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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 260 | $1.02K | 0.00% | −31−10.7% | Reduced |
| Principal Securities, Inc. | 198 | $1.05K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 270 | $1.06K | 0.00% | +270 | New |
| Iron Horse Wealth Management, LLC | 300 | $1.18K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $1.18K | 0.00% | +300 | New |
| Medallion Wealth Advisors, LLC | 323 | $1.27K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 333 | $1.30K | 0.00% | −1,847−84.7% | Reduced |
| N.E.W. Advisory Services LLC | 355 | $1.39K | 0.00% | +355 | New |
| Bryn Mawr Trust Co | 363 | $1.42K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 385 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 418 | $1.64K | 0.00% | +418 | New |
| Fortitude Family Office, LLC | 442 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 444 | $1.74K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 450 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 451 | $1.77K | 0.00% | −354−44.0% | Reduced |
| First Horizon Advisors, Inc. | 465 | $1.82K | 0.00% | +84+22.0% | Added |
| Arlington Trust Co LLC | 474 | $1.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $1.93K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $1.96K | 0.00% | −1,414−73.9% | Reduced |
| Performa Ltd (US), LLC | 500 | $1.96K | 0.00% | +500 | New |
| Inlight Wealth Management, LLC | 500 | $1.96K | 0.00% | +500 | New |
| Avion Wealth | 417 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 553 | $2.00K | 0.00% | +356+180.7% | Added |
| Ogorek Anthony Joseph | 710 | $2.00K | 0.00% | +710 | New |
| Winthrop Capital Management, LLC | 443 | $2.00K | 0.00% | +443 | New |
| Ronald Blue Trust, Inc. | 518 | $2.03K | 0.00% | +58+12.6% | Added |
| Strategic Investment Solutions, Inc. | 529 | $2.07K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 533 | $2.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 547 | $2.14K | 0.00% | +259+89.9% | Added |
| Tortoise Investment Management, LLC | 552 | $2.16K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 562 | $2.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 582 | $2.28K | 0.00% | +318+120.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $2.35K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 600 | $2.35K | 0.00% | +600 | New |
| Quent Capital, LLC | 628 | $2.46K | 0.00% | −5−0.8% | Reduced |
| High Note Wealth, LLC | 629 | $2.47K | 0.00% | +67+11.9% | Added |
| Huntington National Bank | 666 | $2.61K | 0.00% | −932−58.3% | Reduced |
| HM Payson & Co | 689 | $2.70K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 717 | $2.81K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 785 | $3.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 796 | $3.12K | 0.00% | −476−37.4% | Reduced |
| Independence Bank of Kentucky | 869 | $3.41K | 0.00% | +869 | New |
| Private Trust Co NA | 1,000 | $3.92K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $3.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,021 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $4.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $4.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,135 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,160 | $4.55K | 0.00% | −17,831−93.9% | Reduced |
| Skopos Labs, Inc. | 1,189 | $4.66K | 0.00% | +1,187+59,350.0% | Added |
| Geneos Wealth Management Inc. | 1,242 | $4.87K | 0.00% | +766+160.9% | Added |
| Massmutual Trust Co FSB | 1,300 | $5.10K | 0.00% | −150−10.3% | Reduced |
| Main Street Group, LTD | 1,457 | $5.71K | 0.00% | +489+50.5% | Added |
| First Pacific Financial | 1,478 | $5.79K | 0.00% | +500+51.1% | Added |
| Founders Capital Management | 1,600 | $6.27K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $6.47K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 1,721 | $6.75K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,875 | $7.00K | 0.00% | +7+0.4% | Added |
| Cypress Capital Management LLC (WY) | 1,812 | $7.10K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,817 | $7.12K | 0.00% | +67+3.8% | Added |
| GAMMA Investing LLC | 1,868 | $7.32K | 0.00% | −6,155−76.7% | Reduced |
| Sachetta, LLC | 2,000 | $7.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,025 | $7.94K | 0.00% | +215+11.9% | Added |
| North Capital, Inc. | 2,025 | $7.94K | 0.01% | +2,025 | New |
| GWM Advisors LLC | 2,051 | $8.04K | 0.00% | +95+4.9% | Added |
| Lindbrook Capital, LLC | 2,075 | $8.13K | 0.00% | −310−13.0% | Reduced |
| Rise Advisors, LLC | 2,102 | $8.24K | 0.00% | +2,102 | New |
| CIBC Private Wealth Group, LLC | 2,564 | $8.31K | 0.00% | −6,552−71.9% | Reduced |
| Hexagon Capital Partners LLC | 2,347 | $9.20K | 0.00% | −146−5.9% | Reduced |
| Harbour Investments, Inc. | 2,438 | $9.55K | 0.00% | −187−7.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,532 | $9.69K | 0.00% | +625+32.8% | Added |
| Financial Perspectives, Inc | 2,494 | $9.78K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,500 | $9.80K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,563 | $9.84K | 0.00% | +604+30.8% | Added |
| Mather Group, LLC. | 2,706 | $10.6K | 0.00% | +1,210+80.9% | Added |
| Plante Moran Financial Advisors, LLC | 2,976 | $11.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,986 | $11.7K | 0.00% | +647+27.7% | Added |
| Manchester Capital Management LLC | 3,000 | $11.8K | 0.00% | +3,000 | New |
| Ancora Advisors, LLC | 3,060 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,275 | $12.8K | 0.00% | +1,115+51.6% | Added |
| Spire Wealth Management | 3,300 | $12.9K | 0.00% | −3,742−53.1% | Reduced |
| Pandora Wealth, Inc. | 3,330 | $13.1K | 0.01% | +3,330 | New |
| Ci Investments Inc. | 3,683 | $14.0K | 0.00% | +754+25.7% | Added |
| Columbia River Financial Group, LLC | 3,910 | $15.0K | 0.01% | +3,910 | New |
| Brown Brothers Harriman & Co | 4,020 | $15.8K | 0.00% | +20+0.5% | Added |
| ORG Partners LLC | 4,130 | $15.9K | 0.00% | −2,094−33.6% | Reduced |
| Legacy Wealth Managment, LLC | 4,275 | $16.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,045 | $19.8K | 0.00% | +1,152+29.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,510 | $21.6K | 0.00% | +3,408+162.1% | Added |
| Bessemer Group Inc | 5,545 | $22.0K | 0.00% | +338+6.5% | Added |
| Parallel Advisors, LLC | 5,663 | $22.2K | 0.00% | −1,540−21.4% | Reduced |
| Signaturefd, LLC | 7,182 | $28.2K | 0.00% | −60−0.8% | Reduced |
| Lazard Asset Management LLC | 7,743 | $30.0K | 0.00% | +245+3.3% | Added |
| ORG Wealth Partners, LLC | 8,373 | $32.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,580 | $33.6K | 0.00% | +123+1.5% | Added |
| Versant Capital Management, Inc | 8,700 | $34.1K | 0.01% | +259+3.1% | Added |
| Quantbot Technologies LP | 8,876 | $34.8K | 0.00% | −562,849−98.4% | Reduced |
| CWM, LLC | 9,739 | $38.0K | 0.00% | −1,515−13.5% | Reduced |