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 | 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, 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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 67,816 | $360.1K | 0.00% | +33,234+96.1% | Added |
| Southeast Asset Advisors Inc. | 67,650 | $359.2K | 0.04% | −61,787−47.7% | Reduced |
| Natixis Advisors, L.P. | 67,204 | $357.0K | 0.00% | −83,624−55.4% | Reduced |
| United Services Automobile Association | 66,475 | $353.0K | 0.01% | −223−0.3% | Reduced |
| CIBC Asset Management Inc | 65,370 | $347.1K | 0.00% | −30,616−31.9% | Reduced |
| McAdam, LLC | 64,966 | $345.0K | 0.02% | +64,966 | New |
| Schonfeld Strategic Advisors LLC | 64,812 | $344.2K | 0.00% | +34,442+113.4% | Added |
| JustInvest LLC | 64,166 | $340.7K | 0.01% | −437−0.7% | Reduced |
| Mercer Global Advisors Inc | 63,329 | $336.3K | 0.00% | −54,437−46.2% | Reduced |
| Crossmark Global Holdings, Inc. | 60,962 | $324.0K | 0.01% | −90−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 60,290 | $320.1K | 0.00% | +60,290 | New |
| Semanteon Capital Management, LP | 59,612 | $316.5K | 0.17% | +19,737+49.5% | Added |
| Tower Research Capital LLC (TRC) | 58,580 | $311.1K | 0.01% | −1,501−2.5% | Reduced |
| Quantessence Capital LLC | 57,800 | $306.9K | 0.13% | +57,800 | New |
| MML Investors Services, LLC | 56,757 | $301.0K | 0.00% | −11,786−17.2% | Reduced |
| Profund Advisors LLC | 56,525 | $300.1K | 0.01% | +5,301+10.3% | Added |
| Fox Run Management, L.L.C. | 55,132 | $292.8K | 0.05% | +55,132 | New |
| Atomi Financial Group, Inc. | 55,116 | $292.7K | 0.01% | +682+1.3% | Added |
| The PNC Financial Services Group, Inc. | 55,105 | $292.6K | 0.00% | −1,159−2.1% | Reduced |
| GK Wealth Management LLC | 54,315 | $288.4K | 0.37% | +54,315 | New |
| Evergreen Capital Management LLC | 53,495 | $284.1K | 0.01% | +4,768+9.8% | Added |
| First Financial Bankshares Inc | 51,501 | $273.5K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 51,000 | $270.8K | 0.13% | −1,850−3.5% | Reduced |
| Counterpoint Mutual Funds LLC | 48,408 | $257.0K | 0.03% | +5,317+12.3% | Added |
| Vestcor Inc | 46,114 | $245.0K | 0.01% | +46,114 | New |
| Neuberger Berman Group LLC | 46,126 | $244.9K | 0.00% | −4,811−9.4% | Reduced |
| Martingale Asset Management L P | 45,780 | $243.1K | 0.01% | +45,780 | New |
| Compagnie Lombard Odier SCmA | 45,000 | $238.9K | 0.00% | +15,000+50.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,856 | $238.0K | 0.00% | −2,144−4.6% | Reduced |
| Sage Rhino Capital LLC | 44,812 | $238.0K | 0.05% | +1,211+2.8% | Added |
| Captrust Financial Advisors | 43,494 | $231.0K | 0.00% | +166+0.4% | Added |
| Wedbush Securities Inc | 43,299 | $230.0K | 0.01% | +895+2.1% | Added |
| Bayforest Capital Ltd | 43,006 | $228.4K | 0.29% | +43,006 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,845 | $222.2K | 0.01% | +2,657+6.8% | Added |
| DCM Advisors, LLC | 41,672 | $221.3K | 0.10% | +13,072+45.7% | Added |
| Chicago Partners Investment Group LLC | 39,313 | $217.0K | 0.01% | −1,375−3.4% | Reduced |
| Shelton Capital Management | 40,269 | $213.8K | 0.01% | −5,186−11.4% | Reduced |
| Private Advisor Group, LLC | 39,227 | $208.5K | 0.00% | −1,816−4.4% | Reduced |
| Oppenheimer & Co Inc | 39,037 | $207.3K | 0.00% | +3,109+8.7% | Added |
| CI Private Wealth, LLC | 36,598 | $194.3K | 0.00% | −11,182−23.4% | Reduced |
| Envestnet Asset Management Inc | 34,669 | $184.1K | 0.00% | −1,140−3.2% | Reduced |
| Everence Capital Management Inc | 34,620 | $184.0K | 0.01% | −128,110−78.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 34,225 | $181.7K | 0.00% | +2,457+7.7% | Added |
| SBI Securities Co., Ltd. | 34,038 | $180.7K | 0.01% | +34,038 | New |
| Strategic Financial Concepts, LLC | 33,773 | $179.3K | 0.03% | −20−0.1% | Reduced |
| Baird Financial Group, Inc. | 33,702 | $179.0K | 0.00% | +1,581+4.9% | Added |
| Advisory Services Network, LLC | 32,453 | $172.3K | 0.00% | −5,835−15.2% | Reduced |
