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 | 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, 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 |
|---|---|---|---|---|---|
| Hosking Partners LLP | 67,470 | $152.5K | 0.01% | +5,273+8.5% | Added |
| Capstone Investment Advisors, LLC | 67,210 | $151.9K | 0.00% | +51,545+329.0% | Added |
| Los Angeles Capital Management LLC | 67,158 | $151.8K | 0.00% | +67,158 | New |
| Mercer Global Advisors Inc | 66,853 | $151.0K | 0.00% | −14,398−17.7% | Reduced |
| M&T Bank Corp | 66,251 | $149.8K | 0.00% | −40,074−37.7% | Reduced |
| Kestra Advisory Services, LLC | 63,601 | $143.7K | 0.00% | +1,920+3.1% | Added |
| Mirova | 62,440 | $141.1K | 0.02% | −103,639−62.4% | Reduced |
| Xponance, Inc. | 62,008 | $140.1K | 0.00% | +22,991+58.9% | Added |
| Private Advisor Group, LLC | 64,312 | $136.1K | 0.00% | −35,335−35.5% | Reduced |
| Profund Advisors LLC | 59,516 | $134.5K | 0.01% | +14,141+31.2% | Added |
| Evergreen Capital Management LLC | 59,310 | $134.0K | 0.01% | +46,261+354.5% | Added |
| Gamco Investors, Inc. Et Al | 56,000 | $126.6K | 0.00% | −35,600−38.9% | Reduced |
| Arcataur Capital Management LLC | 55,534 | $125.5K | 0.05% | +55,534 | New |
| US Bancorp | 55,133 | $124.6K | 0.00% | +16,431+42.5% | Added |
| Investors Asset Management of Georgia Inc | 55,100 | $124.5K | 0.06% | −2,800−4.8% | Reduced |
| Sage Rhino Capital LLC | 55,083 | $124.5K | 0.03% | −14,234−20.5% | Reduced |
| Metropolitan Life Insurance Co | 55,041 | $124.4K | 0.01% | +55,041 | New |
| Wiley Bros.-Aintree Capital, LLC | 54,033 | $122.1K | 0.05% | −2,800−4.9% | Reduced |
| Banque Cantonale Vaudoise | 54,000 | $122.0K | 0.01% | +27,000+100.0% | Added |
| Shelton Capital Management | 52,497 | $118.6K | 0.00% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 51,424 | $116.2K | 0.05% | +9,475+22.6% | Added |
| Wetherby Asset Management Inc | 50,998 | $115.3K | 0.01% | +27,622+118.2% | Added |
| Meeder Asset Management Inc | 47,370 | $107.1K | 0.01% | +11,213+31.0% | Added |
| Centiva Capital, LP | 47,045 | $106.3K | 0.01% | +47,045 | New |
| Pathstone Family Office, LLC | 46,281 | $105.3K | 0.00% | −88,093−65.6% | Reduced |
| Cerity Partners LLC | 46,421 | $104.8K | 0.00% | −3,517−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 45,798 | $103.5K | 0.00% | −6,555−12.5% | Reduced |
| Commerce Bank | 45,628 | $103.1K | 0.00% | +24,416+115.1% | Added |
| Brookstone Capital Management | 46,298 | $101.4K | 0.00% | −47,347−50.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 44,365 | $100.3K | 0.00% | +2,960+7.1% | Added |
| Vontobel Holding Ltd. | 44,126 | $99.7K | 0.00% | +26,817+154.9% | Added |
| Aigen Investment Management, LP | 43,598 | $98.5K | 0.01% | +43,598 | New |
| Atlas Brown,Inc. | 43,121 | $97.5K | 0.04% | +5,000+13.1% | Added |
| Moody National Bank Trust Division | 43,086 | $97.4K | 0.01% | +7,455+20.9% | Added |
| Ronald Blue Trust, Inc. | 34,997 | $93.0K | 0.00% | −293−0.8% | Reduced |
| Greenwich Wealth Management LLC | 40,799 | $92.0K | 0.01% | +23,601+137.2% | Added |
| Alan B. Lancz & Associates, Inc. | 40,210 | $90.9K | 0.10% | +40,210 | New |
| Straight Path Wealth Management | 40,000 | $90.4K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 38,550 | $87.1K | 0.00% | +38,550 | New |
| Old Point Trust & Financial Services N A | 37,678 | $85.2K | 0.04% | −25,678−40.5% | Reduced |
| Horizon Investments, LLC | 37,560 | $84.9K | 0.00% | −11,079−22.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,521 | $84.8K | 0.01% | +2,472+7.1% | Added |
| Zacks Investment Management | 37,474 | $84.7K | 0.00% | −12,472−25.0% | Reduced |
| Everence Capital Management Inc | 42,220 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 36,835 | $83.2K | 0.00% | −7,905−17.7% | Reduced |
| Meeder Advisory Services, Inc. | 36,543 | $82.6K | 0.01% | +24,878+213.3% | Added |
