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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 33,944 | $62.3K | 0.00% | +12,794+60.5% | Added |
| Vantage Consulting Group Inc | 33,038 | $60.5K | 0.04% | −1,336−3.9% | Reduced |
| Pacific Sage Partners, LLC | 32,379 | $59.3K | 0.02% | +1,031+3.3% | Added |
| Alan B. Lancz & Associates, Inc. | 31,360 | $57.4K | 0.06% | −3,550−10.2% | Reduced |
| Compagnie Lombard Odier SCmA | 30,000 | $54.9K | 0.00% | +8,000+36.4% | Added |
| Brookstone Capital Management | 29,773 | $54.5K | 0.00% | −2,488−7.7% | Reduced |
| Ballentine Partners, LLC | 29,259 | $53.5K | 0.00% | +17,084+140.3% | Added |
| Indie Asset Partners, LLC | 29,000 | $53.1K | 0.05% | +4,500+18.4% | Added |
| Accurate Wealth Management, LLC | 33,534 | $53.0K | 0.02% | −7,150−17.6% | Reduced |
| Benedetti & Gucer, Inc. | 28,533 | $52.2K | 0.03% | −3,851−11.9% | Reduced |
| LMG Wealth Partners, LLC | 28,454 | $52.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 27,856 | $51.0K | 0.03% | +4,918+21.4% | Added |
| Financial Advisory Service, Inc. | 27,458 | $50.2K | 0.00% | +741+2.8% | Added |
| US Bancorp | 27,349 | $50.0K | 0.00% | +20,568+303.3% | Added |
| Ronald Blue Trust, Inc. | 34,848 | $50.0K | 0.00% | +21+0.1% | Added |
| Coldstream Capital Management Inc | 27,198 | $49.8K | 0.00% | +27,198 | New |
| Regent Peak Wealth Advisors LLC | 26,921 | $49.3K | 0.01% | +26,921 | New |
| Sage Rhino Capital LLC | 26,528 | $48.5K | 0.01% | +4,051+18.0% | Added |
| Truist Financial Corp | 25,868 | $47.3K | 0.00% | −205,053−88.8% | Reduced |
| Mutual Advisors, LLC | 25,503 | $46.7K | 0.00% | −1,181−4.4% | Reduced |
| Kestra Advisory Services, LLC | 25,275 | $46.3K | 0.00% | −31,176−55.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 24,846 | $45.5K | 0.02% | −2,802−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,826 | $45.4K | 0.00% | −424−1.7% | Reduced |
| IHT Wealth Management, LLC | 24,474 | $44.8K | 0.00% | −2,414−9.0% | Reduced |
| Diligent Investors, LLC | 24,300 | $44.5K | 0.01% | −6,300−20.6% | Reduced |
| Zacks Investment Management | 23,772 | $43.5K | 0.00% | −523−2.2% | Reduced |
| KBC Group NV | 22,791 | $42.0K | 0.00% | −5,394−19.1% | Reduced |
| Gratus Capital LLC | 22,792 | $41.7K | 0.00% | +22,792 | New |
| M&T Bank Corp | 22,409 | $41.4K | 0.00% | −15,457−40.8% | Reduced |
| ORG Partners LLC | 22,580 | $41.3K | 0.01% | +7,920+54.0% | Added |
| Belpointe Asset Management LLC | 22,471 | $41.1K | 0.00% | −2,056−8.4% | Reduced |
| Quadrant Capital Group LLC | 22,345 | $40.9K | 0.00% | −150−0.7% | Reduced |
| Marex Group plc | 22,196 | $40.6K | 0.00% | +22,196 | New |
| Guardian Capital LP | 22,145 | $40.5K | 0.00% | +7,717+53.5% | Added |
| LM Advisors LLC | 22,000 | $40.3K | 0.01% | +22,000 | New |
| Meeder Advisory Services, Inc. | 21,489 | $39.3K | 0.00% | −8,861−29.2% | Reduced |
| GTS Securities LLC | 20,808 | $38.1K | 0.00% | −98,230−82.5% | Reduced |
| Boothbay Fund Management, LLC | 20,688 | $37.9K | 0.00% | +20,688 | New |
| Carolina Wealth Advisors, LLC | 20,678 | $37.8K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,033 | $36.7K | 0.00% | +20,033 | New |
| Marathon Trading Investment Management LLC | 20,000 | $36.6K | 0.01% | −5,000−20.0% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $36.6K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 25,851 | $36.2K | 0.00% | −5,502−17.5% | Reduced |
| Oppenheimer & Co Inc | 19,396 | $35.5K | 0.00% | −3,305−14.6% | Reduced |
| Empirical Finance, LLC | 19,274 | $35.3K | 0.00% | −839−4.2% | Reduced |
| Glenmede Trust Co NA | 19,148 | $35.0K | 0.00% | +4,847+33.9% | Added |
| Cornerstone Wealth Management, LLC | 19,082 | $34.9K | 0.00% | −5,543−22.5% | Reduced |
| Kestra Private Wealth Services, LLC | 18,411 | $33.7K | 0.00% | −6,944−27.4% | Reduced |
| First Manhattan Co | 17,649 | $32.3K | 0.00% | −10,725−37.8% | Reduced |
