Skip to main content

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.

Institutional holdersQ4 2023: 495 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ4 2023: $1.23B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2023.

Institutions holding LUMN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC36,774$67.3K0.00%+36,174+6,029.0%Added
Belvedere Trading LLC37,065$67.8K0.01%−5,783−13.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC39,925$73.1K0.00%+2,510+6.7%Added
Straight Path Wealth Management40,000$73.2K0.04%00.0%Unchanged
Performa Ltd (US), LLC40,000$73.2K0.03%+6,000+17.6%Added
Argent Advisors, Inc.42,033$76.9K0.03%−11,157−21.0%Reduced
Atlas Brown,Inc.43,131$78.9K0.03%+100.0%Added
Norges Bank45,161$82.6K0.00%00.0%Unchanged
Man Group plc45,252$82.8K0.00%––
Prime Capital Investment Advisors, LLC45,348$83.0K0.00%+166+0.4%Added
Neuberger Berman Group LLC45,755$83.7K0.00%−452−1.0%Reduced
Teacher Retirement System of Texas45,947$84.0K0.00%−31,533−40.7%Reduced
Rpo LLC45,973$84.1K0.13%+45,973New
Evergreen Capital Management LLC46,459$85.0K0.00%+833+1.8%Added
Squarepoint Ops LLC46,603$85.3K0.00%−117,650−71.6%Reduced
Envestnet Asset Management Inc47,372$86.7K0.00%−228,381−82.8%Reduced
Range Financial Group LLC47,549$87.0K0.05%−36,387−43.4%Reduced
State of Wyoming50,961$93.3K0.02%+50,961New
First Financial Bankshares Inc51,501$94.2K0.00%+51,501New
Investors Asset Management of Georgia Inc52,125$95.4K0.05%−2,700−4.9%Reduced
Shelton Capital Management52,497$96.1K0.00%00.0%Unchanged
Mercer Global Advisors Inc53,101$97.0K0.00%−4,070−7.1%Reduced
Metropolitan Life Insurance Co53,972$98.8K0.00%−4,009−6.9%Reduced
Banque Cantonale Vaudoise54,000$99.0K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC55,419$101.4K0.00%+16,258+41.5%Added
MML Investors Services, LLC55,802$102.0K0.00%+215+0.4%Added
Tudor Investment Corp Et Al55,767$102.1K0.00%−2,550,156−97.9%Reduced
Naples Money Management LLC56,200$102.8K0.10%+56,200New
Verition Fund Management LLC57,224$104.7K0.00%+57,224New
SG Americas Securities, LLC57,189$105.0K0.00%−612,360−91.5%Reduced
Advisory Services Network, LLC57,689$105.6K0.00%−157,995−73.3%Reduced
Arcataur Capital Management LLC59,303$108.5K0.04%−10,814−15.4%Reduced
Atomi Financial Group, Inc.59,837$109.5K0.02%+33,852+130.3%Added
Engineers Gate Manager LP61,806$113.1K0.00%+19,071+44.6%Added
Xponance, Inc.63,232$115.7K0.00%+672+1.1%Added
Profund Advisors LLC69,065$126.4K0.01%+12,045+21.1%Added
Banco Bilbao Vizcaya Argentaria, S.A.70,163$127.1K0.00%−2,545−3.5%Reduced
Jupiter Asset Management Ltd73,845$135.1K0.00%00.0%Unchanged
JustInvest LLC75,220$137.7K0.00%−34,532−31.5%Reduced
Ethic Inc.78,678$144.0K0.00%+12,588+19.0%Added
International Assets Investment Management, LLC80,297$146.9K0.02%−6,618−7.6%Reduced
Lee Danner & Bass Inc80,470$147.0K0.01%−392,423−83.0%Reduced
Nomura Asset Management Co Ltd81,000$148.2K0.00%00.0%Unchanged
Green Square Capital Advisors LLC83,887$153.5K0.02%−50,000−37.3%Reduced
Private Advisor Group, LLC90,560$161.6K0.00%−30,018−24.9%Reduced
Advisors Asset Management, Inc.89,453$163.7K0.00%−270,743−75.2%Reduced
Russell Investments Group, Ltd.88,973$163.8K0.00%−2,814−3.1%Reduced
Gabelli Funds LLC90,000$164.7K0.00%−84,000−48.3%Reduced
CI Private Wealth, LLC90,846$166.2K0.00%+26,998+42.3%Added
