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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 36,774 | $67.3K | 0.00% | +36,174+6,029.0% | Added |
| Belvedere Trading LLC | 37,065 | $67.8K | 0.01% | −5,783−13.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,925 | $73.1K | 0.00% | +2,510+6.7% | Added |
| Straight Path Wealth Management | 40,000 | $73.2K | 0.04% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 40,000 | $73.2K | 0.03% | +6,000+17.6% | Added |
| Argent Advisors, Inc. | 42,033 | $76.9K | 0.03% | −11,157−21.0% | Reduced |
| Atlas Brown,Inc. | 43,131 | $78.9K | 0.03% | +100.0% | Added |
| Norges Bank | 45,161 | $82.6K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 45,252 | $82.8K | 0.00% | – | – |
| Prime Capital Investment Advisors, LLC | 45,348 | $83.0K | 0.00% | +166+0.4% | Added |
| Neuberger Berman Group LLC | 45,755 | $83.7K | 0.00% | −452−1.0% | Reduced |
| Teacher Retirement System of Texas | 45,947 | $84.0K | 0.00% | −31,533−40.7% | Reduced |
| Rpo LLC | 45,973 | $84.1K | 0.13% | +45,973 | New |
| Evergreen Capital Management LLC | 46,459 | $85.0K | 0.00% | +833+1.8% | Added |
| Squarepoint Ops LLC | 46,603 | $85.3K | 0.00% | −117,650−71.6% | Reduced |
| Envestnet Asset Management Inc | 47,372 | $86.7K | 0.00% | −228,381−82.8% | Reduced |
| Range Financial Group LLC | 47,549 | $87.0K | 0.05% | −36,387−43.4% | Reduced |
| State of Wyoming | 50,961 | $93.3K | 0.02% | +50,961 | New |
| First Financial Bankshares Inc | 51,501 | $94.2K | 0.00% | +51,501 | New |
| Investors Asset Management of Georgia Inc | 52,125 | $95.4K | 0.05% | −2,700−4.9% | Reduced |
| Shelton Capital Management | 52,497 | $96.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 53,101 | $97.0K | 0.00% | −4,070−7.1% | Reduced |
| Metropolitan Life Insurance Co | 53,972 | $98.8K | 0.00% | −4,009−6.9% | Reduced |
| Banque Cantonale Vaudoise | 54,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 55,419 | $101.4K | 0.00% | +16,258+41.5% | Added |
| MML Investors Services, LLC | 55,802 | $102.0K | 0.00% | +215+0.4% | Added |
| Tudor Investment Corp Et Al | 55,767 | $102.1K | 0.00% | −2,550,156−97.9% | Reduced |
| Naples Money Management LLC | 56,200 | $102.8K | 0.10% | +56,200 | New |
| Verition Fund Management LLC | 57,224 | $104.7K | 0.00% | +57,224 | New |
| SG Americas Securities, LLC | 57,189 | $105.0K | 0.00% | −612,360−91.5% | Reduced |
| Advisory Services Network, LLC | 57,689 | $105.6K | 0.00% | −157,995−73.3% | Reduced |
| Arcataur Capital Management LLC | 59,303 | $108.5K | 0.04% | −10,814−15.4% | Reduced |
| Atomi Financial Group, Inc. | 59,837 | $109.5K | 0.02% | +33,852+130.3% | Added |
| Engineers Gate Manager LP | 61,806 | $113.1K | 0.00% | +19,071+44.6% | Added |
| Xponance, Inc. | 63,232 | $115.7K | 0.00% | +672+1.1% | Added |
| Profund Advisors LLC | 69,065 | $126.4K | 0.01% | +12,045+21.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,163 | $127.1K | 0.00% | −2,545−3.5% | Reduced |
| Jupiter Asset Management Ltd | 73,845 | $135.1K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 75,220 | $137.7K | 0.00% | −34,532−31.5% | Reduced |
| Ethic Inc. | 78,678 | $144.0K | 0.00% | +12,588+19.0% | Added |
| International Assets Investment Management, LLC | 80,297 | $146.9K | 0.02% | −6,618−7.6% | Reduced |
| Lee Danner & Bass Inc | 80,470 | $147.0K | 0.01% | −392,423−83.0% | Reduced |
| Nomura Asset Management Co Ltd | 81,000 | $148.2K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 83,887 | $153.5K | 0.02% | −50,000−37.3% | Reduced |
| Private Advisor Group, LLC | 90,560 | $161.6K | 0.00% | −30,018−24.9% | Reduced |
| Advisors Asset Management, Inc. | 89,453 | $163.7K | 0.00% | −270,743−75.2% | Reduced |
| Russell Investments Group, Ltd. | 88,973 | $163.8K | 0.00% | −2,814−3.1% | Reduced |
| Gabelli Funds LLC | 90,000 | $164.7K | 0.00% | −84,000−48.3% | Reduced |
| CI Private Wealth, LLC | 90,846 | $166.2K | 0.00% | +26,998+42.3% | Added |
| Guggenheim Capital LLC | 93,637 | $171.4K | 0.00% | −140,106−59.9% | Reduced |
