Lumen TechnologiesLUMN

13F holders, Q4 2024 (December 31)
553holders +49
83new positions
62sold out
7famous investors
$5.32avg. 13F price*

At the end of Q4 2024, 553 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, up 49 from Q3 2024. 83 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($786.3M), Vanguard Group Inc. ($580.4M) and State Street Corp. ($266.5M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions83$109.7M
Exits62$13.5M

All 13F filers, Q3 2024 → Q4 2024: 74,640,240 shares bought and 39,584,183 shares sold, net +35,056,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 553 holders

BlackRock, Inc. 0.02% Reduce -0.4% 148,072,693 $786.3M
Vanguard Group Inc. 0.01% Reduce -6.4% 109,301,827 $580.4M
State Street Corp. 0.01% Reduce -0.8% 50,192,361 $266.5M
Charles Schwab Investment Management Inc. 0.03% Reduce -14.1% 26,472,492 $140.6M
Geode Capital Management, LLC 0.01% Add +0.1% 23,366,279 $124.1M
First Trust Advisors LP 0.09% Reduce -8.2% 18,232,078 $96.8M
HSBC Holdings PLC 0.06% Reduce -2.6% 17,749,792 $95.7M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -16.6% 12,725,190 $67.6M
Northern Trust Corp. 0.01% Add +8.6% 12,354,499 $65.6M
Norges Bank 0.01% Add +5.3% 11,984,593 $63.6M
Morgan Stanley 0.00% Reduce -5.1% 11,856,095 $63.0M
Renaissance Technologies 0.09% Add +76.3% 11,664,009 $61.9M
Palestra Capital Management LLC 1.62% No change 11,167,585 $59.3M
Goldman Sachs Group Inc. 0.01% Add +19.3% 10,647,853 $56.5M
Dimensional Fund Advisors LP 0.01% Add +368.4% 9,812,495 $52.1M
UBS Group AG 0.01% Add +490.7% 9,631,095 $51.1M
Citadel Advisors 0.05% Add +164.6% 9,187,462 $48.8M
Two Sigma Investments, LP 0.11% Reduce -14.9% 8,856,838 $47.0M
LM Asset Management Inc. 44.13% — 8,807,000 $46.8M
Hennessy Advisors Inc. 1.34% New 8,491,400 $45.1M
Allianz Asset Management GmbH 0.06% Add +28.1% 7,790,277 $41.4M
Two Sigma Advisers, LP 0.09% Reduce -14.9% 7,505,114 $39.9M
Bank of New York Mellon Corp 0.01% Reduce -17.2% 7,036,283 $37.4M
Millennium Management 0.03% Add +408.3% 5,744,368 $30.5M
JPMorgan Chase & Co. 0.00% Add +57.4% 5,354,572 $28.4M
Invesco Ltd. 0.01% Reduce -12.2% 5,283,379 $28.1M
Principal Financial Group Inc. 0.01% Add +2.7% 4,921,381 $26.1M
Voloridge Investment Management, LLC 0.08% Reduce -37.3% 4,050,748 $21.5M
Jane Street Group, LLC 0.03% Add +48.4% 4,036,599 $21.4M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Add +23.4% 4,029,938 $21.4M
D. E. Shaw & Co. 0.02% Reduce -29.1% 3,901,024 $20.7M
CapWealth Advisors, LLC 2.24% Reduce -1.4% 3,833,969 $20.4M
Legal & General Group Plc 0.00% Add +1.1% 3,329,673 $17.7M
Rhumbline Advisers 0.02% Reduce -4.3% 3,285,058 $17.4M
Nuveen Asset Management, LLC 0.00% Reduce -0.3% 3,110,557 $16.5M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -24.1% 3,101,395 $16.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.9% 2,684,888 $14.3M
Public Sector Pension Investment Board 0.06% Add +17.2% 2,528,387 $13.4M
Cubist Systematic Strategies, LLC 0.21% Add +2477.6% 2,482,360 $13.2M
Barclays PLC 0.01% Reduce -60.3% 2,463,836 $13.1M
Trexquant Investment LP 0.15% New 2,435,026 $12.9M
Van Den Berg Management I, Inc. 3.72% Reduce -0.2% 2,432,914 $12.9M
Ameriprise Financial Inc. 0.00% Reduce -9.1% 2,347,728 $12.5M
Victory Capital Management Inc. 0.01% Reduce -1.5% 2,332,699 $12.4M
FMR LLC 0.00% Reduce -31.7% 2,288,476 $12.2M
AustralianSuper Pty Ltd 0.05% No change 2,145,528 $11.4M
Sequoia Financial Advisors, LLC 0.11% Add +46.9% 2,081,965 $11.1M
Swiss National Bank 0.01% Reduce -4.4% 1,899,900 $10.1M
Man Group plc 0.03% Add +28.0% 1,745,445 $9.3M
Bank of America Corp. 0.00% Reduce -11.0% 1,711,327 $9.1M
California Public Employees Retirement System 0.01% Reduce -2.4% 1,673,977 $8.9M
Prudential Financial Inc. 0.01% Reduce -12.6% 1,030,211 $8.8M
Deutsche Bank AG 0.00% Add +182.3% 1,589,213 $8.4M
Alliancebernstein L.P. 0.00% Add +16.9% 1,520,208 $8.1M
Citigroup Inc. 0.01% Add +11.1% 1,475,892 $7.8M
