Lumen TechnologiesLUMN
13F holders, Q3 2024 (September 30)504holders +53
117new positions
65sold out
6famous investors
$7.10avg. 13F price*
At the end of Q3 2024, 504 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, up 53 from Q2 2024. 117 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($829.1M) and State Street Corp. ($359.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $246.6M |
| Exits | 65 | $9.6M |
All 13F filers, Q2 2024 → Q3 2024: 65,971,233 shares bought and 55,128,075 shares sold, net +10,843,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 504 holders
| BlackRock, Inc. | 0.02% | — | 148,651,288 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 116,775,950 | $829.1M |
| State Street Corp. | 0.01% | Reduce -0.0% | 50,570,374 | $359.0M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -3.9% | 30,811,812 | $218.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.7% | 23,344,313 | $165.8M |
| First Trust Advisors LP | 0.13% | Add +1.2% | 19,853,799 | $141.0M |
| HSBC Holdings PLC | 0.08% | Reduce -6.5% | 18,218,033 | $129.6M |
| Arrowstreet Capital, Limited Partnership | 0.09% | New | 15,254,466 | $108.3M |
| Morgan Stanley | 0.01% | Add +2.1% | 12,496,715 | $88.7M |
| Norges Bank | 0.01% | Add +25099.0% | 11,380,106 | $80.8M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 11,372,293 | $80.7M |
| Palestra Capital Management LLC | 2.62% | No change | 11,167,585 | $79.3M |
| Two Sigma Investments, LP | 0.17% | Reduce -21.1% | 10,409,253 | $73.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.4% | 8,926,511 | $63.4M |
| Two Sigma Advisers, LP | 0.15% | Reduce -41.3% | 8,820,214 | $62.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.4% | 8,501,929 | $60.4M |
| Renaissance Technologies | 0.07% | Reduce -25.5% | 6,614,300 | $47.0M |
| Voloridge Investment Management, LLC | 0.17% | New | 6,464,070 | $45.9M |
| Barclays PLC | 0.02% | Add +8.6% | 6,203,164 | $44.0M |
| Allianz Asset Management GmbH | 0.07% | Add +16.9% | 6,079,904 | $43.2M |
| Invesco Ltd. | 0.01% | Reduce -64.5% | 6,014,488 | $42.7M |
| D. E. Shaw & Co. | 0.06% | Reduce -28.4% | 5,500,770 | $39.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.3% | 4,793,209 | $34.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +51.1% | 4,088,454 | $29.0M |
| CapWealth Advisors, LLC | 3.02% | Add +4.6% | 3,890,180 | $27.6M |
| Citadel Advisors | 0.03% | Add +20637.1% | 3,472,842 | $24.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 3,434,273 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +31.3% | 3,401,038 | $24.1M |
| FMR LLC | 0.00% | Reduce -25.5% | 3,350,618 | $23.8M |
| Legal & General Group Plc | 0.01% | Reduce -0.8% | 3,293,929 | $23.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.11% | Add +9.9% | 3,265,415 | $23.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +85.9% | 3,121,320 | $22.2M |
| Jane Street Group, LLC | 0.03% | Add +197.3% | 2,720,170 | $19.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 2,581,612 | $18.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.4% | 2,487,354 | $17.7M |
| Van Den Berg Management I, Inc. | 5.01% | Reduce -3.3% | 2,438,626 | $17.3M |
| Victory Capital Management Inc. | 0.02% | Add +1081.0% | 2,368,911 | $16.8M |
| Public Sector Pension Investment Board | 0.08% | Reduce -3.4% | 2,157,359 | $15.3M |
| AustralianSuper Pty Ltd | 0.08% | No change | 2,145,528 | $15.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.5% | 2,094,899 | $14.9M |
| Swiss National Bank | 0.01% | No change | 1,986,500 | $14.1M |
| Bank of America Corp. | 0.00% | Add +7.8% | 1,923,087 | $13.7M |
| California Public Employees Retirement System | 0.01% | New | 1,715,879 | $12.2M |
| UBS Group AG | 0.00% | Add +57.1% | 1,630,498 | $11.6M |
| HRT Financial LP | 0.05% | New | 1,529,134 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.11% | New | 1,417,142 | $10.1M |
| Man Group plc | 0.03% | New | 1,363,654 | $9.7M |
| Citigroup Inc. | 0.01% | Add +87.2% | 1,328,519 | $9.4M |
| Federated Hermes, Inc. | 0.02% | Add +13.0% | 1,305,866 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Add +9.2% | 1,300,735 | $9.2M |
