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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 19,261 | $43.5K | 0.05% | −2,600−11.9% | Reduced |
| Waldron Private Wealth LLC | 19,212 | $43.4K | 0.00% | +19,212 | New |
| Journey Strategic Wealth LLC | 19,064 | $43.1K | 0.00% | −26,036−57.7% | Reduced |
| Portland Investment Counsel Inc. | 19,000 | $43.0K | 0.02% | +5,000+35.7% | Added |
| Stratos Wealth Partners, LTD. | 18,878 | $42.7K | 0.00% | +18,878 | New |
| Quadrant Private Wealth Management, LLC | 18,720 | $42.3K | 0.01% | −10,283−35.5% | Reduced |
| First Republic Investment Management, Inc. | 18,710 | $42.3K | 0.00% | −3,306−15.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 18,648 | $42.1K | 0.02% | −117−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 18,644 | $42.1K | 0.00% | −811−4.2% | Reduced |
| Signaturefd, LLC | 18,623 | $42.1K | 0.00% | +505+2.8% | Added |
| M Holdings Securities, Inc. | 18,699 | $42.0K | 0.01% | −4,383−19.0% | Reduced |
| Resurgent Financial Advisors LLC | 18,500 | $41.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,400 | $41.6K | 0.00% | +15,124+461.7% | Added |
| Parallel Advisors, LLC | 18,320 | $41.4K | 0.00% | +293+1.6% | Added |
| Financial Advisory Service, Inc. | 18,316 | $41.4K | 0.01% | +500+2.8% | Added |
| Tocqueville Asset Management L.P. | 18,148 | $41.0K | 0.00% | −1,400−7.2% | Reduced |
| CWM, LLC | 18,250 | $41.0K | 0.00% | −10,401−36.3% | Reduced |
| National Asset Management, Inc. | 17,523 | $39.6K | 0.00% | −9,925−36.2% | Reduced |
| Regions Financial Corp | 17,373 | $39.3K | 0.00% | −173,020−90.9% | Reduced |
| Schechter Investment Advisors, LLC | 17,368 | $39.3K | 0.00% | −914−5.0% | Reduced |
| Lincoln National Corp | 17,361 | $39.2K | 0.00% | −5,569−24.3% | Reduced |
| Versant Capital Management, Inc | 17,329 | $39.2K | 0.01% | +1,947+12.7% | Added |
| Veritable, L.P. | 16,997 | $38.4K | 0.00% | +2,609+18.1% | Added |
| Integrated Wealth Concepts LLC | 16,719 | $37.8K | 0.00% | −1,593−8.7% | Reduced |
| NorthRock Partners, LLC | 16,621 | $37.6K | 0.00% | −3,271−16.4% | Reduced |
| Huntington National Bank | 16,536 | $37.4K | 0.00% | +136+0.8% | Added |
| Belpointe Asset Management LLC | 16,122 | $36.4K | 0.00% | +1,333+9.0% | Added |
| Invst, LLC | 16,001 | $36.2K | 0.01% | −1,098−6.4% | Reduced |
| Vident Investment Advisory, LLC | 15,882 | $35.9K | 0.00% | −42,958−73.0% | Reduced |
| PDS Planning, Inc | 15,617 | $35.3K | 0.00% | +4,112+35.7% | Added |
| Savant Capital, LLC | 15,132 | $34.2K | 0.00% | −20,091−57.0% | Reduced |
| Old National Bancorp | 14,940 | $33.8K | 0.00% | +1,651+12.4% | Added |
| Deseret Mutual Benefit Administrators | 14,892 | $33.7K | 0.01% | +4,424+42.3% | Added |
| Lazari Capital Management, Inc. | 14,846 | $33.6K | 0.02% | +14,846 | New |
| ORG Partners LLC | 14,760 | $33.3K | 0.01% | +14,760 | New |
| Apollon Wealth Management, LLC | 14,634 | $33.1K | 0.00% | −1,568−9.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 14,355 | $32.4K | 0.01% | −541−3.6% | 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 |
| MAI Capital Management | 14,036 | $31.7K | 0.00% | −6,360−31.2% | Reduced |
| Gsa Capital Partners LLP | 13,501 | $31.0K | 0.00% | −93,126−87.3% | Reduced |
| Proequities, Inc. | 13,542 | $30.6K | 0.00% | −14,568−51.8% | Reduced |
| Ballentine Partners, LLC | 13,171 | $29.8K | 0.00% | +13,171 | New |
| Gilman Hill Asset Management, LLC | 12,955 | $29.3K | 0.01% | −6,885−34.7% | Reduced |
| Empowered Funds, LLC | 12,933 | $29.2K | 0.00% | +12,933 | New |
| EA Series Trust | 12,933 | $29.2K | 0.00% | +12,933 | New |