HRT Financial LP 0.04% Reduce -3.5% 1,475,797 $7.8M
Tudor Investment Corporation 0.07% New 1,294,830 $6.9M
Panagora Asset Management Inc. 0.03% New 1,122,560 $6.0M
Franklin Resources Inc. 0.00% Add +93.2% 1,083,667 $5.8M
New York State Teachers Retirement System 0.01% Reduce -0.1% 1,078,158 $5.7M
Intech Investment Management LLC 0.05% Add +142.3% 979,487 $5.2M
Thrivent Financial for Lutherans 0.01% Reduce -8.3% 968,838 $5.1M
Federated Hermes, Inc. 0.01% Reduce -25.9% 967,621 $5.1M
Assenagon Asset Management S.A. 0.01% Add +8.6% 935,386 $5.0M
California State Teachers Retirement System 0.01% Reduce -20.6% 906,722 $4.8M
Wells Fargo & Company 0.00% Add +4.9% 878,843 $4.7M
Squarepoint Ops LLC 0.01% New 846,945 $4.5M
T. Rowe Price Associates Inc. 0.00% Add +8.8% 809,269 $4.3M
Algert Global LLC 0.10% Add +171.5% 796,988 $4.2M
Mackenzie Financial Corp. 0.01% Add +1127.7% 790,031 $4.2M
Simplex Trading, LLC 0.12% Add +181.1% 784,136 $4.2M
Susquehanna International Group, LLP 0.01% Add +187.4% 698,294 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -6.5% 639,508 $3.4M
Group One Trading LLC 0.11% Add +0.9% 618,108 $3.3M
MetLife Investment Management, LLC 0.02% Add +7.0% 609,620 $3.2M
AQR Capital Management 0.00% Add +47.2% 604,224 $3.2M
Quantitative Investment Management, LLC 0.23% New 582,192 $3.1M
Ensign Peak Advisors, Inc 0.01% New 580,421 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -0.6% 576,800 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.1% 576,400 $3.1M
Quantbot Technologies LP 0.11% Add +454.1% 571,725 $3.0M
Graham Capital Management, L.P. 0.15% Add +378.8% 567,910 $3.0M
Amundi 0.00% Add +188.5% 522,434 $2.9M
Corebridge Financial, Inc. 0.02% Reduce -7.3% 539,019 $2.9M
Acadian Asset Management LLC 0.01% New 534,034 $2.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.7% 531,579 $2.8M
Westerly Capital Management, LLC 1.23% New 500,000 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -0.2% 490,600 $2.6M
State of Wisconsin Investment Board 0.01% Reduce -43.4% 485,141 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -4.7% 482,723 $2.6M
Voya Investment Management LLC 0.00% Reduce -5.5% 475,968 $2.5M
State of Tennessee, Department of Treasury 0.01% Reduce -0.4% 471,546 $2.5M
Janus Henderson Group PLC 0.00% No change 452,400 $2.4M
Pathstone Holdings, LLC 0.01% Add +1.8% 450,293 $2.4M
Royal Bank of Canada 0.00% Reduce -37.0% 447,045 $2.4M
Verition Fund Management LLC 0.01% Add +161.7% 444,980 $2.4M
Choreo, LLC 0.03% Reduce -2.9% 436,108 $2.3M
Comerica Bank 0.01% Reduce -7.9% 433,280 $2.3M
Congress Asset Management Co. 0.02% Add +15.5% 421,720 $2.2M
Lonestar Capital Management LLC 1.78% New 400,000 $2.1M
Gendell Jeffrey L 0.07% New 400,000 $2.1M
Kennedy Capital Management LLC 0.05% Reduce -5.4% 385,181 $2.0M
LPL Financial LLC 0.00% Reduce -43.2% 376,089 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.2% 365,696 $1.9M
KBC Group NV 0.01% Add +1095.5% 360,932 $1.9M
Maryland State Retirement & Pension System 0.04% Reduce -0.7% 340,966 $1.8M
State Board of Administration of Florida Retirement System 0.00% No change 328,994 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% New 325,875 $1.7M
Mraz, Amerine & Associates, Inc. 0.30% Reduce -1.7% 313,484 $1.7M
ProShare Advisors LLC 0.00% Add +42.0% 313,124 $1.7M
Raymond James Financial Inc. 0.00% — 305,867 $1.6M
New York State Common Retirement Fund 0.00% No change 303,703 $1.6M
Massachusetts Financial Services Co. 0.00% New 302,141 $1.6M
Amalgamated Bank 0.01% Reduce -0.5% 297,646 $1.6M
Brevan Howard Capital Management LP 0.04% New 288,785 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Add +25.7% 283,069 $1.5M
Arizona State Retirement System 0.01% Reduce -4.1% 280,339 $1.5M
FORA Capital, LLC 0.17% Reduce -32.5% 276,509 $1.5M
Jupiter Asset Management Ltd. 0.01% New 274,453 $1.5M
STRS Ohio 0.01% Add +10.8% 273,800 $1.5M
