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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 24,379 | $108.5K | 0.00% | +24,379 | New |
| Y-Intercept (Hong Kong) Ltd | 25,000 | $109.5K | 0.00% | +12,488+99.8% | Added |
| Kovitz Investment Group Partners, LLC | 25,251 | $110.6K | 0.00% | −229−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 25,747 | $112.8K | 0.00% | +10,743+71.6% | Added |
| Blair William & Co | 26,125 | $114.4K | 0.00% | +26,125 | New |
| Ballentine Partners, LLC | 26,673 | $116.8K | 0.00% | +4,680+21.3% | Added |
| Sunbelt Securities, Inc. | 22,124 | $117.5K | 0.01% | +156+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 26,846 | $117.6K | 0.00% | −2,629−8.9% | Reduced |
| Keystone Financial Group | 27,432 | $120.2K | 0.01% | +100+0.4% | Added |
| Glenmede Investment Management, LP | 28,286 | $123.9K | 0.00% | +28,286 | New |
| Brinker Capital Investments, LLC | 28,559 | $125.1K | 0.00% | +28,559 | New |
| Sage Rhino Capital LLC | 29,340 | $128.5K | 0.03% | +75+0.3% | Added |
| Fieldview Capital Management, LLC | 30,402 | $133.2K | 0.02% | −145,474−82.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 30,409 | $133.2K | 0.01% | −130−0.4% | Reduced |
| Revisor Wealth Management LLC | 30,080 | $135.7K | 0.05% | +5,729+23.5% | Added |
| Winton Group Ltd | 31,294 | $137.1K | 0.01% | +20,435+188.2% | Added |
| Baird Financial Group, Inc. | 31,408 | $137.6K | 0.00% | −3,034−8.8% | Reduced |
| Evergreen Capital Management LLC | 31,492 | $137.9K | 0.00% | −19,123−37.8% | Reduced |
| KBC Group NV | 31,431 | $138.0K | 0.00% | −7,827−19.9% | Reduced |
| Jones Financial Companies LLLP | 31,018 | $139.9K | 0.00% | +1,123+3.8% | Added |
| CI Private Wealth, LLC | 32,411 | $142.0K | 0.00% | −4,882−13.1% | Reduced |
| Forum Financial Management, LP | 32,602 | $142.8K | 0.00% | +5,976+22.4% | Added |
| Strategic Financial Concepts, LLC | 32,720 | $143.3K | 0.02% | −620−1.9% | Reduced |
| Envestnet Asset Management Inc | 34,568 | $151.4K | 0.00% | −515−1.5% | Reduced |
| Everence Capital Management Inc | 34,620 | $152.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 34,939 | $153.0K | 0.00% | −31−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 34,121 | $155.9K | 0.00% | −652−1.9% | Reduced |
| Shelton Capital Management | 36,782 | $161.1K | 0.00% | −2,104−5.4% | Reduced |
| Wolverine Trading, LLC | 37,185 | $167.7K | 0.00% | −49,115−56.9% | Reduced |
| Bryce Point Capital, LLC | 38,640 | $169.2K | 0.14% | +38,640 | New |
| Nomura Asset Management Co Ltd | 38,800 | $169.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 38,958 | $170.6K | 0.00% | +185+0.5% | Added |
| Straight Path Wealth Management | 40,000 | $175.2K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 40,444 | $177.1K | 0.00% | +14,202+54.1% | Added |
| Humankind Investments LLC | 40,463 | $177.2K | 0.04% | +7,549+22.9% | Added |
| Quantessence Capital LLC | 44,178 | $193.5K | 0.06% | +44,178 | New |
| Captrust Financial Advisors | 45,093 | $197.5K | 0.00% | +364+0.8% | Added |
| Guggenheim Capital LLC | 45,490 | $199.2K | 0.00% | −56,010−55.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45,919 | $201.1K | 0.01% | −41−0.1% | Reduced |
| Storebrand Asset Management AS | 45,937 | $201.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 46,071 | $201.8K | 0.01% | −198−0.4% | Reduced |
| First Financial Bankshares Inc | 51,501 | $225.6K | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 52,042 | $227.9K | 0.00% | +22,409+75.6% | Added |
| OP Asset Management Ltd | 52,884 | $231.6K | 0.00% | −38,068−41.9% | Reduced |
| Mercer Global Advisors Inc | 53,159 | $232.8K | 0.00% | −1,543−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 53,226 | $233.1K | 0.00% | +13,702+34.7% | Added |
| Atomi Financial Group, Inc. | 53,706 | $235.2K | 0.01% | +429+0.8% | Added |
| Investors Asset Management of Georgia Inc | 55,025 | $241.0K | 0.11% | +4,500+8.9% | Added |
| Scientech Research LLC | 55,857 | $244.7K | 0.06% | +55,857 | New |
