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 | 807 | $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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 221,410 | $405.2K | 0.17% | +8,867+4.2% | Added |
| FIL Ltd | 220,439 | $403.4K | 0.00% | +16,422+8.0% | Added |
| Two Sigma Securities, LLC | 217,907 | $398.8K | 0.02% | +49,816+29.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 217,712 | $398.4K | 0.00% | −456,178−67.7% | Reduced |
| Numerai GP LLC | 212,579 | $389.0K | 0.14% | −664,696−75.8% | Reduced |
| Beck Mack & Oliver LLC | 212,323 | $388.6K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 211,176 | $386.5K | 0.02% | −145,000−40.7% | Reduced |
| ProShare Advisors LLC | 209,000 | $382.5K | 0.00% | +40,173+23.8% | Added |
| Victory Capital Management Inc | 205,843 | $376.7K | 0.00% | +31,554+18.1% | Added |
| Franklin Resources Inc | 193,676 | $354.4K | 0.00% | −50,994−20.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,638 | $345.2K | 0.00% | +12,411+7.0% | Added |
| Advisor Group Holdings, Inc. | 181,266 | $331.3K | 0.00% | −92,785−33.9% | Reduced |
| STRS Ohio | 179,900 | $329.0K | 0.00% | +60,700+50.9% | Added |
| Mutual of America Capital Management LLC | 176,584 | $323.1K | 0.00% | −740.0% | Reduced |
| Cidel Asset Management Inc | 164,041 | $300.2K | 0.01% | +164,041 | New |
| Everence Capital Management Inc | 162,730 | $298.0K | 0.02% | +69,820+75.1% | Added |
| Union Square Park Capital Management, LLC | 150,000 | $274.5K | 0.49% | +150,000 | New |
| Virtu Financial LLC | 144,310 | $264.0K | 0.02% | +144,310 | New |
| SOL Capital Management CO | 141,425 | $259.0K | 0.04% | −175,850−55.4% | Reduced |
| Handelsbanken Fonder AB | 139,400 | $255.0K | 0.00% | +28,700+25.9% | Added |
| Bank of Montreal | 133,388 | $246.8K | 0.00% | +43,890+49.0% | Added |
| Natixis Advisors, L.P. | 133,394 | $244.0K | 0.00% | +133,394 | New |
| Stifel Financial Corp | 132,402 | $242.3K | 0.00% | +38,580+41.1% | Added |
| Nations Financial Group Inc, | 132,304 | $242.1K | 0.02% | −12,475−8.6% | Reduced |
| Virtus ETF Advisers LLC | 131,621 | $240.9K | 0.15% | +24,281+22.6% | Added |
| Madison Asset Management, LLC | 124,000 | $226.9K | 0.00% | −189,000−60.4% | Reduced |
| Lido Advisors, LLC | 123,386 | $225.8K | 0.00% | +123,386 | New |
| Caption Management, LLC | 122,963 | $225.0K | 0.02% | +122,963 | New |
| Cetera Advisor Networks LLC | 117,156 | $214.4K | 0.00% | −13,755−10.5% | Reduced |
| Public Employees Retirement Association of Colorado | 116,108 | $212.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 128,520 | $209.5K | 0.00% | +1,080+0.8% | Added |
| Diversified Trust Co | 111,378 | $203.8K | 0.01% | +52,119+88.0% | Added |
| Pictet Asset Management Holding SA | 111,238 | $203.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 106,253 | $194.4K | 0.00% | −42,342−28.5% | Reduced |
| Tower Research Capital LLC (TRC) | 105,871 | $193.7K | 0.00% | +93,076+727.4% | Added |
| CIBC Asset Management Inc | 105,347 | $192.8K | 0.00% | +836+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 102,304 | $187.0K | 0.00% | −16,946−14.2% | Reduced |
| Cubist Systematic Strategies, LLC | 100,645 | $184.2K | 0.00% | −529,015−84.0% | Reduced |
| Ameritas Investment Partners, Inc. | 100,196 | $183.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 99,239 | $181.6K | 0.00% | −6,426−6.1% | Reduced |
| Captrust Financial Advisors | 97,905 | $179.2K | 0.00% | −83,085−45.9% | Reduced |
| RSM US Wealth Management LLC | 96,511 | $176.6K | 0.00% | +96,511 | New |
| Capstone Financial Advisors, Inc. | 95,046 | $173.9K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 93,637 | $171.4K | 0.00% | −140,106−59.9% | Reduced |
| CI Private Wealth, LLC | 90,846 | $166.2K | 0.00% | +26,998+42.3% | Added |
| Gabelli Funds LLC | 90,000 | $164.7K | 0.00% | −84,000−48.3% | Reduced |
| Russell Investments Group, Ltd. | 88,973 | $163.8K | 0.00% | −2,814−3.1% | Reduced |
