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 | 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, 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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 34,582 | $245.5K | 0.00% | +15,342+79.7% | Added |
| Vise Technologies, Inc. | 34,116 | $242.2K | 0.03% | +34,116 | New |
| Strategic Financial Concepts, LLC | 33,793 | $239.9K | 0.08% | −78,489−69.9% | Reduced |
| Baird Financial Group, Inc. | 32,121 | $228.1K | 0.00% | +4,335+15.6% | Added |
| Nomura Asset Management Co Ltd | 32,000 | $227.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,302 | $222.2K | 0.00% | +31,302 | New |
| Quadrant Capital Group LLC | 30,780 | $218.5K | 0.02% | +25,530+486.3% | Added |
| Fulton Bank, N.A. | 30,779 | $218.5K | 0.01% | −3,221−9.5% | Reduced |
| NorthRock Partners, LLC | 30,663 | $217.7K | 0.01% | +20,609+205.0% | Added |
| Schonfeld Strategic Advisors LLC | 30,370 | $215.6K | 0.00% | +12,599+70.9% | Added |
| Fifth Third Wealth Advisors LLC | 30,189 | $214.3K | 0.01% | +256+0.9% | Added |
| KBC Group NV | 30,190 | $214.0K | 0.00% | −7,253−19.4% | Reduced |
| Compagnie Lombard Odier SCmA | 30,000 | $213.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 33,913 | $208.0K | 0.00% | +33,913 | New |
| DCM Advisors, LLC | 28,600 | $203.1K | 0.10% | +28,600 | New |
| Advisors Asset Management, Inc. | 28,372 | $201.4K | 0.00% | −22,714−44.5% | Reduced |
| LMG Wealth Partners, LLC | 27,574 | $195.8K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 31,768 | $193.1K | 0.00% | +31,768 | New |
| Stephens Inc | 27,070 | $192.2K | 0.00% | +1,935+7.7% | Added |
| Wolverine Trading, LLC | 25,666 | $186.8K | 0.00% | −10,672−29.4% | Reduced |
| Journey Strategic Wealth LLC | 26,278 | $186.6K | 0.01% | +26,278 | New |
| Ballentine Partners, LLC | 26,206 | $186.1K | 0.00% | +14,005+114.8% | Added |
| Humankind Investments LLC | 26,039 | $184.9K | 0.07% | −81,773−75.8% | Reduced |
| Inceptionr LLC | 25,838 | $183.4K | 0.04% | +43+0.2% | Added |
| Independent Financial Group, LLC | 25,800 | $183.2K | 0.01% | −23,928−48.1% | Reduced |
| Gsa Capital Partners LLP | 25,737 | $183.0K | 0.01% | +25,737 | New |
| Prime Capital Investment Advisors, LLC | 24,308 | $172.6K | 0.00% | +3,756+18.3% | Added |
| Steward Partners Investment Advisory, LLC | 24,304 | $172.6K | 0.00% | +1,180+5.1% | Added |
| PFG Investments, LLC | 24,276 | $172.4K | 0.01% | −3,245−11.8% | Reduced |
| Brookstone Capital Management | 23,963 | $170.1K | 0.00% | −529−2.2% | Reduced |
| Glenmede Trust Co NA | 23,961 | $170.1K | 0.00% | +8,152+51.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,565 | $167.3K | 0.00% | +23,565 | New |
| Candriam Luxembourg S.C.A. | 23,408 | $166.2K | 0.00% | +23,408 | New |
| First Citizens Bank & Trust Co | 22,958 | $163.0K | 0.00% | −23,098−50.2% | Reduced |
| Beck Mack & Oliver LLC | 22,923 | $162.8K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 22,738 | $161.4K | 0.00% | +9,202+68.0% | Added |
| Sunbelt Securities, Inc. | 22,123 | $157.1K | 0.02% | +176+0.8% | Added |
| Cornerstone Wealth Management, LLC | 21,936 | $155.7K | 0.01% | +4,500+25.8% | Added |
| Kestra Advisory Services, LLC | 21,875 | $155.3K | 0.00% | −2,643−10.8% | Reduced |
| Atlas Brown,Inc. | 21,619 | $153.5K | 0.05% | −21,512−49.9% | Reduced |
| Abel Hall, LLC | 21,297 | $151.2K | 0.10% | +21,297 | New |
| Mutual Advisors, LLC | 23,498 | $147.6K | 0.00% | −9,439−28.7% | Reduced |
| MAI Capital Management | 20,271 | $143.9K | 0.00% | +9,412+86.7% | Added |
| Pacific Sage Partners, LLC | 20,252 | $143.8K | 0.03% | −13,116−39.3% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $142.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,969 | $134.7K | 0.00% | +2,839+17.6% | Added |