| Capstone Financial Advisors, Inc. | 95,046 | $173.9K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 96,511 | $176.6K | 0.00% | +96,511 | New |
| Captrust Financial Advisors | 97,905 | $179.2K | 0.00% | −83,085−45.9% | Reduced |
| Mariner, LLC | 99,239 | $181.6K | 0.00% | −6,426−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 100,196 | $183.4K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 100,645 | $184.2K | 0.00% | −529,015−84.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,304 | $187.0K | 0.00% | −16,946−14.2% | Reduced |
| CIBC Asset Management Inc | 105,347 | $192.8K | 0.00% | +836+0.8% | Added |
| Tower Research Capital LLC (TRC) | 105,871 | $193.7K | 0.00% | +93,076+727.4% | Added |
| The PNC Financial Services Group, Inc. | 106,253 | $194.4K | 0.00% | −42,342−28.5% | Reduced |
| Pictet Asset Management Holding SA | 111,238 | $203.6K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 111,378 | $203.8K | 0.01% | +52,119+88.0% | Added |
| Amundi | 128,520 | $209.5K | 0.00% | +1,080+0.8% | Added |
| Public Employees Retirement Association of Colorado | 116,108 | $212.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 117,156 | $214.4K | 0.00% | −13,755−10.5% | Reduced |
| Caption Management, LLC | 122,963 | $225.0K | 0.02% | +122,963 | New |
| Lido Advisors, LLC | 123,386 | $225.8K | 0.00% | +123,386 | New |
| Madison Asset Management, LLC | 124,000 | $226.9K | 0.00% | −189,000−60.4% | Reduced |
| Virtus ETF Advisers LLC | 131,621 | $240.9K | 0.15% | +24,281+22.6% | Added |
| Nations Financial Group Inc, | 132,304 | $242.1K | 0.02% | −12,475−8.6% | Reduced |
| Stifel Financial Corp | 132,402 | $242.3K | 0.00% | +38,580+41.1% | Added |
| Natixis Advisors, L.P. | 133,394 | $244.0K | 0.00% | +133,394 | New |
| Bank of Montreal | 133,388 | $246.8K | 0.00% | +43,890+49.0% | Added |
| Handelsbanken Fonder AB | 139,400 | $255.0K | 0.00% | +28,700+25.9% | Added |
| SOL Capital Management CO | 141,425 | $259.0K | 0.04% | −175,850−55.4% | Reduced |
| Virtu Financial LLC | 144,310 | $264.0K | 0.02% | +144,310 | New |
| Union Square Park Capital Management, LLC | 150,000 | $274.5K | 0.49% | +150,000 | New |
| Everence Capital Management Inc | 162,730 | $298.0K | 0.02% | +69,820+75.1% | Added |
| Cidel Asset Management Inc | 164,041 | $300.2K | 0.01% | +164,041 | New |
| Mutual of America Capital Management LLC | 176,584 | $323.1K | 0.00% | −740.0% | Reduced |
| STRS Ohio | 179,900 | $329.0K | 0.00% | +60,700+50.9% | Added |
| Advisor Group Holdings, Inc. | 181,266 | $331.3K | 0.00% | −92,785−33.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,638 | $345.2K | 0.00% | +12,411+7.0% | Added |
| Franklin Resources Inc | 193,676 | $354.4K | 0.00% | −50,994−20.8% | Reduced |
| Victory Capital Management Inc | 205,843 | $376.7K | 0.00% | +31,554+18.1% | Added |
| ProShare Advisors LLC | 209,000 | $382.5K | 0.00% | +40,173+23.8% | Added |
| Argent Trust Co | 211,176 | $386.5K | 0.02% | −145,000−40.7% | Reduced |
| Beck Mack & Oliver LLC | 212,323 | $388.6K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 212,579 | $389.0K | 0.14% | −664,696−75.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 217,712 | $398.4K | 0.00% | −456,178−67.7% | Reduced |
| Two Sigma Securities, LLC | 217,907 | $398.8K | 0.02% | +49,816+29.6% | Added |
| FIL Ltd | 220,439 | $403.4K | 0.00% | +16,422+8.0% | Added |
| Triumph Capital Management | 221,410 | $405.2K | 0.17% | +8,867+4.2% | Added |
| Teachers Retirement System of the State of Kentucky | 225,169 | $412.0K | 0.00% | 00.0% | Unchanged |
| Silver Rock Financial LP | 232,120 | $424.8K | 2.48% | −62,747−21.3% | Reduced |
| Gifford Fong Associates | 250,000 | $458.0K | 0.10% | 00.0% | Unchanged |
| Raymond James & Associates | 251,905 | $461.0K | 0.00% | −29,603−10.5% | Reduced |
| Arizona State Retirement System | 281,775 | $515.6K | 0.00% | −4,189−1.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 286,742 | $524.7K | 0.11% | −57,757−16.8% | Reduced |
| Versor Investments LP | 290,920 | $532.4K | 0.11% | +47,520+19.5% | Added |