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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 42,735 | $60.7K | 0.00% | +42,735 | New |
| Aigen Investment Management, LP | 41,702 | $59.2K | 0.01% | −1,896−4.3% | Reduced |
| Accurate Wealth Management, LLC | 40,684 | $57.8K | 0.02% | −410−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,508 | $57.5K | 0.03% | −13,525−25.0% | Reduced |
| Straight Path Wealth Management | 40,000 | $56.8K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 39,161 | $55.6K | 0.00% | +39,161 | New |
| M&T Bank Corp | 37,866 | $53.7K | 0.00% | −28,385−42.8% | Reduced |
| Horizon Investments, LLC | 37,560 | $53.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,415 | $53.1K | 0.00% | −106−0.3% | Reduced |
| West Bancorporation Inc | 36,400 | $51.7K | 0.04% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 34,910 | $49.6K | 0.06% | −5,300−13.2% | Reduced |
| 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 |
| Fidelis Capital Partners, LLC | 34,130 | $48.5K | 0.02% | +34,130 | New |
| Performa Ltd (US), LLC | 34,000 | $48.3K | 0.02% | +10,000+41.7% | Added |
| Benedetti & Gucer, Inc. | 32,384 | $46.0K | 0.03% | −1,203−3.6% | Reduced |
| Brookstone Capital Management | 32,261 | $44.8K | 0.00% | −14,037−30.3% | Reduced |
| AE Wealth Management LLC | 31,353 | $44.5K | 0.00% | −222,923−87.7% | Reduced |
| Pacific Sage Partners, LLC | 31,348 | $44.5K | 0.01% | +5,000+19.0% | Added |
| United Capital Financial Advisers, LLC | 30,629 | $43.5K | 0.00% | −1,501−4.7% | Reduced |
| Dark Forest Capital Management LP | 30,612 | $43.5K | 0.00% | +30,612 | New |
| Diligent Investors, LLC | 30,600 | $43.5K | 0.01% | −1,950−6.0% | Reduced |
| Veriti Management LLC | 30,382 | $43.1K | 0.00% | −44,725−59.5% | Reduced |
| Meeder Advisory Services, Inc. | 30,350 | $43.1K | 0.01% | −6,193−16.9% | Reduced |
| Walleye Capital LLC | 28,620 | $40.6K | 0.00% | +28,620 | New |
| LMG Wealth Partners, LLC | 28,454 | $40.4K | 0.01% | −282−1.0% | Reduced |
| First Manhattan Co | 28,374 | $40.3K | 0.00% | −1,650−5.5% | Reduced |
| KBC Group NV | 28,185 | $40.0K | 0.00% | −94,795−77.1% | Reduced |
| Welch Group, LLC | 28,100 | $39.9K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,883 | $39.6K | 0.01% | +3,049+12.3% | Added |
| Newbridge Financial Services Group, Inc. | 27,648 | $39.3K | 0.02% | +9,000+48.3% | Added |
| IHT Wealth Management, LLC | 26,888 | $38.2K | 0.00% | +26,888 | New |
| Hilltop Holdings Inc. | 26,741 | $38.0K | 0.00% | +15,900+146.7% | Added |
| Financial Advisory Service, Inc. | 26,717 | $37.9K | 0.00% | +8,401+45.9% | Added |
| Mutual Advisors, LLC | 26,684 | $37.9K | 0.00% | −6,262−19.0% | Reduced |
| QCM Cayman, Ltd. | 26,204 | $37.2K | 0.24% | +26,204 | New |
| Atomi Financial Group, Inc. | 25,985 | $36.9K | 0.01% | −4,775−15.5% | Reduced |
| Kestra Private Wealth Services, LLC | 25,355 | $36.0K | 0.00% | −5,154−16.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,250 | $35.9K | 0.00% | −202−0.8% | Reduced |
| Marathon Trading Investment Management LLC | 25,000 | $35.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 24,625 | $35.0K | 0.00% | +2,943+13.6% | Added |
| Pathstone Family Office, LLC | 24,303 | $35.0K | 0.00% | −21,978−47.5% | Reduced |
| Belpointe Asset Management LLC | 24,527 | $34.8K | 0.00% | +8,405+52.1% | Added |
| Indie Asset Partners, LLC | 24,500 | $34.8K | 0.04% | 00.0% | Unchanged |
| Zacks Investment Management | 24,295 | $34.5K | 0.00% | −13,179−35.2% | Reduced |
| Gamco Investors, Inc. Et Al | 24,000 | $34.1K | 0.00% | −32,000−57.1% | Reduced |
| Covestor Ltd | 22,938 | $33.0K | 0.02% | −80,465−77.8% | Reduced |
| Oppenheimer & Co Inc | 22,701 | $32.2K | 0.00% | −414−1.8% | Reduced |
| Quadrant Capital Group LLC | 22,495 | $31.9K | 0.00% | −2,595−10.3% | Reduced |
