Lumen Ownership | Who Owns Lumen?
Lumen Ownership Summary
Lumen is owned by 65.02% institutional investors, 7.56% insiders, and 27.42% 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 6.41% of its assets in Lumen shares.
LUMN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lumen | 65.02% | 7.56% | 27.42% |
| Sector | Communication Services Stocks | 41.41% | 13.19% | 45.40% |
| Industry | Telecom Stocks | 36.73% | 13.14% | 50.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 148.83M | 15.11% | $163.72M |
| Vanguard group | 118.12M | 11.99% | $129.93M |
| State street | 50.58M | 5.14% | $55.64M |
| Charles schwab investment management | 32.06M | 3.26% | $35.26M |
| Geode capital management | 22.96M | 2.33% | $25.26M |
| First trust advisors lp | 19.61M | 1.99% | $21.57M |
| Hsbc | 19.48M | 1.98% | $20.19M |
| Invesco | 16.95M | 1.72% | $18.65M |
| Two sigma advisers, lp | 15.03M | 1.53% | $16.53M |
| Two sigma investments, lp | 13.19M | 1.34% | $14.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capwealth advisors | 3.83M | 2.23% | $20.36M |
| Hennessy advisors | 8.49M | 1.34% | $45.09M |
| Van den berg management i | 2.52M | 0.82% | $2.77M |
| Palestra capital management | 11.17M | 0.48% | $12.28M |
| Karpas strategies | 1.37M | 0.47% | $1.51M |
| Polianta | 130.40K | 0.33% | $692.00K |
| Mraz, amerine & associates | 313.48K | 0.30% | $1.66M |
| Crescent park management | 400.00K | 0.20% | $440.00K |
| Bsw wealth partners | 165.09K | 0.13% | $876.64K |
| Mariner investment group | 100.00K | 0.11% | $531.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hennessy advisors | 8.49M | 1.34% | 8.49M |
| Invesco | 16.95M | 0.00% | 4.51M |
| Millennium management | 7.85M | 0.00% | 4.44M |
| Charles schwab investment management | 32.06M | 0.01% | 1.25M |
| Aqr capital management | 3.62M | 0.01% | 1.25M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 19.61M | 0.02% | -8.21M |
| D. e. shaw | 7.68M | 0.01% | -5.92M |
| Morgan stanley | 12.24M | 0.00% | -5.81M |
| Foundation resource management | - | - | -2.69M |
| Two sigma advisers, lp | 15.03M | 0.04% | -2.40M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hennessy advisors | 8.49M | 1.34% | 8.49M | $45.09M |
| Lombard odier asset management (usa) | 900.00K | 0.07% | 900.00K | $990.00K |
| Corebridge financial | 587.26K | 0.00% | 587.26K | $645.99K |
| Mirae asset global etfs | 510.88K | 0.00% | 510.88K | $561.97K |
| Crescent park management | 400.00K | 0.20% | 400.00K | $440.00K |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Hollencrest capital management | -4.00 |
| Register financial advisors | -9.00 |
| Livelsberger financial advisory | -9.00 |
| Mv capital management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 518 | -9.76% | 662,761,260 | -5.95% | 67 | 1.32% | 168 | -18.45% | 192 | -15.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 65.08M | 6.41% | - |
| Vanguard Total Stock Mkt Idx Inv | 28.72M | 2.83% | -3.11M |
| iShares Russell 2000 ETF | 27.51M | 2.71% | -4.17K |
| Vanguard Small Cap Index | 23.26M | 2.29% | -2.39M |
| First Trust Cloud Computing ETF | 16.51M | 1.63% | - |
| Vanguard Small Cap Value Index Inv | 15.44M | 1.52% | -1.90M |
| Vanguard Institutional Extnd Mkt Idx Tr | 15.39M | 1.52% | 176.73K |
| Schwab Fundamental U.S. Large CompanyETF | 10.39M | 1.02% | - |
| Fidelity Small Cap Index | 10.26M | 1.01% | -69.09K |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 9.31M | 0.92% | - |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 5 | - |
| 2023 Q4 | 3 | - |
LUMN Ownership FAQ
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