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 | 807 | $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 |
|---|---|---|---|---|---|
| First Manhattan Co | 31,308 | $83.0K | 0.00% | −4,316−12.1% | Reduced |
| Atria Wealth Solutions, Inc. | 30,960 | $82.0K | 0.00% | −8,160−20.9% | Reduced |
| Jefferies Financial Group Inc. | 30,286 | $80.3K | 0.00% | −64,914−68.2% | Reduced |
| Oppenheimer & Co Inc | 30,222 | $80.1K | 0.00% | −23,313−43.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 30,205 | $80.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Eagle Harbor Asset Management Inc | 29,852 | $79.1K | 0.11% | +29,852 | New |
| Verition Fund Management LLC | 29,512 | $78.2K | 0.00% | −59,460−66.8% | Reduced |
| Sigma Planning Corp | 29,306 | $77.7K | 0.00% | −2,964−9.2% | Reduced |
| Corton Capital Inc. | 29,085 | $77.1K | 0.05% | +7,281+33.4% | Added |
| Quadrant Private Wealth Management, LLC | 29,003 | $76.9K | 0.02% | −19,591−40.3% | Reduced |
| Verdence Capital Advisors LLC | 28,982 | $76.8K | 0.01% | −72,326−71.4% | Reduced |
| LMG Wealth Partners, LLC | 28,736 | $76.2K | 0.02% | −26−0.1% | Reduced |
| CWM, LLC | 28,651 | $76.0K | 0.00% | +24,316+560.9% | Added |
| Green Alpha Advisors, LLC | 28,214 | $74.8K | 0.05% | −496−1.7% | Reduced |
| Proequities, Inc. | 28,110 | $74.5K | 0.01% | −1,286−4.4% | Reduced |
| Welch Group, LLC | 28,100 | $74.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 28,793 | $74.0K | 0.00% | −138,772−82.8% | Reduced |
| National Asset Management, Inc. | 27,448 | $72.7K | 0.00% | −45,713−62.5% | Reduced |
| Westpac Banking Corp | 26,943 | $71.4K | 0.00% | −115,245−81.1% | Reduced |
| Banque Cantonale Vaudoise | 27,000 | $71.0K | 0.00% | −345,524−92.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,384 | $69.9K | 0.00% | −387−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,239 | $69.5K | 0.02% | +26,239 | New |
| Janney Montgomery Scott LLC | 25,592 | $68.0K | 0.00% | −382,837−93.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,093 | $66.5K | 0.00% | −6,301−20.1% | Reduced |
| Avantax Advisory Services, Inc. | 24,896 | $66.0K | 0.00% | −13,469−35.1% | Reduced |
| Independent Financial Group, LLC | 24,602 | $65.2K | 0.01% | −53,380−68.5% | Reduced |
| Crossmark Global Holdings, Inc. | 23,723 | $63.0K | 0.00% | −69,077−74.4% | Reduced |
| Delphia (USA) Inc. | 23,574 | $62.5K | 0.08% | +3,486+17.4% | Added |
| Indie Asset Partners, LLC | 23,500 | $62.3K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 23,376 | $61.9K | 0.00% | +4,890+26.5% | Added |
| M Holdings Securities, Inc. | 23,082 | $61.0K | 0.01% | −107−0.5% | Reduced |
| Lincoln National Corp | 22,930 | $60.8K | 0.00% | +3,625+18.8% | Added |
| Forum Financial Management, LP | 22,542 | $59.7K | 0.00% | −30−0.1% | Reduced |
| Cetera Advisors LLC | 22,372 | $59.3K | 0.00% | +2,431+12.2% | Added |
| FDx Advisors, Inc. | 11,380 | $59.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 22,016 | $58.3K | 0.00% | −195,454−89.9% | Reduced |
| Compagnie Lombard Odier SCmA | 22,000 | $58.3K | 0.00% | +5,000+29.4% | Added |
| Coldstream Capital Management Inc | 21,817 | $57.8K | 0.00% | +3,959+22.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,700 | $57.5K | 0.00% | −123,200−85.0% | Reduced |
| Carolina Wealth Advisors, LLC | 21,433 | $56.8K | 0.03% | +16,500+334.5% | Added |
| Sugarloaf Wealth Management, LLC | 21,369 | $56.6K | 0.01% | +13,540+172.9% | Added |
| Future Financial Wealth Managment LLC | 21,861 | $56.6K | 0.06% | +1,500+7.4% | Added |
| Adams Wealth Management | 21,303 | $56.5K | 0.02% | −115,488−84.4% | Reduced |
| MetLife Investment Management | 21,279 | $56.4K | 0.00% | −228,846−91.5% | Reduced |
| Commerce Bank | 21,212 | $56.2K | 0.00% | −6,356−23.1% | Reduced |
| Altshuler Shaham Ltd | 21,172 | $56.1K | 0.00% | +1,050+5.2% | Added |