Nebula Research & Development LLC 0.17% Add +244.8% 271,594 $1.4M
HighTower Advisors, LLC 0.00% Add +4.3% 268,524 $1.4M
Massar Capital Management, LP 1.59% — 263,860 $1.4M
Quadrature Capital Ltd 0.03% Reduce -49.4% 258,501 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Add +3634.2% 243,471 $1.4M
Baader Bank Aktiengesellschaft 0.12% Reduce -27.6% 254,528 $1.4M
Gifford Fong Associates 0.33% No change 250,000 $1.3M
Handelsbanken Fonder AB 0.01% Add +20.3% 249,700 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.7% 243,885 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.7% 238,781 $1.3M
Creative Planning 0.00% Reduce -29.3% 228,793 $1.2M
Bridgeway Capital Management, LLC 0.03% No change 220,000 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.3% 216,647 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% — 215,760 $1.1M
Empowered Funds, LLC 0.02% New 214,509 $1.1M
Bank of Montreal 0.00% Reduce -1.3% 207,371 $1.1M
Savant Capital, LLC 0.01% Add +0.5% 206,562 $1.1M
Gotham Asset Management 0.01% Add +18.0% 198,542 $1.1M
KLP Kapitalforvaltning As 0.00% — 195,600 $1.0M
Capstone Financial Advisors, Inc. 0.06% No change 185,686 $986K
BNP Paribas Financial Markets 0.00% New 179,494 $953K
Sei Investments Co. 0.00% Add +273.0% 177,538 $943K
Focus Partners Wealth 0.00% Add +922.5% 174,509 $927K
Dark Forest Capital Management LP 0.14% Add +1545.7% 174,445 $926K
Sterling Capital Management LLC 0.01% Add +4803.1% 172,097 $914K
Stifel Financial Corp. 0.00% Add +34.8% 166,335 $883K
BSW Wealth Partners 0.13% Add +26.9% 165,093 $877K
Nomura Holdings Inc. 0.00% Add +606.4% 160,625 $853K
Optimize Financial Inc. 0.64% — 160,097 $850K
Mutual of America Capital Management LLC 0.01% Add +0.5% 153,722 $816K
Engineers Gate Manager LP 0.01% New 153,140 $813K
Atria Investments, Inc 0.01% Add +13.3% 147,808 $785K
Hussman Strategic Advisors, Inc. 0.23% New 147,000 $781K
Cidel Asset Management Inc. 0.05% Reduce -24.1% 146,739 $779K
Pictet Asset Management Holding SA 0.00% Add +12.3% 146,284 $777K
Lombard Odier Asset Management (USA) Corp 0.32% Add +41.4% 140,000 $743K
American Century Companies Inc. 0.00% Add +787.2% 136,961 $727K
OMERS ADMINISTRATION Corp 0.01% Add +76.7% 136,400 $724K
Virtu Financial LLC 0.04% Add +102.2% 134,590 $715K
Gallagher Fiduciary Advisors, LLC 0.14% Add +15.3% 134,476 $714K
Polianta Ltd 0.33% New 130,400 $692K
Madison Asset Management, LLC 0.01% No change 124,000 $658K
Madison Investment Advisors, LLC 0.01% — 124,000 $658K
Voleon Capital Management LP 0.05% — 120,922 $642K
IMC-Chicago, LLC 0.02% New 117,552 $624K
Dynamic Technology Lab Private Ltd 0.10% New 113,901 $605K
Guggenheim Capital LLC 0.00% Add +25.6% 108,482 $576K
ExodusPoint Capital Management, LP 0.01% Add +746.4% 107,639 $572K
Argent Trust Co 0.02% Reduce -49.0% 107,460 $571K
Ameritas Investment Partners, Inc. 0.02% Add +5.1% 105,892 $562K
Public Employees Retirement Association of Colorado 0.00% Reduce -10.2% 104,297 $554K
Sherbrooke Park Advisers LLC 0.18% New 103,351 $549K
Osaic Holdings, Inc. 0.00% Reduce -11.0% 101,577 $539K
Catalyst Funds Management Pty Ltd 0.13% Add +2280.9% 100,000 $531K
Mariner Investment Group LLC 0.11% New 100,000 $531K
Aristeia Capital, L.L.C. 0.03% Add +1.4% 96,855 $514K
Caxton Associates LP 0.02% New 96,660 $513K
Cerity Partners LLC 0.00% Reduce -39.0% 68,985 $485K
Diversified Trust Co. 0.01% New 90,830 $482K
Mariner, LLC 0.00% Add +0.7% 90,523 $481K
Nisa Investment Advisors, LLC 0.00% Add +22.7% 89,334 $474K
SOL Capital Management CO 0.05% Reduce -21.9% 89,305 $474K
Argent Advisors, Inc. 0.17% Reduce -1.3% 88,281 $469K
Cetera Investment Advisers 0.00% Reduce -33.5% 87,548 $465K
SG Americas Securities, LLC 0.00% Add +59.1% 83,827 $445K
Point72 Asia (Singapore) Pte. Ltd. 0.12% Add +1501.1% 82,281 $437K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -16.5% 78,717 $418K
Russell Investments Group, Ltd. 0.00% Add +76.5% 78,492 $418K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.0% 76,905 $408K
