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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tevis Investment Management | 370 | $5.00K | 0.00% | +370 | New |
| Sutton Wealth Advisors Inc. | 434 | $5.45K | 0.00% | +59+15.7% | Added |
| Markston International LLC | 450 | $6.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 505 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 487 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 494 | $6.00K | 0.00% | +494 | New |
| Zullo Investment Group, Inc. | 500 | $6.00K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 567 | $7.00K | 0.00% | −26−4.4% | Reduced |
| Evoke Wealth, LLC | 585 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 589 | $7.00K | 0.00% | +9+1.6% | Added |
| Tortoise Investment Management, LLC | 520 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 522 | $7.00K | 0.00% | +52+11.1% | Added |
| TD Waterhouse Canada Inc. | 507 | $7.06K | 0.00% | +507 | New |
| First Community Trust NA | 600 | $7.53K | 0.01% | +600 | New |
| Plante Moran Financial Advisors, LLC | 621 | $8.00K | 0.00% | +162+35.3% | Added |
| Bell Investment Advisors, Inc | 746 | $9.00K | 0.00% | +168+29.1% | Added |
| Arlington Partners LLC | 749 | $9.00K | 0.00% | +275+58.0% | Added |
| TD Capital Management LLC | 705 | $9.00K | 0.00% | +500+243.9% | Added |
| FSB Premier Wealth Management, Inc. | 792 | $9.00K | 0.00% | +792 | New |
| Foresight Capital Management Advisors, Inc. | 708 | $9.00K | 0.01% | +708 | New |
| Stonebridge Capital Advisors LLC | 816 | $10.0K | 0.00% | +166+25.5% | Added |
| Alaethes Wealth LLC | 891 | $11.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $11.0K | 0.02% | +900 | New |
| Kelly Financial Services LLC | 883 | $11.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 919 | $12.0K | 0.00% | −6−0.6% | Reduced |
| Massmutual Trust Co FSB | 922 | $12.0K | 0.00% | +922 | New |
| Brown Brothers Harriman & Co | 1,014 | $13.0K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 1,038 | $13.0K | 0.04% | +1,038 | New |
| Global Trust Asset Management, LLC | 1,146 | $14.0K | 0.01% | −185−13.9% | Reduced |
| Salem Investment Counselors Inc | 1,101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,119 | $14.0K | 0.00% | +895+399.6% | Added |
| EverSource Wealth Advisors, LLC | 1,086 | $14.0K | 0.00% | +1,086 | New |
| Charter Oak Capital Management, LLC | 1,231 | $15.0K | 0.00% | +409+49.8% | Added |
| Harvest Fund Management Co., Ltd | 1,259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,255 | $16.0K | 0.00% | +1,255 | New |
| Smithfield Trust Co | 1,274 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,450 | $18.0K | 0.00% | −43−2.9% | Reduced |
| Rinkey Investments | 1,400 | $18.0K | 0.02% | +1,400 | New |
| Zions Bancorporation, N.A. | 1,500 | $19.0K | 0.00% | −4,476−74.9% | Reduced |
| Edge Wealth Management LLC | 1,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,657 | $21.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,654 | $21.0K | 0.00% | +1,408+572.4% | Added |
| North Star Investment Management Corp. | 1,751 | $22.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,763 | $22.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,716 | $22.0K | 0.00% | +966+128.8% | Added |
| Glassman Wealth Services | 1,721 | $22.0K | 0.00% | +1,202+231.6% | Added |
| Snowden Capital Advisors LLC | 1,808 | $22.0K | 0.00% | +1,808 | New |
| Covestor Ltd | 1,715 | $22.0K | 0.03% | +1,715 | New |
