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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 622 | $4.00K | 0.00% | +366+143.0% | Added |
| Financial Avengers, Inc. | 717 | $5.00K | 0.00% | +17+2.4% | Added |
| Prestige Wealth Management Group LLC | 622 | $5.00K | 0.00% | +335+116.7% | Added |
| MV Capital Management, Inc. | 623 | $5.00K | 0.00% | +561+904.8% | Added |
| TD Capital Management LLC | 728 | $5.00K | 0.00% | +728 | New |
| Sutton Wealth Advisors Inc. | 830 | $6.04K | 0.00% | +39+4.9% | Added |
| Kelly Financial Services LLC | 883 | $6.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 977 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,016 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 905 | $7.00K | 0.00% | +325+56.0% | Added |
| Versant Capital Management, Inc | 941 | $7.00K | 0.00% | +374+66.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,044 | $8.00K | 0.00% | −4,300−80.5% | Reduced |
| Smithfield Trust Co | 1,274 | $8.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,150 | $8.00K | 0.00% | −250−17.9% | Reduced |
| Global Trust Asset Management, LLC | 1,146 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,114 | $8.00K | 0.00% | +52+4.9% | Added |
| Johnson Midwest Financial, LLC | 1,064 | $8.00K | 0.03% | +26+2.5% | Added |
| AdvisorNet Financial, Inc | 1,107 | $8.00K | 0.00% | +640+137.0% | Added |
| Harvest Fund Management Co., Ltd | 1,259 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,207 | $9.82K | 0.00% | +700+138.1% | Added |
| Creative Financial Designs Inc | 1,336 | $10.0K | 0.00% | +298+28.7% | Added |
| Evoke Wealth, LLC | 1,331 | $10.0K | 0.00% | +538+67.8% | Added |
| North Star Investment Management Corp. | 1,566 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,672 | $12.0K | 0.00% | −522−23.8% | Reduced |
| Silvant Capital Management LLC | 1,657 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,654 | $12.0K | 0.00% | +2+0.1% | Added |
| Eagle Bay Advisors LLC | 1,666 | $12.0K | 0.01% | +130+8.5% | Added |
| Money Concepts Capital Corp | 1,582 | $12.0K | 0.00% | +470+42.3% | Added |
| City Holding Co | 1,769 | $13.0K | 0.00% | −200−10.2% | Reduced |
| IMA Wealth, Inc. | 1,791 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,982 | $14.0K | 0.00% | −400−16.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,906 | $14.0K | 0.00% | −125−6.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,943 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,910 | $14.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,883 | $14.0K | 0.00% | +750+66.2% | Added |
| Annapolis Financial Services, LLC | 1,901 | $14.0K | 0.01% | +1,863+4,902.6% | Added |
| Monetary Management Group Inc | 2,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,041 | $15.0K | 0.00% | +33+1.6% | Added |
| Horan Securities, Inc. | 2,124 | $15.0K | 0.01% | +1,824+608.0% | Added |
| Lindbrook Capital, LLC | 2,257 | $16.0K | 0.00% | −311−12.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,252 | $16.0K | 0.00% | +1,710+315.5% | Added |
| WR Wealth Planners, LLC | 2,247 | $16.4K | 0.01% | +55+2.5% | Added |
| Truvestments Capital LLC | 2,306 | $17.0K | 0.01% | +43+1.9% | Added |
| Selective Wealth Management, Inc. | 2,285 | $17.0K | 0.01% | +400+21.2% | Added |
| Glassman Wealth Services | 2,396 | $17.0K | 0.00% | +1,814+311.7% | Added |
| WFA Asset Management Corp | 2,444 | $17.8K | 0.01% | +59+2.5% | Added |
| Geneos Wealth Management Inc. | 2,738 | $19.0K | 0.00% | −11,897−81.3% | Reduced |