Xponance LLC 0.00% Add +11.1% 76,464 $406K
Lee Danner & Bass Inc. 0.03% Reduce -2.2% 76,065 $404K
Trilogy Capital Inc. 0.02% No change 75,188 $399K
Jefferies Financial Group Inc. 0.00% New 75,000 $398K
Steel Grove Capital Advisors, LLC 0.06% Reduce -0.9% 74,224 $394K
Kapitalo Investimentos Ltda 0.26% Add +63.9% 73,468 $390K
Fieldview Capital Management, LLC 0.06% — 69,722 $370K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -28.1% 67,544 $363K
Townsquare Capital LLC 0.00% Add +96.1% 67,816 $360K
Southeast Asset Advisors, LLC 0.04% Reduce -47.7% 67,650 $359K
Natixis Advisors, LLC 0.00% Reduce -55.4% 67,204 $357K
United Services Automobile Association 0.01% Reduce -0.3% 66,475 $353K
CIBC Asset Management Inc 0.00% Reduce -31.9% 65,370 $347K
McAdam, LLC 0.02% New 64,966 $345K
Schonfeld Strategic Advisors LLC 0.00% Add +113.4% 64,812 $344K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.7% 64,166 $341K
Mercer Global Advisors Inc. 0.00% Reduce -46.2% 63,329 $336K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 60,962 $324K
Capstone Investment Advisors, LLC 0.00% New 60,290 $320K
Semanteon Capital Management, LP 0.17% Add +49.5% 59,612 $317K
Tower Research Capital LLC (TRC) 0.01% Reduce -2.5% 58,580 $311K
Quantessence Capital LLC 0.13% — 57,800 $307K
MML Investors Services, LLC 0.00% Reduce -17.2% 56,757 $301K
Profund Advisors LLC 0.01% Add +10.3% 56,525 $300K
Fox Run Management, L.L.C. 0.05% New 55,132 $293K
Compound Planning, Inc. 0.01% Add +1.3% 55,116 $293K
PNC Financial Services Group, Inc. 0.00% Reduce -2.1% 55,105 $293K
GK Wealth Management LLC 0.37% — 54,315 $288K
Evergreen Capital Management LLC 0.01% Add +9.8% 53,495 $284K
First Financial Bankshares Inc 0.01% No change 51,501 $273K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% Reduce -3.5% 51,000 $271K
Counterpoint Mutual Funds LLC 0.03% Add +12.3% 48,408 $257K
Vestcor Inc 0.01% New 46,114 $245K
Neuberger Berman Group LLC 0.00% Reduce -9.4% 46,126 $245K
Martingale Asset Management L P 0.01% New 45,780 $243K
Compagnie Lombard Odier SCmA 0.00% Add +50.0% 45,000 $239K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.6% 44,856 $238K
Sage Rhino Capital LLC 0.05% Add +2.8% 44,812 $238K
Captrust Financial Advisors 0.00% Add +0.4% 43,494 $231K
Wedbush Securities Inc. 0.01% Add +2.1% 43,299 $230K
Bayforest Capital Ltd 0.29% — 43,006 $228K
Avior Wealth Management, LLC 0.01% Add +6.8% 41,845 $222K
DCM Advisors, LLC 0.10% Add +45.7% 41,672 $221K
Chicago Partners Investment Group LLC 0.01% Reduce -3.4% 39,313 $217K
Shelton Capital Management 0.01% Reduce -11.4% 40,269 $214K
Private Advisor Group, LLC 0.00% Reduce -4.4% 39,227 $208K
Oppenheimer & Co. Inc. 0.00% Add +8.7% 39,037 $207K
Corient Private Wealth LP 0.00% Reduce -23.4% 36,598 $194K
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 34,669 $184K
Praxis Investment Management Inc. 0.01% Reduce -78.7% 34,620 $184K
O'shaughnessy Asset Management, LLC 0.00% Add +7.7% 34,225 $182K
SBI Securities Co., Ltd. 0.01% — 34,038 $181K
Strategic Financial Concepts, LLC 0.03% Reduce -0.1% 33,773 $179K
Baird Financial Group, Inc. 0.00% Add +4.9% 33,702 $179K
Advisory Services Network, LLC 0.00% Reduce -15.2% 32,453 $172K
Plato Investment Management Ltd 0.01% Reduce -12.6% 32,146 $171K
Nomura Asset Management Co. Ltd. 0.00% No change 32,000 $170K
Alpine Global Management, LLC 0.06% New 31,206 $166K
Fulton Bank, N.A. 0.01% Add +0.9% 31,064 $165K
Storebrand Asset Management As 0.00% Reduce -29.9% 30,937 $164K
Fifth Third Wealth Advisors LLC 0.01% No change 30,189 $160K
Ballentine Partners, LLC 0.00% Add +14.8% 30,074 $160K
Weiss Asset Management LP 0.00% Reduce -84.8% 29,204 $155K
Caitong International Asset Management Co., Ltd 0.15% — 28,339 $150K
Glenmede Trust Co. NA 0.00% Add +17.1% 28,069 $149K
Walleye Capital LLC 0.00% Reduce -61.5% 28,025 $149K
