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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 12,111 | $17.2K | 0.00% | −4,510−27.1% | Reduced |
| Ballentine Partners, LLC | 12,175 | $17.3K | 0.00% | −996−7.6% | Reduced |
| Harvest Management LLC | 12,540 | $17.8K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,624 | $17.9K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12,778 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,795 | $18.2K | 0.00% | −5,605−30.5% | Reduced |
| Sigma Planning Corp | 12,943 | $18.4K | 0.00% | −13,385−50.8% | Reduced |
| Invst, LLC | 13,001 | $18.5K | 0.00% | −3,000−18.7% | Reduced |
| Brinker Capital Investments, LLC | 13,048 | $18.5K | 0.00% | +2,605+24.9% | Added |
| Orion Portfolio Solutions, LLC | 13,048 | $18.5K | 0.00% | +2,605+24.9% | Added |
| HB Wealth Management, LLC | 13,323 | $18.9K | 0.00% | +13,323 | New |
| TownSquare Capital, LLC | 13,608 | $19.3K | 0.00% | +13,608 | New |
| Chiron Capital Management, LLC | 13,700 | $19.5K | 0.02% | −17,100−55.5% | Reduced |
| Tocqueville Asset Management L.P. | 14,000 | $19.9K | 0.00% | −4,148−22.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 14,224 | $20.2K | 0.01% | −131−0.9% | Reduced |
| Glenmede Trust Co NA | 14,301 | $20.3K | 0.00% | −62,373−81.3% | Reduced |
| Guardian Capital LP | 14,428 | $20.5K | 0.00% | +14,428 | New |
| MAI Capital Management | 14,610 | $20.7K | 0.00% | +574+4.1% | Added |
| Arkadios Wealth Advisors | 14,653 | $20.8K | 0.00% | +14,653 | New |
| ORG Partners LLC | 14,660 | $20.8K | 0.01% | −100−0.7% | Reduced |
| BFSG, LLC | 14,693 | $21.0K | 0.00% | +14,693 | New |
| Chicago Partners Investment Group LLC | 16,169 | $21.0K | 0.00% | +815+5.3% | Added |
| Mather Group, LLC. | 14,845 | $21.1K | 0.00% | +14,845 | New |
| Deseret Mutual Benefit Administrators | 14,892 | $21.1K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 14,940 | $21.2K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,097 | $21.4K | 0.00% | −1,622−9.7% | Reduced |
| Lincoln National Corp | 15,181 | $21.6K | 0.00% | −2,180−12.6% | Reduced |
| Qube Research & Technologies Ltd | 15,935 | $22.6K | 0.00% | −5,854,124−99.7% | Reduced |
| Huntington National Bank | 16,102 | $22.9K | 0.00% | −434−2.6% | Reduced |
| Cetera Advisors LLC | 16,503 | $23.4K | 0.00% | −5,080−23.5% | Reduced |
| Wellington Shields & Co., LLC | 17,111 | $24.3K | 0.01% | −2,310−11.9% | Reduced |
| Allworth Financial LP | 17,153 | $24.4K | 0.00% | +4,436+34.9% | Added |
| Independent Financial Group, LLC | 18,238 | $25.9K | 0.00% | −3,385−15.7% | Reduced |
| Stratos Wealth Partners, LTD. | 18,504 | $26.3K | 0.00% | −374−2.0% | Reduced |
| Capula Management Ltd | 18,685 | $26.5K | 0.00% | −227,215−92.4% | Reduced |
| Avantax Advisory Services, Inc. | 18,913 | $26.9K | 0.00% | −2,792−12.9% | Reduced |
| Portland Investment Counsel Inc. | 19,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 19,761 | $28.1K | 0.03% | +500+2.6% | Added |
| National Asset Management, Inc. | 19,849 | $28.2K | 0.00% | +2,326+13.3% | Added |
| Quantum Private Wealth, LLC | 20,000 | $28.4K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,113 | $28.6K | 0.00% | −3,600−15.2% | Reduced |
| Wedbush Securities Inc | 20,634 | $29.0K | 0.00% | −1,713−7.7% | Reduced |
| Lazard Asset Management LLC | 21,023 | $29.0K | 0.00% | +11,267+115.5% | Added |
| Carolina Wealth Advisors, LLC | 20,678 | $29.4K | 0.02% | −992−4.6% | Reduced |
| Chelsea Counsel Co | 21,000 | $29.8K | 0.02% | −11,000−34.4% | Reduced |
| DekaBank Deutsche Girozentrale | 20,832 | $30.0K | 0.00% | +20,832 | New |
| Cerity Partners LLC | 21,150 | $30.0K | 0.00% | −25,271−54.4% | Reduced |
| Drive Wealth Management, LLC | 21,478 | $30.5K | 0.01% | −9,266−30.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,488 | $30.5K | 0.00% | −1,813−7.8% | Reduced |
| Acadian Asset Management LLC | 22,129 | $31.0K | 0.00% | −1,478,549−98.5% | Reduced |