| Prudential Financial Inc. | 0.01% | Add +7.8% | 1,178,240 | $8.4M |
| California State Teachers Retirement System | 0.01% | Reduce -3.3% | 1,141,553 | $8.1M |
| Millennium Management | 0.01% | Reduce -85.6% | 1,130,028 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -15.5% | 1,079,758 | $7.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +25.2% | 1,056,735 | $7.5M |
| Assenagon Asset Management S.A. | 0.01% | No change | 861,545 | $6.1M |
| State of Wisconsin Investment Board | 0.02% | Add +94.9% | 857,646 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +13.4% | 837,551 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -13.6% | 744,101 | $5.3M |
| Seven Eight Capital, LP | 0.47% | New | 733,396 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 709,602 | $5.0M |
| Yousif Capital Management, LLC | 0.05% | Reduce -7.4% | 683,975 | $4.9M |
| LPL Financial LLC | 0.00% | Add +131.6% | 662,076 | $4.7M |
| Trek Financial, LLC | 0.34% | New | 642,682 | $4.6M |
| Group One Trading LLC | 0.17% | New | 612,719 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -1.0% | 581,184 | $4.1M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -2.6% | 580,247 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -0.6% | 569,555 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +32.4% | 562,965 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.4% | 557,868 | $4.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.4% | 553,683 | $3.9M |
| Quadrature Capital Ltd | 0.08% | Add +248.2% | 511,162 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 506,274 | $3.6M |
| Voya Investment Management LLC | 0.00% | Add +48.9% | 503,861 | $3.6M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -3.7% | 491,600 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +66.8% | 560,793 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +18.1% | 473,359 | $3.4M |
| Comerica Bank | 0.01% | Reduce -5.4% | 470,354 | $3.3M |
| Janus Henderson Group PLC | 0.00% | No change | 452,400 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +7.0% | 442,441 | $3.1M |
| Choreo, LLC | 0.04% | Add +59.3% | 449,179 | $3.0M |
| AQR Capital Management | 0.00% | Reduce -88.7% | 410,585 | $2.9M |
| FORA Capital, LLC | 0.34% | New | 409,689 | $2.9M |
| Kennedy Capital Management LLC | 0.06% | New | 407,274 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +203.7% | 404,207 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 381,662 | $2.7M |
| Congress Asset Management Co. | 0.02% | New | 365,131 | $2.6M |
| Baader Bank Aktiengesellschaft | 0.21% | New | 351,771 | $2.5M |
| Maryland State Retirement & Pension System | 0.05% | Reduce -3.0% | 343,367 | $2.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 328,994 | $2.3M |
| Creative Planning | 0.00% | Add +8.2% | 323,628 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.41% | Reduce -13.3% | 318,806 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -16.7% | 303,703 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -2.8% | 299,065 | $2.1M |
| Algert Global LLC | 0.06% | Add +188.6% | 293,530 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +3.4% | 292,272 | $2.1M |
| Simplex Trading, LLC | 0.07% | Add +34.7% | 279,002 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 257,405 | $1.8M |
| JAT Capital Mgmt LP | 0.31% | New | 253,610 | $1.8M |
| Gifford Fong Associates | 0.44% | No change | 250,000 | $1.8M |
| STRS Ohio | 0.01% | Add +37.4% | 247,200 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.7% | 243,002 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.4% | 242,879 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +25.9% | 237,481 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +1094.5% | 234,829 | $1.7M |
| Raymond James & Associates | 0.00% | Reduce -0.9% | 231,751 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 225,169 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +30.2% | 220,586 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | New | 220,000 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.6% | 217,341 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -3.4% | 210,111 | $1.5M |
