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 | 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, 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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 281,508 | $399.7K | 0.00% | −47,645−14.5% | Reduced |
| LPL Financial LLC | 281,412 | $399.6K | 0.00% | −38,515−12.0% | Reduced |
| Envestnet Asset Management Inc | 275,753 | $391.6K | 0.00% | +56,467+25.8% | Added |
| Advisor Group Holdings, Inc. | 274,051 | $389.1K | 0.00% | +15,572+6.0% | Added |
| HighTower Advisors, LLC | 285,238 | $385.0K | 0.00% | −47,655−14.3% | Reduced |
| UBS Group AG | 250,038 | $355.1K | 0.00% | −628,916−71.6% | Reduced |
| Gifford Fong Associates | 250,000 | $355.0K | 0.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 244,670 | $347.4K | 0.00% | +107,680+78.6% | Added |
| Versor Investments LP | 243,400 | $345.6K | 0.07% | +44,300+22.3% | Added |
| Black Swift Group, LLC | 240,000 | $340.8K | 0.11% | +10,000+4.3% | Added |
| Guggenheim Capital LLC | 233,743 | $331.9K | 0.00% | −47,341−16.8% | Reduced |
| Truist Financial Corp | 230,921 | $327.9K | 0.00% | +57,171+32.9% | Added |
| Teachers Retirement System of the State of Kentucky | 225,169 | $320.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 215,684 | $306.3K | 0.01% | −6,521−2.9% | Reduced |
| Triumph Capital Management | 212,543 | $301.8K | 0.14% | +55,968+35.7% | Added |
| Beck Mack & Oliver LLC | 212,323 | $301.5K | 0.01% | −1,988,928−90.4% | Reduced |
| Point72 Middle East FZE | 211,585 | $300.5K | 0.02% | +127,238+150.9% | Added |
| Bridgeway Capital Management, LLC | 210,000 | $298.2K | 0.01% | −404,250−65.8% | Reduced |
| FIL Ltd | 204,017 | $289.7K | 0.00% | +97,093+90.8% | Added |
| ExodusPoint Capital Management, LP | 182,228 | $259.0K | 0.00% | +182,228 | New |
| Captrust Financial Advisors | 180,990 | $257.0K | 0.00% | +10,684+6.3% | Added |
| Mutual of America Capital Management LLC | 176,658 | $250.9K | 0.00% | −3,802−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,227 | $250.2K | 0.00% | +26,907+18.0% | Added |
| Victory Capital Management Inc | 174,289 | $247.5K | 0.00% | −203,924−53.9% | Reduced |
| Gabelli Funds LLC | 174,000 | $247.1K | 0.00% | −552,000−76.0% | Reduced |
| ProShare Advisors LLC | 168,827 | $239.7K | 0.00% | +2,195+1.3% | Added |
| Two Sigma Securities, LLC | 168,091 | $238.7K | 0.01% | −89,936−34.9% | Reduced |
| Squarepoint Ops LLC | 164,253 | $233.2K | 0.00% | −375,736−69.6% | Reduced |
| Bailard, Inc. | 162,415 | $230.6K | 0.01% | +25,457+18.6% | Added |
| Federated Hermes, Inc. | 160,067 | $227.3K | 0.00% | −19,602−10.9% | Reduced |
| Macquarie Group Ltd | 150,400 | $214.0K | 0.00% | −10,272−6.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 149,190 | $211.8K | 0.10% | +58,081+63.7% | Added |
| The PNC Financial Services Group, Inc. | 148,595 | $211.0K | 0.00% | −43,010−22.4% | Reduced |
| Nations Financial Group Inc, | 144,779 | $205.6K | 0.02% | −179,000−55.3% | Reduced |
| Green Square Capital Advisors LLC | 133,887 | $190.1K | 0.03% | −33,900−20.2% | Reduced |
| Cetera Advisor Networks LLC | 130,911 | $185.9K | 0.00% | −7,586−5.5% | Reduced |
| Man Group plc | – | $185.8K | 0.00% | – | – |
| GTS Securities LLC | 119,038 | $169.0K | 0.00% | −114,736−49.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 119,250 | $169.0K | 0.00% | −4,503−3.6% | Reduced |
| STRS Ohio | 119,200 | $169.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 120,578 | $168.2K | 0.00% | +56,266+87.5% | Added |
| Amundi | 127,440 | $168.2K | 0.00% | +10,287+8.8% | Added |
| XTX Topco Ltd | 116,394 | $165.3K | 0.03% | +116,394 | New |
| Public Employees Retirement Association of Colorado | 116,108 | $165.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 111,238 | $158.0K | 0.00% | +111,238 | New |
| Handelsbanken Fonder AB | 110,700 | $157.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 109,752 | $155.8K | 0.00% | −7,215−6.2% | Reduced |
| Virtus ETF Advisers LLC | 107,340 | $152.4K | 0.09% | +19,559+22.3% | Added |