| West Bancorporation Inc | 36,400 | $82.3K | 0.06% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 34,208 | $77.3K | 0.05% | −885−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,729 | $76.2K | 0.00% | −133,700−79.9% | Reduced |
| Accurate Wealth Management, LLC | 41,094 | $76.0K | 0.02% | −19,390−32.1% | Reduced |
| Benedetti & Gucer, Inc. | 33,587 | $76.0K | 0.04% | −2,248−6.3% | Reduced |
| AM Squared Ltd | 33,500 | $75.7K | 0.09% | +33,500 | New |
| Mutual Advisors, LLC | 32,946 | $74.5K | 0.00% | −4,620−12.3% | Reduced |
| Diligent Investors, LLC | 32,550 | $73.6K | 0.02% | −17,649−35.2% | Reduced |
| Jump Financial, LLC | 32,200 | $72.8K | 0.00% | −5,308−14.2% | Reduced |
| United Capital Financial Advisers, LLC | 32,130 | $72.6K | 0.00% | −8,904−21.7% | Reduced |
| Chelsea Counsel Co | 32,000 | $72.3K | 0.04% | −12,000−27.3% | Reduced |
| Chiron Capital Management, LLC | 30,800 | $69.6K | 0.06% | −15,600−33.6% | Reduced |
| Atomi Financial Group, Inc. | 30,760 | $69.5K | 0.03% | +30,760 | New |
| Drive Wealth Management, LLC | 30,744 | $69.4K | 0.03% | −4,127−11.8% | Reduced |
| Headlands Technologies LLC | 30,697 | $69.4K | 0.02% | +30,697 | New |
| Kestra Private Wealth Services, LLC | 30,509 | $69.0K | 0.00% | −4,403−12.6% | Reduced |
| First Manhattan Co | 30,024 | $67.9K | 0.00% | −1,284−4.1% | Reduced |
| 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 |
| LMG Wealth Partners, LLC | 28,736 | $64.9K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 28,192 | $64.0K | 0.00% | +26,392+1,466.2% | Added |
| Welch Group, LLC | 28,100 | $63.5K | 0.00% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 27,879 | $63.0K | 0.03% | +17,755+175.4% | Added |
| Alpine Global Management, LLC | 27,798 | $62.8K | 0.02% | +27,798 | New |
| Green Alpha Advisors, LLC | 27,596 | $62.4K | 0.04% | −618−2.2% | Reduced |
| Coldstream Capital Management Inc | 26,707 | $60.4K | 0.00% | +4,890+22.4% | Added |
| Pacific Sage Partners, LLC | 26,348 | $59.5K | 0.02% | +10,506+66.3% | Added |
| Sigma Planning Corp | 26,328 | $59.5K | 0.00% | −2,978−10.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 25,643 | $58.0K | 0.01% | +4,274+20.0% | Added |
| Steward Partners Investment Advisory, LLC | 25,452 | $57.5K | 0.00% | −932−3.5% | Reduced |
| Quadrant Capital Group LLC | 25,090 | $56.7K | 0.01% | −7,471−22.9% | Reduced |
| Marathon Trading Investment Management LLC | 25,000 | $56.5K | 0.04% | −5,000−16.7% | Reduced |
| SeaCrest Wealth Management, LLC | 24,834 | $56.1K | 0.01% | +10,048+68.0% | Added |
| Indie Asset Partners, LLC | 24,500 | $55.4K | 0.06% | +1,000+4.3% | Added |
| Performa Ltd (US), LLC | 24,000 | $54.2K | 0.03% | +6,000+33.3% | Added |
| Cresset Asset Management, LLC | 23,872 | $54.0K | 0.00% | +23,872 | New |
| Empirical Finance, LLC | 23,713 | $53.6K | 0.00% | −43,426−64.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,301 | $52.7K | 0.00% | −1,792−7.1% | Reduced |
| Oppenheimer & Co Inc | 23,115 | $52.2K | 0.00% | −7,107−23.5% | Reduced |
| Forum Financial Management, LP | 22,587 | $51.0K | 0.00% | +45+0.2% | Added |
| Wedbush Securities Inc | 22,347 | $51.0K | 0.00% | +2,550+12.9% | Added |
| Swiss Life Asset Management Ltd | 22,167 | $50.1K | 0.00% | −35,296−61.4% | Reduced |
| Compagnie Lombard Odier SCmA | 22,000 | $49.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 21,705 | $49.1K | 0.00% | −3,191−12.8% | Reduced |
| Cornerstone Wealth Management, LLC | 21,682 | $49.0K | 0.00% | −12,009−35.6% | Reduced |
| Carolina Wealth Advisors, LLC | 21,670 | $49.0K | 0.03% | +237+1.1% | Added |
| Independent Financial Group, LLC | 21,623 | $48.9K | 0.00% | −2,979−12.1% | Reduced |
| Cetera Advisors LLC | 21,583 | $48.8K | 0.00% | −789−3.5% | Reduced |
| Adams Wealth Management | 20,360 | $46.0K | 0.01% | −943−4.4% | Reduced |
| Silvercrest Asset Management Group LLC | 20,139 | $45.5K | 0.00% | +33+0.2% | Added |
| 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 |
| RIA Advisory Group LLC | 19,493 | $44.1K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 19,421 | $43.9K | 0.01% | −12,230−38.6% | Reduced |