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: 807 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 2022807$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
Point72 Middle East FZE0$00.00%−211,585−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−210,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−182,228−100.0%Sold out
Bailard, Inc.0$00.00%−162,415−100.0%Sold out
Macquarie Group Ltd0$00.00%−150,400−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−149,190−100.0%Sold out
XTX Topco Ltd0$00.00%−116,394−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−103,150−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−100,000−100.0%Sold out
Wellington Management Group LLP0$00.00%−85,648−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−68,966−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−68,864−100.0%Sold out
Blair William & Co0$00.00%−62,171−100.0%Sold out
SEI Investments Co0$00.00%−60,389−100.0%Sold out
Commerce Bank0$00.00%−47,154−100.0%Sold out
Meeder Asset Management Inc0$00.00%−46,601−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−45,486−100.0%Sold out
Aigen Investment Management, LP0$00.00%−41,702−100.0%Sold out
Horizon Investments, LLC0$00.00%−37,560−100.0%Sold out
West Bancorporation Inc0$00.00%−36,400−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−30,612−100.0%Sold out
Walleye Capital LLC0$00.00%−28,620−100.0%Sold out
Welch Group, LLC0$00.00%−28,100−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−27,883−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−26,741−100.0%Sold out
QCM Cayman, Ltd.0$00.00%−26,204−100.0%Sold out
Forum Financial Management, LP0$00.00%−22,195−100.0%Sold out
Acadian Asset Management LLC0$00.00%−22,129−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−20,832−100.0%Sold out
Capula Management Ltd0$00.00%−18,685−100.0%Sold out
Cetera Advisors LLC0$00.00%−16,503−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−15,097−100.0%Sold out
Old National Bancorp0$00.00%−14,940−100.0%Sold out
Safeguard Investment Advisory Group, LLC0$00.00%−14,224−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−14,000−100.0%Sold out
Chiron Capital Management, LLC0$00.00%−13,700−100.0%Sold out
HB Wealth Management, LLC0$00.00%−13,323−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−13,048−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−13,048−100.0%Sold out
Sigma Planning Corp0$00.00%−12,943−100.0%Sold out
Merit Financial Group, LLC0$00.00%−11,900−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−10,949−100.0%Sold out
Vident Advisory, LLC0$00.00%−10,564−100.0%Sold out
Emerald Advisors, LLC0$00.00%−10,415−100.0%Sold out
XML Financial, LLC0$00.00%−10,315−100.0%Sold out
Hongkou Capital LP0$00.00%−10,085−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−10,011−100.0%Sold out
Cutler Group LP0$00.00%−3,193−100.0%Sold out
Stephens Consulting, LLC0$00.00%−2,705−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−2,500−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−2,171−100.0%Sold out
IMA Wealth, Inc.0$00.00%−1,791−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−1,639−100.0%Sold out
Community Bank, N.A.0$00.00%−1,614−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−1,586−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−1,580−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−1,200−100.0%Sold out
ING Groep NV0$00.00%−836−100.0%Sold out
Earnest Partners LLC0$00.00%−505−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−502−100.0%Sold out
Highline Wealth Partners LLC0$00.00%−493−100.0%Sold out
Washington Trust Co0$00.00%−400−100.0%Sold out
Legacy Financial Group LLC0$00.00%−280−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−270−100.0%Sold out
Peoples Bank0$00.00%−187−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−151−100.0%Sold out
Bangor Savings Bank0$00.00%−97−100.0%Sold out
Avalon Trust Co0$00.00%−95−100.0%Sold out
Headlands Technologies LLC0$00.00%−94−100.0%Sold out
Manchester Capital Management LLC0$00.00%−87−100.0%Sold out
Goodman Advisory Group, LLC0$00.00%−47−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−41−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−38−100.0%Sold out
JJJ Advisors Inc.0$00.00%−37−100.0%Sold out
Trust Co of Vermont0$00.00%−33−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−28−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−21−100.0%Sold out
Godsey & Gibb Associates0$00.00%−14−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−2−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−1−100.0%Sold out
Quilter Plc0$00.00%−5,500−100.0%Sold out
Syntax Advisors, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Johnson Midwest Financial, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
WFA of San Diego, LLC––––Not filed
Steward Financial Group LLC––––Not filed