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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 294,900 | $539.7K | 0.01% | −4,200−1.4% | Reduced |
| LPL Financial LLC | 296,915 | $543.4K | 0.00% | +15,503+5.5% | Added |
| LSV Asset Management | 311,300 | $570.0K | 0.00% | −1,287,587−80.5% | Reduced |
| Creative Planning | 312,147 | $571.2K | 0.00% | −25,402−7.5% | Reduced |
| HighTower Advisors, LLC | 318,529 | $577.0K | 0.00% | +33,291+11.7% | Added |
| State of Wisconsin Investment Board | 315,404 | $577.2K | 0.00% | −667,437−67.9% | Reduced |
| State Board of Administration of Florida Retirement System | 328,994 | $602.1K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 330,020 | $603.9K | 0.00% | +307,904+1,392.2% | Added |
| Storebrand Asset Management AS | 355,719 | $651.0K | 0.00% | −12,557−3.4% | Reduced |
| Caxton Associates LP | 358,895 | $656.8K | 0.03% | −427,693−54.4% | Reduced |
| New York State Common Retirement Fund | 365,035 | $668.0K | 0.00% | −8,785−2.4% | Reduced |
| Maryland State Retirement & Pension System | 366,676 | $671.0K | 0.01% | −4,597−1.2% | Reduced |
| Amalgamated Bank | 371,021 | $679.0K | 0.01% | −22,529−5.7% | Reduced |
| Canada Pension Plan Investment Board | 375,200 | $686.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 403,553 | $738.5K | 0.00% | +2,095+0.5% | Added |
| Mackenzie Financial Corp | 409,448 | $749.3K | 0.00% | +345,098+536.3% | Added |
| Commonwealth Equity Services, LLC | 413,220 | $756.0K | 0.00% | −25,123−5.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 423,600 | $775.2K | 0.11% | +423,600 | New |
| Janus Henderson Group PLC | 457,574 | $835.1K | 0.00% | −795−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 464,608 | $850.2K | 0.11% | −220,258−32.2% | Reduced |
| Long Focus Capital Management, LLC | 500,000 | $915.0K | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 503,513 | $921.4K | 0.00% | −8,990−1.8% | Reduced |
| Louisiana State Employees Retirement System | 504,800 | $923.8K | 0.02% | −8,200−1.6% | Reduced |
| State of Tennessee, Treasury Department | 515,651 | $943.6K | 0.00% | −15,390−2.9% | Reduced |
| MetLife Investment Management | 531,149 | $972.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 548,640 | $1.00M | 0.00% | −4,554−0.8% | Reduced |
| Comerica Bank | 568,688 | $1.04M | 0.00% | +25,847+4.8% | Added |
| Citigroup Inc | 614,546 | $1.12M | 0.00% | +149,446+32.1% | Added |
| State of Alaska, Department of Revenue | 620,675 | $1.14M | 0.01% | −6,906−1.1% | Reduced |
| Wells Fargo & Company | 651,144 | $1.19M | 0.00% | −577,432−47.0% | Reduced |
| Graham Capital Management, L.P. | 716,845 | $1.31M | 0.04% | +716,845 | New |
| Yousif Capital Management, LLC | 775,742 | $1.42M | 0.02% | +64,490+9.1% | Added |
| Price T Rowe Associates Inc | 790,959 | $1.45M | 0.00% | +97,532+14.1% | Added |
| Assenagon Asset Management S.A. | 861,545 | $1.58M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 867,313 | $1.59M | 0.01% | +15,294+1.8% | Added |
| UBS Group AG | 922,214 | $1.69M | 0.00% | +672,176+268.8% | Added |
| Private Management Group Inc | 956,436 | $1.75M | 0.07% | −580,971−37.8% | Reduced |
| Royal Bank of Canada | 1,029,360 | $1.88M | 0.00% | +98,553+10.6% | Added |
| Natixis | 1,031,500 | $1.89M | 0.01% | +1,031,500 | New |
| Alaska Permanent Fund Corp | 1,079,416 | $1.98M | 0.03% | −215,884−16.7% | Reduced |
| Van Den Berg Management I, Inc | 1,085,015 | $1.99M | 0.66% | +452,498+71.5% | Added |
| Parallax Volatility Advisers, L.P. | 1,097,756 | $2.01M | 0.06% | +76,813+7.5% | Added |
| Prudential Financial Inc | 1,198,280 | $2.19M | 0.00% | −305,466−20.3% | Reduced |
| California State Teachers Retirement System | 1,205,086 | $2.21M | 0.00% | −9,274−0.8% | Reduced |
| Nuveen Asset Management, LLC | 1,220,138 | $2.23M | 0.00% | −1,599,325−56.7% | Reduced |
| New York State Teachers Retirement System | 1,278,258 | $2.34M | 0.01% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 1,372,837 | $2.51M | 0.83% | −153,145−10.0% | Reduced |
| Alliancebernstein L.P. | 1,391,574 | $2.55M | 0.00% | +139,481+11.1% | Added |
