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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Capital Management LLC | 728 | $1.93K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 738 | $1.96K | 0.00% | +738 | New |
| Avion Wealth | 417 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 775 | $2.00K | 0.00% | +650+520.0% | Added |
| KB Financial Partners, LLC | 604 | $2.00K | 0.00% | +346+134.1% | Added |
| Bell Investment Advisors, Inc | 810 | $2.15K | 0.00% | +16+2.0% | Added |
| Global Wealth Strategies & Associates | 863 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $2.34K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 900 | $2.38K | 0.00% | −294−24.6% | Reduced |
| JFS Wealth Advisors, LLC | 931 | $2.47K | 0.00% | −46−4.7% | Reduced |
| ING Groep NV | 934 | $2.48K | 0.00% | −66,632−98.6% | Reduced |
| Prestige Wealth Management Group LLC | 946 | $2.51K | 0.00% | +693+273.9% | Added |
| Brown Brothers Harriman & Co | 950 | $2.52K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 973 | $2.58K | 0.00% | +675+226.5% | Added |
| Cypress Capital Management LLC (WY) | 1,002 | $2.65K | 0.00% | −1,812−64.4% | Reduced |
| Key Financial Inc | 1,016 | $2.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,044 | $2.77K | 0.00% | −541−34.1% | Reduced |
| Johnson Midwest Financial, LLC | 1,064 | $2.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $2.83K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,093 | $2.90K | 0.00% | +475+76.9% | Added |
| Salem Investment Counselors Inc | 1,101 | $2.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,107 | $2.93K | 0.00% | +221+24.9% | Added |
| Sutton Wealth Advisors Inc. | 1,113 | $2.95K | 0.00% | +1,113 | New |
| Harvest Fund Management Co., Ltd | 1,259 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,206 | $3.20K | 0.00% | −700−36.7% | Reduced |
| Private Trust Co NA | 1,222 | $3.24K | 0.00% | −252−17.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,332 | $3.53K | 0.00% | −650−32.8% | Reduced |
| MV Capital Management, Inc. | 1,357 | $3.60K | 0.00% | +1,357 | New |
| ICA Group Wealth Management, LLC | 1,372 | $3.64K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,412 | $3.74K | 0.00% | +173+14.0% | Added |
| Wolff Wiese Magana LLC | 1,500 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,524 | $4.00K | 0.00% | −26,480−94.6% | Reduced |
| Hexagon Capital Partners LLC | 1,532 | $4.06K | 0.00% | −954−38.4% | Reduced |
| Sunbelt Securities, Inc. | 1,688 | $4.32K | 0.00% | +1,688 | New |
| TD Waterhouse Canada Inc. | 1,622 | $4.33K | 0.00% | +150+10.2% | Added |
| WR Wealth Planners, LLC | 1,639 | $4.34K | 0.00% | +500+43.9% | Added |
| Coastal Capital Group, Inc. | 1,654 | $4.38K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,689 | $4.47K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,693 | $4.49K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $4.64K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $4.75K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,824 | $4.83K | 0.00% | −53−2.8% | Reduced |
| Vestcor Inc | 1,800 | $5.00K | 0.00% | −201,188−99.1% | Reduced |
| Achmea Investment Management B.V. | 2,005 | $5.00K | 0.00% | −125,641−98.4% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| Oakworth Capital, Inc. | 2,000 | $5.30K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,124 | $5.63K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $5.95K | 0.00% | +2,245 | New |
| PFS Partners, LLC | 2,251 | $5.97K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,200 | $6.00K | 0.00% | −26,882−92.4% | Reduced |
