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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
Geneos Wealth Management Inc.343$6280.00%−259−43.0%Reduced
CoreFirst Bank & Trust330$6040.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.307$5620.00%−274−47.2%Reduced
Iron Horse Wealth Management, LLC300$5490.00%00.0%Unchanged
GAMMA Investing LLC449$5480.00%+449New
Prestige Wealth Management Group LLC288$5270.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC257$4710.00%00.0%Unchanged
Cape Investment Advisory, Inc.233$4260.00%00.0%Unchanged
Live Oak Investment Partners–$4230.00%––
Umb Bank N A218$3990.00%−44−16.8%Reduced
Tyler-Stone Wealth Management214$3910.00%00.0%Unchanged
Voisard Asset Management Group, Inc.212$3880.00%+212New
Bell Investment Advisors, Inc201$3680.00%−217−51.9%Reduced
Pacific Center for Financial Services201$3680.00%00.0%Unchanged
Armstrong Advisory Group, Inc198$3630.00%00.0%Unchanged
PSI Advisors, LLC197$3600.00%00.0%Unchanged
TD Capital Management LLC192$3520.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.192$3510.00%00.0%Unchanged
Bogart Wealth, LLC190$3480.00%00.0%Unchanged
Parkside Financial Bank & Trust175$3210.00%+175New
Creative Financial Designs Inc175$3200.00%−4,960−96.6%Reduced
Focused Wealth Management, Inc175$3200.00%00.0%Unchanged
Rothschild Investment LLC169$3090.00%+169New
Investors Research Corp166$3040.00%−249−60.0%Reduced
Clear Point Advisors Inc.146$2670.00%+146New
Baldwin Brothers Inc142$2600.00%00.0%Unchanged
Assetmark, Inc129$2360.00%+25+24.0%Added
United Community Bank126$2310.00%00.0%Unchanged
Kozak & Associates, Inc.142$2210.00%00.0%Unchanged
Winch Advisory Services, LLC117$2150.00%00.0%Unchanged
Farmers & Merchants Investments Inc116$2120.00%−250−68.3%Reduced
Global Trust Asset Management, LLC113$2070.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.100$1830.00%−16−13.8%Reduced
New England Capital Financial Advisors LLC100$1830.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$1830.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.100$1830.00%+100New
Burkett Financial Services, LLC94$1730.00%+94New
Strategic Investment Solutions, Inc.94$1720.00%−5,828−98.4%Reduced
JNBA Financial Advisors87$1600.00%00.0%Unchanged
Fairfield, Bush & Co.75$1370.00%+75New
Pflug Koory, LLC74$1350.00%00.0%Unchanged
Caitlin John, LLC71$1300.00%+71New
Able Wealth Management LLC69$1270.00%+69New
Larson Financial Group LLC62$1130.00%00.0%Unchanged
VisionPoint Advisory Group, LLC60$1100.00%00.0%Unchanged
First Community Trust NA56$1020.00%00.0%Unchanged
Coppell Advisory Solutions LLC55$1010.00%+55New
Raffa Wealth Management, LLC47$860.00%00.0%Unchanged
Whittier Trust Co43$780.00%−464−91.5%Reduced
Twin Lakes Capital Management, LLC43$780.00%00.0%Unchanged
Westside Investment Management, Inc.42$770.00%00.0%Unchanged
Glassman Wealth Services41$750.00%−136−76.8%Reduced
Mark Sheptoff Financial Planning, LLC39$710.00%00.0%Unchanged
NBT Bank N A39$710.00%+39New
Cherry Tree Wealth Management, LLC34$630.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc34$610.00%00.0%Unchanged
Fortis Group Advisors, LLC32$580.00%+16+100.0%Added
Salomon & Ludwin, LLC38$540.00%00.0%Unchanged
FinTrust Capital Advisors, LLC27$500.00%00.0%Unchanged
Insight Financial Services26$470.00%00.0%Unchanged
Princeton Global Asset Management LLC21$380.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC20$370.00%00.0%Unchanged
Hallmark Capital Management Inc19$350.00%00.0%Unchanged
Tradewinds Capital Management, LLC18$330.00%00.0%Unchanged
Carolinas Wealth Consulting LLC18$330.00%00.0%Unchanged
TCTC Holdings, LLC17$310.00%−300−94.6%Reduced
Northwest Financial Advisors17$310.00%+17New
Riggs Asset Managment Co. Inc.16$300.00%+16New
Frazier Financial Advisors, LLC16$300.00%+16New
Archer Investment Corp13$240.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$220.00%00.0%Unchanged
Planned Solutions, Inc.12$220.00%+12New
Cornerstone Planning Group LLC10$180.00%00.0%Unchanged
Hoey Investments, Inc9$170.00%00.0%Unchanged
Livelsberger Financial Advisory9$170.00%+9New
Tucker Asset Management LLC8$150.00%−200−96.2%Reduced
Credit Agricole S A6$110.00%00.0%Unchanged
NVWM, LLC5$90.00%00.0%Unchanged
Hollencrest Capital Management4$70.00%00.0%Unchanged
IAG Wealth Partners, LLC2$40.00%00.0%Unchanged
Colonial Trust Advisors1$20.00%00.0%Unchanged
AllSquare Wealth Management LLC1$20.00%00.0%Unchanged
Clear Street LLC1$20.00%00.0%Unchanged
Concorde Financial Corp1$10.00%+1New
Lazard Asset Management LLC191$00.00%−20,832−99.1%Reduced
Centerpoint Advisors, LLC125$00.00%−650−83.9%Reduced
Smithfield Trust Co104$00.00%00.0%Unchanged
Vestcor Inc90$00.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC369$00.00%00.0%Unchanged
Coston, McIsaac & Partners25$00.00%00.0%Unchanged
Horizon Bancorp Inc253$00.00%+253New
First PREMIER Bank105$00.00%+105New
HBC Financial Services, PLLC60$00.00%+60New
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Pathstone Holdings, LLC35,673––+35,673New
Allspring Global Investments Holdings, LLC0$00.00%−2,085,381−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−1,611,863−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−570,155−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−359,201−100.0%Sold out
Black Swift Group, LLC0$00.00%−240,000−100.0%Sold out