Lumen Ownership | Who Owns Lumen?
Lumen Ownership Summary
Lumen is owned by 66.97% institutional investors, 8.04% insiders, and 24.99% 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 5.96% of its assets in Lumen shares.
LUMN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lumen | 66.97% | 8.04% | 24.99% |
| Sector | Communication Services Stocks | 31.39% | 16.65% | 51.96% |
| Industry | Telecom Stocks | 30.69% | 13.56% | 55.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 148.83M | 15.11% | $163.72M |
| Blackrock funding, inc. /de | 145.28M | 14.66% | $889.09M |
| Vanguard group | 113.55M | 11.46% | $694.94M |
| State street | 45.22M | 4.56% | $276.77M |
| Geode capital management | 22.27M | 2.25% | $136.33M |
| Charles schwab investment management | 17.92M | 1.81% | $109.65M |
| Dimensional fund advisors lp | 17.40M | 1.76% | $106.45M |
| First trust advisors lp | 16.43M | 1.66% | $100.56M |
| Norges bank | 11.98M | 1.21% | $63.64M |
| Renaissance | 11.30M | 1.14% | $69.17M |
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 |
| Aigh capital management | 2.55M | 4.40% | $15.61M |
| Van den berg management i | 2.41M | 3.70% | $14.77M |
| Capwealth advisors | 5.49M | 3.03% | $33.63M |
| 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 |
| Diameter capital partners lp | 3.30M | 1.25% | $20.20M |
| Credit capital investments | 150.00K | 1.03% | $918.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.98M | 0.01% | 11.98M |
| Contour asset management | 4.97M | 0.76% | 4.97M |
| Fmr | 10.07M | 0.00% | 4.77M |
| Gendell jeffrey l | 4.22M | 0.48% | 3.67M |
| Diameter capital partners lp | 3.30M | 1.25% | 3.30M |
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 |
| Jpmorgan chase | 5.48M | 0.00% | -5.84M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.98M | 0.01% | 11.98M | $63.64M |
| Contour asset management | 4.97M | 0.76% | 4.97M | $30.42M |
| Diameter capital partners lp | 3.30M | 1.25% | 3.30M | $20.20M |
| Vaughan nelson investment management | 3.01M | 0.17% | 3.01M | $18.44M |
| Aigh capital management | 2.55M | 4.40% | 2.55M | $15.61M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Claris advisors, llc / mo / | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 533 | 13.65% | 642,938,610 | -0.44% | 65 | 1.51% | 251 | 53.99% | 119 | -19.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 61.15M | 5.96% | - |
| 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 | 22.99M | 2.24% | - |
| Vanguard Small Cap Index | 22.41M | 2.18% | -149.61K |
| Vanguard Small Cap Value Index Inv | 14.44M | 1.41% | 42.04K |
| First Trust Cloud Computing ETF | 13.37M | 1.30% | 138.74K |
| 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
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