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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 12,507 | $13.8K | 0.00% | −14,689−54.0% | Reduced |
| Harvest Management LLC | 12,540 | $13.8K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,624 | $13.9K | 0.00% | −40.0% | Reduced |
| US Bancorp | 12,662 | $13.9K | 0.00% | −13,130−50.9% | Reduced |
| Institutional & Family Asset Management, LLC | 12,778 | $14.1K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 13,205 | $14.5K | 0.00% | +1,450+12.3% | Added |
| Nomura Holdings Inc | 13,536 | $14.9K | 0.00% | +13,536 | New |
| Foundations Investment Advisors, LLC | 13,610 | $15.0K | 0.00% | +13,610 | New |
| Centiva Capital, LP | 13,681 | $15.0K | 0.00% | +13,681 | New |
| HBK Sorce Advisory LLC | 13,717 | $15.1K | 0.00% | −8−0.1% | Reduced |
| Portland Investment Counsel Inc. | 14,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,794 | $16.3K | 0.00% | −35,205−70.4% | Reduced |
| ORG Partners LLC | 14,697 | $16.3K | 0.00% | +14,697 | New |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,366 | $16.9K | 0.00% | +209+1.4% | Added |
| Glenmede Trust Co NA | 15,809 | $17.4K | 0.00% | −9,903−38.5% | Reduced |
| Truist Financial Corp | 15,843 | $17.4K | 0.00% | −37,242−70.2% | Reduced |
| IHT Wealth Management, LLC | 15,916 | $17.5K | 0.00% | −15,400−49.2% | Reduced |
| 360 Financial, Inc. | 16,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 16,038 | $17.6K | 0.00% | +1,102+7.4% | Added |
| Wellington Shields & Co., LLC | 16,056 | $17.7K | 0.01% | +240+1.5% | Added |
| Avantax Advisory Services, Inc. | 16,130 | $17.7K | 0.00% | +6,008+59.4% | Added |
| Citadel Advisors LLC | 16,747 | $18.4K | 0.00% | −727,669−97.8% | Reduced |
| Secure Asset Management, LLC | 17,135 | $18.8K | 0.00% | +17,135 | New |
| Wedbush Securities Inc | 17,257 | $19.0K | 0.00% | +42+0.2% | Added |
| Cornerstone Wealth Management, LLC | 17,436 | $19.2K | 0.00% | −1,106−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,771 | $19.5K | 0.00% | −321,227−94.8% | Reduced |
| Financial Advisory Service, Inc. | 18,146 | $20.0K | 0.00% | +184+1.0% | Added |
| Ci Investments Inc. | 17,740 | $20.0K | 0.00% | +7,941+81.0% | Added |
| Scientech Research LLC | 18,215 | $20.0K | 0.00% | +18,215 | New |
| Jump Financial, LLC | 19,097 | $21.0K | 0.00% | +19,097 | New |
| TownSquare Capital, LLC | 19,240 | $21.2K | 0.00% | +5,429+39.3% | Added |
| Teacher Retirement System of Texas | 19,660 | $22.0K | 0.00% | −5,977−23.3% | Reduced |
| Marathon Trading Investment Management LLC | 20,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 20,552 | $22.6K | 0.00% | −28,361−58.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 21,253 | $23.4K | 0.01% | +21,253 | New |
| DoubleLine ETF Adviser LP | 21,738 | $23.9K | 0.01% | +3,747+20.8% | Added |
| Sunbelt Securities, Inc. | 21,947 | $24.1K | 0.00% | +20,419+1,336.3% | Added |
| Blair William & Co | 22,496 | $24.7K | 0.00% | −31,196−58.1% | Reduced |
| Sawgrass Asset Management LLC | 22,786 | $25.1K | 0.00% | +9,263+68.5% | Added |
| Gratus Capital LLC | 22,815 | $25.1K | 0.00% | +23+0.1% | Added |
| Sanctuary Advisors, LLC | 20,758 | $25.1K | 0.00% | +20,758 | New |
| Beck Mack & Oliver LLC | 22,923 | $25.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,124 | $25.4K | 0.00% | −141−0.6% | Reduced |
| Antipodes Partners Ltd | 23,256 | $25.6K | 0.00% | +23,256 | New |
| Newbridge Financial Services Group, Inc. | 23,445 | $25.8K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 23,831 | $26.2K | 0.00% | +10,395+77.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,383 | $26.8K | 0.00% | +516+2.2% | Added |
| Kestra Advisory Services, LLC | 24,518 | $27.0K | 0.00% | −1,199−4.7% | Reduced |
