | 0.00% | New | 133,089 | $146K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -0.1% | 128,467 | $141K |
| Madison Asset Management, LLC | 0.00% | No change | 124,000 | $136K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 116,108 | $128K |
| SOL Capital Management CO | 0.01% | Reduce -11.1% | 112,805 | $124K |
| Pictet Asset Management Holding SA | 0.00% | No change | 111,238 | $122K |
| Humankind Investments LLC | 0.03% | Add +732.2% | 107,812 | $119K |
| Mercer Global Advisors Inc. | 0.00% | Add +88.9% | 107,081 | $118K |
| Leonteq Securities AG | 0.02% | Add +258.1% | 105,955 | $117K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.4% | 102,826 | $113K |
| McAdam, LLC | 0.01% | New | 102,539 | $113K |
| Algert Global LLC | 0.00% | New | 101,700 | $112K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 101,649 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 100,196 | $110K |
| Chicago Partners Investment Group LLC | 0.00% | Add +0.1% | 41,143 | $110K |
| CIBC Asset Management Inc | 0.00% | Reduce -6.8% | 97,184 | $107K |
| Diversified Trust Co. | 0.00% | Reduce -15.6% | 94,924 | $104K |
| Argent Advisors, Inc. | 0.04% | Add +12.4% | 93,937 | $103K |
| Storebrand Asset Management As | 0.00% | Reduce -55.8% | 88,533 | $97K |
| Atria Investments, Inc | 0.00% | New | 88,253 | $97K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.5% | 83,708 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Add +41.5% | 83,321 | $90K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +32.4% | 85,575 | $90K |
| Lee Danner & Bass Inc. | 0.01% | — | 80,470 | $89K |
| International Assets Investment Management, LLC | 0.01% | Reduce -2.8% | 77,066 | $85K |
| MML Investors Services, LLC | 0.00% | Add +22.0% | 75,939 | $84K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +108.2% | 75,462 | $83K |
| Trilogy Capital Inc. | 0.00% | New | 75,188 | $83K |
| Jupiter Asset Management Ltd. | 0.00% | No change | 73,845 | $81K |
| Performa Ltd (US), LLC | 0.03% | Add +35.0% | 67,500 | $74K |
| XTX Topco Ltd | 0.01% | New | 67,134 | $74K |
| Dynamic Technology Lab Private Ltd | 0.01% | New | 66,704 | $73K |
| Xponance LLC | 0.00% | Add +4.0% | 64,444 | $71K |
| GTS Securities LLC | 0.00% | Add +365.2% | 62,303 | $69K |
| Arcataur Capital Management LLC | 0.02% | No change | 59,303 | $65K |
| Mutual Advisors, LLC | 0.00% | Reduce -2.2% | 32,937 | $64K |
| Guggenheim Capital LLC | 0.00% | Add +8.9% | 55,165 | $61K |
| Compound Planning, Inc. | 0.00% | Add +43.4% | 55,095 | $61K |
| First Financial Bankshares Inc | 0.00% | No change | 51,501 | $57K |
| Cerity Partners LLC | 0.00% | Reduce -65.8% | 51,336 | $56K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -26.4% | 51,086 | $56K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.4% | 50,698 | $56K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.03% | Reduce -4.7% | 49,925 | $55K |
| Independent Financial Group, LLC | 0.00% | Reduce -7.7% | 49,728 | $55K |
| Marshall Wace, LLP | 0.00% | New | 49,300 | $54K |
| Profund Advisors LLC | 0.00% | Reduce -10.6% | 48,689 | $54K |
| Private Advisor Group, LLC | 0.00% | Reduce -42.8% | 48,025 | $53K |
| Mariner, LLC | 0.00% | Reduce -41.6% | 47,742 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -59.8% | 47,488 | $52K |
| Neuberger Berman Group LLC | 0.00% | Add +117.1% | 46,890 | $52K |
| First Citizens Bank & Trust Co. | 0.00% | Add +17.0% | 46,056 | $51K |
| First Trust Direct Indexing L.P. | 0.00% | Add +17.3% | 45,601 | $50K |
| Shelton Capital Management | 0.00% | No change | 45,455 | $50K |
| Norges Bank | 0.00% | No change | 45,161 | $50K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 45,100 | $50K |
| Captrust Financial Advisors | 0.00% | Add +18.8% | 44,649 | $49K |
| Atlas Brown,Inc. | 0.02% | No change | 43,131 | $47K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -41.7% | 42,845 | $47K |
| Numerai GP LLC | 0.02% | New | 40,227 | $44K |
| Straight Path Wealth Management | 0.02% | No change | 40,000 | $44K |
| Covestor Ltd | 0.03% | Add +29.5% | 39,399 | $43K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.3% | 38,288 | $42K |
| Strategic Financial Concepts, LLC | 0.02% | New | 112,282 | $42K |
| Naples Money Management LLC | 0.04% | No change | 37,200 | $41K |
