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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 5,189 | $58.5K | 0.00% | +328+6.7% | Added |
| Halpern Financial, Inc. | 5,222 | $58.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,245 | $59.0K | 0.01% | +55+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,685 | $64.0K | 0.03% | +27+0.5% | Added |
| Carolina Wealth Advisors, LLC | 6,090 | $69.0K | 0.04% | +305+5.3% | Added |
| Concord Wealth Partners | 6,266 | $71.0K | 0.02% | −41−0.7% | Reduced |
| Central Trust Co | 6,679 | $75.0K | 0.00% | +1,209+22.1% | Added |
| Exane Derivatives | 6,926 | $78.1K | 0.02% | +1,280+22.7% | Added |
| Lazard Asset Management LLC | 7,151 | $80.0K | 0.00% | −139,013−95.1% | Reduced |
| Umb Bank N A | 7,083 | $80.0K | 0.00% | −1,878−21.0% | Reduced |
| Money Concepts Capital Corp | 7,407 | $83.0K | 0.00% | +7,407 | New |
| Sentry Investment Management LLC | 7,629 | $86.0K | 0.03% | −1,283−14.4% | Reduced |
| Covestor Ltd | 7,875 | $89.0K | 0.06% | +6,160+359.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,000 | $90.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7,951 | $90.0K | 0.05% | +7,651+2,550.3% | Added |
| Prospera Financial Services Inc | 8,008 | $90.0K | 0.00% | +8,008 | New |
| Accel Wealth Management | 7,915 | $91.0K | 0.05% | +414+5.5% | Added |
| Canada Pension Plan Investment Board | 9,335 | $105.0K | 0.00% | −409,493−97.8% | Reduced |
| WealthPLAN Partners, LLC | 10,483 | $105.0K | 0.01% | −167−1.6% | Reduced |
| WealthPlan Investment Management, LLC | 10,483 | $105.0K | 0.01% | +10,483 | New |
| Walleye Trading LLC | 9,790 | $110.0K | 0.00% | +9,790 | New |
| Rockefeller Capital Management L.P. | 9,873 | $111.0K | 0.00% | −279−2.7% | Reduced |
| Congress Park Capital LLC | 10,000 | $113.0K | 0.06% | +10,000 | New |
| WealthBridge Capital Management, LLC | 10,226 | $115.0K | 0.04% | +10,226 | New |
| Running Point Capital Advisors, LLC | 10,225 | $115.0K | 0.07% | +10,225 | New |
| Albert D Mason Inc | 10,250 | $116.0K | 0.07% | −350−3.3% | Reduced |
| Financial Advisory Service, Inc. | 10,268 | $116.0K | 0.01% | +16+0.2% | Added |
| Emerald Advisors, LLC | 10,415 | $117.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,253 | $117.0K | 0.01% | +129+1.3% | Added |
| DC Investments Management, LLC | 10,411 | $117.0K | 0.20% | +10,411 | New |
| XML Financial, LLC | 10,420 | $117.0K | 0.01% | +10,420 | New |
| Quantamental Technologies LLC | 10,655 | $120.0K | 0.07% | −18,336−63.2% | Reduced |
| Lake Street Advisors Group, LLC | 10,731 | $121.0K | 0.01% | −2,043−16.0% | Reduced |
| Zacks Investment Management | 10,858 | $122.0K | 0.00% | +10,858 | New |
| Buckingham Strategic Wealth, LLC | 10,947 | $123.0K | 0.00% | +10,947 | New |
| Ascent Group, LLC | 10,924 | $123.0K | 0.01% | +10,924 | New |
| Valtinson Bruner Financial Planning LLC | 11,013 | $126.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,042 | $126.0K | 0.01% | +1,174+11.9% | Added |
| Dynamic Advisor Solutions LLC | 11,257 | $127.0K | 0.01% | +11,257 | New |
| Assenagon Asset Management S.A. | 11,374 | $128.0K | 0.00% | −6,622−36.8% | Reduced |
| Claret Asset Management Corp | 11,341 | $128.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 11,336 | $128.0K | 0.00% | +11,336 | New |
| Meridian Wealth Management, LLC | 11,428 | $129.0K | 0.01% | −849−6.9% | Reduced |
| CWM, LLC | 11,552 | $130.0K | 0.00% | −9,029−43.9% | Reduced |
| Bokf, NA | 11,635 | $131.0K | 0.00% | −1,069−8.4% | Reduced |
| Schechter Investment Advisors, LLC | 11,585 | $131.0K | 0.01% | +11,585 | New |
| Wetherby Asset Management Inc | 11,830 | $133.0K | 0.01% | −4,648−28.2% | Reduced |
| First Heartland Consultants, Inc. | 11,931 | $134.0K | 0.02% | −280−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,081 | $136.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,027 | $136.0K | 0.01% | −47−0.4% | Reduced |
