This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LUMN/capital-change-brief"
Use Arkolith's capital_change_brief for LUMN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $955.4M | 137.5M | ▼−3.5% Reduced · −5.0M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $431.7M | 62.1M | ▲New +62.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $319.8M | 46.0M | ▲+2.8% Added · +1.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $289.3M | 41.6M | ▲New +41.6M sh | Q1 2026 | |
| 5 | FMR LLC | $218.3M | 31.4M | ▲+19% Added · +5.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $159.3M | 22.9M | ▲+3.4% Added · +744K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $156.7M | 22.5M | ▲+35% Added · +5.8M sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $143.6M | 22.5M | ▲+1.2% Added · +260K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119.4M | 17.2M | ▼−6.6% Reduced · −1.2M sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $104.5M | 15.0M | ▲+272% Added · +11.0M sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $104.2M | 15.0M | ▲+1.0% Added · +145K sh | Q1 2026 | |
| 12 | NORGES BANK | $106.6M | 13.7M | ▲+25% Added · +2.8M sh | Q4 2025 | |
| 13 | FIRST TRUST ADVISORS LP | $88.8M | 12.8M | ▼−8.4% Reduced · −1.2M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $82.6M | 11.9M | ▲+18% Added · +1.8M sh | Q1 2026 | |
| 15 | BARCLAYS PLC | $81.1M | 11.7M | ▲+22% Added · +2.1M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $73.7M | 10.6M | ▼−0.9% Reduced · −97K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $67.6M | 9.7M | ▼−3.2% Reduced · −323K sh | Q1 2026 | |
| 18 | HSBC HOLDINGS PLC | $60.4M | 8.8M | ▼−4.1% Reduced · −374K sh | Q1 2026 | |
| 19 | Allianz Asset Management GmbH | $59.0M | 8.5M | ▲+1.5% Added · +122K sh | Q1 2026 | |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $55.3M | 8.0M | ▲+8.3% Added · +610K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $45.3M | 6.5M | ▲New +6.5M sh | Q1 2026 | |
| 22 | Curi Capital, LLC | $40.8M | 5.9M | ▲+74% Added · +2.5M sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $40.6M | 5.8M | ▲+27% Added · +1.2M sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $38.9M | 5.6M | ▼−7.5% Reduced · −451K sh | Q1 2026 | |
| 25 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $42.0M | 5.5M | ▲+3.3% Added · +174K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | MCMILLAN STEPHEN | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | Linear Diankha | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | GOLDBERG MICHELLE J | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | Collins Michael | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | Chilton Kevin P. | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | Bejar Martha Helena | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | Allen Quincy L | Director | Grant (A) | 25K | $238K |
| May 21, 2026 | Capossela Christopher C | Director | Grant (A) | 25K | $238K |
| May 14, 2026 | Fowler James | EVP, Chief Tech & Product Off. | Tax withholding (F) | 23K | $237K |
| May 7, 2026 | Johnson Kathleen E | Chief Executive Officer, Director | Gift (G) | 241K | $0 |
| May 7, 2026 | Johnson Kathleen E | Chief Executive Officer, Director | Gift (G) | 241K | $0 |
| Apr 20, 2026 | Hodges Jennifer A. | EVP, Chief Legal Officer | Grant (A) | 201K | $1.5M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 174 funds | $63.7B |
| META PLATFORMS INC-CLASS AMETA | 174 funds | $27.2B |
| NVIDIA CORPNVDA | 172 funds | $91.2B |
| AMAZON.COM INCAMZN | 172 funds | $46.5B |
| APPLE INCAAPL | 171 funds | $79.9B |
| ALPHABET INC-CL AGOOGL | 171 funds | $40.1B |
| BROADCOM INCAVGO | 171 funds | $31.3B |
| JPMORGAN CHASE & COJPM | 171 funds | $21.1B |
| ELI LILLY & COLLY | 171 funds | $17.4B |
| COSTCO WHOLESALE CORPCOST | 170 funds | $11.8B |
| CHEVRON CORPCVX | 170 funds | $8.4B |
| UNITEDHEALTH GROUP INCUNH | 170 funds | $5.5B |
Ranked by how many of LUMN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LUMN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.