| KBC Group NV | 0.00% | Add +64.3% | 37,443 | $41K |
| Wolverine Trading, LLC | 0.00% | Add +194.5% | 36,338 | $40K |
| Vantage Consulting Group Inc | 0.03% | Add +23.9% | 35,893 | $39K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +23.0% | 35,801 | $39K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.5% | 34,918 | $38K |
| Fulton Bank, N.A. | 0.00% | Add +10.4% | 34,000 | $37K |
| State of Wyoming | 0.01% | Add +33.0% | 33,970 | $37K |
| Pacific Sage Partners, LLC | 0.01% | Add +3.0% | 33,368 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 32,820 | $36K |
| HighPoint Advisor Group LLC | 0.00% | Reduce -5.2% | 13,352 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 32,000 | $35K |
| Avior Wealth Management, LLC | 0.00% | Reduce -11.6% | 31,068 | $34K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 30,000 | $33K |
| Fifth Third Wealth Advisors LLC | 0.00% | New | 29,933 | $33K |
| Brookstone Capital Management | 0.00% | Reduce -6.1% | 24,492 | $33K |
| Oppenheimer & Co. Inc. | 0.00% | Add +50.3% | 29,146 | $32K |
| Atom Investors LP | 0.00% | New | 28,279 | $31K |
| Baird Financial Group, Inc. | 0.00% | Reduce -32.1% | 27,786 | $31K |
| LMG Wealth Partners, LLC | 0.01% | Reduce -3.1% | 27,574 | $30K |
| PFG Investments, LLC | 0.00% | Reduce -0.4% | 27,521 | $30K |
| Evergreen Capital Management LLC | 0.00% | Reduce -66.0% | 26,667 | $29K |
| Inceptionr LLC | 0.01% | Add +105.8% | 25,795 | $28K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +29.0% | 25,333 | $28K |
| Stephens Inc. | 0.00% | No change | 25,135 | $28K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.7% | 24,518 | $27K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.2% | 24,383 | $27K |
| Vident Advisory, LLC | 0.00% | Add +77.4% | 23,831 | $26K |
| NFSG Corp | 0.01% | No change | 23,445 | $26K |
| ANTIPODES PARTNERS Ltd | 0.00% | New | 23,256 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 23,124 | $25K |
| Beck Mack & Oliver LLC | 0.00% | No change | 22,923 | $25K |
| Sanctuary Advisors, LLC | 0.00% | — | 20,758 | $25K |
| Gratus Capital, LLC | 0.00% | Add +0.1% | 22,815 | $25K |
| Sawgrass Asset Management LLC | 0.00% | Add +68.5% | 22,786 | $25K |
| Blair William & Co. | 0.00% | Reduce -58.1% | 22,496 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +1336.3% | 21,947 | $24K |
| DoubleLine ETF Adviser LP | 0.01% | Add +20.8% | 21,738 | $24K |
| Mandatum Life Insurance Co Ltd | 0.01% | New | 21,253 | $23K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -58.0% | 20,552 | $23K |
| Quantum Private Wealth, LLC | 0.01% | No change | 20,000 | $22K |
| Marathon Trading Investment Management LLC | 0.01% | No change | 20,000 | $22K |
| Teacher Retirement System of Texas | 0.00% | Reduce -23.3% | 19,660 | $22K |
| Townsquare Capital LLC | 0.00% | Add +39.3% | 19,240 | $21K |
| Jump Financial, LLC | 0.00% | New | 19,097 | $21K |
| Scientech Research LLC | 0.00% | New | 18,215 | $20K |
| CI Investments Inc. | 0.00% | Add +81.0% | 17,740 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.0% | 18,146 | $20K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -94.8% | 17,771 | $20K |
| Cornerstone Wealth Management, LLC | 0.00% | Reduce -6.0% | 17,436 | $19K |
| Wedbush Securities Inc. | 0.00% | Add +0.2% | 17,257 | $19K |
| Secure Asset Management, LLC | 0.00% | New | 17,135 | $19K |
| Citadel Advisors | 0.00% | Reduce -97.8% | 16,747 | $18K |
| Avantax Advisory Services, Inc. | 0.00% | Add +59.4% | 16,130 | $18K |
| Wellington Shields & Co., LLC | 0.01% | Add +1.5% | 16,056 | $18K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +7.4% | 16,038 | $18K |
| 360 Financial, Inc. | 0.01% | No change | 16,000 | $18K |
| IHT Wealth Management, LLC | 0.00% | Reduce -49.2% | 15,916 | $18K |
| Truist Financial Corp. | 0.00% | Reduce -70.2% | 15,843 | $17K |
| Glenmede Trust Co. NA | 0.00% | Reduce -38.5% | 15,809 | $17K |
| Meeder Advisory Services, Inc. | 0.00% | Add +1.4% | 15,366 | $17K |
| Florida Trust Wealth Management Co | 0.00% | No change | 15,000 | $17K |
| ORG Partners LLC | 0.00% | New | 14,697 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -70.4% | 14,794 | $16K |
| Portland Investment Counsel Inc. | 0.01% | No change | 14,000 | $15K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -0.1% | 13,717 | $15K |
