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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 32,000 | $49.9K | 0.00% | −49,000−60.5% | Reduced |
| IHT Wealth Management, LLC | 31,316 | $48.9K | 0.00% | +6,842+28.0% | Added |
| Fulton Bank, N.A. | 30,803 | $48.1K | 0.00% | +30,803 | New |
| Covestor Ltd | 30,425 | $47.0K | 0.03% | +2,569+9.2% | Added |
| Compagnie Lombard Odier SCmA | 30,000 | $46.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 29,591 | $46.2K | 0.01% | −6,249−17.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 29,102 | $45.4K | 0.00% | +29,102 | New |
| Vantage Consulting Group Inc | 28,978 | $45.2K | 0.03% | −4,060−12.3% | Reduced |
| LMG Wealth Partners, LLC | 28,454 | $44.4K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 28,213 | $44.0K | 0.00% | +28,213 | New |
| Coldstream Capital Management Inc | 28,125 | $43.9K | 0.00% | +927+3.4% | Added |
| Ieq Capital, LLC | 27,710 | $43.2K | 0.00% | +27,710 | New |
| PFG Investments, LLC | 27,637 | $43.1K | 0.00% | +27,637 | New |
| Ballentine Partners, LLC | 27,444 | $42.8K | 0.00% | −1,815−6.2% | Reduced |
| M&T Bank Corp | 27,196 | $42.5K | 0.00% | +4,787+21.4% | Added |
| Brookstone Capital Management | 26,089 | $40.7K | 0.00% | −3,684−12.4% | Reduced |
| US Bancorp | 25,792 | $40.2K | 0.00% | −1,557−5.7% | Reduced |
| Kestra Advisory Services, LLC | 25,717 | $40.1K | 0.00% | +442+1.7% | Added |
| Glenmede Trust Co NA | 25,712 | $40.1K | 0.00% | +6,564+34.3% | Added |
| Teacher Retirement System of Texas | 25,637 | $40.0K | 0.00% | −20,310−44.2% | Reduced |
| State of Wyoming | 25,531 | $39.8K | 0.01% | −25,430−49.9% | Reduced |
| Stephens Inc | 25,135 | $39.2K | 0.00% | −8,996−26.4% | Reduced |
| Tower Research Capital LLC (TRC) | 24,737 | $38.6K | 0.00% | −81,134−76.6% | Reduced |
| GeoWealth Management, LLC | 24,704 | $38.5K | 0.00% | +24,704 | New |
| Raymond James Financial Services Advisors, Inc. | 23,867 | $37.2K | 0.00% | −10,553−30.7% | Reduced |
| United Capital Financial Advisers, LLC | 23,584 | $36.8K | 0.00% | +6,776+40.3% | Added |
| Newbridge Financial Services Group, Inc. | 23,445 | $36.6K | 0.02% | −1,401−5.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,265 | $36.3K | 0.00% | −1,561−6.3% | Reduced |
| KBC Group NV | 22,791 | $36.0K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 22,923 | $35.8K | 0.00% | −189,400−89.2% | Reduced |
| Gratus Capital LLC | 22,792 | $35.6K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 22,142 | $34.5K | 0.01% | +10,764+94.6% | Added |
| Neuberger Berman Group LLC | 21,598 | $33.7K | 0.00% | −24,157−52.8% | Reduced |
| 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 |
| Kestra Private Wealth Services, LLC | 19,639 | $30.6K | 0.00% | +1,228+6.7% | Added |
| CoreCap Advisors, LLC | 19,464 | $30.4K | 0.00% | +19,464 | New |
| Oppenheimer & Co Inc | 19,396 | $30.3K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 19,106 | $29.8K | 0.00% | −168−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 18,542 | $28.9K | 0.00% | −540−2.8% | Reduced |
| Cresset Asset Management, LLC | 18,235 | $28.4K | 0.00% | +18,235 | New |
| National Asset Management, Inc. | 19,849 | $28.2K | 0.00% | +7,093+55.6% | Added |
| DoubleLine ETF Adviser LP | 17,991 | $28.1K | 0.01% | +17,991 | New |
| Financial Advisory Service, Inc. | 17,962 | $28.0K | 0.00% | −9,496−34.6% | Reduced |
| Wedbush Securities Inc | 17,215 | $27.0K | 0.00% | −267−1.5% | Reduced |
| Exencial Wealth Advisors, LLC | 17,180 | $26.8K | 0.00% | +17,180 | New |
| Two Sigma Securities, LLC | 17,004 | $26.5K | 0.00% | −200,903−92.2% | Reduced |
| NorthRock Partners, LLC | 16,014 | $25.0K | 0.00% | −40−0.2% | Reduced |
