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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 10,353 | $27.4K | 0.00% | −43,103−80.6% | Reduced |
| Rosenberg Matthew Hamilton | 10,361 | $27.5K | 0.01% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 10,415 | $27.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 10,468 | $27.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,551 | $28.0K | 0.01% | +10,117+2,331.1% | Added |
| Congress Wealth Management LLC | 10,613 | $28.1K | 0.00% | −55−0.5% | Reduced |
| Lindbrook Capital, LLC | 10,879 | $28.8K | 0.00% | +8,497+356.7% | Added |
| BDO Wealth Advisors, LLC | 10,928 | $29.0K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 10,900 | $29.0K | 0.01% | −656−5.7% | Reduced |
| Avidian Wealth Solutions, LLC | 10,956 | $29.0K | 0.00% | +10,956 | New |
| Allworth Financial LP | 10,999 | $29.1K | 0.00% | +3,341+43.6% | Added |
| Independent Advisor Alliance | 11,456 | $30.4K | 0.00% | +11,456 | New |
| We Are One Seven, LLC | 11,492 | $30.5K | 0.00% | +935+8.9% | Added |
| PDS Planning, Inc | 11,505 | $30.5K | 0.00% | +11,505 | New |
| Meeder Advisory Services, Inc. | 11,665 | $30.9K | 0.00% | +11,665 | New |
| Banque Pictet & Cie SA | 11,698 | $31.0K | 0.00% | −356,831−96.8% | Reduced |
| Beacon Pointe Advisors, LLC | 11,914 | $31.6K | 0.00% | −15,880−57.1% | Reduced |
| Kovack Advisors, Inc. | 11,992 | $31.8K | 0.00% | +11,992 | New |
| Ancora Advisors, LLC | 12,060 | $32.0K | 0.00% | +5,060+72.3% | Added |
| Cigna Investments Inc | 12,233 | $32.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 12,360 | $32.8K | 0.01% | +12,360 | New |
| Harvest Management LLC | 12,540 | $33.2K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $33.4K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12,778 | $33.9K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 12,827 | $34.0K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 12,879 | $34.1K | 0.01% | −1,000−7.2% | Reduced |
| Evergreen Capital Management LLC | 13,049 | $34.6K | 0.00% | +13,049 | New |
| Firethorn Wealth Partners, LLC | 14,539 | $34.6K | 0.03% | +14,539 | New |
| Wedmont Private Capital | 14,255 | $34.9K | 0.00% | −66,610−82.4% | Reduced |
| Keybank National Association | 13,277 | $35.2K | 0.00% | +13,277 | New |
| Old National Bancorp | 13,289 | $35.2K | 0.00% | −200−1.5% | Reduced |
| Merit Financial Group, LLC | 13,370 | $35.4K | 0.00% | +1,575+13.4% | Added |
| Hyman Charles D | 13,400 | $36.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,717 | $36.3K | 0.00% | +49+0.4% | Added |
| Clear Street Markets LLC | 14,000 | $37.0K | 0.01% | −18,861−57.4% | Reduced |
| Tradition Wealth Management, LLC | 14,064 | $37.0K | 0.00% | +865+6.6% | Added |
| Portland Investment Counsel Inc. | 14,000 | $37.0K | 0.02% | +14,000 | New |
| Lion Street Advisors, LLC | 14,167 | $37.5K | 0.01% | +14,167 | New |
| Invst, LLC | 17,099 | $37.8K | 0.01% | −7,722−31.1% | Reduced |
| Veritable, L.P. | 14,388 | $38.1K | 0.00% | +14,388 | New |
| Chicago Partners Investment Group LLC | 15,975 | $38.7K | 0.00% | −249−1.5% | Reduced |
| Capital Investment Advisors, LLC | 14,665 | $38.9K | 0.00% | +14,665 | New |
| Hancock Whitney Corp | 14,742 | $39.0K | 0.00% | +14,742 | New |
| Bleakley Financial Group, LLC | 14,735 | $39.0K | 0.00% | +14,735 | New |
| SeaCrest Wealth Management, LLC | 14,786 | $39.2K | 0.01% | +4,095+38.3% | Added |
| Belpointe Asset Management LLC | 14,789 | $39.2K | 0.00% | +5,456+58.5% | Added |
| Safeguard Investment Advisory Group, LLC | 14,896 | $39.5K | 0.02% | −400−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 15,013 | $39.8K | 0.00% | +15,013 | New |
| Lake Street Advisors Group, LLC | 14,900 | $40.0K | 0.00% | +14,900 | New |
| Parsec Financial Management, Inc. | 15,321 | $40.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15,382 | $40.7K | 0.01% | +14,815+2,612.9% | Added |
