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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, Q1 2023

Institutional positions in Lumen Technologies, Inc. as of Mar 31, 2023. 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
640
−99 vs. Q4 2022
Shares held
724.1M
−89.4M (−11.0%) vs. Q4 2022
Total value
$1.94B
−$2.31B (−54.4%) vs. Q4 2022
New holders
92
194 more added
Sold out
191
225 more reduced

16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 640 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 heldQ1 2023: $1.94B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2022.

Institutions holding LUMN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC253$00.00%−8,050−97.0%Reduced
Smithfield Trust Co274$00.00%−1,000−78.5%Reduced
Winch Advisory Services, LLC117$00.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC46$00.00%00.0%Unchanged
Baldrige Asset Management LLC4$00.00%00.0%Unchanged
Coston, McIsaac & Partners25$00.00%+25New
AllSquare Wealth Management LLC1$30.00%00.0%Unchanged
RFP Financial Group LLC1$30.00%00.0%Unchanged
IAG Wealth Partners, LLC2$50.00%+2New
Bellwether Advisors, LLC3$70.00%00.0%Unchanged
NVWM, LLC5$130.00%00.0%Unchanged
Cornerstone Management, Inc.5$140.00%00.0%Unchanged
Credit Agricole S A6$160.00%00.0%Unchanged
Hoey Investments, Inc9$240.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$320.00%00.0%Unchanged
Archer Investment Corp13$340.00%00.0%Unchanged
Richard W. Paul & Associates, LLC13$340.00%00.0%Unchanged
NewSquare Capital LLC18$480.00%−1,175−98.5%Reduced
Tradewinds Capital Management, LLC18$480.00%00.0%Unchanged
Hallmark Capital Management Inc19$500.00%+19New
Cassady Schiller Wealth Management, LLC20$530.00%00.0%Unchanged
Insight Financial Services26$680.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc34$900.00%00.0%Unchanged
New Millennium Group LLC34$910.00%−104−75.4%Reduced
Mark Sheptoff Financial Planning, LLC39$1030.00%00.0%Unchanged
Westside Investment Management, Inc.42$1110.00%00.0%Unchanged
Whittier Trust Co43$1130.00%00.0%Unchanged
Twin Lakes Capital Management, LLC43$1130.00%00.0%Unchanged
Goodman Advisory Group, LLC47$1250.00%00.0%Unchanged
DecisionPoint Financial, LLC47$1250.00%+47New
True Wealth Design, LLC50$1330.00%00.0%Unchanged
Colonial Trust Advisors52$1380.00%+51+5,100.0%Added
First Community Trust NA56$1480.00%00.0%Unchanged
Larson Financial Group LLC62$1640.00%+25+67.6%Added
Eagle Bay Advisors LLC66$1750.00%00.0%Unchanged
GHP Investment Advisors, Inc.69$1820.00%00.0%Unchanged
Pflug Koory, LLC74$1960.00%00.0%Unchanged
Core Alternative Capital77$2040.00%+77New
JNBA Financial Advisors87$2310.00%00.0%Unchanged
Strategic Investment Solutions, Inc.94$2490.00%+94New
Bangor Savings Bank97$2570.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$2650.00%−2−2.0%Reduced
Glen Eagle Advisors, LLC100$2650.00%00.0%Unchanged
Aspire Private Capital, LLC104$2760.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.128$3110.00%+128New
Assetmark, Inc118$3130.00%−55−31.8%Reduced
Rise Advisors, LLC126$3330.00%00.0%Unchanged
First National Bank of South Miami126$3340.00%00.0%Unchanged
Raffa Wealth Management, LLC128$3390.00%00.0%Unchanged
SJS Investment Consulting Inc.139$3690.00%00.0%Unchanged
Mascoma Wealth Management LLC157$3720.00%+157New
Baldwin Brothers Inc142$3760.00%00.0%Unchanged
BerganKDV Wealth Management, LLC171$4550.00%+71+71.0%Added
Focused Wealth Management, Inc175$4630.00%00.0%Unchanged
Global Trust Asset Management, LLC180$4770.00%−18−9.1%Reduced
SRS Capital Advisors, Inc.188$5000.00%00.0%Unchanged
Bogart Wealth, LLC190$5040.00%00.0%Unchanged
CVA Family Office, LLC190$5040.00%+190New
Caldwell Sutter Capital, Inc.192$5090.00%+124+182.4%Added
PSI Advisors, LLC197$5220.00%−290−59.5%Reduced
Armstrong Advisory Group, Inc198$5250.00%−16−7.5%Reduced
Pacific Center for Financial Services201$5330.00%+201New
Live Oak Investment Partners–$6130.00%––
Cape Investment Advisory, Inc.233$6170.00%+233New
Values First Advisors, Inc.236$6250.00%+236New
Carolinas Wealth Consulting LLC252$6670.00%+234+1,300.0%Added
Disciplined Investments, LLC266$7050.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC273$7240.00%00.0%Unchanged
Iron Horse Wealth Management, LLC300$7950.00%00.0%Unchanged
FinTrust Capital Advisors, LLC157$8200.00%00.0%Unchanged
TCTC Holdings, LLC317$8400.00%00.0%Unchanged
MCF Advisors LLC317$8410.00%+317New
CoreFirst Bank & Trust330$8750.00%00.0%Unchanged
TCI Wealth Advisors, Inc.348$9220.00%+35+11.2%Added
Capital Advisors, Ltd. LLC349$1.00K0.00%−53−13.2%Reduced
RE Dickinson Investment Advisors, LLC369$1.00K0.00%00.0%Unchanged
City State Bank200$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.521$1.00K0.00%+474+1,008.5%Added
Clearstead Advisors, LLC395$1.05K0.00%+395New
Washington Trust Co400$1.06K0.00%00.0%Unchanged
Investors Research Corp415$1.10K0.00%00.0%Unchanged
Tucker Asset Management LLC424$1.12K0.00%+416+5,200.0%Added
McIlrath & Eck, LLC429$1.14K0.00%00.0%Unchanged
Manchester Capital Management LLC461$1.22K0.00%+461New
Machina Capital S.A.S.469$1.24K0.00%+469New
Arlington Partners LLC474$1.26K0.00%00.0%Unchanged
Kozak & Associates, Inc.499$1.32K0.00%00.0%Unchanged
Jones Financial Companies LLLP500$1.32K0.00%+500New
Earnest Partners LLC505$1.34K0.00%00.0%Unchanged
JJJ Advisors Inc.597$1.36K0.00%+560+1,513.5%Added
Tortoise Investment Management, LLC520$1.38K0.00%00.0%Unchanged
Baystate Wealth Management LLC519$1.38K0.00%+400+336.1%Added
SOA Wealth Advisors, LLC.533$1.41K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.581$1.54K0.00%00.0%Unchanged
Zions Bancorporation, N.A.624$1.65K0.00%+499+399.2%Added
Ahrens Investment Partners LLC647$1.72K0.00%+647New
Farmers & Merchants Investments Inc658$1.74K0.00%−743−53.0%Reduced
Stonebridge Capital Advisors LLC692$1.83K0.00%00.0%Unchanged
AXS Investments LLC710$1.88K0.00%−168−19.1%Reduced
Financial Avengers, Inc.717$1.90K0.00%00.0%Unchanged