| Sittner & Nelson, LLC | 2,278 | $6.04K | 0.00% | −14,000−86.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,354 | $6.24K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,444 | $6.48K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,759 | $7.21K | 0.00% | +2,759 | New |
| WealthPLAN Partners, LLC | 2,817 | $7.46K | 0.00% | +2,817 | New |
| TD Private Client Wealth LLC | 2,868 | $7.60K | 0.00% | +2,868 | New |
| Central Trust Co | 2,924 | $7.75K | 0.00% | +1,240+73.6% | Added |
| Dark Forest Capital Management LP | 2,963 | $7.85K | 0.00% | +2,963 | New |
| Plante Moran Financial Advisors, LLC | 2,976 | $7.89K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,986 | $7.91K | 0.00% | +2,986 | New |
| Norwood Financial Corp | 3,000 | $7.95K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $8.00K | 0.01% | +3,000 | New |
| Ellevest, Inc. | 3,064 | $8.12K | 0.00% | −3,253−51.5% | Reduced |
| Quent Capital, LLC | 3,183 | $8.43K | 0.00% | +597+23.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,257 | $8.63K | 0.00% | −51,382−94.0% | Reduced |
| Glassman Wealth Services | 3,381 | $8.96K | 0.00% | +3,287+3,496.8% | Added |
| Tower Research Capital LLC (TRC) | 3,276 | $9.00K | 0.00% | −54,745−94.4% | Reduced |
| First Horizon Advisors, Inc. | 3,634 | $9.63K | 0.00% | +3,531+3,428.2% | Added |
| Creative Financial Designs Inc | 3,701 | $9.81K | 0.00% | −4,335−53.9% | Reduced |
| National Bank of Canada | 3,805 | $10.1K | 0.00% | −24,459−86.5% | Reduced |
| Concord Wealth Partners | 4,023 | $10.7K | 0.00% | −91−2.2% | Reduced |
| Ci Investments Inc. | 4,177 | $11.0K | 0.00% | −40,590−90.7% | Reduced |
| Front Row Advisors LLC | 4,241 | $11.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 4,201 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,209 | $11.2K | 0.00% | +4,104+3,908.6% | Added |
| Hanson & Doremus Investment Management | 4,521 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,504 | $12.0K | 0.00% | +1,173+35.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,386 | $12.0K | 0.00% | +4,386 | New |
| Financial Perspectives, Inc | 4,537 | $12.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 4,643 | $12.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 4,782 | $12.7K | 0.00% | +1,423+42.4% | Added |
| Column Capital Advisors, LLC | 4,874 | $12.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,797 | $13.0K | 0.00% | +1,003+26.4% | Added |
| Blume Capital Management, Inc. | 5,000 | $13.3K | 0.00% | −2,500−33.3% | Reduced |
| Northwest Investment Counselors, LLC | 5,230 | $13.9K | 0.00% | +230+4.6% | Added |
| Harbour Investments, Inc. | 5,361 | $14.2K | 0.00% | −434−7.5% | Reduced |
| Silvant Capital Management LLC | 5,907 | $15.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,098 | $16.3K | 0.00% | −3,687−34.2% | Reduced |
| Umb Bank N A | 6,209 | $16.5K | 0.00% | +2,873+86.1% | Added |
| GPS Wealth Strategies Group, LLC | 6,651 | $17.6K | 0.00% | +6,651 | New |
| Cullen/Frost Bankers, Inc. | 6,686 | $17.7K | 0.00% | +1,586+31.1% | Added |
| Accel Wealth Management | 7,548 | $20.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 7,782 | $21.0K | 0.00% | −350−4.3% | Reduced |
| AdvisorNet Financial, Inc | 9,589 | $25.4K | 0.00% | +270+2.9% | Added |
| EverSource Wealth Advisors, LLC | 9,995 | $26.5K | 0.00% | +882+9.7% | Added |
| ABLE Financial Group, LLC | 10,124 | $26.8K | 0.02% | +10,124 | New |
| Visionary Wealth Advisors | 10,183 | $27.0K | 0.00% | −1,000−8.9% | Reduced |
| XML Financial, LLC | 10,315 | $27.3K | 0.00% | +10,315 | New |