| Centiva Capital, LP | 0.00% | New | 13,681 | $15K |
| Foundations Investment Advisors, LLC | 0.00% | New | 13,610 | $15K |
| Nomura Holdings Inc. | 0.00% | New | 13,536 | $15K |
| Avidian Wealth Enterprises, LLC | 0.00% | Add +12.3% | 13,205 | $15K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 12,778 | $14K |
| US Bancorp \de | 0.00% | Reduce -50.9% | 12,662 | $14K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.0% | 12,624 | $14K |
| Harvest Management LLC | 0.01% | No change | 12,540 | $14K |
| M&T Bank Corp | 0.00% | Reduce -54.0% | 12,507 | $14K |
| Invst, LLC | 0.00% | No change | 12,351 | $14K |
| Laird Norton Wetherby Wealth Management, LLC | 0.00% | Reduce -65.0% | 12,406 | $14K |
| First Manhattan Co. Llc. | 0.00% | Add +0.4% | 12,396 | $14K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +15.6% | 12,377 | $14K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 12,316 | $14K |
| Ballentine Partners, LLC | 0.00% | Reduce -55.5% | 12,201 | $13K |
| Empirical Finance, LLC | 0.00% | Reduce -37.7% | 11,899 | $13K |
| Midwest Heritage Bank, FSB | 0.01% | New | 11,289 | $12K |
| Sigma Planning Corp | 0.00% | Add +1.8% | 11,208 | $12K |
| Cigna Investments Inc. | 0.00% | No change | 10,936 | $12K |
| Cwm, LLC | 0.00% | Add +30.6% | 10,490 | $12K |
| MAI Capital Management | 0.00% | Reduce -0.7% | 10,859 | $12K |
| Arkadios Wealth Advisors | 0.00% | Reduce -8.3% | 10,813 | $12K |
| Cresset Asset Management, LLC | 0.00% | Reduce -40.9% | 10,784 | $12K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,745 | $12K |
| Keystone Financial Group | 0.00% | No change | 10,668 | $12K |
| Cantor Fitzgerald, L. P. | 0.00% | No change | 10,573 | $12K |
| Cadence Bank | 0.00% | No change | 10,464 | $12K |
| NorthRock Partners, LLC | 0.00% | Reduce -37.2% | 10,054 | $11K |
| King Luther Capital Management Corp. | 0.00% | No change | 10,000 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -17.8% | 9,266 | $10K |
| Janiczek Wealth Management, LLC | 0.00% | New | 8,860 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.3% | 8,613 | $9K |
| IFP Advisors, Inc | 0.00% | Add +8163.3% | 8,098 | $9K |
| Ancora Advisors LLC | 0.00% | Add +0.8% | 7,116 | $8K |
| Allworth Financial LP | 0.00% | Reduce -39.6% | 4,997 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.5% | 5,994 | $7K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.8% | 5,596 | $6K |
| Quadrant Capital Group LLC | 0.00% | Reduce -84.6% | 5,250 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,085 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +401.8% | 5,018 | $6K |
| Sandy Spring Bank | 0.00% | Add +23533.3% | 4,963 | $5K |
| Sachetta, LLC | 0.00% | No change | 2,000 | $5K |
| Towne Trust Company, N.A | 0.00% | Reduce -39.9% | 4,814 | $5K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -15.5% | 4,944 | $5K |
| Cultivar Capital, Inc. | 0.00% | New | 4,452 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +158.3% | 4,264 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.0% | 4,000 | $4K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -92.6% | 4,000 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,205 | $4K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 3,330 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.9% | 3,014 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,976 | $3K |
| Bfsg, LLC | 0.00% | Reduce -44.7% | 2,843 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -2.8% | 2,796 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 3,174 | $3K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,626 | $3K |
| Blue Trust, Inc. | 0.00% | Add +351.6% | 1,892 | $3K |
| Mather Group, Llc. | 0.00% | Reduce -82.0% | 1,832 | $3K |
| Fifth Third Bancorp | 0.00% | Reduce -50.4% | 2,572 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +1.9% | 2,528 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,500 | $3K |
| Financial Perspectives, Inc | 0.00% | Reduce -1.9% | 2,494 | $3K |
