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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 1,812 | $9.62K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,810 | $9.61K | 0.00% | +55+3.1% | Added |
| Harbor Investment Advisory, LLC | 1,750 | $9.29K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 1,721 | $9.14K | 0.00% | +1,721 | New |
| GPS Wealth Strategies Group, LLC | 1,650 | $8.76K | 0.00% | −1,341−44.8% | Reduced |
| New Wave Wealth Advisors LLC | 1,645 | $8.73K | 0.00% | +1,645 | New |
| Founders Capital Management | 1,600 | $8.50K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,598 | $8.49K | 0.00% | −123−7.1% | Reduced |
| Mather Group, LLC. | 1,496 | $7.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,450 | $7.70K | 0.00% | +1,450 | New |
| Sugar Maple Asset Management, LLC | 1,354 | $7.19K | 0.01% | +1,354 | New |
| POM Investment Strategies, LLC | 1,292 | $6.86K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,272 | $6.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,135 | $6.03K | 0.00% | +1,000+740.7% | Added |
| LGT Financial Advisors LLC | 1,090 | $5.79K | 0.01% | +1,090 | New |
| Coppell Advisory Solutions LLC | 1,071 | $5.78K | 0.00% | +915+586.5% | Added |
| North Star Investment Management Corp. | 1,048 | $5.57K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $5.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,021 | $5.42K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,016 | $5.39K | 0.00% | +1,016 | New |
| 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 |
| First Pacific Financial | 978 | $5.19K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 968 | $5.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 964 | $5.12K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 882 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 805 | $4.35K | 0.00% | −599−42.7% | Reduced |
| SWAN Capital LLC | 785 | $4.17K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 717 | $3.81K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $3.72K | 0.00% | −9,800−93.3% | Reduced |
| HM Payson & Co | 689 | $3.66K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 633 | $3.36K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 622 | $3.30K | 0.00% | −25−3.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $3.19K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 562 | $2.98K | 0.00% | +562 | New |
| LRI Investments, LLC | 562 | $2.98K | 0.00% | +40+7.7% | Added |
| Tortoise Investment Management, LLC | 552 | $2.93K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $2.83K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 531 | $2.82K | 0.00% | +96+22.1% | Added |
| Strategic Investment Solutions, Inc. | 529 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $2.67K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $2.55K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 476 | $2.53K | 0.00% | −32−6.3% | Reduced |
| Arlington Trust Co LLC | 474 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 460 | $2.44K | 0.00% | +50+12.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 450 | $2.39K | 0.00% | +450 | New |
| Bogart Wealth, LLC | 444 | $2.36K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 442 | $2.35K | 0.00% | +442 | New |
| Van Hulzen Asset Management, LLC | 430 | $2.28K | 0.00% | +430 | New |
| Financial Gravity Companies, Inc. | 429 | $2.28K | 0.00% | +429 | New |
| Holos Integrated Wealth LLC | 385 | $2.04K | 0.00% | +385 | New |
| First Horizon Advisors, Inc. | 381 | $2.02K | 0.00% | +381 | New |
| RE Dickinson Investment Advisors, LLC | 371 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 417 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $1.93K | 0.00% | −850−70.1% | Reduced |
| CoreFirst Bank & Trust | 330 | $1.75K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $1.59K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $1.59K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 291 | $1.54K | 0.00% | −59−16.9% | Reduced |
| Prestige Wealth Management Group LLC | 288 | $1.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 264 | $1.40K | 0.00% | +23+9.5% | Added |
| Golden State Wealth Management, LLC | 257 | $1.36K | 0.00% | +257 | New |
| Medallion Wealth Advisors, LLC | 323 | $1.27K | 0.00% | +323 | New |
| Live Oak Investment Partners | – | $1.23K | 0.00% | – | – |
| Carolina Wealth Advisors, LLC | 224 | $1.19K | 0.00% | +164+273.3% | Added |
| Pacific Center for Financial Services | 214 | $1.14K | 0.00% | +16+8.1% | Added |
| Cape Investment Advisory, Inc. | 200 | $1.06K | 0.00% | −33−14.2% | Reduced |
| Principal Securities, Inc. | 198 | $1.05K | 0.00% | −502−71.7% | Reduced |
| PSI Advisors, LLC | 197 | $1.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 192 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 197 | $1.00K | 0.00% | +58+41.7% | Added |
| Valley National Advisers Inc | 300 | $1.00K | 0.00% | +300 | New |
| Armstrong Advisory Group, Inc | 188 | $999 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 179 | $951 | 0.00% | +179 | New |
| Central Trust Co | 177 | $940 | 0.00% | +177 | New |
| Koesten, Hirschmann & Crabtree, INC. | 170 | $903 | 0.00% | −137−44.6% | Reduced |
| MCF Advisors LLC | 168 | $893 | 0.00% | +168 | New |
| JFS Wealth Advisors, LLC | 152 | $808 | 0.00% | +152 | New |
| Kozak & Associates, Inc. | 142 | $801 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 148 | $786 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 145 | $770 | 0.00% | +8+5.8% | Added |
| CVA Family Office, LLC | 140 | $743 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 126 | $669 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 126 | $669 | 0.00% | +5+4.1% | Added |
| McIlrath & Eck, LLC | 123 | $653 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $623 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 116 | $616 | 0.00% | +54+87.1% | Added |
| Global Trust Asset Management, LLC | 100 | $531 | 0.00% | −13−11.5% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $531 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $531 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $504 | 0.00% | +82+630.8% | Added |
| Burkett Financial Services, LLC | 94 | $502 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $468 | 0.00% | −201−69.6% | Reduced |
| South Plains Financial, Inc. | 88 | $467 | 0.00% | +88 | New |
| JNBA Financial Advisors | 87 | $462 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $425 | 0.00% | +80 | New |
| Pflug Koory, LLC | 74 | $393 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 72 | $383 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 70 | $372 | 0.00% | 00.0% | Unchanged |