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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 40,414 | $63.0K | 0.00% | −17,275−29.9% | Reduced |
| Baird Financial Group, Inc. | 40,912 | $63.8K | 0.00% | +40,912 | New |
| Atlas Brown,Inc. | 43,131 | $67.3K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 44,343 | $69.2K | 0.00% | +44,343 | New |
| Norges Bank | 45,161 | $70.5K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 45,455 | $70.9K | 0.00% | −7,042−13.4% | Reduced |
| CI Private Wealth, LLC | 46,205 | $72.1K | 0.00% | −44,641−49.1% | Reduced |
| Sage Rhino Capital LLC | 47,700 | $74.4K | 0.02% | +21,172+79.8% | Added |
| Belvedere Trading LLC | 48,090 | $75.0K | 0.01% | +11,025+29.7% | Added |
| Prime Capital Investment Advisors, LLC | 48,913 | $76.3K | 0.00% | +3,565+7.9% | Added |
| Envestnet Asset Management Inc | 49,557 | $77.3K | 0.00% | +2,185+4.6% | Added |
| Nisa Investment Advisors, LLC | 49,999 | $78.0K | 0.00% | +13,225+36.0% | Added |
| Gabelli Funds LLC | 50,000 | $78.0K | 0.00% | −40,000−44.4% | Reduced |
| Performa Ltd (US), LLC | 50,000 | $78.0K | 0.03% | +10,000+25.0% | Added |
| Guggenheim Capital LLC | 50,659 | $79.0K | 0.00% | −42,978−45.9% | Reduced |
| Metropolitan Life Insurance Co | 50,811 | $79.3K | 0.00% | −3,161−5.9% | Reduced |
| First Financial Bankshares Inc | 51,501 | $80.3K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 52,375 | $81.7K | 0.04% | +250+0.5% | Added |
| Truist Financial Corp | 53,085 | $82.8K | 0.00% | +27,217+105.2% | Added |
| Carolina Wealth Advisors, LLC | 53,518 | $83.5K | 0.05% | +32,840+158.8% | Added |
| Blair William & Co | 53,692 | $83.8K | 0.00% | +53,692 | New |
| Banque Cantonale Vaudoise | 54,000 | $84.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 53,863 | $84.0K | 0.00% | +40,275+296.4% | Added |
| Profund Advisors LLC | 54,444 | $84.9K | 0.00% | −14,621−21.2% | Reduced |
| Mercer Global Advisors Inc | 56,700 | $88.0K | 0.00% | +3,599+6.8% | Added |
| Journey Strategic Wealth LLC | 57,310 | $89.4K | 0.00% | +22,795+66.0% | Added |
| Russell Investments Group, Ltd. | 58,876 | $92.3K | 0.00% | −30,097−33.8% | Reduced |
| Arcataur Capital Management LLC | 59,303 | $92.5K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 61,957 | $96.7K | 0.00% | −1,275−2.0% | Reduced |
| MML Investors Services, LLC | 62,223 | $97.0K | 0.00% | +6,421+11.5% | Added |
| SG Americas Securities, LLC | 63,685 | $99.0K | 0.00% | +6,496+11.4% | Added |
| Mackenzie Financial Corp | 64,350 | $100.4K | 0.00% | −345,098−84.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,624 | $100.5K | 0.00% | −5,539−7.9% | Reduced |
| Savant Capital, LLC | 66,375 | $103.5K | 0.00% | +66,375 | New |
| Man Group plc | 67,248 | $104.9K | 0.00% | +21,996+48.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 67,952 | $106.0K | 0.00% | +12,533+22.6% | Added |
| Advisors Asset Management, Inc. | 69,458 | $108.4K | 0.00% | −19,995−22.4% | Reduced |
| JustInvest LLC | 73,459 | $114.6K | 0.00% | −1,761−2.3% | Reduced |
| Jupiter Asset Management Ltd | 73,845 | $115.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 79,297 | $115.8K | 0.01% | −1,000−1.2% | Reduced |
| Evergreen Capital Management LLC | 78,330 | $122.2K | 0.00% | +31,871+68.6% | Added |
| Green Square Capital Advisors LLC | 79,490 | $124.0K | 0.02% | −4,397−5.2% | Reduced |
| Mariner, LLC | 81,779 | $127.6K | 0.00% | −17,460−17.6% | Reduced |
| Argent Advisors, Inc. | 83,537 | $130.3K | 0.05% | +41,504+98.7% | Added |
| Private Advisor Group, LLC | 83,976 | $130.4K | 0.00% | −6,584−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,543 | $141.0K | 0.00% | −11,761−11.5% | Reduced |
| Capstone Financial Advisors, Inc. | 95,046 | $148.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 100,196 | $156.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 102,279 | $159.6K | 0.00% | +98,520+2,620.9% | Added |
| Squarepoint Ops LLC | 104,130 | $162.4K | 0.00% | +57,527+123.4% | Added |
