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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 32,946 | $74.5K | 0.00% | −4,620−12.3% | Reduced |
| AM Squared Ltd | 33,500 | $75.7K | 0.09% | +33,500 | New |
| Benedetti & Gucer, Inc. | 33,587 | $76.0K | 0.04% | −2,248−6.3% | Reduced |
| Accurate Wealth Management, LLC | 41,094 | $76.0K | 0.02% | −19,390−32.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,729 | $76.2K | 0.00% | −133,700−79.9% | Reduced |
| Camelot Portfolios, LLC | 34,208 | $77.3K | 0.05% | −885−2.5% | Reduced |
| West Bancorporation Inc | 36,400 | $82.3K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 36,543 | $82.6K | 0.01% | +24,878+213.3% | Added |
| Sequoia Financial Advisors, LLC | 36,835 | $83.2K | 0.00% | −7,905−17.7% | Reduced |
| Everence Capital Management Inc | 42,220 | $84.0K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 37,474 | $84.7K | 0.00% | −12,472−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,521 | $84.8K | 0.01% | +2,472+7.1% | Added |
| Horizon Investments, LLC | 37,560 | $84.9K | 0.00% | −11,079−22.8% | Reduced |
| Old Point Trust & Financial Services N A | 37,678 | $85.2K | 0.04% | −25,678−40.5% | Reduced |
| Greenleaf Trust | 38,550 | $87.1K | 0.00% | +38,550 | New |
| Straight Path Wealth Management | 40,000 | $90.4K | 0.06% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 40,210 | $90.9K | 0.10% | +40,210 | New |
| Greenwich Wealth Management LLC | 40,799 | $92.0K | 0.01% | +23,601+137.2% | Added |
| Ronald Blue Trust, Inc. | 34,997 | $93.0K | 0.00% | −293−0.8% | Reduced |
| Moody National Bank Trust Division | 43,086 | $97.4K | 0.01% | +7,455+20.9% | Added |
| Atlas Brown,Inc. | 43,121 | $97.5K | 0.04% | +5,000+13.1% | Added |
| Aigen Investment Management, LP | 43,598 | $98.5K | 0.01% | +43,598 | New |
| Vontobel Holding Ltd. | 44,126 | $99.7K | 0.00% | +26,817+154.9% | Added |
| Prime Capital Investment Advisors, LLC | 44,365 | $100.3K | 0.00% | +2,960+7.1% | Added |
| Brookstone Capital Management | 46,298 | $101.4K | 0.00% | −47,347−50.6% | Reduced |
| Commerce Bank | 45,628 | $103.1K | 0.00% | +24,416+115.1% | Added |
| Rockefeller Capital Management L.P. | 45,798 | $103.5K | 0.00% | −6,555−12.5% | Reduced |
| Cerity Partners LLC | 46,421 | $104.8K | 0.00% | −3,517−7.0% | Reduced |
| Pathstone Family Office, LLC | 46,281 | $105.3K | 0.00% | −88,093−65.6% | Reduced |
| Centiva Capital, LP | 47,045 | $106.3K | 0.01% | +47,045 | New |
| Meeder Asset Management Inc | 47,370 | $107.1K | 0.01% | +11,213+31.0% | Added |
| Wetherby Asset Management Inc | 50,998 | $115.3K | 0.01% | +27,622+118.2% | Added |
| Argent Advisors, Inc. | 51,424 | $116.2K | 0.05% | +9,475+22.6% | Added |
| Shelton Capital Management | 52,497 | $118.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 54,000 | $122.0K | 0.01% | +27,000+100.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 54,033 | $122.1K | 0.05% | −2,800−4.9% | Reduced |
| Metropolitan Life Insurance Co | 55,041 | $124.4K | 0.01% | +55,041 | New |
| Sage Rhino Capital LLC | 55,083 | $124.5K | 0.03% | −14,234−20.5% | Reduced |
| Investors Asset Management of Georgia Inc | 55,100 | $124.5K | 0.06% | −2,800−4.8% | Reduced |
| US Bancorp | 55,133 | $124.6K | 0.00% | +16,431+42.5% | Added |
| Arcataur Capital Management LLC | 55,534 | $125.5K | 0.05% | +55,534 | New |
| Gamco Investors, Inc. Et Al | 56,000 | $126.6K | 0.00% | −35,600−38.9% | Reduced |
| Evergreen Capital Management LLC | 59,310 | $134.0K | 0.01% | +46,261+354.5% | Added |
| Profund Advisors LLC | 59,516 | $134.5K | 0.01% | +14,141+31.2% | Added |
| Private Advisor Group, LLC | 64,312 | $136.1K | 0.00% | −35,335−35.5% | Reduced |
| Xponance, Inc. | 62,008 | $140.1K | 0.00% | +22,991+58.9% | Added |
| Mirova | 62,440 | $141.1K | 0.02% | −103,639−62.4% | Reduced |
| Kestra Advisory Services, LLC | 63,601 | $143.7K | 0.00% | +1,920+3.1% | Added |
| M&T Bank Corp | 66,251 | $149.8K | 0.00% | −40,074−37.7% | Reduced |
| Mercer Global Advisors Inc | 66,853 | $151.0K | 0.00% | −14,398−17.7% | Reduced |
