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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 20,505 | $107.0K | 0.00% | −4,036−16.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,550 | $107.3K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 20,693 | $108.0K | 0.01% | −5,873−22.1% | Reduced |
| Wedbush Securities Inc | 20,817 | $109.0K | 0.01% | −9,060−30.3% | Reduced |
| Lyrical Asset Management LP | 15,285 | $111.3K | 0.00% | +15,285 | New |
| Corton Capital Inc. | 21,804 | $113.8K | 0.09% | −3,500−13.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,858 | $114.1K | 0.01% | −13,551−38.3% | Reduced |
| Ullmann Financial Group, Inc. | 21,938 | $114.5K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 21,969 | $114.7K | 0.01% | +21,969 | New |
| Forum Financial Management, LP | 22,572 | $117.8K | 0.00% | +30+0.1% | Added |
| Desjardins Global Asset Management Inc. | 22,807 | $119.0K | 0.02% | +470+2.1% | Added |
| Blair William & Co | 22,949 | $119.8K | 0.00% | −2,347−9.3% | Reduced |
| M Holdings Securities, Inc. | 23,189 | $121.0K | 0.01% | −173−0.7% | Reduced |
| Assenagon Asset Management S.A. | 23,317 | $122.0K | 0.00% | −5,858−20.1% | Reduced |
| Indie Asset Partners, LLC | 23,500 | $122.7K | 0.13% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 23,540 | $122.9K | 0.12% | −667−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 24,086 | $125.0K | 0.00% | −3,838−13.7% | Reduced |
| Ritholtz Wealth Management | 23,984 | $125.2K | 0.01% | −54,451−69.4% | Reduced |
| NinePointTwo Capital | 24,153 | $126.0K | 0.05% | +24,153 | New |
| Wedge Capital Management L L P | 24,417 | $127.0K | 0.00% | +3,302+15.6% | Added |
| Invst, LLC | 24,821 | $130.3K | 0.02% | −2,745−10.0% | Reduced |
| Teza Capital Management LLC | 25,044 | $130.7K | 0.02% | −30,371−54.8% | Reduced |
| Hongkou Capital LP | 25,200 | $131.5K | 0.45% | +25,200 | New |
| Humankind Investments LLC | 25,490 | $133.1K | 0.06% | +11,974+88.6% | Added |
| Sawtooth Solutions, LLC | 25,604 | $133.7K | 0.02% | +2,313+9.9% | Added |
| Jump Financial, LLC | 25,712 | $134.2K | 0.01% | +25,712 | New |
| Versor Investments LP | 26,000 | $135.7K | 0.01% | −4,500−14.8% | Reduced |
| CAPROCK Group, Inc. | 26,233 | $136.9K | 0.01% | +3,006+12.9% | Added |
| Gsa Capital Partners LLP | 26,171 | $137.0K | 0.02% | −159,223−85.9% | Reduced |
| Pendal Group Limited | 26,265 | $137.1K | 0.00% | +26,265 | New |
| Steward Partners Investment Advisory, LLC | 26,771 | $139.7K | 0.00% | −1,633−5.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,808 | $139.9K | 0.02% | +26,808 | New |
| Two Sigma Securities, LLC | 26,965 | $140.8K | 0.02% | −97,512−78.3% | Reduced |
| Equitable Holdings, Inc. | 27,130 | $141.6K | 0.00% | −20.0% | Reduced |
| CoreCap Advisors, LLC | 27,319 | $142.6K | 0.01% | +11,983+78.1% | Added |
| Commerce Bank | 27,568 | $143.9K | 0.00% | −10,265−27.1% | Reduced |
| Beacon Pointe Advisors, LLC | 27,794 | $145.1K | 0.00% | +16,414+144.2% | Added |
| Cutler Group LP | 28,004 | $146.0K | 0.02% | +28,004 | New |
| Welch Group, LLC | 28,100 | $146.7K | 0.01% | +10,000+55.2% | Added |
| Vestmark Advisory Solutions, Inc. | 28,130 | $146.8K | 0.01% | −24,221−46.3% | Reduced |
| SG Americas Securities, LLC | 28,081 | $147.0K | 0.00% | −49,641−63.9% | Reduced |
| National Bank of Canada | 28,264 | $147.5K | 0.00% | −38,016−57.4% | Reduced |
| Virtu Financial LLC | 28,310 | $148.0K | 0.02% | +2,560+9.9% | Added |
| BSW Wealth Partners | 28,293 | $148.0K | 0.03% | +28,293 | New |
| Diversified Trust Co | 28,516 | $149.0K | 0.01% | +133+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,599 | $149.3K | 0.00% | +28,599 | New |
| Green Alpha Advisors, LLC | 28,710 | $150.0K | 0.12% | −51,342−64.1% | Reduced |
| Tocqueville Asset Management L.P. | 28,912 | $150.9K | 0.00% | −10,078−25.8% | Reduced |
| Nisa Investment Advisors, LLC | 29,082 | $152.0K | 0.00% | −90,058−75.6% | Reduced |
| Perigon Wealth Management, LLC | 29,138 | $152.1K | 0.01% | −292−1.0% | Reduced |
