Lumen Technologies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:LUMN * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Sep 24	BuyMex$931,572	James Fowler	Individual	10,000	Mex$93.16
02 May 24	BuyMex$16,262,739	Kathleen Johnson	Individual	750,000	Mex$21.68
01 Mar 24	BuyMex$816,976	Laurie Siegel	Individual	30,000	Mex$27.23
26 Feb 24	BuyMex$1,254,801	T. Glenn	Individual	50,000	Mex$25.10
13 Feb 24	BuyMex$971,196	James Fowler	Individual	33,500	Mex$29.09
09 Feb 24	BuyMex$769,460	James Fowler	Individual	30,000	Mex$25.65

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LUMN *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	473,359	0.0466%
Individual Insiders	22,889,481	2.26%
General Public	332,648,008	32.8%
Institutions	658,801,398	64.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 54.69% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.7%	BlackRock, Inc.	148,651,288	Mex$17.4b	-0.12%	0.01%
11.5%	The Vanguard Group, Inc.	116,775,950	Mex$13.6b	-1.13%	0.01%
4.98%	State Street Global Advisors, Inc.	50,570,374	Mex$5.9b	-0.02%	0.01%
3.04%	Charles Schwab Investment Management, Inc.	30,811,812	Mex$3.6b	-3.89%	0.03%
2.3%	Geode Capital Management, LLC	23,344,313	Mex$2.7b	1.67%	0.01%
1.96%	First Trust Advisors LP	19,853,799	Mex$2.3b	1.23%	0.09%
1.8%	HSBC Global Asset Management (UK) Limited	18,218,033	Mex$2.1b	-6.48%	0.04%
1.5%	Arrowstreet Capital, Limited Partnership	15,254,466	Mex$1.8b	0%	0.07%
1.16%	Front Street Capital Management, Inc.	11,809,745	Mex$1.4b	1.27%	11.45%
1.12%	Northern Trust Global Investments	11,372,293	Mex$1.3b	0.18%	0.01%
1.1%	Palestra Capital Management LLC	11,167,585	Mex$1.3b	0%	1.92%
1.03%	Two Sigma Investments, LP	10,409,253	Mex$1.2b	-21.1%	0.14%
0.92%	Morgan Stanley, Investment Banking and Brokerage Investments	9,368,029	Mex$1.1b	-20.9%	0.01%
0.9%	Kathleen Johnson	9,167,613	Mex$1.1b	-0.56%	no data
0.87%	Two Sigma Advisers, LP	8,820,214	Mex$1.0b	-41.3%	0.11%
0.83%	BNY Asset Management	8,432,713	Mex$985.5m	-9.49%	0.01%
0.65%	Renaissance Technologies LLC	6,614,300	Mex$773.0m	-25.5%	0.05%
0.64%	Voloridge Investment Management, LLC	6,464,070	Mex$755.4m	0%	0.13%
0.6%	Pacific Investment Management Company LLC	6,079,904	Mex$710.5m	16.9%	0.12%
0.58%	Barclays PLC Private Banking & Investment Banking Investment	5,888,374	Mex$688.1m	3.46%	0.02%
0.58%	Goldman Sachs Group, Investment Banking and Securities Investments	5,875,373	Mex$686.6m	88.1%	0.02%
0.54%	D. E. Shaw & Co., L.P.	5,500,770	Mex$642.9m	-28.4%	0.04%
0.53%	Invesco Capital Management LLC	5,339,556	Mex$624.0m	-67.1%	0.01%
0.47%	Principal Global Investors, LLC	4,793,909	Mex$560.2m	-4.26%	0.01%
0.43%	Christopher Stansbury	4,379,621	Mex$511.8m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/06 00:57
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lumen Technologies, Inc. is covered by 40 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Christopher Watts	Atlantic Equities LLP
Peter Rhamey	BMO Capital Markets Equity Research