Skip to main content

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.

Institutional holdersQ3 2022: 779 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ3 2022: $6.02B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2022.

Institutions holding LUMN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Veriti Management LLC20,730$151.0K0.02%+20,730New
Trust Co of Oklahoma20,800$151.4K0.08%−9,295−30.9%Reduced
CPR Investments Inc.21,058$153.0K0.20%−19,087−47.5%Reduced
First National Trust Co21,000$153.0K0.01%00.0%Unchanged
Fairfield, Bush & Co.20,975$153.0K0.11%+252+1.2%Added
WMS Partners, LLC21,042$153.0K0.02%+21,042New
Tiaa, FSB21,196$154.0K0.00%−5,849−21.6%Reduced
Wedge Capital Management L L P21,115$154.0K0.00%+3,706+21.3%Added
Diligent Investors, LLC21,149$154.0K0.05%+4,016+23.4%Added
Bell Bank21,154$154.0K0.02%+11,154+111.5%Added
CIBC World Markets Inc.21,408$156.0K0.00%+2,199+11.4%Added
American Portfolios Advisors21,484$156.4K0.01%+425+2.0%Added
Marco Investment Management LLC21,950$160.0K0.02%00.0%Unchanged
Ullmann Financial Group, Inc.21,938$160.0K0.04%00.0%Unchanged
Lido Advisors, LLC22,041$160.0K0.00%+279+1.3%Added
Desjardins Global Asset Management Inc.22,337$162.0K0.02%00.0%Unchanged
Camelot Portfolios, LLC22,537$164.0K0.15%−5,277−19.0%Reduced
Forum Financial Management, LP22,542$164.0K0.01%+70.0%Added
Cetera Advisors LLC22,610$165.0K0.00%−317−1.4%Reduced
CAPROCK Group, Inc.23,227$169.0K0.02%+23,227New
M Holdings Securities, Inc.23,362$170.0K0.02%+7,471+47.0%Added
Sawtooth Solutions, LLC23,291$170.0K0.02%+23,291New
Indie Asset Partners, LLC23,500$171.0K0.18%00.0%Unchanged
Dowling & Yahnke LLC23,678$172.0K0.01%−2,672−10.1%Reduced
Lake Street Advisors Group, LLC23,999$175.0K0.01%+12,186+103.2%Added
Cladis Investment Advisory, LLC24,207$176.2K0.19%−17,000−41.3%Reduced
Seven Eight Capital, LP24,503$178.0K0.04%−110,542−81.9%Reduced
Invst, LLC27,566$179.0K0.03%+1,591+6.1%Added
Centennial Wealth Advisory LLC24,644$179.0K0.11%−1,115−4.3%Reduced
Checchi Capital Advisers, LLC24,540$179.0K0.02%−285−1.1%Reduced
Red Door Wealth Management, LLC24,681$179.0K0.07%00.0%Unchanged
Van Eck Associates Corp24,541$179.0K0.00%+2,578+11.7%Added
Burns Matteson Capital Management, LLC24,662$179.5K0.13%−46,851−65.5%Reduced
Lincoln National Corp24,727$180.0K0.00%−2,915−10.5%Reduced
Ci Investments Inc.24,683$180.0K0.00%−608−2.4%Reduced
GWM Advisors LLC25,094$182.0K0.00%+11,238+81.1%Added
Gitterman Wealth Management, LLC24,973$183.0K0.19%−936−3.6%Reduced
Corton Capital Inc.25,304$184.0K0.22%−32,707−56.4%Reduced
Blair William & Co25,296$184.0K0.00%−998−3.8%Reduced
Qtron Investments LLC25,453$185.0K0.05%00.0%Unchanged
Virtu Financial LLC25,750$187.0K0.02%−94,025−78.5%Reduced
Delphia (USA) Inc.25,774$188.0K0.21%−38,601−60.0%Reduced
Arrow Investment Advisors, LLC26,066$190.0K0.15%−848−3.2%Reduced
Shell Asset Management Co26,311$192.0K0.01%−8,607−24.6%Reduced
Leonteq Securities AG26,566$193.4K0.01%−7,725−22.5%Reduced
Wolverine Trading, LLC26,225$194.0K0.01%+26,225New
Atlas Brown,Inc.26,669$194.0K0.10%+26,669New
Rafferty Asset Management, LLC26,770$195.0K0.00%+26,770New
Covestor Ltd26,857$196.0K0.17%+4,540+20.3%Added
