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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 17,426 | $219.0K | 0.00% | −3,386−16.3% | Reduced |
| Sowell Financial Services LLC | 17,560 | $220.0K | 0.01% | +17,560 | New |
| Geneos Wealth Management Inc. | 17,658 | $221.0K | 0.01% | +29+0.2% | Added |
| Moody National Bank Trust Division | 17,781 | $223.0K | 0.01% | −49,550−73.6% | Reduced |
| Savant Capital, LLC | 17,813 | $224.0K | 0.01% | +2,879+19.3% | Added |
| Assenagon Asset Management S.A. | 17,996 | $226.0K | 0.00% | −520−2.8% | Reduced |
| Huntington National Bank | 18,398 | $230.0K | 0.00% | −328−1.8% | Reduced |
| IBM Retirement Fund | 18,408 | $231.0K | 0.03% | −13,048−41.5% | Reduced |
| MAI Capital Management | 18,423 | $231.0K | 0.00% | +107+0.6% | Added |
| Pathstone Family Office, LLC | 18,412 | $231.0K | 0.01% | +2,823+18.1% | Added |
| Essex Financial Services, Inc. | 18,546 | $233.0K | 0.02% | +2,055+12.5% | Added |
| Trustmark National Bank Trust Department | 18,646 | $234.0K | 0.02% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 18,720 | $235.0K | 0.04% | +1,000+5.6% | Added |
| S. Muoio & Co. LLC | 18,850 | $237.0K | 0.25% | 00.0% | Unchanged |
| Cypress Capital Group | 19,091 | $240.0K | 0.03% | +2,564+15.5% | Added |
| Cetera Advisors LLC | 19,159 | $240.0K | 0.00% | +3,445+21.9% | Added |
| Teza Capital Management LLC | 19,680 | $247.0K | 0.07% | +8,919+82.9% | Added |
| Quantum Private Wealth, LLC | 20,000 | $251.0K | 0.10% | +20,000 | New |
| Silvercrest Asset Management Group LLC | 20,106 | $252.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 20,242 | $254.0K | 0.05% | +20,242 | New |
| Laidlaw Wealth Management LLC | 20,273 | $254.0K | 0.04% | +20,273 | New |
| NJ State Employees Deferred Compensation Plan | 20,550 | $258.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 20,581 | $258.0K | 0.00% | +20,581 | New |
| SeaCrest Wealth Management, LLC | 20,642 | $259.0K | 0.03% | +589+2.9% | Added |
| Regentatlantic Capital LLC | 20,722 | $260.0K | 0.01% | +20,722 | New |
| Deseret Mutual Benefit Administrators | 20,846 | $262.0K | 0.04% | −1,000−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 20,957 | $263.0K | 0.01% | +2,627+14.3% | Added |
| Grimes & Company, Inc. | 21,184 | $266.0K | 0.01% | −2,450−10.4% | Reduced |
| First National Trust Co | 21,203 | $266.0K | 0.01% | +130+0.6% | Added |
| Congress Wealth Management LLC | 21,444 | $269.0K | 0.01% | +21,444 | New |
| Proequities, Inc. | 21,528 | $270.0K | 0.02% | +2,595+13.7% | Added |
| Future Financial Wealth Managment LLC | 21,299 | $270.0K | 0.22% | +21,299 | New |
| Atlas Capital Advisors LLC | 21,590 | $271.0K | 0.04% | −107−0.5% | Reduced |
| Mirador Capital Partners LP | 21,595 | $271.0K | 0.06% | +21,595 | New |
| Dorsey & Whitney Trust CO LLC | 21,838 | $274.0K | 0.02% | −15,166−41.0% | Reduced |
| Cigna Investments Inc | 22,095 | $277.0K | 0.02% | −8,922−28.8% | Reduced |
| C M Bidwell & Associates Ltd | 22,110 | $277.0K | 0.17% | +22,110 | New |
| Forum Financial Management, LP | 22,049 | $277.0K | 0.01% | +22,049 | New |
| Lido Advisors, LLC | 22,360 | $280.0K | 0.01% | +608+2.8% | Added |
| 1620 Investment Advisors, Inc. | 22,314 | $280.0K | 0.31% | +22,314 | New |
| Coldstream Capital Management Inc | 22,454 | $282.0K | 0.01% | +22,454 | New |
| Alpha Paradigm Partners, LLC | 22,437 | $282.0K | 0.11% | +22,437 | New |
| Interchange Capital Partners, LLC | 22,688 | $284.0K | 0.29% | +22,688 | New |
| NEXT Financial Group, Inc | 22,709 | $285.0K | 0.02% | −4,864−17.6% | Reduced |
| Fairfield, Bush & Co. | 22,870 | $287.0K | 0.14% | +1,501+7.0% | Added |
| JustInvest LLC | 22,883 | $287.0K | 0.02% | +6,719+41.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22,950 | $288.0K | 0.05% | +2,000+9.5% | Added |
| Meeder Asset Management Inc | 23,336 | $293.0K | 0.03% | −21,889−48.4% | Reduced |
| Chiron Capital Management, LLC | 23,400 | $294.0K | 0.21% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 23,500 | $295.0K | 0.21% | +500+2.2% | Added |
