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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 29,475 | $115.5K | 0.00% | −4,750−13.9% | Reduced |
| Phoenix Holdings Ltd. | 29,633 | $116.2K | 0.00% | +29,633 | New |
| Jones Financial Companies LLLP | 29,895 | $117.8K | 0.00% | +15,534+108.2% | Added |
| Fifth Third Wealth Advisors LLC | 30,539 | $119.7K | 0.01% | +350+1.2% | Added |
| Tower Research Capital LLC (TRC) | 31,783 | $124.6K | 0.00% | −26,797−45.7% | Reduced |
| Humankind Investments LLC | 32,914 | $129.0K | 0.03% | +14,422+78.0% | Added |
| Strategic Financial Concepts, LLC | 33,340 | $130.7K | 0.02% | −433−1.3% | Reduced |
| Baird Financial Group, Inc. | 34,442 | $135.0K | 0.00% | +740+2.2% | Added |
| Everence Capital Management Inc | 34,620 | $136.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 34,970 | $137.1K | 0.00% | +932+2.7% | Added |
| Envestnet Asset Management Inc | 35,083 | $137.5K | 0.00% | +414+1.2% | Added |
| CI Private Wealth, LLC | 37,293 | $146.2K | 0.00% | +695+1.9% | Added |
| Chicago Partners Investment Group LLC | 34,773 | $147.1K | 0.00% | −4,540−11.5% | Reduced |
| Private Advisor Group, LLC | 38,773 | $152.0K | 0.00% | −454−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 38,800 | $152.1K | 0.00% | +6,800+21.3% | Added |
| Shelton Capital Management | 38,886 | $152.4K | 0.00% | −1,383−3.4% | Reduced |
| KBC Group NV | 39,258 | $154.0K | 0.00% | −321,674−89.1% | Reduced |
| Virtu Financial LLC | 39,177 | $154.0K | 0.01% | −95,413−70.9% | Reduced |
| The PNC Financial Services Group, Inc. | 39,524 | $154.9K | 0.00% | −15,581−28.3% | Reduced |
| Straight Path Wealth Management | 40,000 | $156.8K | 0.06% | +20,000+100.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 40,068 | $157.1K | 0.00% | +19,216+92.2% | Added |
| PEAK6 LLC | 42,499 | $166.6K | 0.01% | +42,499 | New |
| State of Wyoming | 43,417 | $170.2K | 0.02% | +43,417 | New |
| Captrust Financial Advisors | 44,729 | $175.3K | 0.00% | +1,235+2.8% | Added |
| First Citizens Bank & Trust Co | 44,999 | $176.4K | 0.00% | +17,716+64.9% | Added |
| Storebrand Asset Management AS | 45,937 | $180.1K | 0.00% | +15,000+48.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45,960 | $180.2K | 0.01% | +4,115+9.8% | Added |
| Profund Advisors LLC | 46,269 | $181.4K | 0.01% | −10,256−18.1% | Reduced |
| Investors Asset Management of Georgia Inc | 50,525 | $198.1K | 0.10% | −475−0.9% | Reduced |
| Evergreen Capital Management LLC | 50,615 | $198.4K | 0.01% | −2,880−5.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 50,907 | $200.0K | 0.03% | −62,994−55.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 51,125 | $200.4K | 0.00% | +29,947+141.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 51,309 | $201.1K | 0.01% | −83,167−61.8% | Reduced |
| First Financial Bankshares Inc | 51,501 | $201.9K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 51,859 | $203.3K | 0.00% | −12,953−20.0% | Reduced |
| Atomi Financial Group, Inc. | 53,277 | $208.8K | 0.01% | −1,839−3.3% | Reduced |
| Mercer Global Advisors Inc | 54,702 | $214.4K | 0.00% | −8,627−13.6% | Reduced |
| Quarry LP | 55,000 | $215.6K | 0.06% | +55,000 | New |
| Advisory Services Network, LLC | 57,868 | $226.8K | 0.00% | +25,415+78.3% | Added |
| Capula Management Ltd | 59,024 | $231.4K | 0.00% | +59,024 | New |
| Credit Capital Investments LLC | 60,000 | $235.2K | 0.40% | +60,000 | New |
| Crossmark Global Holdings, Inc. | 60,437 | $236.9K | 0.00% | −525−0.9% | Reduced |
| Atria Investments LLC | 62,115 | $243.5K | 0.00% | −85,693−58.0% | Reduced |
| CIBC Asset Management Inc | 64,002 | $250.9K | 0.00% | −1,368−2.1% | Reduced |
| MML Investors Services, LLC | 64,161 | $252.0K | 0.00% | +7,404+13.0% | Added |
| Mackenzie Financial Corp | 64,350 | $252.3K | 0.00% | −725,681−91.9% | Reduced |
| JustInvest LLC | 65,732 | $257.7K | 0.00% | +1,566+2.4% | Added |
| United Services Automobile Association | 66,475 | $261.9K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 66,999 | $262.6K | 0.03% | −651−1.0% | Reduced |
| Aristeia Capital LLC | 68,025 | $266.7K | 0.01% | −28,830−29.8% | Reduced |
