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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 7,829 | $40.9K | 0.01% | +1,816+30.2% | Added |
| EWG Elevate Inc. | 7,933 | $41.4K | 0.02% | +7,933 | New |
| Creative Financial Designs Inc | 8,036 | $41.9K | 0.01% | +6,700+501.5% | Added |
| Endurance Wealth Management, Inc. | 8,132 | $42.0K | 0.01% | −9,325−53.4% | Reduced |
| Lazard Asset Management LLC | 8,303 | $43.0K | 0.00% | +146+1.8% | Added |
| EverSource Wealth Advisors, LLC | 9,113 | $47.6K | 0.01% | +6,861+304.7% | Added |
| AdvisorNet Financial, Inc | 9,319 | $48.6K | 0.00% | +8,212+741.8% | Added |
| Belpointe Asset Management LLC | 9,333 | $48.7K | 0.00% | +9,333 | New |
| Ossiam | 10,049 | $52.5K | 0.00% | −56,068−84.8% | Reduced |
| WealthBridge Capital Management, LLC | 10,074 | $52.6K | 0.02% | −2,584−20.4% | Reduced |
| Change Path, LLC | 10,078 | $53.0K | 0.00% | +10,078 | New |
| Financial Architects, Inc | 10,217 | $53.3K | 0.01% | −46−0.4% | Reduced |
| Ascent Group, LLC | 10,299 | $53.8K | 0.01% | −7,077−40.7% | Reduced |
| Boothbay Fund Management, LLC | 10,340 | $54.0K | 0.00% | −8,860−46.1% | Reduced |
| Rosenberg Matthew Hamilton | 10,361 | $54.1K | 0.02% | +1,000+10.7% | Added |
| Emerald Advisors, LLC | 10,415 | $54.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 10,468 | $54.6K | 0.02% | −5,191−33.2% | Reduced |
| Checchi Capital Advisers, LLC | 10,492 | $54.8K | 0.01% | −14,048−57.2% | Reduced |
| We Are One Seven, LLC | 10,557 | $55.1K | 0.01% | −1,782−14.4% | Reduced |
| Nwam LLC | 10,615 | $55.4K | 0.00% | +10,615 | New |
| Congress Wealth Management LLC | 10,668 | $55.7K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,691 | $55.8K | 0.01% | −8,488−44.3% | Reduced |
| Keystone Financial Group | 10,749 | $56.1K | 0.01% | +500+4.9% | Added |
| Global Retirement Partners, LLC | 10,785 | $56.3K | 0.00% | +6,055+128.0% | Added |
| BDO Wealth Advisors, LLC | 10,928 | $57.0K | 0.01% | −5,475−33.4% | Reduced |
| Midwest Heritage Bank, FSB | 10,939 | $57.1K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,559 | $57.3K | 0.02% | +10,559 | New |
| Visionary Wealth Advisors | 11,183 | $58.0K | 0.01% | −3,640−24.6% | Reduced |
| FDx Advisors, Inc. | 11,380 | $59.0K | 0.00% | −33,907−74.9% | Reduced |
| Brown Advisory Inc | 11,457 | $59.8K | 0.00% | −1,294−10.1% | Reduced |
| Claret Asset Management Corp | 11,556 | $60.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,585 | $60.5K | 0.00% | −53,256−82.1% | Reduced |
| Merit Financial Group, LLC | 11,795 | $61.6K | 0.00% | +11,795 | New |
| Ashton Thomas Private Wealth, LLC | 12,167 | $63.5K | 0.01% | +12,167 | New |
| Cigna Investments Inc | 12,233 | $64.0K | 0.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 12,339 | $64.0K | 0.01% | +12,339 | New |
| Lombard Odier Asset Management (Switzerland) SA | 12,278 | $64.1K | 0.01% | +1,363+12.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,283 | $64.1K | 0.00% | +1,470+13.6% | Added |
| Ameritas Investment Partners, Inc. | 12,492 | $64.4K | 0.00% | +411+3.4% | Added |
| One Wealth Advisors, LLC | 12,420 | $64.8K | 0.01% | −26,065−67.7% | Reduced |
| Harvest Management LLC | 12,540 | $65.5K | 0.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 12,597 | $65.8K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $65.9K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12,778 | $66.7K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 12,827 | $67.0K | 0.04% | +12,827 | New |
| Greenleaf Trust | 12,914 | $67.0K | 0.00% | +12,914 | New |
| Auxier Asset Management | 13,034 | $68.0K | 0.01% | −15,516−54.3% | Reduced |
| Tradition Wealth Management, LLC | 13,199 | $69.0K | 0.01% | +35+0.3% | Added |
| Ballentine Partners, LLC | 13,372 | $69.8K | 0.00% | +13,372 | New |
| Old National Bancorp | 13,489 | $70.0K | 0.00% | −1,945−12.6% | Reduced |
