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 |
|---|---|---|---|---|---|
| Harvest Management LLC | 12,540 | $28.3K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $28.5K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,624 | $28.5K | 0.00% | +12,624 | New |
| Allworth Financial LP | 12,717 | $28.7K | 0.00% | +1,718+15.6% | Added |
| Institutional & Family Asset Management, LLC | 12,778 | $28.9K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 12,818 | $29.0K | 0.00% | −27,341−68.1% | Reduced |
| Slocum, Gordon & Co LLP | 12,827 | $29.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 12,933 | $29.2K | 0.00% | +12,933 | New |
| EA Series Trust | 12,933 | $29.2K | 0.00% | +12,933 | New |
| Gilman Hill Asset Management, LLC | 12,955 | $29.3K | 0.01% | −6,885−34.7% | Reduced |
| Ballentine Partners, LLC | 13,171 | $29.8K | 0.00% | +13,171 | New |
| Proequities, Inc. | 13,542 | $30.6K | 0.00% | −14,568−51.8% | Reduced |
| Gsa Capital Partners LLP | 13,501 | $31.0K | 0.00% | −93,126−87.3% | Reduced |
| MAI Capital Management | 14,036 | $31.7K | 0.00% | −6,360−31.2% | Reduced |
| Clear Street Markets LLC | 14,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 14,119 | $32.0K | 0.00% | +55+0.4% | Added |
| Safeguard Investment Advisory Group, LLC | 14,355 | $32.4K | 0.01% | −541−3.6% | Reduced |
| Apollon Wealth Management, LLC | 14,634 | $33.1K | 0.00% | −1,568−9.7% | Reduced |
| ORG Partners LLC | 14,760 | $33.3K | 0.01% | +14,760 | New |
| Lazari Capital Management, Inc. | 14,846 | $33.6K | 0.02% | +14,846 | New |
| Deseret Mutual Benefit Administrators | 14,892 | $33.7K | 0.01% | +4,424+42.3% | Added |
| Old National Bancorp | 14,940 | $33.8K | 0.00% | +1,651+12.4% | Added |
| Savant Capital, LLC | 15,132 | $34.2K | 0.00% | −20,091−57.0% | Reduced |
| PDS Planning, Inc | 15,617 | $35.3K | 0.00% | +4,112+35.7% | Added |
| Vident Investment Advisory, LLC | 15,882 | $35.9K | 0.00% | −42,958−73.0% | Reduced |
| Invst, LLC | 16,001 | $36.2K | 0.01% | −1,098−6.4% | Reduced |
| Belpointe Asset Management LLC | 16,122 | $36.4K | 0.00% | +1,333+9.0% | Added |
| Huntington National Bank | 16,536 | $37.4K | 0.00% | +136+0.8% | Added |
| NorthRock Partners, LLC | 16,621 | $37.6K | 0.00% | −3,271−16.4% | Reduced |
| Integrated Wealth Concepts LLC | 16,719 | $37.8K | 0.00% | −1,593−8.7% | Reduced |
| Veritable, L.P. | 16,997 | $38.4K | 0.00% | +2,609+18.1% | Added |
| Versant Capital Management, Inc | 17,329 | $39.2K | 0.01% | +1,947+12.7% | Added |
| Lincoln National Corp | 17,361 | $39.2K | 0.00% | −5,569−24.3% | Reduced |
| Schechter Investment Advisors, LLC | 17,368 | $39.3K | 0.00% | −914−5.0% | Reduced |
| Regions Financial Corp | 17,373 | $39.3K | 0.00% | −173,020−90.9% | Reduced |
| National Asset Management, Inc. | 17,523 | $39.6K | 0.00% | −9,925−36.2% | Reduced |
| CWM, LLC | 18,250 | $41.0K | 0.00% | −10,401−36.3% | Reduced |
| Tocqueville Asset Management L.P. | 18,148 | $41.0K | 0.00% | −1,400−7.2% | Reduced |
| Financial Advisory Service, Inc. | 18,316 | $41.4K | 0.01% | +500+2.8% | Added |
| Parallel Advisors, LLC | 18,320 | $41.4K | 0.00% | +293+1.6% | Added |
| Tower Research Capital LLC (TRC) | 18,400 | $41.6K | 0.00% | +15,124+461.7% | Added |
| Resurgent Financial Advisors LLC | 18,500 | $41.8K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 18,699 | $42.0K | 0.01% | −4,383−19.0% | Reduced |
| Signaturefd, LLC | 18,623 | $42.1K | 0.00% | +505+2.8% | Added |
| Capital Investment Advisory Services, LLC | 18,644 | $42.1K | 0.00% | −811−4.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 18,648 | $42.1K | 0.02% | −117−0.6% | Reduced |
| First Republic Investment Management, Inc. | 18,710 | $42.3K | 0.00% | −3,306−15.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 18,720 | $42.3K | 0.01% | −10,283−35.5% | Reduced |
| Stratos Wealth Partners, LTD. | 18,878 | $42.7K | 0.00% | +18,878 | New |
| Portland Investment Counsel Inc. | 19,000 | $43.0K | 0.02% | +5,000+35.7% | Added |
