LUMN — Lumen Technologies Inc Com Institutional Holders · Q3 2026
Who owns Lumen Technologies Inc Com (LUMN)? 21 institutions reported holding $46.23M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CapWealth Advisors, LLC ($38.9M), Congress Asset Management Co ($6.7M), GK Wealth Management LLC ($130,529).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | $38.9M | 6.9M | Trimmed |
| 2 | CONGRESS ASSET MANAGEMENT CO | $6.7M | 1.2M | Added |
| 3 | GK Wealth Management LLC | $130,529 | 23,309 | Trimmed |
| 4 | Asempa Wealth Advisors | $129,727 | 23,207 | Hold |
| 5 | Farther Finance Advisors, LLC | $118,168 | 21,101 | Trimmed |
| 6 | GAMMA Investing LLC | $111,093 | 19,838 | Trimmed |
| 7 | CoreCap Advisors, LLC | $100,906 | 18,018 | Added |
| 8 | Trust Co | $32,721 | 5,843 | Trimmed |
| 9 | Versant Capital Management, Inc | $11,133 | 1,988 | Trimmed |
| 10 | MassMutual Private Wealth & Trust, FSB | $6,793 | 1,213 | Hold |
| 11 | Bullock Wealth Management Group | $2,812 | 503 | Hold |
| 12 | ARMSTRONG ADVISORY GROUP, INC | $1,255 | 224 | Hold |
| 13 | CX Institutional | $1,000 | 117 | New |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $616 | 110 | Trimmed |
| 15 | MJT & Associates Financial Advisory Group, Inc. | $488 | 87 | Hold |
| 16 | Davis Capital Management | $123 | 22 | Trimmed |
| 17 | Sarver Vrooman Wealth Advisors | $50 | 9 | Hold |
| 18 | Dorato Capital Management | $42 | 7 | Hold |
| 19 | Noble Wealth Management PBC | $0 | 0 | Exited |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
| 21 | Polaris Financial Partners | $0 | 35 | New |
Source: SEC Form 13F filings · as of 2026-09-30