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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 488 | $5.00K | 0.00% | −1,233−71.6% | Reduced |
| Arlington Partners LLC | 474 | $5.00K | 0.00% | −275−36.7% | Reduced |
| PSI Advisors, LLC | 487 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 | 15 | $5.00K | 0.00% | +3+25.0% | Added |
| Kozak & Associates, Inc. | 466 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 399 | $5.00K | 0.00% | +32+8.7% | Added |
| Avion Wealth | 417 | $5.00K | 0.00% | +100+31.5% | Added |
| McIlrath & Eck, LLC | 429 | $5.00K | 0.00% | +306+248.8% | Added |
| RPg Family Wealth Advisory, LLC | 459 | $5.17K | 0.00% | +459 | New |
| Tortoise Investment Management, LLC | 520 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 598 | $6.00K | 0.00% | +9+1.5% | Added |
| Earnest Partners LLC | 505 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 507 | $6.28K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 580 | $7.00K | 0.00% | −4,074−87.5% | Reduced |
| First Community Trust NA | 600 | $7.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 604 | $7.00K | 0.00% | +37+6.5% | Added |
| Harbor Investment Advisory, LLC | 750 | $8.00K | 0.00% | −966−56.3% | Reduced |
| Zions Bancorporation, N.A. | 699 | $8.00K | 0.00% | −801−53.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 708 | $8.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 776 | $9.00K | 0.00% | −40−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 777 | $9.00K | 0.00% | +459+144.3% | Added |
| Sutton Wealth Advisors Inc. | 815 | $9.19K | 0.00% | +381+87.8% | Added |
| Kelly Financial Services LLC | 883 | $9.95K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 891 | $10.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,014 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,016 | $11.0K | 0.02% | +1,000+6,250.0% | Added |
| Parkside Financial Bank & Trust | 1,008 | $12.0K | 0.00% | −1,493−59.7% | Reduced |
| Salem Investment Counselors Inc | 1,101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,130 | $13.0K | 0.00% | −130,071−99.1% | Reduced |
| Community Bank, N.A. | 1,150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,146 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,130 | $13.0K | 0.00% | +1,100+3,666.7% | Added |
| Harvest Fund Management Co., Ltd | 1,259 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,274 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,454 | $16.0K | 0.00% | −478−24.7% | Reduced |
| Charter Oak Capital Management, LLC | 1,431 | $16.0K | 0.00% | +200+16.2% | Added |
| Wolff Wiese Magana LLC | 1,500 | $17.0K | 0.01% | +1,500 | New |
| Riverview Trust Co | 1,578 | $18.0K | 0.01% | +1,578 | New |
| Hexagon Capital Partners LLC | 1,700 | $19.0K | 0.01% | −169−9.0% | Reduced |
| Silvant Capital Management LLC | 1,657 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,700 | $19.0K | 0.03% | +800+88.9% | Added |
| Selective Wealth Management, Inc. | 1,706 | $19.0K | 0.01% | +1,700+28,333.3% | Added |
| North Star Investment Management Corp. | 1,751 | $20.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,849 | $21.0K | 0.00% | +27+1.5% | Added |
| Quadrant Capital Group LLC | 1,954 | $22.0K | 0.00% | −1,335−40.6% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $22.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 2,042 | $23.0K | 0.00% | −118,793−98.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,031 | $23.0K | 0.00% | −309−13.2% | Reduced |
| Monetary Management Group Inc | 2,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,008 | $23.0K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $23.0K | 0.01% | +2,000 | New |
| Manchester Capital Management LLC | 2,088 | $24.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,145 | $24.2K | 0.01% | +2,145 | New |
| Financial Avengers, Inc. | 2,184 | $25.0K | 0.02% | +15+0.7% | Added |
| City Holding Co | 2,294 | $25.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,301 | $26.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,314 | $26.0K | 0.01% | +333+16.8% | Added |
| Financial Perspectives, Inc | 2,309 | $26.0K | 0.01% | +3+0.1% | Added |
| WFA Asset Management Corp | 2,385 | $26.9K | 0.02% | +500+26.5% | Added |
| AdvisorNet Financial, Inc | 2,429 | $27.0K | 0.00% | −856−26.1% | Reduced |
| Wellington Shields Capital Management, LLC | 2,382 | $27.0K | 0.00% | +2,382 | New |
| TCWP LLC | 2,430 | $27.0K | 0.00% | +2,430 | New |
| Ahrens Investment Partners LLC | 2,500 | $28.0K | 0.01% | +107+4.5% | Added |
| Commons Capital, LLC | 2,581 | $29.0K | 0.03% | −1,000−27.9% | Reduced |
| Creative Financial Designs Inc | 2,676 | $30.0K | 0.00% | −300−10.1% | Reduced |
| Gradient Investments LLC | 2,696 | $30.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,818 | $32.0K | 0.00% | −996−26.1% | Reduced |
| Howe & Rusling Inc | 2,874 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,814 | $32.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,957 | $33.0K | 0.01% | +261+9.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,981 | $34.0K | 0.01% | −600−16.8% | Reduced |
| Norwood Financial Corp | 3,000 | $34.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,995 | $34.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,333 | $38.0K | 0.00% | −2,407−41.9% | Reduced |
| Global Retirement Partners, LLC | 3,214 | $38.0K | 0.00% | +3,214 | New |
| Private Capital Group, LLC | 3,492 | $39.0K | 0.01% | −1,258−26.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,438 | $39.0K | 0.01% | +39+1.1% | Added |
| Bedel Financial Consulting, Inc. | 3,424 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,500 | $39.0K | 0.02% | +3,500 | New |
| AGF Investments LLC | 3,582 | $40.0K | 0.00% | −58,435−94.2% | Reduced |
| First Quadrant L P | 3,505 | $40.0K | 0.22% | +3,505 | New |
| PFS Partners, LLC | 3,592 | $40.5K | 0.04% | +378+11.8% | Added |
| National Bank of Canada | 3,593 | $41.0K | 0.00% | −79,804−95.7% | Reduced |
| TSFG, LLC | 3,780 | $43.0K | 0.02% | +83+2.2% | Added |
| Schubert & Co | 4,066 | $46.0K | 0.05% | +63+1.6% | Added |
| Front Row Advisors LLC | 4,241 | $48.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,469 | $50.0K | 0.00% | −4,235−48.7% | Reduced |
| Allworth Financial LP | 4,426 | $50.0K | 0.00% | −1,641−27.0% | Reduced |
| Beacon Capital Management, LLC | 4,488 | $51.0K | 0.01% | +4,488 | New |
| Column Capital Advisors, LLC | 4,654 | $52.0K | 0.01% | +99+2.2% | Added |
| Hanson & Doremus Investment Management | 4,816 | $54.0K | 0.01% | −1,135−19.1% | Reduced |
| Lindbrook Capital, LLC | 4,916 | $55.0K | 0.01% | +3,997+434.9% | Added |
| Northwest Investment Counselors, LLC | 5,000 | $56.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,973 | $56.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,100 | $57.0K | 0.00% | −4−0.1% | Reduced |