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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 18,140 | $96.3K | 0.00% | +1,545+9.3% | Added |
| CoreCap Advisors, LLC | 18,089 | $96.1K | 0.00% | +87+0.5% | Added |
| Financial Advisory Service, Inc. | 17,705 | $94.0K | 0.01% | −441−2.4% | Reduced |
| GTS Securities LLC | 16,369 | $86.9K | 0.00% | −136,660−89.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,437 | $86.0K | 0.00% | +2,580+20.1% | Added |
| Prelude Capital Management, LLC | 16,180 | $85.9K | 0.01% | +16,180 | New |
| Sanctuary Advisors, LLC | 16,892 | $84.5K | 0.00% | +897+5.6% | Added |
| Axq Capital, LP | 15,820 | $84.0K | 0.04% | +15,820 | New |
| HBK Sorce Advisory LLC | 15,781 | $83.8K | 0.00% | +613+4.0% | Added |
| Parvin Asset Management, LLC | 15,725 | $83.5K | 0.09% | +15,725 | New |
| Wellington Shields & Co., LLC | 15,256 | $81.0K | 0.02% | −800−5.0% | Reduced |
| Atlas Brown,Inc. | 15,091 | $80.1K | 0.03% | −6,528−30.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $79.7K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 14,871 | $79.0K | 0.00% | −8,537−36.5% | Reduced |
| Antipodes Partners Ltd | 11,499 | $78.9K | 0.00% | +113+1.0% | Added |
| Los Angeles Capital Management LLC | 14,760 | $78.4K | 0.00% | +2,489+20.3% | Added |
| Sawgrass Asset Management LLC | 14,656 | $77.8K | 0.01% | −249−1.7% | Reduced |
| Greenleaf Trust | 14,514 | $77.1K | 0.00% | +626+4.5% | Added |
| Jones Financial Companies LLLP | 14,361 | $76.3K | 0.00% | +8,963+166.0% | Added |
| Stevens Capital Management LP | 14,353 | $76.0K | 0.03% | +14,353 | New |
| Two Sigma Securities, LLC | 14,103 | $74.9K | 0.01% | +14,103 | New |
| Swiss Life Asset Management Ltd | 14,015 | $74.3K | 0.00% | +14,015 | New |
| Allworth Financial LP | 12,910 | $74.2K | 0.00% | +6,914+115.3% | Added |
| Bank of Nova Scotia | 13,788 | $73.2K | 0.00% | +3,069+28.6% | Added |
| Foundations Investment Advisors, LLC | 13,332 | $70.8K | 0.00% | +199+1.5% | Added |
| Atria Wealth Solutions, Inc. | 13,025 | $69.2K | 0.00% | +13,025 | New |
| J.W. Cole Advisors, Inc. | 12,973 | $68.9K | 0.00% | +12,973 | New |
| Arkadios Wealth Advisors | 12,960 | $68.8K | 0.00% | −407−3.0% | Reduced |
| US Bancorp | 12,933 | $68.7K | 0.00% | −2,079−13.8% | Reduced |
| DRW Securities, LLC | 12,900 | $68.5K | 0.00% | +12,900 | New |
| Stephens Inc | 12,885 | $68.4K | 0.00% | −14,185−52.4% | Reduced |
| RFG Advisory, LLC | 12,825 | $68.1K | 0.00% | +12,825 | New |
| Whipplewood Advisors, LLC | 12,682 | $67.3K | 0.04% | +12,682 | New |
| Harvest Management LLC | 12,540 | $66.6K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 12,516 | $66.5K | 0.00% | +12,516 | New |
| Invst, LLC | 12,376 | $65.7K | 0.01% | +40.0% | Added |
| Stratos Wealth Partners, LTD. | 12,342 | $65.5K | 0.00% | −1,247−9.2% | Reduced |
| HighPoint Advisor Group LLC | 13,474 | $65.1K | 0.00% | −248−1.8% | Reduced |
| XTX Topco Ltd | 12,200 | $64.8K | 0.01% | +12,200 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,131 | $64.4K | 0.01% | −559−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,019 | $63.8K | 0.00% | +12,019 | New |
| Reuter James Wealth Management, LLC | 12,005 | $63.7K | 0.01% | −255−2.1% | Reduced |
| Raiffeisen Bank International AG | 11,403 | $61.9K | 0.00% | +11,403 | New |
| Marshall Wace, LLP | 11,500 | $61.1K | 0.00% | +11,500 | New |
| CWM, LLC | 11,254 | $60.0K | 0.00% | −4,438−28.3% | Reduced |
| HB Wealth Management, LLC | 11,096 | $58.9K | 0.00% | +11,096 | New |
| Cigna Investments Inc | 10,936 | $58.0K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,864 | $57.7K | 0.00% | −19,799−64.6% | Reduced |
