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, Q4 2023
Institutional positions in Lumen Technologies, Inc. as of Dec 31, 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
- 495
- −4 vs. Q3 2023
- Shares held
- 675.0M
- +5.21M (+0.8%) vs. Q3 2023
- Total value
- $1.23B
- +$282.9M (+29.7%) vs. Q3 2023
- New holders
- 82
- 106 more added
- Sold out
- 86
- 183 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 516 | $944 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 520 | $952 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 523 | $957 | 0.00% | +419+402.9% | Added |
| SOA Wealth Advisors, LLC. | 533 | $976 | 0.00% | −800−60.0% | Reduced |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 600 | $1.09K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $1.10K | 0.00% | +600 | New |
| Macroview Investment Management LLC | 648 | $1.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 688 | $1.26K | 0.00% | +688 | New |
| Financial Avengers, Inc. | 717 | $1.31K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 749 | $1.37K | 0.00% | +610+438.8% | Added |
| Smartleaf Asset Management LLC | 750 | $1.39K | 0.00% | +750 | New |
| Hobbs Group Advisors, LLC | 782 | $1.43K | 0.00% | +782 | New |
| Quent Capital, LLC | 825 | $1.51K | 0.00% | −386−31.9% | Reduced |
| Global Wealth Strategies & Associates | 863 | $1.58K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 876 | $1.60K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $1.62K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $1.79K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $1.83K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,016 | $1.86K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,025 | $1.88K | 0.00% | +511+99.4% | Added |
| Signature Resources Capital Management, LLC | 1,051 | $1.92K | 0.00% | +1,051 | New |
| Tennessee Valley Asset Management Partners | 1,057 | $1.94K | 0.00% | +1,057 | New |
| North Star Investment Management Corp. | 1,066 | $1.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,090 | $1.99K | 0.00% | −717−39.7% | Reduced |
| NBC Securities, Inc. | 1,254 | $2.00K | 0.00% | −8,483−87.1% | Reduced |
| Salem Investment Counselors Inc | 1,101 | $2.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,116 | $2.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,207 | $2.19K | 0.00% | −345−22.2% | Reduced |
| Farther Finance Advisors, LLC | 1,227 | $2.25K | 0.00% | +407+49.6% | Added |
| POM Investment Strategies, LLC | 1,292 | $2.36K | 0.00% | +1,292 | New |
| Beacon Capital Management, LLC | 1,693 | $2.40K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,412 | $2.58K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,526 | $2.79K | 0.00% | −350−18.7% | Reduced |
| Sunbelt Securities, Inc. | 1,528 | $2.80K | 0.00% | −124−7.5% | Reduced |
| National Bank of Canada | 1,512 | $2.86K | 0.00% | −450−22.9% | Reduced |
| Founders Capital Management | 1,600 | $2.93K | 0.00% | −1,400−46.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,608 | $2.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,387 | $3.00K | 0.00% | −51−3.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,440 | $3.00K | 0.00% | +986+217.2% | Added |
| Gradient Investments LLC | 1,647 | $3.01K | 0.00% | +751+83.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,651 | $3.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $3.20K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,910 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2,000 | $3.66K | 0.00% | +2,000 | New |
| Concord Wealth Partners | 2,016 | $3.69K | 0.00% | −2,000−49.8% | Reduced |
| Truvestments Capital LLC | 2,124 | $3.89K | 0.00% | +2,124 | New |
