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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 16,998 | $192.0K | 0.00% | −129−0.8% | Reduced |
| Compagnie Lombard Odier SCmA | 17,000 | $192.0K | 0.00% | +17,000 | New |
| Cigna Investments Inc | 17,108 | $193.0K | 0.02% | −4,987−22.6% | Reduced |
| Smith, Moore & Co. | 17,098 | $193.0K | 0.03% | +2,148+14.4% | Added |
| Capital Investment Advisory Services, LLC | 17,320 | $195.0K | 0.02% | +2,682+18.3% | Added |
| Revolve Wealth Partners, LLC | 17,479 | $197.0K | 0.06% | +1,990+12.8% | Added |
| Paloma Partners Management Co | 17,661 | $199.0K | 0.02% | −157,674−89.9% | Reduced |
| Centennial Wealth Advisory LLC | 17,625 | $199.0K | 0.11% | +5,299+43.0% | Added |
| Atlas Capital Advisors LLC | 17,863 | $201.3K | 0.03% | −3,727−17.3% | Reduced |
| Welch Group, LLC | 18,130 | $204.0K | 0.01% | +4,730+35.3% | Added |
| D.A. Davidson & Co. | 18,167 | $205.0K | 0.00% | +1,837+11.2% | Added |
| AIA Group Ltd | 18,165 | $205.0K | 0.01% | +6,370+54.0% | Added |
| Huntington National Bank | 18,480 | $208.0K | 0.00% | +82+0.4% | Added |
| Moody National Bank Trust Division | 18,429 | $208.0K | 0.01% | +648+3.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,435 | $208.0K | 0.02% | +18,435 | New |
| Empirical Finance, LLC | 18,514 | $209.0K | 0.02% | +3,819+26.0% | Added |
| Trustmark National Bank Trust Department | 18,646 | $210.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 18,743 | $212.0K | 0.00% | +1,370+7.9% | Added |
| Deseret Mutual Benefit Administrators | 18,907 | $213.0K | 0.04% | −1,939−9.3% | Reduced |
| Regentatlantic Capital LLC | 19,117 | $215.0K | 0.01% | −1,605−7.7% | Reduced |
| Checchi Capital Advisers, LLC | 19,041 | $215.0K | 0.02% | +3,133+19.7% | Added |
| American Portfolios Advisors | 19,145 | $215.8K | 0.01% | +4,703+32.6% | Added |
| Spire Wealth Management | 19,535 | $220.0K | 0.01% | −97,535−83.3% | Reduced |
| Sanders Morris Harris LLC | 19,720 | $222.0K | 0.04% | +1,000+5.3% | Added |
| Corient Capital Partners, LLC | 19,867 | $224.0K | 0.01% | −14,173−41.6% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $225.0K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 20,000 | $226.0K | 0.02% | −1,838−8.4% | Reduced |
| Silvercrest Asset Management Group LLC | 20,106 | $227.0K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 20,273 | $228.0K | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 20,550 | $232.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 20,859 | $235.0K | 0.00% | +2,436+13.2% | Added |
| First National Trust Co | 21,000 | $237.0K | 0.01% | −203−1.0% | Reduced |
| Grimes & Company, Inc. | 21,184 | $239.0K | 0.01% | 00.0% | Unchanged |
| Barings LLC | 21,232 | $239.0K | 0.01% | +21,232 | New |
| Infrastructure Capital Advisors, LLC | 21,363 | $241.0K | 0.04% | +21,363 | New |
| Future Financial Wealth Managment LLC | 21,499 | $242.0K | 0.20% | +200+0.9% | Added |
| McGowan Group Asset Management, Inc. | 21,629 | $244.0K | 0.04% | +21,629 | New |
| Neuberger Berman Group LLC | 32,479 | $245.0K | 0.00% | −24,827−43.3% | Reduced |
| Lido Advisors, LLC | 21,759 | $245.0K | 0.00% | −601−2.7% | Reduced |
| Wedge Capital Management L L P | 21,700 | $245.0K | 0.00% | +4,274+24.5% | Added |
| Ullmann Financial Group, Inc. | 21,938 | $247.0K | 0.06% | +21,938 | New |
| SeaCrest Wealth Management, LLC | 22,092 | $249.0K | 0.03% | +1,450+7.0% | Added |
| Essex Financial Services, Inc. | 22,356 | $252.0K | 0.02% | +3,810+20.5% | Added |
| Allstate Corp | 22,723 | $256.0K | 0.01% | −62,152−73.2% | Reduced |
| Fairfield, Bush & Co. | 22,872 | $258.0K | 0.13% | +20.0% | Added |
| Van Eck Associates Corp | 22,852 | $258.0K | 0.00% | +7,029+44.4% | Added |
| Pinnacle Associates Ltd | 23,111 | $260.0K | 0.00% | −1,308−5.4% | Reduced |
| Indie Asset Partners, LLC | 23,500 | $265.0K | 0.20% | 00.0% | Unchanged |
| Bessemer Group Inc | 23,676 | $268.0K | 0.00% | −1,365−5.5% | Reduced |