| Sage Rhino Capital LLC | 22,477 | $31.9K | 0.01% | −32,606−59.2% | Reduced |
| Forum Financial Management, LP | 22,195 | $31.5K | 0.00% | −392−1.7% | Reduced |
| Balyasny Asset Management LLC | 22,116 | $31.4K | 0.00% | −596,377−96.4% | Reduced |
| Compagnie Lombard Odier SCmA | 22,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 22,129 | $31.0K | 0.00% | −1,478,549−98.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,488 | $30.5K | 0.00% | −1,813−7.8% | Reduced |
| Drive Wealth Management, LLC | 21,478 | $30.5K | 0.01% | −9,266−30.1% | Reduced |
| Cerity Partners LLC | 21,150 | $30.0K | 0.00% | −25,271−54.4% | Reduced |
| DekaBank Deutsche Girozentrale | 20,832 | $30.0K | 0.00% | +20,832 | New |
| Chelsea Counsel Co | 21,000 | $29.8K | 0.02% | −11,000−34.4% | Reduced |
| Carolina Wealth Advisors, LLC | 20,678 | $29.4K | 0.02% | −992−4.6% | 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 |
| Empirical Finance, LLC | 20,113 | $28.6K | 0.00% | −3,600−15.2% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $28.4K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,849 | $28.2K | 0.00% | +2,326+13.3% | Added |
| Future Financial Wealth Managment LLC | 19,761 | $28.1K | 0.03% | +500+2.6% | Added |
| Portland Investment Counsel Inc. | 19,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,913 | $26.9K | 0.00% | −2,792−12.9% | Reduced |
| Capula Management Ltd | 18,685 | $26.5K | 0.00% | −227,215−92.4% | Reduced |
| Stratos Wealth Partners, LTD. | 18,504 | $26.3K | 0.00% | −374−2.0% | Reduced |
| Independent Financial Group, LLC | 18,238 | $25.9K | 0.00% | −3,385−15.7% | Reduced |
| Allworth Financial LP | 17,153 | $24.4K | 0.00% | +4,436+34.9% | Added |
| Wellington Shields & Co., LLC | 17,111 | $24.3K | 0.01% | −2,310−11.9% | Reduced |
| Cetera Advisors LLC | 16,503 | $23.4K | 0.00% | −5,080−23.5% | Reduced |
| Huntington National Bank | 16,102 | $22.9K | 0.00% | −434−2.6% | Reduced |
| Qube Research & Technologies Ltd | 15,935 | $22.6K | 0.00% | −5,854,124−99.7% | Reduced |
| Lincoln National Corp | 15,181 | $21.6K | 0.00% | −2,180−12.6% | Reduced |
| Integrated Wealth Concepts LLC | 15,097 | $21.4K | 0.00% | −1,622−9.7% | Reduced |
| Old National Bancorp | 14,940 | $21.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 14,892 | $21.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,845 | $21.1K | 0.00% | +14,845 | New |
| Chicago Partners Investment Group LLC | 16,169 | $21.0K | 0.00% | +815+5.3% | Added |
| BFSG, LLC | 14,693 | $21.0K | 0.00% | +14,693 | New |
| ORG Partners LLC | 14,660 | $20.8K | 0.01% | −100−0.7% | Reduced |
| Arkadios Wealth Advisors | 14,653 | $20.8K | 0.00% | +14,653 | New |
| MAI Capital Management | 14,610 | $20.7K | 0.00% | +574+4.1% | Added |
| Guardian Capital LP | 14,428 | $20.5K | 0.00% | +14,428 | New |
| Glenmede Trust Co NA | 14,301 | $20.3K | 0.00% | −62,373−81.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 14,224 | $20.2K | 0.01% | −131−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 14,000 | $19.9K | 0.00% | −4,148−22.9% | Reduced |
| Chiron Capital Management, LLC | 13,700 | $19.5K | 0.02% | −17,100−55.5% | Reduced |
| TownSquare Capital, LLC | 13,608 | $19.3K | 0.00% | +13,608 | New |
| HB Wealth Management, LLC | 13,323 | $18.9K | 0.00% | +13,323 | New |
| 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 |
| Invst, LLC | 13,001 | $18.5K | 0.00% | −3,000−18.7% | Reduced |
| Sigma Planning Corp | 12,943 | $18.4K | 0.00% | −13,385−50.8% | Reduced |
| Tower Research Capital LLC (TRC) | 12,795 | $18.2K | 0.00% | −5,605−30.5% | Reduced |
| Institutional & Family Asset Management, LLC | 12,778 | $18.1K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,624 | $17.9K | 0.00% | 00.0% | Unchanged |