| Wetherby Asset Management Inc | 10,812 | $57.4K | 0.00% | −2,265−17.3% | Reduced |
| Seeds Investor LLC | 10,811 | $57.4K | 0.02% | +10,811 | New |
| Vise Technologies, Inc. | 10,808 | $57.4K | 0.00% | −23,308−68.3% | Reduced |
| Sound Income Strategies, LLC | 10,374 | $55.1K | 0.00% | +20.0% | Added |
| Empirical Finance, LLC | 10,301 | $54.7K | 0.00% | −635−5.8% | Reduced |
| MAI Capital Management | 10,223 | $54.3K | 0.00% | −10,048−49.6% | Reduced |
| Quantinno Capital Management LP | 10,134 | $53.8K | 0.00% | +10,134 | New |
| SJS Investment Consulting Inc. | 10,054 | $53.4K | 0.01% | +54+0.5% | Added |
| BancorpSouth Bank | 10,000 | $53.1K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 10,000 | $53.1K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,116 | $50.3K | 0.00% | +627+7.4% | Added |
| Deseret Mutual Benefit Administrators | 9,015 | $47.9K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 8,950 | $47.5K | 0.05% | +8,950 | New |
| AdvisorNet Financial, Inc | 8,457 | $44.9K | 0.00% | −156−1.8% | Reduced |
| Versant Capital Management, Inc | 8,441 | $44.8K | 0.01% | +675+8.7% | Added |
| ORG Wealth Partners, LLC | 8,373 | $44.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,023 | $42.6K | 0.00% | +1,177+17.2% | Added |
| Lazard Asset Management LLC | 7,498 | $39.0K | 0.00% | +7,307+3,825.7% | Added |
| Signaturefd, LLC | 7,242 | $38.5K | 0.00% | +68+0.9% | Added |
| Parallel Advisors, LLC | 7,203 | $38.3K | 0.00% | +1,446+25.1% | Added |
| Spire Wealth Management | 7,042 | $37.4K | 0.00% | −1,588−18.4% | Reduced |
| Smartleaf Asset Management LLC | 6,745 | $36.4K | 0.00% | +4,277+173.3% | Added |
| Global Retirement Partners, LLC | 6,519 | $34.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6,224 | $33.1K | 0.00% | −62−1.0% | Reduced |
| Bessemer Group Inc | 5,207 | $28.0K | 0.00% | +1,204+30.1% | Added |
| Cresset Asset Management, LLC | 5,152 | $27.4K | 0.00% | −9,441−64.7% | Reduced |
| 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 |
| Brown Brothers Harriman & Co | 4,000 | $21.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,893 | $20.7K | 0.00% | +37+1.0% | Added |
| Ancora Advisors, LLC | 3,060 | $16.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,929 | $16.0K | 0.00% | −3,740−56.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,976 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,914 | $15.5K | 0.00% | +2,880+8,470.6% | Added |
| Harbour Investments, Inc. | 2,625 | $13.9K | 0.00% | −100−3.7% | Reduced |
| MRP Capital Investments, LLC | 2,500 | $13.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,494 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,493 | $13.2K | 0.00% | −1,346−35.1% | Reduced |
| Lindbrook Capital, LLC | 2,385 | $12.7K | 0.00% | −19−0.8% | Reduced |
| Umb Bank N A | 2,339 | $12.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,245 | $11.9K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2,180 | $11.6K | 0.00% | +2,180 | New |
| EverSource Wealth Advisors, LLC | 2,160 | $11.5K | 0.00% | −3,350−60.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,102 | $11.2K | 0.00% | +300+16.6% | Added |
| Farmers & Merchants Investments Inc | 2,028 | $10.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 1,959 | $10.4K | 0.00% | +224+12.9% | Added |
| GWM Advisors LLC | 1,956 | $10.4K | 0.00% | +448+29.7% | Added |
| Old Point Trust & Financial Services N A | 1,914 | $10.2K | 0.00% | −800−29.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,907 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,868 | $10.0K | 0.01% | −5,837−75.8% | Reduced |