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 | 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, 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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 55,174 | $683.0K | 0.10% | +22,481+68.8% | Added |
| Kentucky Retirement Systems | 54,536 | $676.0K | 0.03% | −3,391−5.9% | Reduced |
| AGF Investments LLC | 54,212 | $672.0K | 0.07% | +54,212 | New |
| Strategic Wealth Advisors Group, LLC | 54,061 | $670.0K | 0.03% | +1,729+3.3% | Added |
| Stratos Wealth Partners, LTD. | 54,024 | $669.0K | 0.02% | +1,943+3.7% | Added |
| Daiwa Securities Group Inc. | 53,605 | $664.0K | 0.00% | +2,878+5.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 52,660 | $652.0K | 0.01% | +14,672+38.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51,728 | $640.0K | 0.05% | +3,641+7.6% | Added |
| Xponance, Inc. | 50,804 | $629.0K | 0.01% | −5,390−9.6% | Reduced |
| CMT Capital Markets Trading GmbH | 46,146 | $610.0K | 0.23% | +46,146 | New |
| Ritholtz Wealth Management | 49,123 | $609.0K | 0.04% | +5,173+11.8% | Added |
| Nordea Investment Management AB | 46,921 | $595.0K | 0.00% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 47,552 | $589.0K | 0.21% | +5,857+14.0% | Added |
| Everence Capital Management Inc | 47,328 | $586.0K | 0.05% | −14,320−23.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 47,154 | $584.0K | 0.04% | +3,262+7.4% | Added |
| Eaton Vance Management | 78,854 | $581.0K | 0.00% | −8,973−10.2% | Reduced |
| TCW Group Inc | 46,584 | $577.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 46,153 | $572.0K | 0.02% | +3,045+7.1% | Added |
| Capstone Financial Advisors, Inc. | 45,938 | $569.0K | 0.04% | +30.0% | Added |
| HAP Trading, LLC | 45,547 | $564.0K | 0.04% | −77,174−62.9% | Reduced |
| Leonteq Securities AG | 45,327 | $561.6K | 0.03% | +2,207+5.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 45,179 | $560.0K | 0.01% | +40.0% | Added |
| Meeder Asset Management Inc | 45,225 | $559.0K | 0.03% | −5,712−11.2% | Reduced |
| Advisor Partners LLC | 44,711 | $554.0K | 0.04% | −1,486−3.2% | Reduced |
| Virtu Financial LLC | 44,628 | $553.0K | 0.05% | −36,482−45.0% | Reduced |
| Symmetry Partners, LLC | 42,256 | $546.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 43,723 | $542.0K | 0.00% | −1,740−3.8% | Reduced |
| First Midwest Bank Trust Division | 43,329 | $537.0K | 0.08% | +704+1.7% | Added |
| Diversified Trust Co | 42,517 | $527.0K | 0.02% | −4,421−9.4% | Reduced |
| Brinker Capital Investments, LLC | 38,290 | $520.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 41,540 | $515.0K | 0.09% | +2,154+5.5% | Added |
| Avantax Advisory Services, Inc. | 41,217 | $511.0K | 0.01% | +5,520+15.5% | Added |
| Advisory Services Network, LLC | 40,275 | $499.0K | 0.02% | −12,750−24.0% | Reduced |
| Wolverine Trading, LLC | 37,588 | $497.0K | 0.01% | +8,627+29.8% | Added |
| Shell Asset Management Co | 39,512 | $490.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 39,003 | $483.0K | 0.03% | +27,234+231.4% | Added |
| Total Clarity Wealth Management, Inc. | 38,418 | $476.0K | 0.23% | +4,481+13.2% | Added |
| Steel Peak Wealth Management LLC | 38,145 | $473.0K | 0.03% | +1,721+4.7% | Added |
| FDx Advisors, Inc. | 37,961 | $470.0K | 0.01% | +4,936+14.9% | Added |
| Federation des caisses Desjardins du Quebec | 37,800 | $467.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 37,730 | $467.0K | 0.00% | −2,872−7.1% | Reduced |
| AQR Capital Management LLC | 37,455 | $464.0K | 0.00% | −142,292−79.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,004 | $459.0K | 0.04% | +397+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 36,991 | $458.0K | 0.01% | +4,531+14.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,128 | $448.0K | 0.03% | −10,162−22.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,057 | $447.0K | 0.00% | −319,014−89.8% | Reduced |
| Schroder Investment Management Group | 35,768 | $443.0K | 0.00% | −75,975−68.0% | Reduced |
| Capula Management Ltd | 35,241 | $437.0K | 0.03% | +35,241 | New |