| Compagnie Lombard Odier SCmA | 22,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 22,116 | $31.4K | 0.00% | −596,377−96.4% | Reduced |
| Forum Financial Management, LP | 22,195 | $31.5K | 0.00% | −392−1.7% | Reduced |
| Sage Rhino Capital LLC | 22,477 | $31.9K | 0.01% | −32,606−59.2% | Reduced |
| Quadrant Capital Group LLC | 22,495 | $31.9K | 0.00% | −2,595−10.3% | Reduced |
| Oppenheimer & Co Inc | 22,701 | $32.2K | 0.00% | −414−1.8% | Reduced |
| Covestor Ltd | 22,938 | $33.0K | 0.02% | −80,465−77.8% | Reduced |
| Gamco Investors, Inc. Et Al | 24,000 | $34.1K | 0.00% | −32,000−57.1% | Reduced |
| Zacks Investment Management | 24,295 | $34.5K | 0.00% | −13,179−35.2% | Reduced |
| Indie Asset Partners, LLC | 24,500 | $34.8K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 24,527 | $34.8K | 0.00% | +8,405+52.1% | Added |
| Pathstone Family Office, LLC | 24,303 | $35.0K | 0.00% | −21,978−47.5% | Reduced |
| Cornerstone Wealth Management, LLC | 24,625 | $35.0K | 0.00% | +2,943+13.6% | Added |
| Marathon Trading Investment Management LLC | 25,000 | $35.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25,250 | $35.9K | 0.00% | −202−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 25,355 | $36.0K | 0.00% | −5,154−16.9% | Reduced |
| Atomi Financial Group, Inc. | 25,985 | $36.9K | 0.01% | −4,775−15.5% | Reduced |
| QCM Cayman, Ltd. | 26,204 | $37.2K | 0.24% | +26,204 | New |
| Mutual Advisors, LLC | 26,684 | $37.9K | 0.00% | −6,262−19.0% | Reduced |
| Financial Advisory Service, Inc. | 26,717 | $37.9K | 0.00% | +8,401+45.9% | Added |
| Hilltop Holdings Inc. | 26,741 | $38.0K | 0.00% | +15,900+146.7% | Added |
| IHT Wealth Management, LLC | 26,888 | $38.2K | 0.00% | +26,888 | New |
| Newbridge Financial Services Group, Inc. | 27,648 | $39.3K | 0.02% | +9,000+48.3% | Added |
| SeaCrest Wealth Management, LLC | 27,883 | $39.6K | 0.01% | +3,049+12.3% | Added |
| Welch Group, LLC | 28,100 | $39.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 28,185 | $40.0K | 0.00% | −94,795−77.1% | Reduced |
| First Manhattan Co | 28,374 | $40.3K | 0.00% | −1,650−5.5% | Reduced |
| LMG Wealth Partners, LLC | 28,454 | $40.4K | 0.01% | −282−1.0% | Reduced |
| Walleye Capital LLC | 28,620 | $40.6K | 0.00% | +28,620 | New |
| Meeder Advisory Services, Inc. | 30,350 | $43.1K | 0.01% | −6,193−16.9% | Reduced |
| Veriti Management LLC | 30,382 | $43.1K | 0.00% | −44,725−59.5% | Reduced |
| Diligent Investors, LLC | 30,600 | $43.5K | 0.01% | −1,950−6.0% | Reduced |
| Dark Forest Capital Management LP | 30,612 | $43.5K | 0.00% | +30,612 | New |
| United Capital Financial Advisers, LLC | 30,629 | $43.5K | 0.00% | −1,501−4.7% | Reduced |
| Pacific Sage Partners, LLC | 31,348 | $44.5K | 0.01% | +5,000+19.0% | Added |
| AE Wealth Management LLC | 31,353 | $44.5K | 0.00% | −222,923−87.7% | Reduced |
| Brookstone Capital Management | 32,261 | $44.8K | 0.00% | −14,037−30.3% | Reduced |
| Benedetti & Gucer, Inc. | 32,384 | $46.0K | 0.03% | −1,203−3.6% | Reduced |
| Performa Ltd (US), LLC | 34,000 | $48.3K | 0.02% | +10,000+41.7% | Added |
| Fidelis Capital Partners, LLC | 34,130 | $48.5K | 0.02% | +34,130 | New |
| Vantage Consulting Group Inc | 34,374 | $48.8K | 0.03% | +4,510+15.1% | Added |
| Syntax Advisors, LLC | 34,374 | $48.8K | 0.04% | +4,510+15.1% | Added |
| Alan B. Lancz & Associates, Inc. | 34,910 | $49.6K | 0.06% | −5,300−13.2% | Reduced |
| West Bancorporation Inc | 36,400 | $51.7K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,415 | $53.1K | 0.00% | −106−0.3% | Reduced |
| Horizon Investments, LLC | 37,560 | $53.3K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 37,866 | $53.7K | 0.00% | −28,385−42.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,161 | $55.6K | 0.00% | +39,161 | New |
| Straight Path Wealth Management | 40,000 | $56.8K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 40,508 | $57.5K | 0.03% | −13,525−25.0% | Reduced |