| Wedbush Securities Inc | 17,482 | $32.0K | 0.00% | −3,152−15.3% | Reduced |
| Cetera Investment Advisers | 16,827 | $30.8K | 0.00% | −54,936−76.6% | Reduced |
| United Capital Financial Advisers, LLC | 16,808 | $30.8K | 0.00% | −13,821−45.1% | Reduced |
| Wetherby Asset Management Inc | 16,511 | $30.2K | 0.00% | +6,004+57.1% | Added |
| NorthRock Partners, LLC | 16,054 | $29.4K | 0.00% | +3,943+32.6% | Added |
| Gamco Investors, Inc. Et Al | 16,000 | $29.3K | 0.00% | −8,000−33.3% | Reduced |
| Qube Research & Technologies Ltd | 15,935 | $29.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,919 | $29.1K | 0.00% | −1,234−7.2% | Reduced |
| Wellington Shields & Co., LLC | 15,816 | $28.9K | 0.01% | −1,295−7.6% | Reduced |
| Huntington National Bank | 15,292 | $28.0K | 0.00% | −810−5.0% | Reduced |
| Resurgent Financial Advisors LLC | 15,000 | $27.4K | 0.02% | −38,000−71.7% | Reduced |
| Future Financial Wealth Managment LLC | 15,000 | $27.4K | 0.03% | −4,761−24.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $27.4K | 0.00% | +15,000 | New |
| Brighton Jones LLC | 14,575 | $26.7K | 0.00% | +14,575 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,308 | $26.2K | 0.01% | −26,200−64.7% | Reduced |
| Portland Investment Counsel Inc. | 14,000 | $26.0K | 0.01% | −5,000−26.3% | Reduced |
| TownSquare Capital, LLC | 14,064 | $25.7K | 0.00% | +456+3.4% | Added |
| Strategies Wealth Advisors, LLC | 14,027 | $25.7K | 0.00% | +14,027 | New |
| Humankind Investments LLC | 13,934 | $25.5K | 0.01% | +3,089+28.5% | Added |
| StoneX Group Inc. | 13,863 | $25.4K | 0.00% | +13,863 | New |
| Independent Financial Group, LLC | 13,588 | $24.9K | 0.00% | −4,650−25.5% | Reduced |
| Wexford Capital LP | 13,380 | $24.5K | 0.01% | +13,380 | New |
| Kingswood Wealth Advisors, LLC | 13,221 | $24.2K | 0.00% | +13,221 | New |
| Tradition Wealth Management, LLC | 13,348 | $24.0K | 0.00% | +1,784+15.4% | Added |
| HighPoint Advisor Group LLC | 14,714 | $24.0K | 0.00% | +14,714 | New |
| Avantax Advisory Services, Inc. | 12,925 | $23.7K | 0.00% | −5,988−31.7% | Reduced |
| Institutional & Family Asset Management, LLC | 12,778 | $23.4K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,756 | $23.3K | 0.00% | −7,093−35.7% | Reduced |
| MAI Capital Management | 12,676 | $23.2K | 0.00% | −1,934−13.2% | Reduced |
| Modera Wealth Management, LLC | 12,624 | $23.1K | 0.00% | 00.0% | Unchanged |
| Harvest Management LLC | 12,540 | $22.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 12,316 | $22.5K | 0.01% | −2,576−17.3% | Reduced |
| Chicago Partners Investment Group LLC | 16,198 | $21.9K | 0.00% | +29+0.2% | Added |
| Abel Hall, LLC | 11,765 | $21.5K | 0.02% | +11,765 | New |
| Mather Group, LLC. | 11,643 | $21.3K | 0.00% | −3,202−21.6% | Reduced |
| Arkadios Wealth Advisors | 11,615 | $21.3K | 0.00% | −3,038−20.7% | Reduced |
| Lincoln National Corp | 11,505 | $21.1K | 0.00% | −3,676−24.2% | Reduced |
| Wealthfront Advisers LLC | 11,432 | $20.9K | 0.00% | +11,432 | New |
| Fidelis Capital Partners, LLC | 11,378 | $20.8K | 0.00% | −22,752−66.7% | Reduced |
| Avidian Wealth Solutions, LLC | 11,255 | $20.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,120 | $20.4K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,101 | $20.3K | 0.00% | +11,101 | New |
| HBK Sorce Advisory LLC | 11,090 | $20.3K | 0.00% | +11,090 | New |
| Cigna Investments Inc | 10,936 | $20.0K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 10,827 | $19.8K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 10,749 | $19.7K | 0.00% | +10,749 | New |
| Sawgrass Asset Management LLC | 10,748 | $19.7K | 0.00% | +10,748 | New |
| Congress Wealth Management LLC | 10,739 | $19.7K | 0.00% | −924−7.9% | Reduced |
| Apollon Wealth Management, LLC | 10,664 | $19.5K | 0.00% | +10,664 | New |
| Pure Financial Advisors, Inc. | 10,661 | $19.5K | 0.00% | +10,661 | New |
| Cantor Fitzgerald, L. P. | 10,573 | $19.3K | 0.00% | +10,573 | New |