Equitable Holdings, Inc.27,132$198.0K0.00%+89+0.3%Added
Ancora Advisors, LLC27,708$202.0K0.01%−126−0.5%Reduced
Rockefeller Capital Management L.P.27,924$203.0K0.00%+10,308+58.5%Added
Advisor Partners II, LLC28,171$205.0K0.02%+28,171New
Alpha Paradigm Partners, LLC28,340$206.0K0.09%−39,703−58.3%Reduced
Diversified Trust Co28,383$207.0K0.01%−69,689−71.1%Reduced
Steward Partners Investment Advisory, LLC28,404$207.0K0.00%−90.0%Reduced
Auxier Asset Management28,550$208.0K0.04%−950−3.2%Reduced
Cipher Capital LP28,678$209.0K0.03%−29,718−50.9%Reduced
JustInvest LLC29,123$212.0K0.01%−55,659−65.6%Reduced
B. Metzler seel. Sohn & Co. AG29,116$212.0K0.00%+394+1.4%Added
Assenagon Asset Management S.A.29,175$212.0K0.00%+19,958+216.5%Added
Perigon Wealth Management, LLC29,430$214.0K0.02%+130.0%Added
Wedbush Securities Inc29,877$218.0K0.01%−930−3.0%Reduced
McRae Capital Management Inc30,000$218.0K0.07%00.0%Unchanged
Shepherd Kaplan Krochuk, LLC30,205$220.0K0.11%00.0%Unchanged
Versor Investments LP30,500$222.0K0.01%+30,500New
Profund Advisors LLC30,615$223.0K0.02%−1,910−5.9%Reduced
Prime Capital Investment Advisors, LLC30,634$223.0K0.01%+1,861+6.5%Added
Future Financial Wealth Managment LLC20,861$228.0K0.26%−638−3.0%Reduced
Horst & Graben Wealth Management LLC31,740$231.0K0.07%+783+2.5%Added
Accurate Wealth Management, LLC21,518$236.0K0.10%+21,518New
Infrastructure Capital Advisors, LLC33,099$241.0K0.05%+4,962+17.6%Added
Kinneret Advisory, LLC33,296$242.0K0.03%00.0%Unchanged
Western Wealth Management, LLC33,432$244.0K0.01%+5,611+20.2%Added
United Services Automobile Association33,739$245.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC33,876$247.0K0.11%−1,793−5.0%Reduced
Global Assets Advisory, LLC33,562$247.0K0.25%+33,562New
Horizon Investments, LLC34,012$248.0K0.01%+13,803+68.3%Added
U.S. Capital Wealth Advisors, LLC34,117$248.0K0.01%+34,117New
Kentucky Retirement Systems Insurance Trust Fund34,135$249.0K0.02%+2,370+7.5%Added
Schechter Investment Advisors, LLC35,063$256.0K0.03%+10,346+41.9%Added
Northwestern Mutual Investment Management Company, LLC35,378$258.0K0.01%−1,781−4.8%Reduced
AQR Capital Management LLC35,410$258.0K0.00%+350+1.0%Added
Dorsey & Whitney Trust CO LLC35,409$258.0K0.03%+15,284+75.9%Added
Symmetry Partners, LLC35,535$259.0K0.02%00.0%Unchanged
Congress Park Capital LLC35,750$260.0K0.17%+25,000+232.6%Added
West Bancorporation Inc36,400$265.0K0.20%00.0%Unchanged
Vantage Consulting Group Inc36,511$266.0K0.16%+6,258+20.7%Added
Syntax Advisors, LLC36,511$266.0K0.23%+6,258+20.7%Added
Symphony Financial, Ltd. Co.36,153$267.0K0.09%−8,936−19.8%Reduced
Bridgefront Capital, LLC36,846$268.0K0.27%+36,846New
Boston Private Wealth LLC37,197$271.0K0.00%−6,156−14.2%Reduced
Autumn Glory Partners, LLC37,500$273.0K0.18%00.0%Unchanged
Mirador Capital Partners LP37,858$276.0K0.07%+853+2.3%Added
Commerce Bank37,833$276.0K0.00%+11,312+42.7%Added
Proequities, Inc.38,002$277.0K0.03%+2,192+6.1%Added
One Wealth Advisors, LLC38,485$280.0K0.09%+4,410+12.9%Added
Tocqueville Asset Management L.P.38,990$284.0K0.01%−39,918−50.6%Reduced
Northwestern Mutual Wealth Management Co39,602$289.0K0.00%−2,242−5.4%Reduced
Contravisory Investment Management, Inc.40,621$296.0K0.10%+6,396+18.7%Added