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.
| 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 | 808 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 523 | $816 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $832 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 600 | $930 | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $936 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,045 | $1.00K | 0.00% | −209−16.7% | Reduced |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 648 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 717 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 688 | $1.07K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 754 | $1.18K | 0.00% | −893−54.2% | Reduced |
| Quarry LP | 767 | $1.20K | 0.00% | +767 | New |
| Gilliland Jeter Wealth Management LLC | 795 | $1.24K | 0.00% | +795 | New |
| Quent Capital, LLC | 824 | $1.29K | 0.00% | −1−0.1% | Reduced |
| Sound Income Strategies, LLC | 852 | $1.33K | 0.00% | +481+129.6% | Added |
| Kelly Financial Services LLC | 883 | $1.38K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,205 | $1.43K | 0.00% | −1,510−55.6% | Reduced |
| First Pacific Financial | 978 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,000 | $1.56K | 0.00% | −608−37.8% | Reduced |
| Jones Financial Companies LLLP | 1,000 | $1.56K | 0.00% | +1,000 | New |
| Key Financial Inc | 1,016 | $1.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $1.66K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,101 | $1.72K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,136 | $1.77K | 0.00% | +20+1.8% | Added |
| Signature Resources Capital Management, LLC | 1,051 | $1.92K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,512 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,023 | $2.00K | 0.00% | −417−29.0% | Reduced |
| TSFG, LLC | 1,383 | $2.00K | 0.00% | −4−0.3% | Reduced |
| POM Investment Strategies, LLC | 1,292 | $2.02K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,412 | $2.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,571 | $2.29K | 0.00% | +344+28.0% | Added |
| Front Row Advisors LLC | 1,507 | $2.35K | 0.00% | −750−33.2% | Reduced |
| PFS Partners, LLC | 1,521 | $2.37K | 0.00% | −5−0.3% | Reduced |
| Sunbelt Securities, Inc. | 1,528 | $2.38K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,751 | $2.56K | 0.00% | +1,751 | New |
| GPS Wealth Strategies Group, LLC | 1,651 | $2.58K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $2.73K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,934 | $2.77K | 0.00% | +727+60.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,802 | $2.81K | 0.00% | −1,455−44.7% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,809 | $3.00K | 0.00% | +1,809 | New |
| CIBC Private Wealth Group, LLC | 2,067 | $3.02K | 0.00% | +2,067 | New |
| Bokf, NA | 2,204 | $3.22K | 0.00% | −56−2.5% | Reduced |
| Venturi Wealth Management, LLC | 2,245 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2,000 | $3.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,351 | $3.67K | 0.00% | +1,351+135.1% | Added |
| Hexagon Capital Partners LLC | 2,398 | $3.74K | 0.00% | −41−1.7% | Reduced |
| Main Street Group, LTD | 2,557 | $3.79K | 0.00% | +389+17.9% | Added |
| Lindbrook Capital, LLC | 2,481 | $3.87K | 0.00% | −3,060−55.2% | Reduced |
| First Horizon Advisors, Inc. | 2,500 | $3.90K | 0.00% | +2,500 | New |
| Financial Perspectives, Inc | 2,543 | $3.97K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 14 | $4.30K | 0.00% | −25−64.1% | Reduced |
| Cypress Capital Management LLC (WY) | 2,814 | $4.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,876 | $4.49K | 0.00% | −320−10.0% | Reduced |
| Smartleaf Asset Management LLC | 2,850 | $4.50K | 0.00% | +2,100+280.0% | Added |
| Highlander Capital Management, LLC | 2,900 | $4.52K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,976 | $4.64K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,000 | $4.65K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,018 | $4.71K | 0.00% | +3,000+16,666.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $4.95K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,330 | $5.20K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,515 | $5.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,626 | $5.66K | 0.00% | −350−8.8% | Reduced |
| Versant Capital Management, Inc | 3,829 | $5.97K | 0.00% | +1,073+38.9% | Added |
| Concord Wealth Partners | 4,016 | $6.26K | 0.00% | +2,000+99.2% | Added |
| Brown Brothers Harriman & Co | 4,123 | $6.43K | 0.00% | +4,123 | New |
| GHP Investment Advisors, Inc. | 5,085 | $7.93K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 5,143 | $8.02K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,180 | $8.08K | 0.00% | +2,122+69.4% | Added |
| Spire Wealth Management | 5,402 | $8.43K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5,850 | $9.00K | 0.00% | −1,000−14.6% | Reduced |
| Global Retirement Partners, LLC | 6,025 | $9.40K | 0.00% | −154−2.5% | Reduced |
| Impact Partnership Wealth, LLC | 6,509 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,649 | $10.4K | 0.00% | −662−9.1% | Reduced |
| Ancora Advisors, LLC | 7,060 | $11.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 8,014 | $12.5K | 0.00% | −264−3.2% | Reduced |
| Allworth Financial LP | 8,274 | $12.9K | 0.00% | −7,645−48.0% | Reduced |
| CWM, LLC | 8,034 | $13.0K | 0.00% | −2,211−21.6% | Reduced |
| AdvisorNet Financial, Inc | 8,504 | $13.3K | 0.00% | −310−3.5% | Reduced |
| Ci Investments Inc. | 9,799 | $15.0K | 0.00% | −511−5.0% | Reduced |
| King Luther Capital Management Corp | 10,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 10,100 | $15.8K | 0.00% | +10,100 | New |
| Avantax Advisory Services, Inc. | 10,122 | $15.8K | 0.00% | −2,803−21.7% | Reduced |
| Everhart Financial Group, Inc. | 10,336 | $16.1K | 0.00% | +10,336 | New |
| Arbor Wealth Advisors LLC | 10,459 | $16.3K | 0.02% | +10,459 | New |
| BancorpSouth Bank | 10,464 | $16.3K | 0.00% | +10,464 | New |
| Cantor Fitzgerald, L. P. | 10,573 | $16.5K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,617 | $16.6K | 0.00% | −122−1.1% | Reduced |
| Keystone Financial Group | 10,668 | $16.6K | 0.00% | −81−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 10,698 | $16.7K | 0.00% | +10,698 | New |
| Stratos Wealth Partners, LTD. | 10,708 | $16.7K | 0.00% | +551+5.4% | Added |
| Slocum, Gordon & Co LLP | 10,727 | $16.7K | 0.01% | −100−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 10,745 | $16.8K | 0.00% | −356−3.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 10,877 | $17.0K | 0.01% | +10,877 | New |
| Cigna Investments Inc | 10,936 | $17.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10,932 | $17.1K | 0.00% | −1,744−13.8% | Reduced |
| Sigma Planning Corp | 11,007 | $17.2K | 0.00% | +11,007 | New |
| Signaturefd, LLC | 11,268 | $17.6K | 0.00% | +2,642+30.6% | Added |