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 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 17,896 | $130.0K | 0.00% | +17,896 | New |
| Ascent Group, LLC | 17,376 | $128.0K | 0.02% | −11,572−40.0% | Reduced |
| Integrated Wealth Concepts LLC | 17,524 | $128.0K | 0.00% | −1,126−6.0% | Reduced |
| Iron Financial, LLC | 17,606 | $128.0K | 0.07% | +3,873+28.2% | Added |
| Endurance Wealth Management, Inc. | 17,457 | $127.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 17,276 | $126.0K | 0.00% | −98,554−85.1% | Reduced |
| Essex Financial Services, Inc. | 17,231 | $125.0K | 0.01% | −14,291−45.3% | Reduced |
| Revolve Wealth Partners, LLC | 17,125 | $125.0K | 0.04% | +562+3.4% | Added |
| Atlas Capital Advisors LLC | 17,110 | $124.6K | 0.02% | −4,289−20.0% | Reduced |
| Compagnie Lombard Odier SCmA | 17,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 17,001 | $124.0K | 0.03% | +17,001 | New |
| PDT Partners, LLC | 16,931 | $123.0K | 0.02% | −25,102−59.7% | Reduced |
| BDO Wealth Advisors, LLC | 16,403 | $119.0K | 0.02% | +258+1.6% | Added |
| Sittner & Nelson, LLC | 16,278 | $119.0K | 0.08% | +12,757+362.3% | Added |
| Laidlaw Wealth Management LLC | 15,810 | $115.0K | 0.03% | −2,463−13.5% | Reduced |
| Roosevelt Investment Group LLC | 15,819 | $115.0K | 0.01% | +15,819 | New |
| Deseret Mutual Benefit Administrators | 15,659 | $114.0K | 0.03% | −3,248−17.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 15,513 | $113.0K | 0.01% | −3,540−18.6% | Reduced |
| Old National Bancorp | 15,434 | $113.0K | 0.00% | +265+1.7% | Added |
| CoreCap Advisors, LLC | 15,336 | $112.0K | 0.01% | −4,109−21.1% | Reduced |
| Parsec Financial Management, Inc. | 15,321 | $112.0K | 0.01% | +298+2.0% | Added |
| Safeguard Investment Advisory Group, LLC | 15,296 | $111.0K | 0.08% | +181+1.2% | Added |
| Financial Advisory Service, Inc. | 15,173 | $110.0K | 0.01% | +4,758+45.7% | Added |
| Hudson Valley Investment Advisors Inc | 15,006 | $109.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 14,917 | $109.0K | 0.01% | +796+5.6% | Added |
| Visionary Wealth Advisors | 14,823 | $108.0K | 0.01% | −206−1.4% | Reduced |
| Driehaus Capital Management LLC | 14,880 | $108.0K | 0.00% | +2,105+16.5% | Added |
| Stableford Capital II LLC | 16,118 | $107.0K | 0.05% | +1,000+6.6% | Added |
| Machina Capital S.A.S. | 14,655 | $107.0K | 0.23% | +14,655 | New |
| Steel Peak Wealth Management LLC | 14,568 | $106.0K | 0.01% | −6,219−29.9% | Reduced |
| CIBC World Markets Corp | 14,453 | $105.0K | 0.00% | −50,453−77.7% | Reduced |
| Balboa Wealth Partners | 14,489 | $105.0K | 0.05% | +14,489 | New |
| Metis Global Partners, LLC | 14,056 | $102.0K | 0.02% | +534+3.9% | Added |
| Gray Wealth Management Inc. | 13,845 | $101.0K | 0.06% | +127+0.9% | Added |
| Hyman Charles D | 13,400 | $98.0K | 0.01% | 00.0% | Unchanged |
| Humankind Investments LLC | 13,516 | $98.0K | 0.05% | +2,277+20.3% | Added |
| Atom Investors LP | 13,476 | $98.0K | 0.03% | +13,476 | New |
| Smith, Moore & Co. | 13,378 | $97.0K | 0.01% | −1,000−7.0% | Reduced |
| Pinnacle Associates Ltd | 13,315 | $97.0K | 0.00% | −267−2.0% | Reduced |
| Snowden Capital Advisors LLC | 13,373 | $97.0K | 0.00% | +13,373 | New |
| Tradition Wealth Management, LLC | 13,164 | $96.0K | 0.01% | +9+0.1% | Added |
| We Are One Seven, LLC | 12,339 | $96.0K | 0.01% | −298−2.4% | Reduced |
| Perritt Capital Management Inc | 13,200 | $96.0K | 0.06% | +13,200 | New |
| Savant Capital, LLC | 13,107 | $95.0K | 0.00% | −8,158−38.4% | Reduced |
| Brown Brothers Harriman & Co | 12,884 | $94.0K | 0.00% | +1,619+14.4% | Added |