| Hexagon Capital Partners LLC | 1,869 | $23.0K | 0.01% | −670−26.4% | Reduced |
| Coastal Capital Group, Inc. | 1,822 | $23.0K | 0.01% | +26+1.4% | Added |
| WFA Asset Management Corp | 1,885 | $23.7K | 0.02% | +1,885 | New |
| City Holding Co | 2,294 | $24.0K | 0.00% | −370−13.9% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $24.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,932 | $24.0K | 0.00% | +1,931+193,100.0% | Added |
| Monetary Management Group Inc | 2,000 | $25.0K | 0.01% | −20,000−90.9% | 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 |
| Lloyd Advisory Services, LLC. | 1,981 | $25.0K | 0.01% | +185+10.3% | Added |
| Manchester Capital Management LLC | 2,088 | $26.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,185 | $27.0K | 0.01% | +7+0.3% | Added |
| Financial Avengers, Inc. | 2,169 | $27.0K | 0.02% | +14+0.6% | Added |
| Financial Perspectives, Inc | 2,306 | $28.9K | 0.01% | −98−4.1% | Reduced |
| AllSquare Wealth Management LLC | 2,301 | $29.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,340 | $29.0K | 0.00% | +575+32.6% | Added |
| Ahrens Investment Partners LLC | 2,393 | $30.0K | 0.01% | +2,393 | New |
| Parkside Financial Bank & Trust | 2,501 | $32.0K | 0.01% | +1,210+93.7% | Added |
| Gradient Investments LLC | 2,696 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,696 | $34.0K | 0.01% | +11+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% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,976 | $37.0K | 0.01% | +100+3.5% | Added |
| Farmers & Merchants Investments Inc | 2,995 | $38.0K | 0.00% | −158−5.0% | Reduced |
| Norwood Financial Corp | 3,000 | $38.0K | 0.05% | +3,000 | New |
| PFS Partners, LLC | 3,214 | $40.3K | 0.03% | +3,214 | New |
| AdvisorNet Financial, Inc | 3,285 | $41.0K | 0.00% | −4,984−60.3% | Reduced |
| Quadrant Capital Group LLC | 3,289 | $41.0K | 0.00% | +183+5.9% | Added |
| Sugarloaf Wealth Management, LLC | 3,399 | $43.0K | 0.01% | +34+1.0% | Added |
| Bedel Financial Consulting, Inc. | 3,424 | $43.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,581 | $45.0K | 0.01% | −1,455−28.9% | Reduced |
| Widmann Financial Services, Inc. | 3,644 | $45.0K | 0.04% | +3,644 | New |
| Commons Capital, LLC | 3,581 | $45.0K | 0.04% | +3,581 | New |
| TSFG, LLC | 3,697 | $46.0K | 0.02% | +73+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,814 | $48.0K | 0.00% | +729+23.6% | Added |
| Schubert & Co | 4,003 | $50.0K | 0.05% | +4,003 | New |
| Front Row Advisors LLC | 4,241 | $53.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,409 | $55.0K | 0.00% | −9,057−67.3% | Reduced |
| Column Capital Advisors, LLC | 4,555 | $57.0K | 0.01% | +92+2.1% | Added |
| Rosenberg Matthew Hamilton | 4,654 | $58.0K | 0.02% | +4,074+702.4% | Added |
| Private Capital Group, LLC | 4,750 | $60.0K | 0.01% | −473−9.1% | Reduced |
| IFP Advisors, Inc | 4,640 | $61.0K | 0.00% | −265−5.4% | Reduced |
| TD Private Client Wealth LLC | 4,861 | $61.0K | 0.00% | −2,607−34.9% | Reduced |
| Quent Capital, LLC | 4,973 | $62.0K | 0.01% | +4,973 | New |
| Northwest Investment Counselors, LLC | 5,000 | $63.0K | 0.02% | +5,000 | New |
| Cullen/Frost Bankers, Inc. | 5,104 | $64.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,190 | $65.0K | 0.01% | +48+0.9% | Added |
| Halpern Financial, Inc. | 5,222 | $65.5K | 0.03% | −2,828−35.1% | Reduced |
| Central Trust Co | 5,470 | $68.0K | 0.00% | +1,096+25.1% | Added |
| Exane Derivatives | 5,646 | $70.9K | 0.02% | +5,170+1,086.1% | Added |