| Cypress Capital Group | 12,455 | $137.0K | 0.02% | −6,636−34.8% | Reduced |
| S. Muoio & Co. LLC | 12,250 | $138.0K | 0.16% | −6,600−35.0% | Reduced |
| Parsec Financial Management, Inc. | 12,294 | $139.0K | 0.01% | +258+2.1% | Added |
| Sawtooth Solutions, LLC | 12,519 | $141.0K | 0.02% | −17,943−58.9% | Reduced |
| Harvest Management LLC | 12,540 | $141.0K | 0.17% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $142.0K | 0.08% | +171+1.4% | Added |
| We Are One Seven, LLC | 12,577 | $142.0K | 0.02% | +1,204+10.6% | Added |
| First National Bank | 12,598 | $142.0K | 0.13% | +12,598 | New |
| Reuter James Wealth Management, LLC | 12,597 | $142.0K | 0.06% | +12,597 | New |
| Perkins Capital Management Inc | 12,700 | $143.0K | 0.12% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12,778 | $144.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 12,793 | $144.0K | 0.00% | +989+8.4% | Added |
| Washington Trust Bank | 12,931 | $145.0K | 0.02% | +12,931 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,045 | $147.0K | 0.01% | +995+8.3% | Added |
| Tradition Wealth Management, LLC | 13,148 | $148.0K | 0.02% | +8+0.1% | Added |
| Iron Financial, LLC | 13,160 | $148.0K | 0.07% | +2,879+28.0% | Added |
| Hyman Charles D | 13,400 | $151.0K | 0.01% | 00.0% | Unchanged |
| American National Insurance Co | 13,500 | $152.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 13,406 | $152.0K | 0.14% | +3,775+39.2% | Added |
| Gray Wealth Management Inc. | 13,602 | $153.0K | 0.08% | −3,267−19.4% | Reduced |
| Two Sigma Securities, LLC | 13,706 | $154.0K | 0.02% | −6,536−32.3% | Reduced |
| Frontier Wealth Management LLC | 13,584 | $155.0K | 0.00% | −33−0.2% | Reduced |
| Trust Asset Management LLC | 13,827 | $156.0K | 0.02% | −142−1.0% | Reduced |
| Clarius Group, LLC | 12,593 | $158.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,052 | $158.0K | 0.02% | +14,052 | New |
| Kovack Advisors, Inc. | 14,132 | $159.0K | 0.02% | +14,132 | New |
| Occudo Quantitative Strategies LP | 14,470 | $163.0K | 0.01% | +14,470 | New |
| Geneos Wealth Management Inc. | 14,577 | $164.0K | 0.01% | −3,081−17.4% | Reduced |
| Apollon Wealth Management, LLC | 14,513 | $164.0K | 0.01% | +14,513 | New |
| Confluence Wealth Services, Inc. | 14,699 | $165.0K | 0.06% | +3,805+34.9% | Added |
| WBI Investments | 15,760 | $166.0K | 0.03% | +15,760 | New |
| Steel Peak Wealth Management LLC | 14,894 | $168.0K | 0.01% | −101,595−87.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 15,000 | $169.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 15,026 | $169.0K | 0.05% | +2,955+24.5% | Added |
| Atria Wealth Solutions, Inc. | 15,000 | $169.0K | 0.00% | +15,000 | New |
| Safeguard Investment Advisory Group, LLC | 15,115 | $170.0K | 0.12% | −91−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,144 | $171.0K | 0.01% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 15,282 | $172.0K | 0.01% | −434,005−96.6% | Reduced |
| Stableford Capital II LLC | 15,118 | $172.0K | 0.07% | +4,000+36.0% | Added |
| M Holdings Securities, Inc. | 15,423 | $174.0K | 0.01% | +15,423 | New |
| Valeo Financial Advisors, LLC | 24,229 | $178.0K | 0.01% | +12,675+109.7% | Added |
| BDO Wealth Advisors, LLC | 15,908 | $179.0K | 0.02% | +224+1.4% | Added |
| Humankind Investments LLC | 15,991 | $180.0K | 0.07% | +4,582+40.2% | Added |
| IBM Retirement Fund | 16,164 | $182.0K | 0.03% | −2,244−12.2% | Reduced |
| First Foundation Advisors | 16,309 | $184.0K | 0.01% | −241,176−93.7% | Reduced |
| Congress Wealth Management LLC | 16,373 | $184.0K | 0.00% | −5,071−23.6% | Reduced |
| Laird Norton Trust Company, LLC | 16,337 | $184.0K | 0.02% | −306−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,473 | $186.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 16,612 | $188.0K | 0.01% | −1,201−6.7% | Reduced |
| Centiva Capital, LP | 16,674 | $188.0K | 0.01% | +3,273+24.4% | Added |