| Argent Trust Co | 0.06% | No change | 210,917 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -6.3% | 207,600 | $1.5M |
| Savant Capital, LLC | 0.01% | New | 205,506 | $1.5M |
| Cidel Asset Management Inc. | 0.10% | Reduce -14.2% | 193,365 | $1.4M |
| Weiss Asset Management LP | 0.05% | New | 192,279 | $1.4M |
| Capstone Financial Advisors, Inc. | 0.08% | Add +2.8% | 185,686 | $1.3M |
| Verition Fund Management LLC | 0.01% | New | 170,024 | $1.2M |
| Gotham Asset Management | 0.01% | Reduce -37.8% | 168,273 | $1.2M |
| Amundi | 0.00% | Add +16.5% | 181,065 | $1.2M |
| Praxis Investment Management Inc. | 0.07% | No change | 162,730 | $1.2M |
| GTS Securities LLC | 0.02% | Add +145.6% | 153,029 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.3% | 152,931 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 150,828 | $1.1M |
| Centiva Capital, LP | 0.05% | Add +927.1% | 140,524 | $998K |
| Cetera Investment Advisers | 0.00% | Reduce -26.6% | 131,674 | $935K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.1% | 130,293 | $927K |
| Atria Investments, Inc | 0.01% | Add +47.9% | 130,480 | $926K |
| BSW Wealth Partners | 0.14% | Reduce -42.5% | 130,064 | $923K |
| Southeast Asset Advisors, LLC | 0.10% | Reduce -64.1% | 129,437 | $919K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $880K |
| Stifel Financial Corp. | 0.00% | Reduce -9.2% | 123,385 | $876K |
| Graham Capital Management, L.P. | 0.05% | Reduce -79.0% | 118,612 | $842K |
| Gallagher Fiduciary Advisors, LLC | 0.17% | Add +54.5% | 116,607 | $828K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 116,108 | $824K |
| SOL Capital Management CO | 0.09% | Add +1.3% | 114,305 | $812K |
| Osaic Holdings, Inc. | 0.00% | Add +11.0% | 114,153 | $811K |
| Cerity Partners LLC | 0.00% | Add +120.2% | 113,025 | $802K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.0% | 117,766 | $790K |
| Quantbot Technologies LP | 0.03% | New | 103,188 | $733K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.5% | 100,739 | $715K |
| Lombard Odier Asset Management (USA) Corp | 0.30% | Reduce -93.4% | 99,000 | $703K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 96,307 | $684K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.2% | 95,986 | $682K |
| Aristeia Capital, L.L.C. | 0.04% | New | 95,516 | $678K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -26.6% | 94,267 | $669K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +9.7% | 93,902 | $666K |
| Mariner, LLC | 0.00% | Add +88.3% | 89,883 | $641K |
| Argent Advisors, Inc. | 0.24% | Reduce -4.8% | 89,437 | $635K |
| Guggenheim Capital LLC | 0.00% | Add +56.6% | 86,383 | $613K |
| Neo Ivy Capital Management | 0.18% | New | 80,336 | $570K |
| Nebula Research & Development LLC | 0.07% | New | 78,765 | $559K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -3.3% | 77,810 | $552K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +218.8% | 77,741 | $552K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 77,200 | $548K |
| AlphaMark Advisors, LLC | 0.19% | Add +1458.9% | 77,073 | $547K |
| Steel Grove Capital Advisors, LLC | 0.08% | New | 74,904 | $545K |
| Trilogy Capital Inc. | 0.03% | No change | 75,188 | $534K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.3% | 74,685 | $530K |
| Nisa Investment Advisors, LLC | 0.00% | Add +392.1% | 72,807 | $517K |
| Walleye Capital LLC | 0.01% | New | 72,799 | $517K |
| Xponance LLC | 0.00% | Add +6.8% | 68,818 | $489K |
| MML Investors Services, LLC | 0.00% | Reduce -9.7% | 68,543 | $487K |
| United Services Automobile Association | 0.01% | New | 66,698 | $474K |
| Virtu Financial LLC | 0.03% | New | 66,562 | $473K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +50.8% | 64,603 | $459K |
| Mackenzie Financial Corp. | 0.00% | Reduce -72.8% | 64,350 | $457K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 61,052 | $433K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -64.3% | 60,081 | $427K |
| MYDA Advisors LLC | 0.12% | New | 60,000 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.5% | 56,264 | $399K |
| Compound Planning, Inc. | 0.02% | Reduce -1.2% | 54,434 | $386K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.18% | Add +5.9% | 52,850 | $375K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.8% | 52,682 | $374K |
