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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, Q4 2024

Institutional positions in Lumen Technologies, Inc. as of Dec 31, 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
561
+56 vs. Q3 2024
Shares held
710.8M
+45.0M (+6.8%) vs. Q3 2024
Total value
$3.78B
−$945.9M (−20.0%) vs. Q3 2024
New holders
120
158 more added
Sold out
64
157 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 561 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ4 2024: $3.78B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2024.

Institutions holding LUMN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co104$00.00%00.0%Unchanged
TSFG, LLC4$00.00%00.0%Unchanged
Coston, McIsaac & Partners45$00.00%00.0%Unchanged
Innovative Advisory Group, LLC0$20.00%0New
WR Wealth Planners, LLC0$30.00%0Unchanged
NBC Securities, Inc.1$50.00%−1,548−99.9%Reduced
Colonial Trust Advisors1$50.00%−442−99.8%Reduced
AllSquare Wealth Management LLC1$50.00%00.0%Unchanged
Salem Investment Counselors Inc1$60.00%00.0%Unchanged
UMA Financial Services, Inc.1$80.00%+1New
Skopos Labs, Inc.2$110.00%+2New
Hager Investment Management Services, LLC2$110.00%+2New
CBIZ Investment Advisory Services, LLC2$120.00%00.0%Unchanged
Breakwater Investment Management3$160.00%00.0%Unchanged
Center for Financial Planning, Inc.4$220.00%00.0%Unchanged
NVWM, LLC5$270.00%00.0%Unchanged
BFSG, LLC5$270.00%00.0%Unchanged
Credit Agricole S A6$320.00%00.0%Unchanged
Front Row Advisors LLC7$370.00%00.0%Unchanged
Tucker Asset Management LLC8$420.00%00.0%Unchanged
Hoey Investments, Inc9$480.00%00.0%Unchanged
Stonebridge Financial Group, LLC9$480.00%+9New
Cornerstone Planning Group LLC10$500.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$640.00%00.0%Unchanged
TD Capital Management LLC13$660.00%00.0%Unchanged
Christopher J. Hasenberg, Inc13$690.00%00.0%Unchanged
Parkworth Wealth Management, Inc.13$690.00%+13New
Global Financial Private Client, LLC15$800.00%+15New
Key Financial Inc16$850.00%00.0%Unchanged
Fortis Group Advisors, LLC16$850.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$870.00%00.0%Unchanged
TCTC Holdings, LLC17$900.00%00.0%Unchanged
Carolinas Wealth Consulting LLC18$950.00%00.0%Unchanged
Tradewinds Capital Management, LLC18$960.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group18$960.00%00.0%Unchanged
First Command Advisory Services, Inc.19$1010.00%−250−92.9%Reduced
Whittier Trust Co21$1110.00%00.0%Unchanged
Sandy Spring Bank21$1110.00%00.0%Unchanged
Princeton Global Asset Management LLC21$1120.00%00.0%Unchanged
Clearstead Advisors, LLC21$1120.00%+21New
Marshall & Sterling Wealth Advisors Inc.24$1270.00%+24New
Insight Financial Services26$1380.00%00.0%Unchanged
IFP Advisors, Inc20$1380.00%−3−13.0%Reduced
Twin Lakes Capital Management, LLC28$1500.00%−15−34.9%Reduced
Cherry Tree Wealth Management, LLC34$1810.00%00.0%Unchanged
American National Bank34$1810.00%00.0%Unchanged
Dogwood Wealth Management LLC34$1810.00%00.0%Unchanged
Reyes Financial Architecture, Inc.34$1810.00%+34New
Continuum Advisory, LLC36$1910.00%00.0%Unchanged
Salomon & Ludwin, LLC38$2020.00%00.0%Unchanged
Westside Investment Management, Inc.42$2230.00%00.0%Unchanged
Compass Wealth Management LLC42$2240.00%00.0%Unchanged
Grove Bank & Trust44$2340.00%00.0%Unchanged
Raffa Wealth Management, LLC47$2490.00%00.0%Unchanged
Vermillion Wealth Management, Inc.50$2660.00%+50New
Asset Dedication, LLC53$2830.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc56$2960.00%00.0%Unchanged
First Community Trust NA56$2970.00%00.0%Unchanged
ESL Trust Services, LLC58$3080.00%+58New
Horizon Financial Services, LLC59$3130.00%00.0%Unchanged
IAG Wealth Partners, LLC67$3560.00%+41+157.7%Added
Central Pacific Bank - Trust Division70$3720.00%00.0%Unchanged
Abound Wealth Management72$3830.00%00.0%Unchanged
Pflug Koory, LLC74$3930.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.80$4250.00%+80New
JNBA Financial Advisors87$4620.00%00.0%Unchanged
South Plains Financial, Inc.88$4670.00%+88New
Bell Investment Advisors, Inc88$4680.00%−201−69.6%Reduced
Burkett Financial Services, LLC94$5020.00%00.0%Unchanged
Archer Investment Corp95$5040.00%+82+630.8%Added
Global Trust Asset Management, LLC100$5310.00%−13−11.5%Reduced
New England Capital Financial Advisors LLC100$5310.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$5310.00%00.0%Unchanged
Larson Financial Group LLC116$6160.00%+54+87.1%Added
Winch Advisory Services, LLC117$6230.00%00.0%Unchanged
McIlrath & Eck, LLC123$6530.00%00.0%Unchanged
United Community Bank126$6690.00%00.0%Unchanged
Assetmark, Inc126$6690.00%+5+4.1%Added
CVA Family Office, LLC140$7430.00%00.0%Unchanged
St Germain D J Co Inc145$7700.00%+8+5.8%Added
Caitlin John, LLC148$7860.00%00.0%Unchanged
Kozak & Associates, Inc.142$8010.00%00.0%Unchanged
JFS Wealth Advisors, LLC152$8080.00%+152New
MCF Advisors LLC168$8930.00%+168New
Koesten, Hirschmann & Crabtree, INC.170$9030.00%−137−44.6%Reduced
Central Trust Co177$9400.00%+177New
Pathway Financial Advisers, LLC179$9510.00%+179New
Armstrong Advisory Group, Inc188$9990.00%00.0%Unchanged
Hemington Wealth Management197$1.00K0.00%+58+41.7%Added
Valley National Advisers Inc300$1.00K0.00%+300New
Caldwell Sutter Capital, Inc.192$1.02K0.00%00.0%Unchanged
PSI Advisors, LLC197$1.05K0.00%00.0%Unchanged
Principal Securities, Inc.198$1.05K0.00%−502−71.7%Reduced
Cape Investment Advisory, Inc.200$1.06K0.00%−33−14.2%Reduced
Pacific Center for Financial Services214$1.14K0.00%+16+8.1%Added
Carolina Wealth Advisors, LLC224$1.19K0.00%+164+273.3%Added
Live Oak Investment Partners–$1.23K0.00%––
Medallion Wealth Advisors, LLC323$1.27K0.00%+323New
Golden State Wealth Management, LLC257$1.36K0.00%+257New
Parkside Financial Bank & Trust264$1.40K0.00%+23+9.5%Added