| Capstone Investment Advisors, LLC | 15,665 | $41.5K | 0.00% | +14,852+1,826.8% | Added |
| Pacific Sage Partners, LLC | 15,842 | $42.0K | 0.01% | +15,842 | New |
| Apollon Wealth Management, LLC | 16,202 | $42.9K | 0.00% | −20,304−55.6% | Reduced |
| Huntington National Bank | 16,400 | $43.5K | 0.00% | −2,040−11.1% | Reduced |
| Signature Wealth Management Partners, LLC | 16,445 | $43.6K | 0.04% | −40,891−71.3% | Reduced |
| Port Capital LLC | 16,796 | $45.0K | 0.00% | +16,796 | New |
| Vontobel Holding Ltd. | 17,309 | $45.9K | 0.00% | +2,176+14.4% | Added |
| Ashton Thomas Private Wealth, LLC | 17,319 | $45.9K | 0.00% | +5,152+42.3% | Added |
| Greenwich Wealth Management LLC | 17,198 | $46.0K | 0.01% | +4,859+39.4% | Added |
| Financial Advisory Service, Inc. | 17,816 | $47.2K | 0.01% | +1,243+7.5% | Added |
| Performa Ltd (US), LLC | 18,000 | $47.7K | 0.02% | +16,750+1,340.0% | Added |
| Parallel Advisors, LLC | 18,027 | $47.8K | 0.00% | +282+1.6% | Added |
| Signaturefd, LLC | 18,118 | $48.0K | 0.00% | +738+4.2% | Added |
| Schechter Investment Advisors, LLC | 18,282 | $48.4K | 0.00% | +688+3.9% | Added |
| Inceptionr LLC | 18,343 | $48.6K | 0.02% | +18,343 | New |
| Integrated Wealth Concepts LLC | 18,312 | $49.0K | 0.00% | +3,144+20.7% | Added |
| Resurgent Financial Advisors LLC | 18,500 | $49.0K | 0.03% | +18,500 | New |
| Newbridge Financial Services Group, Inc. | 18,765 | $49.7K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 19,455 | $51.6K | 0.01% | +200+1.0% | Added |
| RIA Advisory Group LLC | 19,493 | $51.7K | 0.02% | +19,493 | New |
| Vantage Consulting Group Inc | 19,535 | $51.8K | 0.03% | −43,511−69.0% | Reduced |
| Syntax Advisors, LLC | 19,535 | $51.8K | 0.04% | −43,511−69.0% | Reduced |
| Jacobsen Capital Management | 19,545 | $51.8K | 0.03% | +19,545 | New |
| Tocqueville Asset Management L.P. | 19,548 | $51.8K | 0.00% | −9,364−32.4% | Reduced |
| Desjardins Global Asset Management Inc. | 19,472 | $52.0K | 0.01% | −3,335−14.6% | Reduced |
| Wedbush Securities Inc | 19,797 | $52.0K | 0.00% | −1,020−4.9% | Reduced |
| Gilman Hill Asset Management, LLC | 19,840 | $52.6K | 0.01% | −74,620−79.0% | Reduced |
| NorthRock Partners, LLC | 19,892 | $52.7K | 0.01% | +6,230+45.6% | Added |
| Mairs & Power Inc | 20,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $53.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,015 | $53.0K | 0.00% | +4,533+29.3% | Added |
| Silvercrest Asset Management Group LLC | 20,106 | $53.3K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,251 | $53.7K | 0.00% | +2,490+14.0% | Added |
| MAI Capital Management | 20,396 | $54.0K | 0.00% | −24,087−54.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,550 | $54.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,967 | $55.6K | 0.00% | +20,967 | New |
| Jacobs Levy Equity Management, Inc | 21,055 | $55.8K | 0.00% | +21,055 | New |
| Symphony Financial, Ltd. Co. | 21,891 | $56.0K | 0.01% | +21,891 | New |
| Altshuler Shaham Ltd | 21,172 | $56.1K | 0.00% | +1,050+5.2% | Added |
| Commerce Bank | 21,212 | $56.2K | 0.00% | −6,356−23.1% | Reduced |
| MetLife Investment Management | 21,279 | $56.4K | 0.00% | −228,846−91.5% | Reduced |
| Adams Wealth Management | 21,303 | $56.5K | 0.02% | −115,488−84.4% | Reduced |
| Future Financial Wealth Managment LLC | 21,861 | $56.6K | 0.06% | +1,500+7.4% | Added |
| Sugarloaf Wealth Management, LLC | 21,369 | $56.6K | 0.01% | +13,540+172.9% | Added |
| Carolina Wealth Advisors, LLC | 21,433 | $56.8K | 0.03% | +16,500+334.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,700 | $57.5K | 0.00% | −123,200−85.0% | Reduced |
| Coldstream Capital Management Inc | 21,817 | $57.8K | 0.00% | +3,959+22.2% | Added |
| Compagnie Lombard Odier SCmA | 22,000 | $58.3K | 0.00% | +5,000+29.4% | Added |
| First Republic Investment Management, Inc. | 22,016 | $58.3K | 0.00% | −195,454−89.9% | Reduced |