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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 114 | $258 | 0.00% | −25−18.0% | Reduced |
| Assetmark, Inc | 104 | $235 | 0.00% | −14−11.9% | Reduced |
| Aspire Private Capital, LLC | 104 | $235 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $226 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $226 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 97 | $219 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 87 | $197 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 94 | $184 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 75 | $170 | 0.00% | +75 | New |
| Pflug Koory, LLC | 74 | $167 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 66 | $150 | 0.00% | +66 | New |
| Larson Financial Group LLC | 62 | $140 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 60 | $136 | 0.00% | +60 | New |
| GHP Investment Advisors, Inc. | 69 | $128 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 56 | $127 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $122 | 0.00% | −212−79.7% | Reduced |
| DecisionPoint Financial, LLC | 47 | $107 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $106 | 0.00% | −81−63.3% | Reduced |
| Goodman Advisory Group, LLC | 47 | $106 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 43 | $97 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 43 | $96 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $95 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 39 | $88 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 37 | $84 | 0.00% | −560−93.8% | Reduced |
| New Millennium Group LLC | 34 | $78 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $77 | 0.00% | +34 | New |
| Whittier Trust Co of Nevada Inc | 34 | $76 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $64 | 0.00% | −367−92.9% | Reduced |
| Insight Financial Services | 26 | $58 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 21 | $47 | 0.00% | +21 | New |
| Cassady Schiller Wealth Management, LLC | 20 | $45 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 19 | $43 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $41 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $40 | 0.00% | −234−92.9% | Reduced |
| Archer Investment Corp | 13 | $29 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 13 | $29 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $28 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $23 | 0.00% | +10 | New |
| Hoey Investments, Inc | 9 | $21 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $18 | 0.00% | −416−98.1% | Reduced |
| Credit Agricole S A | 6 | $14 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $11 | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 5 | $11 | 0.00% | +5 | New |
| Hollencrest Capital Management | 4 | $9 | 0.00% | −1,089−99.6% | Reduced |
| Sofos Investments, Inc. | 2 | $7 | 0.00% | +2 | New |
| IAG Wealth Partners, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $2 | 0.00% | −51−98.1% | Reduced |
| AllSquare Wealth Management LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $0 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $0 | 0.00% | −170−62.0% | Reduced |
| Winch Advisory Services, LLC | 117 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 214 | $0 | 0.00% | +214 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| IFP Advisors, Inc | 6,461 | – | – | −13,702−68.0% | Reduced |
| Quilter Plc | 5,500 | – | – | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2 | – | – | +2 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −32,090,038−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,355,750−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −2,198,347−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,929,427−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,148,028−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −703,746−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −610,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −617,945−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −511,859−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −510,794−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −440,407−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −414,335−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −410,746−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −321,300−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −318,953−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −314,794−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −298,698−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −282,271−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −232,057−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −210,786−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −210,460−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −198,458−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −177,832−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −171,495−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −165,774−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −163,151−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −118,738−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −109,666−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −102,430−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −98,004−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −93,518−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −90,174−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −85,696−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −83,239−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −74,544−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −68,764−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −66,312−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −62,100−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −60,617−100.0% | Sold out |