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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 10,051 | $39.0K | 0.01% | −885−8.1% | Reduced |
| BancorpSouth Bank | 10,000 | $39.2K | 0.00% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 10,030 | $39.3K | 0.00% | +10,030 | New |
| Conning Inc. | 10,050 | $39.4K | 0.00% | +10,050 | New |
| SJS Investment Consulting Inc. | 10,097 | $39.6K | 0.01% | +43+0.4% | Added |
| Beacon Pointe Advisors, LLC | 10,120 | $39.7K | 0.00% | +10,120 | New |
| Point72 (DIFC) Ltd | 10,154 | $39.8K | 0.00% | −15,616−60.6% | Reduced |
| MAI Capital Management | 10,273 | $40.3K | 0.00% | +50+0.5% | Added |
| Empirical Finance, LLC | 10,279 | $40.3K | 0.00% | −22−0.2% | Reduced |
| Sound Income Strategies, LLC | 10,394 | $40.7K | 0.00% | +20+0.2% | Added |
| Allworth Financial LP | 12,235 | $40.9K | 0.00% | −675−5.2% | Reduced |
| Resources Investment Advisors, LLC. | 10,490 | $41.1K | 0.00% | +10,490 | New |
| Meeder Advisory Services, Inc. | 10,531 | $41.3K | 0.00% | +10,531 | New |
| NorthRock Partners, LLC | 10,545 | $41.3K | 0.00% | −319−2.9% | Reduced |
| Bank of Nova Scotia | 10,738 | $42.1K | 0.00% | −3,050−22.1% | Reduced |
| Lido Advisors, LLC | 10,777 | $42.2K | 0.00% | +10,777 | New |
| Winton Group Ltd | 10,859 | $42.6K | 0.00% | +10,859 | New |
| Los Angeles Capital Management LLC | 10,868 | $42.6K | 0.00% | −3,892−26.4% | Reduced |
| Ritholtz Wealth Management | 10,879 | $42.6K | 0.00% | +10,879 | New |
| Smartleaf Asset Management LLC | 10,847 | $42.7K | 0.00% | +4,102+60.8% | Added |
| Stratos Wealth Advisors, LLC | 11,113 | $43.6K | 0.00% | +11,113 | New |
| Williams Jones Wealth Management, LLC. | 11,119 | $43.6K | 0.00% | −900−7.5% | Reduced |
| DRW Securities, LLC | 11,375 | $44.6K | 0.00% | −1,525−11.8% | Reduced |
| Raiffeisen Bank International AG | 11,403 | $44.7K | 0.00% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 11,796 | $46.0K | 0.05% | +11,796 | New |
| Reuter James Wealth Management, LLC | 12,005 | $47.1K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,102 | $47.4K | 0.00% | −871−6.7% | Reduced |
| Arkadios Wealth Advisors | 12,304 | $48.2K | 0.00% | −656−5.1% | Reduced |
| Plato Investment Management Ltd | 12,184 | $48.3K | 0.00% | −19,962−62.1% | Reduced |
| Invst, LLC | 12,351 | $48.4K | 0.01% | −25−0.2% | Reduced |
| Quantinno Capital Management LP | 12,464 | $48.9K | 0.00% | +2,330+23.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,512 | $49.0K | 0.00% | +12,512 | New |
| Harvest Management LLC | 12,540 | $49.2K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 14,079 | $50.3K | 0.00% | +605+4.5% | Added |
| US Bancorp | 12,849 | $50.4K | 0.00% | −84−0.6% | Reduced |
| Marshall Wace, LLP | 13,300 | $52.1K | 0.00% | +1,800+15.7% | Added |
| Foundations Investment Advisors, LLC | 13,317 | $52.2K | 0.00% | −15−0.1% | Reduced |
| Wellington Shields & Co., LLC | 13,456 | $52.7K | 0.02% | −1,800−11.8% | Reduced |
| Trust Point Inc. | 13,468 | $52.8K | 0.00% | −6,770−33.5% | Reduced |
| HB Wealth Management, LLC | 13,715 | $53.8K | 0.00% | +2,619+23.6% | Added |
| M&T Bank Corp | 14,087 | $55.7K | 0.00% | +1,571+12.6% | Added |
| HBK Sorce Advisory LLC | 14,243 | $55.8K | 0.00% | −1,538−9.7% | Reduced |
| Bristlecone Advisors, LLC | 14,500 | $56.8K | 0.00% | +14,500 | New |
| Coldstream Capital Management Inc | 14,670 | $57.5K | 0.00% | −4,647−24.1% | Reduced |
| Whipplewood Advisors, LLC | 5 | $57.6K | 0.03% | −12,677−100.0% | Reduced |
| Sawgrass Asset Management LLC | 14,874 | $58.3K | 0.01% | +218+1.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $58.8K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 15,004 | $58.8K | 0.00% | +989+7.1% | Added |
| Atlas Brown,Inc. | 15,091 | $59.2K | 0.02% | 00.0% | Unchanged |
| Garda Capital Partners LP | 15,138 | $59.3K | 0.03% | +15,138 | New |
