Lumen Ownership | Who Owns Lumen?
Lumen Ownership Summary
Lumen is owned by 69.66% institutional investors, 7.74% insiders, and 22.59% 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 6.13% of its assets in Lumen shares.
LUMN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lumen | 69.66% | 7.74% | 22.59% |
| Sector | Communication Services Stocks | 31.68% | 14.81% | 53.51% |
| Industry | Telecom Stocks | 30.31% | 13.01% | 56.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 148.83M | 15.11% | $163.72M |
| Blackrock funding, inc. /de | 148.07M | 14.98% | $786.27M |
| 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 |
| Arrowstreet capital, limited partnership | 12.73M | 1.29% | $67.57M |
| Morgan stanley | 12.24M | 1.24% | $13.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Van den berg management i | 2.43M | 3.72% | $12.92M |
| Capwealth advisors | 3.83M | 2.23% | $20.36M |
| Palestra capital management | 11.17M | 1.62% | $59.30M |
| Hennessy advisors | 8.49M | 1.34% | $45.09M |
| Westerly capital management | 500.00K | 1.23% | $2.65M |
| Lonestar capital management | 400.00K | 0.78% | $2.12M |
| Karpas strategies | 1.37M | 0.47% | $1.51M |
| Polianta | 130.40K | 0.33% | $692.00K |
| Gifford fong associates | 250.00K | 0.33% | $1.33M |
| Mraz, amerine & associates | 313.48K | 0.30% | $1.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.98M | 0.01% | 11.98M |
| Hennessy advisors | 8.49M | 1.34% | 8.49M |
| Ubs group | 9.63M | 0.01% | 8.00M |
| Dimensional fund advisors lp | 9.81M | 0.01% | 7.72M |
| 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 |
| Foundation resource management | - | - | -2.69M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.98M | 0.01% | 11.98M | $63.64M |
| Hennessy advisors | 8.49M | 1.34% | 8.49M | $45.09M |
| Trexquant investment lp | 2.44M | 0.15% | 2.44M | $12.93M |
| Tudor investment corp et al | 1.29M | 0.03% | 1.29M | $6.88M |
| Panagora asset management | 1.12M | 0.03% | 1.12M | $5.96M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Transamerica financial advisors | -1.00 |
| Nbc securities | -1.00 |
| Hollencrest capital management | -4.00 |
| Voisard asset management group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 501 | -0.79% | 667,123,295 | -0.02% | 67 | 1.47% | 180 | -3.74% | 153 | -15.00% |
| Dec 31, 2023 | 505 | -2.51% | 667,247,220 | 0.68% | 67 | 1.47% | 187 | 11.31% | 180 | -6.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 62.81M | 6.13% | - |
| Vanguard US Total Market Shares ETF | 32.05M | 3.13% | 24.83K |
| Vanguard Total Stock Mkt Idx Inv | 28.80M | 2.84% | 17.20K |
| iShares Russell 2000 ETF | 26.65M | 2.60% | -230.94K |
| Vanguard Small Cap Index | 23.32M | 2.30% | 19.07K |
| First Trust Cloud Computing ETF | 16.71M | 1.63% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 15.42M | 1.52% | 21.31K |
| Vanguard Small Cap Value Index Inv | 15.37M | 1.52% | -47.60K |
| Fidelity Small Cap Index | 9.99M | 0.97% | -187.03K |
| iShares Russell 2000 Value ETF | 9.27M | 0.90% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 03, 2024 | Fowler James | - | Buy | $46.99K |
| May 02, 2024 | Johnson Kathleen E | President & CEO | Buy | $959.85K |
| Mar 01, 2024 | SIEGEL LAURIE | - | Buy | $48.00K |
| Feb 26, 2024 | GLENN T MICHAEL | - | Buy | $73.30K |
| Feb 13, 2024 | Fowler James | - | Buy | $4.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
LUMN Ownership FAQ
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