| Federated Hermes, Inc. | 1,438,386 | $2.63M | 0.01% | +1,278,319+798.6% | Added |
| Credit Suisse AG | 1,486,185 | $2.72M | 0.00% | −4,256−0.3% | Reduced |
| Jane Street Group, LLC | 1,647,170 | $3.01M | 0.00% | +588,782+55.6% | Added |
| UBS Asset Management Americas Inc | 1,691,009 | $3.09M | 0.00% | −95,775−5.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,788,857 | $3.26M | 0.01% | +468,221+35.5% | Added |
| AQR Capital Management LLC | 1,813,406 | $3.32M | 0.01% | +1,717,439+1,789.6% | Added |
| Swiss National Bank | 1,986,500 | $3.64M | 0.00% | −221,000−10.0% | Reduced |
| Public Sector Pension Investment Board | 2,093,573 | $3.83M | 0.03% | +847,718+68.0% | Added |
| Thrivent Financial for Lutherans | 2,127,357 | $3.89M | 0.01% | −1,264,463−37.3% | Reduced |
| AustralianSuper Pty Ltd | 2,145,528 | $3.93M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 2,167,126 | $3.97M | 0.00% | −545,330−20.1% | Reduced |
| Dimensional Fund Advisors LP | 2,333,098 | $4.27M | 0.00% | −1,585,958−40.5% | Reduced |
| Susquehanna International Group, LLP | 2,334,875 | $4.27M | 0.01% | +420,559+22.0% | Added |
| FMR LLC | 2,381,164 | $4.36M | 0.00% | −1,315,686−35.6% | Reduced |
| Deutsche Bank AG | 2,667,626 | $4.88M | 0.00% | +2,173,155+439.5% | Added |
| Foundation Resource Management Inc | 2,749,393 | $5.03M | 0.80% | −379,073−12.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,934,864 | $5.37M | 0.03% | −641,537−17.9% | Reduced |
| CapWealth Advisors, LLC | 2,990,548 | $5.47M | 0.67% | −536,679−15.2% | Reduced |
| Ameriprise Financial Inc | 3,037,218 | $5.56M | 0.00% | −852,053−21.9% | Reduced |
| Rhumbline Advisers | 3,390,338 | $6.20M | 0.01% | +37,714+1.1% | Added |
| Legal & General Group Plc | 3,453,286 | $6.32M | 0.00% | −100,932−2.8% | Reduced |
| Millennium Management LLC | 3,628,469 | $6.64M | 0.01% | −4,023,449−52.6% | Reduced |
| Renaissance Technologies LLC | 3,891,403 | $7.12M | 0.01% | +3,891,403 | New |
| Allianz Asset Management GmbH | 4,084,580 | $7.47M | 0.01% | +888,581+27.8% | Added |
| Exchange Traded Concepts, LLC | 4,172,301 | $7.64M | 0.20% | +251,501+6.4% | Added |
| JPMorgan Chase & Co | 4,206,361 | $7.70M | 0.00% | +405,974+10.7% | Added |
| Principal Financial Group Inc | 5,258,879 | $9.62M | 0.01% | −174,157−3.2% | Reduced |
| Goldman Sachs Group Inc | 5,594,866 | $10.2M | 0.00% | −1,348,899−19.4% | Reduced |
| Front Street Capital Management, Inc. | 6,848,823 | $12.5M | 2.50% | +684,827+11.1% | Added |
| Barclays PLC | 7,006,311 | $12.8M | 0.01% | +1,316,174+23.1% | Added |
| Bank of New York Mellon Corp | 9,862,853 | $18.0M | 0.00% | +478,571+5.1% | Added |
| Palestra Capital Management LLC | 11,167,585 | $20.4M | 1.01% | +4,637,585+71.0% | Added |
| Northern Trust Corp | 11,338,299 | $20.7M | 0.00% | −978,855−7.9% | Reduced |
| Morgan Stanley | 13,454,434 | $24.6M | 0.00% | +143,498+1.1% | Added |
| Two Sigma Investments, LP | 15,839,859 | $29.0M | 0.07% | −1,114,561−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 16,073,623 | $29.4M | 0.04% | +1,622,122+11.2% | Added |
| Two Sigma Advisers, LP | 18,970,914 | $34.7M | 0.08% | −462,200−2.4% | Reduced |
| Invesco Ltd. | 20,200,878 | $37.0M | 0.01% | −2,071,953−9.3% | Reduced |
| HSBC Holdings PLC | 20,769,787 | $37.6M | 0.03% | −928,363−4.3% | Reduced |
| Geode Capital Management, LLC | 21,553,639 | $39.4M | 0.00% | +999,920+4.9% | Added |
| Charles Schwab Investment Management Inc | 26,304,001 | $48.1M | 0.01% | +5,782,249+28.2% | Added |
| First Trust Advisors LP | 26,889,746 | $49.2M | 0.05% | −63,864−0.2% | Reduced |
| State Street Corp | 53,171,627 | $97.3M | 0.00% | +1,510,246+2.9% | Added |
| Vanguard Group Inc | 118,327,820 | $216.5M | 0.00% | +927,331+0.8% | Added |
| BlackRock Inc. | 152,311,260 | $278.7M | 0.01% | +7,620,203+5.3% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 35,673 | – | – | +35,673 | New |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,085,381−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −1,611,863−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −570,155−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −359,201−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |