Lumen Ownership | Who Owns Lumen?

Overview Forecast RevenueFinancials Chart Transcripts

Lumen Ownership Summary

Lumen is owned by 55.86% institutional investors, 8.10% insiders, and 36.04% retail investors. Blackrock is the largest institutional shareholder, holding 15.11% of LUMN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.56% of its assets in Lumen shares.

LUMN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lumen	55.86%	8.10%	36.04%
Sector	Communication Services Stocks	26.03%	16.24%	57.73%
Industry	Telecom Stocks	25.56%	13.97%	60.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	148.83M	15.11%	$163.72M
Blackrock funding, inc. /de	142.46M	14.32%	$1.11B
Vanguard group	111.86M	11.25%	$869.12M
State street	45.22M	4.56%	$276.77M
Jpmorgan chase	22.21M	2.23%	$172.59M
Geode capital management	22.12M	2.22%	$171.93M
Charles schwab investment management	18.39M	1.85%	$142.89B
Goldman sachs group	16.74M	1.68%	$130.04M
First trust advisors lp	16.43M	1.66%	$100.56M
Dimensional fund advisors lp	14.85M	1.49%	$115.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lm asset (im)	10.19M	47.14%	$62.34M
Westerly capital management	3.50M	6.71%	$21.42M
Van den berg management i	2.41M	3.70%	$14.77M
Capwealth advisors	6.70M	3.56%	$52.06M
Palestra capital management	11.17M	2.20%	$68.35M
Brigade capital management, lp	2.90M	2.18%	$17.75M
Soviero asset management, lp	520.00K	1.65%	$3.18M
October effect	189.94K	1.63%	$1.48M
Penn capital management company	2.38M	1.48%	$18.52M
Credit capital investments	178.00K	1.30%	$1.38M

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	22.21M	0.01%	16.73M
Norges bank	13.71M	0.01%	13.71M
Barclays	9.56M	0.02%	7.20M
Goldman sachs group	16.74M	0.02%	6.19M
Contour asset management	4.97M	0.76%	4.97M

Top Sellers

Holder	Shares	% Assets	Change
Man group	3.37M	0.04%	-8.12M
Hennessy advisors	-	-	-6.97M
Hsbc	7.18M	0.02%	-6.32M
Invesco	4.96M	0.00%	-5.97M
Point72 asset management	-	-	-3.31M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	13.71M	0.01%	13.71M	$106.56M
Contour asset management	4.97M	0.76%	4.97M	$30.42M
Diameter capital partners lp	3.30M	1.25%	3.30M	$20.20M
Lonestar capital management	1.00M	0.89%	1.00M	$6.12M
Eam investors	531.22K	0.46%	531.22K	$4.13M

Sold Out

Holder	Change
Salem investment counselors	-1.00
Claris advisors, llc / mo /	-1.00
Transamerica financial advisors	-1.00
Cbiz investment advisory services	-2.00
Hollencrest capital management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	446	-23.24%	555,522,621	-16.87%	55	1.23%	219	-5.19%	105	-35.98%
Sep 30, 2025	547	-3.36%	663,895,746	-2.55%	66	1.42%	219	-8.37%	154	-4.35%
Jun 30, 2025	558	-2.11%	711,968,699	1.84%	71	1.44%	233	1.75%	163	-12.37%
Mar 31, 2025	8	-98.66%	3,540,499	-99.49%	-	0.01%	2	-99.28%	3	-98.05%
Dec 31, 2024	576	6.86%	689,550,873	7.25%	69	1.65%	270	7.57%	152	22.58%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	56.95M	5.56%	-10.54M
Vanguard US Total Market Shares ETF	32.05M	3.13%	24.83K
Vanguard Total Stock Mkt Idx Inv	29.19M	2.85%	68.22K
iShares Russell 2000 ETF	23.01M	2.25%	23.01M
Vanguard Small Cap Index	20.91M	2.04%	-2.85K
Vanguard Small Cap Value Index Inv	13.42M	1.31%	-101.72K
First Trust Cloud Computing ETF	11.07M	1.08%	25.21K
Vanguard Institutional Extnd Mkt Idx Tr	10.19M	0.99%	20.32K
Fidelity Small Cap Index	9.64M	0.94%	50.12K
iShares Russell 2000 Value ETF	9.18M	0.90%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 20, 2026	Linear Diankha	-	Sell	$355.05K
Feb 05, 2026	Johnson Kathleen E	President & CEO	Buy	$499.93K
Aug 14, 2025	Stansbury Christopher	EVP and CFO	Buy	$77.23K
Aug 14, 2025	Stansbury Christopher	EVP and CFO	Buy	$51.49K
Aug 15, 2025	Stansbury Christopher	EVP and CFO	Buy	$51.05K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	1	1
2025 Q4	-	-
2025 Q3	5	-
2025 Q2	-	-
2025 Q1	-	-

LUMN Ownership FAQ

Who Owns Lumen?

Lumen shareholders are primarily institutional investors at 55.86%, followed by 8.10% insiders and 36.04% retail investors. The average institutional ownership in Lumen's industry, Telecom Stocks , is 25.56%, which Lumen exceeds.

Who owns the most shares of Lumen?

Lumen’s largest shareholders are Blackrock (148.83M shares, 15.11%), Blackrock funding, inc. /de (142.46M shares, 14.32%), and Vanguard group (111.86M shares, 11.25%). Together, they hold 40.68% of Lumen’s total shares outstanding.

Does Blackrock own Lumen?

Yes, BlackRock owns 15.11% of Lumen, totaling 148.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 163.72M$. In the last quarter, BlackRock increased its holdings by 297.68K shares, a 0.20% change.

Who is Lumen’s biggest shareholder by percentage of total assets invested?

Lm asset (im) is Lumen’s biggest shareholder by percentage of total assets invested, with 47.14% of its assets in 10.19M Lumen shares, valued at 62.34M$.

Who is the top mutual fund holder of Lumen shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Lumen shares, with 5.56% of its total shares outstanding invested in 56.95M Lumen shares.

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