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 | 807 | $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 |
|---|---|---|---|---|---|
| Silver Rock Financial LP | 232,120 | $362.1K | 1.79% | 00.0% | Unchanged |
| Raymond James & Associates | 231,575 | $361.3K | 0.00% | −20,330−8.1% | Reduced |
| ProShare Advisors LLC | 226,243 | $352.9K | 0.00% | +17,243+8.3% | Added |
| Teachers Retirement System of the State of Kentucky | 225,169 | $352.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 221,500 | $346.0K | 0.00% | +82,100+58.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 217,876 | $339.9K | 0.00% | +164+0.1% | Added |
| Point72 Asset Management, L.P. | 217,200 | $338.8K | 0.00% | +217,200 | New |
| Argent Trust Co | 211,176 | $329.4K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 202,851 | $316.4K | 0.00% | −2,992−1.5% | Reduced |
| Storebrand Asset Management AS | 200,107 | $312.2K | 0.00% | −155,612−43.7% | Reduced |
| Cidel Asset Management Inc | 195,342 | $304.7K | 0.02% | +31,301+19.1% | Added |
| Stifel Financial Corp | 193,416 | $301.7K | 0.00% | +61,014+46.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,638 | $294.3K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 184,290 | $287.5K | 0.00% | +83,645+83.1% | Added |
| Advisor Group Holdings, Inc. | 181,669 | $283.4K | 0.00% | +403+0.2% | Added |
| STRS Ohio | 179,900 | $280.0K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 175,125 | $273.2K | 0.05% | +175,125 | New |
| Mutual of America Capital Management LLC | 173,806 | $271.1K | 0.00% | −2,778−1.6% | Reduced |
| RSM US Wealth Management LLC | 167,511 | $261.3K | 0.01% | +71,000+73.6% | Added |
| Everence Capital Management Inc | 162,730 | $254.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 160,920 | $251.0K | 0.00% | +27,532+20.6% | Added |
| Headlands Technologies LLC | 153,336 | $239.2K | 0.06% | +153,336 | New |
| Cerity Partners LLC | 150,312 | $234.9K | 0.00% | +116,368+342.8% | Added |
| Amundi | 176,887 | $233.5K | 0.00% | +48,367+37.6% | Added |
| Cetera Investment Advisers | 145,236 | $226.6K | 0.00% | +128,409+763.1% | Added |
| Nations Financial Group Inc, | 128,604 | $200.6K | 0.02% | −3,700−2.8% | Reduced |
| SOL Capital Management CO | 126,935 | $198.0K | 0.02% | −14,490−10.2% | Reduced |
| Madison Asset Management, LLC | 124,000 | $193.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 118,025 | $184.1K | 0.00% | +11,772+11.1% | Added |
| Public Employees Retirement Association of Colorado | 116,108 | $181.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 112,473 | $175.5K | 0.01% | +1,095+1.0% | Added |
| Pictet Asset Management Holding SA | 111,238 | $173.5K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 109,181 | $170.3K | 0.09% | +61,632+129.6% | Added |
| CIBC Asset Management Inc | 104,223 | $162.6K | 0.00% | −1,124−1.1% | Reduced |
| Squarepoint Ops LLC | 104,130 | $162.4K | 0.00% | +57,527+123.4% | Added |
| GWM Advisors LLC | 102,279 | $159.6K | 0.00% | +98,520+2,620.9% | Added |
| Ameritas Investment Partners, Inc. | 100,196 | $156.3K | 0.01% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 95,046 | $148.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 90,543 | $141.0K | 0.00% | −11,761−11.5% | Reduced |
| Private Advisor Group, LLC | 83,976 | $130.4K | 0.00% | −6,584−7.3% | Reduced |
| Argent Advisors, Inc. | 83,537 | $130.3K | 0.05% | +41,504+98.7% | Added |
| Mariner, LLC | 81,779 | $127.6K | 0.00% | −17,460−17.6% | Reduced |
| Green Square Capital Advisors LLC | 79,490 | $124.0K | 0.02% | −4,397−5.2% | Reduced |
| Evergreen Capital Management LLC | 78,330 | $122.2K | 0.00% | +31,871+68.6% | Added |
| International Assets Investment Management, LLC | 79,297 | $115.8K | 0.01% | −1,000−1.2% | Reduced |
| Jupiter Asset Management Ltd | 73,845 | $115.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 73,459 | $114.6K | 0.00% | −1,761−2.3% | Reduced |
