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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: 807 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 2022807$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
Sawtooth Solutions, LLC30,462$382.0K0.04%+15,293+100.8%Added
Vantage Consulting Group Inc30,315$380.0K0.10%+1,381+4.8%Added
Quantinno Capital Management LP30,318$380.0K0.07%+30,318New
Syntax Advisors, LLC30,315$380.0K0.28%+30,315New
Shepherd Kaplan Krochuk, LLC30,205$379.0K0.14%00.0%Unchanged
Trust Co of Oklahoma30,095$377.7K0.13%−1,350−4.3%Reduced
One Wealth Advisors, LLC29,945$376.0K0.10%−1,271−4.1%Reduced
Marco Investment Management LLC29,950$376.0K0.04%00.0%Unchanged
Bluefin Capital Management, LLC29,700$373.0K0.03%+10,400+53.9%Added
Horst & Graben Wealth Management LLC29,618$372.0K0.09%+602+2.1%Added
Auxier Asset Management29,500$370.0K0.06%−5,250−15.1%Reduced
Edgestream Partners, L.P.29,348$368.0K0.02%−65,261−69.0%Reduced
Horizon Investments, LLC29,321$368.0K0.01%+18,375+167.9%Added
Seeyond29,315$367.0K0.03%00.0%Unchanged
Quantamental Technologies LLC28,991$364.0K0.18%+28,991New
Ontario Teachers Pension Plan Board28,943$363.0K0.00%00.0%Unchanged
Redpoint Investment Management Pty Ltd28,533$358.0K0.03%00.0%Unchanged
Blair William & Co28,516$358.0K0.00%+2,714+10.5%Added
Wealthsource Partners, LLC28,363$356.0K0.03%+7,030+33.0%Added
Endurance Wealth Management, Inc.28,282$355.0K0.04%−475−1.7%Reduced
Balasa Dinverno & Foltz LLC28,214$354.0K0.02%−4,199−13.0%Reduced
Arrow Investment Advisors, LLC28,247$354.0K0.25%−576−2.0%Reduced
Invst, LLC36,567$352.0K0.06%−28,964−44.2%Reduced
Schroder Investment Management Group28,014$351.0K0.00%−7,754−21.7%Reduced
Cresset Asset Management, LLC27,921$350.0K0.00%+13,515+93.8%Added
Ancora Advisors, LLC27,619$347.0K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.27,512$345.0K0.03%+27,512New
Equitable Holdings, Inc.27,323$343.0K0.01%+147+0.5%Added
G2 Capital Management, LLC27,083$340.0K0.13%+27,083New
Dowling & Yahnke LLC26,914$338.0K0.02%−2,260−7.7%Reduced
Graham Capital Management, L.P.26,451$331.0K0.02%+26,451New
Principle Wealth Partners LLC25,720$323.0K0.03%+230+0.9%Added
Sigma Planning Corp25,297$317.0K0.01%−1,779−6.6%Reduced
Bessemer Group Inc25,041$315.0K0.00%+9,014+56.2%Added
FDx Advisors, Inc.25,051$314.0K0.01%−12,910−34.0%Reduced
Red Door Wealth Management, LLC24,831$311.0K0.10%+315+1.3%Added
Modera Wealth Management, LLC24,737$310.0K0.01%+24,737New
Pinnacle Associates Ltd24,419$306.0K0.01%−6,548−21.1%Reduced
CIBC World Markets Inc.24,384$306.0K0.00%+10,119+70.9%Added
Kentucky Retirement Systems Insurance Trust Fund23,738$298.0K0.03%−637−2.6%Reduced
Perigon Wealth Management, LLC23,660$297.0K0.02%−151−0.6%Reduced
Indie Asset Partners, LLC23,500$295.0K0.21%+500+2.2%Added
Chiron Capital Management, LLC23,400$294.0K0.21%00.0%Unchanged
Meeder Asset Management Inc23,336$293.0K0.03%−21,889−48.4%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.22,950$288.0K0.05%+2,000+9.5%Added
Fairfield, Bush & Co.22,870$287.0K0.14%+1,501+7.0%Added
JustInvest LLC22,883$287.0K0.02%+6,719+41.6%Added
NEXT Financial Group, Inc22,709$285.0K0.02%−4,864−17.6%Reduced
