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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $7.43K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 650 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 748 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 750 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 707 | $9.00K | 0.01% | – | – |
| Assetmark, Inc | 772 | $10.0K | 0.00% | −165−17.6% | Reduced |
| Charter Oak Capital Management, LLC | 822 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $10.9K | 0.01% | −11,117−92.6% | Reduced |
| Lindbrook Capital, LLC | 925 | $11.0K | 0.00% | +4+0.4% | Added |
| Atlas Private Wealth Advisors | 869 | $11.0K | 0.01% | +7+0.8% | Added |
| Alaethes Wealth LLC | 891 | $11.0K | 0.01% | +18+2.1% | Added |
| TD Ameritrade Investment Management, LLC | 1,125 | $11.0K | 0.00% | +709+170.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,001 | $12.0K | 0.00% | −29−2.8% | Reduced |
| Brown Brothers Harriman & Co | 1,014 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,259 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,291 | $16.0K | 0.00% | −124−8.8% | Reduced |
| Global Trust Asset Management, LLC | 1,331 | $16.0K | 0.01% | −43−3.1% | Reduced |
| Smithfield Trust Co | 1,274 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,256 | $16.0K | 0.01% | +17+1.4% | Added |
| Loomis Sayles & Co L P | 1,386 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,493 | $18.0K | 0.00% | +67+4.7% | Added |
| Edge Wealth Management LLC | 1,500 | $19.0K | 0.00% | +1,500 | New |
| Silvant Capital Management LLC | 1,657 | $21.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,751 | $22.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $22.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,796 | $22.0K | 0.01% | +23+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,765 | $22.0K | 0.00% | +242+15.9% | Added |
| Lloyd Advisory Services, LLC. | 1,796 | $22.0K | 0.01% | +924+106.0% | Added |
| Mascoma Wealth Management LLC | 1,763 | $22.0K | 0.01% | +1,763 | New |
| Rocky Mountain Advisers, LLC | 1,910 | $24.0K | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,005 | $24.0K | 0.00% | +2,005 | New |
| BBVA USA | 2,051 | $25.0K | 0.00% | −439−17.6% | Reduced |
| Oakworth Capital, Inc. | 2,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,008 | $25.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,088 | $26.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 2,155 | $27.0K | 0.02% | +13+0.6% | Added |
| Truvestments Capital LLC | 2,178 | $27.0K | 0.01% | +2,178 | New |
| AllSquare Wealth Management LLC | 2,301 | $29.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,404 | $29.8K | 0.02% | +2+0.1% | Added |
| D'Orazio & Associates, Inc. | 2,392 | $30.0K | 0.01% | +2,392 | New |
| Hexagon Capital Partners LLC | 2,539 | $31.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,514 | $31.0K | 0.00% | +2,377+1,735.0% | Added |
| Evolution Wealth Advisors, LLC | 2,500 | $31.0K | 0.01% | +2,500 | New |
| City Holding Co | 2,664 | $33.0K | 0.01% | −275−9.4% | Reduced |
| Gradient Investments LLC | 2,696 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,685 | $33.0K | 0.01% | +10+0.4% | Added |
| Cypress Capital Management LLC (WY) | 2,814 | $35.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,874 | $36.0K | 0.00% | −150−5.0% | Reduced |
| Creative Financial Designs Inc | 2,876 | $36.0K | 0.01% | +300+11.6% | Added |
| First Mercantile Trust Co | 2,996 | $37.0K | 0.00% | +2,996 | New |
| Quadrant Capital Group LLC | 3,106 | $38.0K | 0.01% | −21−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,085 | $38.0K | 0.00% | +527+20.6% | Added |
| Farmers & Merchants Investments Inc | 3,153 | $39.0K | 0.00% | +3,153 | New |
| Johnson Financial Group, Inc. | 3,333 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,424 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,365 | $42.0K | 0.01% | +33+1.0% | Added |
| International Assets Investment Management, LLC | 10,835 | $44.0K | 0.01% | −1,029−8.7% | Reduced |
| Global Retirement Partners, LLC | 3,519 | $44.0K | 0.00% | +74+2.1% | Added |
| Pinebridge Investments, L.P. | 3,617 | $45.0K | 0.00% | −124,186−97.2% | Reduced |
| TSFG, LLC | 3,624 | $45.0K | 0.02% | +70+2.0% | Added |
| Allworth Financial LP | 4,032 | $50.0K | 0.00% | −183−4.3% | Reduced |
| Green Harvest Asset Management LLC | 3,343 | $50.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4,241 | $53.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 4,374 | $54.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,463 | $55.0K | 0.01% | +85+1.9% | Added |
| Liberty Wealth Management LLC | 4,902 | $61.0K | 0.02% | +156+3.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,036 | $62.0K | 0.01% | −1,489−22.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,104 | $63.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,142 | $64.0K | 0.00% | −77,872−93.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,142 | $64.0K | 0.02% | −8,354−61.9% | Reduced |
| Private Capital Group, LLC | 5,223 | $65.0K | 0.01% | −1,038−16.6% | Reduced |
| Prestige Wealth Management Group LLC | 5,287 | $65.0K | 0.02% | +140+2.7% | Added |
| IFP Advisors, Inc | 4,905 | $65.0K | 0.00% | +493+11.2% | Added |
| Concord Wealth Partners | 5,531 | $69.0K | 0.03% | +457+9.0% | Added |
| Carolina Wealth Advisors, LLC | 5,651 | $70.0K | 0.05% | −48−0.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,615 | $70.0K | 0.04% | +32+0.6% | Added |
| Hanson & Doremus Investment Management | 5,951 | $74.0K | 0.02% | −6,465−52.1% | Reduced |
| Zions Bancorporation, N.A. | 5,976 | $74.0K | 0.01% | +5,096+579.1% | Added |
| Berman Capital Advisors, LLC | 6,137 | $75.0K | 0.01% | +146+2.4% | Added |
| TD Private Client Wealth LLC | 7,468 | $92.5K | 0.00% | +493+7.1% | Added |
| Accel Wealth Management | 7,489 | $93.0K | 0.06% | +12+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 8,050 | $99.7K | 0.05% | +8,050 | New |
| AdvisorNet Financial, Inc | 8,269 | $102.0K | 0.01% | −88−1.1% | Reduced |
| Sentry Investment Management LLC | 8,912 | $110.0K | 0.03% | +8,366+1,532.2% | Added |
| Parallel Advisors, LLC | 9,475 | $117.0K | 0.00% | +1,125+13.5% | Added |
| Signaturefd, LLC | 9,793 | $121.0K | 0.00% | +2,933+42.8% | Added |
| Stableford Capital II LLC | 10,018 | $122.0K | 0.06% | +10,018 | New |
| Van Eck Associates Corp | 9,933 | $123.0K | 0.00% | +4,855+95.6% | Added |
| Hancock Whitney Corp | 10,019 | $124.0K | 0.00% | −12,932−56.3% | Reduced |
| Biltmore Capital Advisors LLC | 10,100 | $125.0K | 0.02% | +10,100 | New |
| Ieq Capital, LLC | 10,138 | $126.0K | 0.00% | −782−7.2% | Reduced |
| CX Institutional | 10,296 | $128.0K | 0.01% | −132−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,295 | $128.0K | 0.01% | +10,295 | New |
| Emerald Advisors, LLC | 10,415 | $129.0K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 10,417 | $129.0K | 0.02% | +10,417 | New |
| We Are One Seven, LLC | 11,046 | $131.0K | 0.02% | −193−1.7% | Reduced |