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 |
|---|---|---|---|---|---|
| R Squared Ltd | 8,950 | $47.5K | 0.05% | +8,950 | New |
| Deseret Mutual Benefit Administrators | 9,015 | $47.9K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,116 | $50.3K | 0.00% | +627+7.4% | Added |
| BancorpSouth Bank | 10,000 | $53.1K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 10,000 | $53.1K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10,054 | $53.4K | 0.01% | +54+0.5% | Added |
| Quantinno Capital Management LP | 10,134 | $53.8K | 0.00% | +10,134 | New |
| MAI Capital Management | 10,223 | $54.3K | 0.00% | −10,048−49.6% | Reduced |
| Empirical Finance, LLC | 10,301 | $54.7K | 0.00% | −635−5.8% | Reduced |
| Sound Income Strategies, LLC | 10,374 | $55.1K | 0.00% | +20.0% | Added |
| Vise Technologies, Inc. | 10,808 | $57.4K | 0.00% | −23,308−68.3% | Reduced |
| Seeds Investor LLC | 10,811 | $57.4K | 0.02% | +10,811 | New |
| Wetherby Asset Management Inc | 10,812 | $57.4K | 0.00% | −2,265−17.3% | Reduced |
| NorthRock Partners, LLC | 10,864 | $57.7K | 0.00% | −19,799−64.6% | Reduced |
| Cigna Investments Inc | 10,936 | $58.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,096 | $58.9K | 0.00% | +11,096 | New |
| CWM, LLC | 11,254 | $60.0K | 0.00% | −4,438−28.3% | Reduced |
| Marshall Wace, LLP | 11,500 | $61.1K | 0.00% | +11,500 | New |
| Raiffeisen Bank International AG | 11,403 | $61.9K | 0.00% | +11,403 | New |
| Reuter James Wealth Management, LLC | 12,005 | $63.7K | 0.01% | −255−2.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,019 | $63.8K | 0.00% | +12,019 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,131 | $64.4K | 0.01% | −559−4.4% | Reduced |
| XTX Topco Ltd | 12,200 | $64.8K | 0.01% | +12,200 | New |
| HighPoint Advisor Group LLC | 13,474 | $65.1K | 0.00% | −248−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 12,342 | $65.5K | 0.00% | −1,247−9.2% | Reduced |
| Invst, LLC | 12,376 | $65.7K | 0.01% | +40.0% | Added |
| M&T Bank Corp | 12,516 | $66.5K | 0.00% | +12,516 | New |
| Harvest Management LLC | 12,540 | $66.6K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12,682 | $67.3K | 0.04% | +12,682 | New |
| RFG Advisory, LLC | 12,825 | $68.1K | 0.00% | +12,825 | New |
| Stephens Inc | 12,885 | $68.4K | 0.00% | −14,185−52.4% | Reduced |
| DRW Securities, LLC | 12,900 | $68.5K | 0.00% | +12,900 | New |
| US Bancorp | 12,933 | $68.7K | 0.00% | −2,079−13.8% | Reduced |
| Arkadios Wealth Advisors | 12,960 | $68.8K | 0.00% | −407−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 12,973 | $68.9K | 0.00% | +12,973 | New |
| Atria Wealth Solutions, Inc. | 13,025 | $69.2K | 0.00% | +13,025 | New |
| Foundations Investment Advisors, LLC | 13,332 | $70.8K | 0.00% | +199+1.5% | Added |
| Bank of Nova Scotia | 13,788 | $73.2K | 0.00% | +3,069+28.6% | Added |
| Allworth Financial LP | 12,910 | $74.2K | 0.00% | +6,914+115.3% | Added |
| Swiss Life Asset Management Ltd | 14,015 | $74.3K | 0.00% | +14,015 | New |
| Two Sigma Securities, LLC | 14,103 | $74.9K | 0.01% | +14,103 | New |
| Stevens Capital Management LP | 14,353 | $76.0K | 0.03% | +14,353 | New |
| Jones Financial Companies LLLP | 14,361 | $76.3K | 0.00% | +8,963+166.0% | Added |
| Greenleaf Trust | 14,514 | $77.1K | 0.00% | +626+4.5% | Added |
| Sawgrass Asset Management LLC | 14,656 | $77.8K | 0.01% | −249−1.7% | Reduced |
| Los Angeles Capital Management LLC | 14,760 | $78.4K | 0.00% | +2,489+20.3% | Added |
| Antipodes Partners Ltd | 11,499 | $78.9K | 0.00% | +113+1.0% | Added |
| Candriam Luxembourg S.C.A. | 14,871 | $79.0K | 0.00% | −8,537−36.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $79.7K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 15,091 | $80.1K | 0.03% | −6,528−30.2% | Reduced |
| Wellington Shields & Co., LLC | 15,256 | $81.0K | 0.02% | −800−5.0% | Reduced |