| Los Angeles Capital Management LLC | 67,158 | $151.8K | 0.00% | +67,158 | New |
| Capstone Investment Advisors, LLC | 67,210 | $151.9K | 0.00% | +51,545+329.0% | Added |
| Hosking Partners LLP | 67,470 | $152.5K | 0.01% | +5,273+8.5% | Added |
| Diversified Trust Co | 73,071 | $165.1K | 0.01% | −33,523−31.4% | Reduced |
| Veriti Management LLC | 75,107 | $169.7K | 0.02% | +8,666+13.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 75,650 | $171.0K | 0.02% | +75,650 | New |
| Teacher Retirement System of Texas | 75,757 | $171.0K | 0.00% | −27,806−26.8% | Reduced |
| MML Investors Services, LLC | 76,666 | $173.0K | 0.00% | −10,286−11.8% | Reduced |
| Echo Street Capital Management LLC | 78,070 | $176.4K | 0.00% | +78,070 | New |
| Cetera Investment Advisers | 78,760 | $178.0K | 0.00% | +10,070+14.7% | Added |
| International Assets Investment Management, LLC | 80,451 | $181.8K | 0.02% | +8,825+12.3% | Added |
| High Note Wealth, LLC | 80,600 | $182.2K | 0.07% | −10,035−11.1% | Reduced |
| Nomura Asset Management Co Ltd | 81,000 | $183.1K | 0.00% | −89,954−52.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 82,048 | $186.9K | 0.00% | −49,221−37.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 82,865 | $187.3K | 0.00% | −26,191−24.0% | Reduced |
| Ameritas Investment Partners, Inc. | 83,277 | $188.2K | 0.01% | +83,277 | New |
| Point72 Middle East FZE | 84,347 | $190.6K | 0.01% | −49,041−36.8% | Reduced |
| AQR Capital Management LLC | 87,408 | $197.5K | 0.00% | −711,852−89.1% | Reduced |
| Virtus ETF Advisers LLC | 87,781 | $198.4K | 0.12% | +32,249+58.1% | Added |
| Glenmede Trust Co NA | 76,674 | $203.2K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 91,109 | $205.9K | 0.10% | +26,718+41.5% | Added |
| Mariner, LLC | 91,351 | $206.4K | 0.00% | −39,601−30.2% | Reduced |
| Capstone Financial Advisors, Inc. | 95,046 | $214.8K | 0.02% | +18,343+23.9% | Added |
| Stifel Financial Corp | 98,606 | $222.8K | 0.00% | −79,679−44.7% | Reduced |
| Caption Management, LLC | 98,800 | $223.3K | 0.04% | +30,200+44.0% | Added |
| SEI Investments Co | 99,175 | $224.2K | 0.00% | +12,823+14.8% | Added |
| Covestor Ltd | 103,403 | $234.0K | 0.18% | +51,922+100.9% | Added |
| Stephens Inc | 103,669 | $234.3K | 0.00% | −32,394−23.8% | Reduced |
| CIBC Asset Management Inc | 104,511 | $236.2K | 0.00% | −7,271−6.5% | Reduced |
| Leonteq Securities AG | 105,822 | $239.2K | 0.02% | +32,873+45.1% | Added |
| FIL Ltd | 106,924 | $241.6K | 0.00% | −331,222−75.6% | Reduced |
| Handelsbanken Fonder AB | 110,700 | $250.0K | 0.00% | −54,904−33.2% | Reduced |
| Pictet Asset Management SA | 111,238 | $251.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 116,108 | $262.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 117,153 | $263.6K | 0.00% | +53,622+84.4% | Added |
| Linden Thomas Advisory Services, LLC | 116,942 | $264.3K | 0.06% | +138+0.1% | Added |
| JustInvest LLC | 116,967 | $264.3K | 0.01% | −281,536−70.6% | Reduced |
| STRS Ohio | 119,200 | $269.0K | 0.00% | +119,200 | New |
| KBC Group NV | 122,980 | $278.0K | 0.00% | −56,454−31.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 123,753 | $280.0K | 0.00% | −2,271−1.8% | Reduced |
| Ethic Inc. | 134,650 | $304.3K | 0.01% | −41,657−23.6% | Reduced |
| Bailard, Inc. | 136,958 | $309.5K | 0.01% | +7,656+5.9% | Added |
| Franklin Resources Inc | 136,990 | $309.6K | 0.00% | −27,343−16.6% | Reduced |
| Nisa Investment Advisors, LLC | 137,777 | $311.4K | 0.00% | +135,577+6,162.6% | Added |
| Cetera Advisor Networks LLC | 138,497 | $313.0K | 0.00% | −4,042−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 149,320 | $337.5K | 0.00% | +16,195+12.2% | Added |
| Triumph Capital Management | 156,575 | $353.9K | 0.16% | −14,036−8.2% | Reduced |
| Macquarie Group Ltd | 160,672 | $363.2K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 160,546 | $366.0K | 0.00% | +50,202+45.5% | Added |
| Occudo Quantitative Strategies LP | 166,280 | $375.8K | 0.04% | −584,419−77.8% | Reduced |