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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 10,936 | $20.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,090 | $20.3K | 0.00% | +11,090 | New |
| Atria Wealth Solutions, Inc. | 11,101 | $20.3K | 0.00% | +11,101 | New |
| Quadrant Private Wealth Management, LLC | 11,120 | $20.4K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,255 | $20.6K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 11,378 | $20.8K | 0.00% | −22,752−66.7% | Reduced |
| Wealthfront Advisers LLC | 11,432 | $20.9K | 0.00% | +11,432 | New |
| Lincoln National Corp | 11,505 | $21.1K | 0.00% | −3,676−24.2% | Reduced |
| Arkadios Wealth Advisors | 11,615 | $21.3K | 0.00% | −3,038−20.7% | Reduced |
| Mather Group, LLC. | 11,643 | $21.3K | 0.00% | −3,202−21.6% | Reduced |
| Abel Hall, LLC | 11,765 | $21.5K | 0.02% | +11,765 | New |
| Chicago Partners Investment Group LLC | 16,198 | $21.9K | 0.00% | +29+0.2% | Added |
| Deseret Mutual Benefit Administrators | 12,316 | $22.5K | 0.01% | −2,576−17.3% | Reduced |
| Harvest Management LLC | 12,540 | $22.9K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,624 | $23.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 12,676 | $23.2K | 0.00% | −1,934−13.2% | Reduced |
| National Asset Management, Inc. | 12,756 | $23.3K | 0.00% | −7,093−35.7% | Reduced |
| Institutional & Family Asset Management, LLC | 12,778 | $23.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,925 | $23.7K | 0.00% | −5,988−31.7% | Reduced |
| Tradition Wealth Management, LLC | 13,348 | $24.0K | 0.00% | +1,784+15.4% | Added |
| HighPoint Advisor Group LLC | 14,714 | $24.0K | 0.00% | +14,714 | New |
| Kingswood Wealth Advisors, LLC | 13,221 | $24.2K | 0.00% | +13,221 | New |
| Wexford Capital LP | 13,380 | $24.5K | 0.01% | +13,380 | New |
| Independent Financial Group, LLC | 13,588 | $24.9K | 0.00% | −4,650−25.5% | Reduced |
| StoneX Group Inc. | 13,863 | $25.4K | 0.00% | +13,863 | New |
| Humankind Investments LLC | 13,934 | $25.5K | 0.01% | +3,089+28.5% | Added |
| Strategies Wealth Advisors, LLC | 14,027 | $25.7K | 0.00% | +14,027 | New |
| TownSquare Capital, LLC | 14,064 | $25.7K | 0.00% | +456+3.4% | Added |
| Portland Investment Counsel Inc. | 14,000 | $26.0K | 0.01% | −5,000−26.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,308 | $26.2K | 0.01% | −26,200−64.7% | Reduced |
| Brighton Jones LLC | 14,575 | $26.7K | 0.00% | +14,575 | New |
| Resurgent Financial Advisors LLC | 15,000 | $27.4K | 0.02% | −38,000−71.7% | Reduced |
| Future Financial Wealth Managment LLC | 15,000 | $27.4K | 0.03% | −4,761−24.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $27.4K | 0.00% | +15,000 | New |
| Huntington National Bank | 15,292 | $28.0K | 0.00% | −810−5.0% | Reduced |
| Wellington Shields & Co., LLC | 15,816 | $28.9K | 0.01% | −1,295−7.6% | Reduced |
| Allworth Financial LP | 15,919 | $29.1K | 0.00% | −1,234−7.2% | Reduced |
| Qube Research & Technologies Ltd | 15,935 | $29.2K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 16,000 | $29.3K | 0.00% | −8,000−33.3% | Reduced |
| NorthRock Partners, LLC | 16,054 | $29.4K | 0.00% | +3,943+32.6% | Added |
| Wetherby Asset Management Inc | 16,511 | $30.2K | 0.00% | +6,004+57.1% | Added |
| United Capital Financial Advisers, LLC | 16,808 | $30.8K | 0.00% | −13,821−45.1% | Reduced |
| Cetera Investment Advisers | 16,827 | $30.8K | 0.00% | −54,936−76.6% | Reduced |
| Wedbush Securities Inc | 17,482 | $32.0K | 0.00% | −3,152−15.3% | Reduced |
| First Manhattan Co | 17,649 | $32.3K | 0.00% | −10,725−37.8% | Reduced |
| Kestra Private Wealth Services, LLC | 18,411 | $33.7K | 0.00% | −6,944−27.4% | Reduced |
| Cornerstone Wealth Management, LLC | 19,082 | $34.9K | 0.00% | −5,543−22.5% | Reduced |
| Glenmede Trust Co NA | 19,148 | $35.0K | 0.00% | +4,847+33.9% | Added |
| Empirical Finance, LLC | 19,274 | $35.3K | 0.00% | −839−4.2% | Reduced |
