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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7,705 | $55.0K | 0.03% | −31,694−80.4% | Reduced |
| Versant Capital Management, Inc | 7,766 | $55.1K | 0.01% | +7,199+1,269.7% | Added |
| ORG Wealth Partners, LLC | 8,373 | $59.4K | 0.02% | +8,373 | New |
| CIBC Private Wealth Group, LLC | 8,489 | $60.3K | 0.00% | +6,353+297.4% | Added |
| AdvisorNet Financial, Inc | 8,613 | $61.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,630 | $61.3K | 0.00% | +6,230+259.6% | Added |
| Stableford Capital II LLC | 10,018 | $62.1K | 0.02% | +10,018 | New |
| Deseret Mutual Benefit Administrators | 9,015 | $64.0K | 0.03% | −3,301−26.8% | Reduced |
| Performa Ltd (US), LLC | 10,000 | $71.0K | 0.03% | −57,500−85.2% | Reduced |
| 360 Financial, Inc. | 10,000 | $71.0K | 0.03% | −6,000−37.5% | Reduced |
| BancorpSouth Bank | 10,000 | $71.0K | 0.00% | −464−4.4% | Reduced |
| SJS Investment Consulting Inc. | 10,000 | $71.0K | 0.01% | +10,000 | New |
| Lido Advisors, LLC | 10,134 | $72.0K | 0.00% | +10,134 | New |
| Sound Income Strategies, LLC | 10,372 | $73.6K | 0.00% | +10,000+2,688.2% | Added |
| Meeder Advisory Services, Inc. | 10,443 | $74.1K | 0.00% | −4,923−32.0% | Reduced |
| Danske Bank A/S | 10,500 | $74.5K | 0.00% | +10,500 | New |
| Dark Forest Capital Management LP | 10,600 | $75.3K | 0.01% | +10,600 | New |
| Keystone Financial Group | 10,668 | $75.7K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,719 | $76.1K | 0.00% | +10,719 | New |
| Cigna Investments Inc | 10,936 | $77.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,936 | $77.6K | 0.00% | −963−8.1% | Reduced |
| Antipodes Partners Ltd | 11,386 | $80.8K | 0.00% | −11,870−51.0% | Reduced |
| Winton Group Ltd | 11,441 | $81.2K | 0.01% | +11,441 | New |
| Y-Intercept (Hong Kong) Ltd | 12,101 | $85.9K | 0.01% | +12,101 | New |
| Crestwood Advisors Group LLC | 12,139 | $86.2K | 0.00% | +12,139 | New |
| Reuter James Wealth Management, LLC | 12,260 | $87.0K | 0.02% | +12,260 | New |
| Los Angeles Capital Management LLC | 12,271 | $87.1K | 0.00% | +12,271 | New |
| Invst, LLC | 12,372 | $87.8K | 0.01% | +21+0.2% | Added |
| Harvest Management LLC | 12,540 | $89.0K | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,717 | $90.0K | 0.00% | +12,717 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,690 | $90.1K | 0.01% | +12,690 | New |
| Truist Financial Corp | 12,836 | $91.1K | 0.00% | −3,007−19.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,857 | $91.3K | 0.00% | +12,857 | New |
| Wetherby Asset Management Inc | 13,077 | $92.8K | 0.00% | +671+5.4% | Added |
| Kovitz Investment Group Partners, LLC | 25,416 | $92.9K | 0.00% | +25,416 | New |
| Foundations Investment Advisors, LLC | 13,133 | $93.2K | 0.00% | −477−3.5% | Reduced |
| Phoenix Holdings Ltd. | 13,335 | $94.7K | 0.00% | +13,335 | New |
| Arkadios Wealth Advisors | 13,367 | $94.9K | 0.01% | +2,554+23.6% | Added |
| HighPoint Advisor Group LLC | 13,722 | $96.1K | 0.01% | +370+2.8% | Added |
| Stratos Wealth Partners, LTD. | 13,589 | $96.5K | 0.00% | +1,212+9.8% | Added |
| Greenleaf Trust | 13,888 | $98.6K | 0.00% | +13,888 | New |
| Cresset Asset Management, LLC | 14,593 | $103.6K | 0.00% | +3,809+35.3% | Added |
| Sawgrass Asset Management LLC | 14,905 | $105.8K | 0.01% | −7,881−34.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 14,947 | $106.1K | 0.03% | −6,306−29.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $106.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 15,012 | $106.6K | 0.00% | +2,350+18.6% | Added |
| HBK Sorce Advisory LLC | 15,168 | $107.7K | 0.00% | +1,451+10.6% | Added |
| American Century Companies Inc | 15,437 | $109.6K | 0.00% | +15,437 | New |
| Walleye Trading LLC | 15,564 | $110.5K | 0.00% | +15,564 | New |
| CWM, LLC | 15,692 | $111.0K | 0.00% | +5,202+49.6% | Added |
