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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 11,380 | $59.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 22,372 | $59.3K | 0.00% | +2,431+12.2% | Added |
| Forum Financial Management, LP | 22,542 | $59.7K | 0.00% | −30−0.1% | Reduced |
| Lincoln National Corp | 22,930 | $60.8K | 0.00% | +3,625+18.8% | Added |
| M Holdings Securities, Inc. | 23,082 | $61.0K | 0.01% | −107−0.5% | Reduced |
| Wetherby Asset Management Inc | 23,376 | $61.9K | 0.00% | +4,890+26.5% | Added |
| Indie Asset Partners, LLC | 23,500 | $62.3K | 0.07% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 23,574 | $62.5K | 0.08% | +3,486+17.4% | Added |
| Crossmark Global Holdings, Inc. | 23,723 | $63.0K | 0.00% | −69,077−74.4% | Reduced |
| Independent Financial Group, LLC | 24,602 | $65.2K | 0.01% | −53,380−68.5% | Reduced |
| Avantax Advisory Services, Inc. | 24,896 | $66.0K | 0.00% | −13,469−35.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,093 | $66.5K | 0.00% | −6,301−20.1% | Reduced |
| Janney Montgomery Scott LLC | 25,592 | $68.0K | 0.00% | −382,837−93.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,239 | $69.5K | 0.02% | +26,239 | New |
| Steward Partners Investment Advisory, LLC | 26,384 | $69.9K | 0.00% | −387−1.4% | Reduced |
| Banque Cantonale Vaudoise | 27,000 | $71.0K | 0.00% | −345,524−92.8% | Reduced |
| Westpac Banking Corp | 26,943 | $71.4K | 0.00% | −115,245−81.1% | Reduced |
| National Asset Management, Inc. | 27,448 | $72.7K | 0.00% | −45,713−62.5% | Reduced |
| DekaBank Deutsche Girozentrale | 28,793 | $74.0K | 0.00% | −138,772−82.8% | Reduced |
| Welch Group, LLC | 28,100 | $74.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 28,110 | $74.5K | 0.01% | −1,286−4.4% | Reduced |
| Green Alpha Advisors, LLC | 28,214 | $74.8K | 0.05% | −496−1.7% | Reduced |
| CWM, LLC | 28,651 | $76.0K | 0.00% | +24,316+560.9% | Added |
| LMG Wealth Partners, LLC | 28,736 | $76.2K | 0.02% | −26−0.1% | Reduced |
| Verdence Capital Advisors LLC | 28,982 | $76.8K | 0.01% | −72,326−71.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 29,003 | $76.9K | 0.02% | −19,591−40.3% | Reduced |
| Corton Capital Inc. | 29,085 | $77.1K | 0.05% | +7,281+33.4% | Added |
| Sigma Planning Corp | 29,306 | $77.7K | 0.00% | −2,964−9.2% | Reduced |
| Verition Fund Management LLC | 29,512 | $78.2K | 0.00% | −59,460−66.8% | Reduced |
| Eagle Harbor Asset Management Inc | 29,852 | $79.1K | 0.11% | +29,852 | New |
| Marathon Trading Investment Management LLC | 30,000 | $79.5K | 0.04% | −154,162−83.7% | Reduced |
| McRae Capital Management Inc | 30,000 | $79.5K | 0.02% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $80.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 30,222 | $80.1K | 0.00% | −23,313−43.5% | Reduced |
| Jefferies Financial Group Inc. | 30,286 | $80.3K | 0.00% | −64,914−68.2% | Reduced |
| Atria Wealth Solutions, Inc. | 30,960 | $82.0K | 0.00% | −8,160−20.9% | Reduced |
| First Manhattan Co | 31,308 | $83.0K | 0.00% | −4,316−12.1% | Reduced |
| Wellington Shields & Co., LLC | 31,651 | $83.9K | 0.02% | −2,950−8.5% | Reduced |
| Horst & Graben Wealth Management LLC | 31,740 | $84.0K | 0.02% | +31,740 | New |
| Cladis Investment Advisory, LLC | 32,040 | $84.9K | 0.08% | +8,500+36.1% | Added |
| Quadrant Capital Group LLC | 32,561 | $86.3K | 0.01% | +28,250+655.3% | Added |
| Blair William & Co | 33,671 | $89.2K | 0.00% | +10,722+46.7% | Added |
| Cornerstone Wealth Management, LLC | 33,691 | $89.3K | 0.01% | +33,691 | New |
| Drive Wealth Management, LLC | 34,871 | $92.4K | 0.04% | −4,204−10.8% | Reduced |
| Kestra Private Wealth Services, LLC | 34,912 | $92.5K | 0.00% | −1,438−4.0% | Reduced |
| Engineers Gate Manager LP | 34,919 | $92.5K | 0.00% | +838+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,049 | $92.9K | 0.01% | −18,905−35.0% | Reduced |
| Camelot Portfolios, LLC | 35,093 | $93.0K | 0.06% | −1,287−3.5% | Reduced |
| Savant Capital, LLC | 35,223 | $93.3K | 0.00% | +15,445+78.1% | Added |