| First Financial Bankshares Inc | 0.01% | No change | 51,501 | $366K |
| Profund Advisors LLC | 0.01% | Add +5.2% | 51,224 | $364K |
| Neuberger Berman Group LLC | 0.00% | Add +8.6% | 50,937 | $362K |
| Evergreen Capital Management LLC | 0.01% | Add +82.7% | 48,727 | $346K |
| Corient Private Wealth LP | 0.00% | New | 47,780 | $339K |
| Sei Investments Co. | 0.00% | New | 47,593 | $338K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -43.9% | 47,000 | $334K |
| Shelton Capital Management | 0.01% | No change | 45,455 | $323K |
| Kapitalo Investimentos Ltda | 0.08% | New | 44,826 | $318K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.6% | 44,466 | $318K |
| Storebrand Asset Management As | 0.00% | Reduce -50.2% | 44,102 | $313K |
| Sage Rhino Capital LLC | 0.07% | New | 43,601 | $310K |
| Captrust Financial Advisors | 0.00% | Reduce -3.0% | 43,328 | $308K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -5.4% | 43,132 | $306K |
| Counterpoint Mutual Funds LLC | 0.06% | New | 43,091 | $306K |
| Wedbush Securities Inc. | 0.01% | Add +145.7% | 42,404 | $301K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.5% | 41,043 | $291K |
| Straight Path Wealth Management | 0.12% | No change | 40,000 | $284K |
| Semanteon Capital Management, LP | 0.19% | New | 39,875 | $283K |
| Avior Wealth Management, LLC | 0.01% | Add +26.1% | 39,188 | $278K |
| Naples Money Management LLC | 0.22% | No change | 37,200 | $264K |
| Plato Investment Management Ltd | 0.02% | New | 36,782 | $261K |
| Oppenheimer & Co. Inc. | 0.00% | Add +23.3% | 35,928 | $255K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 35,809 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.1% | 40,688 | $249K |
| Townsquare Capital LLC | 0.00% | Add +79.7% | 34,582 | $246K |
| Vise Technologies, Inc. | 0.03% | New | 34,116 | $242K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -69.9% | 33,793 | $240K |
| Baird Financial Group, Inc. | 0.00% | Add +15.6% | 32,121 | $228K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 32,000 | $227K |
| Ieq Capital, LLC | 0.00% | New | 31,302 | $222K |
| Quadrant Capital Group LLC | 0.02% | Add +486.3% | 30,780 | $219K |
| Fulton Bank, N.A. | 0.01% | Reduce -9.5% | 30,779 | $219K |
| NorthRock Partners, LLC | 0.01% | Add +205.0% | 30,663 | $218K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +70.9% | 30,370 | $216K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.9% | 30,189 | $214K |
| KBC Group NV | 0.00% | Reduce -19.4% | 30,190 | $214K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 30,000 | $213K |
| Van Eck Associates Corp. | 0.00% | New | 33,913 | $208K |
| DCM Advisors, LLC | 0.10% | New | 28,600 | $203K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -44.5% | 28,372 | $201K |
| LMG Wealth Partners, LLC | 0.04% | No change | 27,574 | $196K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 31,768 | $193K |
| Stephens Inc. | 0.00% | Add +7.7% | 27,070 | $192K |
| Wolverine Trading, LLC | 0.00% | Reduce -29.4% | 25,666 | $187K |
| Journey Strategic Wealth LLC | 0.01% | New | 26,278 | $187K |
| Ballentine Partners, LLC | 0.00% | Add +114.8% | 26,206 | $186K |
| Humankind Investments LLC | 0.07% | Reduce -75.8% | 26,039 | $185K |
| Inceptionr LLC | 0.04% | Add +0.2% | 25,838 | $183K |
| Independent Financial Group, LLC | 0.01% | Reduce -48.1% | 25,800 | $183K |
| Gsa Capital Partners LLP | 0.01% | New | 25,737 | $183K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +18.3% | 24,308 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.1% | 24,304 | $173K |
| PFG Investments, LLC | 0.01% | Reduce -11.8% | 24,276 | $172K |
| Brookstone Capital Management | 0.00% | Reduce -2.2% | 23,963 | $170K |
| Glenmede Trust Co. NA | 0.00% | Add +51.6% | 23,961 | $170K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 23,565 | $167K |
| Candriam S.C.A. | 0.00% | New | 23,408 | $166K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -50.1% | 22,958 | $163K |
| Beck Mack & Oliver LLC | 0.00% | No change | 22,923 | $163K |
