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
- −17 vs. Q2 2022
- Shares held
- 826.7M
- +6.54M (+0.8%) vs. Q2 2022
- Total value
- $6.02B
- −$2.94B (−32.8%) vs. Q2 2022
- New holders
- 74
- 347 more added
- Sold out
- 91
- 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 | 807 | $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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 34,117 | $248.0K | 0.01% | +34,117 | New |
| Wellington Shields & Co., LLC | 33,876 | $247.0K | 0.11% | −1,793−5.0% | Reduced |
| Global Assets Advisory, LLC | 33,562 | $247.0K | 0.25% | +33,562 | New |
| United Services Automobile Association | 33,739 | $245.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 33,432 | $244.0K | 0.01% | +5,611+20.2% | Added |
| Kinneret Advisory, LLC | 33,296 | $242.0K | 0.03% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 33,099 | $241.0K | 0.05% | +4,962+17.6% | Added |
| Accurate Wealth Management, LLC | 21,518 | $236.0K | 0.10% | +21,518 | New |
| Horst & Graben Wealth Management LLC | 31,740 | $231.0K | 0.07% | +783+2.5% | Added |
| Future Financial Wealth Managment LLC | 20,861 | $228.0K | 0.26% | −638−3.0% | Reduced |
| Profund Advisors LLC | 30,615 | $223.0K | 0.02% | −1,910−5.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 30,634 | $223.0K | 0.01% | +1,861+6.5% | Added |
| Versor Investments LP | 30,500 | $222.0K | 0.01% | +30,500 | New |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $220.0K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 29,877 | $218.0K | 0.01% | −930−3.0% | Reduced |
| McRae Capital Management Inc | 30,000 | $218.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 29,430 | $214.0K | 0.02% | +130.0% | Added |
| JustInvest LLC | 29,123 | $212.0K | 0.01% | −55,659−65.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 29,116 | $212.0K | 0.00% | +394+1.4% | Added |
| Assenagon Asset Management S.A. | 29,175 | $212.0K | 0.00% | +19,958+216.5% | Added |
| Cipher Capital LP | 28,678 | $209.0K | 0.03% | −29,718−50.9% | Reduced |
| Auxier Asset Management | 28,550 | $208.0K | 0.04% | −950−3.2% | Reduced |
| Diversified Trust Co | 28,383 | $207.0K | 0.01% | −69,689−71.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,404 | $207.0K | 0.00% | −90.0% | Reduced |
| Alpha Paradigm Partners, LLC | 28,340 | $206.0K | 0.09% | −39,703−58.3% | Reduced |
| Advisor Partners II, LLC | 28,171 | $205.0K | 0.02% | +28,171 | New |
| Rockefeller Capital Management L.P. | 27,924 | $203.0K | 0.00% | +10,308+58.5% | Added |
| Ancora Advisors, LLC | 27,708 | $202.0K | 0.01% | −126−0.5% | Reduced |
| Equitable Holdings, Inc. | 27,132 | $198.0K | 0.00% | +89+0.3% | Added |
| Covestor Ltd | 26,857 | $196.0K | 0.17% | +4,540+20.3% | Added |
| Rafferty Asset Management, LLC | 26,770 | $195.0K | 0.00% | +26,770 | New |
| Wolverine Trading, LLC | 26,225 | $194.0K | 0.01% | +26,225 | New |
| Atlas Brown,Inc. | 26,669 | $194.0K | 0.10% | +26,669 | New |
| Leonteq Securities AG | 26,566 | $193.4K | 0.01% | −7,725−22.5% | Reduced |
| Shell Asset Management Co | 26,311 | $192.0K | 0.01% | −8,607−24.6% | Reduced |
| Arrow Investment Advisors, LLC | 26,066 | $190.0K | 0.15% | −848−3.2% | Reduced |
| Delphia (USA) Inc. | 25,774 | $188.0K | 0.21% | −38,601−60.0% | Reduced |
| Virtu Financial LLC | 25,750 | $187.0K | 0.02% | −94,025−78.5% | Reduced |
| Qtron Investments LLC | 25,453 | $185.0K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 25,304 | $184.0K | 0.22% | −32,707−56.4% | Reduced |
| Blair William & Co | 25,296 | $184.0K | 0.00% | −998−3.8% | Reduced |
| Gitterman Wealth Management, LLC | 24,973 | $183.0K | 0.19% | −936−3.6% | Reduced |
| GWM Advisors LLC | 25,094 | $182.0K | 0.00% | +11,238+81.1% | Added |
| Lincoln National Corp | 24,727 | $180.0K | 0.00% | −2,915−10.5% | Reduced |
| Ci Investments Inc. | 24,683 | $180.0K | 0.00% | −608−2.4% | Reduced |
| Burns Matteson Capital Management, LLC | 24,662 | $179.5K | 0.13% | −46,851−65.5% | Reduced |
| Invst, LLC | 27,566 | $179.0K | 0.03% | +1,591+6.1% | Added |
