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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 30,779 | $218.5K | 0.01% | −3,221−9.5% | Reduced |
| Quadrant Capital Group LLC | 30,780 | $218.5K | 0.02% | +25,530+486.3% | Added |
| Ieq Capital, LLC | 31,302 | $222.2K | 0.00% | +31,302 | New |
| Nomura Asset Management Co Ltd | 32,000 | $227.2K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,121 | $228.1K | 0.00% | +4,335+15.6% | Added |
| Strategic Financial Concepts, LLC | 33,793 | $239.9K | 0.08% | −78,489−69.9% | Reduced |
| Vise Technologies, Inc. | 34,116 | $242.2K | 0.03% | +34,116 | New |
| TownSquare Capital, LLC | 34,582 | $245.5K | 0.00% | +15,342+79.7% | Added |
| Chicago Partners Investment Group LLC | 40,688 | $249.4K | 0.01% | −455−1.1% | Reduced |
| Envestnet Asset Management Inc | 35,809 | $254.2K | 0.00% | +891+2.6% | Added |
| Oppenheimer & Co Inc | 35,928 | $255.1K | 0.00% | +6,782+23.3% | Added |
| Plato Investment Management Ltd | 36,782 | $260.9K | 0.02% | +36,782 | New |
| Naples Money Management LLC | 37,200 | $264.1K | 0.22% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,188 | $278.2K | 0.01% | +8,120+26.1% | Added |
| Semanteon Capital Management, LP | 39,875 | $283.1K | 0.19% | +39,875 | New |
| Straight Path Wealth Management | 40,000 | $284.0K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 41,043 | $291.4K | 0.00% | −6,982−14.5% | Reduced |
| Wedbush Securities Inc | 42,404 | $301.0K | 0.01% | +25,147+145.7% | Added |
| Counterpoint Mutual Funds LLC | 43,091 | $305.9K | 0.06% | +43,091 | New |
| Veriti Management LLC | 43,132 | $306.2K | 0.02% | −2,469−5.4% | Reduced |
| Captrust Financial Advisors | 43,328 | $307.6K | 0.00% | −1,321−3.0% | Reduced |
| Sage Rhino Capital LLC | 43,601 | $309.6K | 0.07% | +43,601 | New |
| Storebrand Asset Management AS | 44,102 | $313.1K | 0.00% | −44,431−50.2% | Reduced |
| Russell Investments Group, Ltd. | 44,466 | $317.8K | 0.00% | −38,855−46.6% | Reduced |
| Kapitalo Investimentos Ltda | 44,826 | $318.3K | 0.08% | +44,826 | New |
| Shelton Capital Management | 45,455 | $322.7K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 47,000 | $334.0K | 0.00% | −36,708−43.9% | Reduced |
| SEI Investments Co | 47,593 | $337.9K | 0.00% | +47,593 | New |
| CI Private Wealth, LLC | 47,780 | $339.2K | 0.00% | +47,780 | New |
| Evergreen Capital Management LLC | 48,727 | $346.0K | 0.01% | +22,060+82.7% | Added |
| Neuberger Berman Group LLC | 50,937 | $361.7K | 0.00% | +4,047+8.6% | Added |
| Profund Advisors LLC | 51,224 | $363.7K | 0.01% | +2,535+5.2% | Added |
| First Financial Bankshares Inc | 51,501 | $365.7K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 52,682 | $374.0K | 0.00% | −346,974−86.8% | Reduced |
| Investors Asset Management of Georgia Inc | 52,850 | $375.2K | 0.18% | +2,925+5.9% | Added |
| Atomi Financial Group, Inc. | 54,434 | $386.5K | 0.02% | −661−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 56,264 | $399.5K | 0.00% | +8,776+18.5% | Added |
| MYDA Advisors LLC | 60,000 | $426.0K | 0.12% | +60,000 | New |
| Tower Research Capital LLC (TRC) | 60,081 | $426.6K | 0.01% | −108,180−64.3% | Reduced |
| Crossmark Global Holdings, Inc. | 61,052 | $433.0K | 0.01% | +61,052 | New |
| Mackenzie Financial Corp | 64,350 | $456.9K | 0.00% | −172,040−72.8% | Reduced |
| JustInvest LLC | 64,603 | $458.7K | 0.01% | +21,758+50.8% | Added |
| Virtu Financial LLC | 66,562 | $473.0K | 0.03% | +66,562 | New |
| United Services Automobile Association | 66,698 | $473.6K | 0.01% | +66,698 | New |
| MML Investors Services, LLC | 68,543 | $487.0K | 0.00% | −7,396−9.7% | Reduced |
| Xponance, Inc. | 68,818 | $488.6K | 0.00% | +4,374+6.8% | Added |
| Walleye Capital LLC | 72,799 | $516.9K | 0.01% | +72,799 | New |
| Nisa Investment Advisors, LLC | 72,807 | $516.9K | 0.00% | +58,013+392.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 74,685 | $530.3K | 0.00% | +23,987+47.3% | Added |
| Trilogy Capital Inc. | 75,188 | $533.8K | 0.03% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 74,904 | $545.3K | 0.08% | +74,904 | New |
