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, Q3 2021
Institutional positions in Lumen Technologies, Inc. as of Sep 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
- 713
- +1 vs. Q2 2021
- Shares held
- 822.3M
- −19.5M (−2.3%) vs. Q2 2021
- Total value
- $10.2B
- −$1.25B (−10.9%) vs. Q2 2021
- New holders
- 76
- 261 more added
- Sold out
- 75
- 236 more reduced
10 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Pension Service | 10 | $0 | 0.00% | −4,306−99.8% | Reduced |
| Annapolis Financial Services, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 39 | $0 | 0.00% | +1+2.6% | Added |
| Credit Agricole S A | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,301 | $0 | 0.00% | +12,301 | New |
| WestEnd Advisors, LLC | – | $111 | 0.00% | – | – |
| Archer Investment Corp | 11 | $136 | 0.00% | +11 | New |
| MUFG Americas Holdings Corp | 117 | $1.00K | 0.00% | −7,733−98.5% | Reduced |
| Whittier Trust Co | 64 | $1.00K | 0.00% | −1,255−95.1% | Reduced |
| Lee Financial Co | 100 | $1.00K | 0.00% | −272−73.1% | Reduced |
| JNBA Financial Advisors | 95 | $1.00K | 0.00% | −21−18.1% | Reduced |
| Vectors Research Management, LLC | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Winch Advisory Services, LLC | 110 | $1.00K | 0.00% | +2+1.9% | Added |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 150 | $1.00K | 0.00% | +150 | New |
| West Paces Advisors Inc. | 87 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 124 | $1.53K | 0.00% | +1+0.8% | Added |
| First Bank & Trust | 137 | $2.00K | 0.00% | −138−50.2% | Reduced |
| Montag A & Associates Inc | 195 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 172 | $2.00K | 0.00% | −44−20.4% | Reduced |
| Norway Savings Bank | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 156 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $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 |
| Pflug Koory, LLC | 168 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 176 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 164 | $2.00K | 0.00% | +71+76.3% | Added |
| Meridian Wealth Partners, LLC | 209 | $2.00K | 0.00% | +209 | New |
| FourThought Financial, LLC | 213 | $2.00K | 0.00% | +200+1,538.5% | Added |
| Red Tortoise LLC | 231 | $2.00K | 0.00% | +231 | New |
| Carroll Financial Associates, Inc. | 269 | $3.00K | 0.00% | −1,255−82.3% | Reduced |
| Toronto Dominion Bank | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 205 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 246 | $3.00K | 0.00% | +42+20.6% | Added |
| Pacific Center for Financial Services | 262 | $3.00K | 0.00% | +8+3.1% | Added |
| 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 |
| Lake Point Wealth Management | 254 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 224 | $3.00K | 0.00% | +18+8.7% | Added |
| 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 |
| Antonetti Capital Management LLC | 232 | $3.00K | 0.00% | +232 | New |
| Syverson Strege & Co | 255 | $3.00K | 0.00% | +255 | New |
| Clean Yield Group | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $4.00K | 0.00% | −50−14.3% | Reduced |
| 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 |
| Wealth Quarterback LLC | 275 | $4.00K | 0.00% | +35+14.6% | Added |
| Avion Wealth | 317 | $4.00K | 0.00% | +100+46.1% | Added |
| Corbenic Partners LLC | 300 | $4.00K | 0.00% | +300 | New |
| Guidance Point Advisors, LLC | 364 | $4.00K | 0.00% | +364 | New |
| Sutton Wealth Advisors Inc. | 375 | $4.65K | 0.00% | −116−23.6% | Reduced |
| Investors Research Corp | 415 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 394 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 437 | $5.00K | 0.00% | +437 | New |
| Washington Trust Co | 400 | $5.00K | 0.00% | +400 | New |
| Exane Derivatives | 476 | $5.90K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 520 | $6.00K | 0.00% | −467−47.3% | Reduced |
| Tarbox Family Office, Inc. | 470 | $6.00K | 0.00% | −142−23.2% | Reduced |
| Earnest Partners LLC | 505 | $6.00K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 450 | $6.00K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 474 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 459 | $6.00K | 0.00% | +13+2.9% | Added |
| Glassman Wealth Services | 519 | $6.00K | 0.00% | +215+70.7% | Added |
| Larson Financial Group LLC | 464 | $6.00K | 0.00% | +464 | New |
| Kozak & Associates, Inc. | 456 | $6.00K | 0.00% | +456 | New |
| PSI Advisors, LLC | 487 | $6.00K | 0.00% | +487 | New |
| Eagle Bay Advisors LLC | 496 | $6.00K | 0.00% | +496 | New |
| Versant Capital Management, Inc | 593 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 585 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 580 | $7.00K | 0.00% | +94+19.3% | Added |
| Rosenberg Matthew Hamilton | 580 | $7.00K | 0.00% | +580 | New |
| Bell Investment Advisors, Inc | 578 | $7.00K | 0.00% | +578 | New |