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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $5.60B |
| Q1 2026 | 601 | $5.01B |
| Q4 2025 | 598 | $5.64B |
| Q3 2025 | 547 | $4.16B |
| Q2 2025 | 555 | $3.18B |
| Q1 2025 | 540 | $2.83B |
| Q4 2024 | 561 | $3.78B |
| Q3 2024 | 509 | $4.73B |
| Q2 2024 | 456 | $720.9M |
| Q1 2024 | 486 | $1.06B |
| Q4 2023 | 495 | $1.23B |
| Q3 2023 | 505 | $951.8M |
| Q2 2023 | 557 | $1.61B |
| Q1 2023 | 640 | $1.94B |
| Q4 2022 | 755 | $4.25B |
| Q3 2022 | 779 | $6.02B |
| Q2 2022 | 808 | $8.96B |
| Q1 2022 | 779 | $9.05B |
| Q4 2021 | 792 | $10.3B |
| Q3 2021 | 713 | $10.2B |
| Q2 2021 | 722 | $11.4B |
| Q1 2021 | 709 | $11.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sonora Investment Management, LLC | 748 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 750 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $10.0K | 0.01% | – | – |
| Charter Oak Capital Management, LLC | 822 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 862 | $12.0K | 0.01% | +6+0.7% | Added |
| Lloyd Advisory Services, LLC. | 872 | $12.0K | 0.01% | +353+68.0% | Added |
| Zions Bancorporation, N.A. | 880 | $12.0K | 0.00% | +880 | New |
| Alaethes Wealth LLC | 873 | $12.0K | 0.01% | +873 | New |
| Assetmark, Inc | 937 | $13.0K | 0.00% | −2,787,770−100.0% | Reduced |
| Tortoise Investment Management, LLC | 987 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 921 | $13.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 955 | $13.0K | 0.01% | +955 | New |
| WealthShield Partners, LLC | 1,020 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,014 | $14.0K | 0.00% | +64+6.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,030 | $14.0K | 0.00% | +28+2.8% | Added |
| Glen Eagle Advisors, LLC | 1,100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,274 | $17.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,232 | $17.0K | 0.01% | +3+0.2% | Added |
| Clearview Wealth Advisors LLC | 1,239 | $17.0K | 0.01% | +16+1.3% | Added |
| Harvest Fund Management Co., Ltd | 1,259 | $17.0K | 0.00% | +1,259 | New |
| Whittier Trust Co | 1,319 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,374 | $19.0K | 0.01% | −326−19.2% | Reduced |
| Sargent Bickham Lagudis LLC | 1,426 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,415 | $19.0K | 0.01% | +213+17.7% | Added |
| Loomis Sayles & Co L P | 1,386 | $19.0K | 0.00% | +1,386 | New |
| Carroll Financial Associates, Inc. | 1,524 | $20.0K | 0.00% | +26+1.7% | Added |
| Estabrook Capital Management | 1,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,523 | $21.0K | 0.00% | +1,523 | New |
| Silvant Capital Management LLC | 1,657 | $23.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $24.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,751 | $24.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,773 | $24.0K | 0.01% | +29+1.7% | Added |
| Rocky Mountain Advisers, LLC | 1,910 | $26.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,008 | $27.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,088 | $28.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 2,142 | $29.0K | 0.02% | +10+0.5% | Added |
| AllSquare Wealth Management LLC | 2,301 | $31.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,402 | $32.6K | 0.02% | −31,014−92.8% | Reduced |
| BBVA USA | 2,490 | $34.0K | 0.00% | +2,490 | New |
| Benjamin F. Edwards & Company, Inc. | 2,558 | $35.0K | 0.00% | +3+0.1% | Added |
| Hexagon Capital Partners LLC | 2,539 | $35.0K | 0.01% | −59−2.3% | Reduced |
| Enterprise Financial Services Corp | 2,598 | $35.0K | 0.01% | +149+6.1% | Added |
| Creative Financial Designs Inc | 2,576 | $35.0K | 0.01% | +1,875+267.5% | Added |
| Tradewinds Capital Management, LLC | 2,675 | $36.0K | 0.01% | +26+1.0% | Added |
| Green Harvest Asset Management LLC | 3,343 | $37.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,696 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,814 | $38.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 2,939 | $40.0K | 0.01% | −150−4.9% | Reduced |
