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 |
|---|---|---|---|---|---|
| Gladius Capital Management LP | 44,269 | $231.1K | 0.07% | +44,269 | New |
| MAI Capital Management | 44,483 | $232.2K | 0.00% | −4,575−9.3% | Reduced |
| Zacks Investment Management | 44,620 | $232.9K | 0.00% | +179+0.4% | Added |
| Ci Investments Inc. | 44,767 | $234.0K | 0.00% | +20,084+81.4% | Added |
| Moody National Bank Trust Division | 45,118 | $236.0K | 0.02% | −46−0.1% | Reduced |
| New Mexico Educational Retirement Board | 45,427 | $237.0K | 0.01% | −2,100−4.4% | Reduced |
| Straight Path Wealth Management | 46,000 | $240.1K | 0.23% | −1,000−2.1% | Reduced |
| Argent Advisors, Inc. | 46,024 | $240.2K | 0.12% | −42,405−48.0% | Reduced |
| Stratos Wealth Partners, LTD. | 47,017 | $245.4K | 0.01% | −20,230−30.1% | Reduced |
| US Bancorp | 47,715 | $249.1K | 0.00% | −1,810−3.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 48,594 | $253.7K | 0.09% | +48,594 | New |
| Alan B. Lancz & Associates, Inc. | 43,610 | $257.3K | 0.26% | −6,300−12.6% | Reduced |
| Diligent Investors, LLC | 49,949 | $260.7K | 0.09% | +28,800+136.2% | Added |
| Easterly Investment Partners LLC | 50,001 | $261.0K | 0.02% | −113,548−69.4% | Reduced |
| Pensionmark Financial Group, LLC | 50,313 | $262.6K | 0.06% | +50,313 | New |
| CIC Wealth, LLC | 50,826 | $265.3K | 0.11% | +50,826 | New |
| Forza Wealth Management, LLC | 51,290 | $267.7K | 0.18% | +51,290 | New |
| Nomura Holdings Inc | 51,571 | $269.0K | 0.00% | −578,429−91.8% | Reduced |
| HAP Trading, LLC | 51,438 | $269.0K | 0.04% | −11,842−18.7% | Reduced |
| United Capital Financial Advisers, LLC | 52,293 | $273.0K | 0.00% | −66,217−55.9% | Reduced |
| Private Advisor Group, LLC | 91,146 | $274.2K | 0.01% | +42,002+85.5% | Added |
| Rafferty Asset Management, LLC | 53,241 | $277.9K | 0.00% | +26,471+98.9% | Added |
| Schroder Investment Management Group | 53,456 | $279.0K | 0.00% | −1,672−3.0% | Reduced |
| Oppenheimer & Co Inc | 53,535 | $279.5K | 0.01% | −319,481−85.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,954 | $281.6K | 0.02% | +1,375+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 54,639 | $285.2K | 0.00% | +11,889+27.8% | Added |
| Robertson Stephens Wealth Management, LLC | 54,775 | $285.9K | 0.03% | +54,775 | New |
| Everence Capital Management Inc | 54,970 | $287.0K | 0.02% | +54,970 | New |
| Metropolitan Life Insurance Co | 55,051 | $287.4K | 0.01% | −1,657−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 39,955 | $291.0K | 0.01% | +1,600+4.2% | Added |
| Norinchukin Bank, The | 55,748 | $291.0K | 0.01% | −11,062−16.6% | Reduced |
| Signature Wealth Management Partners, LLC | 57,336 | $299.3K | 0.29% | −7,000−10.9% | Reduced |
| Baird Financial Group, Inc. | 57,586 | $300.0K | 0.00% | −463,341−88.9% | Reduced |
| Investors Asset Management of Georgia Inc | 57,550 | $300.4K | 0.16% | −10,124−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 58,021 | $303.0K | 0.01% | −55,265−48.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,927 | $312.8K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 61,436 | $320.7K | 0.23% | +35,370+135.7% | Added |
| Louisiana State Employees Retirement System | 61,500 | $321.0K | 0.01% | +500+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 62,000 | $323.6K | 0.05% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 62,500 | $326.0K | 0.28% | +62,500 | New |
| Vantage Consulting Group Inc | 63,046 | $329.1K | 0.19% | +26,535+72.7% | Added |
| Syntax Advisors, LLC | 63,046 | $329.1K | 0.27% | +26,535+72.7% | Added |
| Wolverine Trading, LLC | 63,316 | $331.0K | 0.01% | +37,091+141.4% | Added |
| JustInvest LLC | 63,859 | $333.3K | 0.01% | +34,736+119.3% | Added |
| Empirical Finance, LLC | 65,766 | $343.3K | 0.04% | +283+0.4% | Added |
| Daiwa Securities Group Inc. | 66,040 | $345.0K | 0.00% | +4,663+7.6% | Added |
| ING Groep NV | 67,566 | $352.7K | 0.00% | +67,566 | New |
| Campbell & CO Investment Adviser LLC | 68,227 | $356.1K | 0.09% | −14,499−17.5% | Reduced |
| Ergoteles LLC | 68,533 | $357.7K | 0.01% | +68,533 | New |
