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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, Q4 2021

Institutional positions in Lumen Technologies, Inc. as of Dec 31, 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
792
+93 vs. Q3 2021
Shares held
819.5M
−2.04M (−0.2%) vs. Q3 2021
Total value
$10.3B
+$107.1M (+1.1%) vs. Q3 2021
New holders
148
273 more added
Sold out
55
240 more reduced

14 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 792 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ4 2021: $10.3B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2021.

Institutions holding LUMN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lee Financial Co18$00.00%−82−82.0%Reduced
Credit Agricole S A6$00.00%00.0%Unchanged
Covington Capital Management23$00.00%+1+4.5%Added
Westside Investment Management, Inc.42$00.00%00.0%Unchanged
Baystate Wealth Management LLC12$00.00%00.0%Unchanged
National Pension Service10$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$00.00%00.0%Unchanged
NVWM, LLC9$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC30$00.00%00.0%Unchanged
Wagner Wealth Management, LLC33$00.00%00.0%Unchanged
Red Cedar Capital, LLC1$00.00%00.0%Unchanged
Johnson Midwest Financial, LLC16$00.00%00.0%Unchanged
Baldrige Asset Management LLC4$00.00%00.0%Unchanged
Hoey Investments, Inc9$00.00%00.0%Unchanged
Stonebridge Financial Planning Group, LLC34$00.00%00.0%Unchanged
Bellwether Advisors, LLC3$00.00%00.0%Unchanged
Annapolis Financial Services, LLC38$00.00%00.0%Unchanged
IronBridge Private Wealth, LLC4$00.00%00.0%Unchanged
Adirondack Trust Co12$00.00%+12New
JJJ Advisors Inc.37$00.00%+37New
Mark Sheptoff Financial Planning, LLC39$00.00%+39New
Cornerstone Advisory, LLC18$00.00%+18New
Carmichael Hill & Associates, Inc.16$00.00%+16New
Selective Wealth Management, Inc.6$00.00%+6New
PYA Waltman Capital, LLC27$00.00%+27New
Addison Advisors LLC21$00.00%+21New
Investmark Advisory Group LLC34$00.00%+34New
Cornerstone Management, Inc.5$630.00%+5New
WestEnd Advisors, LLC9$1120.00%––
Archer Investment Corp11$1380.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC53$1.00K0.00%00.0%Unchanged
MUFG Americas Holdings Corp117$1.00K0.00%00.0%Unchanged
Whittier Trust Co43$1.00K0.00%−21−32.8%Reduced
Truehand, Inc48$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.47$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors95$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC112$1.00K0.00%+2+1.8%Added
Vectors Research Management, LLC116$1.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC100$1.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.116$1.00K0.00%00.0%Unchanged
TFC Financial Management51$1.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC40$1.00K0.00%+1+2.6%Added
Trust Co of Vermont70$1.00K0.00%+70New
Lenox Wealth Advisors, LLC111$1.00K0.00%+111New
Signet Financial Management, LLC47$1.00K0.00%+47New
Centerpoint Advisors, LLC119$1.00K0.00%+119New
Cassady Schiller Wealth Management, LLC52$1.00K0.00%+52New
Sandy Cove Advisors, LLC100$1.00K0.00%+100New
Carroll Investors, Inc120$1.00K0.00%+120New
West Paces Advisors Inc.87$1.09K0.00%00.0%Unchanged
Raffa Wealth Management, LLC125$1.57K0.00%+1+0.8%Added
Total Clarity Wealth Management, Inc.134$2.00K0.00%−38,284−99.7%Reduced
Clearview Wealth Advisors LLC192$2.00K0.00%−1,064−84.7%Reduced
Eagle Bay Advisors LLC165$2.00K0.00%−331−66.7%Reduced
Sageworth Trust Co156$2.00K0.00%00.0%Unchanged
American Research & Management Co.142$2.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.176$2.00K0.00%+4+2.3%Added
FinTrust Capital Advisors, LLC157$2.00K0.00%00.0%Unchanged
Performa Ltd (US), LLC175$2.00K0.00%00.0%Unchanged
Norway Savings Bank185$2.00K0.00%00.0%Unchanged
First Bank & Trust137$2.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC123$2.00K0.00%00.0%Unchanged
First National Bank of South Miami126$2.00K0.00%00.0%Unchanged
Pflug Koory, LLC168$2.00K0.00%00.0%Unchanged
Key Financial Inc176$2.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC150$2.00K0.00%+150New
Capital Advisors, Ltd. LLC162$2.00K0.00%+162New
Leelyn Smith, LLC183$2.00K0.00%+183New
Sierra Capital LLC128$2.00K0.00%+128New
KB Financial Partners, LLC140$2.00K0.00%+140New
Amplius Wealth Advisors, LLC170$2.00K0.00%+170New
Toronto Dominion Bank250$3.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.269$3.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC232$3.00K0.00%00.0%Unchanged
Pacific Center for Financial Services262$3.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.221$3.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC250$3.00K0.00%00.0%Unchanged
Lake Point Wealth Management254$3.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.250$3.00K0.00%00.0%Unchanged
CoreFirst Bank & Trust225$3.00K0.00%00.0%Unchanged
FourThought Financial, LLC213$3.00K0.00%00.0%Unchanged
CVA Family Office, LLC250$3.00K0.00%+250New
Beaird Harris Wealth Management, LLC273$3.00K0.00%+273New
City State Bank200$3.00K0.00%+200New
Tyler-Stone Wealth Management214$3.00K0.00%+214New
First Horizon Advisors, Inc.352$4.00K0.00%−2,162−86.0%Reduced
Assetmark, Inc351$4.00K0.00%−421−54.5%Reduced
Whittier Trust Co of Nevada Inc328$4.00K0.00%00.0%Unchanged
TCTC Holdings, LLC317$4.00K0.00%00.0%Unchanged
Clean Yield Group350$4.00K0.00%00.0%Unchanged
Avion Wealth317$4.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC300$4.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC296$4.00K0.00%+132+80.5%Added
JFS Wealth Advisors, LLC318$4.00K0.00%+318New
Prestige Wealth Management Group LLC388$5.00K0.00%−4,899−92.7%Reduced
Kozak & Associates, Inc.466$5.00K0.00%+10+2.2%Added
Washington Trust Co400$5.00K0.00%00.0%Unchanged
Investors Research Corp415$5.00K0.00%00.0%Unchanged
Retirement Group, LLC12$5.00K0.00%+4+50.0%Added
RE Dickinson Investment Advisors, LLC367$5.00K0.00%+367New