| Howe & Rusling Inc | 3,024 | $41.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,127 | $42.0K | 0.01% | −1,949−38.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,332 | $45.0K | 0.01% | −29−0.9% | Reduced |
| Johnson Financial Group, Inc. | 3,333 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,424 | $47.0K | 0.02% | −173−4.8% | Reduced |
| Global Retirement Partners, LLC | 3,445 | $47.0K | 0.00% | +27+0.8% | Added |
| Front Row Advisors LLC | 4,241 | $48.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 3,554 | $48.0K | 0.02% | −743−17.3% | Reduced |
| CWM, LLC | 4,031 | $55.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,209 | $57.0K | 0.00% | −34,329−89.1% | Reduced |
| Allworth Financial LP | 4,215 | $57.0K | 0.00% | +61+1.5% | Added |
| National Pension Service | 4,316 | $59.0K | 0.00% | +516+13.6% | Added |
| Central Trust Co | 4,374 | $59.0K | 0.00% | +4,100+1,496.4% | Added |
| IFP Advisors, Inc | 4,412 | $60.0K | 0.00% | +1,404+46.7% | Added |
| Exchange Traded Concepts, LLC | 4,407 | $60.0K | 0.00% | +3,662+491.5% | Added |
| Column Capital Advisors, LLC | 4,378 | $60.0K | 0.01% | +4,261+3,641.9% | Added |
| International Assets Investment Management, LLC | 11,864 | $62.0K | 0.01% | −57,239−82.8% | Reduced |
| Liberty Wealth Management LLC | 4,746 | $64.0K | 0.02% | +101+2.2% | Added |
| Prestige Wealth Management Group LLC | 5,147 | $69.0K | 0.02% | −476−8.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,104 | $69.0K | 0.00% | +4+0.1% | Added |
| Concord Wealth Partners | 5,074 | $69.0K | 0.02% | +1,032+25.5% | Added |
| Van Eck Associates Corp | 5,078 | $69.0K | 0.00% | +3,430+208.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,583 | $76.0K | 0.05% | −259−4.4% | Reduced |
| Carolina Wealth Advisors, LLC | 5,699 | $77.0K | 0.05% | +872+18.1% | Added |
| Berman Capital Advisors, LLC | 5,991 | $80.0K | 0.01% | −36−0.6% | Reduced |
| Private Capital Group, LLC | 6,261 | $85.0K | 0.02% | −300−4.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,525 | $89.0K | 0.02% | +1,690+35.0% | Added |
| Signaturefd, LLC | 6,860 | $93.0K | 0.00% | +356+5.5% | Added |
| TD Private Client Wealth LLC | 6,975 | $94.8K | 0.00% | −16−0.2% | Reduced |
| Accel Wealth Management | 7,477 | $102.0K | 0.07% | +10+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 7,592 | $103.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 7,850 | $107.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 8,000 | $109.0K | 0.00% | +8,000 | New |
| Parallel Advisors, LLC | 8,350 | $113.0K | 0.00% | +229+2.8% | Added |
| AdvisorNet Financial, Inc | 8,357 | $114.0K | 0.01% | −142−1.7% | Reduced |
| Castleview Partners, LLC | 8,373 | $114.0K | 0.05% | +8,373 | New |
| Hanson & Doremus Investment Management | 12,416 | $125.0K | 0.04% | +5,485+79.1% | Added |
| Professional Financial Advisors, LLC | 9,748 | $133.0K | 0.07% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 11,042 | $137.0K | 0.01% | +95+0.9% | Added |
| Coldstream Capital Management Inc | 10,141 | $138.0K | 0.01% | +10,141 | New |
| Toroso Investments, LLC | 10,202 | $139.0K | 0.01% | +10,202 | New |
| Wealthcare Advisory Partners LLC | 10,294 | $140.0K | 0.01% | +9,766+1,849.6% | Added |
| Valtinson Bruner Financial Planning LLC | 11,013 | $141.0K | 0.08% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,395 | $141.0K | 0.01% | 00.0% | Unchanged |
| People's United Financial, Inc. | 10,389 | $141.0K | 0.00% | +10,389 | New |
| Emerald Advisors, LLC | 10,415 | $142.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 10,428 | $142.0K | 0.01% | +5,352+105.4% | Added |
| Focused Wealth Management, Inc | 10,657 | $145.0K | 0.02% | +303+2.9% | Added |
| Capital Investment Advisory Services, LLC | 10,717 | $146.0K | 0.02% | +431+4.2% | Added |