| Journey Strategic Wealth LLC | 19,064 | $43.1K | 0.00% | −26,036−57.7% | Reduced |
| Waldron Private Wealth LLC | 19,212 | $43.4K | 0.00% | +19,212 | New |
| Future Financial Wealth Managment LLC | 19,261 | $43.5K | 0.05% | −2,600−11.9% | Reduced |
| Wellington Shields & Co., LLC | 19,421 | $43.9K | 0.01% | −12,230−38.6% | Reduced |
| RIA Advisory Group LLC | 19,493 | $44.1K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 20,000 | $45.2K | 0.00% | −18,000−47.4% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $45.2K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 20,139 | $45.5K | 0.00% | +33+0.2% | Added |
| Adams Wealth Management | 20,360 | $46.0K | 0.01% | −943−4.4% | Reduced |
| Cetera Advisors LLC | 21,583 | $48.8K | 0.00% | −789−3.5% | Reduced |
| Independent Financial Group, LLC | 21,623 | $48.9K | 0.00% | −2,979−12.1% | Reduced |
| Carolina Wealth Advisors, LLC | 21,670 | $49.0K | 0.03% | +237+1.1% | Added |
| Cornerstone Wealth Management, LLC | 21,682 | $49.0K | 0.00% | −12,009−35.6% | Reduced |
| Avantax Advisory Services, Inc. | 21,705 | $49.1K | 0.00% | −3,191−12.8% | Reduced |
| Compagnie Lombard Odier SCmA | 22,000 | $49.7K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 22,167 | $50.1K | 0.00% | −35,296−61.4% | Reduced |
| Wedbush Securities Inc | 22,347 | $51.0K | 0.00% | +2,550+12.9% | Added |
| Forum Financial Management, LP | 22,587 | $51.0K | 0.00% | +45+0.2% | Added |
| Oppenheimer & Co Inc | 23,115 | $52.2K | 0.00% | −7,107−23.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,301 | $52.7K | 0.00% | −1,792−7.1% | Reduced |
| Empirical Finance, LLC | 23,713 | $53.6K | 0.00% | −43,426−64.7% | Reduced |
| Cresset Asset Management, LLC | 23,872 | $54.0K | 0.00% | +23,872 | New |
| Performa Ltd (US), LLC | 24,000 | $54.2K | 0.03% | +6,000+33.3% | Added |
| Indie Asset Partners, LLC | 24,500 | $55.4K | 0.06% | +1,000+4.3% | Added |
| SeaCrest Wealth Management, LLC | 24,834 | $56.1K | 0.01% | +10,048+68.0% | Added |
| Marathon Trading Investment Management LLC | 25,000 | $56.5K | 0.04% | −5,000−16.7% | Reduced |
| Quadrant Capital Group LLC | 25,090 | $56.7K | 0.01% | −7,471−22.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,452 | $57.5K | 0.00% | −932−3.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 25,643 | $58.0K | 0.01% | +4,274+20.0% | Added |
| Sigma Planning Corp | 26,328 | $59.5K | 0.00% | −2,978−10.2% | Reduced |
| Pacific Sage Partners, LLC | 26,348 | $59.5K | 0.02% | +10,506+66.3% | Added |
| Coldstream Capital Management Inc | 26,707 | $60.4K | 0.00% | +4,890+22.4% | Added |
| Green Alpha Advisors, LLC | 27,596 | $62.4K | 0.04% | −618−2.2% | Reduced |
| Alpine Global Management, LLC | 27,798 | $62.8K | 0.02% | +27,798 | New |
| ABLE Financial Group, LLC | 27,879 | $63.0K | 0.03% | +17,755+175.4% | Added |
| Welch Group, LLC | 28,100 | $63.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 28,192 | $64.0K | 0.00% | +26,392+1,466.2% | Added |
| LMG Wealth Partners, LLC | 28,736 | $64.9K | 0.02% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 29,864 | $67.5K | 0.04% | +10,329+52.9% | Added |
| Syntax Advisors, LLC | 29,864 | $67.5K | 0.05% | +10,329+52.9% | Added |
| First Manhattan Co | 30,024 | $67.9K | 0.00% | −1,284−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 30,509 | $69.0K | 0.00% | −4,403−12.6% | Reduced |
| Headlands Technologies LLC | 30,697 | $69.4K | 0.02% | +30,697 | New |
| Drive Wealth Management, LLC | 30,744 | $69.4K | 0.03% | −4,127−11.8% | Reduced |
| Atomi Financial Group, Inc. | 30,760 | $69.5K | 0.03% | +30,760 | New |
| Chiron Capital Management, LLC | 30,800 | $69.6K | 0.06% | −15,600−33.6% | Reduced |
| Chelsea Counsel Co | 32,000 | $72.3K | 0.04% | −12,000−27.3% | Reduced |
| United Capital Financial Advisers, LLC | 32,130 | $72.6K | 0.00% | −8,904−21.7% | Reduced |
| Jump Financial, LLC | 32,200 | $72.8K | 0.00% | −5,308−14.2% | Reduced |
| Diligent Investors, LLC | 32,550 | $73.6K | 0.02% | −17,649−35.2% | Reduced |