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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, Q1 2024

Institutional positions in Lumen Technologies, Inc. as of Mar 31, 2024. 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
486
−2 vs. Q4 2023
Shares held
676.2M
+1.37M (+0.2%) vs. Q4 2023
Total value
$1.06B
−$178.8M (−14.5%) vs. Q4 2023
New holders
65
116 more added
Sold out
67
151 more reduced

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 486 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 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 heldQ1 2024: $1.06B
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 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2023.

Institutions holding LUMN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Horizon Bancorp Inc253$00.00%00.0%Unchanged
Smithfield Trust Co104$00.00%00.0%Unchanged
Lazard Asset Management LLC191$00.00%00.0%Unchanged
Vestcor Inc72$00.00%−18−20.0%Reduced
First PREMIER Bank105$00.00%00.0%Unchanged
Centerpoint Advisors, LLC125$00.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC369$00.00%00.0%Unchanged
Coston, McIsaac & Partners25$00.00%00.0%Unchanged
Cutler Group LP73$00.00%+73New
WR Wealth Planners, LLC0$10.00%0New
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
IAG Wealth Partners, LLC2$30.00%00.0%Unchanged
Breakwater Investment Management3$50.00%+3New
Hollencrest Capital Management4$60.00%00.0%Unchanged
Credit Agricole S A6$80.00%00.0%Unchanged
NVWM, LLC5$80.00%00.0%Unchanged
Tucker Asset Management LLC8$120.00%00.0%Unchanged
Cornerstone Planning Group LLC10$140.00%00.0%Unchanged
Register Financial Advisors LLC9$140.00%+9New
Hoey Investments, Inc9$150.00%00.0%Unchanged
MV Capital Management, Inc.10$160.00%+10New
Moisand Fitzgerald Tamayo, LLC12$190.00%00.0%Unchanged
Archer Investment Corp13$200.00%00.0%Unchanged
Fortis Group Advisors, LLC16$250.00%−16−50.0%Reduced
Frazier Financial Advisors, LLC16$250.00%00.0%Unchanged
TCTC Holdings, LLC17$270.00%00.0%Unchanged
Carolinas Wealth Consulting LLC18$280.00%00.0%Unchanged
Hallmark Capital Management Inc19$300.00%00.0%Unchanged
Whittier Trust Co21$320.00%−22−51.2%Reduced
Princeton Global Asset Management LLC21$330.00%00.0%Unchanged
Sandy Spring Bank21$330.00%+21New
Insight Financial Services26$400.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.31$410.00%−2,500−98.8%Reduced
FinTrust Capital Advisors, LLC27$430.00%00.0%Unchanged
GAMMA Investing LLC31$480.00%−418−93.1%Reduced
Continuum Advisory, LLC36$480.00%+36New
American National Bank34$530.00%+34New
Cherry Tree Wealth Management, LLC34$540.00%00.0%Unchanged
Salomon & Ludwin, LLC38$590.00%00.0%Unchanged
NBT Bank N A39$610.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC39$610.00%00.0%Unchanged
Westside Investment Management, Inc.42$660.00%00.0%Unchanged
Twin Lakes Capital Management, LLC43$670.00%00.0%Unchanged
Raffa Wealth Management, LLC47$730.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc56$860.00%+22+64.7%Added
CVA Family Office, LLC55$860.00%+55New
First Community Trust NA56$870.00%00.0%Unchanged
Larson Financial Group LLC62$970.00%00.0%Unchanged
Central Pacific Bank - Trust Division70$1020.00%+70New
Pflug Koory, LLC74$1150.00%00.0%Unchanged
EnRich Financial Partners LLC78$1220.00%+78New
JNBA Financial Advisors87$1360.00%00.0%Unchanged
Assetmark, Inc89$1390.00%−40−31.0%Reduced
Burkett Financial Services, LLC94$1470.00%00.0%Unchanged
IFP Advisors, Inc98$1520.00%−992−91.0%Reduced
New England Capital Financial Advisors LLC100$1560.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$1560.00%00.0%Unchanged
Global Trust Asset Management, LLC113$1760.00%00.0%Unchanged
Farmers & Merchants Investments Inc116$1810.00%00.0%Unchanged
Winch Advisory Services, LLC117$1830.00%00.0%Unchanged
Kozak & Associates, Inc.142$1860.00%00.0%Unchanged
Truvestments Capital LLC124$1940.00%−2,000−94.2%Reduced
United Community Bank126$1970.00%00.0%Unchanged
Creative Financial Designs Inc135$2110.00%−40−22.9%Reduced
SRS Capital Advisors, Inc.139$2170.00%−610−81.4%Reduced
Baldwin Brothers Inc142$2220.00%00.0%Unchanged
Clear Point Advisors Inc.146$2270.00%00.0%Unchanged
Caitlin John, LLC148$2310.00%+77+108.5%Added
Parkside Financial Bank & Trust158$2470.00%−17−9.7%Reduced
Investors Research Corp166$2590.00%00.0%Unchanged
Hilltop National Bank170$2650.00%+170New
Bogart Wealth, LLC190$2960.00%00.0%Unchanged
Huntington National Bank192$2990.00%−15,100−98.7%Reduced
TD Capital Management LLC192$3000.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.192$3000.00%00.0%Unchanged
PSI Advisors, LLC197$3080.00%00.0%Unchanged
Pacific Center for Financial Services201$3140.00%00.0%Unchanged
Bell Investment Advisors, Inc201$3140.00%00.0%Unchanged
Bruce G. Allen Investments, LLC203$3170.00%+203New
Voisard Asset Management Group, Inc.212$3310.00%00.0%Unchanged
Tyler-Stone Wealth Management214$3340.00%00.0%Unchanged
Cape Investment Advisory, Inc.233$3630.00%00.0%Unchanged
Armstrong Advisory Group, Inc198$3630.00%00.0%Unchanged
Rothschild Investment LLC244$3810.00%+75+44.4%Added
Beaird Harris Wealth Management, LLC257$4010.00%00.0%Unchanged
Prestige Wealth Management Group LLC288$4490.00%00.0%Unchanged
Iron Horse Wealth Management, LLC300$4680.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.307$4790.00%00.0%Unchanged
Manchester Capital Management LLC310$4840.00%+310New
CoreFirst Bank & Trust330$5150.00%00.0%Unchanged
Ronald Blue Trust, Inc.419$6530.00%−34,429−98.8%Reduced
McIlrath & Eck, LLC429$6690.00%00.0%Unchanged
Geneos Wealth Management Inc.429$6690.00%+86+25.1%Added
Arlington Trust Co LLC474$7390.00%00.0%Unchanged
Umb Bank N A481$7500.00%+263+120.6%Added
St Germain D J Co Inc516$8050.00%00.0%Unchanged
Tortoise Investment Management, LLC520$8110.00%00.0%Unchanged
LRI Investments, LLC522$8140.00%+522New