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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 5,658 | $71.0K | 0.03% | +43+0.8% | Added |
| Johnson Financial Group, Inc. | 5,740 | $72.0K | 0.00% | +2,407+72.2% | Added |
| Carolina Wealth Advisors, LLC | 5,785 | $73.0K | 0.04% | +134+2.4% | Added |
| Hanson & Doremus Investment Management | 5,951 | $75.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 6,067 | $76.0K | 0.00% | +2,035+50.5% | Added |
| Concord Wealth Partners | 6,307 | $79.0K | 0.02% | +776+14.0% | Added |
| Accel Wealth Management | 7,501 | $94.0K | 0.05% | +12+0.2% | Added |
| CoreCap Advisors, LLC | 7,604 | $95.0K | 0.01% | +7,604 | New |
| Chicago Partners Investment Group LLC | 10,124 | $100.0K | 0.01% | −545−5.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,704 | $109.0K | 0.00% | −1,089−11.1% | Reduced |
| Sentry Investment Management LLC | 8,912 | $112.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 8,961 | $113.0K | 0.00% | +8,961 | New |
| Hudock, Inc. | 9,539 | $119.0K | 0.03% | +9,501+25,002.6% | Added |
| Neo Ivy Capital Management | 9,631 | $121.0K | 0.17% | +9,631 | New |
| Parallel Advisors, LLC | 9,868 | $124.0K | 0.00% | +393+4.1% | Added |
| NorthCrest Asset Manangement, LLC | 10,000 | $126.0K | 0.01% | +10,000 | New |
| Rockefeller Capital Management L.P. | 10,152 | $127.0K | 0.00% | −14,384−58.6% | Reduced |
| Iron Financial, LLC | 10,281 | $129.0K | 0.06% | +10,281 | New |
| Financial Advisory Service, Inc. | 10,252 | $129.0K | 0.01% | +10,252 | New |
| Veriti Management LLC | 10,329 | $130.0K | 0.02% | −88−0.8% | Reduced |
| Verition Fund Management LLC | 10,340 | $130.0K | 0.00% | +10,340 | New |
| WealthPLAN Partners, LLC | 10,650 | $131.0K | 0.01% | −314−2.9% | Reduced |
| Emerald Advisors, LLC | 10,415 | $131.0K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10,400 | $131.0K | 0.01% | +10,400 | New |
| Albert D Mason Inc | 10,600 | $133.0K | 0.08% | +10,600 | New |
| Focused Wealth Management, Inc | 10,663 | $134.0K | 0.02% | +30.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,813 | $136.0K | 0.00% | 00.0% | Unchanged |
| Stableford Capital II LLC | 11,118 | $136.0K | 0.06% | +1,100+11.0% | Added |
| State of Wyoming | 10,825 | $136.0K | 0.06% | +10,825 | New |
| Confluence Wealth Services, Inc. | 10,894 | $136.0K | 0.04% | +10,894 | New |
| Valtinson Bruner Financial Planning LLC | 11,013 | $138.0K | 0.08% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,052 | $139.0K | 0.01% | +10.0% | Added |
| B. Riley Wealth Management, Inc. | 11,054 | $139.0K | 0.01% | +10.0% | Added |
| Claret Asset Management Corp | 11,341 | $142.0K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 11,409 | $143.0K | 0.06% | −191−1.6% | Reduced |
| We Are One Seven, LLC | 11,373 | $143.0K | 0.01% | +327+3.0% | Added |
| Fukoku Mutual Life Insurance Co | 11,492 | $144.0K | 0.01% | +350+3.1% | Added |
| Valeo Financial Advisors, LLC | 11,554 | $145.0K | 0.01% | −7,603−39.7% | Reduced |
| AIA Group Ltd | 11,795 | $148.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 11,804 | $148.0K | 0.00% | +1,013+9.4% | Added |
| Parsec Financial Management, Inc. | 12,036 | $151.0K | 0.01% | +239+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,050 | $151.0K | 0.01% | +12,050 | New |
| Diligent Investors, LLC | 12,071 | $151.0K | 0.04% | +12,071 | New |
| Ameritas Investment Partners, Inc. | 12,081 | $152.0K | 0.01% | −2,286−15.9% | Reduced |
| NorthRock Partners, LLC | 12,074 | $152.0K | 0.01% | −559−4.4% | Reduced |
| Independent Wealth Network Inc. | 12,102 | $152.0K | 0.09% | +12,102 | New |
| First Heartland Consultants, Inc. | 12,211 | $153.0K | 0.02% | −1,353−10.0% | Reduced |
| Meridian Wealth Management, LLC | 12,277 | $154.0K | 0.02% | +770+6.7% | Added |
| Centennial Wealth Advisory LLC | 12,326 | $155.0K | 0.09% | +451+3.8% | Added |