| Proequities, Inc. | 29,396 | $153.4K | 0.01% | −8,606−22.6% | Reduced |
| Axq Capital, LP | 29,650 | $154.8K | 0.11% | +29,650 | New |
| Northwestern Mutual Investment Management Company, LLC | 29,831 | $155.7K | 0.00% | −5,547−15.7% | Reduced |
| Bell Bank | 29,879 | $156.0K | 0.02% | +8,725+41.2% | Added |
| McRae Capital Management Inc | 30,000 | $156.6K | 0.05% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 30,083 | $157.0K | 0.04% | −7,775−20.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $157.7K | 0.09% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 28,762 | $160.8K | 0.05% | +28,762 | New |
| Patton Fund Management, Inc. | 31,204 | $163.0K | 0.05% | +31,204 | New |
| Northwestern Mutual Wealth Management Co | 31,394 | $163.9K | 0.00% | −8,208−20.7% | Reduced |
| Profund Advisors LLC | 32,055 | $167.3K | 0.01% | +1,440+4.7% | Added |
| Sigma Planning Corp | 32,270 | $168.5K | 0.01% | −10,552−24.6% | Reduced |
| Alpha Paradigm Partners, LLC | 32,333 | $169.0K | 0.07% | +3,993+14.1% | Added |
| Global Assets Advisory, LLC | 32,398 | $169.1K | 0.18% | −1,164−3.5% | Reduced |
| Advisor Partners II, LLC | 32,653 | $170.4K | 0.01% | +4,482+15.9% | Added |
| Veriti Management LLC | 32,770 | $171.1K | 0.02% | +12,040+58.1% | Added |
| Clear Street Markets LLC | 32,861 | $172.0K | 0.03% | −17,039−34.1% | Reduced |
| Engineers Gate Manager LP | 34,081 | $177.9K | 0.01% | −40,723−54.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 34,135 | $178.0K | 0.02% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 34,223 | $179.0K | 0.01% | −583,463−94.5% | Reduced |
| Wellington Shields & Co., LLC | 34,601 | $180.6K | 0.04% | +725+2.1% | Added |
| Centennial Wealth Advisory LLC | 34,616 | $180.7K | 0.10% | +9,972+40.5% | Added |
| Cipher Capital LP | 35,384 | $184.7K | 0.03% | +6,706+23.4% | Added |
| Symmetry Partners, LLC | 35,535 | $185.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 35,624 | $186.0K | 0.00% | −16,864−32.1% | Reduced |
| Chiron Capital Management, LLC | 35,800 | $186.9K | 0.13% | −8,100−18.5% | Reduced |
| S&T Bank | 35,758 | $187.0K | 0.03% | −211,673−85.5% | Reduced |
| Kestra Private Wealth Services, LLC | 36,350 | $189.7K | 0.01% | −4,957−12.0% | Reduced |
| Camelot Portfolios, LLC | 36,380 | $189.9K | 0.14% | +13,843+61.4% | Added |
| West Bancorporation Inc | 36,400 | $190.0K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 36,506 | $190.6K | 0.01% | +15,925+77.4% | Added |
| Total Clarity Wealth Management, Inc. | 37,206 | $194.2K | 0.10% | +37,206 | New |
| Ontario Teachers Pension Plan Board | 37,809 | $197.4K | 0.00% | −131,571−77.7% | Reduced |
| King Luther Capital Management Corp | 38,000 | $198.4K | 0.00% | −5,000−11.6% | Reduced |
| Avantax Advisory Services, Inc. | 38,365 | $200.3K | 0.00% | −18,814−32.9% | Reduced |
| Accurate Wealth Management, LLC | 35,876 | $200.9K | 0.07% | +14,358+66.7% | Added |
| Exos TFP Holdings LLC | 38,878 | $202.9K | 0.06% | +38,878 | New |
| Drive Wealth Management, LLC | 39,075 | $203.9K | 0.10% | +39,075 | New |
| Atria Wealth Solutions, Inc. | 39,120 | $204.2K | 0.00% | −10,885−21.8% | Reduced |
| Mather Group, LLC. | 39,293 | $205.1K | 0.00% | +39,293 | New |
| Autumn Glory Partners, LLC | 39,500 | $206.2K | 0.11% | +2,000+5.3% | Added |
| Wealth Advisors of Iowa, LLC | 40,150 | $209.6K | 0.17% | −5,500−12.0% | Reduced |
| International Assets Investment Management, LLC | 40,606 | $212.0K | 0.02% | +40,606 | New |
| E. Ohman J:or Asset Management AB | 41,400 | $216.1K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 41,458 | $216.4K | 0.01% | +10,824+35.3% | Added |
| Federated Hermes, Inc. | 41,642 | $217.4K | 0.00% | −3,081−6.9% | Reduced |
| Covestor Ltd | 43,736 | $229.0K | 0.19% | +16,879+62.8% | Added |
| Quantinno Capital Management LP | 43,820 | $229.0K | 0.02% | +43,820 | New |
| Chelsea Counsel Co | 44,000 | $229.7K | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 44,269 | $230.9K | 0.00% | −29,487−40.0% | Reduced |