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 |
|---|---|---|---|---|---|
| Harvest Management LLC | 12,540 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,175 | $17.3K | 0.00% | −996−7.6% | Reduced |
| NorthRock Partners, LLC | 12,111 | $17.2K | 0.00% | −4,510−27.1% | Reduced |
| Ancora Advisors, LLC | 12,060 | $17.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,900 | $16.9K | 0.00% | −345−2.8% | Reduced |
| Congress Wealth Management LLC | 11,663 | $16.6K | 0.00% | +1,050+9.9% | Added |
| Tradition Wealth Management, LLC | 11,564 | $16.0K | 0.00% | −2,555−18.1% | Reduced |
| Avidian Wealth Solutions, LLC | 11,255 | $16.0K | 0.00% | +300+2.7% | Added |
| Quadrant Private Wealth Management, LLC | 11,120 | $15.8K | 0.01% | −7,600−40.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,949 | $15.5K | 0.00% | −235,791−95.6% | Reduced |
| Equitable Holdings, Inc. | 10,872 | $15.4K | 0.00% | −234−2.1% | Reduced |
| Humankind Investments LLC | 10,845 | $15.4K | 0.01% | +10,845 | New |
| Slocum, Gordon & Co LLP | 10,827 | $15.4K | 0.01% | −2,000−15.6% | Reduced |
| Vident Advisory, LLC | 10,564 | $15.0K | 0.00% | +10,564 | New |
| Cigna Investments Inc | 10,936 | $15.0K | 0.00% | −1,297−10.6% | Reduced |
| Wetherby Asset Management Inc | 10,507 | $14.9K | 0.00% | −40,491−79.4% | Reduced |
| Emerald Advisors, LLC | 10,415 | $14.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,373 | $14.7K | 0.00% | −8,250−44.3% | Reduced |
| XML Financial, LLC | 10,315 | $14.6K | 0.00% | 00.0% | Unchanged |
| Hongkou Capital LP | 10,085 | $14.3K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,019 | $14.2K | 0.00% | −8,301−45.3% | Reduced |
| Cresset Asset Management, LLC | 10,011 | $14.2K | 0.00% | −13,861−58.1% | Reduced |
| King Luther Capital Management Corp | 10,000 | $14.2K | 0.00% | −10,000−50.0% | Reduced |
| AdvisorNet Financial, Inc | 9,862 | $14.0K | 0.00% | +774+8.5% | Added |
| 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 |
| NBC Securities, Inc. | 9,737 | $13.0K | 0.00% | +9,737 | New |
| Fifth Third Bancorp | 8,019 | $11.4K | 0.00% | −3,581−30.9% | Reduced |
| Strategic Investment Solutions, Inc. | 5,922 | $10.0K | 0.00% | +5,828+6,200.0% | Added |
| AlphaMark Advisors, LLC | 6,850 | $10.0K | 0.00% | +6,850 | New |
| Impact Partnership Wealth, LLC | 6,890 | $9.78K | 0.00% | −208,959−96.8% | Reduced |
| Spire Wealth Management | 6,782 | $9.63K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,781 | $9.63K | 0.00% | −48,352−87.7% | Reduced |
| Global Retirement Partners, LLC | 6,529 | $8.75K | 0.00% | −539−7.6% | Reduced |
| Creative Financial Designs Inc | 5,135 | $7.29K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,901 | $6.96K | 0.00% | −846−14.7% | Reduced |
| GHP Investment Advisors, Inc. | 5,085 | $6.71K | 0.00% | +5,016+7,269.6% | Added |
| Retirement Group, LLC | 16 | $6.17K | 0.00% | −28−63.6% | Reduced |
| Harbour Investments, Inc. | 4,260 | $6.05K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,016 | $5.70K | 0.00% | +16+0.4% | Added |
| GWM Advisors LLC | 3,689 | $5.24K | 0.00% | +1,039+39.2% | Added |
| Spotlight Asset Group, Inc. | 3,330 | $4.73K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,257 | $4.63K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $4.51K | 0.00% | +3,174 | New |
| Bokf, NA | 2,986 | $4.36K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $4.26K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $4.23K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,976 | $4.23K | 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 |
| Cypress Capital Management LLC (WY) | 2,814 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,705 | $3.84K | 0.00% | +2,705 | New |
| Beacon Capital Management, LLC | 1,693 | $3.83K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,657 | $3.77K | 0.00% | −1,584−37.3% | Reduced |
| Financial Perspectives, Inc | 2,543 | $3.61K | 0.00% | −1,994−43.9% | Reduced |
| Blume Capital Management, Inc. | 2,500 | $3.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,474 | $3.51K | 0.00% | +1,288+108.6% | Added |
| WFA Asset Management Corp | 2,444 | $3.47K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $3.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,231 | $3.17K | 0.00% | −15,098−87.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,171 | $3.08K | 0.00% | +50+2.4% | Added |
| Rocky Mountain Advisers, LLC | 1,910 | $2.71K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,962 | $2.71K | 0.00% | +1,497+321.9% | Added |
| PFS Partners, LLC | 1,876 | $2.66K | 0.00% | −375−16.7% | Reduced |
| IFP Advisors, Inc | 1,807 | $2.56K | 0.00% | −4,654−72.0% | Reduced |
| IMA Wealth, Inc. | 1,791 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $2.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,552 | $2.40K | 0.00% | −265−14.6% | Reduced |
| Sunbelt Securities, Inc. | 1,652 | $2.35K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,651 | $2.34K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,639 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,608 | $2.28K | 0.00% | −24,035−93.7% | Reduced |
| Community Bank, N.A. | 1,614 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,586 | $2.25K | 0.00% | −5,100−76.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,580 | $2.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,442 | $2.05K | 0.00% | −89−5.8% | Reduced |
| Crewe Advisors LLC | 1,412 | $2.01K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,438 | $2.00K | 0.00% | −203−12.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,333 | $1.89K | 0.00% | +800+150.1% | Added |
| Quent Capital, LLC | 1,211 | $1.72K | 0.00% | −1,972−62.0% | Reduced |
| Provenance Wealth Advisors, LLC | 1,200 | $1.70K | 0.00% | +1,200 | New |
| Proequities, Inc. | 1,116 | $1.58K | 0.00% | −12,426−91.8% | Reduced |
| Salem Investment Counselors Inc | 1,101 | $1.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $1.51K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,064 | $1.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,016 | $1.44K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $1.42K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $1.39K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 896 | $1.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $1.25K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 876 | $1.24K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 863 | $1.23K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 836 | $1.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 820 | $1.16K | 0.00% | −321−28.1% | Reduced |
| Financial Avengers, Inc. | 717 | $1.02K | 0.00% | 00.0% | Unchanged |
| 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 |
| Macroview Investment Management LLC | 648 | $921 | 0.00% | +648 | New |