| Secure Asset Management, LLC | 18,340 | $130.2K | 0.02% | +1,205+7.0% | Added |
| Financial Advisory Service, Inc. | 18,146 | $128.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 18,008 | $127.9K | 0.00% | −17,793−49.7% | Reduced |
| CoreCap Advisors, LLC | 18,002 | $127.8K | 0.01% | +18,002 | New |
| Sanctuary Advisors, LLC | 15,995 | $126.0K | 0.00% | −4,763−22.9% | Reduced |
| Coldstream Capital Management Inc | 17,599 | $125.1K | 0.00% | +17,599 | New |
| Northwestern Mutual Wealth Management Co | 17,442 | $123.8K | 0.00% | −15,378−46.9% | Reduced |
| LMR Partners LLP | 17,208 | $122.2K | 0.00% | +17,208 | New |
| Colony Group, LLC | 17,066 | $121.2K | 0.00% | +17,066 | New |
| Balyasny Asset Management LLC | 16,595 | $117.8K | 0.00% | +16,595 | New |
| Wellington Shields & Co., LLC | 16,056 | $114.0K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 15,971 | $113.4K | 0.00% | +15,971 | New |
| CWM, LLC | 15,692 | $111.0K | 0.00% | +5,202+49.6% | Added |
| Walleye Trading LLC | 15,564 | $110.5K | 0.00% | +15,564 | New |
| American Century Companies Inc | 15,437 | $109.6K | 0.00% | +15,437 | New |
| HBK Sorce Advisory LLC | 15,168 | $107.7K | 0.00% | +1,451+10.6% | Added |
| US Bancorp | 15,012 | $106.6K | 0.00% | +2,350+18.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $106.5K | 0.00% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 14,947 | $106.1K | 0.03% | −6,306−29.7% | Reduced |
| Sawgrass Asset Management LLC | 14,905 | $105.8K | 0.01% | −7,881−34.6% | Reduced |
| Cresset Asset Management, LLC | 14,593 | $103.6K | 0.00% | +3,809+35.3% | Added |
| Greenleaf Trust | 13,888 | $98.6K | 0.00% | +13,888 | New |
| Stratos Wealth Partners, LTD. | 13,589 | $96.5K | 0.00% | +1,212+9.8% | Added |
| HighPoint Advisor Group LLC | 13,722 | $96.1K | 0.01% | +370+2.8% | Added |
| Arkadios Wealth Advisors | 13,367 | $94.9K | 0.01% | +2,554+23.6% | Added |
| Phoenix Holdings Ltd. | 13,335 | $94.7K | 0.00% | +13,335 | New |
| Foundations Investment Advisors, LLC | 13,133 | $93.2K | 0.00% | −477−3.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,416 | $92.9K | 0.00% | +25,416 | New |
| Wetherby Asset Management Inc | 13,077 | $92.8K | 0.00% | +671+5.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,857 | $91.3K | 0.00% | +12,857 | New |
| Truist Financial Corp | 12,836 | $91.1K | 0.00% | −3,007−19.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,690 | $90.1K | 0.01% | +12,690 | New |
| ExodusPoint Capital Management, LP | 12,717 | $90.0K | 0.00% | +12,717 | New |
| Harvest Management LLC | 12,540 | $89.0K | 0.05% | 00.0% | Unchanged |
| Invst, LLC | 12,372 | $87.8K | 0.01% | +21+0.2% | Added |
| Los Angeles Capital Management LLC | 12,271 | $87.1K | 0.00% | +12,271 | New |
| Reuter James Wealth Management, LLC | 12,260 | $87.0K | 0.02% | +12,260 | New |
| Crestwood Advisors Group LLC | 12,139 | $86.2K | 0.00% | +12,139 | New |
| Y-Intercept (Hong Kong) Ltd | 12,101 | $85.9K | 0.01% | +12,101 | New |
| Winton Group Ltd | 11,441 | $81.2K | 0.01% | +11,441 | New |
| Antipodes Partners Ltd | 11,386 | $80.8K | 0.00% | −11,870−51.0% | Reduced |
| Empirical Finance, LLC | 10,936 | $77.6K | 0.00% | −963−8.1% | Reduced |
| Cigna Investments Inc | 10,936 | $77.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,719 | $76.1K | 0.00% | +10,719 | New |
| Keystone Financial Group | 10,668 | $75.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,600 | $75.3K | 0.01% | +10,600 | New |
| Danske Bank A/S | 10,500 | $74.5K | 0.00% | +10,500 | New |
| Meeder Advisory Services, Inc. | 10,443 | $74.1K | 0.00% | −4,923−32.0% | Reduced |
| Sound Income Strategies, LLC | 10,372 | $73.6K | 0.00% | +10,000+2,688.2% | Added |
| Lido Advisors, LLC | 10,134 | $72.0K | 0.00% | +10,134 | New |
| 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 |