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, Q2 2025
Institutional positions in Lumen Technologies, Inc. as of Jun 30, 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
- 555
- +20 vs. Q1 2025
- Shares held
- 724.9M
- +3.38M (+0.5%) vs. Q1 2025
- Total value
- $3.18B
- +$346.8M (+12.2%) vs. Q1 2025
- New holders
- 80
- 159 more added
- Sold out
- 60
- 171 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Main Street Group, LTD | 242 | $1.06K | 0.00% | −1,215−83.4% | Reduced |
| Central Trust Co | 246 | $1.08K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 250 | $1.09K | 0.00% | +250 | New |
| Prestige Wealth Management Group LLC | 288 | $1.26K | 0.00% | −259−47.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 299 | $1.31K | 0.00% | +299 | New |
| Iron Horse Wealth Management, LLC | 300 | $1.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 315 | $1.38K | 0.00% | +100+46.5% | Added |
| Medallion Wealth Advisors, LLC | 323 | $1.42K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 330 | $1.44K | 0.00% | +243+279.3% | Added |
| CoreFirst Bank & Trust | 330 | $1.45K | 0.00% | +330 | New |
| Holos Integrated Wealth LLC | 385 | $1.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 355 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $1.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 363 | $1.59K | 0.00% | +159+77.9% | Added |
| Financial Gravity Companies, Inc. | 418 | $1.83K | 0.00% | +418 | New |
| Bogart Wealth, LLC | 444 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 451 | $1.98K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 443 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 460 | $2.02K | 0.00% | +18+4.1% | Added |
| Arlington Trust Co LLC | 474 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $2.10K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $2.19K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 500 | $2.19K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $2.19K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $2.19K | 0.00% | +500 | New |
| Chung Wu Investment Group, LLC | 500 | $2.19K | 0.00% | +500 | New |
| Ronald Blue Trust, Inc. | 505 | $2.21K | 0.00% | −13−2.5% | Reduced |
| Bullock Wealth Management Group | 503 | $2.27K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 532 | $2.33K | 0.00% | +532 | New |
| SOA Wealth Advisors, LLC. | 533 | $2.33K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 550 | $2.41K | 0.00% | +550 | New |
| Tortoise Investment Management, LLC | 552 | $2.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 562 | $2.46K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $2.63K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 600 | $2.63K | 0.00% | +600 | New |
| Trust Co of Vermont | 625 | $2.74K | 0.00% | +625 | New |
| Harbour Investments, Inc. | 659 | $2.89K | 0.00% | −1,779−73.0% | Reduced |
| High Note Wealth, LLC | 676 | $2.96K | 0.00% | +47+7.5% | Added |
| Hemington Wealth Management | 747 | $3.00K | 0.00% | +194+35.1% | Added |
| Financial Avengers, Inc. | 717 | $3.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 750 | $3.29K | 0.00% | +84+12.6% | Added |
| SWAN Capital LLC | 785 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 800 | $3.50K | 0.00% | +600+300.0% | Added |
| Independence Bank of Kentucky | 869 | $3.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 880 | $3.85K | 0.00% | −420−32.3% | Reduced |
| First Horizon Advisors, Inc. | 910 | $3.98K | 0.00% | +445+95.7% | Added |
| Parkside Financial Bank & Trust | 913 | $4.00K | 0.00% | +331+56.9% | Added |
| First Pacific Financial | 978 | $4.28K | 0.00% | −500−33.8% | Reduced |
| Private Trust Co NA | 1,000 | $4.38K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,000 | $4.38K | 0.00% | +1,000 | New |
| Creative Capital Management Investments LLC | 1,000 | $4.38K | 0.00% | +1,000 | New |
| Skopos Labs, Inc. | 1,012 | $4.43K | 0.00% | −177−14.9% | Reduced |
| PFS Partners, LLC | 1,021 | $4.47K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $4.51K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $4.57K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $4.59K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,135 | $4.97K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,160 | $5.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,211 | $5.30K | 0.00% | +415+52.1% | Added |
| Avion Wealth | 1,417 | $6.00K | 0.00% | +1,000+239.8% | Added |
| State of Wyoming | 1,375 | $6.02K | 0.00% | −42,042−96.8% | Reduced |
| National Bank of Canada | 1,507 | $6.56K | 0.00% | +1,507 | New |
| Geneos Wealth Management Inc. | 1,537 | $6.73K | 0.00% | +295+23.8% | Added |
| Larson Financial Group LLC | 1,559 | $6.83K | 0.00% | +1,452+1,357.0% | Added |
| Ci Investments Inc. | 1,598 | $7.00K | 0.00% | −2,085−56.6% | Reduced |
| Harbor Asset Planning, Inc. | 1,637 | $7.17K | 0.01% | +1,637 | New |
| GPS Wealth Strategies Group, LLC | 1,650 | $7.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,714 | $7.51K | 0.00% | −311−15.4% | Reduced |
| Generali Asset Management SPA SGR | 1,721 | $7.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,733 | $7.59K | 0.00% | −318−15.5% | Reduced |
| MAI Capital Management | 1,772 | $7.76K | 0.00% | −8,501−82.8% | Reduced |
| Cypress Capital Management LLC (WY) | 1,812 | $7.94K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,817 | $7.96K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,847 | $8.09K | 0.00% | +1,726+1,426.4% | Added |
| Rise Advisors, LLC | 1,883 | $8.25K | 0.00% | −219−10.4% | Reduced |
| Sachetta, LLC | 2,000 | $8.76K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,000 | $8.76K | 0.00% | +2,000 | New |
| Mount Yale Investment Advisors, LLC | 2,000 | $8.76K | 0.00% | +2,000 | New |
| North Capital, Inc. | 2,025 | $8.87K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,375 | $10.7K | 0.00% | −157−6.2% | Reduced |
| Financial Perspectives, Inc | 2,494 | $10.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,496 | $10.9K | 0.00% | −68−2.7% | Reduced |
| FNY Investment Advisers, LLC | 2,674 | $11.0K | 0.00% | +2,674 | New |
| Ameritas Advisory Services, LLC | 2,642 | $11.6K | 0.00% | +2,642 | New |
| Twin Peaks Wealth Advisors, LLC | 2,959 | $11.7K | 0.00% | +2,959 | New |
| Umb Bank N A | 2,754 | $12.1K | 0.00% | −232−7.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,963 | $13.0K | 0.00% | −13−0.4% | Reduced |
| Manchester Capital Management LLC | 3,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,060 | $13.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,235 | $14.2K | 0.00% | −2,275−41.3% | Reduced |
| Pandora Wealth, Inc. | 3,330 | $14.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,827 | $16.8K | 0.00% | +3,827 | New |
| Danske Bank A/S | 4,000 | $17.5K | 0.00% | +3,300+471.4% | Added |
| Brown Brothers Harriman & Co | 4,020 | $17.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4,130 | $18.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4,275 | $18.7K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4,275 | $18.7K | 0.01% | +4,275 | New |
| Fifth Third Bancorp | 4,292 | $18.8K | 0.00% | −753−14.9% | Reduced |
| Spire Wealth Management | 4,300 | $18.8K | 0.00% | +1,000+30.3% | Added |
| Covestor Ltd | 4,687 | $20.0K | 0.01% | +2,812+150.0% | Added |