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 | 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, 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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 26,667 | $29.3K | 0.00% | −51,663−66.0% | Reduced |
| Inceptionr LLC | 25,795 | $28.4K | 0.01% | +13,260+105.8% | Added |
| Kestra Private Wealth Services, LLC | 25,333 | $27.9K | 0.00% | +5,694+29.0% | Added |
| Stephens Inc | 25,135 | $27.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,518 | $27.0K | 0.00% | −1,199−4.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,383 | $26.8K | 0.00% | +516+2.2% | Added |
| Vident Advisory, LLC | 23,831 | $26.2K | 0.00% | +10,395+77.4% | Added |
| Newbridge Financial Services Group, Inc. | 23,445 | $25.8K | 0.01% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 23,256 | $25.6K | 0.00% | +23,256 | New |
| Steward Partners Investment Advisory, LLC | 23,124 | $25.4K | 0.00% | −141−0.6% | Reduced |
| Beck Mack & Oliver LLC | 22,923 | $25.2K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 20,758 | $25.1K | 0.00% | +20,758 | New |
| Gratus Capital LLC | 22,815 | $25.1K | 0.00% | +23+0.1% | Added |
| Sawgrass Asset Management LLC | 22,786 | $25.1K | 0.00% | +9,263+68.5% | Added |
| Blair William & Co | 22,496 | $24.7K | 0.00% | −31,196−58.1% | Reduced |
| Sunbelt Securities, Inc. | 21,947 | $24.1K | 0.00% | +20,419+1,336.3% | Added |
| DoubleLine ETF Adviser LP | 21,738 | $23.9K | 0.01% | +3,747+20.8% | Added |
| Mandatum Life Insurance Co Ltd | 21,253 | $23.4K | 0.01% | +21,253 | New |
| Prime Capital Investment Advisors, LLC | 20,552 | $22.6K | 0.00% | −28,361−58.0% | Reduced |
| 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 |
| TownSquare Capital, LLC | 19,240 | $21.2K | 0.00% | +5,429+39.3% | Added |
| Jump Financial, LLC | 19,097 | $21.0K | 0.00% | +19,097 | New |
| Scientech Research LLC | 18,215 | $20.0K | 0.00% | +18,215 | New |
| Ci Investments Inc. | 17,740 | $20.0K | 0.00% | +7,941+81.0% | Added |
| Financial Advisory Service, Inc. | 18,146 | $20.0K | 0.00% | +184+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 17,771 | $19.5K | 0.00% | −321,227−94.8% | Reduced |
| Cornerstone Wealth Management, LLC | 17,436 | $19.2K | 0.00% | −1,106−6.0% | Reduced |
| Wedbush Securities Inc | 17,257 | $19.0K | 0.00% | +42+0.2% | Added |
| Secure Asset Management, LLC | 17,135 | $18.8K | 0.00% | +17,135 | New |
| Citadel Advisors LLC | 16,747 | $18.4K | 0.00% | −727,669−97.8% | Reduced |
| Avantax Advisory Services, Inc. | 16,130 | $17.7K | 0.00% | +6,008+59.4% | Added |
| Wellington Shields & Co., LLC | 16,056 | $17.7K | 0.01% | +240+1.5% | Added |
| Buckingham Strategic Wealth, LLC | 16,038 | $17.6K | 0.00% | +1,102+7.4% | Added |
| 360 Financial, Inc. | 16,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 15,916 | $17.5K | 0.00% | −15,400−49.2% | Reduced |
| Truist Financial Corp | 15,843 | $17.4K | 0.00% | −37,242−70.2% | Reduced |
| Glenmede Trust Co NA | 15,809 | $17.4K | 0.00% | −9,903−38.5% | Reduced |
| Meeder Advisory Services, Inc. | 15,366 | $16.9K | 0.00% | +209+1.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14,697 | $16.3K | 0.00% | +14,697 | New |
| Nisa Investment Advisors, LLC | 14,794 | $16.3K | 0.00% | −35,205−70.4% | Reduced |
| Portland Investment Counsel Inc. | 14,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,717 | $15.1K | 0.00% | −8−0.1% | Reduced |
| Centiva Capital, LP | 13,681 | $15.0K | 0.00% | +13,681 | New |
| Foundations Investment Advisors, LLC | 13,610 | $15.0K | 0.00% | +13,610 | New |
| Nomura Holdings Inc | 13,536 | $14.9K | 0.00% | +13,536 | New |
| Avidian Wealth Solutions, LLC | 13,205 | $14.5K | 0.00% | +1,450+12.3% | Added |
