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 | 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, 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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 59,024 | $231.4K | 0.00% | +59,024 | New |
| Advisory Services Network, LLC | 57,868 | $226.8K | 0.00% | +25,415+78.3% | Added |
| Quarry LP | 55,000 | $215.6K | 0.06% | +55,000 | New |
| Mercer Global Advisors Inc | 54,702 | $214.4K | 0.00% | −8,627−13.6% | Reduced |
| Atomi Financial Group, Inc. | 53,277 | $208.8K | 0.01% | −1,839−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 51,859 | $203.3K | 0.00% | −12,953−20.0% | Reduced |
| First Financial Bankshares Inc | 51,501 | $201.9K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 51,309 | $201.1K | 0.01% | −83,167−61.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 51,125 | $200.4K | 0.00% | +29,947+141.4% | Added |
| Dynamic Technology Lab Private Ltd | 50,907 | $200.0K | 0.03% | −62,994−55.3% | Reduced |
| Evergreen Capital Management LLC | 50,615 | $198.4K | 0.01% | −2,880−5.4% | Reduced |
| Investors Asset Management of Georgia Inc | 50,525 | $198.1K | 0.10% | −475−0.9% | Reduced |
| Profund Advisors LLC | 46,269 | $181.4K | 0.01% | −10,256−18.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45,960 | $180.2K | 0.01% | +4,115+9.8% | Added |
| Storebrand Asset Management AS | 45,937 | $180.1K | 0.00% | +15,000+48.5% | Added |
| First Citizens Bank & Trust Co | 44,999 | $176.4K | 0.00% | +17,716+64.9% | Added |
| Captrust Financial Advisors | 44,729 | $175.3K | 0.00% | +1,235+2.8% | Added |
| State of Wyoming | 43,417 | $170.2K | 0.02% | +43,417 | New |
| PEAK6 LLC | 42,499 | $166.6K | 0.01% | +42,499 | New |
| Envestnet Portfolio Solutions, Inc. | 40,068 | $157.1K | 0.00% | +19,216+92.2% | Added |
| Straight Path Wealth Management | 40,000 | $156.8K | 0.06% | +20,000+100.0% | Added |
| The PNC Financial Services Group, Inc. | 39,524 | $154.9K | 0.00% | −15,581−28.3% | 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 |
| Shelton Capital Management | 38,886 | $152.4K | 0.00% | −1,383−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 38,800 | $152.1K | 0.00% | +6,800+21.3% | Added |
| Private Advisor Group, LLC | 38,773 | $152.0K | 0.00% | −454−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 34,773 | $147.1K | 0.00% | −4,540−11.5% | Reduced |
| CI Private Wealth, LLC | 37,293 | $146.2K | 0.00% | +695+1.9% | Added |
| Envestnet Asset Management Inc | 35,083 | $137.5K | 0.00% | +414+1.2% | Added |
| SBI Securities Co., Ltd. | 34,970 | $137.1K | 0.00% | +932+2.7% | Added |
| Everence Capital Management Inc | 34,620 | $136.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 34,442 | $135.0K | 0.00% | +740+2.2% | Added |
| Strategic Financial Concepts, LLC | 33,340 | $130.7K | 0.02% | −433−1.3% | Reduced |
| Humankind Investments LLC | 32,914 | $129.0K | 0.03% | +14,422+78.0% | Added |
| Tower Research Capital LLC (TRC) | 31,783 | $124.6K | 0.00% | −26,797−45.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 30,539 | $119.7K | 0.01% | +350+1.2% | Added |
| Jones Financial Companies LLLP | 29,895 | $117.8K | 0.00% | +15,534+108.2% | Added |
| Phoenix Holdings Ltd. | 29,633 | $116.2K | 0.00% | +29,633 | New |
| O'Shaughnessy Asset Management, LLC | 29,475 | $115.5K | 0.00% | −4,750−13.9% | Reduced |
| Sage Rhino Capital LLC | 29,265 | $114.7K | 0.03% | −15,547−34.7% | Reduced |
| Cerity Partners LLC | 27,730 | $108.7K | 0.00% | −41,255−59.8% | Reduced |
| Keystone Financial Group | 27,332 | $107.1K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 26,626 | $104.4K | 0.00% | −926−3.4% | Reduced |
| Glenmede Trust Co NA | 26,426 | $103.6K | 0.00% | −1,643−5.9% | Reduced |
| Nisa Investment Advisors, LLC | 26,242 | $102.9K | 0.00% | −63,092−70.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,480 | $99.9K | 0.00% | −1,305−4.9% | Reduced |
| Mariner Investment Group LLC | 25,000 | $98.0K | 0.04% | −75,000−75.0% | Reduced |