Blueshift Asset Management, LLC 0.05% New 27,950 $148K
Forum Financial Management, LP 0.00% Add +72.5% 27,552 $146K
Quadrant Capital Group LLC 0.01% Reduce -11.1% 27,364 $145K
Keystone Financial Group 0.01% Add +156.2% 27,332 $145K
First Citizens Bank & Trust Co. 0.00% Add +18.8% 27,283 $145K
Net Worth Advisory Group 0.04% New 27,149 $144K
NorthCoast Asset Management LLC 0.00% Add +5.4% 26,785 $142K
Point72 (DIFC) Ltd 0.01% Add +2662.1% 25,770 $137K
Journey Strategic Wealth LLC 0.01% Reduce -4.2% 25,188 $134K
NFSG Corp 0.03% New 23,545 $125K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.5% 23,441 $124K
PFG Investments, LLC 0.01% Reduce -5.5% 22,934 $122K
Mutual Advisors, LLC 0.00% Reduce -6.3% 22,009 $122K
Ethic Inc. 0.00% New 22,604 $120K
Sunbelt Securities, Inc. 0.01% Add +0.0% 22,124 $119K
Abel Hall, LLC 0.07% Add +3.3% 21,995 $117K
Cornerstone Wealth Management, LLC 0.01% Reduce 0.0% 21,935 $116K
Truist Financial Corp. 0.00% Add +68.1% 21,577 $115K
Northwestern Mutual Wealth Management Co. 0.00% Add +21.4% 21,178 $112K
Brookstone Capital Management 0.00% Reduce -12.7% 20,921 $111K
Merit Financial Group, LLC 0.00% New 20,889 $111K
Envestnet Portfolio Solutions, Inc. 0.00% Add +15.8% 20,852 $111K
bLong Financial, LLC 0.09% — 20,772 $110K
Prime Capital Investment Advisors, LLC 0.00% Reduce -15.4% 20,571 $109K
Trust Point Inc. 0.01% New 20,238 $107K
Olympiad Research LP 0.11% New 20,226 $107K
Breakthru Advisory Services, LLC 0.10% — 20,080 $107K
Independent Financial Group, LLC 0.00% Reduce -22.3% 20,056 $106K
Straight Path Wealth Management 0.04% Reduce -50.0% 20,000 $106K
Quantum Private Wealth, LLC 0.03% No change 20,000 $106K
Quinn Opportunity Partners LLC 0.01% New 20,000 $106K
Avantax Advisory Services, Inc. 0.00% Add +5.1% 19,938 $106K
Scientech Research LLC 0.03% New 19,536 $104K
Kestra Advisory Services, LLC 0.00% Reduce -11.2% 19,423 $103K
Coldstream Capital Management Inc. 0.00% Add +9.8% 19,317 $103K
Pacific Sage Partners, LLC 0.02% Reduce -4.9% 19,252 $102K
Kestra Private Wealth Services, LLC 0.00% New 19,120 $102K
Rakuten Securities, Inc. 0.04% Add +506.7% 18,991 $101K
Callan Family Office, LLC 0.01% New 18,840 $100K
Global View Capital Management LLC 0.04% — 17,812 $100K
Secure Asset Management, LLC 0.02% Add +2.5% 18,790 $100K
Humankind Investments LLC 0.02% Reduce -29.0% 18,492 $98K
Balyasny Asset Management L.P. 0.00% Add +9.3% 18,140 $96K
CoreCap Advisors, LLC 0.00% Add +0.5% 18,089 $96K
FAS Wealth Partners, Inc. 0.01% Reduce -2.4% 17,705 $94K
GTS Securities LLC 0.00% Reduce -89.3% 16,369 $87K
&partners 0.00% Add +20.1% 15,437 $86K
Prelude Capital Management, LLC 0.01% New 16,180 $86K
Sanctuary Advisors, LLC 0.00% Add +5.6% 16,892 $84K
Axq Capital, LP 0.04% New 15,820 $84K
HBK Sorce Advisory LLC 0.00% Add +4.0% 15,781 $84K
Parvin Asset Management, LLC 0.09% — 15,725 $84K
Wellington Shields & Co., LLC 0.02% Reduce -5.0% 15,256 $81K
Atlas Brown,Inc. 0.03% Reduce -30.2% 15,091 $80K
Florida Trust Wealth Management Co 0.00% No change 15,000 $80K
Candriam S.C.A. 0.00% Reduce -36.5% 14,871 $79K
ANTIPODES PARTNERS Ltd 0.00% Add +1.0% 11,499 $79K
Los Angeles Capital Management LLC 0.00% Add +20.3% 14,760 $78K
Sawgrass Asset Management LLC 0.01% Reduce -1.7% 14,656 $78K
Greenleaf Trust 0.00% Add +4.5% 14,514 $77K
Jones Financial Companies LLLP 0.00% Add +166.0% 14,361 $76K
Stevens Capital Management LP 0.03% New 14,353 $76K
Two Sigma Securities, LLC 0.01% New 14,103 $75K
Swiss Life Asset Management Ltd 0.00% New 14,015 $74K
Allworth Financial LP 0.00% Add +115.3% 12,910 $74K
Bank of Nova Scotia 0.00% Add +28.6% 13,788 $73K
Foundations Investment Advisors, LLC 0.00% Add +1.5% 13,332 $71K
Atria Wealth Solutions, Inc. 0.00% New 13,025 $69K
J.W. Cole Advisors, Inc. 0.00% New 12,973 $69K
Arkadios Wealth Advisors 0.00% Reduce -3.0% 12,960 $69K
US Bancorp \de 0.00% Reduce -13.8% 12,933 $69K
DRW Securities, LLC 0.00% New 12,900 $68K