| Spire Wealth Management | 0.00% | Reduce -55.6% | 2,400 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -0.1% | 2,396 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 529 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,245 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +1724.1% | 2,116 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.3% | 2,136 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -49.8% | 2,016 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -23.0% | 1,968 | $2K |
| SRH Advisors, LLC | 0.00% | No change | 1,910 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.4% | 1,907 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -35.6% | 1,812 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,802 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,750 | $2K |
| Huntington National Bank | 0.00% | Add +754.7% | 1,641 | $2K |
| Founders Capital Management | 0.00% | No change | 1,600 | $2K |
| PFS Partners, LLC | 0.00% | No change | 1,521 | $2K |
| National Bank of Canada | 0.00% | No change | 1,512 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 1,507 | $2K |
| Bokf, NA | 0.00% | Reduce -36.3% | 1,404 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 1,292 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.6% | 1,185 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,136 | $1K |
| North Star Investment Management Corp. | 0.00% | Reduce -1.7% | 1,048 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -0.8% | 1,043 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,000 | $1K |
| Private Trust Co. NA | 0.00% | Reduce -57.5% | 1,000 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 986 | $1K |
| First Pacific Financial | 0.00% | Add +0.2% | 980 | $1K |
| Arax Advisory Partners | 0.00% | Add +593.5% | 964 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 480 | $1K |
| Kelly Financial Services LLC | 0.00% | No change | 883 | $971 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -66.9% | 943 | $971 |
| Gradient Investments LLC | 0.00% | Add +9.9% | 829 | $912 |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 795 | $875 |
| SWAN Capital LLC | 0.00% | New | 785 | $864 |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $789 |
| Principal Securities, Inc. | 0.00% | No change | 688 | $757 |
| Colonial Trust Co / SC | 0.00% | New | 661 | $727 |
| Macroview Investment Management LLC | 0.00% | No change | 648 | $713 |
| Quent Capital, LLC | 0.00% | Reduce -23.2% | 633 | $696 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $660 |
| Versant Capital Management, Inc | 0.00% | Reduce -85.2% | 567 | $624 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 533 | $587 |
| Aspire Private Capital, LLC | 0.00% | No change | 523 | $575 |
| LRI Investments, LLC | 0.00% | No change | 522 | $574 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -8.3% | 477 | $525 |
| Camelot Portfolios, LLC | 0.00% | New | 475 | $522 |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $521 |
| Rothschild Investment LLC | 0.00% | Add +93.8% | 473 | $520 |
| Bogart Wealth, LLC | 0.00% | Add +133.7% | 444 | $488 |
| Colonial Trust Advisors | 0.00% | Add +44200.0% | 443 | $487 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 307 | $479 |
| McIlrath & Eck, LLC | 0.00% | No change | 429 | $472 |
| Sound Income Strategies, LLC | 0.00% | Reduce -56.3% | 372 | $410 |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 369 | $406 |
| GAMMA Investing LLC | 0.00% | Add +1003.2% | 342 | $376 |
| Family Firm, Inc. | 0.00% | New | 341 | $375 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 300 | $330 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 288 | $317 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 257 | $283 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 233 | $256 |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 212 | $233 |
| Bell Investment Advisors, Inc | 0.00% | No change | 201 | $222 |
| Redwood Wealth Management Group, LLC | 0.00% | New | 200 | $220 |
| Pacific Center for Financial Services | 0.00% | Reduce -1.5% | 198 | $218 |
| PSI Advisors, LLC | 0.00% | No change | 197 | $216 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 192 | $211 |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -5.0% | 188 | $207 |
| Hilltop National Bank | 0.00% | No change | 170 | $187 |
| Investors Research Corp | 0.00% | No change | 166 | $183 |
| CENTRAL TRUST Co | 0.00% | New | 160 | $176 |
| Caitlin John, LLC | 0.00% | No change | 148 | $163 |
