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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 477 | $525 | 0.00% | −43−8.3% | Reduced |
| LRI Investments, LLC | 522 | $574 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 523 | $575 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $587 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 543 | $603 | 0.00% | −1,208−69.0% | Reduced |
| Versant Capital Management, Inc | 567 | $624 | 0.00% | −3,262−85.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $660 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 633 | $696 | 0.00% | −191−23.2% | Reduced |
| Macroview Investment Management LLC | 648 | $713 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 661 | $727 | 0.00% | +661 | New |
| Principal Securities, Inc. | 688 | $757 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 717 | $789 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 785 | $864 | 0.00% | +785 | New |
| Gilliland Jeter Wealth Management LLC | 795 | $875 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 829 | $912 | 0.00% | +75+9.9% | Added |
| Smartleaf Asset Management LLC | 943 | $971 | 0.00% | −1,907−66.9% | Reduced |
| Kelly Financial Services LLC | 883 | $971 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 964 | $1.06K | 0.00% | +825+593.5% | Added |
| First Pacific Financial | 980 | $1.08K | 0.00% | +2+0.2% | Added |
| Coppell Advisory Solutions LLC | 986 | $1.08K | 0.00% | +986 | New |
| Private Trust Co NA | 1,000 | $1.10K | 0.00% | −1,351−57.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,000 | $1.10K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $1.15K | 0.00% | −8−0.8% | Reduced |
| North Star Investment Management Corp. | 1,048 | $1.15K | 0.00% | −18−1.7% | Reduced |
| Proequities, Inc. | 1,136 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,185 | $1.31K | 0.00% | −386−24.6% | Reduced |
| POM Investment Strategies, LLC | 1,292 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,404 | $1.54K | 0.00% | −800−36.3% | Reduced |
| Front Row Advisors LLC | 1,507 | $1.66K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,512 | $1.66K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,521 | $1.67K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $1.76K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,641 | $1.80K | 0.00% | +1,449+754.7% | Added |
| Harbor Investment Advisory, LLC | 1,750 | $1.93K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,802 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,812 | $1.99K | 0.00% | −1,002−35.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,907 | $2.10K | 0.00% | −27−1.4% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $2.10K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,968 | $2.18K | 0.00% | −589−23.0% | Reduced |
| Concord Wealth Partners | 2,016 | $2.22K | 0.00% | −2,000−49.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,136 | $2.26K | 0.00% | +69+3.3% | Added |
| Farmers & Merchants Investments Inc | 2,116 | $2.33K | 0.00% | +2,000+1,724.1% | Added |
| Venturi Wealth Management, LLC | 2,245 | $2.47K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 529 | $2.58K | 0.00% | +529 | New |
| Hexagon Capital Partners LLC | 2,396 | $2.63K | 0.00% | −2−0.1% | Reduced |
| Spire Wealth Management | 2,400 | $2.64K | 0.00% | −3,002−55.6% | Reduced |
| Financial Perspectives, Inc | 2,494 | $2.74K | 0.00% | −49−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,500 | $2.75K | 0.00% | +2,500 | New |
| Lindbrook Capital, LLC | 2,528 | $2.78K | 0.00% | +47+1.9% | Added |
| Fifth Third Bancorp | 2,572 | $2.83K | 0.00% | −2,608−50.3% | Reduced |
| Mather Group, LLC. | 1,832 | $2.86K | 0.00% | −8,352−82.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,892 | $2.95K | 0.00% | +1,473+351.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,626 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,796 | $3.08K | 0.00% | −80−2.8% | Reduced |
| BFSG, LLC | 2,843 | $3.13K | 0.00% | −2,300−44.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,976 | $3.27K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,014 | $3.32K | 0.00% | −612−16.9% | Reduced |
| Spotlight Asset Group, Inc. | 3,330 | $3.66K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,205 | $3.80K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,000 | $4.00K | 0.00% | −50,000−92.6% | Reduced |
| Brown Brothers Harriman & Co | 4,000 | $4.40K | 0.00% | −123−3.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,264 | $4.69K | 0.00% | +2,613+158.3% | Added |
| Cultivar Capital, Inc. | 4,452 | $4.90K | 0.00% | +4,452 | New |
| AlphaMark Advisors, LLC | 4,944 | $5.00K | 0.00% | −906−15.5% | Reduced |
| Old Point Trust & Financial Services N A | 4,814 | $5.29K | 0.00% | −3,200−39.9% | Reduced |
| Sachetta, LLC | 2,000 | $5.34K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,963 | $5.46K | 0.00% | +4,942+23,533.3% | Added |
| Jones Financial Companies LLLP | 5,018 | $5.52K | 0.00% | +4,018+401.8% | Added |
| GHP Investment Advisors, Inc. | 5,085 | $5.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,250 | $5.78K | 0.00% | −28,929−84.6% | Reduced |
| Parallel Advisors, LLC | 5,596 | $6.16K | 0.00% | −1,053−15.8% | Reduced |
| Global Retirement Partners, LLC | 5,994 | $6.59K | 0.00% | −31−0.5% | Reduced |
| Allworth Financial LP | 4,997 | $6.90K | 0.00% | −3,277−39.6% | Reduced |
| Ancora Advisors, LLC | 7,116 | $7.83K | 0.00% | +56+0.8% | Added |
| IFP Advisors, Inc | 8,098 | $8.91K | 0.00% | +8,000+8,163.3% | Added |
| AdvisorNet Financial, Inc | 8,613 | $9.47K | 0.00% | +109+1.3% | Added |
| JJJ Advisors Inc. | 8,860 | $9.75K | 0.00% | +8,860 | New |
| Signaturefd, LLC | 9,266 | $10.2K | 0.00% | −2,002−17.8% | Reduced |
| King Luther Capital Management Corp | 10,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,054 | $11.1K | 0.00% | −5,960−37.2% | Reduced |
| BancorpSouth Bank | 10,464 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 10,573 | $11.6K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 10,668 | $11.7K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,745 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,784 | $11.9K | 0.00% | −7,451−40.9% | Reduced |
| Arkadios Wealth Advisors | 10,813 | $11.9K | 0.00% | −980−8.3% | Reduced |
| MAI Capital Management | 10,859 | $11.9K | 0.00% | −73−0.7% | Reduced |
| Cigna Investments Inc | 10,936 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,490 | $12.0K | 0.00% | +2,456+30.6% | Added |
| Sigma Planning Corp | 11,208 | $12.3K | 0.00% | +201+1.8% | Added |
| Midwest Heritage Bank, FSB | 11,289 | $12.4K | 0.01% | +11,289 | New |
| Empirical Finance, LLC | 11,899 | $13.1K | 0.00% | −7,207−37.7% | Reduced |
| Ballentine Partners, LLC | 12,201 | $13.4K | 0.00% | −15,243−55.5% | Reduced |
| Deseret Mutual Benefit Administrators | 12,316 | $13.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,377 | $13.6K | 0.00% | +1,669+15.6% | Added |
| First Manhattan Co | 12,396 | $13.6K | 0.00% | +47+0.4% | Added |
| Wetherby Asset Management Inc | 12,406 | $13.6K | 0.00% | −23,079−65.0% | Reduced |
| Invst, LLC | 12,351 | $13.7K | 0.00% | 00.0% | Unchanged |