| Nomura Holdings Inc. | 0.00% | Add +68.0% | 22,738 | $161K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.8% | 22,123 | $157K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +25.8% | 21,936 | $156K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.8% | 21,875 | $155K |
| Atlas Brown,Inc. | 0.05% | Reduce -49.9% | 21,619 | $153K |
| Abel Hall, LLC | 0.10% | New | 21,297 | $151K |
| Mutual Advisors, LLC | 0.00% | Reduce -28.7% | 23,498 | $148K |
| MAI Capital Management | 0.00% | Add +86.7% | 20,271 | $144K |
| Pacific Sage Partners, LLC | 0.03% | Reduce -39.3% | 20,252 | $144K |
| Quantum Private Wealth, LLC | 0.05% | No change | 20,000 | $142K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.6% | 18,969 | $135K |
| Secure Asset Management, LLC | 0.02% | Add +7.0% | 18,340 | $130K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 18,146 | $129K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -49.7% | 18,008 | $128K |
| CoreCap Advisors, LLC | 0.01% | New | 18,002 | $128K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -22.9% | 15,995 | $126K |
| Coldstream Capital Management Inc. | 0.00% | New | 17,599 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -46.9% | 17,442 | $124K |
| LMR Partners LLP | 0.00% | New | 17,208 | $122K |
| Focus Partners Wealth | 0.00% | New | 17,066 | $121K |
| Balyasny Asset Management L.P. | 0.00% | New | 16,595 | $118K |
| Wellington Shields & Co., LLC | 0.03% | No change | 16,056 | $114K |
| Forum Financial Management, LP | 0.00% | New | 15,971 | $113K |
| Cwm, LLC | 0.00% | Add +49.6% | 15,692 | $111K |
| Walleye Trading LLC | 0.00% | New | 15,564 | $111K |
| American Century Companies Inc. | 0.00% | New | 15,437 | $110K |
| HBK Sorce Advisory LLC | 0.00% | Add +10.6% | 15,168 | $108K |
| US Bancorp \de | 0.00% | Add +18.6% | 15,012 | $107K |
| Florida Trust Wealth Management Co | 0.00% | No change | 15,000 | $107K |
| Mandatum Life Insurance Co Ltd | 0.03% | Reduce -29.7% | 14,947 | $106K |
| Sawgrass Asset Management LLC | 0.01% | Reduce -34.6% | 14,905 | $106K |
| Cresset Asset Management, LLC | 0.00% | Add +35.3% | 14,593 | $104K |
| Greenleaf Trust | 0.00% | New | 13,888 | $99K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +9.8% | 13,589 | $96K |
| HighPoint Advisor Group LLC | 0.01% | Add +2.8% | 13,722 | $96K |
| Arkadios Wealth Advisors | 0.01% | Add +23.6% | 13,367 | $95K |
| Phoenix Financial Ltd. | 0.00% | New | 13,335 | $95K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.5% | 13,133 | $93K |
| NorthCoast Asset Management LLC | 0.00% | New | 25,416 | $93K |
| Laird Norton Wetherby Wealth Management, LLC | 0.00% | Add +5.4% | 13,077 | $93K |
| &partners | 0.00% | New | 12,857 | $91K |
| Truist Financial Corp. | 0.00% | Reduce -19.0% | 12,836 | $91K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 12,690 | $90K |
| ExodusPoint Capital Management, LP | 0.00% | New | 12,717 | $90K |
| Harvest Management LLC | 0.05% | No change | 12,540 | $89K |
| Invst, LLC | 0.01% | Add +0.2% | 12,372 | $88K |
| Los Angeles Capital Management LLC | 0.00% | New | 12,271 | $87K |
| Fourpath Capital Management, LLC | 0.02% | New | 12,260 | $87K |
| Crestwood Advisors Group, LLC | 0.00% | New | 12,139 | $86K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 12,101 | $86K |
| WINTON GROUP Ltd | 0.01% | New | 11,441 | $81K |
| ANTIPODES PARTNERS Ltd | 0.00% | Reduce -51.0% | 11,386 | $81K |
| Empirical Finance, LLC | 0.00% | Reduce -8.1% | 10,936 | $78K |
| Cigna Investments Inc. | 0.01% | No change | 10,936 | $77K |
| Bank of Nova Scotia | 0.00% | New | 10,719 | $76K |
| Keystone Financial Group | 0.01% | No change | 10,668 | $76K |
| Dark Forest Capital Management LP | 0.01% | New | 10,600 | $75K |
| Danske Bank A/S | 0.00% | New | 10,500 | $75K |
| Meeder Advisory Services, Inc. | 0.00% | Reduce -32.0% | 10,443 | $74K |
| Sound Income Strategies, LLC | 0.00% | Add +2688.2% | 10,372 | $74K |
| Lido Advisors, LLC | 0.00% | New | 10,134 | $72K |
| Performa Ltd (US), LLC | 0.03% | Reduce -85.2% | 10,000 | $71K |
| 360 Financial, Inc. | 0.03% | Reduce -37.5% | 10,000 | $71K |
| SJS Investment Consulting Inc. | 0.01% | New | 10,000 | $71K |
