Also trades as: 0HVP.L (LSE) · $vol 0M
LUMN Institutional Ownership
Lumen Technologies, Inc.
1W: -0.7%
1M: -22.4%
3M: -28.4%
YTD: -42.4%
1Y: -43.1%
3Y: +218.7%
5Y: -60.1%
$4.69
+0.26 (+5.87%)
After Hours: $4.68 (-0.01, -0.21%)
Weekly Expected Move ±8.6%
$4
$4
$5
$5
$5
Credit Risk of going bust: higher than 91% of companies Debt: 74.7% of company value Bonds: $132.1M held by 127 funds, 324 bp over Treasuries → details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.97 (down 78%), Lumen Technologies, Inc. would be worth roughly what it owes.
Total debt $13.49B against a stock market value of $4.57B.
Distance to default 1.46 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $6.63B (short-term plus half of long-term), stock volatility 75.7%; Altman Z'' -2.31. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.97 (down 78%), Lumen Technologies, Inc. would be worth roughly what it owes.
Total debt $13.49B against a stock market value of $4.57B.
Distance to default 1.46 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $6.63B (short-term plus half of long-term), stock volatility 75.7%; Altman Z'' -2.31. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — LUMN
686
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
89
New Positions
198
Increased
238
Reduced
55
Closed
0.81
Put/Call Ratio
Ownership Trends
Top Institutional Holders (747 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 142,261,845 | $630M | +4,796,141 | +3.5% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 61,471,506 | $272M | -648,403 | -1.0% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 48,003,189 | $213M | +1,990,860 | +4.3% | 22Q | SEC ↗ |
| 4 | FMR LLC | 45,326,716 | $201M | +13,914,796 | +44.3% | 22Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 42,038,158 | $186M | +406,949 | +1.0% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 24,824,381 | $110M | +1,956,800 | +8.6% | 22Q | SEC ↗ |
| 7 | D. E. Shaw & Co., Inc. | 17,493,715 | $77M | +2,459,602 | +16.4% | 22Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 16,979,054 | $75M | -5,564,891 | -24.7% | 15Q | SEC ↗ |
| 9 | Sixth Street Partners Management Compa NEW | 15,969,245 | $71M | — | +0.0% | 1Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 15,969,245 | $71M | -1,206,323 | -7.0% | 15Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 14,609,695 | $65M | -384,945 | -2.6% | 22Q | SEC ↗ |
| 12 | Front Street Capital Management, Inc. NEW | 12,171,321 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 13 | MORGAN STANLEY | 12,022,512 | $53M | +131,825 | +1.1% | 22Q | SEC ↗ |
| 14 | NORGES BANK NEW | 11,331,679 | $50M | — | +0.0% | 1Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 11,152,073 | $49M | +548,581 | +5.2% | 22Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 10,489,367 | $46M | +4,886,999 | +87.2% | 22Q | SEC ↗ |
| 17 | FIRST TRUST ADVISORS LP | 10,142,312 | $45M | -2,630,411 | -20.6% | 22Q | SEC ↗ |
| 18 | Allianz Asset Management GmbH | 10,074,316 | $45M | +1,585,083 | +18.7% | 22Q | SEC ↗ |
| 19 | Invesco Ltd. | 9,819,582 | $44M | +663,148 | +7.2% | 22Q | SEC ↗ |
| 20 | HSBC HOLDINGS PLC | 9,685,625 | $43M | +919,605 | +10.5% | 22Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 9,170,870 | $41M | -549,697 | -5.7% | 11Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 8,622,421 | $38M | -13,848,837 | -61.6% | 22Q | SEC ↗ |
| 23 | CapWealth Advisors, LLC | 7,121,417 | $32M | +111,254 | +1.6% | 22Q | SEC ↗ |