Stephens Inc. 0.00% Reduce -52.4% 12,885 $68K
RFG Advisory, LLC 0.00% New 12,825 $68K
Whipplewood Advisors, LLC 0.04% — 12,682 $67K
Harvest Management LLC 0.03% No change 12,540 $67K
M&T Bank Corp 0.00% New 12,516 $66K
Invst, LLC 0.01% Add +0.0% 12,376 $66K
Stratos Wealth Partners, LTD. 0.00% Reduce -9.2% 12,342 $66K
HighPoint Advisor Group LLC 0.00% Reduce -1.8% 13,474 $65K
XTX Topco Ltd 0.01% New 12,200 $65K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -4.4% 12,131 $64K
Williams Jones Wealth Management, LLC. 0.00% New 12,019 $64K
Fourpath Capital Management, LLC 0.01% Reduce -2.1% 12,005 $64K
Raiffeisen Bank International AG 0.00% — 11,403 $62K
Marshall Wace, LLP 0.00% New 11,500 $61K
Cwm, LLC 0.00% Reduce -28.3% 11,254 $60K
HB Wealth Management, LLC 0.00% New 11,096 $59K
Cigna Investments Inc. 0.01% No change 10,936 $58K
NorthRock Partners, LLC 0.00% Reduce -64.6% 10,864 $58K
Laird Norton Wetherby Wealth Management, LLC 0.00% Reduce -17.3% 10,812 $57K
Seeds Investor LLC 0.02% New 10,811 $57K
Vise Technologies, Inc. 0.00% Reduce -68.3% 10,808 $57K
Sound Income Strategies, LLC 0.00% Add +0.0% 10,374 $55K
Empirical Finance, LLC 0.00% Reduce -5.8% 10,301 $55K
MAI Capital Management 0.00% Reduce -49.6% 10,223 $54K
Quantinno Capital Management LP 0.00% New 10,134 $54K
SJS Investment Consulting Inc. 0.01% Add +0.5% 10,054 $53K
360 Financial, Inc. 0.02% No change 10,000 $53K
Cadence Bank 0.00% No change 10,000 $53K
CIBC Private Wealth Group LLC 0.00% Add +7.4% 9,116 $50K
Deseret Mutual Benefit Administrators 0.02% No change 9,015 $48K
R Squared Ltd 0.05% — 8,950 $48K
AdvisorNet Financial, Inc 0.00% Reduce -1.8% 8,457 $45K
Versant Capital Management, Inc 0.01% Add +8.7% 8,441 $45K
Ascentis Wealth Management, LLC 0.02% No change 8,373 $44K
GAMMA Investing LLC 0.00% Add +17.2% 8,023 $43K
Lazard Asset Management LLC 0.00% Add +3825.7% 7,498 $39K
Signaturefd, LLC 0.00% Add +0.9% 7,242 $38K
Parallel Advisors, LLC 0.00% Add +25.1% 7,203 $38K
Spire Wealth Management 0.00% Reduce -18.4% 7,042 $37K
Smartleaf Asset Management LLC 0.00% Add +173.3% 6,745 $36K
Global Retirement Partners, LLC 0.00% No change 6,519 $35K
ORG Partners LLC 0.00% Reduce -1.0% 6,224 $33K
Bessemer Group Inc. 0.00% Add +30.1% 5,207 $28K
Cresset Asset Management, LLC 0.00% Reduce -64.7% 5,152 $27K
Legacy Investment Solutions, LLC 0.01% No change 4,275 $21K
Legacy Wealth Managment, LLC 0.01% No change 4,275 $21K
Brown Brothers Harriman & Co. 0.00% No change 4,000 $21K
Fifth Third Bancorp 0.00% Add +1.0% 3,893 $21K
Ancora Advisors LLC 0.00% No change 3,060 $16K
CI Investments Inc. 0.00% Reduce -56.1% 2,929 $16K
Plante Moran Financial Advisors, LLC 0.00% No change 2,976 $16K
Kimelman & Baird, LLC 0.00% Add +8470.6% 2,914 $15K
Harbour Investments, Inc. 0.00% Reduce -3.7% 2,625 $14K
MRP Capital Investments, LLC 0.01% No change 2,500 $13K
Financial Perspectives, Inc 0.00% No change 2,494 $13K
Hexagon Capital Partners LLC 0.00% Reduce -35.1% 2,493 $13K
Lindbrook Capital, LLC 0.00% Reduce -0.8% 2,385 $13K
UMB Bank, n.a. 0.00% No change 2,339 $12K
Venturi Wealth Management, LLC 0.00% No change 2,245 $12K
Transce3nd, LLC 0.00% — 2,180 $12K
EverSource Wealth Advisors, LLC 0.00% Reduce -60.8% 2,160 $11K
Federation des caisses Desjardins du Quebec 0.00% Add +16.6% 2,102 $11K
Farmers & Merchants Investments Inc. 0.00% No change 2,028 $11K
Sachetta, LLC 0.00% No change 2,000 $11K
Concord Wealth Partners 0.00% Reduce -50.1% 2,000 $11K
Farther Finance Advisors, LLC 0.00% Add +12.9% 1,959 $10K
NewEdge Advisors, LLC 0.00% Add +29.7% 1,956 $10K
Towne Trust Company, N.A 0.00% Reduce -29.5% 1,914 $10K
TD Waterhouse Canada Inc. 0.00% No change 1,907 $10K
Covestor Ltd 0.01% Reduce -75.8% 1,868 $10K
Cypress Capital Management LLC (WY) 0.01% No change 1,812 $10K
Rothschild Investment LLC 0.00% Add +3.1% 1,810 $10K
Harbor Investment Advisory, LLC 0.00% No change 1,750 $9K
Generali Asset Management SPA SGR 0.00% — 1,721 $9K
