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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 2,626 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,892 | $2.95K | 0.00% | +1,473+351.6% | Added |
| Mather Group, LLC. | 1,832 | $2.86K | 0.00% | −8,352−82.0% | Reduced |
| Fifth Third Bancorp | 2,572 | $2.83K | 0.00% | −2,608−50.3% | Reduced |
| Lindbrook Capital, LLC | 2,528 | $2.78K | 0.00% | +47+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 2,500 | $2.75K | 0.00% | +2,500 | New |
| Financial Perspectives, Inc | 2,494 | $2.74K | 0.00% | −49−1.9% | Reduced |
| Spire Wealth Management | 2,400 | $2.64K | 0.00% | −3,002−55.6% | Reduced |
| Hexagon Capital Partners LLC | 2,396 | $2.63K | 0.00% | −2−0.1% | Reduced |
| Strategic Investment Solutions, Inc. | 529 | $2.58K | 0.00% | +529 | New |
| Venturi Wealth Management, LLC | 2,245 | $2.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,116 | $2.33K | 0.00% | +2,000+1,724.1% | Added |
| CIBC Private Wealth Group, LLC | 2,136 | $2.26K | 0.00% | +69+3.3% | Added |
| Concord Wealth Partners | 2,016 | $2.22K | 0.00% | −2,000−49.8% | Reduced |
| Main Street Group, LTD | 1,968 | $2.18K | 0.00% | −589−23.0% | Reduced |
| Rocky Mountain Advisers, LLC | 1,910 | $2.10K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,907 | $2.10K | 0.00% | −27−1.4% | Reduced |
| Cypress Capital Management LLC (WY) | 1,812 | $1.99K | 0.00% | −1,002−35.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,802 | $1.98K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $1.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,641 | $1.80K | 0.00% | +1,449+754.7% | Added |
| Founders Capital Management | 1,600 | $1.76K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,521 | $1.67K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,512 | $1.66K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,507 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,404 | $1.54K | 0.00% | −800−36.3% | Reduced |
| POM Investment Strategies, LLC | 1,292 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,185 | $1.31K | 0.00% | −386−24.6% | Reduced |
| Proequities, Inc. | 1,136 | $1.25K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $1.15K | 0.00% | −18−1.7% | Reduced |
| Signature Resources Capital Management, LLC | 1,043 | $1.15K | 0.00% | −8−0.8% | Reduced |
| 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 |
| Coppell Advisory Solutions LLC | 986 | $1.08K | 0.00% | +986 | New |
| First Pacific Financial | 980 | $1.08K | 0.00% | +2+0.2% | Added |
| SRS Capital Advisors, Inc. | 964 | $1.06K | 0.00% | +825+593.5% | Added |
| Financial Management Professionals, Inc. | 480 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 943 | $971 | 0.00% | −1,907−66.9% | Reduced |
| Kelly Financial Services LLC | 883 | $971 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 829 | $912 | 0.00% | +75+9.9% | Added |
| Gilliland Jeter Wealth Management LLC | 795 | $875 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 785 | $864 | 0.00% | +785 | New |
| Financial Avengers, Inc. | 717 | $789 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 688 | $757 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 661 | $727 | 0.00% | +661 | New |
| Macroview Investment Management LLC | 648 | $713 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 633 | $696 | 0.00% | −191−23.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $660 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 567 | $624 | 0.00% | −3,262−85.2% | Reduced |
| Bullock Wealth Management Group | 543 | $603 | 0.00% | −1,208−69.0% | Reduced |
| SOA Wealth Advisors, LLC. | 533 | $587 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 523 | $575 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 522 | $574 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $525 | 0.00% | −43−8.3% | Reduced |
| Camelot Portfolios, LLC | 475 | $522 | 0.00% | +475 | New |
| Arlington Trust Co LLC | 474 | $521 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 473 | $520 | 0.00% | +229+93.9% | Added |
| Bogart Wealth, LLC | 444 | $488 | 0.00% | +254+133.7% | Added |
| Colonial Trust Advisors | 443 | $487 | 0.00% | +442+44,200.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 307 | $479 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 429 | $472 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 372 | $410 | 0.00% | −480−56.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 369 | $406 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 342 | $376 | 0.00% | +311+1,003.2% | Added |
| Family Firm, Inc. | 341 | $375 | 0.00% | +341 | New |
| Iron Horse Wealth Management, LLC | 300 | $330 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 288 | $317 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 257 | $283 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 233 | $256 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $254 | 0.00% | – | New |
| Voisard Asset Management Group, Inc. | 212 | $233 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 201 | $222 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 200 | $220 | 0.00% | +200 | New |
| Pacific Center for Financial Services | 198 | $218 | 0.00% | −3−1.5% | Reduced |
| PSI Advisors, LLC | 197 | $216 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 192 | $211 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 188 | $207 | 0.00% | −10−5.1% | Reduced |
| Hilltop National Bank | 170 | $187 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 166 | $183 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 160 | $176 | 0.00% | +160 | New |
| Caitlin John, LLC | 148 | $163 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 146 | $161 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 142 | $156 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 135 | $149 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 142 | $148 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 126 | $139 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $129 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 113 | $124 | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 105 | $116 | 0.00% | +105 | New |
| New England Capital Financial Advisors LLC | 100 | $110 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $110 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 94 | $104 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 89 | $98 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 87 | $96 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $96 | 0.00% | +87 | New |
| Hobbs Group Advisors, LLC | 82 | $90 | 0.00% | +82 | New |
| Central Pacific Bank - Trust Division | 70 | $77 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 68 | $75 | 0.00% | +68 | New |
| Larson Financial Group LLC | 62 | $68 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 57 | $63 | 0.00% | +57 | New |