| Parvin Asset Management, LLC | 15,725 | $83.5K | 0.09% | +15,725 | New |
| HBK Sorce Advisory LLC | 15,781 | $83.8K | 0.00% | +613+4.0% | Added |
| Axq Capital, LP | 15,820 | $84.0K | 0.04% | +15,820 | New |
| Sanctuary Advisors, LLC | 16,892 | $84.5K | 0.00% | +897+5.6% | Added |
| Prelude Capital Management, LLC | 16,180 | $85.9K | 0.01% | +16,180 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,437 | $86.0K | 0.00% | +2,580+20.1% | Added |
| GTS Securities LLC | 16,369 | $86.9K | 0.00% | −136,660−89.3% | Reduced |
| Financial Advisory Service, Inc. | 17,705 | $94.0K | 0.01% | −441−2.4% | Reduced |
| CoreCap Advisors, LLC | 18,089 | $96.1K | 0.00% | +87+0.5% | Added |
| Balyasny Asset Management LLC | 18,140 | $96.3K | 0.00% | +1,545+9.3% | Added |
| Humankind Investments LLC | 18,492 | $98.2K | 0.02% | −7,547−29.0% | Reduced |
| Secure Asset Management, LLC | 18,790 | $99.8K | 0.02% | +450+2.5% | Added |
| Global View Capital Management LLC | 17,812 | $99.9K | 0.04% | +17,812 | New |
| Callan Family Office, LLC | 18,840 | $100.0K | 0.01% | +18,840 | New |
| Rakuten Securities, Inc. | 18,991 | $100.8K | 0.04% | +15,861+506.7% | Added |
| Kestra Private Wealth Services, LLC | 19,120 | $101.5K | 0.00% | +19,120 | New |
| Pacific Sage Partners, LLC | 19,252 | $102.2K | 0.02% | −1,000−4.9% | Reduced |
| Coldstream Capital Management Inc | 19,317 | $102.6K | 0.00% | +1,718+9.8% | Added |
| Kestra Advisory Services, LLC | 19,423 | $103.1K | 0.00% | −2,452−11.2% | Reduced |
| Scientech Research LLC | 19,536 | $103.7K | 0.03% | +19,536 | New |
| Avantax Advisory Services, Inc. | 19,938 | $105.9K | 0.00% | +969+5.1% | Added |
| Straight Path Wealth Management | 20,000 | $106.2K | 0.04% | −20,000−50.0% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $106.2K | 0.03% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 20,000 | $106.2K | 0.01% | +20,000 | New |
| Independent Financial Group, LLC | 20,056 | $106.5K | 0.00% | −5,744−22.3% | Reduced |
| Breakthru Advisory Services, LLC | 20,080 | $106.6K | 0.10% | +20,080 | New |
| Keebeck Alpha, LP | 20,226 | $107.4K | 0.11% | +20,226 | New |
| Trust Point Inc. | 20,238 | $107.5K | 0.01% | +20,238 | New |
| Prime Capital Investment Advisors, LLC | 20,571 | $109.2K | 0.00% | −3,737−15.4% | Reduced |
| bLong Financial, LLC | 20,772 | $110.3K | 0.09% | +20,772 | New |
| Envestnet Portfolio Solutions, Inc. | 20,852 | $110.7K | 0.00% | +2,844+15.8% | Added |
| Merit Financial Group, LLC | 20,889 | $110.9K | 0.00% | +20,889 | New |
| Brookstone Capital Management | 20,921 | $111.1K | 0.00% | −3,042−12.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,178 | $112.5K | 0.00% | +3,736+21.4% | Added |
| Truist Financial Corp | 21,577 | $114.6K | 0.00% | +8,741+68.1% | Added |
| Cornerstone Wealth Management, LLC | 21,935 | $116.5K | 0.01% | −10.0% | Reduced |
| Abel Hall, LLC | 21,995 | $116.8K | 0.07% | +698+3.3% | Added |
| Sunbelt Securities, Inc. | 22,124 | $119.5K | 0.01% | +10.0% | Added |
| Ethic Inc. | 22,604 | $120.0K | 0.00% | +22,604 | New |
| Mutual Advisors, LLC | 22,009 | $121.7K | 0.00% | −1,489−6.3% | Reduced |
| PFG Investments, LLC | 22,934 | $121.8K | 0.01% | −1,342−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,441 | $124.5K | 0.00% | −863−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 23,545 | $125.0K | 0.03% | +23,545 | New |
| Journey Strategic Wealth LLC | 25,188 | $133.7K | 0.00% | −1,090−4.1% | Reduced |
| Point72 (DIFC) Ltd | 25,770 | $136.8K | 0.01% | +24,837+2,662.1% | Added |
| Kovitz Investment Group Partners, LLC | 26,785 | $142.2K | 0.00% | +1,369+5.4% | Added |
| Net Worth Advisory Group | 27,149 | $144.2K | 0.04% | +27,149 | New |
| First Citizens Bank & Trust Co | 27,283 | $144.9K | 0.00% | +4,325+18.8% | Added |
| Keystone Financial Group | 27,332 | $145.1K | 0.01% | +16,664+156.2% | Added |