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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, Q1 2025

Institutional positions in Lumen Technologies, Inc. as of Mar 31, 2025. 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
540
−9 vs. Q4 2024
Shares held
721.6M
+14.2M (+2.0%) vs. Q4 2024
Total value
$2.83B
−$929.3M (−24.7%) vs. Q4 2024
New holders
74
159 more added
Sold out
83
174 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 540 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 808 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ1 2025: $2.83B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022808$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2024.

Institutions holding LUMN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co104$00.00%00.0%Unchanged
TSFG, LLC4$00.00%00.0%Unchanged
Innovative Advisory Group, LLC0$10.00%0Unchanged
Salem Investment Counselors Inc1$40.00%00.0%Unchanged
Colonial Trust Advisors1$40.00%00.0%Unchanged
AllSquare Wealth Management LLC1$40.00%00.0%Unchanged
Hager Investment Management Services, LLC2$80.00%00.0%Unchanged
Breakwater Investment Management3$120.00%00.0%Unchanged
True Wealth Design, LLC3$120.00%+3New
Pacer Advisors, Inc.4$160.00%+4New
Smallwood Wealth Investment Management, LLC5$190.00%+5New
NVWM, LLC5$200.00%00.0%Unchanged
BFSG, LLC5$200.00%00.0%Unchanged
Credit Agricole S A6$240.00%00.0%Unchanged
St Germain D J Co Inc7$270.00%−138−95.2%Reduced
Front Row Advisors LLC7$270.00%00.0%Unchanged
Stonebridge Financial Group, LLC9$350.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$350.00%+9New
Hoey Investments, Inc9$360.00%00.0%Unchanged
West Financial Advisors, LLC9$360.00%+9New
Cornerstone Planning Group LLC14$460.00%+4+40.0%Added
Moisand Fitzgerald Tamayo, LLC12$480.00%00.0%Unchanged
TD Capital Management LLC13$490.00%00.0%Unchanged
Christopher J. Hasenberg, Inc13$500.00%00.0%Unchanged
Parkworth Wealth Management, Inc.13$510.00%00.0%Unchanged
HFM Investment Advisors, LLC13$510.00%+13New
Frazier Financial Advisors, LLC16$630.00%00.0%Unchanged
Key Financial Inc16$630.00%00.0%Unchanged
Fortis Group Advisors, LLC16$630.00%00.0%Unchanged
TCTC Holdings, LLC17$670.00%00.0%Unchanged
Cheviot Value Management, LLC16$680.00%+16New
Carolinas Wealth Consulting LLC18$700.00%00.0%Unchanged
Tradewinds Capital Management, LLC18$710.00%00.0%Unchanged
Princeton Global Asset Management LLC21$820.00%00.0%Unchanged
Sandy Spring Bank21$820.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.24$940.00%00.0%Unchanged
Insight Financial Services26$1010.00%00.0%Unchanged
IFP Advisors, Inc20$1020.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$1100.00%−2,000−98.6%Reduced
Twin Lakes Capital Management, LLC28$1110.00%00.0%Unchanged
American National Bank34$1330.00%00.0%Unchanged
Reyes Financial Architecture, Inc.34$1330.00%00.0%Unchanged
Dogwood Wealth Management LLC34$1330.00%00.0%Unchanged
Kimelman & Baird, LLC34$1340.00%−2,880−98.8%Reduced
Continuum Advisory, LLC36$1410.00%00.0%Unchanged
Salomon & Ludwin, LLC38$1490.00%00.0%Unchanged
Provenance Wealth Advisors, LLC38$1490.00%+38New
Compass Wealth Management LLC42$1650.00%00.0%Unchanged
Westside Investment Management, Inc.42$1650.00%00.0%Unchanged
Raffa Wealth Management, LLC47$1840.00%00.0%Unchanged
MorganRosel Wealth Management, LLC49$1920.00%+49New
Vermillion Wealth Management, Inc.50$1960.00%00.0%Unchanged
Asset Dedication, LLC53$2090.00%00.0%Unchanged
First Command Advisory Services, Inc.54$2120.00%+35+184.2%Added
Whittier Trust Co of Nevada Inc56$2190.00%00.0%Unchanged
Abound Wealth Management56$2200.00%−16−22.2%Reduced
First Community Trust NA56$2200.00%00.0%Unchanged
ESL Trust Services, LLC58$2270.00%00.0%Unchanged
Private Wealth Asset Management, LLC59$2310.00%+59New
CVA Family Office, LLC60$2350.00%−80−57.1%Reduced
Kiker Wealth Management, LLC63$2470.00%+63New
Rossby Financial, LCC77$2580.00%+77New
Siemens Fonds Invest GmbH66$2590.00%+66New
IAG Wealth Partners, LLC67$2630.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC67$2630.00%+33+97.1%Added
Pflug Koory, LLC74$2900.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.80$3140.00%00.0%Unchanged
JNBA Financial Advisors87$3420.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.87$3420.00%+87New
South Plains Financial, Inc.88$3440.00%00.0%Unchanged
Burkett Financial Services, LLC94$3700.00%00.0%Unchanged
Archer Investment Corp95$3720.00%00.0%Unchanged
Global Financial Private Client, LLC96$3760.00%+81+540.0%Added
New England Capital Financial Advisors LLC100$3920.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$3920.00%00.0%Unchanged
Larson Financial Group LLC107$4190.00%−9−7.8%Reduced
Winch Advisory Services, LLC117$4600.00%00.0%Unchanged
Cranbrook Wealth Management, LLC120$4710.00%+120New
Assetmark, Inc121$4740.00%−5−4.0%Reduced
McIlrath & Eck, LLC123$4820.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.124$4860.00%−68−35.4%Reduced
Kozak & Associates, Inc.142$4910.00%00.0%Unchanged
United Community Bank126$4940.00%00.0%Unchanged
Clear Investment Research, LLC138$5410.00%+138New
Koesten, Hirschmann & Crabtree, INC.170$6670.00%00.0%Unchanged
Whittier Trust Co171$6700.00%+150+714.3%Added
SRS Capital Advisors, Inc.179$7020.00%−785−81.4%Reduced
Caitong International Asset Management Co., Ltd183$7170.00%−28,156−99.4%Reduced
Bell Investment Advisors, Inc191$7490.00%+103+117.0%Added
PSI Advisors, LLC197$7720.00%00.0%Unchanged
Cape Investment Advisory, Inc.200$7840.00%00.0%Unchanged
UMA Financial Services, Inc.204$8020.00%+203+20,300.0%Added
Sierra Ocean, LLC210$8230.00%+210New
Pacific Center for Financial Services214$8400.00%00.0%Unchanged
JFS Wealth Advisors, LLC215$8430.00%+63+41.4%Added
Evermay Wealth Management LLC233$9140.00%+233New
Golden State Wealth Management, LLC241$9450.00%−16−6.2%Reduced
Central Trust Co246$9650.00%+69+39.0%Added
Armstrong Advisory Group, Inc188$9990.00%00.0%Unchanged
Valley National Advisers Inc300$1.00K0.00%00.0%Unchanged