| Stephens Inc | 25,135 | $27.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 25,333 | $27.9K | 0.00% | +5,694+29.0% | Added |
| Inceptionr LLC | 25,795 | $28.4K | 0.01% | +13,260+105.8% | Added |
| Evergreen Capital Management LLC | 26,667 | $29.3K | 0.00% | −51,663−66.0% | Reduced |
| PFG Investments, LLC | 27,521 | $30.3K | 0.00% | −116−0.4% | Reduced |
| LMG Wealth Partners, LLC | 27,574 | $30.3K | 0.01% | −880−3.1% | Reduced |
| Baird Financial Group, Inc. | 27,786 | $30.6K | 0.00% | −13,126−32.1% | Reduced |
| Atom Investors LP | 28,279 | $31.1K | 0.00% | +28,279 | New |
| Oppenheimer & Co Inc | 29,146 | $32.1K | 0.00% | +9,750+50.3% | Added |
| Brookstone Capital Management | 24,492 | $32.8K | 0.00% | −1,597−6.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 29,933 | $32.9K | 0.00% | +29,933 | New |
| Compagnie Lombard Odier SCmA | 30,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,068 | $34.2K | 0.00% | −4,068−11.6% | Reduced |
| Nomura Asset Management Co Ltd | 32,000 | $35.2K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 13,352 | $36.0K | 0.00% | −735−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,820 | $36.1K | 0.00% | −1,640−4.8% | Reduced |
| Pacific Sage Partners, LLC | 33,368 | $36.7K | 0.01% | +989+3.1% | Added |
| State of Wyoming | 33,970 | $37.4K | 0.01% | +8,439+33.1% | Added |
| Fulton Bank, N.A. | 34,000 | $37.4K | 0.00% | +3,197+10.4% | Added |
| Envestnet Asset Management Inc | 34,918 | $38.4K | 0.00% | −14,639−29.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,801 | $39.4K | 0.00% | +6,699+23.0% | Added |
| Vantage Consulting Group Inc | 35,893 | $39.5K | 0.03% | +6,915+23.9% | Added |
| Wolverine Trading, LLC | 36,338 | $40.0K | 0.00% | +24,000+194.5% | Added |
| KBC Group NV | 37,443 | $41.0K | 0.00% | +14,652+64.3% | Added |
| Naples Money Management LLC | 37,200 | $41.3K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 38,288 | $42.1K | 0.00% | −2,126−5.3% | Reduced |
| Covestor Ltd | 39,399 | $43.0K | 0.03% | +8,974+29.5% | Added |
| Straight Path Wealth Management | 40,000 | $44.0K | 0.02% | 00.0% | Unchanged |
| Numerai GP LLC | 40,227 | $44.3K | 0.02% | +40,227 | New |
| JustInvest LLC | 42,845 | $47.0K | 0.00% | −30,614−41.7% | Reduced |
| Atlas Brown,Inc. | 43,131 | $47.4K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 44,649 | $49.1K | 0.00% | +7,056+18.8% | Added |
| Catalyst Funds Management Pty Ltd | 45,100 | $49.6K | 0.01% | +45,100 | New |
| Norges Bank | 45,161 | $49.7K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 45,455 | $50.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 45,601 | $50.2K | 0.00% | +6,724+17.3% | Added |
| First Citizens Bank & Trust Co | 46,056 | $50.7K | 0.00% | +6,699+17.0% | Added |
| Neuberger Berman Group LLC | 46,890 | $51.6K | 0.00% | +25,292+117.1% | Added |
| The PNC Financial Services Group, Inc. | 47,488 | $52.2K | 0.00% | −70,537−59.8% | Reduced |
| Mariner, LLC | 47,742 | $52.5K | 0.00% | −34,037−41.6% | Reduced |
| Private Advisor Group, LLC | 48,025 | $53.4K | 0.00% | −35,951−42.8% | Reduced |
| Profund Advisors LLC | 48,689 | $53.6K | 0.00% | −5,755−10.6% | Reduced |
| Marshall Wace, LLP | 49,300 | $54.2K | 0.00% | +49,300 | New |
| Independent Financial Group, LLC | 49,728 | $54.7K | 0.00% | −4,135−7.7% | Reduced |
| Investors Asset Management of Georgia Inc | 49,925 | $54.9K | 0.03% | −2,450−4.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,698 | $55.8K | 0.00% | −17,254−25.4% | Reduced |
| Advisors Asset Management, Inc. | 51,086 | $56.2K | 0.00% | −18,372−26.5% | Reduced |
| Cerity Partners LLC | 51,336 | $56.5K | 0.00% | −98,976−65.8% | Reduced |
| First Financial Bankshares Inc | 51,501 | $56.7K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 55,095 | $60.6K | 0.00% | +16,675+43.4% | Added |