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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 288 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 291 | $1.54K | 0.00% | −59−16.9% | Reduced |
| Iron Horse Wealth Management, LLC | 300 | $1.59K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $1.59K | 0.00% | +300 | New |
| CoreFirst Bank & Trust | 330 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $1.93K | 0.00% | −850−70.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 371 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 381 | $2.02K | 0.00% | +381 | New |
| Holos Integrated Wealth LLC | 385 | $2.04K | 0.00% | +385 | New |
| Financial Gravity Companies, Inc. | 429 | $2.28K | 0.00% | +429 | New |
| Van Hulzen Asset Management, LLC | 430 | $2.28K | 0.00% | +430 | New |
| Fortitude Family Office, LLC | 442 | $2.35K | 0.00% | +442 | New |
| Bogart Wealth, LLC | 444 | $2.36K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 450 | $2.39K | 0.00% | +450 | New |
| Ronald Blue Trust, Inc. | 460 | $2.44K | 0.00% | +50+12.2% | Added |
| Arlington Trust Co LLC | 474 | $2.52K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 476 | $2.53K | 0.00% | −32−6.3% | Reduced |
| Financial Management Professionals, Inc. | 480 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $2.67K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 529 | $2.81K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 531 | $2.82K | 0.00% | +96+22.1% | Added |
| SOA Wealth Advisors, LLC. | 533 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 552 | $2.93K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 562 | $2.98K | 0.00% | +40+7.7% | Added |
| High Note Wealth, LLC | 562 | $2.98K | 0.00% | +562 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $3.19K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 622 | $3.30K | 0.00% | −25−3.9% | Reduced |
| Quent Capital, LLC | 633 | $3.36K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 689 | $3.66K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $3.72K | 0.00% | −9,800−93.3% | Reduced |
| Financial Avengers, Inc. | 717 | $3.81K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 785 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 805 | $4.35K | 0.00% | −599−42.7% | Reduced |
| Proequities, Inc. | 882 | $5.07K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 964 | $5.12K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 968 | $5.14K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $5.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $5.31K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,000 | $5.31K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $5.31K | 0.00% | +1,000 | New |
| Exchange Traded Concepts, LLC | 1,016 | $5.39K | 0.00% | +1,016 | New |
| PFS Partners, LLC | 1,021 | $5.42K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $5.54K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $5.57K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,071 | $5.78K | 0.00% | +915+586.5% | Added |
| LGT Financial Advisors LLC | 1,090 | $5.79K | 0.01% | +1,090 | New |
| Creative Financial Designs Inc | 1,135 | $6.03K | 0.00% | +1,000+740.7% | Added |
| Private Wealth Management Group, LLC | 1,272 | $6.75K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,292 | $6.86K | 0.01% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1,354 | $7.19K | 0.01% | +1,354 | New |
| Massmutual Trust Co FSB | 1,450 | $7.70K | 0.00% | +1,450 | New |
| Mather Group, LLC. | 1,496 | $7.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,598 | $8.49K | 0.00% | −123−7.1% | Reduced |
| Founders Capital Management | 1,600 | $8.50K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,645 | $8.73K | 0.00% | +1,645 | New |
| GPS Wealth Strategies Group, LLC | 1,650 | $8.76K | 0.00% | −1,341−44.8% | Reduced |
| Generali Asset Management SPA SGR | 1,721 | $9.14K | 0.00% | +1,721 | New |
| Harbor Investment Advisory, LLC | 1,750 | $9.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,810 | $9.61K | 0.00% | +55+3.1% | Added |
| Cypress Capital Management LLC (WY) | 1,812 | $9.62K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,868 | $10.0K | 0.01% | −5,837−75.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,907 | $10.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,914 | $10.2K | 0.00% | −800−29.5% | Reduced |
| GWM Advisors LLC | 1,956 | $10.4K | 0.00% | +448+29.7% | Added |
| Farther Finance Advisors, LLC | 1,959 | $10.4K | 0.00% | +224+12.9% | Added |
| Concord Wealth Partners | 2,000 | $10.6K | 0.00% | −2,008−50.1% | Reduced |
| Sachetta, LLC | 2,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,028 | $10.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,102 | $11.2K | 0.00% | +300+16.6% | Added |
| EverSource Wealth Advisors, LLC | 2,160 | $11.5K | 0.00% | −3,350−60.8% | Reduced |
| Transce3nd, LLC | 2,180 | $11.6K | 0.00% | +2,180 | New |
| Venturi Wealth Management, LLC | 2,245 | $11.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,339 | $12.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,385 | $12.7K | 0.00% | −19−0.8% | Reduced |
| Hexagon Capital Partners LLC | 2,493 | $13.2K | 0.00% | −1,346−35.1% | Reduced |
| Financial Perspectives, Inc | 2,494 | $13.2K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,500 | $13.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,625 | $13.9K | 0.00% | −100−3.7% | Reduced |
| Kimelman & Baird, LLC | 2,914 | $15.5K | 0.00% | +2,880+8,470.6% | Added |
| Plante Moran Financial Advisors, LLC | 2,976 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,929 | $16.0K | 0.00% | −3,740−56.1% | Reduced |
| Ancora Advisors, LLC | 3,060 | $16.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,893 | $20.7K | 0.00% | +37+1.0% | Added |
| Brown Brothers Harriman & Co | 4,000 | $21.2K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4,275 | $21.3K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4,275 | $21.3K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,152 | $27.4K | 0.00% | −9,441−64.7% | Reduced |
| Bessemer Group Inc | 5,207 | $28.0K | 0.00% | +1,204+30.1% | Added |
| ORG Partners LLC | 6,224 | $33.1K | 0.00% | −62−1.0% | Reduced |
| Global Retirement Partners, LLC | 6,519 | $34.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,745 | $36.4K | 0.00% | +4,277+173.3% | Added |
| Spire Wealth Management | 7,042 | $37.4K | 0.00% | −1,588−18.4% | Reduced |
| Parallel Advisors, LLC | 7,203 | $38.3K | 0.00% | +1,446+25.1% | Added |
| Signaturefd, LLC | 7,242 | $38.5K | 0.00% | +68+0.9% | Added |
| Lazard Asset Management LLC | 7,498 | $39.0K | 0.00% | +7,307+3,825.7% | Added |
| GAMMA Investing LLC | 8,023 | $42.6K | 0.00% | +1,177+17.2% | Added |
| ORG Wealth Partners, LLC | 8,373 | $44.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8,441 | $44.8K | 0.01% | +675+8.7% | Added |
| AdvisorNet Financial, Inc | 8,457 | $44.9K | 0.00% | −156−1.8% | Reduced |