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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 27,364 | $145.3K | 0.01% | −3,416−11.1% | Reduced |
| Forum Financial Management, LP | 27,552 | $146.3K | 0.00% | +11,581+72.5% | Added |
| Blueshift Asset Management, LLC | 27,950 | $148.4K | 0.05% | +27,950 | New |
| Walleye Capital LLC | 28,025 | $148.8K | 0.00% | −44,774−61.5% | Reduced |
| Glenmede Trust Co NA | 28,069 | $149.0K | 0.00% | +4,108+17.1% | Added |
| Caitong International Asset Management Co., Ltd | 28,339 | $150.5K | 0.15% | +28,339 | New |
| Weiss Asset Management LP | 29,204 | $155.1K | 0.00% | −163,075−84.8% | Reduced |
| Ballentine Partners, LLC | 30,074 | $159.7K | 0.00% | +3,868+14.8% | Added |
| Fifth Third Wealth Advisors LLC | 30,189 | $160.3K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 30,937 | $164.3K | 0.00% | −13,165−29.9% | Reduced |
| Fulton Bank, N.A. | 31,064 | $164.9K | 0.01% | +285+0.9% | Added |
| Alpine Global Management, LLC | 31,206 | $165.7K | 0.05% | +31,206 | New |
| Nomura Asset Management Co Ltd | 32,000 | $169.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 32,146 | $171.3K | 0.01% | −4,636−12.6% | Reduced |
| Advisory Services Network, LLC | 32,453 | $172.3K | 0.00% | −5,835−15.2% | Reduced |
| Baird Financial Group, Inc. | 33,702 | $179.0K | 0.00% | +1,581+4.9% | Added |
| Strategic Financial Concepts, LLC | 33,773 | $179.3K | 0.03% | −20−0.1% | Reduced |
| SBI Securities Co., Ltd. | 34,038 | $180.7K | 0.01% | +34,038 | New |
| O'Shaughnessy Asset Management, LLC | 34,225 | $181.7K | 0.00% | +2,457+7.7% | Added |
| Everence Capital Management Inc | 34,620 | $184.0K | 0.01% | −128,110−78.7% | Reduced |
| Envestnet Asset Management Inc | 34,669 | $184.1K | 0.00% | −1,140−3.2% | Reduced |
| CI Private Wealth, LLC | 36,598 | $194.3K | 0.00% | −11,182−23.4% | Reduced |
| Oppenheimer & Co Inc | 39,037 | $207.3K | 0.00% | +3,109+8.7% | Added |
| Private Advisor Group, LLC | 39,227 | $208.5K | 0.00% | −1,816−4.4% | Reduced |
| Shelton Capital Management | 40,269 | $213.8K | 0.01% | −5,186−11.4% | Reduced |
| Chicago Partners Investment Group LLC | 39,313 | $217.0K | 0.01% | −1,375−3.4% | Reduced |
| DCM Advisors, LLC | 41,672 | $221.3K | 0.10% | +13,072+45.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,845 | $222.2K | 0.01% | +2,657+6.8% | Added |
| Bayforest Capital Ltd | 43,006 | $228.4K | 0.29% | +43,006 | New |
| Wedbush Securities Inc | 43,299 | $230.0K | 0.01% | +895+2.1% | Added |
| Captrust Financial Advisors | 43,494 | $231.0K | 0.00% | +166+0.4% | Added |
| Sage Rhino Capital LLC | 44,812 | $238.0K | 0.05% | +1,211+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,856 | $238.0K | 0.00% | −2,144−4.6% | Reduced |
| Compagnie Lombard Odier SCmA | 45,000 | $238.9K | 0.00% | +15,000+50.0% | Added |
| Martingale Asset Management L P | 45,780 | $243.1K | 0.01% | +45,780 | New |
| Neuberger Berman Group LLC | 46,126 | $244.9K | 0.00% | −4,811−9.4% | Reduced |
| Vestcor Inc | 46,114 | $245.0K | 0.01% | +46,114 | New |
| Counterpoint Mutual Funds LLC | 48,408 | $257.0K | 0.03% | +5,317+12.3% | Added |
| Investors Asset Management of Georgia Inc | 51,000 | $270.8K | 0.13% | −1,850−3.5% | Reduced |
| First Financial Bankshares Inc | 51,501 | $273.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 53,495 | $284.1K | 0.01% | +4,768+9.8% | Added |
| GK Wealth Management LLC | 54,315 | $288.4K | 0.37% | +54,315 | New |
| The PNC Financial Services Group, Inc. | 55,105 | $292.6K | 0.00% | −1,159−2.1% | Reduced |
| Atomi Financial Group, Inc. | 55,116 | $292.7K | 0.01% | +682+1.3% | Added |
| Fox Run Management, L.L.C. | 55,132 | $292.8K | 0.05% | +55,132 | New |
| Profund Advisors LLC | 56,525 | $300.1K | 0.01% | +5,301+10.3% | Added |
| MML Investors Services, LLC | 56,757 | $301.0K | 0.00% | −11,786−17.2% | Reduced |
| Quantessence Capital LLC | 57,800 | $306.9K | 0.13% | +57,800 | New |
| Tower Research Capital LLC (TRC) | 58,580 | $311.1K | 0.01% | −1,501−2.5% | Reduced |
| Semanteon Capital Management, LP | 59,612 | $316.5K | 0.17% | +19,737+49.5% | Added |
