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 | 807 | $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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 11,896 | $162.0K | 0.02% | −988−7.7% | Reduced |
| Chicago Partners Investment Group LLC | 12,391 | $160.0K | 0.01% | −11,697−48.6% | Reduced |
| Kestra Private Wealth Services, LLC | 11,769 | $160.0K | 0.01% | +256+2.2% | Added |
| Proequities, Inc. | 11,782 | $160.0K | 0.01% | +3,211+37.5% | Added |
| Quilter Plc | 11,652 | $158.0K | 0.00% | −17,019−59.4% | Reduced |
| Raymond James Trust N.A. | 11,567 | $157.0K | 0.01% | −802−6.5% | Reduced |
| Cresset Asset Management, LLC | 11,589 | $157.0K | 0.00% | +933+8.8% | Added |
| BSW Wealth Partners | 11,564 | $157.0K | 0.04% | +11,564 | New |
| Argent Trust Co | 11,467 | $156.0K | 0.01% | +11,467 | New |
| Empirical Finance, LLC | 11,335 | $154.0K | 0.03% | +11,335 | New |
| We Are One Seven, LLC | 11,239 | $153.0K | 0.02% | −170−1.5% | Reduced |
| Alpha Cubed Investments, LLC | 11,225 | $153.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 11,287 | $153.0K | 0.01% | +1,273+12.7% | Added |
| Parsec Financial Management, Inc. | 11,198 | $152.0K | 0.01% | +282+2.6% | Added |
| Synovus Financial Corp | 11,221 | $151.0K | 0.00% | +115+1.0% | Added |
| Alpha Paradigm Partners, LLC | 11,080 | $151.0K | 0.06% | +11,080 | New |
| Centennial Wealth Advisory LLC | 10,947 | $149.0K | 0.09% | +10,947 | New |
| Ieq Capital, LLC | 10,920 | $148.0K | 0.00% | +10,920 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,813 | $147.0K | 0.00% | −151,099−93.3% | Reduced |
| Capital Investment Advisory Services, LLC | 10,717 | $146.0K | 0.02% | +431+4.2% | Added |
| Murphy Pohlad Asset Management LLC | 10,754 | $146.0K | 0.06% | +10,754 | New |
| Focused Wealth Management, Inc | 10,657 | $145.0K | 0.02% | +303+2.9% | Added |
| 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 |
| 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 |
| Wealthcare Advisory Partners LLC | 10,294 | $140.0K | 0.01% | +9,766+1,849.6% | Added |
| Toroso Investments, LLC | 10,202 | $139.0K | 0.01% | +10,202 | New |
| Coldstream Capital Management Inc | 10,141 | $138.0K | 0.01% | +10,141 | New |
| WealthPLAN Partners, LLC | 11,042 | $137.0K | 0.01% | +95+0.9% | Added |
| Professional Financial Advisors, LLC | 9,748 | $133.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12,416 | $125.0K | 0.04% | +5,485+79.1% | 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 |
| Parallel Advisors, LLC | 8,350 | $113.0K | 0.00% | +229+2.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,000 | $109.0K | 0.00% | +8,000 | New |
| MUFG Americas Holdings Corp | 7,850 | $107.0K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,592 | $103.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 7,477 | $102.0K | 0.07% | +10+0.1% | Added |
| TD Private Client Wealth LLC | 6,975 | $94.8K | 0.00% | −16−0.2% | Reduced |
| Signaturefd, LLC | 6,860 | $93.0K | 0.00% | +356+5.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,525 | $89.0K | 0.02% | +1,690+35.0% | Added |
| Private Capital Group, LLC | 6,261 | $85.0K | 0.02% | −300−4.6% | Reduced |
| Berman Capital Advisors, LLC | 5,991 | $80.0K | 0.01% | −36−0.6% | Reduced |
| Carolina Wealth Advisors, LLC | 5,699 | $77.0K | 0.05% | +872+18.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,583 | $76.0K | 0.05% | −259−4.4% | Reduced |
| 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 |
| Liberty Wealth Management LLC | 4,746 | $64.0K | 0.02% | +101+2.2% | Added |
| International Assets Investment Management, LLC | 11,864 | $62.0K | 0.01% | −57,239−82.8% | Reduced |
| 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 |
| 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 |
| 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 |
| CWM, LLC | 4,031 | $55.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 3,127 | $42.0K | 0.01% | −1,949−38.4% | Reduced |
| Howe & Rusling Inc | 3,024 | $41.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,939 | $40.0K | 0.01% | −150−4.9% | Reduced |
| Cypress Capital Management LLC (WY) | 2,814 | $38.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Tradewinds Capital Management, LLC | 2,675 | $36.0K | 0.01% | +26+1.0% | Added |
| 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 |
| BBVA USA | 2,490 | $34.0K | 0.00% | +2,490 | New |
| Financial Perspectives, Inc | 2,402 | $32.6K | 0.02% | −31,014−92.8% | Reduced |
| AllSquare Wealth Management LLC | 2,301 | $31.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 2,142 | $29.0K | 0.02% | +10+0.5% | Added |
| Manchester Capital Management LLC | 2,088 | $28.0K | 0.00% | 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 |
| Rocky Mountain Advisers, LLC | 1,910 | $26.0K | 0.03% | 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 |
| Silvant Capital Management LLC | 1,657 | $23.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,523 | $21.0K | 0.00% | +1,523 | New |
| Estabrook Capital Management | 1,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,524 | $20.0K | 0.00% | +26+1.7% | Added |
| 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 |
| Whittier Trust Co | 1,319 | $18.0K | 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 |