GPS Wealth Strategies Group, LLC 0.00% Reduce -44.8% 1,650 $9K
New Wave Wealth Advisors LLC 0.00% New 1,645 $9K
Founders Capital Management 0.01% No change 1,600 $8K
Huntington National Bank 0.00% Reduce -7.2% 1,598 $8K
Mather Group, Llc. 0.00% No change 1,496 $8K
MassMutual Private Wealth & Trust, FSB 0.00% New 1,450 $8K
Sugar Maple Asset Management, LLC 0.01% New 1,354 $7K
POM Investment Strategies, LLC 0.01% No change 1,292 $7K
Private Wealth Management Group, LLC 0.00% No change 1,272 $7K
Creative Financial Designs Inc. 0.00% Add +740.7% 1,135 $6K
LGT Financial Advisors LLC 0.01% New 1,090 $6K
Coppell Advisory Solutions LLC 0.00% Add +586.5% 1,071 $6K
North Star Investment Management Corp. 0.00% No change 1,048 $6K
Signature Resources Capital Management, LLC 0.00% No change 1,043 $6K
PFS Partners, LLC 0.00% No change 1,021 $5K
Exchange Traded Concepts, LLC 0.00% New 1,016 $5K
DecisionPoint Financial, LLC 0.00% New 1,000 $5K
Sugarloaf Wealth Management, LLC 0.00% No change 1,000 $5K
Private Trust Co. NA 0.00% No change 1,000 $5K
First Pacific Financial 0.00% No change 978 $5K
Main Street Group, LTD 0.00% No change 968 $5K
Arax Advisory Partners 0.00% No change 964 $5K
Concourse Financial Group Securities, Inc. 0.00% No change 882 $5K
Bokf, NA 0.00% Reduce -42.7% 805 $4K
SWAN Capital LLC 0.00% No change 785 $4K
Financial Avengers, Inc. 0.00% No change 717 $4K
Danske Bank A/S 0.00% Reduce -93.3% 700 $4K
HM Payson & Co. 0.00% No change 689 $4K
Quent Capital, LLC 0.00% No change 633 $3K
Meeder Asset Management Inc. 0.00% Reduce -3.9% 622 $3K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 600 $3K
High Note Wealth, LLC 0.00% New 562 $3K
LRI Investments, LLC 0.00% Add +7.7% 562 $3K
Tortoise Investment Management, LLC 0.00% No change 552 $3K
SOA Wealth Advisors, LLC. 0.00% No change 533 $3K
GeoWealth Management, LLC 0.00% Add +22.1% 531 $3K
Strategic Investment Solutions, Inc. 0.00% No change 529 $3K
Financial Management Professionals, Inc. 0.00% No change 480 $3K
Geneos Wealth Management Inc. 0.00% Reduce -6.3% 476 $3K
Arlington Trust Co LLC 0.00% No change 474 $3K
Blue Trust, Inc. 0.00% Add +12.2% 460 $2K
Evelyn Partners Investment Management Services Ltd 0.00% — 450 $2K
Bogart Wealth, LLC 0.00% No change 444 $2K
Fortitude Family Office, LLC 0.00% New 442 $2K
Van Hulzen Asset Management, LLC 0.00% New 430 $2K
Financial Gravity Companies, Inc. 0.00% New 429 $2K
Holos Integrated Wealth LLC 0.00% — 385 $2K
First Horizon Advisors, Inc. 0.00% New 381 $2K
RE Dickinson Investment Advisors, LLC 0.00% No change 371 $2K
Avion Wealth 0.00% No change 417 $2K
Wilmington Savings Fund Society, FSB 0.00% Reduce -70.1% 363 $2K
CoreFirst Bank & Trust 0.00% No change 330 $2K
VSM Wealth Advisory, LLC 0.00% — 300 $2K
Iron Horse Wealth Management, LLC 0.00% No change 300 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -16.9% 291 $2K
Prestige Wealth Management Group LLC 0.00% No change 288 $2K
Parkside Financial Bank & Trust 0.00% Add +9.5% 264 $1K
Golden State Wealth Management, LLC 0.00% — 257 $1K
Medallion Wealth Advisors, LLC 0.00% — 323 $1K
Carolina Wealth Advisors, LLC 0.00% Add +273.3% 224 $1K
Pacific Center for Financial Services 0.00% Add +8.1% 214 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -14.2% 200 $1K
Principal Securities, Inc. 0.00% Reduce -71.7% 198 $1K
PSI Advisors, LLC 0.00% No change 197 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 192 $1K
Hemington Wealth Management 0.00% Add +41.7% 197 $1K
Valley National Advisers Inc. 0.00% New 300 $1K
Armstrong Advisory Group, Inc. 0.00% No change 188 $999
Pathway Financial Advisers, LLC 0.00% New 179 $951
CENTRAL TRUST Co 0.00% New 177 $940
Koesten, Hirschmann & Crabtree, INC. 0.00% Reduce -44.6% 170 $903
MCF Advisors LLC 0.00% New 168 $893
JFS Wealth Advisors, LLC 0.00% New 152 $808
Kozak & Associates, Inc. 0.00% No change 142 $801
Caitlin John, LLC 0.00% No change 148 $786