| Capstone Investment Advisors, LLC | 60,290 | $320.1K | 0.00% | +60,290 | New |
| Crossmark Global Holdings, Inc. | 60,962 | $324.0K | 0.01% | −90−0.1% | Reduced |
| Mercer Global Advisors Inc | 63,329 | $336.3K | 0.00% | −54,437−46.2% | Reduced |
| JustInvest LLC | 64,166 | $340.7K | 0.01% | −437−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 64,812 | $344.2K | 0.00% | +34,442+113.4% | Added |
| McAdam, LLC | 64,966 | $345.0K | 0.02% | +64,966 | New |
| CIBC Asset Management Inc | 65,370 | $347.1K | 0.00% | −30,616−31.9% | Reduced |
| United Services Automobile Association | 66,475 | $353.0K | 0.01% | −223−0.3% | Reduced |
| Natixis Advisors, L.P. | 67,204 | $357.0K | 0.00% | −83,624−55.4% | Reduced |
| Southeast Asset Advisors Inc. | 67,650 | $359.2K | 0.04% | −61,787−47.7% | Reduced |
| TownSquare Capital, LLC | 67,816 | $360.1K | 0.00% | +33,234+96.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 67,544 | $362.6K | 0.00% | −26,358−28.1% | Reduced |
| Fieldview Capital Management, LLC | 69,722 | $370.2K | 0.06% | +69,722 | New |
| Kapitalo Investimentos Ltda | 73,468 | $390.1K | 0.26% | +28,642+63.9% | Added |
| Green Square Capital Advisors LLC | 74,224 | $394.1K | 0.06% | −680−0.9% | Reduced |
| Jefferies Financial Group Inc. | 75,000 | $398.3K | 0.00% | +75,000 | New |
| Trilogy Capital Inc. | 75,188 | $399.2K | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 76,065 | $403.9K | 0.03% | −1,745−2.2% | Reduced |
| Xponance, Inc. | 76,464 | $406.0K | 0.00% | +7,646+11.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 76,905 | $408.4K | 0.00% | +2,220+3.0% | Added |
| Russell Investments Group, Ltd. | 78,492 | $417.8K | 0.00% | +34,026+76.5% | Added |
| Nations Financial Group Inc, | 78,717 | $418.0K | 0.03% | −15,550−16.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 82,281 | $436.9K | 0.12% | +77,142+1,501.1% | Added |
| SG Americas Securities, LLC | 83,827 | $445.0K | 0.00% | +31,145+59.1% | Added |
| Cetera Investment Advisers | 87,548 | $464.9K | 0.00% | −44,126−33.5% | Reduced |
| Argent Advisors, Inc. | 88,281 | $468.8K | 0.17% | −1,156−1.3% | Reduced |
| SOL Capital Management CO | 89,305 | $474.0K | 0.05% | −25,000−21.9% | Reduced |
| Nisa Investment Advisors, LLC | 89,334 | $474.4K | 0.00% | +16,527+22.7% | Added |
| Mariner, LLC | 90,523 | $480.7K | 0.00% | +640+0.7% | Added |
| Diversified Trust Co | 90,830 | $482.3K | 0.01% | +90,830 | New |
| Cerity Partners LLC | 68,985 | $485.0K | 0.00% | −44,040−39.0% | Reduced |
| CIBC World Markets Corp | 94,732 | $503.0K | 0.00% | +94,732 | New |
| Caxton Associates LP | 96,660 | $513.3K | 0.02% | +96,660 | New |
| Aristeia Capital LLC | 96,855 | $514.3K | 0.02% | +1,339+1.4% | Added |
| Catalyst Funds Management Pty Ltd | 100,000 | $531.0K | 0.13% | +95,800+2,281.0% | Added |
| Mariner Investment Group LLC | 100,000 | $531.0K | 0.11% | +100,000 | New |
| Advisor Group Holdings, Inc. | 101,577 | $539.4K | 0.00% | −12,576−11.0% | Reduced |
| Sherbrooke Park Advisers LLC | 103,351 | $548.8K | 0.18% | +103,351 | New |
| Public Employees Retirement Association of Colorado | 104,297 | $554.0K | 0.00% | −11,811−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 105,892 | $562.3K | 0.02% | +5,153+5.1% | Added |
| Argent Trust Co | 107,460 | $570.6K | 0.02% | −103,457−49.1% | Reduced |
| ExodusPoint Capital Management, LP | 107,639 | $572.0K | 0.01% | +94,922+746.4% | Added |
| Guggenheim Capital LLC | 108,482 | $576.0K | 0.00% | +22,099+25.6% | Added |
| Dynamic Technology Lab Private Ltd | 113,901 | $605.0K | 0.10% | +113,901 | New |
| IMC-Chicago, LLC | 117,552 | $624.2K | 0.02% | +117,552 | New |
| Voleon Capital Management LP | 120,922 | $642.1K | 0.05% | +120,922 | New |
| Madison Asset Management, LLC | 124,000 | $658.4K | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 124,000 | $658.4K | 0.01% | +124,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 20,932 | $667.0K | 0.12% | +20,932 | New |
| Polianta Ltd | 130,400 | $692.0K | 0.33% | +130,400 | New |