Who Owns Lumen Technologies Inc (LUMN)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $10.1M of Lumen Technologies Inc (LUMN) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($7.5M), Trust Asset Management LLC ($908,402), Avior Wealth Management, LLC ($508,958), GK Wealth Management LLC ($327,529), Assenagon Asset Management S.A. ($304,934). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $7.5M | 982,011 | Added |
| 2 | Trust Asset Management LLC | $908,402 | 4,431 | New |
| 3 | Avior Wealth Management, LLC | $508,958 | 66,271 | Trimmed |
| 4 | GK Wealth Management LLC | $327,529 | 42,647 | New |
| 5 | Assenagon Asset Management S.A. | $304,934 | 39,705 | New |
| 6 | GAMMA Investing LLC | $161,126 | 20,980 | Added |
| 7 | CoreCap Advisors, LLC | $138,254 | 18,002 | Trimmed |
| 8 | TRUST POINT INC. | $107,352 | 13,978 | Added |
| 9 | Versant Capital Management, Inc | $30,106 | 3,920 | Added |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $13,440 | 1,750 | Trimmed |
| 11 | MassMutual Private Wealth & Trust, FSB | $9,316 | 1,213 | Hold |
| 12 | Arlington Trust Co LLC | $3,640 | 474 | Hold |
| 13 | Dogwood Wealth Management LLC | $1,590 | 207 | Added |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $1,306 | 170 | New |
| 15 | Cedar Mountain Advisors, LLC | $1,236 | 161 | Hold |
| 16 | Kozak & Associates, Inc. | $1,012 | 142 | Hold |
| 17 | Strategic Investment Solutions, Inc. /IL | $722 | 94 | Hold |
| 18 | MJT & Associates Financial Advisory Group, Inc. | $669 | 87 | Hold |
| 19 | Noble Wealth Management PBC | $630 | 82 | New |
| 20 | West Financial Advisors, LLC | $70 | 9 | Hold |
| 21 | Sarver Vrooman Wealth Advisors | $65 | 9 | Hold |
| 22 | Longview Financial Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30