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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 10,459 | $19.1K | 0.01% | −11,019−51.3% | Reduced |
| Ci Investments Inc. | 10,310 | $19.0K | 0.00% | +545+5.6% | Added |
| CWM, LLC | 10,245 | $19.0K | 0.00% | +498+5.1% | Added |
| Stratos Wealth Partners, LTD. | 10,157 | $18.6K | 0.00% | −8,347−45.1% | Reduced |
| Equitable Holdings, Inc. | 10,110 | $18.5K | 0.00% | −762−7.0% | Reduced |
| Chelsea Counsel Co | 10,000 | $18.3K | 0.01% | −11,000−52.4% | Reduced |
| King Luther Capital Management Corp | 10,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 10,000 | $18.3K | 0.01% | +10,000 | New |
| Invst, LLC | 12,326 | $16.6K | 0.00% | −675−5.2% | Reduced |
| AdvisorNet Financial, Inc | 8,814 | $16.1K | 0.00% | −1,048−10.6% | Reduced |
| Signaturefd, LLC | 8,626 | $15.8K | 0.00% | −1,747−16.8% | Reduced |
| Old Point Trust & Financial Services N A | 8,278 | $15.1K | 0.01% | +8,278 | New |
| Parallel Advisors, LLC | 7,311 | $13.4K | 0.00% | −2,708−27.0% | Reduced |
| AlphaMark Advisors, LLC | 6,850 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,060 | $12.9K | 0.00% | −5,000−41.5% | Reduced |
| Impact Partnership Wealth, LLC | 6,509 | $11.9K | 0.00% | −381−5.5% | Reduced |
| Lindbrook Capital, LLC | 5,541 | $10.1K | 0.00% | +640+13.1% | Added |
| Global Retirement Partners, LLC | 6,179 | $9.58K | 0.00% | −350−5.4% | Reduced |
| BFSG, LLC | 5,143 | $9.41K | 0.00% | −9,550−65.0% | Reduced |
| GHP Investment Advisors, Inc. | 5,085 | $9.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,976 | $7.28K | 0.00% | −284−6.7% | Reduced |
| Spire Wealth Management | 5,402 | $7.13K | 0.00% | −1,380−20.3% | Reduced |
| GWM Advisors LLC | 3,759 | $6.88K | 0.00% | +70+1.9% | Added |
| ICA Group Wealth Management, LLC | 3,515 | $6.43K | 0.00% | +3,515 | New |
| Federation des caisses Desjardins du Quebec | 3,257 | $5.96K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,196 | $5.85K | 0.00% | +3,196 | New |
| Retirement Group, LLC | 39 | $5.67K | 0.00% | +23+143.8% | Added |
| Fifth Third Bancorp | 3,058 | $5.60K | 0.00% | −4,961−61.9% | Reduced |
| Norwood Financial Corp | 3,000 | $5.46K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,976 | $5.45K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,900 | $5.31K | 0.00% | +2,000+222.2% | Added |
| Cypress Capital Management LLC (WY) | 2,814 | $5.15K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,756 | $5.04K | 0.00% | +525+23.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2,531 | $5.00K | 0.00% | +2,531 | New |
| EverSource Wealth Advisors, LLC | 2,715 | $4.97K | 0.00% | +241+9.7% | Added |
| Spotlight Asset Group, Inc. | 3,330 | $4.73K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,543 | $4.65K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,444 | $4.47K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,439 | $4.46K | 0.00% | +997+69.1% | Added |
| Bokf, NA | 2,260 | $4.13K | 0.00% | −726−24.3% | Reduced |
| Front Row Advisors LLC | 2,257 | $4.13K | 0.00% | −400−15.1% | Reduced |
| Venturi Wealth Management, LLC | 2,245 | $4.11K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,168 | $3.97K | 0.00% | +2,168 | New |
| Truvestments Capital LLC | 2,124 | $3.89K | 0.00% | +2,124 | New |
| Concord Wealth Partners | 2,016 | $3.69K | 0.00% | −2,000−49.8% | Reduced |
| Sachetta, LLC | 2,000 | $3.66K | 0.00% | +2,000 | New |
| Rocky Mountain Advisers, LLC | 1,910 | $3.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $3.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,651 | $3.02K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,647 | $3.01K | 0.00% | +751+83.8% | Added |
| TSFG, LLC | 1,387 | $3.00K | 0.00% | −51−3.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,440 | $3.00K | 0.00% | +986+217.2% | Added |
| Sugarloaf Wealth Management, LLC | 1,608 | $2.94K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $2.93K | 0.00% | −1,400−46.7% | Reduced |
| National Bank of Canada | 1,512 | $2.86K | 0.00% | −450−22.9% | Reduced |
| Sunbelt Securities, Inc. | 1,528 | $2.80K | 0.00% | −124−7.5% | Reduced |
| PFS Partners, LLC | 1,526 | $2.79K | 0.00% | −350−18.7% | Reduced |
| Crewe Advisors LLC | 1,412 | $2.58K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,693 | $2.40K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,292 | $2.36K | 0.00% | +1,292 | New |
| Farther Finance Advisors, LLC | 1,227 | $2.25K | 0.00% | +407+49.6% | Added |
| TD Waterhouse Canada Inc. | 1,207 | $2.19K | 0.00% | −345−22.2% | Reduced |
| Proequities, Inc. | 1,116 | $2.04K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $2.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,254 | $2.00K | 0.00% | −8,483−87.1% | Reduced |
| IFP Advisors, Inc | 1,090 | $1.99K | 0.00% | −717−39.7% | Reduced |
| North Star Investment Management Corp. | 1,066 | $1.95K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,057 | $1.94K | 0.00% | +1,057 | New |
| Signature Resources Capital Management, LLC | 1,051 | $1.92K | 0.00% | +1,051 | New |
| Baystate Wealth Management LLC | 1,025 | $1.88K | 0.00% | +511+99.4% | Added |
| Key Financial Inc | 1,016 | $1.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $1.83K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $1.79K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 883 | $1.62K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 876 | $1.60K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 863 | $1.58K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 825 | $1.51K | 0.00% | −386−31.9% | Reduced |
| Hobbs Group Advisors, LLC | 782 | $1.43K | 0.00% | +782 | New |
| Smartleaf Asset Management LLC | 750 | $1.39K | 0.00% | +750 | New |
| SRS Capital Advisors, Inc. | 749 | $1.37K | 0.00% | +610+438.8% | Added |
| Financial Avengers, Inc. | 717 | $1.31K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 688 | $1.26K | 0.00% | +688 | New |
| Macroview Investment Management LLC | 648 | $1.19K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $1.10K | 0.00% | +600 | New |
| City Holding Co | 600 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $976 | 0.00% | −800−60.0% | Reduced |
| Aspire Private Capital, LLC | 523 | $957 | 0.00% | +419+402.9% | Added |
| Tortoise Investment Management, LLC | 520 | $952 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 516 | $944 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 500 | $915 | 0.00% | +500 | New |
| Scarborough Advisors, LLC | 479 | $876 | 0.00% | +479 | New |
| Arlington Trust Co LLC | 474 | $867 | 0.00% | +474 | New |
| McIlrath & Eck, LLC | 429 | $785 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $732 | 0.00% | +400 | New |
| Greenwood Gearhart Inc | 399 | $730 | 0.00% | +399 | New |
| Sound Income Strategies, LLC | 371 | $679 | 0.00% | −210−36.1% | Reduced |