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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, Q4 2022

Institutional positions in Lumen Technologies, Inc. as of Dec 31, 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
755
−5 vs. Q3 2022
Shares held
814.5M
−11.0M (−1.3%) vs. Q3 2022
Total value
$4.25B
−$1.76B (−29.2%) vs. Q3 2022
New holders
122
218 more added
Sold out
127
278 more reduced

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 755 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 heldQ4 2022: $4.25B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2022.

Institutions holding LUMN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pflug Koory, LLC74$00.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC46$00.00%00.0%Unchanged
Westside Investment Management, Inc.42$00.00%00.0%Unchanged
Financial Management Professionals, Inc.47$00.00%00.0%Unchanged
Red Cedar Capital, LLC1$00.00%00.0%Unchanged
First National Bank of South Miami126$00.00%00.0%Unchanged
Baldrige Asset Management LLC4$00.00%00.0%Unchanged
Goodman Advisory Group, LLC47$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC71$00.00%+71New
AllSquare Wealth Management LLC1$50.00%00.0%Unchanged
Colonial Trust Advisors1$50.00%+1New
RFP Financial Group LLC1$50.00%+1New
Bellwether Advisors, LLC3$150.00%00.0%Unchanged
Sofos Investments, Inc.5$160.00%+5New
NVWM, LLC5$260.00%00.0%Unchanged
Cornerstone Management, Inc.5$270.00%00.0%Unchanged
Credit Agricole S A6$310.00%00.0%Unchanged
Tucker Asset Management LLC8$420.00%+8New
Hoey Investments, Inc9$470.00%00.0%Unchanged
Cornerstone Planning Group LLC10$510.00%+10New
WestEnd Advisors, LLC10$520.00%00.0%Unchanged
Adirondack Trust Co12$620.00%00.0%Unchanged
National Pension Service12$630.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$630.00%00.0%Unchanged
Archer Investment Corp13$680.00%+2+18.2%Added
Richard W. Paul & Associates, LLC13$680.00%+13New
Carolinas Wealth Consulting LLC18$930.00%00.0%Unchanged
Tradewinds Capital Management, LLC18$940.00%00.0%Unchanged
Abound Wealth Management19$1020.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC20$1040.00%+20New
Addison Advisors LLC21$1100.00%00.0%Unchanged
CNB Bank24$1250.00%00.0%Unchanged
Insight Financial Services26$1350.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc34$1770.00%00.0%Unchanged
Larson Financial Group LLC37$1930.00%+37New
Mark Sheptoff Financial Planning, LLC39$2040.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC40$2090.00%+40New
Whittier Trust Co43$2230.00%00.0%Unchanged
JJJ Advisors Inc.37$2230.00%00.0%Unchanged
Twin Lakes Capital Management, LLC43$2230.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC50$2610.00%−34,067−99.9%Reduced
True Wealth Design, LLC50$2610.00%+50New
Eagle Bay Advisors LLC66$3450.00%−1,600−96.0%Reduced
WFA of San Diego, LLC66$3450.00%+66New
Caldwell Sutter Capital, Inc.68$3550.00%+68New
GHP Investment Advisors, Inc.69$3580.00%00.0%Unchanged
Comerica Securities,inc.74$3860.00%+74New
JNBA Financial Advisors87$4540.00%00.0%Unchanged
West Paces Advisors Inc.92$4800.00%+92New
Glassman Wealth Services94$4910.00%−2,302−96.1%Reduced
Glen Eagle Advisors, LLC100$5220.00%00.0%Unchanged
BerganKDV Wealth Management, LLC100$5240.00%−73−42.2%Reduced
New England Capital Financial Advisors LLC102$5320.00%+102New
First Horizon Advisors, Inc.103$5380.00%−110−51.6%Reduced
Aspire Private Capital, LLC104$5430.00%−4−3.7%Reduced
My Personal CFO, LLC116$6060.00%+116New
Zions Bancorporation, N.A.125$6530.00%−989−88.8%Reduced
Rise Advisors, LLC126$6560.00%00.0%Unchanged
Raffa Wealth Management, LLC128$6680.00%00.0%Unchanged
New Millennium Group LLC138$7220.00%+104+305.9%Added
SJS Investment Consulting Inc.139$7260.00%−6−4.1%Reduced
Baldwin Brothers Inc142$7410.00%+142New
FinTrust Capital Advisors, LLC157$8200.00%00.0%Unchanged
Assetmark, Inc173$9030.00%00.0%Unchanged
Focused Wealth Management, Inc175$9120.00%00.0%Unchanged
Leelyn Smith, LLC183$9550.00%00.0%Unchanged
SRS Capital Advisors, Inc.188$9830.00%00.0%Unchanged
Bogart Wealth, LLC190$9920.00%−1,310−87.3%Reduced
Massmutual Trust Co FSB105$1.00K0.00%−370−77.9%Reduced
Tyler-Stone Wealth Management214$1.00K0.00%00.0%Unchanged
Bangor Savings Bank97$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC119$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC117$1.00K0.00%00.0%Unchanged
KB Financial Partners, LLC258$1.00K0.00%+118+84.3%Added
City State Bank200$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC125$1.00K0.00%+125New
Global Trust Asset Management, LLC198$1.03K0.00%−948−82.7%Reduced
Armstrong Advisory Group, Inc214$1.12K0.00%+214New
Live Oak Investment Partners–$1.21K0.00%–New
Prestige Wealth Management Group LLC253$1.32K0.00%−369−59.3%Reduced
Disciplined Investments, LLC266$1.39K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC273$1.43K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP298$1.56K0.00%+298New
TCI Wealth Advisors, Inc.313$1.63K0.00%−112−26.4%Reduced
TCTC Holdings, LLC317$1.66K0.00%00.0%Unchanged
Truvestments Capital LLC321$1.68K0.00%−1,985−86.1%Reduced
CoreFirst Bank & Trust330$1.72K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC369$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC402$2.00K0.00%+159+65.4%Added
Asset Dedication, LLC445$2.00K0.00%+445New
Iron Horse Wealth Management, LLC300$2.00K0.00%+300New
Washington Trust Co400$2.09K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC414$2.16K0.00%+26+6.7%Added
Investors Research Corp415$2.17K0.00%00.0%Unchanged
McIlrath & Eck, LLC429$2.24K0.00%00.0%Unchanged
Parkside Financial Bank & Trust434$2.27K0.00%−3,778−89.7%Reduced
Arlington Partners LLC474$2.47K0.00%00.0%Unchanged
PSI Advisors, LLC487$2.54K0.00%00.0%Unchanged
Zullo Investment Group, Inc.500$2.61K0.00%00.0%Unchanged
Earnest Partners LLC505$2.64K0.00%00.0%Unchanged