| CWM, LLC | 12,858 | $94.0K | 0.00% | +2,358+22.5% | Added |
| Echo Street Capital Management LLC | 12,969 | $94.0K | 0.00% | +12,969 | New |
| Institutional & Family Asset Management, LLC | 12,778 | $93.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,751 | $93.0K | 0.00% | +12,751 | New |
| First National Bank | 12,598 | $92.0K | 0.08% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $92.0K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 12,597 | $92.0K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,168 | $92.0K | 0.01% | +4,368+40.4% | Added |
| Harvest Management LLC | 12,540 | $91.0K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Group | 12,455 | $91.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,233 | $89.0K | 0.02% | −508−4.0% | Reduced |
| Meridian Wealth Management, LLC | 12,243 | $89.0K | 0.01% | −291−2.3% | Reduced |
| Convergence Investment Partners, LLC | 12,107 | $88.0K | 0.06% | +12,107 | New |
| Ameritas Investment Partners, Inc. | 12,081 | $87.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 12,001 | $87.0K | 0.23% | +12,001 | New |
| AIA Group Ltd | 11,725 | $85.0K | 0.01% | −6,440−35.5% | Reduced |
| Claret Asset Management Corp | 11,556 | $84.0K | 0.02% | −211−1.8% | Reduced |
| Veritable, L.P. | 11,258 | $82.0K | 0.00% | −4,891−30.3% | Reduced |
| Altshuler Shaham Ltd | 11,112 | $82.0K | 0.00% | −1,284−10.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,380 | $82.0K | 0.00% | −797−6.5% | Reduced |
| Oak Thistle LLC | 11,075 | $81.0K | 0.29% | +11,075 | New |
| Parallel Advisors, LLC | 10,959 | $80.0K | 0.00% | −2,039−15.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 11,013 | $80.0K | 0.05% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 10,939 | $80.0K | 0.08% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 10,813 | $79.0K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,915 | $79.0K | 0.01% | +10,915 | New |
| First Affirmative Financial Network | 10,836 | $79.0K | 0.10% | +10,836 | New |
| Kathmere Capital Management, LLC | 10,794 | $79.0K | 0.02% | +10,794 | New |
| Running Point Capital Advisors, LLC | 10,741 | $78.0K | 0.05% | +70+0.7% | Added |
| DRW Securities, L.L.C. | 10,762 | $78.0K | 0.02% | +10,762 | New |
| Personal Cfo Solutions, LLC | 10,763 | $78.0K | 0.02% | +10,763 | 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 |
| Albert D Mason Inc | 10,560 | $77.0K | 0.06% | +310+3.0% | Added |
| Harbour Investments, Inc. | 7,046 | $77.0K | 0.01% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 10,415 | $76.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,494 | $76.0K | 0.03% | +10,494 | 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 |
| Wipfli Financial Advisors LLC, | 9,895 | $72.0K | 0.01% | +9,895 | New |
| Bessemer Group Inc | 9,767 | $71.0K | 0.00% | −3,693−27.4% | Reduced |
| 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 |
| Umb Bank N A | 8,718 | $63.0K | 0.00% | +479+5.8% | Added |
| Accel Wealth Management | 7,548 | $61.0K | 0.03% | −382−4.8% | Reduced |
| Lazard Asset Management LLC | 8,157 | $59.0K | 0.00% | +7,697+1,673.3% | Added |
| Sara-Bay Financial | 7,272 | $53.0K | 0.03% | +7,272 | New |
| TD Private Client Wealth LLC | 7,097 | $51.7K | 0.00% | +2,129+42.9% | Added |
| Carolina Wealth Advisors, LLC | 6,626 | $48.0K | 0.04% | +73+1.1% | 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 |
| Financial Perspectives, Inc | 5,717 | $41.6K | 0.02% | +2,501+77.8% | Added |
| Central Trust Co | 5,369 | $39.0K | 0.00% | −550−9.3% | Reduced |
| Quent Capital, LLC | 5,201 | $38.0K | 0.01% | +208+4.2% | Added |