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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, Q2 2023

Institutional positions in Lumen Technologies, Inc. as of Jun 30, 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
557
−79 vs. Q1 2023
Shares held
711.3M
−12.8M (−1.8%) vs. Q1 2023
Total value
$1.61B
−$329.9M (−17.0%) vs. Q1 2023
New holders
60
143 more added
Sold out
139
231 more reduced

4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 557 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ2 2023: $1.61B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2023.

Institutions holding LUMN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth417$00.00%00.0%Unchanged
Smithfield Trust Co104$00.00%−170−62.0%Reduced
Winch Advisory Services, LLC117$00.00%00.0%Unchanged
Coston, McIsaac & Partners25$00.00%00.0%Unchanged
Tyler-Stone Wealth Management214$00.00%+214New
Colonial Trust Advisors1$20.00%−51−98.1%Reduced
AllSquare Wealth Management LLC1$20.00%00.0%Unchanged
IAG Wealth Partners, LLC2$50.00%00.0%Unchanged
Sofos Investments, Inc.2$70.00%+2New
Hollencrest Capital Management4$90.00%−1,089−99.6%Reduced
NVWM, LLC5$110.00%00.0%Unchanged
Clear Street LLC5$110.00%+5New
Credit Agricole S A6$140.00%00.0%Unchanged
Tucker Asset Management LLC8$180.00%−416−98.1%Reduced
Hoey Investments, Inc9$210.00%00.0%Unchanged
Cornerstone Planning Group LLC10$230.00%+10New
Moisand Fitzgerald Tamayo, LLC12$280.00%00.0%Unchanged
Archer Investment Corp13$290.00%00.0%Unchanged
Richard W. Paul & Associates, LLC13$290.00%00.0%Unchanged
Carolinas Wealth Consulting LLC18$400.00%−234−92.9%Reduced
Tradewinds Capital Management, LLC18$410.00%00.0%Unchanged
Hallmark Capital Management Inc19$430.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC20$450.00%00.0%Unchanged
Princeton Global Asset Management LLC21$470.00%+21New
Insight Financial Services26$580.00%00.0%Unchanged
Clearstead Advisors, LLC28$640.00%−367−92.9%Reduced
Whittier Trust Co of Nevada Inc34$760.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC34$770.00%+34New
New Millennium Group LLC34$780.00%00.0%Unchanged
JJJ Advisors Inc.37$840.00%−560−93.8%Reduced
Mark Sheptoff Financial Planning, LLC39$880.00%00.0%Unchanged
Westside Investment Management, Inc.42$950.00%00.0%Unchanged
Whittier Trust Co43$960.00%00.0%Unchanged
Twin Lakes Capital Management, LLC43$970.00%00.0%Unchanged
Raffa Wealth Management, LLC47$1060.00%−81−63.3%Reduced
Goodman Advisory Group, LLC47$1060.00%00.0%Unchanged
DecisionPoint Financial, LLC47$1070.00%00.0%Unchanged
Disciplined Investments, LLC54$1220.00%−212−79.7%Reduced
First Community Trust NA56$1270.00%00.0%Unchanged
GHP Investment Advisors, Inc.69$1280.00%00.0%Unchanged
VisionPoint Advisory Group, LLC60$1360.00%+60New
Larson Financial Group LLC62$1400.00%00.0%Unchanged
WFA of San Diego, LLC66$1500.00%+66New
Pflug Koory, LLC74$1670.00%00.0%Unchanged
Fairfield, Bush & Co.75$1700.00%+75New
Strategic Investment Solutions, Inc.94$1840.00%00.0%Unchanged
JNBA Financial Advisors87$1970.00%00.0%Unchanged
Bangor Savings Bank97$2190.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$2260.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$2260.00%00.0%Unchanged
Assetmark, Inc104$2350.00%−14−11.9%Reduced
Aspire Private Capital, LLC104$2350.00%00.0%Unchanged
SJS Investment Consulting Inc.114$2580.00%−25−18.0%Reduced
Global Wealth Management Investment Advisory, Inc.116$2620.00%+116New
Column Capital Advisors, LLC117$2640.00%−4,757−97.6%Reduced
First National Bank of South Miami126$2850.00%00.0%Unchanged
Baldwin Brothers Inc142$3210.00%00.0%Unchanged
Focused Wealth Management, Inc175$3950.00%00.0%Unchanged
Global Trust Asset Management, LLC180$4070.00%00.0%Unchanged
Massmutual Trust Co FSB181$4090.00%−4,028−95.7%Reduced
SRS Capital Advisors, Inc.188$4260.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.192$4340.00%00.0%Unchanged
Bogart Wealth, LLC192$4340.00%+2+1.1%Added
TD Capital Management LLC192$4350.00%−536−73.6%Reduced
PSI Advisors, LLC197$4450.00%00.0%Unchanged
Armstrong Advisory Group, Inc198$4480.00%00.0%Unchanged
Pacific Center for Financial Services201$4550.00%00.0%Unchanged
Live Oak Investment Partners–$5220.00%––
Cape Investment Advisory, Inc.233$5270.00%00.0%Unchanged
Umb Bank N A252$5700.00%−5,957−95.9%Reduced
Beaird Harris Wealth Management, LLC257$5810.00%−16−5.9%Reduced
Baker Avenue Asset Management, LP260$5880.00%−713−73.3%Reduced
BerganKDV Wealth Management, LLC277$6270.00%+106+62.0%Added
Iron Horse Wealth Management, LLC300$6780.00%00.0%Unchanged
First Command Bank302$6820.00%+302New
First Command Financial Services, Inc.302$6820.00%+302New
TCTC Holdings, LLC317$7160.00%00.0%Unchanged
CoreFirst Bank & Trust330$7460.00%00.0%Unchanged
FinTrust Capital Advisors, LLC157$8200.00%00.0%Unchanged
Abound Wealth Management366$8280.00%+366New
Glassman Wealth Services373$8430.00%−3,008−89.0%Reduced
Washington Trust Co400$9040.00%00.0%Unchanged
Investors Research Corp415$9380.00%00.0%Unchanged
McIlrath & Eck, LLC429$9700.00%00.0%Unchanged
TD Private Client Wealth LLC430$9720.00%−2,438−85.0%Reduced
Financial Management Professionals, Inc.480$1.00K0.00%−41−7.9%Reduced
RE Dickinson Investment Advisors, LLC369$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC451$1.02K0.00%−480−51.6%Reduced
National Bank of Canada465$1.05K0.00%−3,340−87.8%Reduced
Arlington Partners LLC474$1.07K0.00%00.0%Unchanged
Kozak & Associates, Inc.499$1.12K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC502$1.14K0.00%−190−27.5%Reduced
Earnest Partners LLC505$1.14K0.00%00.0%Unchanged
Baystate Wealth Management LLC514$1.16K0.00%−5−1.0%Reduced
St Germain D J Co Inc516$1.17K0.00%+516New
Tortoise Investment Management, LLC520$1.18K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.533$1.21K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.581$1.31K0.00%00.0%Unchanged
City Holding Co600$1.35K0.00%−300−33.3%Reduced
Farmers & Merchants Investments Inc658$1.49K0.00%00.0%Unchanged