| Oppenheimer & Co Inc | 19,396 | $35.5K | 0.00% | −3,305−14.6% | Reduced |
| AE Wealth Management LLC | 25,851 | $36.2K | 0.00% | −5,502−17.5% | Reduced |
| Marathon Trading Investment Management LLC | 20,000 | $36.6K | 0.01% | −5,000−20.0% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $36.6K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,033 | $36.7K | 0.00% | +20,033 | New |
| Carolina Wealth Advisors, LLC | 20,678 | $37.8K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 20,688 | $37.9K | 0.00% | +20,688 | New |
| GTS Securities LLC | 20,808 | $38.1K | 0.00% | −98,230−82.5% | Reduced |
| Meeder Advisory Services, Inc. | 21,489 | $39.3K | 0.00% | −8,861−29.2% | Reduced |
| LM Advisors LLC | 22,000 | $40.3K | 0.01% | +22,000 | New |
| Guardian Capital LP | 22,145 | $40.5K | 0.00% | +7,717+53.5% | Added |
| Marex Group plc | 22,196 | $40.6K | 0.00% | +22,196 | New |
| Quadrant Capital Group LLC | 22,345 | $40.9K | 0.00% | −150−0.7% | Reduced |
| Belpointe Asset Management LLC | 22,471 | $41.1K | 0.00% | −2,056−8.4% | Reduced |
| ORG Partners LLC | 22,580 | $41.3K | 0.01% | +7,920+54.0% | Added |
| M&T Bank Corp | 22,409 | $41.4K | 0.00% | −15,457−40.8% | Reduced |
| Gratus Capital LLC | 22,792 | $41.7K | 0.00% | +22,792 | New |
| KBC Group NV | 22,791 | $42.0K | 0.00% | −5,394−19.1% | Reduced |
| Zacks Investment Management | 23,772 | $43.5K | 0.00% | −523−2.2% | Reduced |
| Diligent Investors, LLC | 24,300 | $44.5K | 0.01% | −6,300−20.6% | Reduced |
| IHT Wealth Management, LLC | 24,474 | $44.8K | 0.00% | −2,414−9.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,826 | $45.4K | 0.00% | −424−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 24,846 | $45.5K | 0.02% | −2,802−10.1% | Reduced |
| Kestra Advisory Services, LLC | 25,275 | $46.3K | 0.00% | −31,176−55.2% | Reduced |
| Mutual Advisors, LLC | 25,503 | $46.7K | 0.00% | −1,181−4.4% | Reduced |
| Truist Financial Corp | 25,868 | $47.3K | 0.00% | −205,053−88.8% | Reduced |
| Sage Rhino Capital LLC | 26,528 | $48.5K | 0.01% | +4,051+18.0% | Added |
| Regent Peak Wealth Advisors LLC | 26,921 | $49.3K | 0.01% | +26,921 | New |
| Coldstream Capital Management Inc | 27,198 | $49.8K | 0.00% | +27,198 | New |
| Ronald Blue Trust, Inc. | 34,848 | $50.0K | 0.00% | +21+0.1% | Added |
| US Bancorp | 27,349 | $50.0K | 0.00% | +20,568+303.3% | Added |
| Financial Advisory Service, Inc. | 27,458 | $50.2K | 0.00% | +741+2.8% | Added |
| Covestor Ltd | 27,856 | $51.0K | 0.03% | +4,918+21.4% | Added |
| LMG Wealth Partners, LLC | 28,454 | $52.1K | 0.01% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 28,533 | $52.2K | 0.03% | −3,851−11.9% | Reduced |
| Accurate Wealth Management, LLC | 33,534 | $53.0K | 0.02% | −7,150−17.6% | Reduced |
| Indie Asset Partners, LLC | 29,000 | $53.1K | 0.05% | +4,500+18.4% | Added |
| Ballentine Partners, LLC | 29,259 | $53.5K | 0.00% | +17,084+140.3% | Added |
| Brookstone Capital Management | 29,773 | $54.5K | 0.00% | −2,488−7.7% | Reduced |
| Compagnie Lombard Odier SCmA | 30,000 | $54.9K | 0.00% | +8,000+36.4% | Added |
| Alan B. Lancz & Associates, Inc. | 31,360 | $57.4K | 0.06% | −3,550−10.2% | Reduced |
| Pacific Sage Partners, LLC | 32,379 | $59.3K | 0.02% | +1,031+3.3% | Added |
| Vantage Consulting Group Inc | 33,038 | $60.5K | 0.04% | −1,336−3.9% | Reduced |
| Cerity Partners LLC | 33,944 | $62.3K | 0.00% | +12,794+60.5% | Added |
| Stephens Inc | 34,131 | $62.5K | 0.00% | −15,471−31.2% | Reduced |
| American Century Companies Inc | 34,313 | $62.8K | 0.00% | −302,818−89.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,420 | $63.0K | 0.00% | −30,836−47.3% | Reduced |
| Journey Strategic Wealth LLC | 34,515 | $63.2K | 0.00% | +34,515 | New |
| Veriti Management LLC | 34,953 | $64.0K | 0.01% | +4,571+15.0% | Added |
| Leonteq Securities AG | 35,840 | $65.6K | 0.01% | −11,652−24.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,158 | $66.2K | 0.00% | +14,670+68.3% | Added |