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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 520 | $2.71K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $2.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 567 | $2.96K | 0.00% | −374−39.7% | Reduced |
| Kozak & Associates, Inc. | 499 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $3.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 581 | $3.03K | 0.00% | +581 | New |
| Lee Financial Co | 599 | $3.13K | 0.00% | +152+34.0% | Added |
| Hollencrest Capital Management | 618 | $3.23K | 0.00% | +618 | New |
| Stonebridge Capital Advisors LLC | 692 | $3.61K | 0.00% | +190+37.8% | Added |
| Financial Avengers, Inc. | 717 | $3.74K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,668 | $3.76K | 0.00% | −11,426−45.5% | Reduced |
| TD Capital Management LLC | 728 | $3.80K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 750 | $3.92K | 0.00% | +750 | New |
| Retirement Group, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 794 | $4.14K | 0.00% | +455+134.2% | Added |
| Capstone Investment Advisors, LLC | 813 | $4.24K | 0.00% | −79,772−99.0% | Reduced |
| Global Wealth Strategies & Associates | 863 | $4.50K | 0.00% | +863 | New |
| Glass Jacobson Investment Advisors llc | 876 | $4.57K | 0.00% | +876 | New |
| AXS Investments LLC | 878 | $4.58K | 0.00% | +878 | New |
| Kelly Financial Services LLC | 883 | $4.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 886 | $4.63K | 0.00% | +886 | New |
| Affiance Financial, LLC | 900 | $4.70K | 0.00% | +900 | New |
| Heritage Wealth Management, LLC | 914 | $4.77K | 0.00% | +457+100.0% | Added |
| Brown Brothers Harriman & Co | 950 | $4.96K | 0.00% | −11,934−92.6% | Reduced |
| JFS Wealth Advisors, LLC | 977 | $5.10K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,000 | $5.22K | 0.00% | +1,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,044 | $5.45K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $5.57K | 0.00% | −500−31.9% | Reduced |
| Salem Investment Counselors Inc | 1,101 | $5.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,139 | $5.94K | 0.00% | −1,108−49.3% | Reduced |
| Smithfield Trust Co | 1,274 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,064 | $6.00K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,193 | $6.23K | 0.00% | +1,175+6,527.8% | Added |
| City Holding Co | 1,194 | $6.23K | 0.00% | −575−32.5% | Reduced |
| Crewe Advisors LLC | 1,239 | $6.47K | 0.00% | +334+36.9% | Added |
| Performa Ltd (US), LLC | 1,250 | $6.53K | 0.00% | +975+354.5% | Added |
| Quarry LP | 1,313 | $6.85K | 0.01% | +1,313 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,355 | $7.00K | 0.00% | −46,025−97.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,259 | $7.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,372 | $7.16K | 0.00% | +1,372 | New |
| Farmers & Merchants Investments Inc | 1,401 | $7.31K | 0.00% | +951+211.3% | Added |
| Key Financial Inc | 1,016 | $7.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,500 | $7.83K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,474 | $8.00K | 0.00% | +1,474 | New |
| TD Waterhouse Canada Inc. | 1,472 | $8.20K | 0.00% | +265+22.0% | Added |
| Geneos Wealth Management Inc. | 1,585 | $8.27K | 0.00% | −1,153−42.1% | Reduced |
| Central Trust Co | 1,684 | $8.79K | 0.00% | −3,685−68.6% | Reduced |
| Community Bank, N.A. | 1,689 | $8.82K | 0.00% | +539+46.9% | Added |
| Beacon Capital Management, LLC | 1,693 | $8.84K | 0.00% | −950−35.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,750 | $9.13K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $9.35K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,877 | $9.80K | 0.00% | −836−30.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,906 | $9.95K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,910 | $10.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,943 | $10.1K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,982 | $10.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,041 | $10.7K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,124 | $11.1K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,251 | $11.8K | 0.01% | −650−22.4% | Reduced |
| Coastal Capital Group, Inc. | 1,654 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,354 | $12.3K | 0.00% | +2,354 | New |
| Lindbrook Capital, LLC | 2,382 | $12.4K | 0.00% | +125+5.5% | Added |
| WFA Asset Management Corp | 2,444 | $12.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,486 | $13.0K | 0.00% | −6,846−73.4% | Reduced |
| Quent Capital, LLC | 2,586 | $13.5K | 0.00% | −2,615−50.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $14.0K | 0.00% | −200−7.1% | Reduced |
| Cypress Capital Management LLC (WY) | 2,814 | $14.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,976 | $15.5K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $15.7K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,000 | $15.9K | 0.00% | +3,000 | New |
| Johnson Financial Group, Inc. | 3,333 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,331 | $18.0K | 0.00% | −6,436−65.9% | Reduced |
| Umb Bank N A | 3,336 | $18.0K | 0.00% | −5,382−61.7% | Reduced |
| Spire Wealth Management | 3,359 | $18.0K | 0.00% | −430−11.3% | Reduced |
| Loomis Sayles & Co L P | 3,794 | $20.0K | 0.00% | +3,362+778.2% | Added |
| Canada Pension Plan Investment Board | 4,000 | $20.9K | 0.00% | −756,233−99.5% | Reduced |
| Concord Wealth Partners | 4,114 | $21.5K | 0.01% | +4,114 | New |
| Front Row Advisors LLC | 4,241 | $22.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 4,201 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,311 | $22.5K | 0.00% | +2,639+157.8% | Added |
| CWM, LLC | 4,335 | $23.0K | 0.00% | −8,523−66.3% | Reduced |
| Financial Perspectives, Inc | 4,537 | $23.7K | 0.01% | −1,180−20.6% | Reduced |
| Hanson & Doremus Investment Management | 4,521 | $24.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,600 | $24.0K | 0.00% | +4,600 | New |
| Schubert & Co | 4,643 | $24.2K | 0.02% | +27+0.6% | Added |
| Column Capital Advisors, LLC | 4,874 | $25.4K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4,933 | $26.0K | 0.02% | −1,693−25.6% | Reduced |
| Northwest Investment Counselors, LLC | 5,000 | $26.1K | 0.01% | −1,000−16.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,100 | $26.6K | 0.00% | −25−0.5% | Reduced |
| Harbour Investments, Inc. | 5,795 | $30.3K | 0.00% | −1,251−17.8% | Reduced |
| Silvant Capital Management LLC | 5,907 | $30.8K | 0.00% | +4,250+256.5% | Added |
| Ellevest, Inc. | 6,317 | $33.0K | 0.00% | +1,487+30.8% | Added |
| Atlas Capital Advisors LLC | 6,319 | $33.0K | 0.01% | −10,791−63.1% | Reduced |
| Money Concepts Capital Corp | 6,766 | $35.3K | 0.00% | +5,184+327.7% | Added |
| Ancora Advisors, LLC | 7,000 | $37.0K | 0.00% | −20,708−74.7% | Reduced |
| Blume Capital Management, Inc. | 7,500 | $39.1K | 0.01% | +7,500 | New |
| Accel Wealth Management | 7,548 | $39.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 7,658 | $40.0K | 0.00% | +1,600+26.4% | Added |
| AIA Group Ltd | 7,690 | $40.1K | 0.00% | −4,035−34.4% | Reduced |