| Cadence Bank | 0.00% | Reduce -4.4% | 10,000 | $71K |
| Deseret Mutual Benefit Administrators | 0.03% | Reduce -26.8% | 9,015 | $64K |
| Stableford Capital II LLC | 0.02% | New | 10,018 | $62K |
| Spire Wealth Management | 0.00% | Add +259.6% | 8,630 | $61K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8,613 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +297.4% | 8,489 | $60K |
| Ascentis Wealth Management, LLC | 0.02% | — | 8,373 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +1269.7% | 7,766 | $55K |
| Covestor Ltd | 0.03% | Reduce -80.4% | 7,705 | $55K |
| National Bank of Canada | 0.00% | Add +395.4% | 7,491 | $53K |
| Signaturefd, LLC | 0.00% | Reduce -22.6% | 7,174 | $51K |
| GAMMA Investing LLC | 0.00% | Add +1901.8% | 6,846 | $49K |
| Twin Tree Management, LP | 0.00% | New | 6,807 | $48K |
| CI Investments Inc. | 0.00% | Reduce -62.4% | 6,669 | $47K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 6,520 | $46K |
| Global Retirement Partners, LLC | 0.00% | Add +8.8% | 6,519 | $46K |
| ORG Partners LLC | 0.01% | Reduce -57.2% | 6,286 | $45K |
| Allworth Financial LP | 0.00% | Add +20.0% | 5,996 | $43K |
| Advisory Services Network, LLC | 0.00% | No change | 38,288 | $42K |
| Parallel Advisors, LLC | 0.00% | Add +2.9% | 5,757 | $41K |
| Jones Financial Companies LLLP | 0.00% | Add +7.6% | 5,398 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +357.3% | 5,510 | $39K |
| Legacy Investment Solutions, LLC | 0.02% | — | 4,275 | $38K |
| Legacy Wealth Managment, LLC | 0.02% | — | 4,275 | $38K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 5,139 | $36K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -90.7% | 4,200 | $30K |
| Concord Wealth Partners | 0.00% | Add +98.8% | 4,008 | $28K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 4,000 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,000 | $28K |
| International Assets Investment Management, LLC | 0.00% | Reduce -94.8% | 3,975 | $28K |
| Bessemer Group Inc. | 0.00% | New | 4,003 | $28K |
| Fifth Third Bancorp | 0.00% | Add +49.9% | 3,856 | $27K |
| Hexagon Capital Partners LLC | 0.01% | Add +60.2% | 3,839 | $27K |
| Sterling Capital Management LLC | 0.00% | — | 3,510 | $25K |
| Rakuten Securities, Inc. | 0.01% | Add +11.9% | 3,130 | $22K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 3,174 | $22K |
| Ancora Advisors LLC | 0.00% | Reduce -57.0% | 3,060 | $22K |
| Macquarie Group Ltd. | 0.00% | New | 3,021 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -29.9% | 2,991 | $21K |
| Optiver Holding B.V. | 0.00% | New | 2,977 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,976 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.6% | 2,725 | $19K |
| Towne Trust Company, N.A | 0.01% | Reduce -43.6% | 2,714 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +161.7% | 2,468 | $18K |
| MRP Capital Investments, LLC | 0.02% | New | 2,500 | $18K |
| Financial Perspectives, Inc | 0.01% | No change | 2,494 | $18K |
| Lindbrook Capital, LLC | 0.00% | Reduce -4.9% | 2,404 | $17K |
| UMB Bank, n.a. | 0.00% | Add +11595.0% | 2,339 | $17K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,245 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.2% | 2,028 | $14K |
| Sachetta, LLC | 0.01% | No change | 2,000 | $14K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 1,812 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,802 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,907 | $13K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,791 | $13K |
| Rothschild Investment LLC | 0.00% | Add +271.0% | 1,755 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,750 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +46.4% | 1,735 | $12K |
| Huntington National Bank | 0.00% | Add +4.9% | 1,721 | $12K |
| Founders Capital Management | 0.01% | No change | 1,600 | $11K |
| Lanark Financial, Inc. | 0.00% | New | 1,549 | $11K |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.5% | 1,508 | $11K |
| Mather Group, Llc. | 0.00% | Reduce -18.3% | 1,496 | $11K |
| Bokf, NA | 0.00% | No change | 1,404 | $9K |
| POM Investment Strategies, LLC | 0.01% | No change | 1,292 | $9K |
