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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, Q2 2024

Institutional positions in Lumen Technologies, Inc. as of Jun 30, 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
456
−23 vs. Q1 2024
Shares held
656.7M
−18.1M (−2.7%) vs. Q1 2024
Total value
$720.9M
−$332.6M (−31.6%) vs. Q1 2024
New holders
52
111 more added
Sold out
75
147 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 456 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ2 2024: $720.9M
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2024.

Institutions holding LUMN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC4$00.00%−1,379−99.7%Reduced
Avion Wealth417$00.00%00.0%Unchanged
Smithfield Trust Co104$00.00%00.0%Unchanged
Lazard Asset Management LLC191$00.00%00.0%Unchanged
First PREMIER Bank105$00.00%00.0%Unchanged
Coston, McIsaac & Partners25$00.00%00.0%Unchanged
AllSquare Wealth Management LLC1$10.00%00.0%Unchanged
WR Wealth Planners, LLC0$10.00%0Unchanged
Salem Investment Counselors Inc1$20.00%−1,100−99.9%Reduced
Clear Street LLC2$20.00%+1+100.0%Added
Breakwater Investment Management3$40.00%00.0%Unchanged
NVWM, LLC5$60.00%00.0%Unchanged
Credit Agricole S A6$70.00%00.0%Unchanged
Tucker Asset Management LLC8$90.00%00.0%Unchanged
Hoey Investments, Inc9$100.00%00.0%Unchanged
Register Financial Advisors LLC9$100.00%00.0%Unchanged
TD Capital Management LLC13$140.00%−179−93.2%Reduced
Archer Investment Corp13$140.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$140.00%00.0%Unchanged
Key Financial Inc16$180.00%−1,000−98.4%Reduced
Fortis Group Advisors, LLC16$180.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$180.00%00.0%Unchanged
TCTC Holdings, LLC17$190.00%00.0%Unchanged
Tradewinds Capital Management, LLC18$200.00%−3,000−99.4%Reduced
St Germain D J Co Inc18$200.00%−498−96.5%Reduced
Carolinas Wealth Consulting LLC18$200.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group18$200.00%+18New
Hallmark Capital Management Inc19$210.00%00.0%Unchanged
Umb Bank N A20$220.00%−461−95.8%Reduced
Whittier Trust Co21$220.00%00.0%Unchanged
Princeton Global Asset Management LLC21$230.00%00.0%Unchanged
Cornerstone Planning Group LLC10$260.00%00.0%Unchanged
Insight Financial Services26$280.00%00.0%Unchanged
IAG Wealth Partners, LLC26$280.00%+24+1,200.0%Added
FinTrust Capital Advisors, LLC27$300.00%00.0%Unchanged
American National Bank34$370.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC34$380.00%00.0%Unchanged
Continuum Advisory, LLC36$400.00%00.0%Unchanged
Salomon & Ludwin, LLC38$420.00%00.0%Unchanged
NBT Bank N A39$430.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC39$430.00%00.0%Unchanged
Kimelman & Baird, LLC40$440.00%+40New
Westside Investment Management, Inc.42$460.00%00.0%Unchanged
Twin Lakes Capital Management, LLC43$470.00%00.0%Unchanged
Compass Wealth Management LLC42$470.00%+42New
Wetzel Investment Advisors, Inc.31$480.00%00.0%Unchanged
TFC Financial Management43$480.00%+43New
1832 Asset Management L.P.46$510.00%+46New
Raffa Wealth Management, LLC47$520.00%00.0%Unchanged
Tyler-Stone Wealth Management50$550.00%−164−76.6%Reduced
Asset Dedication, LLC53$590.00%+53New
Whittier Trust Co of Nevada Inc56$600.00%00.0%Unchanged
CVA Family Office, LLC55$610.00%00.0%Unchanged
First Community Trust NA56$620.00%00.0%Unchanged
Triad Wealth Partners, LLC57$630.00%+57New
Larson Financial Group LLC62$680.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc68$750.00%+68New
Central Pacific Bank - Trust Division70$770.00%00.0%Unchanged
Hobbs Group Advisors, LLC82$900.00%+82New
JNBA Financial Advisors87$960.00%00.0%Unchanged
Clearstead Advisors, LLC87$960.00%+87New
Assetmark, Inc89$980.00%00.0%Unchanged
Burkett Financial Services, LLC94$1040.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$1100.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$1100.00%00.0%Unchanged
Great Lakes Retirement, Inc.105$1160.00%+105New
Global Trust Asset Management, LLC113$1240.00%00.0%Unchanged
Winch Advisory Services, LLC117$1290.00%00.0%Unchanged
United Community Bank126$1390.00%00.0%Unchanged
Kozak & Associates, Inc.142$1480.00%00.0%Unchanged
Creative Financial Designs Inc135$1490.00%00.0%Unchanged
Baldwin Brothers Inc142$1560.00%00.0%Unchanged
Clear Point Advisors Inc.146$1610.00%00.0%Unchanged
Caitlin John, LLC148$1630.00%00.0%Unchanged
Central Trust Co160$1760.00%+160New
Investors Research Corp166$1830.00%00.0%Unchanged
Hilltop National Bank170$1870.00%00.0%Unchanged
Armstrong Advisory Group, Inc188$2070.00%−10−5.1%Reduced
Caldwell Sutter Capital, Inc.192$2110.00%00.0%Unchanged
PSI Advisors, LLC197$2160.00%00.0%Unchanged
Pacific Center for Financial Services198$2180.00%−3−1.5%Reduced
Redwood Wealth Management Group, LLC200$2200.00%+200New
Bell Investment Advisors, Inc201$2220.00%00.0%Unchanged
Voisard Asset Management Group, Inc.212$2330.00%00.0%Unchanged
Live Oak Investment Partners–$2540.00%–New
Cape Investment Advisory, Inc.233$2560.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC257$2830.00%00.0%Unchanged
Prestige Wealth Management Group LLC288$3170.00%00.0%Unchanged
Iron Horse Wealth Management, LLC300$3300.00%00.0%Unchanged
Family Firm, Inc.341$3750.00%+341New
GAMMA Investing LLC342$3760.00%+311+1,003.2%Added
RE Dickinson Investment Advisors, LLC369$4060.00%00.0%Unchanged
Sound Income Strategies, LLC372$4100.00%−480−56.3%Reduced
McIlrath & Eck, LLC429$4720.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.307$4790.00%00.0%Unchanged
Colonial Trust Advisors443$4870.00%+442+44,200.0%Added
Bogart Wealth, LLC444$4880.00%+254+133.7%Added
Rothschild Investment LLC473$5200.00%+229+93.9%Added
Arlington Trust Co LLC474$5210.00%00.0%Unchanged
Camelot Portfolios, LLC475$5220.00%+475New