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 | 807 | $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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 16,111 | $205.0K | 0.00% | +16,111 | 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 |
| 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 |
| Greenleaf Trust | 15,779 | $198.0K | 0.00% | +15,779 | 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 |
| Revolve Wealth Partners, LLC | 15,489 | $194.0K | 0.06% | +15,489 | New |
| Western Wealth Management, LLC | 15,382 | $191.0K | 0.02% | +15,382 | New |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 14,442 | $181.2K | 0.01% | +110+0.8% | Added |
| Lincoln National Corp | 14,263 | $179.0K | 0.00% | +930+7.0% | Added |
| Straight Path Wealth Management | 14,000 | $176.0K | 0.15% | +14,000 | New |
| Trust Asset Management LLC | 13,969 | $175.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Frontier Wealth Management LLC | 13,617 | $171.0K | 0.01% | +7+0.1% | Added |
| 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 |
| 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 |
| Tradition Wealth Management, LLC | 13,140 | $165.0K | 0.02% | +60.0% | 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 |
| 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 |
| 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 |
| Clarius Group, LLC | 12,593 | $158.0K | 0.01% | −6,543−34.2% | Reduced |
| Harvest Management LLC | 12,540 | $157.0K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,478 | $157.0K | 0.00% | +12,478 | New |
| Powell Investment Advisors, LLC | 12,447 | $156.0K | 0.09% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 12,326 | $155.0K | 0.09% | +451+3.8% | Added |
| Meridian Wealth Management, LLC | 12,277 | $154.0K | 0.02% | +770+6.7% | Added |
| First Heartland Consultants, Inc. | 12,211 | $153.0K | 0.02% | −1,353−10.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Valeo Financial Advisors, LLC | 11,554 | $145.0K | 0.01% | −7,603−39.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 11,492 | $144.0K | 0.01% | +350+3.1% | Added |
| 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 |
| Claret Asset Management Corp | 11,341 | $142.0K | 0.03% | 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 |
| Valtinson Bruner Financial Planning LLC | 11,013 | $138.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Focused Wealth Management, Inc | 10,663 | $134.0K | 0.02% | +30.0% | Added |
| Albert D Mason Inc | 10,600 | $133.0K | 0.08% | +10,600 | 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 |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 10,152 | $127.0K | 0.00% | −14,384−58.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,000 | $126.0K | 0.01% | +10,000 | New |
| Parallel Advisors, LLC | 9,868 | $124.0K | 0.00% | +393+4.1% | Added |
| Neo Ivy Capital Management | 9,631 | $121.0K | 0.17% | +9,631 | New |
| Hudock, Inc. | 9,539 | $119.0K | 0.03% | +9,501+25,002.6% | Added |
| Umb Bank N A | 8,961 | $113.0K | 0.00% | +8,961 | New |
| Sentry Investment Management LLC | 8,912 | $112.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,704 | $109.0K | 0.00% | −1,089−11.1% | Reduced |
| 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 |
| CoreCap Advisors, LLC | 7,604 | $95.0K | 0.01% | +7,604 | New |
| Accel Wealth Management | 7,501 | $94.0K | 0.05% | +12+0.2% | Added |
| Concord Wealth Partners | 6,307 | $79.0K | 0.02% | +776+14.0% | Added |
| Allworth Financial LP | 6,067 | $76.0K | 0.00% | +2,035+50.5% | Added |
| Hanson & Doremus Investment Management | 5,951 | $75.0K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 5,785 | $73.0K | 0.04% | +134+2.4% | Added |
| Johnson Financial Group, Inc. | 5,740 | $72.0K | 0.00% | +2,407+72.2% | Added |
| Newbridge Financial Services Group, Inc. | 5,658 | $71.0K | 0.03% | +43+0.8% | Added |
| Exane Derivatives | 5,646 | $70.9K | 0.02% | +5,170+1,086.1% | Added |
| Central Trust Co | 5,470 | $68.0K | 0.00% | +1,096+25.1% | Added |
| Halpern Financial, Inc. | 5,222 | $65.5K | 0.03% | −2,828−35.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,190 | $65.0K | 0.01% | +48+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 5,104 | $64.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5,000 | $63.0K | 0.02% | +5,000 | New |
| Quent Capital, LLC | 4,973 | $62.0K | 0.01% | +4,973 | New |
| TD Private Client Wealth LLC | 4,861 | $61.0K | 0.00% | −2,607−34.9% | Reduced |
| IFP Advisors, Inc | 4,640 | $61.0K | 0.00% | −265−5.4% | Reduced |