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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 4,750 | $60.0K | 0.01% | −473−9.1% | Reduced |
| Rosenberg Matthew Hamilton | 4,654 | $58.0K | 0.02% | +4,074+702.4% | Added |
| Column Capital Advisors, LLC | 4,555 | $57.0K | 0.01% | +92+2.1% | Added |
| Harbour Investments, Inc. | 4,409 | $55.0K | 0.00% | −9,057−67.3% | Reduced |
| Front Row Advisors LLC | 4,241 | $53.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 4,003 | $50.0K | 0.05% | +4,003 | New |
| Benjamin F. Edwards & Company, Inc. | 3,814 | $48.0K | 0.00% | +729+23.6% | Added |
| TSFG, LLC | 3,697 | $46.0K | 0.02% | +73+2.0% | Added |
| 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 |
| 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 |
| 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 |
| PFS Partners, LLC | 3,214 | $40.3K | 0.03% | +3,214 | New |
| 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 |
| Creative Financial Designs Inc | 2,976 | $37.0K | 0.01% | +100+3.5% | Added |
| Howe & Rusling Inc | 2,874 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,814 | $35.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 2,501 | $32.0K | 0.01% | +1,210+93.7% | Added |
| Ahrens Investment Partners LLC | 2,393 | $30.0K | 0.01% | +2,393 | New |
| 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 |
| Financial Perspectives, Inc | 2,306 | $28.9K | 0.01% | −98−4.1% | Reduced |
| 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 |
| Manchester Capital Management LLC | 2,088 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| WFA Asset Management Corp | 1,885 | $23.7K | 0.02% | +1,885 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Smithfield Trust Co | 1,274 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Charter Oak Capital Management, LLC | 1,231 | $15.0K | 0.00% | +409+49.8% | Added |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 919 | $12.0K | 0.00% | −6−0.6% | Reduced |
| Massmutual Trust Co FSB | 922 | $12.0K | 0.00% | +922 | New |
| Kelly Financial Services LLC | 883 | $11.1K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 891 | $11.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $11.0K | 0.02% | +900 | New |
| Stonebridge Capital Advisors LLC | 816 | $10.0K | 0.00% | +166+25.5% | 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 |
| Plante Moran Financial Advisors, LLC | 621 | $8.00K | 0.00% | +162+35.3% | Added |
| First Community Trust NA | 600 | $7.53K | 0.01% | +600 | New |
| TD Waterhouse Canada Inc. | 507 | $7.06K | 0.00% | +507 | 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 434 | $5.45K | 0.00% | +59+15.7% | Added |
| Prestige Wealth Management Group LLC | 388 | $5.00K | 0.00% | −4,899−92.7% | Reduced |
| Kozak & Associates, Inc. | 466 | $5.00K | 0.00% | +10+2.2% | Added |
| Washington Trust Co | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 415 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $5.00K | 0.00% | +4+50.0% | Added |
| RE Dickinson Investment Advisors, LLC | 367 | $5.00K | 0.00% | +367 | New |
| Tevis Investment Management | 370 | $5.00K | 0.00% | +370 | New |
| First Horizon Advisors, Inc. | 352 | $4.00K | 0.00% | −2,162−86.0% | Reduced |
| Assetmark, Inc | 351 | $4.00K | 0.00% | −421−54.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 328 | $4.00K | 0.00% | 00.0% | Unchanged |