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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 10,100 | $15.8K | 0.00% | +10,100 | New |
| King Luther Capital Management Corp | 10,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,799 | $15.0K | 0.00% | −511−5.0% | Reduced |
| AdvisorNet Financial, Inc | 8,504 | $13.3K | 0.00% | −310−3.5% | Reduced |
| CWM, LLC | 8,034 | $13.0K | 0.00% | −2,211−21.6% | Reduced |
| Allworth Financial LP | 8,274 | $12.9K | 0.00% | −7,645−48.0% | Reduced |
| Old Point Trust & Financial Services N A | 8,014 | $12.5K | 0.00% | −264−3.2% | Reduced |
| Ancora Advisors, LLC | 7,060 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,649 | $10.4K | 0.00% | −662−9.1% | Reduced |
| Impact Partnership Wealth, LLC | 6,509 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,025 | $9.40K | 0.00% | −154−2.5% | Reduced |
| AlphaMark Advisors, LLC | 5,850 | $9.00K | 0.00% | −1,000−14.6% | Reduced |
| Spire Wealth Management | 5,402 | $8.43K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,180 | $8.08K | 0.00% | +2,122+69.4% | Added |
| BFSG, LLC | 5,143 | $8.02K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,085 | $7.93K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,123 | $6.43K | 0.00% | +4,123 | New |
| Concord Wealth Partners | 4,016 | $6.26K | 0.00% | +2,000+99.2% | Added |
| Versant Capital Management, Inc | 3,829 | $5.97K | 0.00% | +1,073+38.9% | Added |
| Harbour Investments, Inc. | 3,626 | $5.66K | 0.00% | −350−8.8% | Reduced |
| ICA Group Wealth Management, LLC | 3,515 | $5.48K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,330 | $5.20K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $4.95K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,018 | $4.71K | 0.00% | +3,000+16,666.7% | Added |
| Norwood Financial Corp | 3,000 | $4.65K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,976 | $4.64K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,900 | $4.52K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,850 | $4.50K | 0.00% | +2,100+280.0% | Added |
| Rakuten Securities, Inc. | 2,876 | $4.49K | 0.00% | −320−10.0% | Reduced |
| Cypress Capital Management LLC (WY) | 2,814 | $4.39K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 14 | $4.30K | 0.00% | −25−64.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,543 | $3.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,500 | $3.90K | 0.00% | +2,500 | New |
| Lindbrook Capital, LLC | 2,481 | $3.87K | 0.00% | −3,060−55.2% | Reduced |
| Main Street Group, LTD | 2,557 | $3.79K | 0.00% | +389+17.9% | Added |
| Hexagon Capital Partners LLC | 2,398 | $3.74K | 0.00% | −41−1.7% | Reduced |
| Private Trust Co NA | 2,351 | $3.67K | 0.00% | +1,351+135.1% | Added |
| Sachetta, LLC | 2,000 | $3.66K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,204 | $3.22K | 0.00% | −56−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,067 | $3.02K | 0.00% | +2,067 | New |
| Bessemer Group Inc | 1,809 | $3.00K | 0.00% | +1,809 | New |
| Rocky Mountain Advisers, LLC | 1,910 | $2.98K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,802 | $2.81K | 0.00% | −1,455−44.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,934 | $2.77K | 0.00% | +727+60.2% | Added |
| Harbor Investment Advisory, LLC | 1,750 | $2.73K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,651 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,751 | $2.56K | 0.00% | +1,751 | New |
| Founders Capital Management | 1,600 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,528 | $2.38K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,521 | $2.37K | 0.00% | −5−0.3% | Reduced |
| Front Row Advisors LLC | 1,507 | $2.35K | 0.00% | −750−33.2% | Reduced |
| Farther Finance Advisors, LLC | 1,571 | $2.29K | 0.00% | +344+28.0% | Added |
| Crewe Advisors LLC | 1,412 | $2.20K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,292 | $2.02K | 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 |
| National Bank of Canada | 1,512 | $1.98K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,051 | $1.92K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,136 | $1.77K | 0.00% | +20+1.8% | Added |
| Salem Investment Counselors Inc | 1,101 | $1.72K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,066 | $1.66K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,016 | $1.58K | 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 |
| First Pacific Financial | 978 | $1.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,205 | $1.43K | 0.00% | −1,510−55.6% | Reduced |
| Kelly Financial Services LLC | 883 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 852 | $1.33K | 0.00% | +481+129.6% | Added |
| Quent Capital, LLC | 824 | $1.29K | 0.00% | −1−0.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 795 | $1.24K | 0.00% | +795 | New |
| Quarry LP | 767 | $1.20K | 0.00% | +767 | New |
| Gradient Investments LLC | 754 | $1.18K | 0.00% | −893−54.2% | Reduced |
| Principal Securities, Inc. | 688 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 717 | $1.05K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 648 | $1.01K | 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $936 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 600 | $930 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $832 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 523 | $816 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 522 | $814 | 0.00% | +522 | New |
| Tortoise Investment Management, LLC | 520 | $811 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 516 | $805 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 481 | $750 | 0.00% | +263+120.6% | Added |
| Arlington Trust Co LLC | 474 | $739 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 429 | $669 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 429 | $669 | 0.00% | +86+25.1% | Added |
| Ronald Blue Trust, Inc. | 419 | $653 | 0.00% | −34,429−98.8% | Reduced |
| CoreFirst Bank & Trust | 330 | $515 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 310 | $484 | 0.00% | +310 | New |
| Koesten, Hirschmann & Crabtree, INC. | 307 | $479 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $468 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 288 | $449 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 257 | $401 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 244 | $381 | 0.00% | +75+44.4% | Added |
| Cape Investment Advisory, Inc. | 233 | $363 | 0.00% | 00.0% | Unchanged |