| Advisors Asset Management, Inc. | 69,458 | $108.4K | 0.00% | −19,995−22.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 67,952 | $106.0K | 0.00% | +12,533+22.6% | Added |
| Man Group plc | 67,248 | $104.9K | 0.00% | +21,996+48.6% | Added |
| Savant Capital, LLC | 66,375 | $103.5K | 0.00% | +66,375 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,624 | $100.5K | 0.00% | −5,539−7.9% | Reduced |
| Mackenzie Financial Corp | 64,350 | $100.4K | 0.00% | −345,098−84.3% | Reduced |
| SG Americas Securities, LLC | 63,685 | $99.0K | 0.00% | +6,496+11.4% | Added |
| MML Investors Services, LLC | 62,223 | $97.0K | 0.00% | +6,421+11.5% | Added |
| Xponance, Inc. | 61,957 | $96.7K | 0.00% | −1,275−2.0% | Reduced |
| Arcataur Capital Management LLC | 59,303 | $92.5K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 58,876 | $92.3K | 0.00% | −30,097−33.8% | Reduced |
| Journey Strategic Wealth LLC | 57,310 | $89.4K | 0.00% | +22,795+66.0% | Added |
| Mercer Global Advisors Inc | 56,700 | $88.0K | 0.00% | +3,599+6.8% | Added |
| Profund Advisors LLC | 54,444 | $84.9K | 0.00% | −14,621−21.2% | Reduced |
| Independent Financial Group, LLC | 53,863 | $84.0K | 0.00% | +40,275+296.4% | Added |
| Banque Cantonale Vaudoise | 54,000 | $84.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 53,692 | $83.8K | 0.00% | +53,692 | New |
| Carolina Wealth Advisors, LLC | 53,518 | $83.5K | 0.05% | +32,840+158.8% | Added |
| Truist Financial Corp | 53,085 | $82.8K | 0.00% | +27,217+105.2% | Added |
| Investors Asset Management of Georgia Inc | 52,375 | $81.7K | 0.04% | +250+0.5% | Added |
| First Financial Bankshares Inc | 51,501 | $80.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 50,811 | $79.3K | 0.00% | −3,161−5.9% | Reduced |
| Guggenheim Capital LLC | 50,659 | $79.0K | 0.00% | −42,978−45.9% | Reduced |
| 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 |
| Nisa Investment Advisors, LLC | 49,999 | $78.0K | 0.00% | +13,225+36.0% | Added |
| Envestnet Asset Management Inc | 49,557 | $77.3K | 0.00% | +2,185+4.6% | Added |
| Prime Capital Investment Advisors, LLC | 48,913 | $76.3K | 0.00% | +3,565+7.9% | Added |
| Belvedere Trading LLC | 48,090 | $75.0K | 0.01% | +11,025+29.7% | Added |
| Sage Rhino Capital LLC | 47,700 | $74.4K | 0.02% | +21,172+79.8% | Added |
| CI Private Wealth, LLC | 46,205 | $72.1K | 0.00% | −44,641−49.1% | Reduced |
| Shelton Capital Management | 45,455 | $70.9K | 0.00% | −7,042−13.4% | Reduced |
| Norges Bank | 45,161 | $70.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 44,343 | $69.2K | 0.00% | +44,343 | New |
| Atlas Brown,Inc. | 43,131 | $67.3K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 40,912 | $63.8K | 0.00% | +40,912 | New |
| Advisory Services Network, LLC | 40,414 | $63.0K | 0.00% | −17,275−29.9% | Reduced |
| Straight Path Wealth Management | 40,000 | $62.4K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 39,357 | $61.4K | 0.00% | +39,357 | New |
| Veriti Management LLC | 38,877 | $60.6K | 0.00% | +3,924+11.2% | Added |
| Atomi Financial Group, Inc. | 38,420 | $59.9K | 0.01% | −21,417−35.8% | Reduced |
| Captrust Financial Advisors | 37,593 | $58.6K | 0.00% | −60,312−61.6% | Reduced |
| Vinva Investment Management Ltd | 24,511 | $58.6K | 0.00% | +24,511 | New |
| Pathstone Holdings, LLC | 37,534 | $58.6K | 0.00% | +1,861+5.2% | Added |
| Naples Money Management LLC | 37,200 | $58.0K | 0.06% | −19,000−33.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 36,251 | $56.6K | 0.00% | +36,251 | New |
| Chicago Partners Investment Group LLC | 41,080 | $55.9K | 0.00% | +24,882+153.6% | Added |
| Wetherby Asset Management Inc | 35,485 | $55.4K | 0.00% | +18,974+114.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,136 | $54.8K | 0.00% | −4,789−12.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,460 | $53.8K | 0.00% | −1,698−4.7% | Reduced |
| Quadrant Capital Group LLC | 34,179 | $53.3K | 0.00% | +11,834+53.0% | Added |
| Mutual Advisors, LLC | 33,692 | $52.6K | 0.00% | +8,189+32.1% | Added |
| Pacific Sage Partners, LLC | 32,379 | $50.5K | 0.01% | 00.0% | Unchanged |