| Capstone Investment Advisors, LLC | 23,996 | $270.0K | 0.01% | −37,886−61.2% | Reduced |
| Camelot Portfolios, LLC | 24,095 | $272.0K | 0.14% | −10,088−29.5% | Reduced |
| Integrated Wealth Concepts LLC | 24,506 | $276.0K | 0.01% | +3,549+16.9% | Added |
| Red Door Wealth Management, LLC | 24,681 | $278.0K | 0.09% | −150−0.6% | Reduced |
| Forum Financial Management, LP | 24,715 | $278.0K | 0.01% | +2,666+12.1% | Added |
| 1620 Investment Advisors, Inc. | 22,314 | $280.0K | 0.30% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,112 | $283.0K | 0.01% | −10,580−29.6% | Reduced |
| Visionary Wealth Advisors | 25,171 | $284.0K | 0.02% | +11,717+87.1% | Added |
| Gitterman Wealth Management, LLC | 21,165 | $285.0K | 0.23% | +21,165 | New |
| Blair William & Co | 26,237 | $296.0K | 0.00% | −2,279−8.0% | Reduced |
| Endurance Wealth Management, Inc. | 26,632 | $300.0K | 0.04% | −1,650−5.8% | Reduced |
| Desjardins Global Asset Management Inc. | 26,869 | $302.0K | 0.03% | −643−2.3% | Reduced |
| Dowling & Yahnke LLC | 26,950 | $304.0K | 0.01% | +36+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,200 | $307.0K | 0.03% | +3,462+14.6% | Added |
| Equitable Holdings, Inc. | 27,541 | $310.0K | 0.01% | +218+0.8% | Added |
| Ancora Advisors, LLC | 27,619 | $311.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 27,432 | $312.0K | 0.00% | −582−2.1% | Reduced |
| Western Wealth Management, LLC | 28,024 | $316.0K | 0.02% | +12,642+82.2% | Added |
| Arrow Investment Advisors, LLC | 28,153 | $317.0K | 0.23% | −94−0.3% | Reduced |
| Pathstone Family Office, LLC | 26,801 | $317.0K | 0.01% | +8,389+45.6% | Added |
| Perigon Wealth Management, LLC | 28,323 | $319.0K | 0.02% | +4,663+19.7% | Added |
| Seeyond | 28,467 | $320.0K | 0.03% | −848−2.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 28,435 | $320.0K | 0.02% | +221+0.8% | Added |
| Lincoln National Corp | 28,475 | $320.0K | 0.01% | +14,212+99.6% | Added |
| Principle Wealth Partners LLC | 28,455 | $321.0K | 0.03% | +2,735+10.6% | Added |
| Wealthsource Partners, LLC | 28,538 | $322.0K | 0.02% | +175+0.6% | Added |
| Sigma Planning Corp | 29,175 | $329.0K | 0.01% | +3,878+15.3% | Added |
| Auxier Asset Management | 29,500 | $332.0K | 0.05% | 00.0% | Unchanged |
| McRae Capital Management Inc | 30,000 | $338.0K | 0.08% | −4,062−11.9% | Reduced |
| Marco Investment Management LLC | 29,950 | $338.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 30,095 | $339.2K | 0.13% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $340.0K | 0.13% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 30,295 | $341.0K | 0.08% | +677+2.3% | Added |
| Vantage Consulting Group Inc | 30,449 | $343.0K | 0.13% | +134+0.4% | Added |
| Syntax Advisors, LLC | 30,449 | $343.0K | 0.29% | +134+0.4% | Added |
| One Wealth Advisors, LLC | 30,460 | $343.0K | 0.08% | +515+1.7% | Added |
| Institute for Wealth Management, LLC. | 31,054 | $350.0K | 0.06% | +31,054 | New |
| Prudential PLC | 31,129 | $351.0K | 0.01% | +31,129 | New |
| Steward Partners Investment Advisory, LLC | 31,194 | $352.0K | 0.01% | −2,880−8.5% | Reduced |
| CIBC World Markets Inc. | 31,424 | $354.0K | 0.00% | +7,040+28.9% | Added |
| Jaffetilchin Investment Partners, LLC | 31,048 | $356.0K | 0.04% | +31,048 | New |
| Wedbush Securities Inc | 32,084 | $362.0K | 0.02% | −40.0% | Reduced |
| Teza Capital Management LLC | 32,370 | $365.0K | 0.14% | +12,690+64.5% | Added |
| Kinneret Advisory, LLC | 32,591 | $367.0K | 0.04% | +729+2.3% | Added |
| Proequities, Inc. | 33,259 | $375.0K | 0.03% | +11,731+54.5% | Added |
| Wellington Shields & Co., LLC | 33,874 | $382.0K | 0.13% | +975+3.0% | Added |
| STRS Ohio | 34,006 | $383.0K | 0.00% | −178,005−84.0% | Reduced |
| Mirador Capital Partners LP | 34,391 | $388.0K | 0.08% | +12,796+59.3% | Added |
| AQR Capital Management LLC | 34,893 | $393.0K | 0.00% | −1,324−3.7% | Reduced |
| Cetera Advisors LLC | 34,903 | $393.0K | 0.01% | +15,744+82.2% | Added |
| Symmetry Partners, LLC | 35,535 | $400.0K | 0.03% | 00.0% | Unchanged |