| Mariner, LLC | 105,665 | $150.0K | 0.00% | +14,314+15.7% | Added |
| CIBC Asset Management Inc | 104,511 | $148.4K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 103,150 | $146.5K | 0.00% | −384,142−78.8% | Reduced |
| Ameritas Investment Partners, Inc. | 100,196 | $142.3K | 0.01% | +16,919+20.3% | Added |
| Hudson Bay Capital Management LP | 100,000 | $142.0K | 0.00% | +100,000 | New |
| Bank of Montreal | 89,498 | $137.8K | 0.00% | −71,048−44.3% | Reduced |
| AQR Capital Management LLC | 95,967 | $136.3K | 0.00% | +8,559+9.8% | Added |
| Capstone Financial Advisors, Inc. | 95,046 | $135.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 93,822 | $133.2K | 0.00% | −4,784−4.9% | Reduced |
| Everence Capital Management Inc | 92,910 | $132.0K | 0.01% | +50,690+120.1% | Added |
| Russell Investments Group, Ltd. | 91,787 | $130.8K | 0.00% | −857,936−90.3% | Reduced |
| Wellington Management Group LLP | 85,648 | $121.6K | 0.00% | −80,976−48.6% | Reduced |
| International Assets Investment Management, LLC | 86,915 | $120.8K | 0.02% | +6,464+8.0% | Added |
| Range Financial Group LLC | 83,936 | $119.2K | 0.08% | +83,936 | New |
| Nomura Asset Management Co Ltd | 81,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 77,480 | $110.0K | 0.00% | +1,723+2.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 72,708 | $107.0K | 0.00% | −9,340−11.4% | Reduced |
| Jupiter Asset Management Ltd | 73,845 | $104.9K | 0.00% | −559,208−88.3% | Reduced |
| Cetera Investment Advisers | 71,763 | $101.9K | 0.00% | −6,997−8.9% | Reduced |
| Arcataur Capital Management LLC | 70,117 | $99.6K | 0.04% | +14,583+26.3% | Added |
| Legacy Financial Advisors, Inc. | 68,966 | $97.9K | 0.02% | +68,966 | New |
| Brevan Howard Capital Management LP | 68,864 | $97.8K | 0.03% | +68,864 | New |
| Ethic Inc. | 66,090 | $93.8K | 0.00% | −68,560−50.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,256 | $92.7K | 0.00% | −17,609−21.3% | Reduced |
| CI Private Wealth, LLC | 63,848 | $90.7K | 0.00% | −134,513−67.8% | Reduced |
| Xponance, Inc. | 62,560 | $88.8K | 0.00% | +552+0.9% | Added |
| Blair William & Co | 62,171 | $88.3K | 0.00% | +62,171 | New |
| SEI Investments Co | 60,389 | $85.8K | 0.00% | −38,786−39.1% | Reduced |
| Mackenzie Financial Corp | 64,350 | $84.3K | 0.00% | −280,921−81.4% | Reduced |
| Diversified Trust Co | 59,259 | $84.1K | 0.00% | −13,812−18.9% | Reduced |
| Metropolitan Life Insurance Co | 57,981 | $82.3K | 0.00% | +2,940+5.3% | Added |
| Mercer Global Advisors Inc | 57,171 | $81.0K | 0.00% | −9,682−14.5% | Reduced |
| Profund Advisors LLC | 57,020 | $81.0K | 0.00% | −2,496−4.2% | Reduced |
| Kestra Advisory Services, LLC | 56,451 | $80.2K | 0.00% | −7,150−11.2% | Reduced |
| MML Investors Services, LLC | 55,587 | $79.0K | 0.00% | −21,079−27.5% | Reduced |
| Ronald Blue Trust, Inc. | 34,827 | $79.0K | 0.00% | −170−0.5% | Reduced |
| Banque Cantonale Vaudoise | 54,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 54,825 | $76.5K | 0.04% | −275−0.5% | Reduced |
| Argent Advisors, Inc. | 53,190 | $75.5K | 0.03% | +1,766+3.4% | Added |
| Resurgent Financial Advisors LLC | 53,000 | $75.3K | 0.05% | +34,500+186.5% | Added |
| Shelton Capital Management | 52,497 | $74.5K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 49,602 | $70.4K | 0.00% | −54,067−52.2% | Reduced |
| Leonteq Securities AG | 47,492 | $67.4K | 0.01% | −58,330−55.1% | Reduced |
| Commerce Bank | 47,154 | $67.0K | 0.00% | +1,526+3.3% | Added |
| Meeder Asset Management Inc | 46,601 | $66.2K | 0.01% | −769−1.6% | Reduced |
| Neuberger Berman Group LLC | 46,207 | $65.6K | 0.00% | +33,966+277.5% | Added |
| Evergreen Capital Management LLC | 45,626 | $64.8K | 0.00% | −13,684−23.1% | Reduced |
| Los Angeles Capital Management LLC | 45,486 | $64.6K | 0.00% | −21,672−32.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,182 | $64.2K | 0.00% | +817+1.8% | Added |
| Norges Bank | 45,161 | $64.1K | 0.00% | −6,952,486−99.4% | Reduced |
| Atlas Brown,Inc. | 43,121 | $61.2K | 0.03% | 00.0% | Unchanged |
| Belvedere Trading LLC | 42,848 | $60.8K | 0.01% | +42,848 | New |