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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 673 | $1.52K | 0.00% | −137−16.9% | Reduced |
| Financial Avengers, Inc. | 717 | $1.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 832 | $1.88K | 0.00% | −114−12.1% | Reduced |
| ING Groep NV | 836 | $1.89K | 0.00% | −98−10.5% | Reduced |
| Global Wealth Strategies & Associates | 863 | $1.95K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 885 | $1.97K | 0.00% | +885 | New |
| Glass Jacobson Investment Advisors llc | 876 | $1.98K | 0.00% | +876 | New |
| Kelly Financial Services LLC | 883 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 910 | $2.00K | 0.00% | −614−40.3% | Reduced |
| Centerpoint Advisors, LLC | 775 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 896 | $2.02K | 0.00% | −928−50.9% | Reduced |
| First Pacific Financial | 978 | $2.21K | 0.00% | +978 | New |
| ICA Group Wealth Management, LLC | 1,000 | $2.26K | 0.00% | −372−27.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,000 | $2.26K | 0.00% | −332−24.9% | Reduced |
| Private Trust Co NA | 1,000 | $2.26K | 0.00% | −222−18.2% | Reduced |
| Key Financial Inc | 1,016 | $2.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,044 | $2.36K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,064 | $2.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $2.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,141 | $2.58K | 0.00% | +34+3.1% | Added |
| EverSource Wealth Advisors, LLC | 1,186 | $2.68K | 0.00% | −8,809−88.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,206 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,487 | $3.00K | 0.00% | −3,017−67.0% | Reduced |
| Hanson & Doremus Investment Management | 1,146 | $3.00K | 0.00% | −3,375−74.7% | Reduced |
| Crewe Advisors LLC | 1,412 | $3.19K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,456 | $3.29K | 0.00% | −198−12.0% | Reduced |
| Wolff Wiese Magana LLC | 1,500 | $3.39K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,531 | $3.46K | 0.00% | −1−0.1% | Reduced |
| Horan Securities, Inc. | 1,575 | $3.56K | 0.00% | −549−25.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,580 | $3.57K | 0.00% | −8,781−84.8% | Reduced |
| Community Bank, N.A. | 1,614 | $3.63K | 0.00% | −75−4.4% | Reduced |
| WR Wealth Planners, LLC | 1,639 | $3.70K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,651 | $3.73K | 0.00% | −5,000−75.2% | Reduced |
| Sunbelt Securities, Inc. | 1,652 | $3.73K | 0.00% | −36−2.1% | Reduced |
| Beacon Capital Management, LLC | 1,693 | $3.83K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $3.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,641 | $4.00K | 0.00% | −2,560−60.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,680 | $4.00K | 0.00% | +1,331+381.4% | Added |
| IMA Wealth, Inc. | 1,791 | $4.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,817 | $4.44K | 0.00% | +195+12.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,121 | $4.79K | 0.00% | −233−9.9% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $5.06K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $5.08K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,251 | $5.09K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,444 | $5.52K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,500 | $5.65K | 0.00% | −2,500−50.0% | Reduced |
| GWM Advisors LLC | 2,650 | $5.99K | 0.00% | −11,067−80.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 44 | $6.12K | 0.00% | +29+193.3% | Added |
| WealthPLAN Partners, LLC | 2,767 | $6.25K | 0.00% | −50−1.8% | Reduced |
| Cypress Capital Management LLC (WY) | 2,814 | $6.36K | 0.01% | +1,812+180.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,976 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,986 | $6.75K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $6.75K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $6.78K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,183 | $7.19K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,257 | $7.36K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,330 | $7.53K | 0.01% | +3,330 | New |
| Concord Wealth Partners | 4,000 | $9.04K | 0.00% | −23−0.6% | Reduced |
| Harbour Investments, Inc. | 4,260 | $9.63K | 0.00% | −1,101−20.5% | Reduced |
| Front Row Advisors LLC | 4,241 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,531 | $10.2K | 0.00% | +897+24.7% | Added |
| Financial Perspectives, Inc | 4,537 | $10.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,135 | $11.6K | 0.00% | +1,434+38.7% | Added |
| Lindbrook Capital, LLC | 5,747 | $13.0K | 0.00% | −5,132−47.2% | Reduced |
| Silvant Capital Management LLC | 5,907 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6,686 | $15.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6,782 | $15.3K | 0.00% | +2,000+41.8% | Added |
| Global Retirement Partners, LLC | 7,068 | $16.0K | 0.00% | −30−0.4% | Reduced |
| Parkside Financial Bank & Trust | 7,233 | $16.3K | 0.00% | −3,318−31.4% | Reduced |
| Endurance Wealth Management, Inc. | 7,582 | $17.0K | 0.00% | −200−2.6% | Reduced |
| Ci Investments Inc. | 7,688 | $17.0K | 0.00% | +3,511+84.1% | Added |
| AdvisorNet Financial, Inc | 9,088 | $20.5K | 0.00% | −501−5.2% | Reduced |
| Lazard Asset Management LLC | 9,756 | $21.0K | 0.00% | +9,503+3,756.1% | Added |
| Hongkou Capital LP | 10,085 | $22.8K | 0.07% | +10,085 | New |
| XML Financial, LLC | 10,315 | $23.3K | 0.00% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 10,415 | $23.5K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,443 | $23.6K | 0.00% | +10,443 | New |
| Orion Portfolio Solutions, LLC | 10,443 | $23.6K | 0.00% | +10,443 | New |
| Congress Wealth Management LLC | 10,613 | $24.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,722 | $24.2K | 0.00% | −1,270−10.6% | Reduced |
| Keystone Financial Group | 10,749 | $24.3K | 0.00% | +10,749 | New |
| Sawtooth Solutions, LLC | 10,807 | $24.4K | 0.00% | −40,244−78.8% | Reduced |
| Bleakley Financial Group, LLC | 10,807 | $24.4K | 0.00% | −3,928−26.7% | Reduced |
| Hilltop Holdings Inc. | 10,841 | $24.5K | 0.00% | +10,841 | New |
| BDO Wealth Advisors, LLC | 10,928 | $24.7K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,955 | $24.8K | 0.00% | −10.0% | Reduced |
| Equitable Holdings, Inc. | 11,106 | $25.1K | 0.00% | +11,106 | New |
| M&G Investment Management Ltd | 12,638 | $25.3K | 0.00% | −824,976−98.5% | Reduced |
| Wealthfront Advisers LLC | 11,228 | $25.4K | 0.00% | −2,158,725−99.5% | Reduced |
| Janney Montgomery Scott LLC | 11,633 | $26.0K | 0.00% | −13,959−54.5% | Reduced |
| Fifth Third Bancorp | 11,600 | $26.2K | 0.00% | −98,118−89.4% | Reduced |
| Ancora Advisors, LLC | 12,060 | $27.3K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,354 | $27.5K | 0.00% | −621−3.9% | Reduced |
| Neuberger Berman Group LLC | 12,241 | $27.7K | 0.00% | −8,010−39.6% | Reduced |
| Merit Financial Group, LLC | 12,245 | $27.7K | 0.00% | −1,125−8.4% | Reduced |
| Cigna Investments Inc | 12,233 | $28.0K | 0.01% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 12,395 | $28.0K | 0.00% | +12,395 | New |
| Woodline Partners LP | 12,394 | $28.0K | 0.00% | −39,920−76.3% | Reduced |