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 |
|---|---|---|---|---|---|
| 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 |
| GWM Advisors LLC | 13,717 | $36.3K | 0.00% | +49+0.4% | Added |
| Hyman Charles D | 13,400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,370 | $35.4K | 0.00% | +1,575+13.4% | Added |
| Old National Bancorp | 13,289 | $35.2K | 0.00% | −200−1.5% | Reduced |
| Keybank National Association | 13,277 | $35.2K | 0.00% | +13,277 | New |
| Wedmont Private Capital | 14,255 | $34.9K | 0.00% | −66,610−82.4% | Reduced |
| Firethorn Wealth Partners, LLC | 14,539 | $34.6K | 0.03% | +14,539 | New |
| Evergreen Capital Management LLC | 13,049 | $34.6K | 0.00% | +13,049 | New |
| Balboa Wealth Partners | 12,879 | $34.1K | 0.01% | −1,000−7.2% | Reduced |
| Slocum, Gordon & Co LLP | 12,827 | $34.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12,778 | $33.9K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $33.4K | 0.02% | 00.0% | Unchanged |
| Harvest Management LLC | 12,540 | $33.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 12,360 | $32.8K | 0.01% | +12,360 | New |
| Cigna Investments Inc | 12,233 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12,060 | $32.0K | 0.00% | +5,060+72.3% | Added |
| Kovack Advisors, Inc. | 11,992 | $31.8K | 0.00% | +11,992 | New |
| Beacon Pointe Advisors, LLC | 11,914 | $31.6K | 0.00% | −15,880−57.1% | Reduced |
| Banque Pictet & Cie SA | 11,698 | $31.0K | 0.00% | −356,831−96.8% | Reduced |
| Meeder Advisory Services, Inc. | 11,665 | $30.9K | 0.00% | +11,665 | New |
| PDS Planning, Inc | 11,505 | $30.5K | 0.00% | +11,505 | New |
| We Are One Seven, LLC | 11,492 | $30.5K | 0.00% | +935+8.9% | Added |
| Independent Advisor Alliance | 11,456 | $30.4K | 0.00% | +11,456 | New |
| Allworth Financial LP | 10,999 | $29.1K | 0.00% | +3,341+43.6% | Added |
| Avidian Wealth Solutions, LLC | 10,956 | $29.0K | 0.00% | +10,956 | New |
| Claret Asset Management Corp | 10,900 | $29.0K | 0.01% | −656−5.7% | Reduced |
| BDO Wealth Advisors, LLC | 10,928 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,879 | $28.8K | 0.00% | +8,497+356.7% | Added |
| Congress Wealth Management LLC | 10,613 | $28.1K | 0.00% | −55−0.5% | Reduced |
| Parkside Financial Bank & Trust | 10,551 | $28.0K | 0.01% | +10,117+2,331.1% | Added |
| Deseret Mutual Benefit Administrators | 10,468 | $27.7K | 0.01% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 10,415 | $27.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,361 | $27.5K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 10,353 | $27.4K | 0.00% | −43,103−80.6% | Reduced |
| XML Financial, LLC | 10,315 | $27.3K | 0.00% | +10,315 | New |
| Visionary Wealth Advisors | 10,183 | $27.0K | 0.00% | −1,000−8.9% | Reduced |
| ABLE Financial Group, LLC | 10,124 | $26.8K | 0.02% | +10,124 | New |
| EverSource Wealth Advisors, LLC | 9,995 | $26.5K | 0.00% | +882+9.7% | Added |
| AdvisorNet Financial, Inc | 9,589 | $25.4K | 0.00% | +270+2.9% | Added |
| Endurance Wealth Management, Inc. | 7,782 | $21.0K | 0.00% | −350−4.3% | Reduced |
| Accel Wealth Management | 7,548 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6,686 | $17.7K | 0.00% | +1,586+31.1% | Added |
| GPS Wealth Strategies Group, LLC | 6,651 | $17.6K | 0.00% | +6,651 | New |
| Umb Bank N A | 6,209 | $16.5K | 0.00% | +2,873+86.1% | Added |
| Global Retirement Partners, LLC | 7,098 | $16.3K | 0.00% | −3,687−34.2% | Reduced |
| Silvant Capital Management LLC | 5,907 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,361 | $14.2K | 0.00% | −434−7.5% | Reduced |
| Northwest Investment Counselors, LLC | 5,230 | $13.9K | 0.00% | +230+4.6% | Added |
| Blume Capital Management, Inc. | 5,000 | $13.3K | 0.00% | −2,500−33.3% | Reduced |
| Loomis Sayles & Co L P | 4,797 | $13.0K | 0.00% | +1,003+26.4% | Added |
| Column Capital Advisors, LLC | 4,874 | $12.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,782 | $12.7K | 0.00% | +1,423+42.4% | Added |
| Schubert & Co | 4,643 | $12.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,537 | $12.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 4,209 | $11.2K | 0.00% | +4,104+3,908.6% | Added |
| 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 |
| Concord Wealth Partners | 4,023 | $10.7K | 0.00% | −91−2.2% | Reduced |
| National Bank of Canada | 3,805 | $10.1K | 0.00% | −24,459−86.5% | Reduced |
| Creative Financial Designs Inc | 3,701 | $9.81K | 0.00% | −4,335−53.9% | Reduced |
| First Horizon Advisors, Inc. | 3,634 | $9.63K | 0.00% | +3,531+3,428.2% | Added |
| Tower Research Capital LLC (TRC) | 3,276 | $9.00K | 0.00% | −54,745−94.4% | Reduced |
| Glassman Wealth Services | 3,381 | $8.96K | 0.00% | +3,287+3,496.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,257 | $8.63K | 0.00% | −51,382−94.0% | Reduced |
| Quent Capital, LLC | 3,183 | $8.43K | 0.00% | +597+23.1% | Added |
| Ellevest, Inc. | 3,064 | $8.12K | 0.00% | −3,253−51.5% | Reduced |
| Founders Capital Management | 3,000 | $8.00K | 0.01% | +3,000 | New |
| Norwood Financial Corp | 3,000 | $7.95K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,986 | $7.91K | 0.00% | +2,986 | New |
| Plante Moran Financial Advisors, LLC | 2,976 | $7.89K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,963 | $7.85K | 0.00% | +2,963 | New |
| Central Trust Co | 2,924 | $7.75K | 0.00% | +1,240+73.6% | Added |
| TD Private Client Wealth LLC | 2,868 | $7.60K | 0.00% | +2,868 | New |
| WealthPLAN Partners, LLC | 2,817 | $7.46K | 0.00% | +2,817 | New |
| Ameritas Advisory Services, LLC | 2,759 | $7.21K | 0.00% | +2,759 | New |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $7.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,444 | $6.48K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,354 | $6.24K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,278 | $6.04K | 0.00% | −14,000−86.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,200 | $6.00K | 0.00% | −26,882−92.4% | Reduced |
| PFS Partners, LLC | 2,251 | $5.97K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $5.95K | 0.00% | +2,245 | New |
| Horan Securities, Inc. | 2,124 | $5.63K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $5.30K | 0.00% | 00.0% | Unchanged |
| 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 |
| Gradient Investments LLC | 1,824 | $4.83K | 0.00% | −53−2.8% | Reduced |
| IMA Wealth, Inc. | 1,791 | $4.75K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $4.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,693 | $4.49K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,689 | $4.47K | 0.00% | 00.0% | Unchanged |