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, Q3 2022
Institutional positions in Lumen Technologies, Inc. as of Sep 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
- 779
- −18 vs. Q2 2022
- Shares held
- 826.7M
- +6.53M (+0.8%) vs. Q2 2022
- Total value
- $6.02B
- −$2.94B (−32.8%) vs. Q2 2022
- New holders
- 74
- 347 more added
- Sold out
- 92
- 216 more reduced
11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 1 | $0 | 0.00% | −3,000−100.0% | Reduced |
| GHP Investment Advisors, Inc. | 69 | $0 | 0.00% | −1,039−93.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 34 | $0 | 0.00% | −294−89.6% | Reduced |
| CNB Bank | 24 | $0 | 0.00% | −127−84.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 46 | $0 | 0.00% | −2−4.2% | Reduced |
| Financial Management Professionals, Inc. | 47 | $0 | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 126 | $0 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 47 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $0 | 0.00% | −4−28.6% | Reduced |
| Adirondack Trust Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 43 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $0 | 0.00% | +1+5.9% | Added |
| Bellwether Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 34 | $0 | 0.00% | −5−12.8% | Reduced |
| Castle Wealth Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 27 | $0 | 0.00% | +27 | New |
| Twin Lakes Capital Management, LLC | 43 | $0 | 0.00% | +43 | New |
| Cornerstone Management, Inc. | 5 | $37 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $44 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $80 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 12 | $89 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $142 | 0.00% | +19 | New |
| Glen Eagle Advisors, LLC | 100 | $728 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 128 | $931 | 0.00% | +1+0.8% | Added |
| First Community Trust NA | 56 | $1.00K | 0.00% | −544−90.7% | Reduced |
| First Horizon Advisors, Inc. | 213 | $1.00K | 0.00% | −232−52.1% | Reduced |
| Assetmark, Inc | 173 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 142 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 175 | $1.00K | 0.00% | +5+2.9% | Added |
| SRS Capital Advisors, Inc. | 188 | $1.00K | 0.00% | +4+2.2% | Added |
| FinTrust Capital Advisors, LLC | 157 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 173 | $1.00K | 0.00% | +30+21.0% | Added |
| Norway Savings Bank | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 265 | $1.00K | 0.00% | +15+6.0% | Added |
| Leelyn Smith, LLC | 183 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 192 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 97 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 119 | $1.00K | 0.00% | +36+43.4% | Added |
| JNBA Financial Advisors | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $1.00K | 0.00% | +3+2.6% | Added |
| Pflug Koory, LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $1.00K | 0.00% | +3+2.4% | Added |
| Vigilant Capital Management, LLC | 182 | $1.00K | 0.00% | +182 | New |
| Bray Capital Advisors | 162 | $1.00K | 0.00% | +162 | New |
| SJS Investment Consulting Inc. | 145 | $1.00K | 0.00% | +145 | New |
| Beaird Harris Wealth Management, LLC | 273 | $2.00K | 0.00% | −1,068−79.6% | Reduced |
| Sargent Bickham Lagudis LLC | 388 | $2.00K | 0.00% | +37+10.5% | Added |
| CoreFirst Bank & Trust | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 339 | $2.00K | 0.00% | +18+5.6% | Added |
| TCTC Holdings, LLC | 317 | $2.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 232 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 266 | $2.00K | 0.00% | +5+1.9% | Added |
| Capital Advisors, Ltd. LLC | 243 | $2.00K | 0.00% | +56+29.9% | Added |
| Performa Ltd (US), LLC | 275 | $2.00K | 0.00% | +100+57.1% | Added |
| Tyler-Stone Wealth Management | 214 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 450 | $3.00K | 0.00% | −1,430−76.1% | Reduced |
| Loomis Sayles & Co L P | 432 | $3.00K | 0.00% | −805−65.1% | Reduced |
| Clearstead Advisors, LLC | 352 | $3.00K | 0.00% | −289−45.1% | Reduced |
| TCI Wealth Advisors, Inc. | 425 | $3.00K | 0.00% | −174−29.0% | Reduced |
| Massmutual Trust Co FSB | 475 | $3.00K | 0.00% | −57−10.7% | Reduced |
| Arlington Partners LLC | 474 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 447 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 429 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 415 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 499 | $3.00K | 0.00% | +12+2.5% | Added |
| Avion Wealth | 417 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $3.00K | 0.00% | +11+2.1% | Added |
| Washington Trust Co | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 369 | $3.00K | 0.00% | +4+1.1% | Added |
| Heritage Wealth Management, LLC | 457 | $3.00K | 0.00% | +233+104.0% | Added |
| CVA Family Office, LLC | 470 | $3.00K | 0.00% | +275+141.0% | Added |
| MCF Advisors LLC | 407 | $3.00K | 0.00% | +407 | New |
| EdgeRock Capital LLC | 395 | $3.00K | 0.00% | +395 | New |
| Stonebridge Capital Advisors LLC | 502 | $4.00K | 0.00% | −126−20.1% | Reduced |
| Earnest Partners LLC | 505 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 520 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 487 | $4.00K | 0.00% | 00.0% | Unchanged |