| Ethic Inc. | 25,158 | $96.6K | 0.00% | +2,554+11.3% | Added |
| Revisor Wealth Management LLC | 24,351 | $95.5K | 0.04% | +24,351 | New |
| Oppenheimer & Co Inc | 23,821 | $93.4K | 0.00% | −15,216−39.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 23,545 | $92.3K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 23,494 | $92.1K | 0.06% | +1,499+6.8% | Added |
| Steward Partners Investment Advisory, LLC | 23,231 | $91.1K | 0.00% | −210−0.9% | Reduced |
| AE Wealth Management LLC | 23,116 | $90.6K | 0.00% | +23,116 | New |
| Journey Strategic Wealth LLC | 22,885 | $89.7K | 0.00% | −2,303−9.1% | Reduced |
| PFG Investments, LLC | 22,644 | $88.8K | 0.01% | −290−1.3% | Reduced |
| Ballentine Partners, LLC | 21,993 | $86.2K | 0.00% | −8,081−26.9% | Reduced |
| Sunbelt Securities, Inc. | 21,968 | $86.1K | 0.01% | −156−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 21,592 | $84.6K | 0.00% | +1,654+8.3% | Added |
| Axq Capital, LP | 21,437 | $84.0K | 0.03% | +5,617+35.5% | Added |
| Merit Financial Group, LLC | 21,348 | $83.7K | 0.00% | +459+2.2% | Added |
| Independent Advisor Alliance | 21,210 | $83.1K | 0.00% | +21,210 | New |
| Wiley Bros.-Aintree Capital, LLC | 21,296 | $81.9K | 0.00% | +5,859+38.0% | Added |
| bLong Financial, LLC | 20,772 | $81.4K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 20,214 | $79.2K | 0.00% | −1,363−6.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,194 | $79.2K | 0.00% | −377−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 20,088 | $78.7K | 0.00% | +968+5.1% | Added |
| 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 |
| Brookstone Capital Management | 19,980 | $78.3K | 0.00% | −941−4.5% | Reduced |
| Sherbrooke Park Advisers LLC | 19,674 | $77.1K | 0.04% | −83,677−81.0% | Reduced |
| Pacific Sage Partners, LLC | 19,241 | $75.4K | 0.02% | −11−0.1% | Reduced |
| Callan Family Office, LLC | 18,840 | $73.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18,287 | $71.7K | 0.00% | +198+1.1% | Added |
| Secure Asset Management, LLC | 18,251 | $71.5K | 0.01% | −539−2.9% | Reduced |
| Toroso Investments, LLC | 18,040 | $70.7K | 0.00% | +18,040 | New |
| Financial Advisory Service, Inc. | 17,705 | $69.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 20,677 | $69.3K | 0.00% | −1,332−6.1% | Reduced |
| Antipodes Partners Ltd | 11,499 | $68.4K | 0.00% | 00.0% | Unchanged |
| Global View Capital Management LLC | 17,412 | $68.3K | 0.02% | −400−2.2% | Reduced |
| Cornerstone Wealth Management, LLC | 17,337 | $68.0K | 0.00% | −4,598−21.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,259 | $67.7K | 0.00% | +17,259 | New |
| Sanctuary Advisors, LLC | 16,945 | $66.4K | 0.00% | +53+0.3% | Added |
| Deseret Mutual Benefit Administrators | 16,703 | $65.5K | 0.03% | +7,688+85.3% | Added |
| Kestra Advisory Services, LLC | 16,437 | $64.4K | 0.00% | −2,986−15.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,241 | $64.0K | 0.00% | −309,634−95.0% | Reduced |
| IFG Advisory, LLC | 16,274 | $63.8K | 0.00% | +16,274 | New |
| Parvin Asset Management, LLC | 15,725 | $61.6K | 0.07% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 15,512 | $60.8K | 0.02% | +15,512 | New |
| Garda Capital Partners LP | 15,138 | $59.3K | 0.03% | +15,138 | New |
| Atlas Brown,Inc. | 15,091 | $59.2K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 15,004 | $58.8K | 0.00% | +989+7.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,000 | $58.8K | 0.00% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 14,874 | $58.3K | 0.01% | +218+1.5% | Added |
| Whipplewood Advisors, LLC | 5 | $57.6K | 0.03% | −12,677−100.0% | Reduced |
| Coldstream Capital Management Inc | 14,670 | $57.5K | 0.00% | −4,647−24.1% | Reduced |
| Bristlecone Advisors, LLC | 14,500 | $56.8K | 0.00% | +14,500 | New |
| HBK Sorce Advisory LLC | 14,243 | $55.8K | 0.00% | −1,538−9.7% | Reduced |
| M&T Bank Corp | 14,087 | $55.7K | 0.00% | +1,571+12.6% | Added |