| 360 Financial, Inc. | 16,000 | $25.0K | 0.01% | +6,000+60.0% | Added |
| Qube Research & Technologies Ltd | 15,935 | $24.9K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 15,816 | $24.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,670 | $24.4K | 0.00% | +15,670 | New |
| Meeder Advisory Services, Inc. | 15,157 | $23.6K | 0.00% | −6,332−29.5% | Reduced |
| 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 |
| Buckingham Strategic Wealth, LLC | 14,936 | $23.3K | 0.00% | +14,936 | New |
| TownSquare Capital, LLC | 13,811 | $21.5K | 0.00% | −253−1.8% | Reduced |
| HBK Sorce Advisory LLC | 13,725 | $21.4K | 0.00% | +2,635+23.8% | Added |
| Abel Hall, LLC | 13,695 | $21.4K | 0.02% | +1,930+16.4% | Added |
| Sawgrass Asset Management LLC | 13,523 | $21.1K | 0.00% | +2,775+25.8% | Added |
| Vident Advisory, LLC | 13,436 | $21.0K | 0.00% | +13,436 | New |
| GTS Securities LLC | 13,394 | $20.9K | 0.00% | −7,414−35.6% | Reduced |
| Tradition Wealth Management, LLC | 13,348 | $20.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 14,137 | $20.6K | 0.01% | −207,273−93.6% | Reduced |
| Guardian Capital LP | 13,129 | $20.5K | 0.00% | −9,016−40.7% | Reduced |
| Future Financial Wealth Managment LLC | 13,000 | $20.3K | 0.02% | −2,000−13.3% | Reduced |
| Humankind Investments LLC | 12,955 | $20.2K | 0.01% | −979−7.0% | Reduced |
| Institutional & Family Asset Management, LLC | 12,778 | $19.9K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,628 | $19.7K | 0.00% | +40.0% | Added |
| Harvest Management LLC | 12,540 | $19.6K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 12,535 | $19.6K | 0.01% | +12,535 | New |
| O'Shaughnessy Asset Management, LLC | 12,374 | $19.3K | 0.00% | +12,374 | New |
| First Manhattan Co | 12,349 | $19.3K | 0.00% | −5,300−30.0% | Reduced |
| Wolverine Trading, LLC | 12,338 | $19.2K | 0.00% | +12,338 | New |
| Deseret Mutual Benefit Administrators | 12,316 | $19.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 10,184 | $18.6K | 0.00% | −1,459−12.5% | Reduced |
| Arkadios Wealth Advisors | 11,793 | $18.4K | 0.00% | +178+1.5% | Added |
| Avidian Wealth Solutions, LLC | 11,755 | $18.3K | 0.00% | +500+4.4% | Added |
| Invst, LLC | 12,351 | $18.0K | 0.00% | +25+0.2% | 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 |
| Lincoln National Corp | 11,522 | $18.0K | 0.00% | +17+0.1% | Added |
| Duncan Williams Asset Management, LLC | 11,500 | $17.9K | 0.02% | +11,500 | New |
| Perigon Wealth Management, LLC | 11,269 | $17.6K | 0.00% | +11,269 | New |
| Signaturefd, LLC | 11,268 | $17.6K | 0.00% | +2,642+30.6% | Added |
| Sigma Planning Corp | 11,007 | $17.2K | 0.00% | +11,007 | New |
| MAI Capital Management | 10,932 | $17.1K | 0.00% | −1,744−13.8% | Reduced |
| Cigna Investments Inc | 10,936 | $17.0K | 0.00% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 10,877 | $17.0K | 0.01% | +10,877 | New |
| Atria Wealth Solutions, Inc. | 10,745 | $16.8K | 0.00% | −356−3.2% | Reduced |
| Slocum, Gordon & Co LLP | 10,727 | $16.7K | 0.01% | −100−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,708 | $16.7K | 0.00% | +551+5.4% | Added |
| Sequoia Financial Advisors, LLC | 10,698 | $16.7K | 0.00% | +10,698 | New |
| Keystone Financial Group | 10,668 | $16.6K | 0.00% | −81−0.8% | Reduced |
| Congress Wealth Management LLC | 10,617 | $16.6K | 0.00% | −122−1.1% | Reduced |
| Cantor Fitzgerald, L. P. | 10,573 | $16.5K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 10,464 | $16.3K | 0.00% | +10,464 | New |
| Arbor Wealth Advisors LLC | 10,459 | $16.3K | 0.02% | +10,459 | New |
| Everhart Financial Group, Inc. | 10,336 | $16.1K | 0.00% | +10,336 | New |
| Avantax Advisory Services, Inc. | 10,122 | $15.8K | 0.00% | −2,803−21.7% | Reduced |