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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 11,269 | $17.6K | 0.00% | +11,269 | New |
| Duncan Williams Asset Management, LLC | 11,500 | $17.9K | 0.02% | +11,500 | New |
| Lincoln National Corp | 11,522 | $18.0K | 0.00% | +17+0.1% | Added |
| Benedetti & Gucer, Inc. | 11,364 | $18.0K | 0.01% | −17,169−60.2% | Reduced |
| HighPoint Advisor Group LLC | 14,087 | $18.0K | 0.00% | −627−4.3% | Reduced |
| Invst, LLC | 12,351 | $18.0K | 0.00% | +25+0.2% | Added |
| Avidian Wealth Solutions, LLC | 11,755 | $18.3K | 0.00% | +500+4.4% | Added |
| Arkadios Wealth Advisors | 11,793 | $18.4K | 0.00% | +178+1.5% | Added |
| Mather Group, LLC. | 10,184 | $18.6K | 0.00% | −1,459−12.5% | Reduced |
| Deseret Mutual Benefit Administrators | 12,316 | $19.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,338 | $19.2K | 0.00% | +12,338 | New |
| First Manhattan Co | 12,349 | $19.3K | 0.00% | −5,300−30.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,374 | $19.3K | 0.00% | +12,374 | New |
| Inceptionr LLC | 12,535 | $19.6K | 0.01% | +12,535 | New |
| Harvest Management LLC | 12,540 | $19.6K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,628 | $19.7K | 0.00% | +40.0% | Added |
| Institutional & Family Asset Management, LLC | 12,778 | $19.9K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 12,955 | $20.2K | 0.01% | −979−7.0% | Reduced |
| Future Financial Wealth Managment LLC | 13,000 | $20.3K | 0.02% | −2,000−13.3% | Reduced |
| Guardian Capital LP | 13,129 | $20.5K | 0.00% | −9,016−40.7% | Reduced |
| Triumph Capital Management | 14,137 | $20.6K | 0.01% | −207,273−93.6% | Reduced |
| Tradition Wealth Management, LLC | 13,348 | $20.8K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 13,394 | $20.9K | 0.00% | −7,414−35.6% | Reduced |
| Vident Advisory, LLC | 13,436 | $21.0K | 0.00% | +13,436 | New |
| Sawgrass Asset Management LLC | 13,523 | $21.1K | 0.00% | +2,775+25.8% | Added |
| Abel Hall, LLC | 13,695 | $21.4K | 0.02% | +1,930+16.4% | Added |
| HBK Sorce Advisory LLC | 13,725 | $21.4K | 0.00% | +2,635+23.8% | Added |
| TownSquare Capital, LLC | 13,811 | $21.5K | 0.00% | −253−1.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,936 | $23.3K | 0.00% | +14,936 | New |
| Gamco Investors, Inc. Et Al | 15,000 | $23.4K | 0.00% | −1,000−6.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,157 | $23.6K | 0.00% | −6,332−29.5% | Reduced |
| Moors & Cabot, Inc. | 15,670 | $24.4K | 0.00% | +15,670 | New |
| Wellington Shields & Co., LLC | 15,816 | $24.7K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,935 | $24.9K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 16,000 | $25.0K | 0.01% | +6,000+60.0% | Added |
| NorthRock Partners, LLC | 16,014 | $25.0K | 0.00% | −40−0.2% | Reduced |
| Two Sigma Securities, LLC | 17,004 | $26.5K | 0.00% | −200,903−92.2% | Reduced |
| Exencial Wealth Advisors, LLC | 17,180 | $26.8K | 0.00% | +17,180 | New |
| Wedbush Securities Inc | 17,215 | $27.0K | 0.00% | −267−1.5% | Reduced |
| Financial Advisory Service, Inc. | 17,962 | $28.0K | 0.00% | −9,496−34.6% | Reduced |
| DoubleLine ETF Adviser LP | 17,991 | $28.1K | 0.01% | +17,991 | New |
| National Asset Management, Inc. | 19,849 | $28.2K | 0.00% | +7,093+55.6% | Added |
| Cresset Asset Management, LLC | 18,235 | $28.4K | 0.00% | +18,235 | New |
| Cornerstone Wealth Management, LLC | 18,542 | $28.9K | 0.00% | −540−2.8% | Reduced |
| Empirical Finance, LLC | 19,106 | $29.8K | 0.00% | −168−0.9% | Reduced |
| Oppenheimer & Co Inc | 19,396 | $30.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19,464 | $30.4K | 0.00% | +19,464 | New |
| Kestra Private Wealth Services, LLC | 19,639 | $30.6K | 0.00% | +1,228+6.7% | Added |
| Marathon Trading Investment Management LLC | 20,000 | $31.2K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $31.2K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,598 | $33.7K | 0.00% | −24,157−52.8% | Reduced |
