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 |
|---|---|---|---|---|---|
| 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 |
| Community Bank, N.A. | 1,150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,100 | $14.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Charter Oak Capital Management, LLC | 822 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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% | – | – |
| Stonebridge Capital Advisors LLC | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $8.15K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 593 | $8.00K | 0.00% | −3,722−86.3% | Reduced |
| IAG Wealth Partners, LLC | 552 | $8.00K | 0.00% | −700−55.9% | Reduced |
| Evoke Wealth, LLC | 585 | $8.00K | 0.00% | −302−34.0% | Reduced |
| Tarbox Family Office, Inc. | 612 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 546 | $7.00K | 0.00% | −8,968−94.3% | Reduced |
| Earnest Partners LLC | 505 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 492 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 491 | $6.67K | 0.00% | +174+54.9% | Added |
| Exane Derivatives | 476 | $6.33K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 416 | $6.00K | 0.00% | −444−51.6% | Reduced |
| Markston International LLC | 450 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 474 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 446 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 415 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 486 | $6.00K | 0.00% | −19−3.8% | Reduced |
| Iron Horse Wealth Management, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 394 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 406 | $5.00K | 0.00% | +406 | New |
| Baldwin Brothers Inc | 350 | $5.00K | 0.00% | +350 | New |
| Lee Financial Co | 372 | $5.00K | 0.00% | +372 | New |
| Clean Yield Group | 350 | $5.00K | 0.00% | +350 | New |
| Whittier Trust Co of Nevada Inc | 328 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 317 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 275 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 304 | $4.00K | 0.00% | +113+59.2% | Added |
| FormulaFolio Investments, LLC | 290 | $4.00K | 0.00% | +290 | New |
| Wealth Quarterback LLC | 240 | $4.00K | 0.00% | +240 | New |
| CVA Family Office, LLC | 200 | $3.00K | 0.00% | −130−39.4% | Reduced |
| Montag A & Associates Inc | 195 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 205 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 221 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 206 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 225 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 185 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 254 | $3.00K | 0.00% | +239+1,593.3% | Added |
| SRS Capital Advisors, Inc. | 216 | $3.00K | 0.00% | +216 | New |
| MV Capital Management, Inc. | 204 | $3.00K | 0.00% | +204 | New |
| Lake Point Wealth Management | 254 | $3.00K | 0.00% | +254 | New |
| Avion Wealth | 217 | $3.00K | 0.00% | +217 | New |
| Capital Advisory Group Advisory Services, LLC | 135 | $2.00K | 0.00% | −250−64.9% | Reduced |
| FinTrust Capital Advisors, LLC | 157 | $2.00K | 0.00% | −163−50.9% | Reduced |
| Pflug Koory, LLC | 168 | $2.00K | 0.00% | −85−33.6% | Reduced |
| Massmutual Trust Co FSB | 135 | $2.00K | 0.00% | +22+19.5% | Added |
| Reilly Financial Advisors, LLC | 144 | $2.00K | 0.00% | −8−5.3% | Reduced |
| Sageworth Trust Co | 156 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 137 | $2.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 176 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 150 | $2.00K | 0.00% | +150 | New |
| Raffa Wealth Management, LLC | 123 | $1.67K | 0.00% | +1+0.8% | Added |
| West Paces Advisors Inc. | 87 | $1.18K | 0.00% | +87 | New |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | −1,021−91.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 108 | $1.00K | 0.00% | +2+1.9% | Added |
| BerganKDV Wealth Management, LLC | 93 | $1.00K | 0.00% | +31+50.0% | Added |
| Savior LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 56 | $1.00K | 0.00% | +56 | New |
| Kelly Financial Services LLC | 12,000 | $883 | 0.03% | +11,117+1,259.0% | Added |
| WestEnd Advisors, LLC | – | $135 | 0.00% | – | New |
| Ellevest, Inc. | 1 | $0 | 0.00% | −806−99.9% | Reduced |