| Private Wealth Management Group, LLC | 0.00% | New | 1,272 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,213 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,043 | $7K |
| PFS Partners, LLC | 0.00% | Reduce -32.9% | 1,021 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,000 | $7K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $7K |
| First Pacific Financial | 0.00% | Reduce -0.2% | 978 | $7K |
| Main Street Group, LTD | 0.00% | Reduce -50.8% | 968 | $7K |
| Arax Advisory Partners | 0.00% | No change | 964 | $7K |
| Point72 (DIFC) Ltd | 0.00% | New | 933 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -22.4% | 882 | $6K |
| Webster Bank, N. A. | 0.00% | New | 844 | $6K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 795 | $6K |
| SWAN Capital LLC | 0.00% | No change | 785 | $6K |
| Paladin Wealth, LLC | 0.00% | — | 751 | $5K |
| Quarry LP | 0.00% | New | 731 | $5K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $5K |
| Principal Securities, Inc. | 0.00% | Add +1.7% | 700 | $5K |
| HM Payson & Co. | 0.00% | New | 689 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 661 | $5K |
| Macroview Investment Management LLC | 0.00% | No change | 648 | $5K |
| Meeder Asset Management Inc. | 0.00% | New | 647 | $5K |
| LRI Investments, LLC | 0.00% | No change | 522 | $5K |
| Quent Capital, LLC | 0.00% | No change | 633 | $4K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $4K |
| Tortoise Investment Management, LLC | 0.00% | Add +15.7% | 552 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 533 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 529 | $4K |
| Aspire Private Capital, LLC | 0.00% | No change | 523 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 508 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 444 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 443 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 435 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 480 | $3K |
| RE Dickinson Investment Advisors, LLC | 0.00% | Add +0.5% | 371 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 350 | $2K |
| CoreFirst Bank & Trust | 0.00% | New | 330 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 307 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 300 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +43.8% | 289 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 288 | $2K |
| Avion Wealth | 0.00% | No change | 417 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 269 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 241 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 233 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +740.7% | 227 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 198 | $1K |
| PSI Advisors, LLC | 0.00% | No change | 197 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 192 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 188 | $1K |
| Caitlin John, LLC | 0.00% | No change | 148 | $1K |
| Investors Research Corp | 0.00% | No change | 166 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -84.2% | 156 | $1K |
| Clear Point Advisors Inc. | 0.00% | No change | 146 | $1K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 142 | $1K |
| First PREMIER Bank | 0.00% | No change | 105 | $1K |
| Lazard Asset Management LLC | 0.00% | No change | 191 | $1K |
| CVA Family Office, LLC | 0.00% | Add +154.6% | 140 | $994 |
| St Germain D J Co. Inc. | 0.00% | Add +661.1% | 137 | $973 |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $959 |
| United Community Bank | 0.00% | No change | 126 | $895 |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $883 |
| McIlrath & Eck, LLC | 0.00% | Reduce -71.3% | 123 | $873 |
| Assetmark, Inc. | 0.00% | Add +36.0% | 121 | $859 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $833 |
| Global Trust Asset Management, LLC | 0.00% | No change | 113 | $802 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 100 | $710 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 100 | $710 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $710 |
| JNBA Financial Advisors | 0.00% | No change | 87 | $618 |
| Hobbs Group Advisors, LLC | 0.00% | No change | 82 | $582 |