| Perigon Wealth Management, LLC | 23,660 | $297.0K | 0.02% | −151−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,738 | $298.0K | 0.03% | −637−2.6% | Reduced |
| Pinnacle Associates Ltd | 24,419 | $306.0K | 0.01% | −6,548−21.1% | Reduced |
| CIBC World Markets Inc. | 24,384 | $306.0K | 0.00% | +10,119+70.9% | Added |
| Modera Wealth Management, LLC | 24,737 | $310.0K | 0.01% | +24,737 | New |
| Red Door Wealth Management, LLC | 24,831 | $311.0K | 0.10% | +315+1.3% | Added |
| FDx Advisors, Inc. | 25,051 | $314.0K | 0.01% | −12,910−34.0% | Reduced |
| Bessemer Group Inc | 25,041 | $315.0K | 0.00% | +9,014+56.2% | Added |
| Sigma Planning Corp | 25,297 | $317.0K | 0.01% | −1,779−6.6% | Reduced |
| Principle Wealth Partners LLC | 25,720 | $323.0K | 0.03% | +230+0.9% | Added |
| Graham Capital Management, L.P. | 26,451 | $331.0K | 0.02% | +26,451 | New |
| Dowling & Yahnke LLC | 26,914 | $338.0K | 0.02% | −2,260−7.7% | Reduced |
| G2 Capital Management, LLC | 27,083 | $340.0K | 0.13% | +27,083 | New |
| Equitable Holdings, Inc. | 27,323 | $343.0K | 0.01% | +147+0.5% | Added |
| Desjardins Global Asset Management Inc. | 27,512 | $345.0K | 0.03% | +27,512 | New |
| Ancora Advisors, LLC | 27,619 | $347.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 27,921 | $350.0K | 0.00% | +13,515+93.8% | Added |
| Schroder Investment Management Group | 28,014 | $351.0K | 0.00% | −7,754−21.7% | Reduced |
| Invst, LLC | 36,567 | $352.0K | 0.06% | −28,964−44.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 28,214 | $354.0K | 0.02% | −4,199−13.0% | Reduced |
| Arrow Investment Advisors, LLC | 28,247 | $354.0K | 0.25% | −576−2.0% | Reduced |
| Endurance Wealth Management, Inc. | 28,282 | $355.0K | 0.04% | −475−1.7% | Reduced |
| Wealthsource Partners, LLC | 28,363 | $356.0K | 0.03% | +7,030+33.0% | Added |
| Redpoint Investment Management Pty Ltd | 28,533 | $358.0K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 28,516 | $358.0K | 0.00% | +2,714+10.5% | Added |
| Ontario Teachers Pension Plan Board | 28,943 | $363.0K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 28,991 | $364.0K | 0.18% | +28,991 | New |
| Seeyond | 29,315 | $367.0K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 29,348 | $368.0K | 0.02% | −65,261−69.0% | Reduced |
| Horizon Investments, LLC | 29,321 | $368.0K | 0.01% | +18,375+167.9% | Added |
| Auxier Asset Management | 29,500 | $370.0K | 0.06% | −5,250−15.1% | Reduced |
| Horst & Graben Wealth Management LLC | 29,618 | $372.0K | 0.09% | +602+2.1% | Added |
| Bluefin Capital Management, LLC | 29,700 | $373.0K | 0.03% | +10,400+53.9% | Added |
| One Wealth Advisors, LLC | 29,945 | $376.0K | 0.10% | −1,271−4.1% | Reduced |
| Marco Investment Management LLC | 29,950 | $376.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 30,095 | $377.7K | 0.13% | −1,350−4.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $379.0K | 0.14% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 30,315 | $380.0K | 0.10% | +1,381+4.8% | Added |
| Quantinno Capital Management LP | 30,318 | $380.0K | 0.07% | +30,318 | New |
| Syntax Advisors, LLC | 30,315 | $380.0K | 0.28% | +30,315 | New |
| Sawtooth Solutions, LLC | 30,462 | $382.0K | 0.04% | +15,293+100.8% | Added |
| Captrust Financial Advisors | 30,708 | $385.0K | 0.00% | +4,175+15.7% | Added |
| NN Investment Partners Holdings N.V. | 31,100 | $390.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 57,306 | $391.0K | 0.00% | +45,005+365.9% | Added |
| Kinneret Advisory, LLC | 31,862 | $400.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 32,088 | $403.0K | 0.02% | −269−0.8% | Reduced |
| Wellington Shields & Co., LLC | 32,899 | $413.0K | 0.08% | +12,125+58.4% | Added |
| Burns J W & Co Inc | 33,047 | $415.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34,008 | $426.0K | 0.00% | +10,585+45.2% | Added |
| McRae Capital Management Inc | 34,062 | $427.0K | 0.09% | +1,000+3.0% | Added |