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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 4,908 | $21.5K | 0.00% | +1,633+49.9% | Added |
| Sterling Capital Management LLC | 5,031 | $22.0K | 0.00% | −152,420−96.8% | Reduced |
| Global Retirement Partners, LLC | 5,711 | $25.0K | 0.00% | +5,711 | New |
| Farther Finance Advisors, LLC | 5,954 | $26.1K | 0.00% | +3,391+132.3% | Added |
| Bessemer Group Inc | 6,241 | $27.0K | 0.00% | +696+12.6% | Added |
| MRP Capital Investments, LLC | 6,500 | $28.5K | 0.02% | +4,000+160.0% | Added |
| Parallel Advisors, LLC | 6,638 | $29.1K | 0.00% | +975+17.2% | Added |
| Caitong International Asset Management Co., Ltd | 6,639 | $29.1K | 0.02% | +6,456+3,527.9% | Added |
| Versant Capital Management, Inc | 6,995 | $30.6K | 0.00% | −1,705−19.6% | Reduced |
| Lazard Asset Management LLC | 7,533 | $32.0K | 0.00% | −210−2.7% | Reduced |
| Signaturefd, LLC | 7,843 | $34.4K | 0.00% | +661+9.2% | Added |
| CWM, LLC | 8,067 | $35.0K | 0.00% | −1,672−17.2% | Reduced |
| AdvisorNet Financial, Inc | 8,457 | $37.0K | 0.00% | −123−1.4% | Reduced |
| ORG Wealth Partners, LLC | 8,373 | $37.8K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 9,806 | $43.0K | 0.00% | +9,806 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,867 | $43.0K | 0.00% | +9,867 | New |
| BancorpSouth Bank | 10,000 | $43.8K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10,000 | $43.8K | 0.01% | +10,000 | New |
| FreeGulliver LLC | 10,000 | $43.8K | 0.02% | +10,000 | New |
| SJS Investment Consulting Inc. | 10,055 | $44.0K | 0.01% | −42−0.4% | Reduced |
| Quantinno Capital Management LP | 10,066 | $44.1K | 0.00% | −2,398−19.2% | Reduced |
| Allworth Financial LP | 10,126 | $44.4K | 0.00% | −2,109−17.2% | Reduced |
| Empirical Finance, LLC | 10,247 | $44.9K | 0.00% | −32−0.3% | Reduced |
| Sound Income Strategies, LLC | 10,393 | $45.5K | 0.00% | −10.0% | Reduced |
| Candriam Luxembourg S.C.A. | 11,000 | $48.2K | 0.00% | +11,000 | New |
| Williams Jones Wealth Management, LLC. | 11,019 | $48.3K | 0.00% | −100−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 11,113 | $48.7K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,395 | $49.9K | 0.00% | +864+8.2% | Added |
| Raiffeisen Bank International AG | 11,403 | $49.9K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 11,499 | $50.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,480 | $50.3K | 0.00% | +990+9.4% | Added |
| Reuter James Wealth Management, LLC | 12,005 | $52.6K | 0.01% | 00.0% | Unchanged |
| Gainplan LLC | 12,148 | $53.2K | 0.02% | +12,148 | New |
| Plato Investment Management Ltd | 12,193 | $53.2K | 0.00% | +9+0.1% | Added |
| Whipplewood Advisors, LLC | 12,182 | $53.4K | 0.03% | +12,177+243,540.0% | Added |
| Invst, LLC | 12,351 | $54.1K | 0.01% | 00.0% | Unchanged |
| Harvest Management LLC | 12,540 | $54.9K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,814 | $56.1K | 0.00% | +510+4.1% | Added |
| Marshall Wace, LLP | 13,300 | $58.3K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 13,368 | $58.6K | 0.02% | +13,368 | New |
| Wellington Shields & Co., LLC | 13,422 | $58.8K | 0.02% | −34−0.3% | Reduced |
| Lido Advisors, LLC | 13,567 | $59.4K | 0.00% | +2,790+25.9% | Added |
| J.W. Cole Advisors, Inc. | 13,617 | $59.6K | 0.00% | +1,515+12.5% | Added |
| Atom Investors LP | 13,857 | $60.7K | 0.01% | +13,857 | New |
| Brookstone Capital Management | 14,037 | $61.5K | 0.00% | −5,943−29.7% | Reduced |
| HighPoint Advisor Group LLC | 14,168 | $62.1K | 0.00% | +89+0.6% | Added |
| HBK Sorce Advisory LLC | 14,395 | $63.1K | 0.00% | +152+1.1% | Added |
| Bristlecone Advisors, LLC | 14,500 | $63.5K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,569 | $63.8K | 0.01% | +14,569 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,118 | $64.0K | 0.00% | −5,178−24.3% | Reduced |