| 24 | Nuveen, LLC | 6,873,814 | $30M | +1,522,113 | +28.4% | 6Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 6,279,551 | $28M | -233,184 | -3.6% | 2Q | SEC ↗ |
| 26 | Curi Capital, LLC | 5,872,238 | $26M | +22 | +0.0% | 5Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP | 5,502,721 | $24M | -342,150 | -5.9% | 14Q | SEC ↗ |
| 28 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 5,474,299 | $24M | +173,734 | +3.3% | 4Q | SEC ↗ |
| 29 | GENDELL JEFFREY L | 4,986,216 | $22M | +225,000 | +4.7% | 7Q | SEC ↗ |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 4,777,625 | $21M | -3,176,681 | -39.9% | 8Q | SEC ↗ |
| 31 | VICTORY CAPITAL MANAGEMENT INC | 4,768,913 | $21M | +4,618,090 | +3061.9% | 22Q | SEC ↗ |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 4,581,685 | $20M | -30,064 | -0.7% | 22Q | SEC ↗ |
| 33 | Public Sector Pension Investment Board | 4,477,167 | $20M | +751,397 | +20.2% | 22Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 4,257,839 | $19M | +2,811,652 | +194.4% | 7Q | SEC ↗ |
| 35 | LM Asset Management Inc. | 4,202,000 | $19M | -755,000 | -15.2% | 7Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 3,551,176 | $16M | +541,035 | +18.0% | 15Q | SEC ↗ |
| 37 | UBS Group AG | 3,237,874 | $14M | -1,115,156 | -25.6% | 22Q | SEC ↗ |
| 38 | Connor, Clark & Lunn Investment Manage | 3,224,852 | $14M | -998,403 | -23.6% | 15Q | SEC ↗ |
| 39 | UBS AM, a distinct business unit of UB | 3,163,211 | $14M | -152,588 | -4.6% | 21Q | SEC ↗ |
| 40 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 3,062,617 | $14M | +838,617 | +37.7% | 4Q | SEC ↗ |
| 41 | MARSHALL WACE, LLP | 2,885,264 | $13M | +1,804,439 | +167.0% | 7Q | SEC ↗ |
| 42 | Penn Capital Management Company, LLC | 2,547,003 | $11M | -160,651 | -5.9% | 4Q | SEC ↗ |
| 43 | Voleon Capital Management LP | 2,524,841 | $11M | +922,538 | +57.6% | 7Q | SEC ↗ |
| 44 | Legal & General Group Plc | 2,414,163 | $11M | -97,098 | -3.9% | 22Q | SEC ↗ |
| 45 | RHUMBLINE ADVISERS | 2,408,555 | $11M | -203,676 | -7.8% | 23Q | SEC ↗ |
| 46 | VAN DEN BERG MANAGEMENT I, INC | 2,383,170 | $11M | -44,692 | -1.8% | 22Q | SEC ↗ |
| 47 | FEDERATED HERMES, INC. | 2,320,790 | $10M | -557,682 | -19.4% | 22Q | SEC ↗ |
| 48 | Swiss National Bank | 1,911,600 | $8M | -16,800 | -0.9% | 22Q | SEC ↗ |
| 49 | BESSEMER GROUP INC | 1,892,902 | $8M | +1,285,515 | +211.6% | 8Q | SEC ↗ |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 1,890,521 | $8M | -28,176 | -1.5% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 15,969,245 | $71M |
| Front Street Capital Management, In | 12,171,321 | $54M |
| NORGES BANK | 11,331,679 | $50M |
| T. Rowe Price Investment Management | 1,513,074 | $7M |
| Jupiter Topco LLC | 1,225,077 | $5M |
| CANADA LIFE ASSURANCE Co | 882,151 | $4M |
| Hillsdale Investment Management Inc | 505,900 | $2M |
| WINTON GROUP Ltd | 484,380 | $2M |
| SORA INVESTORS LLC | 336,666 | $1M |
| CAXTON ASSOCIATES LLP | 246,941 | $1M |
| VARCOV Co. | 237,007 | $1M |
| Gotham Asset Management, LLC | 193,500 | $857K |
| HUSSMAN STRATEGIC ADVISORS, INC. | 147,000 | $651K |
| ZACKS INVESTMENT MANAGEMENT | 117,382 | $520K |
| Jefferies Financial Group Inc. | 83,273 | $369K |
| SIMPLEX TRADING, LLC | 76,474 | $339K |
| New Age Alpha Advisors, LLC | 73,077 | $324K |
| Old West Investment Management, LLC | 65,735 | $291K |
| GK Wealth Management LLC | 42,647 | $189K |
| Fulcrum Asset Management LLP | 41,360 | $183K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Palestra Capital Management LLC | 11,167,585 | $49M |
| JANE STREET GROUP, LLC | 5,150,575 | $23M |