| Slocum, Gordon & Co LLP | 12,827 | $29.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 12,818 | $29.0K | 0.00% | −27,341−68.1% | Reduced |
| Institutional & Family Asset Management, LLC | 12,778 | $28.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12,717 | $28.7K | 0.00% | +1,718+15.6% | Added |
| Modera Wealth Management, LLC | 12,624 | $28.5K | 0.00% | +12,624 | New |
| Powell Investment Advisors, LLC | 12,618 | $28.5K | 0.02% | 00.0% | Unchanged |
| Harvest Management LLC | 12,540 | $28.3K | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 12,394 | $28.0K | 0.00% | −39,920−76.3% | 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 |
| Merit Financial Group, LLC | 12,245 | $27.7K | 0.00% | −1,125−8.4% | Reduced |
| Neuberger Berman Group LLC | 12,241 | $27.7K | 0.00% | −8,010−39.6% | Reduced |
| Chicago Partners Investment Group LLC | 15,354 | $27.5K | 0.00% | −621−3.9% | Reduced |
| Ancora Advisors, LLC | 12,060 | $27.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,600 | $26.2K | 0.00% | −98,118−89.4% | Reduced |
| Janney Montgomery Scott LLC | 11,633 | $26.0K | 0.00% | −13,959−54.5% | Reduced |
| Wealthfront Advisers LLC | 11,228 | $25.4K | 0.00% | −2,158,725−99.5% | Reduced |
| M&G Investment Management Ltd | 12,638 | $25.3K | 0.00% | −824,976−98.5% | Reduced |
| Equitable Holdings, Inc. | 11,106 | $25.1K | 0.00% | +11,106 | New |
| Avidian Wealth Solutions, LLC | 10,955 | $24.8K | 0.00% | −10.0% | Reduced |
| BDO Wealth Advisors, LLC | 10,928 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,841 | $24.5K | 0.00% | +10,841 | 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 |
| Keystone Financial Group | 10,749 | $24.3K | 0.00% | +10,749 | New |
| Kovack Advisors, Inc. | 10,722 | $24.2K | 0.00% | −1,270−10.6% | Reduced |
| Congress Wealth Management LLC | 10,613 | $24.0K | 0.00% | 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 |
| Emerald Advisors, LLC | 10,415 | $23.5K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 10,315 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hongkou Capital LP | 10,085 | $22.8K | 0.07% | +10,085 | New |
| Lazard Asset Management LLC | 9,756 | $21.0K | 0.00% | +9,503+3,756.1% | Added |
| AdvisorNet Financial, Inc | 9,088 | $20.5K | 0.00% | −501−5.2% | 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 |
| Parkside Financial Bank & Trust | 7,233 | $16.3K | 0.00% | −3,318−31.4% | Reduced |
| Global Retirement Partners, LLC | 7,068 | $16.0K | 0.00% | −30−0.4% | Reduced |
| Spire Wealth Management | 6,782 | $15.3K | 0.00% | +2,000+41.8% | Added |
| Cullen/Frost Bankers, Inc. | 6,686 | $15.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,907 | $13.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,747 | $13.0K | 0.00% | −5,132−47.2% | Reduced |
| Creative Financial Designs Inc | 5,135 | $11.6K | 0.00% | +1,434+38.7% | Added |
| Financial Perspectives, Inc | 4,537 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,531 | $10.2K | 0.00% | +897+24.7% | Added |
| Front Row Advisors LLC | 4,241 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,260 | $9.63K | 0.00% | −1,101−20.5% | Reduced |
| Concord Wealth Partners | 4,000 | $9.04K | 0.00% | −23−0.6% | Reduced |
| Spotlight Asset Group, Inc. | 3,330 | $7.53K | 0.01% | +3,330 | New |
| Federation des caisses Desjardins du Quebec | 3,257 | $7.36K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,183 | $7.19K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $6.78K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $6.75K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,986 | $6.75K | 0.00% | 00.0% | Unchanged |