| AlphaMark Advisors, LLC | 77,073 | $547.0K | 0.19% | +72,129+1,458.9% | Added |
| Omers Administration Corp | 77,200 | $548.1K | 0.01% | +77,200 | New |
| Raymond James Financial Services Advisors, Inc. | 77,741 | $552.0K | 0.00% | +53,358+218.8% | Added |
| Lee Danner & Bass Inc | 77,810 | $552.0K | 0.04% | −2,660−3.3% | Reduced |
| Nebula Research & Development LLC | 78,765 | $559.2K | 0.07% | +78,765 | New |
| Neo Ivy Capital Management | 80,336 | $570.0K | 0.18% | +80,336 | New |
| Guggenheim Capital LLC | 86,383 | $613.3K | 0.00% | +31,218+56.6% | Added |
| Argent Advisors, Inc. | 89,437 | $635.0K | 0.24% | −4,500−4.8% | Reduced |
| Mariner, LLC | 89,883 | $641.3K | 0.00% | +42,141+88.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 93,902 | $666.2K | 0.01% | +8,327+9.7% | Added |
| Nations Financial Group Inc, | 94,267 | $669.3K | 0.05% | −34,200−26.6% | Reduced |
| Aristeia Capital LLC | 95,516 | $678.2K | 0.02% | +95,516 | New |
| CIBC Asset Management Inc | 95,986 | $681.5K | 0.00% | −1,198−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 96,307 | $683.8K | 0.01% | +96,307 | New |
| Lombard Odier Asset Management (USA) Corp | 99,000 | $702.9K | 0.26% | −1,401,000−93.4% | Reduced |
| Ameritas Investment Partners, Inc. | 100,739 | $715.2K | 0.02% | +543+0.5% | Added |
| Quantbot Technologies LP | 103,188 | $732.6K | 0.03% | +103,188 | New |
| Mercer Global Advisors Inc | 117,766 | $790.2K | 0.00% | +10,685+10.0% | Added |
| Cerity Partners LLC | 113,025 | $802.5K | 0.00% | +61,689+120.2% | Added |
| Advisor Group Holdings, Inc. | 114,153 | $810.5K | 0.00% | +11,327+11.0% | Added |
| SOL Capital Management CO | 114,305 | $812.0K | 0.09% | +1,500+1.3% | Added |
| Public Employees Retirement Association of Colorado | 116,108 | $824.0K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 116,607 | $827.9K | 0.17% | +41,145+54.5% | Added |
| Graham Capital Management, L.P. | 118,612 | $842.1K | 0.03% | −447,363−79.0% | Reduced |
| Stifel Financial Corp | 123,385 | $876.0K | 0.00% | −12,521−9.2% | Reduced |
| Madison Asset Management, LLC | 124,000 | $880.4K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 129,437 | $919.0K | 0.10% | −230,676−64.1% | Reduced |
| BSW Wealth Partners | 130,064 | $923.5K | 0.14% | −96,000−42.5% | Reduced |
| Atria Investments LLC | 130,480 | $926.4K | 0.01% | +42,227+47.8% | Added |
| Pictet Asset Management Holding SA | 130,293 | $926.7K | 0.00% | +19,055+17.1% | Added |
| Cetera Investment Advisers | 131,674 | $934.9K | 0.00% | −47,700−26.6% | Reduced |
| Centiva Capital, LP | 140,524 | $997.7K | 0.05% | +126,843+927.1% | Added |
| Natixis Advisors, L.P. | 150,828 | $1.07M | 0.00% | +150,828 | New |
| Mutual of America Capital Management LLC | 152,931 | $1.09M | 0.01% | −13,905−8.3% | Reduced |
| GTS Securities LLC | 153,029 | $1.09M | 0.02% | +90,726+145.6% | Added |
| Everence Capital Management Inc | 162,730 | $1.16M | 0.07% | 00.0% | Unchanged |
| Amundi | 181,065 | $1.16M | 0.00% | +25,639+16.5% | Added |
| Gotham Asset Management, LLC | 168,273 | $1.19M | 0.01% | −102,248−37.8% | Reduced |
| Verition Fund Management LLC | 170,024 | $1.21M | 0.01% | +170,024 | New |
| Capstone Financial Advisors, Inc. | 185,686 | $1.32M | 0.08% | +5,000+2.8% | Added |
| Weiss Asset Management LP | 192,279 | $1.37M | 0.03% | +192,279 | New |
| Cidel Asset Management Inc | 193,365 | $1.37M | 0.10% | −32,101−14.2% | Reduced |
| Savant Capital, LLC | 205,506 | $1.46M | 0.01% | +205,506 | New |
| Handelsbanken Fonder AB | 207,600 | $1.47M | 0.01% | −13,900−6.3% | Reduced |
| Argent Trust Co | 210,917 | $1.50M | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 210,111 | $1.53M | 0.00% | −7,273−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 217,341 | $1.54M | 0.01% | −1,381−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 220,000 | $1.56M | 0.03% | +220,000 | New |
| ProShare Advisors LLC | 220,586 | $1.57M | 0.00% | +51,146+30.2% | Added |