| Polymer Capital Management (US) LLC | 15,512 | $60.8K | 0.02% | +15,512 | New |
| Parvin Asset Management, LLC | 15,725 | $61.6K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16,274 | $63.8K | 0.00% | +16,274 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,241 | $64.0K | 0.00% | −309,634−95.0% | Reduced |
| Kestra Advisory Services, LLC | 16,437 | $64.4K | 0.00% | −2,986−15.4% | Reduced |
| Deseret Mutual Benefit Administrators | 16,703 | $65.5K | 0.03% | +7,688+85.3% | Added |
| Sanctuary Advisors, LLC | 16,945 | $66.4K | 0.00% | +53+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,259 | $67.7K | 0.00% | +17,259 | New |
| Cornerstone Wealth Management, LLC | 17,337 | $68.0K | 0.00% | −4,598−21.0% | Reduced |
| Global View Capital Management LLC | 17,412 | $68.3K | 0.02% | −400−2.2% | Reduced |
| Antipodes Partners Ltd | 11,499 | $68.4K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 20,677 | $69.3K | 0.00% | −1,332−6.1% | Reduced |
| Financial Advisory Service, Inc. | 17,705 | $69.4K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 18,040 | $70.7K | 0.00% | +18,040 | New |
| Secure Asset Management, LLC | 18,251 | $71.5K | 0.01% | −539−2.9% | Reduced |
| CoreCap Advisors, LLC | 18,287 | $71.7K | 0.00% | +198+1.1% | Added |
| Callan Family Office, LLC | 18,840 | $73.9K | 0.01% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 19,241 | $75.4K | 0.02% | −11−0.1% | Reduced |
| Sherbrooke Park Advisers LLC | 19,674 | $77.1K | 0.04% | −83,677−81.0% | Reduced |
| Brookstone Capital Management | 19,980 | $78.3K | 0.00% | −941−4.5% | Reduced |
| Quinn Opportunity Partners LLC | 20,000 | $78.4K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $78.4K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,088 | $78.7K | 0.00% | +968+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 20,194 | $79.2K | 0.00% | −377−1.8% | Reduced |
| Truist Financial Corp | 20,214 | $79.2K | 0.00% | −1,363−6.3% | Reduced |
| bLong Financial, LLC | 20,772 | $81.4K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 21,296 | $81.9K | 0.00% | +5,859+38.0% | Added |
| Independent Advisor Alliance | 21,210 | $83.1K | 0.00% | +21,210 | New |
| Merit Financial Group, LLC | 21,348 | $83.7K | 0.00% | +459+2.2% | Added |
| Axq Capital, LP | 21,437 | $84.0K | 0.03% | +5,617+35.5% | Added |
| Avantax Advisory Services, Inc. | 21,592 | $84.6K | 0.00% | +1,654+8.3% | Added |
| Sunbelt Securities, Inc. | 21,968 | $86.1K | 0.01% | −156−0.7% | Reduced |
| Ballentine Partners, LLC | 21,993 | $86.2K | 0.00% | −8,081−26.9% | Reduced |
| PFG Investments, LLC | 22,644 | $88.8K | 0.01% | −290−1.3% | Reduced |
| Journey Strategic Wealth LLC | 22,885 | $89.7K | 0.00% | −2,303−9.1% | Reduced |
| AE Wealth Management LLC | 23,116 | $90.6K | 0.00% | +23,116 | New |
| Steward Partners Investment Advisory, LLC | 23,231 | $91.1K | 0.00% | −210−0.9% | Reduced |
| Abel Hall, LLC | 23,494 | $92.1K | 0.06% | +1,499+6.8% | Added |
| Newbridge Financial Services Group, Inc. | 23,545 | $92.3K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 23,821 | $93.4K | 0.00% | −15,216−39.0% | Reduced |
| Revisor Wealth Management LLC | 24,351 | $95.5K | 0.04% | +24,351 | New |
| Ethic Inc. | 25,158 | $96.6K | 0.00% | +2,554+11.3% | Added |
| Mariner Investment Group LLC | 25,000 | $98.0K | 0.04% | −75,000−75.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,480 | $99.9K | 0.00% | −1,305−4.9% | Reduced |
| Nisa Investment Advisors, LLC | 26,242 | $102.9K | 0.00% | −63,092−70.6% | Reduced |
| Glenmede Trust Co NA | 26,426 | $103.6K | 0.00% | −1,643−5.9% | Reduced |
| Forum Financial Management, LP | 26,626 | $104.4K | 0.00% | −926−3.4% | Reduced |
| Keystone Financial Group | 27,332 | $107.1K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 27,730 | $108.7K | 0.00% | −41,255−59.8% | Reduced |
| Sage Rhino Capital LLC | 29,265 | $114.7K | 0.03% | −15,547−34.7% | Reduced |