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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 2,976 | $6.73K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,814 | $6.36K | 0.01% | +1,812+180.8% | Added |
| WealthPLAN Partners, LLC | 2,767 | $6.25K | 0.00% | −50−1.8% | Reduced |
| Retirement Group, LLC | 44 | $6.12K | 0.00% | +29+193.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,650 | $5.99K | 0.00% | −11,067−80.7% | Reduced |
| Blume Capital Management, Inc. | 2,500 | $5.65K | 0.00% | −2,500−50.0% | Reduced |
| WFA Asset Management Corp | 2,444 | $5.52K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,251 | $5.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $5.08K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,910 | $5.06K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,121 | $4.79K | 0.00% | −233−9.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,817 | $4.44K | 0.00% | +195+12.0% | Added |
| IMA Wealth, Inc. | 1,791 | $4.05K | 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 |
| Harbor Investment Advisory, LLC | 1,750 | $3.96K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,693 | $3.83K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,652 | $3.73K | 0.00% | −36−2.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,651 | $3.73K | 0.00% | −5,000−75.2% | Reduced |
| WR Wealth Planners, LLC | 1,639 | $3.70K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,614 | $3.63K | 0.00% | −75−4.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,580 | $3.57K | 0.00% | −8,781−84.8% | Reduced |
| Horan Securities, Inc. | 1,575 | $3.56K | 0.00% | −549−25.8% | Reduced |
| Hexagon Capital Partners LLC | 1,531 | $3.46K | 0.00% | −1−0.1% | Reduced |
| Wolff Wiese Magana LLC | 1,500 | $3.39K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,456 | $3.29K | 0.00% | −198−12.0% | Reduced |
| Crewe Advisors LLC | 1,412 | $3.19K | 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,206 | $2.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,186 | $2.68K | 0.00% | −8,809−88.1% | Reduced |
| Farther Finance Advisors, LLC | 1,141 | $2.58K | 0.00% | +34+3.1% | Added |
| Salem Investment Counselors Inc | 1,101 | $2.49K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $2.41K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,064 | $2.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,044 | $2.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,016 | $2.30K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Pacific Financial | 978 | $2.21K | 0.00% | +978 | New |
| Gradient Investments LLC | 896 | $2.02K | 0.00% | −928−50.9% | Reduced |
| Cutler Group LP | 910 | $2.00K | 0.00% | −614−40.3% | Reduced |
| Centerpoint Advisors, LLC | 775 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 876 | $1.98K | 0.00% | +876 | New |
| Coppell Advisory Solutions LLC | 885 | $1.97K | 0.00% | +885 | New |
| Global Wealth Strategies & Associates | 863 | $1.95K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 836 | $1.89K | 0.00% | −98−10.5% | Reduced |
| Prestige Wealth Management Group LLC | 832 | $1.88K | 0.00% | −114−12.1% | Reduced |
| Financial Avengers, Inc. | 717 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 673 | $1.52K | 0.00% | −137−16.9% | Reduced |
| Farmers & Merchants Investments Inc | 658 | $1.49K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 600 | $1.35K | 0.00% | −300−33.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 581 | $1.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $1.21K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 520 | $1.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 516 | $1.17K | 0.00% | +516 | New |
| Baystate Wealth Management LLC | 514 | $1.16K | 0.00% | −5−1.0% | Reduced |
| Earnest Partners LLC | 505 | $1.14K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 502 | $1.14K | 0.00% | −190−27.5% | Reduced |
| Kozak & Associates, Inc. | 499 | $1.12K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 474 | $1.07K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 465 | $1.05K | 0.00% | −3,340−87.8% | Reduced |
| JFS Wealth Advisors, LLC | 451 | $1.02K | 0.00% | −480−51.6% | Reduced |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | −41−7.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 369 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 430 | $972 | 0.00% | −2,438−85.0% | Reduced |
| McIlrath & Eck, LLC | 429 | $970 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 415 | $938 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $904 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 373 | $843 | 0.00% | −3,008−89.0% | Reduced |
| Abound Wealth Management | 366 | $828 | 0.00% | +366 | New |
| FinTrust Capital Advisors, LLC | 157 | $820 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 330 | $746 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 317 | $716 | 0.00% | 00.0% | Unchanged |
| First Command Bank | 302 | $682 | 0.00% | +302 | New |
| First Command Financial Services, Inc. | 302 | $682 | 0.00% | +302 | New |
| Iron Horse Wealth Management, LLC | 300 | $678 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 277 | $627 | 0.00% | +106+62.0% | Added |
| Baker Avenue Asset Management, LP | 260 | $588 | 0.00% | −713−73.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 257 | $581 | 0.00% | −16−5.9% | Reduced |
| Umb Bank N A | 252 | $570 | 0.00% | −5,957−95.9% | Reduced |
| Cape Investment Advisory, Inc. | 233 | $527 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $522 | 0.00% | – | – |
| Pacific Center for Financial Services | 201 | $455 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 198 | $448 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 197 | $445 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 192 | $435 | 0.00% | −536−73.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 192 | $434 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 192 | $434 | 0.00% | +2+1.1% | Added |
| SRS Capital Advisors, Inc. | 188 | $426 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 181 | $409 | 0.00% | −4,028−95.7% | Reduced |
| Global Trust Asset Management, LLC | 180 | $407 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 175 | $395 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 142 | $321 | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 126 | $285 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 117 | $264 | 0.00% | −4,757−97.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 116 | $262 | 0.00% | +116 | New |