Interchange Capital Partners, LLC22,688$284.0K0.29%+22,688New
Coldstream Capital Management Inc22,454$282.0K0.01%+22,454New
Alpha Paradigm Partners, LLC22,437$282.0K0.11%+22,437New
Lido Advisors, LLC22,360$280.0K0.01%+608+2.8%Added
1620 Investment Advisors, Inc.22,314$280.0K0.31%+22,314New
Cigna Investments Inc22,095$277.0K0.02%−8,922−28.8%Reduced
C M Bidwell & Associates Ltd22,110$277.0K0.17%+22,110New
Forum Financial Management, LP22,049$277.0K0.01%+22,049New
Dorsey & Whitney Trust CO LLC21,838$274.0K0.02%−15,166−41.0%Reduced
Mirador Capital Partners LP21,595$271.0K0.06%+21,595New
Atlas Capital Advisors LLC21,590$271.0K0.04%−107−0.5%Reduced
Proequities, Inc.21,528$270.0K0.02%+2,595+13.7%Added
Future Financial Wealth Managment LLC21,299$270.0K0.22%+21,299New
Congress Wealth Management LLC21,444$269.0K0.01%+21,444New
Grimes & Company, Inc.21,184$266.0K0.01%−2,450−10.4%Reduced
First National Trust Co21,203$266.0K0.01%+130+0.6%Added
Integrated Wealth Concepts LLC20,957$263.0K0.01%+2,627+14.3%Added
Deseret Mutual Benefit Administrators20,846$262.0K0.04%−1,000−4.6%Reduced
Regentatlantic Capital LLC20,722$260.0K0.01%+20,722New
SeaCrest Wealth Management, LLC20,642$259.0K0.03%+589+2.9%Added
NJ State Employees Deferred Compensation Plan20,550$258.0K0.03%00.0%Unchanged
CWM, LLC20,581$258.0K0.00%+20,581New
Two Sigma Securities, LLC20,242$254.0K0.05%+20,242New
Laidlaw Wealth Management LLC20,273$254.0K0.04%+20,273New
Silvercrest Asset Management Group LLC20,106$252.0K0.00%00.0%Unchanged
Quantum Private Wealth, LLC20,000$251.0K0.10%+20,000New
Teza Capital Management LLC19,680$247.0K0.07%+8,919+82.9%Added
Cypress Capital Group19,091$240.0K0.03%+2,564+15.5%Added
Cetera Advisors LLC19,159$240.0K0.00%+3,445+21.9%Added
S. Muoio & Co. LLC18,850$237.0K0.25%00.0%Unchanged
Sanders Morris Harris LLC18,720$235.0K0.04%+1,000+5.6%Added
Trustmark National Bank Trust Department18,646$234.0K0.02%00.0%Unchanged
Essex Financial Services, Inc.18,546$233.0K0.02%+2,055+12.5%Added
IBM Retirement Fund18,408$231.0K0.03%−13,048−41.5%Reduced
MAI Capital Management18,423$231.0K0.00%+107+0.6%Added
Pathstone Family Office, LLC18,412$231.0K0.01%+2,823+18.1%Added
Huntington National Bank18,398$230.0K0.00%−328−1.8%Reduced
Assenagon Asset Management S.A.17,996$226.0K0.00%−520−2.8%Reduced
Savant Capital, LLC17,813$224.0K0.01%+2,879+19.3%Added
Moody National Bank Trust Division17,781$223.0K0.01%−49,550−73.6%Reduced
Geneos Wealth Management Inc.17,658$221.0K0.01%+29+0.2%Added
Sowell Financial Services LLC17,560$220.0K0.01%+17,560New
Wedge Capital Management L L P17,426$219.0K0.00%−3,386−16.3%Reduced
Boston Private Wealth LLC17,373$218.0K0.00%−7,314−29.6%Reduced
GWM Advisors LLC17,127$215.0K0.00%−851−4.7%Reduced
Blueshift Asset Management, LLC16,959$213.0K0.02%−16,927−50.0%Reduced
Gray Wealth Management Inc.16,869$212.0K0.11%+16,869New
B. Metzler seel. Sohn & Co. AG16,473$210.0K0.00%+16,473New
Laird Norton Trust Company, LLC16,643$208.0K0.02%00.0%Unchanged
BSW Wealth Partners16,470$207.0K0.05%+2,917+21.5%Added
Wetherby Asset Management Inc16,478$207.0K0.01%+3,308+25.1%Added
D.A. Davidson & Co.16,330$205.0K0.00%+32+0.2%Added