| Advisors Asset Management, Inc. | 89,453 | $163.7K | 0.00% | −270,743−75.2% | Reduced |
| Private Advisor Group, LLC | 90,560 | $161.6K | 0.00% | −30,018−24.9% | Reduced |
| Green Square Capital Advisors LLC | 83,887 | $153.5K | 0.02% | −50,000−37.3% | Reduced |
| Nomura Asset Management Co Ltd | 81,000 | $148.2K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 80,470 | $147.0K | 0.01% | −392,423−83.0% | Reduced |
| International Assets Investment Management, LLC | 80,297 | $146.9K | 0.02% | −6,618−7.6% | Reduced |
| Ethic Inc. | 78,678 | $144.0K | 0.00% | +12,588+19.0% | Added |
| JustInvest LLC | 75,220 | $137.7K | 0.00% | −34,532−31.5% | Reduced |
| Jupiter Asset Management Ltd | 73,845 | $135.1K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,163 | $127.1K | 0.00% | −2,545−3.5% | Reduced |
| Profund Advisors LLC | 69,065 | $126.4K | 0.01% | +12,045+21.1% | Added |
| Xponance, Inc. | 63,232 | $115.7K | 0.00% | +672+1.1% | Added |
| Engineers Gate Manager LP | 61,806 | $113.1K | 0.00% | +19,071+44.6% | Added |
| Atomi Financial Group, Inc. | 59,837 | $109.5K | 0.02% | +33,852+130.3% | Added |
| Arcataur Capital Management LLC | 59,303 | $108.5K | 0.04% | −10,814−15.4% | Reduced |
| Advisory Services Network, LLC | 57,689 | $105.6K | 0.00% | −157,995−73.3% | Reduced |
| SG Americas Securities, LLC | 57,189 | $105.0K | 0.00% | −612,360−91.5% | Reduced |
| Verition Fund Management LLC | 57,224 | $104.7K | 0.00% | +57,224 | New |
| Naples Money Management LLC | 56,200 | $102.8K | 0.10% | +56,200 | New |
| Tudor Investment Corp Et Al | 55,767 | $102.1K | 0.00% | −2,550,156−97.9% | Reduced |
| MML Investors Services, LLC | 55,802 | $102.0K | 0.00% | +215+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,419 | $101.4K | 0.00% | +16,258+41.5% | Added |
| Banque Cantonale Vaudoise | 54,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 53,972 | $98.8K | 0.00% | −4,009−6.9% | Reduced |
| Mercer Global Advisors Inc | 53,101 | $97.0K | 0.00% | −4,070−7.1% | Reduced |
| Shelton Capital Management | 52,497 | $96.1K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 52,125 | $95.4K | 0.05% | −2,700−4.9% | Reduced |
| First Financial Bankshares Inc | 51,501 | $94.2K | 0.00% | +51,501 | New |
| State of Wyoming | 50,961 | $93.3K | 0.02% | +50,961 | New |
| Range Financial Group LLC | 47,549 | $87.0K | 0.05% | −36,387−43.4% | Reduced |
| Envestnet Asset Management Inc | 47,372 | $86.7K | 0.00% | −228,381−82.8% | Reduced |
| Squarepoint Ops LLC | 46,603 | $85.3K | 0.00% | −117,650−71.6% | Reduced |
| Evergreen Capital Management LLC | 46,459 | $85.0K | 0.00% | +833+1.8% | Added |
| Rpo LLC | 45,973 | $84.1K | 0.13% | +45,973 | New |
| Teacher Retirement System of Texas | 45,947 | $84.0K | 0.00% | −31,533−40.7% | Reduced |
| Neuberger Berman Group LLC | 45,755 | $83.7K | 0.00% | −452−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,348 | $83.0K | 0.00% | +166+0.4% | Added |
| Man Group plc | 45,252 | $82.8K | 0.00% | – | – |
| Norges Bank | 45,161 | $82.6K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 43,131 | $78.9K | 0.03% | +100.0% | Added |
| Argent Advisors, Inc. | 42,033 | $76.9K | 0.03% | −11,157−21.0% | Reduced |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,925 | $73.1K | 0.00% | +2,510+6.7% | Added |
| Belvedere Trading LLC | 37,065 | $67.8K | 0.01% | −5,783−13.5% | Reduced |
| Nisa Investment Advisors, LLC | 36,774 | $67.3K | 0.00% | +36,174+6,029.0% | Added |
| Northwestern Mutual Wealth Management Co | 36,158 | $66.2K | 0.00% | +14,670+68.3% | Added |
| Leonteq Securities AG | 35,840 | $65.6K | 0.01% | −11,652−24.5% | Reduced |
| Veriti Management LLC | 34,953 | $64.0K | 0.01% | +4,571+15.0% | Added |
| Journey Strategic Wealth LLC | 34,515 | $63.2K | 0.00% | +34,515 | New |
| Raymond James Financial Services Advisors, Inc. | 34,420 | $63.0K | 0.00% | −30,836−47.3% | Reduced |
| American Century Companies Inc | 34,313 | $62.8K | 0.00% | −302,818−89.8% | Reduced |
| Stephens Inc | 34,131 | $62.5K | 0.00% | −15,471−31.2% | Reduced |