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, Q3 2023
Institutional positions in Lumen Technologies, Inc. as of Sep 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
- 505
- −43 vs. Q2 2023
- Shares held
- 669.8M
- −41.3M (−5.8%) vs. Q2 2023
- Total value
- $951.8M
- −$656.6M (−40.8%) vs. Q2 2023
- New holders
- 50
- 116 more added
- Sold out
- 93
- 195 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 600 | $846 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 600 | $852 | 0.00% | −137,177−99.6% | Reduced |
| Geneos Wealth Management Inc. | 602 | $855 | 0.00% | −442−42.3% | Reduced |
| Macroview Investment Management LLC | 648 | $921 | 0.00% | +648 | New |
| Capital Advisors, Ltd. LLC | 454 | $1.00K | 0.00% | −1,226−73.0% | Reduced |
| Centerpoint Advisors, LLC | 775 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 900 | $1.00K | 0.00% | +900 | New |
| Financial Avengers, Inc. | 717 | $1.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 820 | $1.16K | 0.00% | −321−28.1% | Reduced |
| ING Groep NV | 836 | $1.19K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 863 | $1.23K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 876 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $1.25K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 896 | $1.27K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $1.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $1.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,016 | $1.44K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,064 | $1.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $1.51K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $1.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,116 | $1.58K | 0.00% | −12,426−91.8% | Reduced |
| Provenance Wealth Advisors, LLC | 1,200 | $1.70K | 0.00% | +1,200 | New |
| Quent Capital, LLC | 1,211 | $1.72K | 0.00% | −1,972−62.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1,333 | $1.89K | 0.00% | +800+150.1% | Added |
| TSFG, LLC | 1,438 | $2.00K | 0.00% | −203−12.4% | Reduced |
| Crewe Advisors LLC | 1,412 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,442 | $2.05K | 0.00% | −89−5.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,580 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,586 | $2.25K | 0.00% | −5,100−76.3% | Reduced |
| Community Bank, N.A. | 1,614 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,608 | $2.28K | 0.00% | −24,035−93.7% | Reduced |
| WR Wealth Planners, LLC | 1,639 | $2.33K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,651 | $2.34K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,652 | $2.35K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,552 | $2.40K | 0.00% | −265−14.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,750 | $2.48K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $2.54K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,807 | $2.56K | 0.00% | −4,654−72.0% | Reduced |
| PFS Partners, LLC | 1,876 | $2.66K | 0.00% | −375−16.7% | Reduced |
| National Bank of Canada | 1,962 | $2.71K | 0.00% | +1,497+321.9% | Added |
| Rocky Mountain Advisers, LLC | 1,910 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,171 | $3.08K | 0.00% | +50+2.4% | Added |
| Versant Capital Management, Inc | 2,231 | $3.17K | 0.00% | −15,098−87.1% | Reduced |
| Venturi Wealth Management, LLC | 2,245 | $3.19K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,444 | $3.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,474 | $3.51K | 0.00% | +1,288+108.6% | Added |
| Blume Capital Management, Inc. | 2,500 | $3.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,543 | $3.61K | 0.00% | −1,994−43.9% | Reduced |
| Front Row Advisors LLC | 2,657 | $3.77K | 0.00% | −1,584−37.3% | Reduced |
| Beacon Capital Management, LLC | 1,693 | $3.83K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,705 | $3.84K | 0.00% | +2,705 | New |
| Cypress Capital Management LLC (WY) | 2,814 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,193 | $4.00K | 0.00% | +2,283+250.9% | Added |
| Plante Moran Financial Advisors, LLC | 2,976 | $4.23K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $4.23K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,986 | $4.36K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $4.51K | 0.00% | +3,174 | New |
| Federation des caisses Desjardins du Quebec | 3,257 | $4.63K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,330 | $4.73K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,689 | $5.24K | 0.00% | +1,039+39.2% | Added |
| Concord Wealth Partners | 4,016 | $5.70K | 0.00% | +16+0.4% | Added |
| Harbour Investments, Inc. | 4,260 | $6.05K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $6.17K | 0.00% | −28−63.6% | Reduced |
| GHP Investment Advisors, Inc. | 5,085 | $6.71K | 0.00% | +5,016+7,269.6% | Added |
| Lindbrook Capital, LLC | 4,901 | $6.96K | 0.00% | −846−14.7% | Reduced |
| Creative Financial Designs Inc | 5,135 | $7.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,529 | $8.75K | 0.00% | −539−7.6% | Reduced |
| US Bancorp | 6,781 | $9.63K | 0.00% | −48,352−87.7% | Reduced |
| Spire Wealth Management | 6,782 | $9.63K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,890 | $9.78K | 0.00% | −208,959−96.8% | Reduced |
| AlphaMark Advisors, LLC | 6,850 | $10.0K | 0.00% | +6,850 | New |
| Strategic Investment Solutions, Inc. | 5,922 | $10.0K | 0.00% | +5,828+6,200.0% | Added |
| Fifth Third Bancorp | 8,019 | $11.4K | 0.00% | −3,581−30.9% | Reduced |
| NBC Securities, Inc. | 9,737 | $13.0K | 0.00% | +9,737 | New |
| CWM, LLC | 9,747 | $14.0K | 0.00% | −8,503−46.6% | Reduced |
| Ci Investments Inc. | 9,765 | $14.0K | 0.00% | +2,077+27.0% | Added |
| AdvisorNet Financial, Inc | 9,862 | $14.0K | 0.00% | +774+8.5% | Added |
| King Luther Capital Management Corp | 10,000 | $14.2K | 0.00% | −10,000−50.0% | Reduced |
| Cresset Asset Management, LLC | 10,011 | $14.2K | 0.00% | −13,861−58.1% | Reduced |
| Parallel Advisors, LLC | 10,019 | $14.2K | 0.00% | −8,301−45.3% | Reduced |
| Hongkou Capital LP | 10,085 | $14.3K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 10,315 | $14.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,373 | $14.7K | 0.00% | −8,250−44.3% | Reduced |
| Emerald Advisors, LLC | 10,415 | $14.8K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,507 | $14.9K | 0.00% | −40,491−79.4% | Reduced |
| Cigna Investments Inc | 10,936 | $15.0K | 0.00% | −1,297−10.6% | Reduced |
| Vident Advisory, LLC | 10,564 | $15.0K | 0.00% | +10,564 | New |
| Slocum, Gordon & Co LLP | 10,827 | $15.4K | 0.01% | −2,000−15.6% | Reduced |
| Humankind Investments LLC | 10,845 | $15.4K | 0.01% | +10,845 | New |
| Equitable Holdings, Inc. | 10,872 | $15.4K | 0.00% | −234−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,949 | $15.5K | 0.00% | −235,791−95.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,120 | $15.8K | 0.01% | −7,600−40.6% | Reduced |
| Avidian Wealth Solutions, LLC | 11,255 | $16.0K | 0.00% | +300+2.7% | Added |
| Tradition Wealth Management, LLC | 11,564 | $16.0K | 0.00% | −2,555−18.1% | Reduced |
| Congress Wealth Management LLC | 11,663 | $16.6K | 0.00% | +1,050+9.9% | Added |
| Merit Financial Group, LLC | 11,900 | $16.9K | 0.00% | −345−2.8% | Reduced |
| Ancora Advisors, LLC | 12,060 | $17.1K | 0.00% | 00.0% | Unchanged |