| Institutional & Family Asset Management, LLC | 12,778 | $14.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 12,662 | $13.9K | 0.00% | −13,130−50.9% | Reduced |
| Modera Wealth Management, LLC | 12,624 | $13.9K | 0.00% | −40.0% | Reduced |
| Harvest Management LLC | 12,540 | $13.8K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 12,507 | $13.8K | 0.00% | −14,689−54.0% | Reduced |
| Invst, LLC | 12,351 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,406 | $13.6K | 0.00% | −23,079−65.0% | Reduced |
| First Manhattan Co | 12,396 | $13.6K | 0.00% | +47+0.4% | Added |
| Stratos Wealth Partners, LTD. | 12,377 | $13.6K | 0.00% | +1,669+15.6% | Added |
| Deseret Mutual Benefit Administrators | 12,316 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,201 | $13.4K | 0.00% | −15,243−55.5% | Reduced |
| Empirical Finance, LLC | 11,899 | $13.1K | 0.00% | −7,207−37.7% | Reduced |
| Midwest Heritage Bank, FSB | 11,289 | $12.4K | 0.01% | +11,289 | New |
| Sigma Planning Corp | 11,208 | $12.3K | 0.00% | +201+1.8% | Added |
| 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 |
| MAI Capital Management | 10,859 | $11.9K | 0.00% | −73−0.7% | Reduced |
| Arkadios Wealth Advisors | 10,813 | $11.9K | 0.00% | −980−8.3% | Reduced |
| Cresset Asset Management, LLC | 10,784 | $11.9K | 0.00% | −7,451−40.9% | Reduced |
| Atria Wealth Solutions, Inc. | 10,745 | $11.8K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 10,668 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 10,573 | $11.6K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 10,464 | $11.5K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,054 | $11.1K | 0.00% | −5,960−37.2% | Reduced |
| King Luther Capital Management Corp | 10,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,266 | $10.2K | 0.00% | −2,002−17.8% | Reduced |
| JJJ Advisors Inc. | 8,860 | $9.75K | 0.00% | +8,860 | New |
| AdvisorNet Financial, Inc | 8,613 | $9.47K | 0.00% | +109+1.3% | Added |
| IFP Advisors, Inc | 8,098 | $8.91K | 0.00% | +8,000+8,163.3% | Added |
| Ancora Advisors, LLC | 7,116 | $7.83K | 0.00% | +56+0.8% | Added |
| Allworth Financial LP | 4,997 | $6.90K | 0.00% | −3,277−39.6% | Reduced |
| Global Retirement Partners, LLC | 5,994 | $6.59K | 0.00% | −31−0.5% | Reduced |
| Parallel Advisors, LLC | 5,596 | $6.16K | 0.00% | −1,053−15.8% | Reduced |
| Quadrant Capital Group LLC | 5,250 | $5.78K | 0.00% | −28,929−84.6% | Reduced |
| GHP Investment Advisors, Inc. | 5,085 | $5.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,018 | $5.52K | 0.00% | +4,018+401.8% | Added |
| Sandy Spring Bank | 4,963 | $5.46K | 0.00% | +4,942+23,533.3% | Added |
| Sachetta, LLC | 2,000 | $5.34K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 4,814 | $5.29K | 0.00% | −3,200−39.9% | Reduced |
| AlphaMark Advisors, LLC | 4,944 | $5.00K | 0.00% | −906−15.5% | Reduced |
| Cultivar Capital, Inc. | 4,452 | $4.90K | 0.00% | +4,452 | New |
| GPS Wealth Strategies Group, LLC | 4,264 | $4.69K | 0.00% | +2,613+158.3% | Added |
| Brown Brothers Harriman & Co | 4,000 | $4.40K | 0.00% | −123−3.0% | Reduced |
| Banque Cantonale Vaudoise | 4,000 | $4.00K | 0.00% | −50,000−92.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,205 | $3.80K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,330 | $3.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,014 | $3.32K | 0.00% | −612−16.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,976 | $3.27K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 2,843 | $3.13K | 0.00% | −2,300−44.7% | Reduced |
| Rakuten Securities, Inc. | 2,796 | $3.08K | 0.00% | −80−2.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $3.00K | 0.00% | 00.0% | Unchanged |