| Centennial Wealth Advisory LLC | 24,644 | $179.0K | 0.11% | −1,115−4.3% | Reduced |
| Checchi Capital Advisers, LLC | 24,540 | $179.0K | 0.02% | −285−1.1% | Reduced |
| Red Door Wealth Management, LLC | 24,681 | $179.0K | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 24,541 | $179.0K | 0.00% | +2,578+11.7% | Added |
| Seven Eight Capital, LP | 24,503 | $178.0K | 0.04% | −110,542−81.9% | Reduced |
| Cladis Investment Advisory, LLC | 24,207 | $176.2K | 0.19% | −17,000−41.3% | Reduced |
| Lake Street Advisors Group, LLC | 23,999 | $175.0K | 0.01% | +12,186+103.2% | Added |
| Dowling & Yahnke LLC | 23,678 | $172.0K | 0.01% | −2,672−10.1% | Reduced |
| Indie Asset Partners, LLC | 23,500 | $171.0K | 0.18% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,362 | $170.0K | 0.02% | +7,471+47.0% | Added |
| Sawtooth Solutions, LLC | 23,291 | $170.0K | 0.02% | +23,291 | New |
| CAPROCK Group, Inc. | 23,227 | $169.0K | 0.02% | +23,227 | New |
| Cetera Advisors LLC | 22,610 | $165.0K | 0.00% | −317−1.4% | Reduced |
| Camelot Portfolios, LLC | 22,537 | $164.0K | 0.15% | −5,277−19.0% | Reduced |
| Forum Financial Management, LP | 22,542 | $164.0K | 0.01% | +70.0% | Added |
| Desjardins Global Asset Management Inc. | 22,337 | $162.0K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 21,950 | $160.0K | 0.02% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 21,938 | $160.0K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 22,041 | $160.0K | 0.00% | +279+1.3% | Added |
| American Portfolios Advisors | 21,484 | $156.4K | 0.01% | +425+2.0% | Added |
| CIBC World Markets Inc. | 21,408 | $156.0K | 0.00% | +2,199+11.4% | Added |
| Tiaa, FSB | 21,196 | $154.0K | 0.00% | −5,849−21.6% | Reduced |
| Wedge Capital Management L L P | 21,115 | $154.0K | 0.00% | +3,706+21.3% | Added |
| Diligent Investors, LLC | 21,149 | $154.0K | 0.05% | +4,016+23.4% | Added |
| Bell Bank | 21,154 | $154.0K | 0.02% | +11,154+111.5% | Added |
| CPR Investments Inc. | 21,058 | $153.0K | 0.20% | −19,087−47.5% | Reduced |
| First National Trust Co | 21,000 | $153.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 20,975 | $153.0K | 0.11% | +252+1.2% | Added |
| WMS Partners, LLC | 21,042 | $153.0K | 0.02% | +21,042 | New |
| Trust Co of Oklahoma | 20,800 | $151.4K | 0.08% | −9,295−30.9% | Reduced |
| D.A. Davidson & Co. | 20,716 | $151.0K | 0.00% | +488+2.4% | Added |
| Veriti Management LLC | 20,730 | $151.0K | 0.02% | +20,730 | New |
| NJ State Employees Deferred Compensation Plan | 20,550 | $150.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,581 | $150.0K | 0.01% | +5,669+38.0% | Added |
| Huntington National Bank | 20,208 | $147.0K | 0.00% | +630+3.2% | Added |
| C M Bidwell & Associates Ltd | 19,996 | $146.0K | 0.12% | −8,000−28.6% | Reduced |
| Silvercrest Asset Management Group LLC | 20,106 | $146.0K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 20,000 | $146.0K | 0.00% | +20,000 | New |
| Redpoint Investment Management Pty Ltd | 19,879 | $145.0K | 0.02% | −7,545−27.5% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $145.0K | 0.09% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,720 | $143.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,179 | $140.0K | 0.02% | −1,342−6.5% | Reduced |
| NorthRock Partners, LLC | 19,182 | $140.0K | 0.02% | +5,716+42.4% | Added |
| Boothbay Fund Management, LLC | 19,200 | $140.0K | 0.00% | +19,200 | New |
| WealthBridge Capital Management, LLC | 12,658 | $138.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18,765 | $137.0K | 0.08% | +12,943+222.3% | Added |
| Griffin Asset Management, Inc. | 18,829 | $137.0K | 0.02% | +18,829 | New |
| Meiji Yasuda Asset Management Co Ltd. | 18,705 | $136.0K | 0.01% | +5,440+41.0% | Added |
| XML Financial, LLC | 18,735 | $136.0K | 0.02% | +18,735 | New |
| Capital Investment Advisory Services, LLC | 18,555 | $135.0K | 0.02% | −4,670−20.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 18,402 | $134.0K | 0.00% | +7,852+74.4% | Added |
| Welch Group, LLC | 18,100 | $132.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 18,068 | $132.0K | 0.00% | +18,068 | New |