| Crossmark Global Holdings, Inc. | 60,344 | $264.3K | 0.00% | −93−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 62,682 | $274.5K | 0.01% | +11,373+22.2% | Added |
| Advisory Services Network, LLC | 62,018 | $276.0K | 0.00% | +4,150+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 62,931 | $276.0K | 0.00% | −21,544−25.5% | Reduced |
| MML Investors Services, LLC | 63,431 | $278.0K | 0.00% | −730−1.1% | Reduced |
| CIBC Asset Management Inc | 64,002 | $280.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 65,506 | $287.0K | 0.00% | −104,958−61.6% | Reduced |
| Nations Financial Group Inc, | 66,122 | $289.6K | 0.02% | −82,420−55.5% | Reduced |
| Moneta Group Investment Advisors LLC | 66,267 | $290.3K | 0.00% | +66,267 | New |
| JustInvest LLC | 66,857 | $292.8K | 0.00% | +1,125+1.7% | Added |
| Southeast Asset Advisors Inc. | 66,999 | $293.5K | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 67,572 | $296.0K | 0.00% | −1,702−2.5% | Reduced |
| DRW Securities, LLC | 69,554 | $304.6K | 0.02% | +58,179+511.5% | Added |
| Cidel Asset Management Inc | 69,754 | $305.5K | 0.02% | −44,541−39.0% | Reduced |
| Atria Investments LLC | 71,224 | $312.0K | 0.00% | +9,109+14.7% | Added |
| Xponance, Inc. | 74,413 | $325.9K | 0.00% | −4,015−5.1% | Reduced |
| Jefferies Financial Group Inc. | 75,000 | $328.5K | 0.01% | −25,000−25.0% | Reduced |
| Mariner Investment Group LLC | 75,000 | $328.5K | 0.12% | +50,000+200.0% | Added |
| Elo Mutual Pension Insurance Co | 75,104 | $329.0K | 0.01% | +75,104 | New |
| Trilogy Capital Inc. | 75,188 | $329.3K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 76,003 | $332.9K | 0.03% | +76,003 | New |
| Lee Danner & Bass Inc | 76,065 | $333.2K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 78,043 | $341.8K | 0.03% | −8,930−10.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,731 | $346.9K | 0.00% | −8,699−9.9% | Reduced |
| Empowered Funds, LLC | 80,223 | $351.4K | 0.00% | −191,808−70.5% | Reduced |
| Axq Capital, LP | 86,263 | $377.8K | 0.12% | +64,826+302.4% | Added |
| Argent Advisors, Inc. | 89,305 | $391.2K | 0.12% | +374+0.4% | Added |
| Stifel Financial Corp | 91,336 | $400.1K | 0.00% | +4,597+5.3% | Added |
| Aristeia Capital LLC | 93,774 | $410.7K | 0.01% | +25,749+37.9% | Added |
| Ameritas Investment Partners, Inc. | 97,444 | $426.8K | 0.01% | −5,748−5.6% | Reduced |
| American Century Companies Inc | 98,243 | $430.3K | 0.00% | −15,493−13.6% | Reduced |
| SEI Investments Co | 98,482 | $431.4K | 0.00% | −201,997−67.2% | Reduced |
| Mackenzie Financial Corp | 99,808 | $437.2K | 0.00% | +35,458+55.1% | Added |
| Public Employees Retirement Association of Colorado | 104,297 | $457.0K | 0.00% | 00.0% | Unchanged |
| SOL Capital Management CO | 106,305 | $466.0K | 0.05% | +22,000+26.1% | Added |
| Argent Trust Co | 108,158 | $473.7K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 117,599 | $515.1K | 0.00% | −107,005−47.6% | Reduced |
| Cetera Investment Advisers | 119,673 | $524.2K | 0.00% | +16,332+15.8% | Added |
| Madison Asset Management, LLC | 124,000 | $543.1K | 0.01% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 127,552 | $558.7K | 0.07% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 127,795 | $559.7K | 0.00% | +87,727+218.9% | Added |
| Horizon Investments, LLC | 128,093 | $561.0K | 0.01% | +128,093 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 128,860 | $564.4K | 0.00% | −11,711−8.3% | Reduced |
| Mutual of America Capital Management LLC | 131,788 | $577.2K | 0.01% | −15,988−10.8% | Reduced |
| First Citizens Bank & Trust Co | 132,726 | $581.3K | 0.01% | +87,727+195.0% | Added |
| Quadrature Capital Ltd | 133,757 | $585.2K | 0.01% | −13,673−9.3% | Reduced |
| Point72 (DIFC) Ltd | 139,588 | $611.4K | 0.05% | +129,434+1,274.7% | Added |
| HRT Financial LP | 141,975 | $621.0K | 0.00% | +141,975 | New |
| XTX Topco Ltd | 142,693 | $625.0K | 0.03% | −82,895−36.7% | Reduced |
| Pictet Asset Management Holding SA | 144,053 | $631.7K | 0.00% | −6,653−4.4% | Reduced |
| Squarepoint Ops LLC | 146,047 | $639.7K | 0.00% | −277,165−65.5% | Reduced |