| Symmetry Partners, LLC | 35,535 | $94.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 35,631 | $94.4K | 0.01% | −9,487−21.0% | Reduced |
| Benedetti & Gucer, Inc. | 35,835 | $95.0K | 0.05% | +35,835 | New |
| Duality Advisers, LP | 36,120 | $95.7K | 0.01% | −680,402−95.0% | Reduced |
| Meeder Asset Management Inc | 36,157 | $95.8K | 0.01% | +36,157 | New |
| West Bancorporation Inc | 36,400 | $96.5K | 0.07% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 36,402 | $96.5K | 0.08% | +36,402 | New |
| Jump Financial, LLC | 37,508 | $99.4K | 0.00% | +11,796+45.9% | Added |
| Mutual Advisors, LLC | 37,566 | $99.5K | 0.00% | −89,706−70.5% | Reduced |
| Humankind Investments LLC | 37,930 | $100.5K | 0.04% | +12,440+48.8% | Added |
| Advisor Partners II, LLC | 37,941 | $100.5K | 0.01% | +5,288+16.2% | Added |
| King Luther Capital Management Corp | 38,000 | $100.7K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 38,121 | $101.0K | 0.05% | +38,121 | New |
| US Bancorp | 38,702 | $102.6K | 0.00% | −9,013−18.9% | Reduced |
| Xponance, Inc. | 39,017 | $103.4K | 0.00% | −112,101−74.2% | Reduced |
| Straight Path Wealth Management | 40,000 | $106.0K | 0.08% | −6,000−13.0% | Reduced |
| Pitcairn Co | 40,159 | $106.4K | 0.01% | −57,676−59.0% | Reduced |
| United Capital Financial Advisers, LLC | 41,034 | $108.7K | 0.00% | −11,259−21.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,405 | $109.7K | 0.00% | −53−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 41,441 | $109.8K | 0.00% | −1,206,588−96.7% | Reduced |
| Capula Management Ltd | 41,949 | $111.2K | 0.01% | −89,261−68.0% | Reduced |
| Argent Advisors, Inc. | 41,949 | $111.2K | 0.05% | −4,075−8.9% | Reduced |
| Everence Capital Management Inc | 42,220 | $112.0K | 0.01% | −12,750−23.2% | Reduced |
| Chelsea Counsel Co | 44,000 | $116.6K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 44,740 | $118.6K | 0.00% | +44,740 | New |
| Journey Strategic Wealth LLC | 45,100 | $119.5K | 0.01% | +45,100 | New |
| Profund Advisors LLC | 45,375 | $120.2K | 0.01% | +13,320+41.6% | Added |
| Chiron Capital Management, LLC | 46,400 | $123.0K | 0.09% | +10,600+29.6% | Added |
| Horizon Investments, LLC | 48,639 | $128.9K | 0.00% | +29,878+159.3% | Added |
| Cerity Partners LLC | 49,938 | $132.3K | 0.00% | +30,771+160.5% | Added |
| Zacks Investment Management | 49,946 | $132.4K | 0.00% | +5,326+11.9% | Added |
| Diligent Investors, LLC | 50,199 | $133.0K | 0.04% | +250+0.5% | Added |
| Sawtooth Solutions, LLC | 51,051 | $135.3K | 0.00% | +25,447+99.4% | Added |
| Covestor Ltd | 51,481 | $136.0K | 0.12% | +7,745+17.7% | Added |
| Rockefeller Capital Management L.P. | 52,353 | $138.0K | 0.00% | +28,267+117.4% | Added |
| Woodline Partners LP | 52,314 | $138.6K | 0.00% | +52,314 | New |
| Shelton Capital Management | 52,497 | $139.1K | 0.01% | +52,497 | New |
| Virtus ETF Advisers LLC | 55,532 | $147.2K | 0.08% | +55,532 | New |
| Utah Retirement Systems | 55,623 | $147.4K | 0.00% | −126,921−69.5% | Reduced |
| Accurate Wealth Management, LLC | 60,484 | $148.2K | 0.05% | +24,608+68.6% | Added |
| Ieq Capital, LLC | 55,929 | $148.2K | 0.00% | +55,929 | New |
| Wiley Bros.-Aintree Capital, LLC | 56,833 | $150.6K | 0.07% | −29,505−34.2% | Reduced |
| Swiss Life Asset Management Ltd | 57,463 | $152.3K | 0.00% | −655,438−91.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 57,621 | $152.7K | 0.01% | +35,763+163.6% | Added |
| Investors Asset Management of Georgia Inc | 57,900 | $153.4K | 0.08% | +350+0.6% | Added |
| Amundi | 63,531 | $153.7K | 0.00% | −1,189,005−94.9% | Reduced |
| Vident Investment Advisory, LLC | 58,840 | $155.9K | 0.01% | −132,172−69.2% | Reduced |
| Tobam | 60,617 | $161.0K | 0.01% | −39,568−39.5% | Reduced |
| Kestra Advisory Services, LLC | 61,681 | $163.5K | 0.00% | −313,421−83.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 62,000 | $164.3K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 62,100 | $164.6K | 0.00% | −2,634,046−97.7% | Reduced |