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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 10,660 | $132.0K | 0.02% | +30.0% | Added |
| Teza Capital Management LLC | 10,761 | $133.0K | 0.06% | −27,036−71.5% | Reduced |
| Lake Street Advisors Group, LLC | 10,730 | $133.0K | 0.01% | +10,730 | New |
| Kore Private Wealth LLC | 10,774 | $133.0K | 0.01% | +10,774 | New |
| Commerce Bank | 10,791 | $134.0K | 0.00% | −155,801−93.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,813 | $134.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 10,964 | $135.0K | 0.01% | −78−0.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,874 | $135.0K | 0.01% | +10,874 | New |
| Horizon Investments, LLC | 10,946 | $136.0K | 0.00% | −13,949−56.0% | Reduced |
| Mid Atlantic Financial Management Inc | 10,987 | $136.0K | 0.01% | −300−2.7% | Reduced |
| Morris Capital Advisors, LLC | 11,004 | $136.0K | 0.11% | +11,004 | New |
| Triumph Capital Management | 10,975 | $136.0K | 0.06% | +10,975 | New |
| Miracle Mile Advisors, LLC | 11,051 | $137.0K | 0.01% | +11,051 | New |
| B. Riley Wealth Management, Inc. | 11,053 | $137.0K | 0.01% | +11,053 | New |
| Fukoku Mutual Life Insurance Co | 11,142 | $138.0K | 0.01% | +3,550+46.8% | Added |
| Alpha Cubed Investments, LLC | 11,225 | $139.0K | 0.01% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 11,013 | $140.0K | 0.08% | 00.0% | Unchanged |
| Claret Asset Management Corp | 11,341 | $141.0K | 0.02% | +11,341 | New |
| Quilter Plc | 11,419 | $142.0K | 0.00% | −233−2.0% | Reduced |
| Meridian Wealth Management, LLC | 11,507 | $143.0K | 0.02% | +11,507 | New |
| Humankind Investments LLC | 11,600 | $144.0K | 0.07% | −29,513−71.8% | Reduced |
| People's United Financial, Inc. | 11,617 | $144.0K | 0.00% | +1,228+11.8% | Added |
| AIA Group Ltd | 11,795 | $146.0K | 0.01% | +11,795 | New |
| Centennial Wealth Advisory LLC | 11,875 | $147.0K | 0.09% | +928+8.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,050 | $149.0K | 0.01% | +12,050 | New |
| Jump Financial, LLC | 12,097 | $150.0K | 0.01% | −55,785−82.2% | Reduced |
| Empirical Finance, LLC | 12,094 | $150.0K | 0.02% | +759+6.7% | Added |
| Atom Investors LP | 12,199 | $151.0K | 0.03% | −13,941−53.3% | Reduced |
| Bokf, NA | 12,191 | $151.0K | 0.00% | +12,191 | New |
| Chicago Partners Investment Group LLC | 10,669 | $152.0K | 0.01% | −1,722−13.9% | Reduced |
| Checchi Capital Advisers, LLC | 12,386 | $153.0K | 0.02% | +490+4.1% | Added |
| Gateway Investment Advisers LLC | 12,398 | $154.0K | 0.00% | −1,072−8.0% | Reduced |
| Powell Investment Advisors, LLC | 12,447 | $154.0K | 0.10% | 00.0% | Unchanged |
| Harvest Management LLC | 12,540 | $155.0K | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,650 | $157.0K | 0.02% | −1,700−11.8% | Reduced |
| NorthRock Partners, LLC | 12,633 | $157.0K | 0.01% | +12,633 | New |
| Institutional & Family Asset Management, LLC | 12,778 | $158.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,781 | $159.0K | 0.01% | +2,579+25.3% | Added |
| Quadrature Capital Ltd | 13,135 | $163.0K | 0.01% | −77,795−85.6% | Reduced |
| Tradition Wealth Management, LLC | 13,134 | $163.0K | 0.02% | +107+0.8% | Added |
| Wetherby Asset Management Inc | 13,170 | $163.0K | 0.01% | +441+3.5% | Added |
| Lincoln National Corp | 13,333 | $165.0K | 0.00% | +1,247+10.3% | Added |
| Parsec Financial Management, Inc. | 11,797 | $165.0K | 0.01% | +599+5.3% | Added |
| Capital Investment Advisory Services, LLC | 13,327 | $165.0K | 0.02% | +2,610+24.4% | Added |
| Hyman Charles D | 13,400 | $166.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,466 | $167.0K | 0.01% | +426+3.3% | Added |
| Financial Sense Advisors, Inc. | 13,490 | $167.0K | 0.06% | +13,490 | New |
| BSW Wealth Partners | 13,553 | $168.0K | 0.05% | +1,989+17.2% | Added |
| First Heartland Consultants, Inc. | 13,564 | $168.0K | 0.03% | +13,564 | New |
