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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, Q3 2024

Institutional positions in Lumen Technologies, Inc. as of Sep 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
509
+61 vs. Q2 2024
Shares held
666.1M
+159.7M (+31.5%) vs. Q2 2024
Total value
$4.73B
+$4.17B (+751.1%) vs. Q2 2024
New holders
125
132 more added
Sold out
64
123 more reduced

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 509 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ3 2024: $4.73B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2024.

Institutions holding LUMN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co104$00.00%00.0%Unchanged
TSFG, LLC4$00.00%00.0%Unchanged
Coston, McIsaac & Partners45$00.00%+20+80.0%Added
Resources Management Corp16$00.00%+16New
Hemington Wealth Management139$00.00%+139New
WR Wealth Planners, LLC0$30.00%0Unchanged
AllSquare Wealth Management LLC1$70.00%00.0%Unchanged
Claris Advisors, LLC1$70.00%+1New
Salem Investment Counselors Inc1$80.00%00.0%Unchanged
Hoey Investments, Inc9$100.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC2$150.00%+2New
Breakwater Investment Management3$220.00%00.0%Unchanged
Center for Financial Planning, Inc.4$290.00%+4New
BFSG, LLC5$360.00%−2,838−99.8%Reduced
Voisard Asset Management Group, Inc.5$360.00%−207−97.6%Reduced
NVWM, LLC5$360.00%00.0%Unchanged
Credit Agricole S A6$430.00%00.0%Unchanged
Front Row Advisors LLC7$500.00%−1,500−99.5%Reduced
Tucker Asset Management LLC8$570.00%00.0%Unchanged
Livelsberger Financial Advisory9$640.00%+9New
Cornerstone Planning Group LLC10$660.00%00.0%Unchanged
Capital Performance Advisors LLP11$780.00%+11New
Christopher J. Hasenberg, Inc13$840.00%+13New
Planned Solutions, Inc.12$850.00%+12New
Moisand Fitzgerald Tamayo, LLC12$860.00%00.0%Unchanged
TD Capital Management LLC13$890.00%00.0%Unchanged
Archer Investment Corp13$920.00%00.0%Unchanged
Key Financial Inc16$1140.00%00.0%Unchanged
Fortis Group Advisors, LLC16$1140.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$1140.00%00.0%Unchanged
TCTC Holdings, LLC17$1210.00%00.0%Unchanged
Northwest Financial Advisors17$1210.00%+17New
Carolinas Wealth Consulting LLC18$1270.00%00.0%Unchanged
Tradewinds Capital Management, LLC18$1280.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group18$1280.00%00.0%Unchanged
Sandy Spring Bank21$1480.00%−4,942−99.6%Reduced
Princeton Global Asset Management LLC21$1490.00%00.0%Unchanged
Whittier Trust Co21$1490.00%00.0%Unchanged
IFP Advisors, Inc23$1620.00%−8,075−99.7%Reduced
HighMark Wealth Management LLC25$1780.00%+25New
Insight Financial Services26$1840.00%00.0%Unchanged
IAG Wealth Partners, LLC26$1840.00%00.0%Unchanged
Golden State Equity Partners29$2050.00%+29New
American National Bank34$2410.00%00.0%Unchanged
Dogwood Wealth Management LLC34$2410.00%+34New
Kimelman & Baird, LLC34$2420.00%−6−15.0%Reduced
Cherry Tree Wealth Management, LLC34$2420.00%00.0%Unchanged
Salomon & Ludwin, LLC38$2700.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC39$2770.00%00.0%Unchanged
Westside Investment Management, Inc.42$2980.00%00.0%Unchanged
Compass Wealth Management LLC42$2990.00%00.0%Unchanged
Twin Lakes Capital Management, LLC43$3030.00%00.0%Unchanged
Continuum Advisory, LLC36$3110.00%00.0%Unchanged
Grove Bank & Trust44$3120.00%+44New
Raffa Wealth Management, LLC47$3330.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC49$3480.00%+49New
Safe Harbor Fiduciary, LLC53$3760.00%+53New
Asset Dedication, LLC53$3780.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc56$3970.00%00.0%Unchanged
First Community Trust NA56$3980.00%00.0%Unchanged
Horizon Financial Services, LLC59$4190.00%+59New
Carolina Wealth Advisors, LLC60$4260.00%+60New
Larson Financial Group LLC62$4400.00%00.0%Unchanged
Ronald Blue Trust, Inc.410$4510.00%−1,482−78.3%Reduced
Kelly Lawrence W & Associates Inc68$4830.00%00.0%Unchanged
Central Pacific Bank - Trust Division70$4970.00%00.0%Unchanged
Abound Wealth Management72$5120.00%+72New
Pflug Koory, LLC74$5250.00%+74New
Mendota Financial Group, LLC80$5680.00%+80New
Hobbs Group Advisors, LLC82$5820.00%00.0%Unchanged
JNBA Financial Advisors87$6180.00%00.0%Unchanged
Burkett Financial Services, LLC94$6710.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$7100.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$7100.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC100$7100.00%+100New
Global Trust Asset Management, LLC113$8020.00%00.0%Unchanged
Winch Advisory Services, LLC117$8330.00%00.0%Unchanged
Assetmark, Inc121$8590.00%+32+36.0%Added
McIlrath & Eck, LLC123$8730.00%−306−71.3%Reduced
Kozak & Associates, Inc.142$8830.00%00.0%Unchanged
United Community Bank126$8950.00%00.0%Unchanged
Creative Financial Designs Inc135$9590.00%00.0%Unchanged
St Germain D J Co Inc137$9730.00%+119+661.1%Added
CVA Family Office, LLC140$9940.00%+85+154.5%Added
Lazard Asset Management LLC191$1.00K0.00%00.0%Unchanged
First PREMIER Bank105$1.00K0.00%00.0%Unchanged
Baldwin Brothers Inc142$1.01K0.00%00.0%Unchanged
Clear Point Advisors Inc.146$1.04K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC156$1.14K0.00%−830−84.2%Reduced
Investors Research Corp166$1.18K0.00%00.0%Unchanged
Caitlin John, LLC148$1.32K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc188$1.33K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.192$1.36K0.00%00.0%Unchanged
PSI Advisors, LLC197$1.40K0.00%00.0%Unchanged
Pacific Center for Financial Services198$1.41K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC227$1.61K0.00%+200+740.7%Added
Live Oak Investment Partners–$1.64K0.00%––
Cape Investment Advisory, Inc.233$1.65K0.00%00.0%Unchanged
Parkside Financial Bank & Trust241$1.71K0.00%+241New
First Command Advisory Services, Inc.269$1.91K0.00%+269New