| Elo Mutual Pension Insurance Co | 69,829 | $365.0K | 0.01% | 00.0% | Unchanged |
| Insight Folios Inc | 71,591 | $373.7K | 0.17% | +71,591 | New |
| National Asset Management, Inc. | 73,161 | $381.9K | 0.01% | −23,982−24.7% | Reduced |
| Kentucky Retirement Systems | 74,888 | $391.0K | 0.02% | +327+0.4% | Added |
| Hartford Investment Management Co | 75,991 | $397.0K | 0.01% | −86,656−53.3% | Reduced |
| Capstone Financial Advisors, Inc. | 76,703 | $400.4K | 0.03% | +14,536+23.4% | Added |
| Independent Financial Group, LLC | 77,982 | $407.1K | 0.03% | −17,443−18.3% | Reduced |
| Securian Asset Management, Inc | 78,186 | $408.1K | 0.01% | +542+0.7% | Added |
| Maryland State Retirement & Pension System | 78,245 | $408.4K | 0.01% | +78,245 | New |
| IFP Advisors, Inc | 36,926 | $413.0K | 0.01% | −36,712−49.9% | Reduced |
| Gamco Investors, Inc. Et Al | 80,600 | $420.7K | 0.00% | −5,396−6.3% | Reduced |
| Bridgewater Associates, LP | 81,874 | $427.4K | 0.00% | +81,874 | New |
| British Columbia Investment Management Corp | 82,027 | $428.2K | 0.00% | −9,955−10.8% | Reduced |
| Wedmont Private Capital | 80,865 | $439.1K | 0.07% | +80,865 | New |
| CTC Capital Management, LLC | 84,900 | $443.2K | 0.54% | +84,900 | New |
| Wiley Bros.-Aintree Capital, LLC | 86,338 | $450.7K | 0.22% | −3,375−3.8% | Reduced |
| KBC Group NV | 86,787 | $453.0K | 0.00% | −134,548−60.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 87,835 | $459.0K | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 88,066 | $459.7K | 0.30% | +63,404+257.1% | Added |
| High Note Wealth, LLC | 88,356 | $461.2K | 0.19% | −55,473−38.6% | Reduced |
| Verition Fund Management LLC | 88,972 | $464.4K | 0.01% | +26,643+42.7% | Added |
| Old Point Trust & Financial Services N A | 90,288 | $471.3K | 0.22% | −12,450−12.1% | Reduced |
| Crossmark Global Holdings, Inc. | 92,800 | $484.0K | 0.01% | −137,950−59.8% | Reduced |
| Gilman Hill Asset Management, LLC | 94,460 | $493.1K | 0.10% | −201,850−68.1% | Reduced |
| Jefferies Financial Group Inc. | 95,200 | $496.9K | 0.01% | +95,200 | New |
| Nordea Investment Management AB | 96,315 | $506.1K | 0.00% | +34,323+55.4% | Added |
| Linden Thomas Advisory Services, LLC | 97,432 | $508.6K | 0.14% | +97,432 | New |
| Pitcairn Co | 97,835 | $510.7K | 0.05% | −62,729−39.1% | Reduced |
| MML Investors Services, LLC | 98,363 | $513.0K | 0.00% | −22,431−18.6% | Reduced |
| Tobam | 100,185 | $523.0K | 0.03% | −583,502−85.3% | Reduced |
| SEI Investments Co | 101,269 | $528.6K | 0.00% | −150,809−59.8% | Reduced |
| Verdence Capital Advisors LLC | 101,308 | $528.8K | 0.07% | −97,236−49.0% | Reduced |
| Truist Financial Corp | 104,039 | $543.1K | 0.00% | −167,152−61.6% | Reduced |
| Teacher Retirement System of Texas | 104,967 | $548.0K | 0.00% | −28,234−21.2% | Reduced |
| Disciplined Equity Management, Inc. | 105,655 | $552.0K | 0.49% | −50,560−32.4% | Reduced |
| Toroso Investments, LLC | 105,716 | $552.0K | 0.02% | +37,797+55.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 99,198 | $555.5K | 0.37% | −49,420−33.3% | Reduced |
| CI Private Wealth, LLC | 105,440 | $557.1K | 0.00% | +105,440 | New |
| Triumph Capital Management | 107,766 | $562.5K | 0.30% | +107,766 | New |
| Brookstone Capital Management | 104,075 | $565.1K | 0.01% | −6,119−5.6% | Reduced |
| Nissay Asset Management Corp | 108,794 | $567.9K | 0.01% | −3,022−2.7% | Reduced |
| J. Goldman & Co LP | 109,621 | $572.2K | 0.04% | +109,621 | New |
| Czech National Bank | 111,411 | $581.6K | 0.02% | +967+0.9% | Added |
| CIBC World Markets Corp | 111,900 | $584.1K | 0.00% | +97,447+674.2% | Added |
| Polianta Ltd | 112,400 | $586.0K | 0.44% | +112,400 | New |
| Public Employees Retirement Association of Colorado | 116,108 | $606.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 127,646 | $624.0K | 0.02% | +55,432+76.8% | Added |
| Edgestream Partners, L.P. | 126,902 | $662.4K | 0.07% | +126,902 | New |
| Mutual Advisors, LLC | 127,272 | $664.4K | 0.03% | −22,579−15.1% | Reduced |
| Bailard, Inc. | 129,302 | $675.0K | 0.03% | +129,302 | New |
| Capula Management Ltd | 131,210 | $684.9K | 0.07% | +131,210 | New |