| Signaturefd, LLC | 2,677 | $19.0K | 0.00% | −2,248−45.6% | Reduced |
| Cypress Capital Management LLC (WY) | 2,814 | $20.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,713 | $20.0K | 0.00% | +17+0.6% | Added |
| Axiom Investment Management LLC | 2,700 | $20.0K | 0.04% | +2,700 | New |
| Benjamin F. Edwards & Company, Inc. | 2,826 | $21.0K | 0.00% | +5+0.2% | Added |
| PFS Partners, LLC | 2,901 | $21.1K | 0.02% | +32+1.1% | Added |
| Norwood Financial Corp | 3,000 | $22.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,976 | $22.0K | 0.00% | +2,963+22,792.3% | Added |
| Johnson Financial Group, Inc. | 3,333 | $25.0K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,500 | $25.0K | 0.01% | +1,500+75.0% | Added |
| Spire Wealth Management | 3,789 | $28.0K | 0.00% | −82,904−95.6% | Reduced |
| Beacon Capital Management, LLC | 2,643 | $29.0K | 0.01% | −1,845−41.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,151 | $30.0K | 0.01% | +34+0.8% | Added |
| Parkside Financial Bank & Trust | 4,212 | $30.0K | 0.01% | +1,347+47.0% | Added |
| Sentry Investment Management LLC | 4,293 | $31.0K | 0.01% | −2,092−32.8% | Reduced |
| Front Row Advisors LLC | 4,241 | $31.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 4,201 | $31.0K | 0.01% | +194+4.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,402 | $32.0K | 0.01% | +4,402 | New |
| Hanson & Doremus Investment Management | 4,521 | $33.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 4,616 | $34.0K | 0.03% | +161+3.6% | Added |
| Howe & Rusling Inc | 4,699 | $34.0K | 0.00% | +1,825+63.5% | Added |
| Column Capital Advisors, LLC | 4,874 | $35.0K | 0.01% | +114+2.4% | Added |
| Global Retirement Partners, LLC | 4,730 | $35.0K | 0.00% | +1,451+44.3% | Added |
| Ellevest, Inc. | 4,830 | $35.0K | 0.00% | +4,011+489.7% | Added |
| Cullen/Frost Bankers, Inc. | 5,125 | $37.0K | 0.00% | +25+0.5% | Added |
| Quent Capital, LLC | 5,201 | $38.0K | 0.01% | +208+4.2% | Added |
| Central Trust Co | 5,369 | $39.0K | 0.00% | −550−9.3% | Reduced |
| Financial Perspectives, Inc | 5,717 | $41.6K | 0.02% | +2,501+77.8% | Added |
| Allworth Financial LP | 6,058 | $44.0K | 0.00% | +38+0.6% | Added |
| Northwest Investment Counselors, LLC | 6,000 | $44.0K | 0.01% | +1,000+20.0% | Added |
| Sugarloaf Wealth Management, LLC | 6,013 | $44.0K | 0.01% | +4,307+252.5% | Added |
| Carolina Wealth Advisors, LLC | 6,626 | $48.0K | 0.04% | +73+1.1% | Added |
| TD Private Client Wealth LLC | 7,097 | $51.7K | 0.00% | +2,129+42.9% | Added |
| Sara-Bay Financial | 7,272 | $53.0K | 0.03% | +7,272 | New |
| Lazard Asset Management LLC | 8,157 | $59.0K | 0.00% | +7,697+1,673.3% | Added |
| Accel Wealth Management | 7,548 | $61.0K | 0.03% | −382−4.8% | Reduced |
| Umb Bank N A | 8,718 | $63.0K | 0.00% | +479+5.8% | Added |
| Rosenberg Matthew Hamilton | 9,361 | $68.0K | 0.03% | +1,361+17.0% | Added |
| Hexagon Capital Partners LLC | 9,332 | $68.0K | 0.02% | +7,390+380.5% | Added |
| Bessemer Group Inc | 9,767 | $71.0K | 0.00% | −3,693−27.4% | Reduced |
| Wipfli Financial Advisors LLC, | 9,895 | $72.0K | 0.01% | +9,895 | New |
| Financial Architects, Inc | 10,263 | $75.0K | 0.01% | +10,263 | New |
| Keystone Financial Group | 10,249 | $75.0K | 0.02% | +10,249 | New |
| Emerald Advisors, LLC | 10,415 | $76.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,494 | $76.0K | 0.03% | +10,494 | New |
| Congress Wealth Management LLC | 10,668 | $77.0K | 0.00% | −4,775−30.9% | Reduced |
| Washington Trust Bank | 10,546 | $77.0K | 0.01% | −2,385−18.4% | Reduced |