Who owns Lumen Technologies (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-Q2 13F filings (latest filed 2026-09-22). 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
116 tracked funds added or opened LUMN while 58 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 592 tracked filers holding LUMN, 277 increased or opened the position and 258 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 15
- Front Street Capital Management, Inc.$93M
- Jupiter Topco LLC$9M
- Hillsdale Investment Management Inc.$4M
- WINTON GROUP Ltd$4M
- SORA INVESTORS LLC$3M
- CAXTON ASSOCIATES LLP$2M
Full exits 22
- JANE STREET GROUP, LLC$36M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- JANUS HENDERSON GROUP PLC$10M
- SG Americas Securities, LLC$8M
- NATIXIS ADVISORS, LLC$7M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6M
Largest adds
- BlackRock, Inc.$247M
- FMR LLC$135M
- JPMORGAN CHASE & CO$68M
- STATE STREET CORP$49M
- Bank of New York Mellon Corp$42M
- NORGES BANK$41M
Largest trims
- BARCLAYS PLC$79M
- GOLDMAN SACHS GROUP INC$26M
- MILLENNIUM MANAGEMENT LLC$23M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$19M
- TUDOR INVESTMENT CORP ET AL$15M
- FIRST TRUST ADVISORS LP$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 142,261,845 | $1.1B | 20.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 61,471,506 | $472M | 8.8% | 2026-Q2 |
| STATE STREET CORP added | 48,003,189 | $369M | 6.9% | 2026-Q2 |
| FMR LLC added | 45,326,716 | $348M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 42,038,158 | $323M | 6.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 24,824,381 | $191M | 3.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 17,493,715 | $134M | 2.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 16,979,054 | $130M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 15,969,245 | $123M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 14,609,695 | $112M | 2.1% | 2026-Q2 |
| Front Street Capital Management, Inc. new | 12,171,321 | $93M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 12,022,512 | $92M | 1.7% | 2026-Q2 |
| NORGES BANK trimmed | 11,331,679 | $87M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 11,152,073 | $86M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,489,367 | $81M | 1.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 10,142,312 | $78M | 1.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 10,074,316 | $77M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 9,819,582 | $75M | 1.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 9,685,625 | $74M | 1.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 9,170,870 | $70M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,622,421 | $69M | 1.3% | 2026-Q2 |
| CapWealth Advisors, LLC added | 7,121,417 | $55M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 6,873,814 | $53M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 6,279,551 | $48M | 0.9% | 2026-Q2 |
| Curi Capital, LLC added | 5,872,238 | $45M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 5,502,721 | $42M | 0.8% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 5,474,299 | $42M | 0.8% | 2026-Q2 |
| GENDELL JEFFREY L added | 4,986,216 | $38M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 4,777,625 | $37M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 4,768,913 | $37M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 4,581,685 | $35M | 0.7% | 2026-Q2 |
| Public Sector Pension Investment Board added | 4,477,167 | $34M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,257,839 | $33M | 0.6% | 2026-Q2 |
| LM Asset Management Inc. trimmed | 4,202,000 | $32M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,551,176 | $27M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 3,237,874 | $25M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 3,224,852 | $25M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,163,211 | $24M | 0.5% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 3,062,617 | $24M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,885,264 | $22M | 0.4% | 2026-Q2 |
| Penn Capital Management Company, LLC trimmed | 2,547,003 | $20M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP added | 2,524,841 | $19M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,414,163 | $19M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 2,408,555 | $18M | 0.3% | 2026-Q2 |
| VAN DEN BERG MANAGEMENT I, INC trimmed | 2,383,170 | $18M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 2,320,790 | $18M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,911,600 | $15M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,890,521 | $15M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,842,798 | $14M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,819,389 | $14M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,753,677 | $13M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,705,319 | $13M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,664,844 | $13M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 1,556,841 | $12M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,443,573 | $11M | 0.2% | 2026-Q2 |
| WESTERLY CAPITAL MANAGEMENT, LLC trimmed | 1,400,000 | $11M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,340,394 | $10M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 1,327,331 | $10M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,299,042 | $10M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,249,076 | $9M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,235,795 | $9M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,225,077 | $9M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,179,678 | $9M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,118,576 | $9M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,103,222 | $8M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,078,126 | $8M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,075,012 | $8M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,010,864 | $8M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 982,011 | $8M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 913,733 | $7M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 894,122 | $7M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 856,105 | $7M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 815,723 | $6M | 0.1% | 2026-Q2 |
| Man Group plc added | 790,988 | $6M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 655,888 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 646,838 | $5M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 624,213 | $5M | 0.1% | 2026-Q2 |
| LEE DANNER & BASS INC trimmed | 601,690 | $5M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 570,390 | $4M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 565,467 | $4M | 0.1% | 2026-Q2 |
| BRIGADE CAPITAL MANAGEMENT, LP trimmed | 550,000 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 518,237 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 514,177 | $4M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 506,715 | $4M | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. new | 505,900 | $4M | 0.1% | 2026-Q2 |
| LONESTAR CAPITAL MANAGEMENT LLC added | 500,000 | $4M | 0.1% | 2026-Q2 |
| PLUSTICK MANAGEMENT LLC added | 500,000 | $4M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 484,380 | $4M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 474,565 | $4M | 0.1% | 2026-Q2 |
| Soviero Asset Management, LP trimmed | 450,000 | $3M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 449,499 | $3M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 448,073 | $3M | 0.1% | 2026-Q2 |
| Hilton Capital Management, LLC added | 441,795 | $3M | 0.1% | 2026-Q2 |
| JT Stratford LLC added | 427,790 | $3M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 425,116 | $3M | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 418,500 | $3M | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 392,734 | $3M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 372,230 | $3M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 365,914 | $3M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 365,379 | $3M | 0.1% | 2026-Q2 |
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.