St Germain D J Co. Inc. 0.00% Add +5.8% 145 $770
CVA Family Office, LLC 0.00% No change 140 $743
United Community Bank 0.00% No change 126 $669
Assetmark, Inc. 0.00% Add +4.1% 126 $669
McIlrath & Eck, LLC 0.00% No change 123 $653
Winch Advisory Services, LLC 0.00% No change 117 $623
Larson Financial Group LLC 0.00% Add +87.1% 116 $616
New England Capital Financial Advisors LLC 0.00% No change 100 $531
Global Trust Asset Management, LLC 0.00% Reduce -11.5% 100 $531
Glen Eagle Advisors, LLC 0.00% No change 100 $531
Archer Investment Corp 0.00% Add +630.8% 95 $504
Bell Investment Advisors, Inc 0.00% Reduce -69.5% 88 $468
South Plains Financial, Inc. 0.00% — 88 $467
JNBA Financial Advisors 0.00% No change 87 $462
DiNuzzo Private Wealth, Inc. 0.00% New 80 $425
Pflug Koory, LLC 0.00% No change 74 $393
Abound Wealth Management 0.00% No change 72 $383
Central Pacific Bank - Trust Division 0.00% No change 70 $372
IAG Wealth Partners, LLC 0.00% Add +157.7% 67 $356
Horizon Financial Services, LLC 0.00% No change 59 $313
ESL Trust Services, LLC 0.00% New 58 $308
First Community Trust NA 0.00% No change 56 $297
Whittier Trust Co. of Nevada Inc. 0.00% No change 56 $296
Asset Dedication, LLC 0.00% No change 53 $283
Vermillion Wealth Management, Inc. 0.00% — 50 $266
Raffa Wealth Management, LLC 0.00% No change 47 $249
Grove Bank & Trust 0.00% No change 44 $234
Compass Wealth Management LLC 0.00% No change 42 $224
Westside Investment Management, Inc. 0.00% No change 42 $223
Salomon & Ludwin, LLC 0.00% No change 38 $202
Continuum Advisory, LLC 0.00% No change 36 $191
Reyes Financial Architecture, Inc. 0.00% — 34 $181
Dogwood Wealth Management LLC 0.00% No change 34 $181
American National Bank & Trust 0.00% No change 34 $181
Cherry Tree Wealth Management, LLC 0.00% No change 34 $181
Twin Lakes Capital Management, LLC 0.00% Reduce -34.9% 28 $150
IFS Advisors, LLC 0.00% No change 26 $138
IFP Advisors, Inc 0.00% Reduce -13.0% 20 $138
Marshall & Sterling Wealth Advisors Inc. 0.00% — 24 $127
Clearstead Advisors, LLC 0.00% New 21 $112
Princeton Global Asset Management LLC 0.00% No change 21 $112
Whittier Trust Co. 0.00% No change 21 $111
Sandy Spring Bank 0.00% No change 21 $111
First Command Advisory Services, Inc. 0.00% Reduce -92.9% 19 $101
Tradewinds Capital Management, LLC 0.00% No change 18 $96
Oliver Lagore Vanvalin Investment Group 0.00% No change 18 $96
Carolinas Wealth Consulting LLC 0.00% No change 18 $95
TCTC Holdings, LLC 0.00% No change 17 $90
Frazier Financial Advisors, LLC 0.00% No change 16 $87
Key Financial Inc 0.00% No change 16 $85
Fortis Group Advisors, LLC 0.00% No change 16 $85
Global Financial Private Client, LLC 0.00% New 15 $80
Parkworth Wealth Management, Inc. 0.00% — 13 $69
Christopher J. Hasenberg, Inc 0.00% No change 13 $69
TD Capital Management LLC 0.00% No change 13 $66
Moisand Fitzgerald Tamayo, LLC 0.00% No change 12 $64
Cornerstone Planning Group LLC 0.00% No change 10 $50
Hoey Investments, Inc. 0.00% No change 9 $48
Stonebridge Financial Group, LLC 0.00% — 9 $48
Tucker Asset Management LLC 0.00% No change 8 $42
Front Row Advisors LLC 0.00% No change 7 $37
Credit Agricole S A 0.00% No change 6 $32
Nvwm, LLC 0.00% No change 5 $27
Bfsg, LLC 0.00% No change 5 $27
Center for Financial Planning, Inc. 0.00% No change 4 $22
Breakwater Investment Management 0.00% No change 3 $16
CBIZ Investment Advisory Services, LLC 0.00% No change 2 $12
Brooklyn Investment Group 0.00% New 2 $11
Hager Investment Management Services, LLC 0.00% — 2 $11
Physician Wealth Advisors, Inc. 0.00% New 1 $8
Salem Investment Counselors Inc. 0.00% No change 1 $6
Lanark Financial, Inc. 0.00% — 1 $5
Colonial Trust Advisors 0.00% Reduce -99.8% 1 $5
AllSquare Wealth Management LLC 0.00% No change 1 $5
Smithfield Trust Co 0.00% No change 104 $0
Tsfg, LLC 0.00% No change 4 $0
Coston, McIsaac & Partners 0.00% No change 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.