| Hyman Charles D | 13,400 | $70.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,605 | $71.0K | 0.00% | −5,100−27.3% | Reduced |
| NorthRock Partners, LLC | 13,662 | $71.3K | 0.01% | −5,520−28.8% | Reduced |
| Per Stirling Capital Management, LLC. | 13,669 | $71.4K | 0.01% | +13,669 | New |
| MQS Management LLC | 13,703 | $71.5K | 0.05% | −27,295−66.6% | Reduced |
| Balboa Wealth Partners | 13,879 | $72.4K | 0.03% | −610−4.2% | Reduced |
| Vontobel Holding Ltd. | 15,133 | $77.0K | 0.00% | −33,870−69.1% | Reduced |
| Trust Asset Management LLC | 14,917 | $77.9K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,168 | $79.0K | 0.00% | −2,356−13.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 15,296 | $79.8K | 0.05% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 15,321 | $80.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 15,482 | $80.8K | 0.00% | −21,715−58.4% | Reduced |
| Chicago Partners Investment Group LLC | 16,224 | $81.0K | 0.00% | +1,056+7.0% | Added |
| MGO Private Wealth, LLC | 16,227 | $84.7K | 0.04% | +16,227 | New |
| Sittner & Nelson, LLC | 16,278 | $85.0K | 0.05% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 16,518 | $86.0K | 0.03% | +16,518 | New |
| Financial Advisory Service, Inc. | 16,573 | $86.5K | 0.01% | +1,400+9.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,867 | $88.0K | 0.00% | −12,249−42.1% | Reduced |
| Park Avenue Securities LLC | 16,974 | $89.0K | 0.00% | −38,143−69.2% | Reduced |
| Compagnie Lombard Odier SCmA | 17,000 | $89.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Bank | 17,113 | $89.0K | 0.01% | +6,567+62.3% | Added |
| D.A. Davidson & Co. | 17,294 | $90.3K | 0.00% | −3,422−16.5% | Reduced |
| Signaturefd, LLC | 17,380 | $90.7K | 0.00% | +14,703+549.2% | Added |
| Schechter Investment Advisors, LLC | 17,594 | $91.8K | 0.01% | −17,469−49.8% | Reduced |
| Parallel Advisors, LLC | 17,745 | $92.6K | 0.00% | +6,786+61.9% | Added |
| Neuberger Berman Group LLC | 17,761 | $92.7K | 0.00% | −221,629−92.6% | Reduced |
| Coldstream Capital Management Inc | 17,858 | $93.2K | 0.00% | +17,858 | New |
| Huntington National Bank | 18,440 | $96.3K | 0.00% | −1,768−8.7% | Reduced |
| Wetherby Asset Management Inc | 18,486 | $96.5K | 0.01% | +18,486 | New |
| Savant Capital, LLC | 19,778 | $97.4K | 0.00% | +6,671+50.9% | Added |
| Virtue Capital Management, LLC | 18,728 | $97.8K | 0.01% | +18,728 | New |
| Newbridge Financial Services Group, Inc. | 18,765 | $98.0K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 18,761 | $98.0K | 0.00% | −15,251−44.8% | Reduced |
| Landscape Capital Management, L.L.C. | 18,824 | $98.3K | 0.01% | +18,824 | New |
| Marco Investment Management LLC | 18,950 | $98.9K | 0.01% | −3,000−13.7% | Reduced |
| Iron Financial, LLC | 19,116 | $99.8K | 0.06% | +1,510+8.6% | Added |
| Cerity Partners LLC | 19,167 | $100.0K | 0.00% | +19,167 | New |
| Capital Investment Advisory Services, LLC | 19,255 | $100.5K | 0.01% | +700+3.8% | Added |
| Lincoln National Corp | 19,305 | $100.8K | 0.00% | −5,422−21.9% | Reduced |
| Cypress Capital Group | 19,767 | $103.2K | 0.02% | +7,312+58.7% | Added |
| Metis Global Partners, LLC | 19,812 | $103.4K | 0.01% | +5,756+41.0% | Added |
| Eqis Capital Management, Inc. | 19,870 | $103.7K | 0.01% | −126,526−86.4% | Reduced |
| Cetera Advisors LLC | 19,941 | $104.1K | 0.00% | −2,669−11.8% | Reduced |
| Congress Park Capital LLC | 20,000 | $104.4K | 0.07% | −15,750−44.1% | Reduced |
| Mairs & Power Inc | 20,000 | $104.4K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $104.4K | 0.07% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 20,088 | $104.9K | 0.12% | −5,686−22.1% | Reduced |
| Silvercrest Asset Management Group LLC | 20,106 | $105.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 20,122 | $105.0K | 0.00% | +9,010+81.1% | Added |
| Future Financial Wealth Managment LLC | 20,361 | $106.3K | 0.12% | −500−2.4% | Reduced |