| Fidelis Capital Partners, LLC | 22,142 | $34.5K | 0.01% | +10,764+94.6% | Added |
| Gratus Capital LLC | 22,792 | $35.6K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 22,923 | $35.8K | 0.00% | −189,400−89.2% | Reduced |
| KBC Group NV | 22,791 | $36.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,265 | $36.3K | 0.00% | −1,561−6.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 23,445 | $36.6K | 0.02% | −1,401−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 23,584 | $36.8K | 0.00% | +6,776+40.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,867 | $37.2K | 0.00% | −10,553−30.7% | Reduced |
| GeoWealth Management, LLC | 24,704 | $38.5K | 0.00% | +24,704 | New |
| Tower Research Capital LLC (TRC) | 24,737 | $38.6K | 0.00% | −81,134−76.6% | Reduced |
| Stephens Inc | 25,135 | $39.2K | 0.00% | −8,996−26.4% | Reduced |
| State of Wyoming | 25,531 | $39.8K | 0.01% | −25,430−49.9% | Reduced |
| Teacher Retirement System of Texas | 25,637 | $40.0K | 0.00% | −20,310−44.2% | Reduced |
| Glenmede Trust Co NA | 25,712 | $40.1K | 0.00% | +6,564+34.3% | Added |
| Kestra Advisory Services, LLC | 25,717 | $40.1K | 0.00% | +442+1.7% | Added |
| US Bancorp | 25,792 | $40.2K | 0.00% | −1,557−5.7% | Reduced |
| Brookstone Capital Management | 26,089 | $40.7K | 0.00% | −3,684−12.4% | Reduced |
| M&T Bank Corp | 27,196 | $42.5K | 0.00% | +4,787+21.4% | Added |
| Ballentine Partners, LLC | 27,444 | $42.8K | 0.00% | −1,815−6.2% | Reduced |
| PFG Investments, LLC | 27,637 | $43.1K | 0.00% | +27,637 | New |
| Ieq Capital, LLC | 27,710 | $43.2K | 0.00% | +27,710 | New |
| Coldstream Capital Management Inc | 28,125 | $43.9K | 0.00% | +927+3.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,213 | $44.0K | 0.00% | +28,213 | New |
| LMG Wealth Partners, LLC | 28,454 | $44.4K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 28,978 | $45.2K | 0.03% | −4,060−12.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 29,102 | $45.4K | 0.00% | +29,102 | New |
| Leonteq Securities AG | 29,591 | $46.2K | 0.01% | −6,249−17.4% | Reduced |
| Compagnie Lombard Odier SCmA | 30,000 | $46.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30,425 | $47.0K | 0.03% | +2,569+9.2% | Added |
| Fulton Bank, N.A. | 30,803 | $48.1K | 0.00% | +30,803 | New |
| IHT Wealth Management, LLC | 31,316 | $48.9K | 0.00% | +6,842+28.0% | Added |
| Nomura Asset Management Co Ltd | 32,000 | $49.9K | 0.00% | −49,000−60.5% | Reduced |
| Pacific Sage Partners, LLC | 32,379 | $50.5K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 33,692 | $52.6K | 0.00% | +8,189+32.1% | Added |
| Quadrant Capital Group LLC | 34,179 | $53.3K | 0.00% | +11,834+53.0% | Added |
| Northwestern Mutual Wealth Management Co | 34,460 | $53.8K | 0.00% | −1,698−4.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,136 | $54.8K | 0.00% | −4,789−12.0% | Reduced |
| Wetherby Asset Management Inc | 35,485 | $55.4K | 0.00% | +18,974+114.9% | Added |
| Chicago Partners Investment Group LLC | 41,080 | $55.9K | 0.00% | +24,882+153.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 36,251 | $56.6K | 0.00% | +36,251 | New |
| Naples Money Management LLC | 37,200 | $58.0K | 0.06% | −19,000−33.8% | Reduced |
| Pathstone Holdings, LLC | 37,534 | $58.6K | 0.00% | +1,861+5.2% | Added |
| Vinva Investment Management Ltd | 24,511 | $58.6K | 0.00% | +24,511 | New |
| Captrust Financial Advisors | 37,593 | $58.6K | 0.00% | −60,312−61.6% | Reduced |
| Atomi Financial Group, Inc. | 38,420 | $59.9K | 0.01% | −21,417−35.8% | Reduced |
| Veriti Management LLC | 38,877 | $60.6K | 0.00% | +3,924+11.2% | Added |
| First Citizens Bank & Trust Co | 39,357 | $61.4K | 0.00% | +39,357 | New |
| Straight Path Wealth Management | 40,000 | $62.4K | 0.04% | 00.0% | Unchanged |