Lumen Ownership | Who Owns Lumen?

Overview Forecast RevenueFinancials Chart Transcripts

Lumen Ownership Summary

Lumen is owned by 71.82% institutional investors, 8.03% insiders, and 20.14% 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 5.97% of its assets in Lumen shares.

LUMN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lumen	71.82%	8.03%	20.14%
Sector	Communication Services Stocks	46.53%	15.90%	37.58%
Industry	Telecom Stocks	40.63%	11.79%	47.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	148.83M	15.11%	$163.72M
Blackrock funding, inc. /de	148.37M	14.97%	$649.84M
Vanguard group	109.30M	11.05%	$580.39M
State street	50.19M	5.07%	$266.52M
Charles schwab investment management	26.47M	2.68%	$140.57M
Geode capital management	23.37M	2.36%	$124.15M
First trust advisors lp	18.23M	1.84%	$96.81M
Hsbc	17.75M	1.80%	$95.75M
Morgan stanley	12.24M	1.24%	$13.46M
Norges bank	11.98M	1.21%	$63.64M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Westerly capital management	2.55M	4.14%	$11.17M
Van den berg management i	2.42M	3.01%	$10.60M
Brigade capital management, lp	2.90M	2.91%	$12.70M
Capwealth advisors	4.39M	1.89%	$19.23M
Palestra capital management	11.17M	1.42%	$48.91M
Hennessy advisors	6.97M	1.02%	$30.51M
Credit capital investments	150.00K	0.92%	$657.00K
Clayton partners	175.00K	0.64%	$766.50K
Karpas strategies	1.37M	0.47%	$1.51M
Dcm advisors	169.20K	0.32%	$741.10K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	11.98M	0.01%	11.98M
Ubs group	9.63M	0.01%	8.00M
Dimensional fund advisors lp	9.81M	0.01%	7.72M
Palestra capital management	11.17M	1.42%	7.42M
Renaissance	11.66M	0.09%	5.05M

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	109.30M	0.01%	-7.47M
Morgan stanley	12.24M	0.00%	-5.81M
Charles schwab investment management	26.47M	0.03%	-4.34M
Barclays	2.46M	0.00%	-3.74M
Arrowstreet capital, limited partnership	8.12M	0.03%	-2.99M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	11.98M	0.01%	11.98M	$63.64M
Rmb capital management	3.23M	0.27%	3.23M	$14.14M
Brigade capital management, lp	2.90M	2.91%	2.90M	$12.70M
Canada pension plan investment board	1.86M	0.01%	1.86M	$8.15M
Panagora asset management	1.12M	0.03%	1.12M	$5.96M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-1.00
Nbc securities	-1.00
Cbiz investment advisory services	-2.00
Pacer advisors	-4.00
Hollencrest capital management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	533	13.65%	642,938,610	-0.44%	65	1.51%	251	53.99%	119	-19.05%
Jun 30, 2024	466	-6.99%	645,577,019	-3.23%	65	1.43%	161	-10.56%	146	-4.58%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	61.31M	5.97%	-
Vanguard US Total Market Shares ETF	32.05M	3.13%	24.83K
Vanguard Total Stock Mkt Idx Inv	28.71M	2.80%	-604.08K
iShares Russell 2000 ETF	22.50M	2.19%	-427.56K
Vanguard Small Cap Index	22.41M	2.18%	-149.61K
First Trust Cloud Computing ETF	15.87M	1.55%	-
Vanguard Small Cap Value Index Inv	14.44M	1.41%	42.04K
Vanguard Institutional Extnd Mkt Idx Tr	11.03M	1.07%	-4.80M
Fidelity Small Cap Index	9.57M	0.93%	-685.20K
iShares Russell 2000 Value ETF	9.18M	0.90%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 15, 2025	Stansbury Christopher	EVP and CFO	Buy	$75.46K
Aug 14, 2025	Stansbury Christopher	EVP and CFO	Buy	$77.23K
Aug 15, 2025	Stansbury Christopher	EVP and CFO	Buy	$51.05K
Aug 14, 2025	Stansbury Christopher	EVP and CFO	Buy	$51.49K
Aug 05, 2025	Johnson Kathleen E	President & CEO	Buy	$501.78K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	5	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	1	-

LUMN Ownership FAQ

Who Owns Lumen?

Lumen shareholders are primarily institutional investors at 71.82%, followed by 8.03% insiders and 20.15% retail investors. The average institutional ownership in Lumen's industry, Telecom Stocks , is 40.63%, 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 (148.37M shares, 14.97%), and Vanguard group (109.3M shares, 11.05%). Together, they hold 41.13% 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?

Westerly capital management is Lumen’s biggest shareholder by percentage of total assets invested, with 4.14% of its assets in 2.55M Lumen shares, valued at 11.17M$.

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 5.97% of its total shares outstanding invested in 61.31M Lumen shares.

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