| Simplex Trading, LLC | 68,473 | $268.0K | 0.01% | −715,663−91.3% | Reduced |
| Neuberger Berman Group LLC | 69,274 | $271.6K | 0.00% | +23,148+50.2% | Added |
| Natixis Advisors, L.P. | 70,630 | $277.0K | 0.00% | +3,426+5.1% | Added |
| Trilogy Capital Inc. | 75,188 | $294.7K | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 76,065 | $298.2K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 78,428 | $307.4K | 0.00% | +1,964+2.6% | Added |
| BNP Paribas Arbitrage, SA | 79,895 | $313.2K | 0.00% | −99,599−55.5% | Reduced |
| TownSquare Capital, LLC | 82,403 | $323.0K | 0.00% | +14,587+21.5% | Added |
| SOL Capital Management CO | 84,305 | $330.0K | 0.04% | −5,000−5.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 84,475 | $331.0K | 0.00% | +39,619+88.3% | Added |
| Stifel Financial Corp | 86,739 | $340.0K | 0.00% | −79,596−47.9% | Reduced |
| Wolverine Trading, LLC | 86,300 | $340.0K | 0.01% | +86,300 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,430 | $340.7K | 0.00% | +19,886+29.4% | Added |
| Nebula Research & Development LLC | 86,973 | $340.9K | 0.03% | −184,621−68.0% | Reduced |
| Argent Advisors, Inc. | 88,931 | $348.6K | 0.12% | +650+0.7% | Added |
| OP Asset Management Ltd | 90,952 | $356.5K | 0.01% | +90,952 | New |
| Mariner, LLC | 97,403 | $381.8K | 0.00% | +6,880+7.6% | Added |
| Jefferies Financial Group Inc. | 100,000 | $392.0K | 0.01% | +25,000+33.3% | Added |
| Compagnie Lombard Odier SCmA | 100,000 | $392.0K | 0.00% | +55,000+122.2% | Added |
| MYDA Advisors LLC | 100,000 | $392.0K | 0.14% | +100,000 | New |
| Voleon Capital Management LP | 101,349 | $397.3K | 0.03% | −19,573−16.2% | Reduced |
| Guggenheim Capital LLC | 101,500 | $397.9K | 0.00% | −6,982−6.4% | Reduced |
| Ameritas Investment Partners, Inc. | 103,192 | $404.5K | 0.01% | −2,700−2.5% | Reduced |
| Cetera Investment Advisers | 103,341 | $405.1K | 0.00% | +15,793+18.0% | Added |
| Public Employees Retirement Association of Colorado | 104,297 | $409.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 105,231 | $412.5K | 0.01% | −279,950−72.7% | Reduced |
| Argent Trust Co | 108,158 | $424.0K | 0.02% | +698+0.6% | Added |
| Advisor Group Holdings, Inc. | 109,195 | $428.0K | 0.00% | +7,618+7.5% | Added |
| GWN Securities Inc. | 101,416 | $437.1K | 0.02% | +101,416 | New |
| McAdam, LLC | 113,350 | $444.3K | 0.03% | +48,384+74.5% | Added |
| American Century Companies Inc | 113,736 | $445.8K | 0.00% | −23,225−17.0% | Reduced |
| Cidel Asset Management Inc | 114,295 | $448.0K | 0.03% | −32,444−22.1% | Reduced |
| Bayesian Capital Management, LP | 121,300 | $475.5K | 0.08% | +121,300 | New |
| Madison Asset Management, LLC | 124,000 | $486.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 124,264 | $487.1K | 0.02% | +96,900+354.1% | Added |
| Green Square Capital Advisors LLC | 127,552 | $500.0K | 0.08% | +53,328+71.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 140,571 | $551.0K | 0.00% | +140,571 | New |
| Teacher Retirement System of Texas | 140,960 | $552.6K | 0.00% | +140,960 | New |
| Hussman Strategic Advisors, Inc. | 147,000 | $576.2K | 0.14% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 147,430 | $577.2K | 0.01% | −111,071−43.0% | Reduced |
| Mutual of America Capital Management LLC | 147,776 | $579.3K | 0.01% | −5,946−3.9% | Reduced |
| Nations Financial Group Inc, | 148,542 | $582.3K | 0.04% | +69,825+88.7% | Added |
| Pictet Asset Management Holding SA | 150,706 | $590.9K | 0.00% | +4,422+3.0% | Added |
| Sterling Capital Management LLC | 157,451 | $617.2K | 0.01% | −14,646−8.5% | Reduced |
| Virginia Retirement Systems Et Al | 161,100 | $631.5K | 0.00% | +161,100 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 163,318 | $640.2K | 0.17% | +81,037+98.5% | Added |
| Gotham Asset Management, LLC | 166,124 | $651.2K | 0.01% | −32,418−16.3% | Reduced |
| SG Americas Securities, LLC | 170,464 | $668.0K | 0.00% | +86,637+103.4% | Added |
| Caxton Associates LLP | 170,556 | $668.6K | 0.02% | +170,556 | New |
| Fieldview Capital Management, LLC | 175,876 | $689.4K | 0.10% | +106,154+152.3% | Added |