| Frontier Wealth Management LLC | 13,610 | $169.0K | 0.01% | +94+0.7% | Added |
| Abacus Planning Group, Inc. | 13,753 | $170.0K | 0.05% | −684−4.7% | Reduced |
| Vestcor Inc | 13,895 | $172.0K | 0.01% | −1,748−11.2% | Reduced |
| Trust Asset Management LLC | 13,969 | $173.0K | 0.02% | +640+4.8% | Added |
| CIBC World Markets Inc. | 14,265 | $177.0K | 0.00% | +14,265 | New |
| American Portfolios Advisors | 14,332 | $177.6K | 0.01% | +2,074+16.9% | Added |
| Ameritas Investment Partners, Inc. | 14,367 | $178.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,406 | $179.0K | 0.00% | +2,817+24.3% | Added |
| Savant Capital, LLC | 14,934 | $185.0K | 0.01% | +2,846+23.5% | Added |
| Hudson Valley Investment Advisors Inc | 15,000 | $186.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,144 | $187.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 15,169 | $188.0K | 0.03% | −27,474−64.4% | Reduced |
| SNS Financial Group, LLC | 15,532 | $192.0K | 0.02% | −300−1.9% | Reduced |
| Pathstone Family Office, LLC | 15,589 | $194.0K | 0.01% | −9,425−37.7% | Reduced |
| Cetera Advisors LLC | 15,714 | $195.0K | 0.00% | +2,749+21.2% | Added |
| Bessemer Group Inc | 16,027 | $199.0K | 0.00% | +108+0.7% | Added |
| JustInvest LLC | 16,164 | $200.0K | 0.02% | −20,146−55.5% | Reduced |
| D.A. Davidson & Co. | 16,298 | $202.0K | 0.00% | +49+0.3% | Added |
| Sciencast Management LP | 17,178 | $204.0K | 0.06% | −5,022−22.6% | Reduced |
| Essex Financial Services, Inc. | 16,491 | $204.0K | 0.02% | +1,486+9.9% | Added |
| Safeguard Investment Advisory Group, LLC | 16,583 | $205.0K | 0.13% | +18+0.1% | Added |
| Cypress Capital Group | 16,527 | $205.0K | 0.03% | +1,725+11.7% | Added |
| Laird Norton Trust Company, LLC | 16,643 | $206.0K | 0.02% | +306+1.9% | Added |
| IMC-Chicago, LLC | 16,788 | $208.0K | 0.02% | +16,788 | New |
| Sanders Morris Harris LLC | 17,720 | $220.0K | 0.04% | 00.0% | Unchanged |
| Natixis | 17,923 | $222.0K | 0.00% | −25,409−58.6% | Reduced |
| Geneos Wealth Management Inc. | 17,629 | $223.0K | 0.01% | −2,209−11.1% | Reduced |
| GWM Advisors LLC | 17,978 | $223.0K | 0.01% | −1,209−6.3% | Reduced |
| MAI Capital Management | 18,316 | $227.0K | 0.00% | −207−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 18,330 | $227.0K | 0.01% | +18,330 | New |
| Assenagon Asset Management S.A. | 18,516 | $229.0K | 0.00% | +18,516 | New |
| Trustmark National Bank Trust Department | 18,646 | $231.0K | 0.02% | −197,827−91.4% | Reduced |
| Huntington National Bank | 18,726 | $232.0K | 0.00% | −828−4.2% | Reduced |
| S. Muoio & Co. LLC | 18,850 | $234.0K | 0.20% | 00.0% | Unchanged |
| Proequities, Inc. | 18,933 | $235.0K | 0.01% | +7,151+60.7% | Added |
| Clarius Group, LLC | 19,136 | $237.0K | 0.02% | +19,136 | New |
| Valeo Financial Advisors, LLC | 19,157 | $237.0K | 0.01% | +19,157 | New |
| Bluefin Capital Management, LLC | 19,300 | $239.0K | 0.03% | −24,550−56.0% | Reduced |
| Squarepoint Ops LLC | 19,403 | $240.0K | 0.00% | −151,247−88.6% | Reduced |
| Engineers Gate Manager LP | 19,821 | $246.0K | 0.01% | +2,471+14.2% | Added |
| SeaCrest Wealth Management, LLC | 20,053 | $248.0K | 0.03% | +1,612+8.7% | Added |
| Silvercrest Asset Management Group LLC | 20,106 | $249.0K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 20,304 | $252.0K | 0.23% | +20,304 | New |
| Glenview Trust Co | 20,500 | $254.0K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 20,550 | $255.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 20,774 | $257.0K | 0.09% | −3,500−14.4% | Reduced |
| Wedge Capital Management L L P | 20,812 | $258.0K | 0.00% | −1,047,606−98.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20,950 | $260.0K | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 21,073 | $261.0K | 0.02% | +73+0.3% | Added |
| Nwam LLC | 21,153 | $262.0K | 0.02% | −278−1.3% | Reduced |
| Wealthsource Partners, LLC | 21,333 | $264.0K | 0.02% | +1,975+10.2% | Added |