Guggenheim Capital LLC93,637$171.4K0.00%−140,106−59.9%Reduced
Capstone Financial Advisors, Inc.95,046$173.9K0.01%00.0%Unchanged
RSM US Wealth Management LLC96,511$176.6K0.00%+96,511New
Captrust Financial Advisors97,905$179.2K0.00%−83,085−45.9%Reduced
Mariner, LLC99,239$181.6K0.00%−6,426−6.1%Reduced
Ameritas Investment Partners, Inc.100,196$183.4K0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC100,645$184.2K0.00%−529,015−84.0%Reduced
Cambridge Investment Research Advisors, Inc.102,304$187.0K0.00%−16,946−14.2%Reduced
CIBC Asset Management Inc105,347$192.8K0.00%+836+0.8%Added
Tower Research Capital LLC (TRC)105,871$193.7K0.00%+93,076+727.4%Added
The PNC Financial Services Group, Inc.106,253$194.4K0.00%−42,342−28.5%Reduced
Pictet Asset Management Holding SA111,238$203.6K0.00%00.0%Unchanged
Diversified Trust Co111,378$203.8K0.01%+52,119+88.0%Added
Amundi128,520$209.5K0.00%+1,080+0.8%Added
Public Employees Retirement Association of Colorado116,108$212.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC117,156$214.4K0.00%−13,755−10.5%Reduced
Caption Management, LLC122,963$225.0K0.02%+122,963New
Lido Advisors, LLC123,386$225.8K0.00%+123,386New
Madison Asset Management, LLC124,000$226.9K0.00%−189,000−60.4%Reduced
Virtus ETF Advisers LLC131,621$240.9K0.15%+24,281+22.6%Added
Nations Financial Group Inc,132,304$242.1K0.02%−12,475−8.6%Reduced
Stifel Financial Corp132,402$242.3K0.00%+38,580+41.1%Added
Natixis Advisors, L.P.133,394$244.0K0.00%+133,394New
Bank of Montreal133,388$246.8K0.00%+43,890+49.0%Added
Handelsbanken Fonder AB139,400$255.0K0.00%+28,700+25.9%Added
SOL Capital Management CO141,425$259.0K0.04%−175,850−55.4%Reduced
Virtu Financial LLC144,310$264.0K0.02%+144,310New
Union Square Park Capital Management, LLC150,000$274.5K0.49%+150,000New
Everence Capital Management Inc162,730$298.0K0.02%+69,820+75.1%Added
Cidel Asset Management Inc164,041$300.2K0.01%+164,041New
Mutual of America Capital Management LLC176,584$323.1K0.00%−740.0%Reduced
STRS Ohio179,900$329.0K0.00%+60,700+50.9%Added
Advisor Group Holdings, Inc.181,266$331.3K0.00%−92,785−33.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)188,638$345.2K0.00%+12,411+7.0%Added
Franklin Resources Inc193,676$354.4K0.00%−50,994−20.8%Reduced
Victory Capital Management Inc205,843$376.7K0.00%+31,554+18.1%Added
ProShare Advisors LLC209,000$382.5K0.00%+40,173+23.8%Added
Argent Trust Co211,176$386.5K0.02%−145,000−40.7%Reduced
Beck Mack & Oliver LLC212,323$388.6K0.01%00.0%Unchanged
Numerai GP LLC212,579$389.0K0.14%−664,696−75.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys217,712$398.4K0.00%−456,178−67.7%Reduced
Two Sigma Securities, LLC217,907$398.8K0.02%+49,816+29.6%Added
FIL Ltd220,439$403.4K0.00%+16,422+8.0%Added
Triumph Capital Management221,410$405.2K0.17%+8,867+4.2%Added
Teachers Retirement System of the State of Kentucky225,169$412.0K0.00%00.0%Unchanged
Silver Rock Financial LP232,120$424.8K2.48%−62,747−21.3%Reduced
Gifford Fong Associates250,000$458.0K0.10%00.0%Unchanged
Raymond James & Associates251,905$461.0K0.00%−29,603−10.5%Reduced
Arizona State Retirement System281,775$515.6K0.00%−4,189−1.5%Reduced
Mraz, Amerine & Associates, Inc.286,742$524.7K0.11%−57,757−16.8%Reduced
Versor Investments LP290,920$532.4K0.11%+47,520+19.5%Added