| US Bancorp | 14,705 | $64.4K | 0.00% | +1,856+14.4% | Added |
| Smartleaf Asset Management LLC | 14,331 | $64.6K | 0.01% | +3,484+32.1% | Added |
| Sawgrass Asset Management LLC | 14,874 | $65.1K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 14,986 | $65.6K | 0.00% | +4,441+42.1% | Added |
| Robertson Stephens Wealth Management, LLC | 15,001 | $65.7K | 0.00% | +15,001 | New |
| Atlas Brown,Inc. | 15,091 | $66.1K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 15,280 | $66.9K | 0.00% | +1,963+14.7% | Added |
| Parvin Asset Management, LLC | 15,425 | $67.6K | 0.07% | −300−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,467 | $67.7K | 0.00% | −4,727−23.4% | Reduced |
| Hudson Bay Capital Management LP | 15,600 | $68.3K | 0.00% | +15,600 | New |
| Coastal Bridge Advisors, LLC | 15,766 | $69.1K | 0.01% | +15,766 | New |
| M&T Bank Corp | 15,825 | $69.7K | 0.00% | +1,738+12.3% | Added |
| Gotham Asset Management, LLC | 15,956 | $69.9K | 0.00% | −150,168−90.4% | Reduced |
| Sanctuary Advisors, LLC | 16,043 | $70.3K | 0.00% | −902−5.3% | Reduced |
| IHT Wealth Management, LLC | 16,282 | $71.3K | 0.00% | +16,282 | New |
| IFG Advisory, LLC | 16,298 | $71.4K | 0.00% | +24+0.1% | Added |
| Deseret Mutual Benefit Administrators | 16,703 | $73.2K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 16,931 | $74.2K | 0.00% | +6,193+57.7% | Added |
| Abel Hall, LLC | 17,226 | $75.5K | 0.03% | −6,268−26.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,258 | $75.6K | 0.00% | −10.0% | Reduced |
| Sender Co & Partners, Inc. | 17,326 | $75.9K | 0.02% | +17,326 | New |
| Kestra Advisory Services, LLC | 17,476 | $76.5K | 0.00% | +1,039+6.3% | Added |
| bLong Financial, LLC | 17,672 | $77.4K | 0.06% | −3,100−14.9% | Reduced |
| Global View Capital Management LLC | 17,712 | $77.6K | 0.02% | +300+1.7% | Added |
| Financial Advisory Service, Inc. | 17,732 | $77.7K | 0.01% | +27+0.2% | Added |
| CoreCap Advisors, LLC | 18,001 | $78.8K | 0.00% | −286−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 18,281 | $80.1K | 0.00% | +944+5.4% | Added |
| Secure Asset Management, LLC | 18,486 | $81.0K | 0.02% | +235+1.3% | Added |
| Callan Family Office, LLC | 18,840 | $82.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,037 | $83.4K | 0.00% | −8,693−31.3% | Reduced |
| Mutual Advisors, LLC | 19,540 | $84.6K | 0.00% | −1,137−5.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,602 | $85.9K | 0.01% | +19,602 | New |
| Toroso Investments, LLC | 19,931 | $87.3K | 0.00% | +1,891+10.5% | Added |
| Quinn Opportunity Partners LLC | 20,000 | $87.6K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $87.6K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,078 | $87.9K | 0.00% | −1,514−7.0% | Reduced |
| Kestra Private Wealth Services, LLC | 20,109 | $88.1K | 0.00% | +21+0.1% | Added |
| Truist Financial Corp | 20,214 | $88.5K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 20,450 | $89.6K | 0.01% | +20,450 | New |
| Oppenheimer & Co Inc | 20,771 | $91.0K | 0.00% | −3,050−12.8% | Reduced |
| AE Wealth Management LLC | 20,973 | $91.9K | 0.00% | −2,143−9.3% | Reduced |
| Ethic Inc. | 20,705 | $93.4K | 0.00% | −4,453−17.7% | Reduced |
| Acadian Asset Management LLC | 21,933 | $94.0K | 0.00% | −782,128−97.3% | Reduced |
| PFG Investments, LLC | 22,144 | $97.0K | 0.01% | −500−2.2% | Reduced |
| Merit Financial Group, LLC | 22,554 | $98.8K | 0.00% | +1,206+5.6% | Added |
| Independent Advisor Alliance | 22,953 | $100.5K | 0.00% | +1,743+8.2% | Added |
| Newbridge Financial Services Group, Inc. | 23,545 | $103.1K | 0.02% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 23,717 | $103.9K | 0.02% | +4,476+23.3% | Added |
| Steward Partners Investment Advisory, LLC | 24,181 | $105.9K | 0.00% | +950+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 24,263 | $106.3K | 0.00% | −26,862−52.5% | Reduced |