Who owns Lumen Technologies, Inc. (LUMN)
Which tracked institutional funds hold LUMN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LUMN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
73 tracked funds added or opened LUMN while 117 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LUMN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LUMN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LUMN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 589 tracked filers holding LUMN, 274 increased or opened the position and 259 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LUMN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- VANGUARD PORTFOLIO MANAGEMENT LLC$432M
- VANGUARD CAPITAL MANAGEMENT LLC$289M
- VANGUARD FIDUCIARY TRUST CO$45M
- VANGUARD ASSET MANAGEMENT, Ltd$6M
- Vanguard Global Advisers, LLC$3M
- Qube Research & Technologies Ltd$3M
Full exits 27
- VANGUARD GROUP INC$858M
- Palestra Capital Management LLC$87M
- AustralianSuper Pty Ltd$11M
- ExodusPoint Capital Management, LP$8M
- CANADA LIFE ASSURANCE Co$8M
- TWO SIGMA ADVISERS, LP$4M
Largest adds
- D. E. Shaw & Co., Inc.$73M
- GOLDMAN SACHS GROUP INC$27M
- Invesco Ltd.$26M
- Curi Capital, LLC$15M
- TUDOR INVESTMENT CORP ET AL$14M
- JANE STREET GROUP, LLC$12M
Largest trims
- BlackRock, Inc.$261M
- JPMORGAN CHASE & CO$172M
- NORGES BANK$60M
- PRICE T ROWE ASSOCIATES INC /MD/$55M
- Trexquant Investment LP$41M
- STATE STREET CORP$28M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 121,711,089 | $846M | 15.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 62,119,909 | $432M | 7.7% | 2026-Q1 |
| STATE STREET CORP added | 46,012,329 | $320M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 41,631,209 | $289M | 5.2% | 2026-Q1 |
| FMR LLC added | 30,696,371 | $213M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 22,867,581 | $159M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 22,543,945 | $157M | 2.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 17,175,568 | $119M | 2.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 15,034,113 | $104M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 14,994,640 | $104M | 1.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 12,772,723 | $89M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 11,890,687 | $83M | 1.5% | 2026-Q1 |
| BARCLAYS PLC added | 11,665,469 | $81M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 10,603,492 | $74M | 1.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 9,720,567 | $68M | 1.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 8,766,020 | $60M | 1.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 8,489,233 | $59M | 1.1% | 2026-Q1 |
| Invesco Ltd. added | 8,213,025 | $57M | 1.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 7,954,306 | $55M | 1.0% | 2026-Q1 |
| CapWealth Advisors, LLC added | 7,010,163 | $49M | 0.9% | 2026-Q1 |
| NORGES BANK trimmed | 11,757,333 | $46M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,512,735 | $45M | 0.8% | 2026-Q1 |
| Curi Capital, LLC added | 5,872,216 | $41M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 5,844,871 | $41M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,602,368 | $39M | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 5,351,701 | $37M | 0.7% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 5,300,565 | $37M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 5,150,575 | $36M | 0.6% | 2026-Q1 |
| LM Asset Management Inc. added | 4,957,000 | $34M | 0.6% | 2026-Q1 |
| GENDELL JEFFREY L | 4,761,216 | $33M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 4,611,749 | $32M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 4,571,215 | $32M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 4,353,030 | $30M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 4,223,255 | $29M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board added | 3,725,770 | $26M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,315,799 | $23M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,010,141 | $21M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 2,932,728 | $20M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,878,472 | $20M | 0.4% | 2026-Q1 |
| Penn Capital Management Company, LLC added | 2,707,654 | $19M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,612,231 | $18M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,524,313 | $18M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,511,261 | $17M | 0.3% | 2026-Q1 |
| VAN DEN BERG MANAGEMENT I, INC added | 2,427,862 | $17M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 2,418,613 | $17M | 0.3% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 2,224,000 | $15M | 0.3% | 2026-Q1 |
| WESTERLY CAPITAL MANAGEMENT, LLC added | 2,200,000 | $15M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,995,825 | $14M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 1,928,400 | $13M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,918,697 | $13M | 0.2% | 2026-Q1 |
| BRIGADE CAPITAL MANAGEMENT, LP | 1,850,000 | $13M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,678,951 | $12M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,673,366 | $12M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP added | 1,602,303 | $11M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,549,887 | $11M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,446,187 | $10M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,385,803 | $10M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 1,375,956 | $10M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 1,339,607 | $9M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,190,407 | $9M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,328,166 | $9M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,216,669 | $8M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,170,054 | $8M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,149,526 | $8M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,147,573 | $8M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 1,132,494 | $8M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,130,541 | $8M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,080,825 | $8M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 1,061,480 | $7M | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 880,102 | $6M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 866,238 | $6M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 865,418 | $6M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 850,056 | $6M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 804,315 | $6M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 766,740 | $5M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 745,117 | $5M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 743,013 | $5M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 732,574 | $5M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 723,391 | $5M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 631,593 | $4M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 619,163 | $4M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 617,280 | $4M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 607,387 | $4M | 0.1% | 2026-Q1 |
| LEE DANNER & BASS INC added | 602,245 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 110,366,433 | $858M | 15.3% | 2025-Q4 stale |
| Palestra Capital Management LLC | 11,167,585 | $87M | 1.6% | 2025-Q4 stale |
| HENNESSY ADVISORS INC trimmed | 6,966,200 | $31M | 0.5% | 2025-Q2 stale |
| Contour Asset Management LLC new | 4,970,793 | $30M | 0.5% | 2025-Q3 stale |
| Diameter Capital Partners LP new | 3,300,000 | $20M | 0.4% | 2025-Q3 stale |
| AIGH Capital Management LLC new | 2,550,000 | $16M | 0.3% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 3,153,418 | $14M | 0.2% | 2025-Q2 stale |
| JUPITER ASSET MANAGEMENT LTD added | 2,786,366 | $12M | 0.2% | 2025-Q2 stale |
| AustralianSuper Pty Ltd trimmed | 1,381,488 | $11M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 2,002,109 | $9M | 0.2% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP added | 993,213 | $8M | 0.1% | 2025-Q4 stale |
| CANADA LIFE ASSURANCE Co trimmed | 976,832 | $8M | 0.1% | 2025-Q4 stale |
| Woodline Partners LP added | 1,277,137 | $5M | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 544,028 | $4M | 0.1% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 945,536 | $4M | 0.1% | 2025-Q2 stale |
| Informed Momentum Co LLC new | 531,219 | $4M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.