| Plato Investment Management Ltd | 32,146 | $171.3K | 0.01% | −4,636−12.6% | Reduced |
| Nomura Asset Management Co Ltd | 32,000 | $169.9K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 31,206 | $165.7K | 0.05% | +31,206 | New |
| Fulton Bank, N.A. | 31,064 | $164.9K | 0.01% | +285+0.9% | Added |
| Storebrand Asset Management AS | 30,937 | $164.3K | 0.00% | −13,165−29.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 30,189 | $160.3K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 30,074 | $159.7K | 0.00% | +3,868+14.8% | Added |
| Weiss Asset Management LP | 29,204 | $155.1K | 0.00% | −163,075−84.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 28,339 | $150.5K | 0.15% | +28,339 | New |
| Glenmede Trust Co NA | 28,069 | $149.0K | 0.00% | +4,108+17.1% | Added |
| Walleye Capital LLC | 28,025 | $148.8K | 0.00% | −44,774−61.5% | Reduced |
| Blueshift Asset Management, LLC | 27,950 | $148.4K | 0.05% | +27,950 | New |
| Forum Financial Management, LP | 27,552 | $146.3K | 0.00% | +11,581+72.5% | Added |
| Quadrant Capital Group LLC | 27,364 | $145.3K | 0.01% | −3,416−11.1% | Reduced |
| Keystone Financial Group | 27,332 | $145.1K | 0.01% | +16,664+156.2% | Added |
| First Citizens Bank & Trust Co | 27,283 | $144.9K | 0.00% | +4,325+18.8% | Added |
| Net Worth Advisory Group | 27,149 | $144.2K | 0.04% | +27,149 | New |
| Kovitz Investment Group Partners, LLC | 26,785 | $142.2K | 0.00% | +1,369+5.4% | Added |
| Point72 (DIFC) Ltd | 25,770 | $136.8K | 0.01% | +24,837+2,662.1% | Added |
| Journey Strategic Wealth LLC | 25,188 | $133.7K | 0.00% | −1,090−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 23,545 | $125.0K | 0.03% | +23,545 | New |
| Steward Partners Investment Advisory, LLC | 23,441 | $124.5K | 0.00% | −863−3.6% | Reduced |
| PFG Investments, LLC | 22,934 | $121.8K | 0.01% | −1,342−5.5% | Reduced |
| Mutual Advisors, LLC | 22,009 | $121.7K | 0.00% | −1,489−6.3% | Reduced |
| Ethic Inc. | 22,604 | $120.0K | 0.00% | +22,604 | New |
| Sunbelt Securities, Inc. | 22,124 | $119.5K | 0.01% | +10.0% | Added |
| Abel Hall, LLC | 21,995 | $116.8K | 0.07% | +698+3.3% | Added |
| Cornerstone Wealth Management, LLC | 21,935 | $116.5K | 0.01% | −10.0% | Reduced |
| Truist Financial Corp | 21,577 | $114.6K | 0.00% | +8,741+68.1% | Added |
| Northwestern Mutual Wealth Management Co | 21,178 | $112.5K | 0.00% | +3,736+21.4% | Added |
| Brookstone Capital Management | 20,921 | $111.1K | 0.00% | −3,042−12.7% | Reduced |
| Merit Financial Group, LLC | 20,889 | $110.9K | 0.00% | +20,889 | New |
| Envestnet Portfolio Solutions, Inc. | 20,852 | $110.7K | 0.00% | +2,844+15.8% | Added |
| bLong Financial, LLC | 20,772 | $110.3K | 0.09% | +20,772 | New |
| Prime Capital Investment Advisors, LLC | 20,571 | $109.2K | 0.00% | −3,737−15.4% | Reduced |
| Trust Point Inc. | 20,238 | $107.5K | 0.01% | +20,238 | New |
| Keebeck Alpha, LP | 20,226 | $107.4K | 0.11% | +20,226 | New |
| Breakthru Advisory Services, LLC | 20,080 | $106.6K | 0.10% | +20,080 | New |
| Independent Financial Group, LLC | 20,056 | $106.5K | 0.00% | −5,744−22.3% | Reduced |
| 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 |
| Avantax Advisory Services, Inc. | 19,938 | $105.9K | 0.00% | +969+5.1% | Added |
| Scientech Research LLC | 19,536 | $103.7K | 0.03% | +19,536 | New |
| Kestra Advisory Services, LLC | 19,423 | $103.1K | 0.00% | −2,452−11.2% | Reduced |
| Coldstream Capital Management Inc | 19,317 | $102.6K | 0.00% | +1,718+9.8% | Added |
| Pacific Sage Partners, LLC | 19,252 | $102.2K | 0.02% | −1,000−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 19,120 | $101.5K | 0.00% | +19,120 | New |
| Rakuten Securities, Inc. | 18,991 | $100.8K | 0.04% | +15,861+506.7% | Added |
| Callan Family Office, LLC | 18,840 | $100.0K | 0.01% | +18,840 | New |
| Global View Capital Management LLC | 17,812 | $99.9K | 0.04% | +17,812 | New |
| Secure Asset Management, LLC | 18,790 | $99.8K | 0.02% | +450+2.5% | Added |
| Humankind Investments LLC | 18,492 | $98.2K | 0.02% | −7,547−29.0% | Reduced |