| Forum Financial Management, LP | 15,971 | $113.4K | 0.00% | +15,971 | New |
| Wellington Shields & Co., LLC | 16,056 | $114.0K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 16,595 | $117.8K | 0.00% | +16,595 | New |
| Colony Group, LLC | 17,066 | $121.2K | 0.00% | +17,066 | New |
| LMR Partners LLP | 17,208 | $122.2K | 0.00% | +17,208 | New |
| Northwestern Mutual Wealth Management Co | 17,442 | $123.8K | 0.00% | −15,378−46.9% | Reduced |
| Coldstream Capital Management Inc | 17,599 | $125.1K | 0.00% | +17,599 | New |
| Sanctuary Advisors, LLC | 15,995 | $126.0K | 0.00% | −4,763−22.9% | Reduced |
| CoreCap Advisors, LLC | 18,002 | $127.8K | 0.01% | +18,002 | New |
| Envestnet Portfolio Solutions, Inc. | 18,008 | $127.9K | 0.00% | −17,793−49.7% | Reduced |
| Financial Advisory Service, Inc. | 18,146 | $128.8K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 18,340 | $130.2K | 0.02% | +1,205+7.0% | Added |
| Avantax Advisory Services, Inc. | 18,969 | $134.7K | 0.00% | +2,839+17.6% | Added |
| Quantum Private Wealth, LLC | 20,000 | $142.0K | 0.05% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 20,252 | $143.8K | 0.03% | −13,116−39.3% | Reduced |
| MAI Capital Management | 20,271 | $143.9K | 0.00% | +9,412+86.7% | Added |
| Mutual Advisors, LLC | 23,498 | $147.6K | 0.00% | −9,439−28.7% | Reduced |
| Abel Hall, LLC | 21,297 | $151.2K | 0.10% | +21,297 | New |
| Atlas Brown,Inc. | 21,619 | $153.5K | 0.05% | −21,512−49.9% | Reduced |
| Kestra Advisory Services, LLC | 21,875 | $155.3K | 0.00% | −2,643−10.8% | Reduced |
| Cornerstone Wealth Management, LLC | 21,936 | $155.7K | 0.01% | +4,500+25.8% | Added |
| Sunbelt Securities, Inc. | 22,123 | $157.1K | 0.02% | +176+0.8% | Added |
| Nomura Holdings Inc | 22,738 | $161.4K | 0.00% | +9,202+68.0% | Added |
| Beck Mack & Oliver LLC | 22,923 | $162.8K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 22,958 | $163.0K | 0.00% | −23,098−50.2% | Reduced |
| Candriam Luxembourg S.C.A. | 23,408 | $166.2K | 0.00% | +23,408 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,565 | $167.3K | 0.00% | +23,565 | New |
| Glenmede Trust Co NA | 23,961 | $170.1K | 0.00% | +8,152+51.6% | Added |
| Brookstone Capital Management | 23,963 | $170.1K | 0.00% | −529−2.2% | Reduced |
| PFG Investments, LLC | 24,276 | $172.4K | 0.01% | −3,245−11.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,304 | $172.6K | 0.00% | +1,180+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 24,308 | $172.6K | 0.00% | +3,756+18.3% | Added |
| Gsa Capital Partners LLP | 25,737 | $183.0K | 0.01% | +25,737 | New |
| Independent Financial Group, LLC | 25,800 | $183.2K | 0.01% | −23,928−48.1% | Reduced |
| Inceptionr LLC | 25,838 | $183.4K | 0.04% | +43+0.2% | Added |
| Humankind Investments LLC | 26,039 | $184.9K | 0.07% | −81,773−75.8% | Reduced |
| Ballentine Partners, LLC | 26,206 | $186.1K | 0.00% | +14,005+114.8% | Added |
| Journey Strategic Wealth LLC | 26,278 | $186.6K | 0.01% | +26,278 | New |
| Wolverine Trading, LLC | 25,666 | $186.8K | 0.00% | −10,672−29.4% | Reduced |
| Stephens Inc | 27,070 | $192.2K | 0.00% | +1,935+7.7% | Added |
| O'Shaughnessy Asset Management, LLC | 31,768 | $193.1K | 0.00% | +31,768 | New |
| LMG Wealth Partners, LLC | 27,574 | $195.8K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,372 | $201.4K | 0.00% | −22,714−44.5% | Reduced |
| DCM Advisors, LLC | 28,600 | $203.1K | 0.10% | +28,600 | New |
| Van Eck Associates Corp | 33,913 | $208.0K | 0.00% | +33,913 | New |
| Compagnie Lombard Odier SCmA | 30,000 | $213.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 30,190 | $214.0K | 0.00% | −7,253−19.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 30,189 | $214.3K | 0.01% | +256+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 30,370 | $215.6K | 0.00% | +12,599+70.9% | Added |
| NorthRock Partners, LLC | 30,663 | $217.7K | 0.01% | +20,609+205.0% | Added |