| Symphony Financial, Ltd. Co. | 21,891 | $56.0K | 0.01% | +21,891 | New |
| Jacobs Levy Equity Management, Inc | 21,055 | $55.8K | 0.00% | +21,055 | New |
| CIBC Private Wealth Group, LLC | 20,967 | $55.6K | 0.00% | +20,967 | New |
| NJ State Employees Deferred Compensation Plan | 20,550 | $54.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 20,396 | $54.0K | 0.00% | −24,087−54.1% | Reduced |
| Neuberger Berman Group LLC | 20,251 | $53.7K | 0.00% | +2,490+14.0% | Added |
| Silvercrest Asset Management Group LLC | 20,106 | $53.3K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,015 | $53.0K | 0.00% | +4,533+29.3% | 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 |
| NorthRock Partners, LLC | 19,892 | $52.7K | 0.01% | +6,230+45.6% | Added |
| Gilman Hill Asset Management, LLC | 19,840 | $52.6K | 0.01% | −74,620−79.0% | 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 |
| Tocqueville Asset Management L.P. | 19,548 | $51.8K | 0.00% | −9,364−32.4% | Reduced |
| Jacobsen Capital Management | 19,545 | $51.8K | 0.03% | +19,545 | 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 |
| RIA Advisory Group LLC | 19,493 | $51.7K | 0.02% | +19,493 | New |
| Capital Investment Advisory Services, LLC | 19,455 | $51.6K | 0.01% | +200+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 18,765 | $49.7K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 18,500 | $49.0K | 0.03% | +18,500 | New |
| Integrated Wealth Concepts LLC | 18,312 | $49.0K | 0.00% | +3,144+20.7% | Added |
| Inceptionr LLC | 18,343 | $48.6K | 0.02% | +18,343 | New |
| Schechter Investment Advisors, LLC | 18,282 | $48.4K | 0.00% | +688+3.9% | Added |
| Signaturefd, LLC | 18,118 | $48.0K | 0.00% | +738+4.2% | Added |
| Parallel Advisors, LLC | 18,027 | $47.8K | 0.00% | +282+1.6% | Added |
| Performa Ltd (US), LLC | 18,000 | $47.7K | 0.02% | +16,750+1,340.0% | Added |
| Financial Advisory Service, Inc. | 17,816 | $47.2K | 0.01% | +1,243+7.5% | Added |
| Greenwich Wealth Management LLC | 17,198 | $46.0K | 0.01% | +4,859+39.4% | Added |
| Ashton Thomas Private Wealth, LLC | 17,319 | $45.9K | 0.00% | +5,152+42.3% | Added |
| Vontobel Holding Ltd. | 17,309 | $45.9K | 0.00% | +2,176+14.4% | Added |
| Port Capital LLC | 16,796 | $45.0K | 0.00% | +16,796 | New |
| Signature Wealth Management Partners, LLC | 16,445 | $43.6K | 0.04% | −40,891−71.3% | Reduced |
| Huntington National Bank | 16,400 | $43.5K | 0.00% | −2,040−11.1% | Reduced |
| Apollon Wealth Management, LLC | 16,202 | $42.9K | 0.00% | −20,304−55.6% | Reduced |
| Pacific Sage Partners, LLC | 15,842 | $42.0K | 0.01% | +15,842 | New |
| Capstone Investment Advisors, LLC | 15,665 | $41.5K | 0.00% | +14,852+1,826.8% | Added |
| Versant Capital Management, Inc | 15,382 | $40.7K | 0.01% | +14,815+2,612.9% | Added |
| Parsec Financial Management, Inc. | 15,321 | $40.6K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 14,900 | $40.0K | 0.00% | +14,900 | New |
| Moneta Group Investment Advisors LLC | 15,013 | $39.8K | 0.00% | +15,013 | New |
| Safeguard Investment Advisory Group, LLC | 14,896 | $39.5K | 0.02% | −400−2.6% | Reduced |
| Belpointe Asset Management LLC | 14,789 | $39.2K | 0.00% | +5,456+58.5% | Added |
| SeaCrest Wealth Management, LLC | 14,786 | $39.2K | 0.01% | +4,095+38.3% | Added |
| Bleakley Financial Group, LLC | 14,735 | $39.0K | 0.00% | +14,735 | New |
| Hancock Whitney Corp | 14,742 | $39.0K | 0.00% | +14,742 | New |
| Capital Investment Advisors, LLC | 14,665 | $38.9K | 0.00% | +14,665 | New |
| Chicago Partners Investment Group LLC | 15,975 | $38.7K | 0.00% | −249−1.5% | Reduced |
| Veritable, L.P. | 14,388 | $38.1K | 0.00% | +14,388 | New |
| Invst, LLC | 17,099 | $37.8K | 0.01% | −7,722−31.1% | Reduced |
| Lion Street Advisors, LLC | 14,167 | $37.5K | 0.01% | +14,167 | New |