Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LUMN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 137.5M | $955.4M | -3.5% | 13.347% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 62.1M | $431.7M | β | 6.032% | 0.02% |
| 3 | STATE STREET CORP | 46.0M | $319.8M | +2.8% | 4.468% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 41.6M | $289.3M | β | 4.042% | 0.01% |
| 5 | FMR LLC | 31.4M | $218.3M | +19.0% | 3.050% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 22.9M | $159.3M | +3.4% | 2.220% | 0.01% |
| 7 | GOLDMAN SACHS GROUP INC | 22.5M | $156.7M | +33.3% | 2.189% | 0.02% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17.2M | $119.4M | -6.6% | 1.668% | 0.02% |
| 9 | D. E. Shaw & Co., Inc. | 15.0M | $104.5M | +271.9% | 1.460% | 0.10% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 15.0M | $104.2M | +1.0% | 1.456% | 0.02% |
| 11 | FIRST TRUST ADVISORS LP | 12.8M | $88.8M | -8.4% | 1.240% | 0.06% |
| 12 | BARCLAYS PLC | 11.9M | $82.8M | β | 1.157% | 0.03% |
| 13 | MORGAN STANLEY | 11.9M | $82.6M | +17.8% | 1.155% | 0.00% |
| 14 | NORTHERN TRUST CORP | 10.6M | $73.7M | -0.9% | 1.030% | 0.01% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 9.7M | $67.6M | -3.2% | 0.944% | 0.11% |
| 16 | Invesco Ltd. | 9.2M | $63.6M | +131.6% | 0.889% | 0.01% |
| 17 | LM Asset Management, Inc. | 8.8M | $60.9M | +132.8% | 0.851% | 31.68% |
| 18 | HSBC HOLDINGS PLC | 8.8M | $60.4M | β | 0.851% | 0.03% |
| 19 | Allianz Asset Management GmbH | 8.5M | $59.0M | +1.5% | 0.824% | 0.06% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8.0M | $55.3M | +8.3% | 0.772% | 0.03% |
| 21 | CapWealth Advisors, LLC | 7.0M | $48.7M | +4.6% | 0.681% | 3.62% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 6.5M | $45.3M | β | 0.632% | 0.01% |
| 23 | CITADEL ADVISORS LLC | 6.0M | $41.9M | +21.2% | 0.585% | 0.02% |
| 24 | RMB Capital Management, LLC | 5.9M | $40.8M | +74.5% | 0.570% | 0.74% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.9M | $40.8M | -15.8% | 0.570% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LUMN β a direct measure of their conviction.
Filings activity in LUMN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 574 | 0.5% | 54.34% | 7.08 pp | $4.75B | 12% |
| Q4 2025 | 577 | +9.3% | 61.42% | +14.22 pp | $5.37B | +30% |
| Q3 2025 | 528 | 2.0% | 47.20% | +11.89 pp | $4.13B | +34% |
| Q2 2025 | 539 | +3.7% | 35.31% | +1.74 pp | $3.09B | +5.2% |
| Q1 2025 | 520 | 3.7% | 33.57% | 7.93 pp | $2.94B | 19% |
| Q4 2024 | 540 | +11% | 41.50% | 44.80 pp | $3.63B | 52% |
| Q3 2024 | 486 | +9.7% | 86.30% | +73.47 pp | $7.55B | +573% |
| Q2 2024 | 443 | β | 12.83% | β | $1.12B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LUMN stock.
Based on Q1 2026 13F filings, institutional ownership of Lumen Technologies, Inc. stands at 54.3%, held across 574 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LUMN, with approximately 137,465,704 shares worth $0.96B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of LUMN, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for LUMN is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
93 institutions opened new positions in LUMN during Q1 2026, while 96 fully exited. 105 added to existing positions and 371 trimmed.
LUMN institutional ownership fell by 7.08 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 60.2% of all reported 13F value in LUMN, and the top 25 account for 79.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lumen Technologies, Inc. (LUMN) Institutional Ownership