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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 417 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 288 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 289 | $2.05K | 0.00% | +88+43.8% | Added |
| Iron Horse Wealth Management, LLC | 300 | $2.13K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 307 | $2.18K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 330 | $2.34K | 0.00% | +330 | New |
| Bruce G. Allen Investments, LLC | 350 | $2.48K | 0.00% | +350 | New |
| RE Dickinson Investment Advisors, LLC | 371 | $2.63K | 0.00% | +2+0.5% | Added |
| Financial Management Professionals, Inc. | 480 | $3.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 435 | $3.09K | 0.00% | +435 | New |
| Colonial Trust Advisors | 443 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 444 | $3.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 474 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $3.38K | 0.00% | −40−7.4% | Reduced |
| Geneos Wealth Management Inc. | 508 | $3.61K | 0.00% | +508 | New |
| Aspire Private Capital, LLC | 523 | $3.71K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 529 | $3.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $3.79K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 552 | $3.92K | 0.00% | +75+15.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $4.26K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 633 | $4.49K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 522 | $4.50K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 647 | $4.59K | 0.00% | +647 | New |
| Macroview Investment Management LLC | 648 | $4.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 661 | $4.69K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 689 | $4.89K | 0.00% | +689 | New |
| Principal Securities, Inc. | 700 | $4.97K | 0.00% | +12+1.7% | Added |
| Financial Avengers, Inc. | 717 | $5.09K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 731 | $5.19K | 0.00% | +731 | New |
| Paladin Wealth, LLC | 751 | $5.33K | 0.00% | +751 | New |
| SWAN Capital LLC | 785 | $5.57K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 795 | $5.64K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 844 | $5.99K | 0.00% | +844 | New |
| Proequities, Inc. | 882 | $6.26K | 0.00% | −254−22.4% | Reduced |
| Point72 (DIFC) Ltd | 933 | $6.62K | 0.00% | +933 | New |
| SRS Capital Advisors, Inc. | 964 | $6.84K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 968 | $6.87K | 0.00% | −1,000−50.8% | Reduced |
| First Pacific Financial | 978 | $6.94K | 0.00% | −2−0.2% | Reduced |
| Private Trust Co NA | 1,000 | $7.10K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,000 | $7.10K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,021 | $7.25K | 0.00% | −500−32.9% | Reduced |
| Signature Resources Capital Management, LLC | 1,043 | $7.41K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,213 | $8.61K | 0.00% | +1,213 | New |
| Private Wealth Management Group, LLC | 1,272 | $9.03K | 0.00% | +1,272 | New |
| POM Investment Strategies, LLC | 1,292 | $9.17K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,404 | $9.38K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,496 | $10.6K | 0.00% | −336−18.3% | Reduced |
| GWM Advisors LLC | 1,508 | $10.7K | 0.00% | −100,141−98.5% | Reduced |
| NBC Securities, Inc. | 1,549 | $11.0K | 0.00% | +1,549 | New |
| Founders Capital Management | 1,600 | $11.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,721 | $12.2K | 0.00% | +80+4.9% | Added |
| Farther Finance Advisors, LLC | 1,735 | $12.3K | 0.00% | +550+46.4% | Added |
| Harbor Investment Advisory, LLC | 1,750 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,755 | $12.5K | 0.00% | +1,282+271.0% | Added |
| IMA Wealth, Inc. | 1,791 | $12.7K | 0.00% | +1,791 | New |
| TD Waterhouse Canada Inc. | 1,907 | $12.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,802 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,812 | $12.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 2,000 | $14.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,028 | $14.4K | 0.00% | −88−4.2% | Reduced |
| Venturi Wealth Management, LLC | 2,245 | $15.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,339 | $16.6K | 0.00% | +2,319+11,595.0% | Added |
| Lindbrook Capital, LLC | 2,404 | $17.1K | 0.00% | −124−4.9% | Reduced |
| Financial Perspectives, Inc | 2,494 | $17.7K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,500 | $17.8K | 0.02% | +2,500 | New |
| Smartleaf Asset Management LLC | 2,468 | $18.0K | 0.00% | +1,525+161.7% | Added |
| Old Point Trust & Financial Services N A | 2,714 | $19.3K | 0.01% | −2,100−43.6% | Reduced |
| Harbour Investments, Inc. | 2,725 | $19.3K | 0.00% | −289−9.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,976 | $21.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,977 | $21.1K | 0.00% | +2,977 | New |
| GPS Wealth Strategies Group, LLC | 2,991 | $21.2K | 0.00% | −1,273−29.9% | Reduced |
| Macquarie Group Ltd | 3,021 | $21.4K | 0.00% | +3,021 | New |
| Ancora Advisors, LLC | 3,060 | $21.7K | 0.00% | −4,056−57.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,130 | $22.2K | 0.01% | +334+11.9% | Added |
| Sterling Capital Management LLC | 3,510 | $24.9K | 0.00% | +3,510 | New |
| Hexagon Capital Partners LLC | 3,839 | $27.3K | 0.01% | +1,443+60.2% | Added |
| Fifth Third Bancorp | 3,856 | $27.4K | 0.00% | +1,284+49.9% | Added |
| Bessemer Group Inc | 4,003 | $28.0K | 0.00% | +4,003 | New |
| Brown Brothers Harriman & Co | 4,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,000 | $28.4K | 0.00% | +4,000 | New |
| Concord Wealth Partners | 4,008 | $28.5K | 0.00% | +1,992+98.8% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $29.8K | 0.01% | −40,900−90.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,139 | $36.5K | 0.01% | +5,139 | New |
| Legacy Investment Solutions, LLC | 4,275 | $38.0K | 0.02% | +4,275 | New |
| Legacy Wealth Managment, LLC | 4,275 | $38.0K | 0.02% | +4,275 | New |
| EverSource Wealth Advisors, LLC | 5,510 | $39.1K | 0.00% | +4,305+357.3% | Added |
| Jones Financial Companies LLLP | 5,398 | $39.3K | 0.00% | +380+7.6% | Added |
| Parallel Advisors, LLC | 5,757 | $40.9K | 0.00% | +161+2.9% | Added |
| Advisory Services Network, LLC | 38,288 | $42.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,996 | $42.6K | 0.00% | +999+20.0% | Added |
| ORG Partners LLC | 6,286 | $44.6K | 0.01% | −8,411−57.2% | Reduced |
| Global Retirement Partners, LLC | 6,519 | $46.3K | 0.00% | +525+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,520 | $46.3K | 0.00% | +6,520 | New |
| Ci Investments Inc. | 6,669 | $47.0K | 0.00% | −11,071−62.4% | Reduced |
| Twin Tree Management, LP | 6,807 | $48.3K | 0.00% | +6,807 | New |
| GAMMA Investing LLC | 6,846 | $48.6K | 0.00% | +6,504+1,901.8% | Added |
| Signaturefd, LLC | 7,174 | $50.9K | 0.00% | −2,092−22.6% | Reduced |
| National Bank of Canada | 7,491 | $53.2K | 0.00% | +5,979+395.4% | Added |