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, Q2 2022
Institutional positions in Lumen Technologies, Inc. as of Jun 30, 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
- 808
- +43 vs. Q1 2022
- Shares held
- 820.6M
- +22.9M (+2.9%) vs. Q1 2022
- Total value
- $8.96B
- −$22.9M (−0.3%) vs. Q1 2022
- New holders
- 102
- 322 more added
- Sold out
- 59
- 229 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 415 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 487 | $5.00K | 0.00% | +21+4.5% | Added |
| PSI Advisors, LLC | 487 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 447 | $5.00K | 0.00% | +447 | New |
| Steward Financial Group LLC | 500 | $5.00K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 567 | $6.00K | 0.00% | −37−6.1% | Reduced |
| Earnest Partners LLC | 505 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 520 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 582 | $6.00K | 0.00% | +94+19.3% | Added |
| EverSource Wealth Advisors, LLC | 542 | $6.00K | 0.00% | +366+208.0% | Added |
| Massmutual Trust Co FSB | 532 | $6.00K | 0.00% | +466+706.1% | Added |
| Crewe Advisors LLC | 580 | $6.00K | 0.00% | +580 | New |
| TD Waterhouse Canada Inc. | 507 | $6.15K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 628 | $7.00K | 0.00% | −148−19.1% | Reduced |
| First Community Trust NA | 600 | $7.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $7.00K | 0.00% | +10+66.7% | Added |
| Clearstead Advisors, LLC | 641 | $7.00K | 0.00% | +641 | New |
| Beacon Capital Management, Inc. | 645 | $7.00K | 0.00% | +645 | New |
| TCI Wealth Advisors, Inc. | 599 | $7.00K | 0.00% | +599 | New |
| Financial Avengers, Inc. | 700 | $8.00K | 0.01% | −1,484−67.9% | Reduced |
| Sutton Wealth Advisors Inc. | 791 | $8.63K | 0.00% | −24−2.9% | Reduced |
| Ellevest, Inc. | 819 | $9.00K | 0.00% | −635−43.7% | Reduced |
| Evoke Wealth, LLC | 793 | $9.00K | 0.00% | +577+267.1% | Added |
| Kelly Financial Services LLC | 883 | $9.63K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,038 | $11.0K | 0.00% | −1,638−61.2% | Reduced |
| Johnson Midwest Financial, LLC | 1,038 | $11.0K | 0.01% | +22+2.2% | Added |
| JFS Wealth Advisors, LLC | 977 | $11.0K | 0.00% | +200+25.7% | Added |
| Key Financial Inc | 1,016 | $11.0K | 0.01% | +823+426.4% | Added |
| Money Concepts Capital Corp | 1,112 | $12.0K | 0.00% | −6,295−85.0% | Reduced |
| Salem Investment Counselors Inc | 1,101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,062 | $12.0K | 0.00% | +363+51.9% | Added |
| GHP Investment Advisors, Inc. | 1,108 | $12.0K | 0.00% | +1,061+2,257.4% | Added |
| Covington Capital Management | 1,133 | $12.0K | 0.00% | +1,110+4,826.1% | Added |
| Venture Visionary Partners LLC | 1,143 | $12.5K | 0.00% | +1,143 | New |
| Loomis Sayles & Co L P | 1,237 | $13.0K | 0.00% | +107+9.5% | Added |
| Global Trust Asset Management, LLC | 1,146 | $13.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Community Bank, N.A. | 1,400 | $15.0K | 0.00% | +250+21.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,341 | $15.0K | 0.00% | +1,068+391.2% | Added |
| Wolff Wiese Magana LLC | 1,500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,431 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $16.0K | 0.00% | +1,500 | New |
| Eagle Bay Advisors LLC | 1,536 | $16.8K | 0.01% | +1,536 | New |
| Ahrens Investment Partners LLC | 1,598 | $17.0K | 0.01% | −902−36.1% | Reduced |
| North Star Investment Management Corp. | 1,566 | $17.0K | 0.00% | −185−10.6% | Reduced |
| Riverview Trust Co | 1,578 | $17.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,652 | $18.0K | 0.00% | −197−10.7% | Reduced |
| Silvant Capital Management LLC | 1,657 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,706 | $19.0K | 0.00% | −1,732−50.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,750 | $19.0K | 0.00% | +1,000+133.3% | Added |
| IMA Wealth, Inc. | 1,791 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,880 | $21.0K | 0.00% | −1,115−37.2% | Reduced |
| City Holding Co | 1,969 | $21.0K | 0.00% | −325−14.2% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $21.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,885 | $21.0K | 0.01% | +179+10.5% | Added |
| Hexagon Capital Partners LLC | 1,942 | $21.0K | 0.01% | +242+14.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,943 | $21.0K | 0.00% | +1,943 | New |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,031 | $22.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,008 | $22.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,088 | $23.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,192 | $23.9K | 0.02% | +47+2.2% | Added |
| Quadrant Capital Group LLC | 2,194 | $24.0K | 0.00% | +240+12.3% | Added |
| Truvestments Capital LLC | 2,263 | $25.0K | 0.01% | +2,263 | New |
| Prospera Financial Services Inc | 2,381 | $26.0K | 0.00% | −5,627−70.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,363 | $26.0K | 0.01% | −618−20.7% | Reduced |
| Wellington Shields Capital Management, LLC | 2,382 | $26.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,385 | $26.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,568 | $28.0K | 0.00% | −2,348−47.8% | Reduced |
| Gradient Investments LLC | 2,696 | $29.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,874 | $31.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,821 | $31.0K | 0.00% | +3+0.1% | Added |
| Cypress Capital Management LLC (WY) | 2,814 | $31.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 2,865 | $31.0K | 0.00% | +2,865 | New |
| PFS Partners, LLC | 2,869 | $31.3K | 0.03% | −723−20.1% | Reduced |
| Parkside Financial Bank & Trust | 2,865 | $32.0K | 0.01% | +1,857+184.2% | Added |
| Norwood Financial Corp | 3,000 | $33.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,001 | $33.0K | 0.02% | +700+30.4% | Added |
| Financial Perspectives, Inc | 3,216 | $35.1K | 0.02% | +907+39.3% | Added |
| Johnson Financial Group, Inc. | 3,333 | $36.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,279 | $36.0K | 0.00% | +65+2.0% | Added |
| Sittner & Nelson, LLC | 3,521 | $38.0K | 0.02% | +21+0.6% | Added |
| Private Capital Group, LLC | 3,543 | $39.0K | 0.03% | +51+1.5% | Added |
| National Bank of Canada | 3,723 | $41.0K | 0.00% | +130+3.6% | Added |
| TSFG, LLC | 4,007 | $44.0K | 0.02% | +227+6.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,117 | $45.0K | 0.01% | −1,128−21.5% | Reduced |
| Front Row Advisors LLC | 4,241 | $46.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,521 | $49.0K | 0.01% | −295−6.1% | Reduced |
| Schubert & Co | 4,455 | $49.0K | 0.05% | +389+9.6% | Added |
| State of Wyoming | 4,504 | $49.0K | 0.03% | +4,504 | New |
| CX Institutional | 4,619 | $50.0K | 0.00% | +4,619 | New |
| Beacon Capital Management, LLC | 4,488 | $51.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,760 | $52.0K | 0.01% | +106+2.3% | Added |
| Quent Capital, LLC | 4,993 | $54.0K | 0.01% | +20+0.4% | Added |
| Signaturefd, LLC | 4,925 | $54.0K | 0.00% | +456+10.2% | Added |
| TD Private Client Wealth LLC | 4,968 | $54.2K | 0.00% | −221−4.3% | Reduced |