| Main Street Group, LTD | 2,168 | $3.97K | 0.00% | +2,168 | New |
| Venturi Wealth Management, LLC | 2,245 | $4.11K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,257 | $4.13K | 0.00% | −400−15.1% | Reduced |
| Bokf, NA | 2,260 | $4.13K | 0.00% | −726−24.3% | Reduced |
| Hexagon Capital Partners LLC | 2,439 | $4.46K | 0.00% | +997+69.1% | Added |
| WFA Asset Management Corp | 2,444 | $4.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,543 | $4.65K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,330 | $4.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,715 | $4.97K | 0.00% | +241+9.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2,531 | $5.00K | 0.00% | +2,531 | New |
| Versant Capital Management, Inc | 2,756 | $5.04K | 0.00% | +525+23.5% | Added |
| Cypress Capital Management LLC (WY) | 2,814 | $5.15K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,900 | $5.31K | 0.00% | +2,000+222.2% | Added |
| Plante Moran Financial Advisors, LLC | 2,976 | $5.45K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $5.46K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,058 | $5.60K | 0.00% | −4,961−61.9% | Reduced |
| Retirement Group, LLC | 39 | $5.67K | 0.00% | +23+143.8% | Added |
| Rakuten Securities, Inc. | 3,196 | $5.85K | 0.00% | +3,196 | New |
| Federation des caisses Desjardins du Quebec | 3,257 | $5.96K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,515 | $6.43K | 0.00% | +3,515 | New |
| GWM Advisors LLC | 3,759 | $6.88K | 0.00% | +70+1.9% | Added |
| Spire Wealth Management | 5,402 | $7.13K | 0.00% | −1,380−20.3% | Reduced |
| Harbour Investments, Inc. | 3,976 | $7.28K | 0.00% | −284−6.7% | Reduced |
| GHP Investment Advisors, Inc. | 5,085 | $9.31K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 5,143 | $9.41K | 0.00% | −9,550−65.0% | Reduced |
| Global Retirement Partners, LLC | 6,179 | $9.58K | 0.00% | −350−5.4% | Reduced |
| Lindbrook Capital, LLC | 5,541 | $10.1K | 0.00% | +640+13.1% | Added |
| Impact Partnership Wealth, LLC | 6,509 | $11.9K | 0.00% | −381−5.5% | Reduced |
| Ancora Advisors, LLC | 7,060 | $12.9K | 0.00% | −5,000−41.5% | Reduced |
| AlphaMark Advisors, LLC | 6,850 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,311 | $13.4K | 0.00% | −2,708−27.0% | Reduced |
| Old Point Trust & Financial Services N A | 8,278 | $15.1K | 0.01% | +8,278 | New |
| Signaturefd, LLC | 8,626 | $15.8K | 0.00% | −1,747−16.8% | Reduced |
| AdvisorNet Financial, Inc | 8,814 | $16.1K | 0.00% | −1,048−10.6% | Reduced |
| Invst, LLC | 12,326 | $16.6K | 0.00% | −675−5.2% | Reduced |
| Chelsea Counsel Co | 10,000 | $18.3K | 0.01% | −11,000−52.4% | Reduced |
| King Luther Capital Management Corp | 10,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 10,000 | $18.3K | 0.01% | +10,000 | New |
| Equitable Holdings, Inc. | 10,110 | $18.5K | 0.00% | −762−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 10,157 | $18.6K | 0.00% | −8,347−45.1% | Reduced |
| Ci Investments Inc. | 10,310 | $19.0K | 0.00% | +545+5.6% | Added |
| CWM, LLC | 10,245 | $19.0K | 0.00% | +498+5.1% | Added |
| Drive Wealth Management, LLC | 10,459 | $19.1K | 0.01% | −11,019−51.3% | Reduced |
| Cantor Fitzgerald, L. P. | 10,573 | $19.3K | 0.00% | +10,573 | New |
| Pure Financial Advisors, Inc. | 10,661 | $19.5K | 0.00% | +10,661 | New |
| Apollon Wealth Management, LLC | 10,664 | $19.5K | 0.00% | +10,664 | New |
| Congress Wealth Management LLC | 10,739 | $19.7K | 0.00% | −924−7.9% | Reduced |
| Sawgrass Asset Management LLC | 10,748 | $19.7K | 0.00% | +10,748 | New |
| Keystone Financial Group | 10,749 | $19.7K | 0.00% | +10,749 | New |
| Slocum, Gordon & Co LLP | 10,827 | $19.8K | 0.02% | 00.0% | Unchanged |