| Powell Investment Advisors, LLC | 12,447 | $156.0K | 0.09% | 00.0% | Unchanged |
| Harvest Management LLC | 12,540 | $157.0K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,478 | $157.0K | 0.00% | +12,478 | New |
| Clarius Group, LLC | 12,593 | $158.0K | 0.01% | −6,543−34.2% | Reduced |
| Bokf, NA | 12,704 | $159.0K | 0.00% | +513+4.2% | Added |
| Perkins Capital Management Inc | 12,700 | $159.0K | 0.11% | +12,700 | New |
| NuWave Investment Management, LLC | 12,649 | $159.0K | 0.18% | +12,649 | New |
| Institutional & Family Asset Management, LLC | 12,778 | $160.0K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,774 | $160.0K | 0.01% | +2,044+19.0% | Added |
| Arkadios Wealth Advisors | 13,082 | $164.0K | 0.02% | −42,092−76.3% | Reduced |
| Prelude Capital Management, LLC | 13,048 | $164.0K | 0.01% | −9,607−42.4% | Reduced |
| Tradition Wealth Management, LLC | 13,140 | $165.0K | 0.02% | +60.0% | Added |
| Hyman Charles D | 13,400 | $168.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 13,400 | $168.0K | 0.01% | +13,400 | New |
| Centiva Capital, LP | 13,401 | $168.0K | 0.01% | +13,401 | New |
| American National Insurance Co | 13,500 | $169.0K | 0.04% | −49,550−78.6% | Reduced |
| Visionary Wealth Advisors | 13,454 | $169.0K | 0.01% | +13,454 | New |
| Frontier Wealth Management LLC | 13,617 | $171.0K | 0.01% | +7+0.1% | Added |
| Abacus Planning Group, Inc. | 13,753 | $173.0K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13,763 | $173.0K | 0.01% | +3,468+33.7% | Added |
| Trust Asset Management LLC | 13,969 | $175.0K | 0.02% | 00.0% | Unchanged |
| Straight Path Wealth Management | 14,000 | $176.0K | 0.15% | +14,000 | New |
| Lincoln National Corp | 14,263 | $179.0K | 0.00% | +930+7.0% | Added |
| American Portfolios Advisors | 14,442 | $181.2K | 0.01% | +110+0.8% | Added |
| Capital Investment Advisory Services, LLC | 14,638 | $184.0K | 0.02% | +1,311+9.8% | Added |
| Empirical Finance, LLC | 14,695 | $184.0K | 0.02% | +2,601+21.5% | Added |
| Keybank National Association | 14,654 | $184.0K | 0.00% | +14,654 | New |
| Hudson Valley Investment Advisors Inc | 15,000 | $188.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 14,950 | $188.0K | 0.03% | +2,300+18.2% | Added |
| Safeguard Investment Advisory Group, LLC | 15,206 | $190.0K | 0.11% | −1,377−8.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,144 | $190.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,382 | $191.0K | 0.02% | +15,382 | New |
| Revolve Wealth Partners, LLC | 15,489 | $194.0K | 0.06% | +15,489 | New |
| BDO Wealth Advisors, LLC | 15,684 | $197.0K | 0.02% | −14,940−48.8% | Reduced |
| Delphia (USA) Inc. | 15,678 | $197.0K | 0.21% | +15,678 | New |
| Greenleaf Trust | 15,779 | $198.0K | 0.00% | +15,779 | New |
| Van Eck Associates Corp | 15,823 | $199.0K | 0.00% | +5,890+59.3% | Added |
| XTX Topco Ltd | 15,841 | $199.0K | 0.11% | +15,841 | New |
| Checchi Capital Advisers, LLC | 15,908 | $200.0K | 0.02% | +3,522+28.4% | Added |
| Ieq Capital, LLC | 15,943 | $200.0K | 0.00% | +5,805+57.3% | Added |
| D.A. Davidson & Co. | 16,330 | $205.0K | 0.00% | +32+0.2% | Added |
| Jupiter Asset Management Ltd | 16,111 | $205.0K | 0.00% | +16,111 | New |
| BSW Wealth Partners | 16,470 | $207.0K | 0.05% | +2,917+21.5% | Added |
| Wetherby Asset Management Inc | 16,478 | $207.0K | 0.01% | +3,308+25.1% | Added |
| Laird Norton Trust Company, LLC | 16,643 | $208.0K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 16,473 | $210.0K | 0.00% | +16,473 | New |
| Gray Wealth Management Inc. | 16,869 | $212.0K | 0.11% | +16,869 | New |
| Blueshift Asset Management, LLC | 16,959 | $213.0K | 0.02% | −16,927−50.0% | Reduced |
| GWM Advisors LLC | 17,127 | $215.0K | 0.00% | −851−4.7% | Reduced |
| Boston Private Wealth LLC | 17,373 | $218.0K | 0.00% | −7,314−29.6% | Reduced |