| Ethic Inc. | 35,055 | $434.0K | 0.04% | +10,553+43.1% | Added |
| Balentine LLC | 34,938 | $433.0K | 0.02% | +34,938 | New |
| Auxier Asset Management | 34,750 | $431.0K | 0.07% | −950−2.7% | Reduced |
| Federated Hermes, Inc. | 34,328 | $425.0K | 0.00% | +10,234+42.5% | Added |
| Blueshift Asset Management, LLC | 33,886 | $420.0K | 0.02% | −224,990−86.9% | Reduced |
| McRae Capital Management Inc | 33,062 | $410.0K | 0.09% | −938−2.8% | Reduced |
| Burns J W & Co Inc | 33,047 | $409.0K | 0.06% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 32,413 | $402.0K | 0.03% | −414−1.3% | Reduced |
| Wedbush Securities Inc | 32,357 | $401.0K | 0.02% | +567+1.8% | Added |
| Kinneret Advisory, LLC | 31,862 | $395.0K | 0.05% | 00.0% | Unchanged |
| IBM Retirement Fund | 31,456 | $390.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 31,445 | $389.6K | 0.14% | +1,200+4.0% | Added |
| One Wealth Advisors, LLC | 31,216 | $387.0K | 0.11% | +11,663+59.6% | Added |
| NN Investment Partners Holdings N.V. | 31,100 | $385.0K | 0.00% | +31,100 | New |
| Pinnacle Associates Ltd | 30,967 | $384.0K | 0.01% | −1,341−4.2% | Reduced |
| Cigna Investments Inc | 31,017 | $384.0K | 0.03% | +31,017 | New |
| BDO Wealth Advisors, LLC | 30,624 | $379.0K | 0.04% | −1,412−4.4% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $374.0K | 0.14% | 00.0% | Unchanged |
| Marco Investment Management LLC | 29,950 | $371.0K | 0.04% | +29,950 | New |
| Jefferies Group LLC | 29,926 | $370.8K | 0.01% | +29,926 | New |
| Beacon Pointe Advisors, LLC | 29,730 | $368.0K | 0.01% | −40,525−57.7% | Reduced |
| Seeyond | 29,315 | $363.0K | 0.04% | −297−1.0% | Reduced |
| Dowling & Yahnke LLC | 29,174 | $361.0K | 0.02% | −2,385−7.6% | Reduced |
| Horst & Graben Wealth Management LLC | 29,016 | $360.0K | 0.10% | −48−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 28,943 | $359.0K | 0.00% | +12,890+80.3% | Added |
| Vantage Consulting Group Inc | 28,934 | $358.0K | 0.08% | +6,352+28.1% | Added |
| Arrow Investment Advisors, LLC | 28,823 | $357.0K | 0.23% | +3,876+15.5% | Added |
| Endurance Wealth Management, Inc. | 28,757 | $356.0K | 0.04% | −1,125−3.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 28,533 | $354.0K | 0.03% | 00.0% | Unchanged |
| Adams Wealth Management | 28,513 | $353.0K | 0.14% | +2,587+10.0% | Added |
| Old National Bancorp | 27,864 | $345.0K | 0.01% | −2,555−8.4% | Reduced |
| Cornerstone Wealth Management, LLC | 27,670 | $343.0K | 0.04% | −374−1.3% | Reduced |
| Ancora Advisors, LLC | 27,619 | $342.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 27,573 | $341.0K | 0.03% | −2,458−8.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,241 | $338.0K | 0.01% | −88,159−76.4% | Reduced |
| Equitable Holdings, Inc. | 27,176 | $337.0K | 0.01% | −503−1.8% | Reduced |
| Sigma Planning Corp | 27,076 | $335.0K | 0.01% | +1,495+5.8% | Added |
| Captrust Financial Advisors | 26,533 | $329.0K | 0.00% | +8,458+46.8% | Added |
| Blair William & Co | 25,802 | $320.0K | 0.00% | −2,377−8.4% | Reduced |
| Principle Wealth Partners LLC | 25,490 | $316.0K | 0.04% | 00.0% | Unchanged |
| qPULA Trading Management LP | 25,301 | $313.0K | 0.49% | +25,301 | New |
| Spire Wealth Management | 24,958 | $309.0K | 0.01% | −944−3.6% | Reduced |
| Boston Private Wealth LLC | 24,687 | $306.0K | 0.00% | −3,083−11.1% | Reduced |
| Red Door Wealth Management, LLC | 24,516 | $304.0K | 0.12% | +4,289+21.2% | Added |
| Rockefeller Capital Management L.P. | 24,536 | $304.0K | 0.00% | +5,470+28.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,375 | $302.0K | 0.03% | −1,516−5.9% | Reduced |
| Corient Capital Partners, LLC | 24,257 | $301.0K | 0.02% | −813−3.2% | Reduced |
| Camelot Portfolios, LLC | 24,075 | $298.0K | 0.15% | −11,405−32.1% | Reduced |
| Perigon Wealth Management, LLC | 23,811 | $295.0K | 0.03% | −2,059−8.0% | Reduced |
| Grimes & Company, Inc. | 23,634 | $293.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23,423 | $290.0K | 0.00% | +2,229+10.5% | Added |
| Chiron Capital Management, LLC | 23,400 | $290.0K | 0.21% | +23,400 | New |