| Balyasny Asset Management L.P. | 1,678,951 | $7M |
| AustralianSuper Pty Ltd | 1,381,488 | $6M |
| ExodusPoint Capital Management, LP | 993,213 | $4M |
| Informed Momentum Co LLC | 531,219 | $2M |
| Trexquant Investment LP | 394,740 | $2M |
| Alberta Investment Management Corp | 275,800 | $1M |
| PFA Pension, Forsikringsaktieselska | 275,662 | $1M |
| BI Asset Management Fondsmaeglersel | 275,662 | $1M |
| Verition Fund Management LLC | 194,750 | $863K |
| Private Advisory Group LLC | 154,409 | $684K |
| PANAGORA ASSET MANAGEMENT INC | 152,038 | $674K |
| Massar Capital Management, LP | 146,708 | $650K |
| HRT FINANCIAL LP | 144,515 | $640K |
| SOL Capital Management CO | 123,027 | $545K |
| OXFORD ASSET MANAGEMENT LLP | 118,413 | $525K |
| Belpointe Asset Management LLC | 98,966 | $438K |
| Fortis Capital Advisors, LLC | 98,966 | $438K |
| Blueshift Asset Management, LLC | 85,719 | $380K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +13,914,796 | +44.3% | 45,326,716 |
| Bank of New York Mellon Corp | +4,886,999 | +87.2% | 10,489,367 |
| BlackRock, Inc. | +4,796,141 | +3.5% | 142,261,845 |
| VICTORY CAPITAL MANAGEMENT INC | +4,618,090 | +3061.9% | 4,768,913 |
| BNP PARIBAS FINANCIAL MARKETS | +2,811,652 | +194.4% | 4,257,839 |
| D. E. Shaw & Co., Inc. | +2,459,602 | +16.4% | 17,493,715 |
| STATE STREET CORP | +1,990,860 | +4.3% | 48,003,189 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,956,800 | +8.6% | 24,824,381 |
| MARSHALL WACE, LLP | +1,804,439 | +167.0% | 2,885,264 |
| Allianz Asset Management GmbH | +1,585,083 | +18.7% | 10,074,316 |
| Nuveen, LLC | +1,522,113 | +28.4% | 6,873,814 |
| BESSEMER GROUP INC | +1,285,515 | +211.6% | 1,892,902 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,170,883 | +237.0% | 1,664,844 |
| Voleon Capital Management LP | +922,538 | +57.6% | 2,524,841 |
| HSBC HOLDINGS PLC | +919,605 | +10.5% | 9,685,625 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +838,617 | +37.7% | 3,062,617 |
| Public Sector Pension Investment Bo | +751,397 | +20.2% | 4,477,167 |
| WELLS FARGO & COMPANY/MN | +676,833 | +88.3% | 1,443,573 |
| Man Group plc | +676,042 | +588.1% | 790,988 |
| Invesco Ltd. | +663,148 | +7.2% | 9,819,582 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -13,848,837 | -61.6% | 8,622,421 |
| BARCLAYS PLC | -11,343,813 | -97.2% | 321,656 |
| GOLDMAN SACHS GROUP INC | -5,564,891 | -24.7% | 16,979,054 |
| MILLENNIUM MANAGEMENT LLC | -3,452,639 | -75.5% | 1,118,576 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -3,176,681 | -39.9% | 4,777,625 |
| FIRST TRUST ADVISORS LP | -2,630,411 | -20.6% | 10,142,312 |
| TUDOR INVESTMENT CORP ET AL | -2,161,937 | -89.4% | 256,676 |
| BRIGADE CAPITAL MANAGEMENT, LP | -1,300,000 | -70.3% | 550,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,206,323 | -7.0% | 15,969,245 |
| CITIGROUP INC | -1,179,051 | -40.2% | 1,753,677 |
| SG Americas Securities, LLC | -1,117,575 | -91.9% | 99,094 |
| UBS Group AG | -1,115,156 | -25.6% | 3,237,874 |
| Connor, Clark & Lunn Investment Man | -998,403 | -23.6% | 3,224,852 |
| CITADEL ADVISORS LLC | -818,994 | -32.4% | 1,705,319 |
| WESTERLY CAPITAL MANAGEMENT, LLC | -800,000 | -36.4% | 1,400,000 |
| LM Asset Management Inc. | -755,000 | -15.2% | 4,202,000 |
| Jump Financial, LLC | -703,245 | -79.9% | 176,857 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -648,403 | -1.0% | 61,471,506 |
| Aquatic Capital Management LLC | -625,027 | -86.4% | 98,364 |
| Mitsubishi UFJ Trust & Banking Corp | -607,848 | -81.6% | 137,269 |