| CIBC Asset Management Inc | 104,223 | $162.6K | 0.00% | −1,124−1.1% | Reduced |
| Range Financial Group LLC | 109,181 | $170.3K | 0.09% | +61,632+129.6% | Added |
| Pictet Asset Management Holding SA | 111,238 | $173.5K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 112,473 | $175.5K | 0.01% | +1,095+1.0% | Added |
| Public Employees Retirement Association of Colorado | 116,108 | $181.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 118,025 | $184.1K | 0.00% | +11,772+11.1% | Added |
| Madison Asset Management, LLC | 124,000 | $193.4K | 0.00% | 00.0% | Unchanged |
| SOL Capital Management CO | 126,935 | $198.0K | 0.02% | −14,490−10.2% | Reduced |
| Nations Financial Group Inc, | 128,604 | $200.6K | 0.02% | −3,700−2.8% | Reduced |
| Cetera Investment Advisers | 145,236 | $226.6K | 0.00% | +128,409+763.1% | Added |
| Amundi | 176,887 | $233.5K | 0.00% | +48,367+37.6% | Added |
| Cerity Partners LLC | 150,312 | $234.9K | 0.00% | +116,368+342.8% | Added |
| Headlands Technologies LLC | 153,336 | $239.2K | 0.06% | +153,336 | New |
| Bank of Montreal | 160,920 | $251.0K | 0.00% | +27,532+20.6% | Added |
| Everence Capital Management Inc | 162,730 | $254.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 167,511 | $261.3K | 0.01% | +71,000+73.6% | Added |
| Mutual of America Capital Management LLC | 173,806 | $271.1K | 0.00% | −2,778−1.6% | Reduced |
| BSW Wealth Partners | 175,125 | $273.2K | 0.05% | +175,125 | New |
| STRS Ohio | 179,900 | $280.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 181,669 | $283.4K | 0.00% | +403+0.2% | Added |
| Cubist Systematic Strategies, LLC | 184,290 | $287.5K | 0.00% | +83,645+83.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,638 | $294.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 193,416 | $301.7K | 0.00% | +61,014+46.1% | Added |
| Cidel Asset Management Inc | 195,342 | $304.7K | 0.02% | +31,301+19.1% | Added |
| Storebrand Asset Management AS | 200,107 | $312.2K | 0.00% | −155,612−43.7% | Reduced |
| Victory Capital Management Inc | 202,851 | $316.4K | 0.00% | −2,992−1.5% | Reduced |
| Argent Trust Co | 211,176 | $329.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 217,200 | $338.8K | 0.00% | +217,200 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 217,876 | $339.9K | 0.00% | +164+0.1% | Added |
| Handelsbanken Fonder AB | 221,500 | $346.0K | 0.00% | +82,100+58.9% | Added |
| Teachers Retirement System of the State of Kentucky | 225,169 | $352.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 226,243 | $352.9K | 0.00% | +17,243+8.3% | Added |
| Raymond James & Associates | 231,575 | $361.3K | 0.00% | −20,330−8.1% | Reduced |
| Silver Rock Financial LP | 232,120 | $362.1K | 1.79% | 00.0% | Unchanged |
| Versor Investments LP | 246,220 | $384.1K | 0.08% | −44,700−15.4% | Reduced |
| Gifford Fong Associates | 250,000 | $390.0K | 0.11% | 00.0% | Unchanged |
| Verition Fund Management LLC | 252,766 | $394.3K | 0.00% | +195,542+341.7% | Added |
| HighTower Advisors, LLC | 265,986 | $409.0K | 0.00% | −52,543−16.5% | Reduced |
| Oregon Public Employees Retirement Fund | 270,200 | $421.5K | 0.01% | −24,700−8.4% | Reduced |
| Arizona State Retirement System | 277,269 | $432.5K | 0.00% | −4,506−1.6% | Reduced |
| Simplex Trading, LLC | 279,510 | $436.0K | 0.01% | +279,510 | New |
| LPL Financial LLC | 286,765 | $447.4K | 0.00% | −10,150−3.4% | Reduced |
| Quadrature Capital Ltd | 301,187 | $468.3K | 0.01% | +301,187 | New |
| Maryland State Retirement & Pension System | 366,676 | $491.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 316,446 | $494.0K | 0.00% | −54,575−14.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 325,979 | $508.5K | 0.10% | +39,237+13.7% | Added |
| Voya Investment Management LLC | 333,567 | $520.4K | 0.00% | −69,986−17.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 338,998 | $528.8K | 0.00% | +338,998 | New |
| Franklin Resources Inc | 348,267 | $543.3K | 0.00% | +154,591+79.8% | Added |
| New York State Common Retirement Fund | 364,891 | $569.2K | 0.00% | −1440.0% | Reduced |