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Lumen Technologies, Inc.

LUMN
Exchange
NYSE
Industry
Telephone Communications (No Radiotelephone)
SEC CIK
0000018926

In the last 90 days, Lumen Technologies, Inc. insiders filed 1 open-market purchase and 0 sales; 623 institutions reported holding it in 13F filings for Q2 2026, worth $5.60B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Lumen Technologies, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
722
+18 vs. Q1 2021
Shares held
842.7M
+19.6M (+2.4%) vs. Q1 2021
Total value
$11.4B
+$459.9M (+4.2%) vs. Q1 2021
New holders
95
272 more added
Sold out
77
218 more reduced

5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LUMN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 722 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ2 2021: $11.4B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2021.

Institutions holding LUMN in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.1$00.00%−806−99.9%Reduced
HM Payson & Co30$00.00%00.0%Unchanged
Credit Agricole S A6$00.00%00.0%Unchanged
Covington Capital Management22$00.00%+1+4.8%Added
Westside Investment Management, Inc.42$00.00%00.0%Unchanged
Hudock, Inc.38$00.00%+1+2.7%Added
Baystate Wealth Management LLC12$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$00.00%00.0%Unchanged
Jacobi Capital Management LLC24$00.00%00.0%Unchanged
NVWM, LLC9$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC30$00.00%00.0%Unchanged
Wagner Wealth Management, LLC33$00.00%00.0%Unchanged
Red Cedar Capital, LLC1$00.00%00.0%Unchanged
Johnson Midwest Financial, LLC16$00.00%00.0%Unchanged
Hoey Investments, Inc9$00.00%00.0%Unchanged
Stonebridge Financial Planning Group, LLC34$00.00%00.0%Unchanged
Bellwether Advisors, LLC3$00.00%00.0%Unchanged
IronBridge Private Wealth, LLC4$00.00%00.0%Unchanged
Evermay Wealth Management LLC12$00.00%+12New
Baldrige Asset Management LLC4$00.00%+4New
Modus Advisors, LLC14$00.00%+14New
WestEnd Advisors, LLC–$1350.00%–New
Kelly Financial Services LLC12,000$8830.03%+11,117+1,259.0%Added
Aspire Private Capital, LLC100$1.00K0.00%−1,021−91.1%Reduced
Thompson Siegel & Walmsley LLC53$1.00K0.00%00.0%Unchanged
Truehand, Inc48$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.47$1.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.44$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC108$1.00K0.00%+2+1.9%Added
BerganKDV Wealth Management, LLC93$1.00K0.00%+31+50.0%Added
Savior LLC41$1.00K0.00%00.0%Unchanged
TFC Financial Management51$1.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC38$1.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.52$1.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC38$1.00K0.00%00.0%Unchanged
Paradigm, Strategies in Wealth Management, LLC56$1.00K0.00%+56New
West Paces Advisors Inc.87$1.18K0.00%+87New
Raffa Wealth Management, LLC123$1.67K0.00%+1+0.8%Added
Capital Advisory Group Advisory Services, LLC135$2.00K0.00%−250−64.9%Reduced
FinTrust Capital Advisors, LLC157$2.00K0.00%−163−50.9%Reduced
Pflug Koory, LLC168$2.00K0.00%−85−33.6%Reduced
Massmutual Trust Co FSB135$2.00K0.00%+22+19.5%Added
Reilly Financial Advisors, LLC144$2.00K0.00%−8−5.3%Reduced
Sageworth Trust Co156$2.00K0.00%00.0%Unchanged
American Research & Management Co.142$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors116$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.137$2.00K0.00%00.0%Unchanged
Performa Ltd (US), LLC175$2.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC123$2.00K0.00%00.0%Unchanged
First National Bank of South Miami126$2.00K0.00%00.0%Unchanged
Vectors Research Management, LLC116$2.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.116$2.00K0.00%00.0%Unchanged
Key Financial Inc176$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC140$2.00K0.00%00.0%Unchanged
Beck Bode, LLC150$2.00K0.00%+150New
CVA Family Office, LLC200$3.00K0.00%−130−39.4%Reduced
Montag A & Associates Inc195$3.00K0.00%00.0%Unchanged
Toronto Dominion Bank250$3.00K0.00%00.0%Unchanged
TD Capital Management LLC205$3.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.221$3.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC250$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC206$3.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC224$3.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.250$3.00K0.00%00.0%Unchanged
CoreFirst Bank & Trust225$3.00K0.00%00.0%Unchanged
Norway Savings Bank185$3.00K0.00%00.0%Unchanged
Pacific Center for Financial Services254$3.00K0.00%+239+1,593.3%Added
SRS Capital Advisors, Inc.216$3.00K0.00%+216New
MV Capital Management, Inc.204$3.00K0.00%+204New
Lake Point Wealth Management254$3.00K0.00%+254New
Avion Wealth217$3.00K0.00%+217New
Whittier Trust Co of Nevada Inc328$4.00K0.00%00.0%Unchanged
TCTC Holdings, LLC317$4.00K0.00%00.0%Unchanged
First Bank & Trust275$4.00K0.00%00.0%Unchanged
Glassman Wealth Services304$4.00K0.00%+113+59.2%Added
FormulaFolio Investments, LLC290$4.00K0.00%+290New
Wealth Quarterback LLC240$4.00K0.00%+240New
Iron Horse Wealth Management, LLC350$5.00K0.00%00.0%Unchanged
Resolute Partners Group394$5.00K0.00%00.0%Unchanged
First Horizon Corp406$5.00K0.00%+406New
Baldwin Brothers Inc350$5.00K0.00%+350New
Lee Financial Co372$5.00K0.00%+372New
Clean Yield Group350$5.00K0.00%+350New
TD Ameritrade Investment Management, LLC416$6.00K0.00%−444−51.6%Reduced
Markston International LLC450$6.00K0.00%00.0%Unchanged
Arlington Partners LLC474$6.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC446$6.00K0.00%00.0%Unchanged
Investors Research Corp415$6.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.486$6.00K0.00%−19−3.8%Reduced
Exane Derivatives476$6.33K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.491$6.67K0.00%+174+54.9%Added
Sentry Investment Management LLC546$7.00K0.00%−8,968−94.3%Reduced
Earnest Partners LLC505$7.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC492$7.00K0.00%00.0%Unchanged
Versant Capital Management, Inc593$8.00K0.00%−3,722−86.3%Reduced
IAG Wealth Partners, LLC552$8.00K0.00%−700−55.9%Reduced
Evoke Wealth, LLC585$8.00K0.00%−302−34.0%Reduced
Tarbox Family Office, Inc.612$8.00K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA600$8.15K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC650$9.00K0.00%00.0%Unchanged