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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, Q1 2022

Institutional positions in Lumen Technologies, Inc. as of Mar 31, 2022. 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
779
−2 vs. Q4 2021
Shares held
803.7M
−15.2M (−1.9%) vs. Q4 2021
Total value
$9.05B
−$1.22B (−11.9%) vs. Q4 2021
New holders
95
308 more added
Sold out
97
243 more reduced

11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 779 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 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 heldQ1 2022: $9.05B
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 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2021.

Institutions holding LUMN in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Hudock, Inc.56$00.00%−9,483−99.4%Reduced
Carolinas Wealth Consulting LLC17$00.00%−1,102−98.5%Reduced
Plante Moran Financial Advisors, LLC13$00.00%−608−97.9%Reduced
FourThought Financial, LLC13$00.00%−200−93.9%Reduced
Centerpoint Advisors, LLC39$00.00%−80−67.2%Reduced
Twin Lakes Capital Management, LLC41$00.00%+1+2.5%Added
Adirondack Trust Co12$00.00%00.0%Unchanged
Credit Agricole S A6$00.00%00.0%Unchanged
Covington Capital Management23$00.00%00.0%Unchanged
Westside Investment Management, Inc.42$00.00%00.0%Unchanged
Baystate Wealth Management LLC12$00.00%00.0%Unchanged
JJJ Advisors Inc.37$00.00%00.0%Unchanged
Private Ocean, LLC1$00.00%+1New
Mark Sheptoff Financial Planning, LLC39$00.00%00.0%Unchanged
National Pension Service10$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$00.00%00.0%Unchanged
NVWM, LLC5$00.00%−4−44.4%Reduced
Red Cedar Capital, LLC1$00.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.16$00.00%00.0%Unchanged
Baldrige Asset Management LLC4$00.00%00.0%Unchanged
Hoey Investments, Inc9$00.00%00.0%Unchanged
PYA Waltman Capital, LLC27$00.00%00.0%Unchanged
Bellwether Advisors, LLC3$00.00%00.0%Unchanged
Annapolis Financial Services, LLC38$00.00%00.0%Unchanged
Addison Advisors LLC21$00.00%00.0%Unchanged
CIBC Private Wealth Group, LLC33$00.00%+33New
Bartlett & Co. LLC6$00.00%+6New
GoalVest Advisory LLC11$00.00%+11New
San Luis Wealth Advisors LLC1$00.00%+1New
Level Financial Advisors, Inc.6$00.00%+6New
SJS Investment Consulting Inc.37$00.00%+37New
Nauset Wealth Management. LLC1$00.00%+1New
Cornerstone Management, Inc.5$570.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC6$680.00%+6New
WestEnd Advisors, LLC–$1010.00%––
Archer Investment Corp11$1250.00%00.0%Unchanged
Ci Investments Inc.61$1.00K0.00%−34,149−99.8%Reduced
MV Capital Management, Inc.50$1.00K0.00%−1,604−97.0%Reduced
Massmutual Trust Co FSB66$1.00K0.00%−856−92.8%Reduced
BerganKDV Wealth Management, LLC100$1.00K0.00%−196−66.2%Reduced
Sageworth Trust Co78$1.00K0.00%−78−50.0%Reduced
First National Bank of South Miami126$1.00K0.00%00.0%Unchanged
Sierra Capital LLC128$1.00K0.00%00.0%Unchanged
MUFG Americas Holdings Corp117$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.47$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors87$1.00K0.00%−8−8.4%Reduced
Winch Advisory Services, LLC112$1.00K0.00%00.0%Unchanged
Vectors Research Management, LLC116$1.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC108$1.00K0.00%+8+8.0%Added
Global Wealth Management Investment Advisory, Inc.116$1.00K0.00%00.0%Unchanged
TFC Financial Management51$1.00K0.00%00.0%Unchanged
Sandy Cove Advisors, LLC102$1.00K0.00%+2+2.0%Added
GW&K Investment Management, LLC114$1.00K0.00%+114New
GHP Investment Advisors, Inc.47$1.00K0.00%+47New
CNB Bank127$1.00K0.00%+127New
Karlinski Andrew C51$1.00K0.00%+51New
Raffa Wealth Management, LLC126$1.42K0.00%+1+0.8%Added
Herold Advisors, Inc.150$1.69K0.00%+150New
Focused Wealth Management, Inc167$2.00K0.00%−10,496−98.4%Reduced
EverSource Wealth Advisors, LLC176$2.00K0.00%−910−83.8%Reduced
Tarbox Family Office, Inc.207$2.00K0.00%−315−60.3%Reduced
Evoke Wealth, LLC216$2.00K0.00%−369−63.1%Reduced
Pacific Center for Financial Services198$2.00K0.00%−64−24.4%Reduced
Graves-Light Private Wealth Management, Inc.221$2.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC250$2.00K0.00%00.0%Unchanged
CVA Family Office, LLC195$2.00K0.00%−55−22.0%Reduced
City State Bank200$2.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management214$2.00K0.00%00.0%Unchanged
American Research & Management Co.142$2.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.180$2.00K0.00%+4+2.3%Added
Capital Advisors, Ltd. LLC145$2.00K0.00%−17−10.5%Reduced
FinTrust Capital Advisors, LLC157$2.00K0.00%00.0%Unchanged
Performa Ltd (US), LLC175$2.00K0.00%00.0%Unchanged
Norway Savings Bank185$2.00K0.00%00.0%Unchanged
First Bank & Trust137$2.00K0.00%00.0%Unchanged
Pflug Koory, LLC168$2.00K0.00%00.0%Unchanged
Leelyn Smith, LLC183$2.00K0.00%00.0%Unchanged
Key Financial Inc193$2.00K0.00%+17+9.7%Added
Clearview Wealth Advisors LLC192$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC140$2.00K0.00%00.0%Unchanged
Whittier Trust Co138$2.00K0.00%+95+220.9%Added
IndexIQ Advisors LLC169$2.00K0.00%+169New
Capital Advisory Group Advisory Services, LLC135$2.00K0.00%+135New
Disciplined Investments, LLC213$2.00K0.00%+213New
Dixon Hughes Goodman Wealth Advisors LLC163$2.00K0.00%+163New
Prestige Wealth Management Group LLC290$3.00K0.00%−98−25.3%Reduced
Assetmark, Inc233$3.00K0.00%−118−33.6%Reduced
Toronto Dominion Bank250$3.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC232$3.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.250$3.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC273$3.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC224$3.00K0.00%+224New
Sargent Bickham Lagudis LLC351$4.00K0.00%−1,099−75.8%Reduced
Tevis Investment Management370$4.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc328$4.00K0.00%00.0%Unchanged
TCTC Holdings, LLC317$4.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.369$4.00K0.00%+17+4.8%Added
Cordant, Inc.371$4.00K0.00%+371New
Worth Asset Management, LLC318$4.00K0.00%+318New
Glen Eagle Advisors, LLC400$4.51K0.00%+400New