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 |
|---|---|---|---|---|---|
| First Community Trust NA | 56 | $62 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $61 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $60 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 53 | $59 | 0.00% | +53 | New |
| Tyler-Stone Wealth Management | 50 | $55 | 0.00% | −164−76.6% | Reduced |
| Raffa Wealth Management, LLC | 47 | $52 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 46 | $51 | 0.00% | +46 | New |
| Wetzel Investment Advisors, Inc. | 31 | $48 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 43 | $48 | 0.00% | +43 | New |
| Twin Lakes Capital Management, LLC | 43 | $47 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 42 | $47 | 0.00% | +42 | New |
| Westside Investment Management, Inc. | 42 | $46 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 40 | $44 | 0.00% | +40 | New |
| NBT Bank N A | 39 | $43 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 39 | $43 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 38 | $42 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $40 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $38 | 0.00% | 00.0% | Unchanged |
| American National Bank | 34 | $37 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $30 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 26 | $28 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $28 | 0.00% | +24+1,200.0% | Added |
| Cornerstone Planning Group LLC | 10 | $26 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 21 | $23 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 20 | $22 | 0.00% | −461−95.8% | Reduced |
| Whittier Trust Co | 21 | $22 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 19 | $21 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $20 | 0.00% | −3,000−99.4% | Reduced |
| St Germain D J Co Inc | 18 | $20 | 0.00% | −498−96.5% | Reduced |
| Carolinas Wealth Consulting LLC | 18 | $20 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $20 | 0.00% | +18 | New |
| TCTC Holdings, LLC | 17 | $19 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $18 | 0.00% | −1,000−98.4% | Reduced |
| Fortis Group Advisors, LLC | 16 | $18 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $18 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $14 | 0.00% | −179−93.2% | Reduced |
| Archer Investment Corp | 13 | $14 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $14 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 9 | $10 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 9 | $10 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $9 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 6 | $7 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $6 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $4 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1 | $2 | 0.00% | −1,100−99.9% | Reduced |
| Clear Street LLC | 2 | $2 | 0.00% | +1+100.0% | Added |
| AllSquare Wealth Management LLC | 1 | $1 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| TSFG, LLC | 4 | $0 | 0.00% | −1,379−99.7% | Reduced |
| Avion Wealth | 417 | $0 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 191 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 105 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 112,282 | – | – | +112,282 | New |
| Foundation Resource Management Inc | 0 | $0 | 0.00% | −2,685,554−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −880,306−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −654,907−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −543,790−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −519,127−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −431,768−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −420,680−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −393,005−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −252,766−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −246,220−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −217,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −184,290−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −153,336−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −109,181−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −79,490−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −67,248−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −66,375−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −57,310−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −53,518−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −50,811−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −48,090−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −46,205−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −24,511−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −28,213−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −28,125−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −27,710−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −24,704−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −23,584−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −22,142−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −19,464−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −19,849−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,180−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,004−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,935−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −15,670−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −13,695−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −14,137−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −13,129−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −12,374−100.0% | Sold out |