| Clear Point Advisors Inc. | 0.00% | No change | 146 | $161 |
| Baldwin Wealth Partners LLC | 0.00% | No change | 142 | $156 |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $149 |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $148 |
| United Community Bank | 0.00% | No change | 126 | $139 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $129 |
| Global Trust Asset Management, LLC | 0.00% | No change | 113 | $124 |
| Great Lakes Retirement, Inc. | 0.00% | New | 105 | $116 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 100 | $110 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $110 |
| Assetmark, Inc. | 0.00% | No change | 89 | $98 |
| Clearstead Advisors, LLC | 0.00% | New | 87 | $96 |
| JNBA Financial Advisors | 0.00% | No change | 87 | $96 |
| Hobbs Group Advisors, LLC | 0.00% | — | 82 | $90 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 70 | $77 |
| Kelly Lawrence W & Associates Inc. | 0.00% | New | 68 | $75 |
| Larson Financial Group LLC | 0.00% | No change | 62 | $68 |
| Triad Wealth Partners, LLC | 0.00% | New | 57 | $63 |
| First Community Trust NA | 0.00% | No change | 56 | $62 |
| CVA Family Office, LLC | 0.00% | No change | 55 | $61 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 56 | $60 |
| Asset Dedication, LLC | 0.00% | New | 53 | $59 |
| Tyler-Stone Wealth Management | 0.00% | Reduce -76.6% | 50 | $55 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $52 |
| 1832 Asset Management L.P. | 0.00% | New | 46 | $51 |
| TFC Financial Management, Inc. | 0.00% | New | 43 | $48 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 31 | $48 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 43 | $47 |
| Compass Wealth Management LLC | 0.00% | New | 42 | $47 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $46 |
| Kimelman & Baird, LLC | 0.00% | — | 40 | $44 |
| NBT Bank, N.A. | 0.00% | No change | 39 | $43 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 39 | $43 |
| Salomon & Ludwin, LLC | 0.00% | No change | 38 | $42 |
| Continuum Advisory, LLC | 0.00% | No change | 36 | $40 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $38 |
| American National Bank & Trust | 0.00% | No change | 34 | $37 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 27 | $30 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $28 |
| IAG Wealth Partners, LLC | 0.00% | Add +1200.0% | 26 | $28 |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $26 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $23 |
| UMB Bank, n.a. | 0.00% | Reduce -95.8% | 20 | $22 |
| Whittier Trust Co. | 0.00% | No change | 21 | $22 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 19 | $21 |
| St Germain D J Co. Inc. | 0.00% | Reduce -96.5% | 18 | $20 |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -99.4% | 18 | $20 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 18 | $20 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 18 | $20 |
| TCTC Holdings, LLC | 0.00% | No change | 17 | $19 |
| Key Financial Inc | 0.00% | Reduce -98.4% | 16 | $18 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $18 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 16 | $18 |
| TD Capital Management LLC | 0.00% | Reduce -93.2% | 13 | $14 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $14 |
| Archer Investment Corp | 0.00% | No change | 13 | $14 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $10 |
| Register Financial Advisors LLC | 0.00% | No change | 9 | $10 |
| Tucker Asset Management LLC | 0.00% | No change | 8 | $9 |
| Credit Agricole S A | 0.00% | No change | 6 | $7 |
| Nvwm, LLC | 0.00% | No change | 5 | $6 |
| Breakwater Investment Management | 0.00% | No change | 3 | $4 |
| Salem Investment Counselors Inc. | 0.00% | Reduce -99.9% | 1 | $2 |
| Clear Street LLC | 0.00% | Add +100.0% | 2 | $2 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1 |
| AllSquare Wealth Management LLC | 0.00% | No change | 1 | $1 |
| Smithfield Trust Co | 0.00% | No change | 104 | $0 |
| Lazard Asset Management LLC | 0.00% | No change | 191 | $0 |
| First PREMIER Bank | 0.00% | No change | 105 | $0 |
| Avion Wealth | 0.00% | No change | 417 | $0 |
| Tsfg, LLC | 0.00% | Reduce -99.7% | 4 | $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.