| Mendota Financial Group, LLC | 0.00% | New | 80 | $568 |
| Pflug Koory, LLC | 0.00% | — | 74 | $525 |
| Abound Wealth Management | 0.00% | New | 72 | $512 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 70 | $497 |
| Kelly Lawrence W & Associates Inc. | 0.00% | No change | 68 | $483 |
| Blue Trust, Inc. | 0.00% | Reduce -78.3% | 410 | $451 |
| Larson Financial Group LLC | 0.00% | No change | 62 | $440 |
| Carolina Wealth Advisors, LLC | 0.00% | New | 60 | $426 |
| Horizon Financial Services, LLC | 0.00% | New | 59 | $419 |
| First Community Trust NA | 0.00% | No change | 56 | $398 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 56 | $397 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $378 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 53 | $376 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 49 | $348 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $333 |
| Grove Bank & Trust | 0.00% | New | 44 | $312 |
| Continuum Advisory, LLC | 0.00% | No change | 36 | $311 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 43 | $303 |
| Compass Wealth Management LLC | 0.00% | No change | 42 | $299 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $298 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 39 | $277 |
| Salomon & Ludwin, LLC | 0.00% | No change | 38 | $270 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $242 |
| Kimelman & Baird, LLC | 0.00% | Reduce -15.0% | 34 | $242 |
| Dogwood Wealth Management LLC | 0.00% | New | 34 | $241 |
| American National Bank & Trust | 0.00% | No change | 34 | $241 |
| Ascentis Independent Advisors | 0.00% | New | 29 | $205 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $184 |
| IAG Wealth Partners, LLC | 0.00% | No change | 26 | $184 |
| HighMark Wealth Management LLC | 0.00% | New | 25 | $178 |
| IFP Advisors, Inc | 0.00% | Reduce -99.7% | 23 | $162 |
| Whittier Trust Co. | 0.00% | No change | 21 | $149 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $149 |
| Sandy Spring Bank | 0.00% | Reduce -99.6% | 21 | $148 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $128 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 18 | $128 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 18 | $127 |
| Northwest Financial Advisors | 0.00% | New | 17 | $121 |
| TCTC Holdings, LLC | 0.00% | No change | 17 | $121 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 16 | $114 |
| Key Financial Inc | 0.00% | No change | 16 | $114 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $114 |
| Archer Investment Corp | 0.00% | No change | 13 | $92 |
| TD Capital Management LLC | 0.00% | No change | 13 | $89 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $86 |
| Planned Solutions, Inc. | 0.00% | New | 12 | $85 |
| Christopher J. Hasenberg, Inc | 0.00% | New | 13 | $84 |
| Earned Wealth Advisors, LLC | 0.00% | New | 11 | $78 |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $66 |
| Livelsberger Financial Advisory | 0.00% | New | 9 | $64 |
| Tucker Asset Management LLC | 0.00% | No change | 8 | $57 |
| Front Row Advisors LLC | 0.00% | Reduce -99.5% | 7 | $50 |
| Credit Agricole S A | 0.00% | No change | 6 | $43 |
| Nvwm, LLC | 0.00% | No change | 5 | $36 |
| Bfsg, LLC | 0.00% | Reduce -99.8% | 5 | $36 |
| Voisard Asset Management Group, Inc. | 0.00% | Reduce -97.6% | 5 | $36 |
| Center for Financial Planning, Inc. | 0.00% | New | 4 | $29 |
| Breakwater Investment Management | 0.00% | No change | 3 | $22 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 2 | $15 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $10 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1 | $8 |
| AllSquare Wealth Management LLC | 0.00% | No change | 1 | $7 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $7 |
| Resources Management Corp. /CT/ | 0.00% | New | 16 | $0 |
| Smithfield Trust Co | 0.00% | No change | 104 | $0 |
| Tsfg, LLC | 0.00% | No change | 4 | $0 |
| Hemington Wealth Management | 0.00% | New | 139 | $0 |
| Coston, McIsaac & Partners | 0.00% | Add +80.0% | 45 | $0 |
"% of holder's portfolio" is LUMN's weight in each manager's 13F, not the share of Lumen Technologies Inc. the manager owns.