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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 9,015 | $64.0K | 0.03% | −3,301−26.8% | Reduced |
| Stableford Capital II LLC | 10,018 | $62.1K | 0.02% | +10,018 | New |
| Spire Wealth Management | 8,630 | $61.3K | 0.00% | +6,230+259.6% | Added |
| AdvisorNet Financial, Inc | 8,613 | $61.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,489 | $60.3K | 0.00% | +6,353+297.4% | Added |
| ORG Wealth Partners, LLC | 8,373 | $59.4K | 0.02% | +8,373 | New |
| Versant Capital Management, Inc | 7,766 | $55.1K | 0.01% | +7,199+1,269.7% | Added |
| Covestor Ltd | 7,705 | $55.0K | 0.03% | −31,694−80.4% | Reduced |
| National Bank of Canada | 7,491 | $53.2K | 0.00% | +5,979+395.4% | Added |
| Signaturefd, LLC | 7,174 | $50.9K | 0.00% | −2,092−22.6% | Reduced |
| GAMMA Investing LLC | 6,846 | $48.6K | 0.00% | +6,504+1,901.8% | Added |
| Twin Tree Management, LP | 6,807 | $48.3K | 0.00% | +6,807 | New |
| Ci Investments Inc. | 6,669 | $47.0K | 0.00% | −11,071−62.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,520 | $46.3K | 0.00% | +6,520 | New |
| Global Retirement Partners, LLC | 6,519 | $46.3K | 0.00% | +525+8.8% | Added |
| ORG Partners LLC | 6,286 | $44.6K | 0.01% | −8,411−57.2% | Reduced |
| Allworth Financial LP | 5,996 | $42.6K | 0.00% | +999+20.0% | Added |
| Advisory Services Network, LLC | 38,288 | $42.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,757 | $40.9K | 0.00% | +161+2.9% | Added |
| Jones Financial Companies LLLP | 5,398 | $39.3K | 0.00% | +380+7.6% | Added |
| EverSource Wealth Advisors, LLC | 5,510 | $39.1K | 0.00% | +4,305+357.3% | Added |
| 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 |
| Point72 Asia (Singapore) Pte. Ltd. | 5,139 | $36.5K | 0.01% | +5,139 | New |
| Catalyst Funds Management Pty Ltd | 4,200 | $29.8K | 0.01% | −40,900−90.7% | Reduced |
| Concord Wealth Partners | 4,008 | $28.5K | 0.00% | +1,992+98.8% | Added |
| 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 |
| Bessemer Group Inc | 4,003 | $28.0K | 0.00% | +4,003 | New |
| Fifth Third Bancorp | 3,856 | $27.4K | 0.00% | +1,284+49.9% | Added |
| Hexagon Capital Partners LLC | 3,839 | $27.3K | 0.01% | +1,443+60.2% | Added |
| Sterling Capital Management LLC | 3,510 | $24.9K | 0.00% | +3,510 | New |
| Rakuten Securities, Inc. | 3,130 | $22.2K | 0.01% | +334+11.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,174 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,060 | $21.7K | 0.00% | −4,056−57.0% | Reduced |
| Macquarie Group Ltd | 3,021 | $21.4K | 0.00% | +3,021 | New |
| GPS Wealth Strategies Group, LLC | 2,991 | $21.2K | 0.00% | −1,273−29.9% | Reduced |
| Optiver Holding B.V. | 2,977 | $21.1K | 0.00% | +2,977 | New |
| Plante Moran Financial Advisors, LLC | 2,976 | $21.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,725 | $19.3K | 0.00% | −289−9.6% | Reduced |
| Old Point Trust & Financial Services N A | 2,714 | $19.3K | 0.01% | −2,100−43.6% | Reduced |
| Smartleaf Asset Management LLC | 2,468 | $18.0K | 0.00% | +1,525+161.7% | Added |
| MRP Capital Investments, LLC | 2,500 | $17.8K | 0.02% | +2,500 | New |
| Financial Perspectives, Inc | 2,494 | $17.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,404 | $17.1K | 0.00% | −124−4.9% | Reduced |
| Umb Bank N A | 2,339 | $16.6K | 0.00% | +2,319+11,595.0% | Added |
| Venturi Wealth Management, LLC | 2,245 | $15.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,028 | $14.4K | 0.00% | −88−4.2% | Reduced |
| Sachetta, LLC | 2,000 | $14.2K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,812 | $12.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,802 | $12.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,907 | $12.8K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,791 | $12.7K | 0.00% | +1,791 | New |
| Rothschild Investment LLC | 1,755 | $12.5K | 0.00% | +1,282+271.0% | Added |
| Harbor Investment Advisory, LLC | 1,750 | $12.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,735 | $12.3K | 0.00% | +550+46.4% | Added |
| Huntington National Bank | 1,721 | $12.2K | 0.00% | +80+4.9% | Added |
| Founders Capital Management | 1,600 | $11.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,549 | $11.0K | 0.00% | +1,549 | New |
| GWM Advisors LLC | 1,508 | $10.7K | 0.00% | −100,141−98.5% | Reduced |
| Mather Group, LLC. | 1,496 | $10.6K | 0.00% | −336−18.3% | Reduced |
| Bokf, NA | 1,404 | $9.38K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,292 | $9.17K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,272 | $9.03K | 0.00% | +1,272 | New |
| Bryn Mawr Trust Co | 1,213 | $8.61K | 0.00% | +1,213 | New |
| North Star Investment Management Corp. | 1,048 | $7.44K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $7.41K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,021 | $7.25K | 0.00% | −500−32.9% | 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 |
| First Pacific Financial | 978 | $6.94K | 0.00% | −2−0.2% | Reduced |
| Main Street Group, LTD | 968 | $6.87K | 0.00% | −1,000−50.8% | Reduced |
| SRS Capital Advisors, Inc. | 964 | $6.84K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 933 | $6.62K | 0.00% | +933 | New |
| Proequities, Inc. | 882 | $6.26K | 0.00% | −254−22.4% | Reduced |
| Webster Bank, N. A. | 844 | $5.99K | 0.00% | +844 | New |
| Gilliland Jeter Wealth Management LLC | 795 | $5.64K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 785 | $5.57K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 751 | $5.33K | 0.00% | +751 | New |
| Quarry LP | 731 | $5.19K | 0.00% | +731 | New |
| Financial Avengers, Inc. | 717 | $5.09K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 700 | $4.97K | 0.00% | +12+1.7% | Added |
| HM Payson & Co | 689 | $4.89K | 0.00% | +689 | New |
| Colonial Trust Co | 661 | $4.69K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 648 | $4.60K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 647 | $4.59K | 0.00% | +647 | New |
| LRI Investments, LLC | 522 | $4.50K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 633 | $4.49K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $4.26K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 552 | $3.92K | 0.00% | +75+15.7% | Added |
| SOA Wealth Advisors, LLC. | 533 | $3.79K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 529 | $3.75K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 523 | $3.71K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 508 | $3.61K | 0.00% | +508 | New |
| Bullock Wealth Management Group | 503 | $3.38K | 0.00% | −40−7.4% | Reduced |
| Arlington Trust Co LLC | 474 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 444 | $3.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 443 | $3.15K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 435 | $3.09K | 0.00% | +435 | New |
| Financial Management Professionals, Inc. | 480 | $3.00K | 0.00% | 00.0% | Unchanged |