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 | 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, 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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 63,431 | $278.0K | 0.00% | −730−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 62,931 | $276.0K | 0.00% | −21,544−25.5% | Reduced |
| Advisory Services Network, LLC | 62,018 | $276.0K | 0.00% | +4,150+7.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 62,682 | $274.5K | 0.01% | +11,373+22.2% | Added |
| Crossmark Global Holdings, Inc. | 60,344 | $264.3K | 0.00% | −93−0.2% | Reduced |
| Scientech Research LLC | 55,857 | $244.7K | 0.06% | +55,857 | New |
| Investors Asset Management of Georgia Inc | 55,025 | $241.0K | 0.11% | +4,500+8.9% | Added |
| Atomi Financial Group, Inc. | 53,706 | $235.2K | 0.01% | +429+0.8% | Added |
| The PNC Financial Services Group, Inc. | 53,226 | $233.1K | 0.00% | +13,702+34.7% | Added |
| Mercer Global Advisors Inc | 53,159 | $232.8K | 0.00% | −1,543−2.8% | Reduced |
| OP Asset Management Ltd | 52,884 | $231.6K | 0.00% | −38,068−41.9% | Reduced |
| Phoenix Holdings Ltd. | 52,042 | $227.9K | 0.00% | +22,409+75.6% | Added |
| First Financial Bankshares Inc | 51,501 | $225.6K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 46,071 | $201.8K | 0.01% | −198−0.4% | Reduced |
| Storebrand Asset Management AS | 45,937 | $201.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45,919 | $201.1K | 0.01% | −41−0.1% | Reduced |
| Guggenheim Capital LLC | 45,490 | $199.2K | 0.00% | −56,010−55.2% | Reduced |
| Captrust Financial Advisors | 45,093 | $197.5K | 0.00% | +364+0.8% | Added |
| Quantessence Capital LLC | 44,178 | $193.5K | 0.06% | +44,178 | New |
| Humankind Investments LLC | 40,463 | $177.2K | 0.04% | +7,549+22.9% | Added |
| Nisa Investment Advisors, LLC | 40,444 | $177.1K | 0.00% | +14,202+54.1% | Added |
| Straight Path Wealth Management | 40,000 | $175.2K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 38,958 | $170.6K | 0.00% | +185+0.5% | Added |
| Nomura Asset Management Co Ltd | 38,800 | $169.9K | 0.00% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 38,640 | $169.2K | 0.14% | +38,640 | New |
| Wolverine Trading, LLC | 37,185 | $167.7K | 0.00% | −49,115−56.9% | Reduced |
| Shelton Capital Management | 36,782 | $161.1K | 0.00% | −2,104−5.4% | Reduced |
| Chicago Partners Investment Group LLC | 34,121 | $155.9K | 0.00% | −652−1.9% | Reduced |
| SBI Securities Co., Ltd. | 34,939 | $153.0K | 0.00% | −31−0.1% | Reduced |
| Everence Capital Management Inc | 34,620 | $152.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 34,568 | $151.4K | 0.00% | −515−1.5% | Reduced |
| Strategic Financial Concepts, LLC | 32,720 | $143.3K | 0.02% | −620−1.9% | Reduced |
| Forum Financial Management, LP | 32,602 | $142.8K | 0.00% | +5,976+22.4% | Added |
| CI Private Wealth, LLC | 32,411 | $142.0K | 0.00% | −4,882−13.1% | Reduced |
| Jones Financial Companies LLLP | 31,018 | $139.9K | 0.00% | +1,123+3.8% | Added |
| KBC Group NV | 31,431 | $138.0K | 0.00% | −7,827−19.9% | Reduced |
| Evergreen Capital Management LLC | 31,492 | $137.9K | 0.00% | −19,123−37.8% | Reduced |
| Baird Financial Group, Inc. | 31,408 | $137.6K | 0.00% | −3,034−8.8% | Reduced |
| Winton Group Ltd | 31,294 | $137.1K | 0.01% | +20,435+188.2% | Added |
| Revisor Wealth Management LLC | 30,080 | $135.7K | 0.05% | +5,729+23.5% | Added |
| Fifth Third Wealth Advisors LLC | 30,409 | $133.2K | 0.01% | −130−0.4% | Reduced |
| Fieldview Capital Management, LLC | 30,402 | $133.2K | 0.02% | −145,474−82.7% | Reduced |
| Sage Rhino Capital LLC | 29,340 | $128.5K | 0.03% | +75+0.3% | Added |
| Brinker Capital Investments, LLC | 28,559 | $125.1K | 0.00% | +28,559 | New |
| Glenmede Investment Management, LP | 28,286 | $123.9K | 0.00% | +28,286 | New |
| Keystone Financial Group | 27,432 | $120.2K | 0.01% | +100+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 26,846 | $117.6K | 0.00% | −2,629−8.9% | Reduced |
| Sunbelt Securities, Inc. | 22,124 | $117.5K | 0.01% | +156+0.7% | Added |
| Ballentine Partners, LLC | 26,673 | $116.8K | 0.00% | +4,680+21.3% | Added |
| Blair William & Co | 26,125 | $114.4K | 0.00% | +26,125 | New |
| Swiss Life Asset Management Ltd | 25,747 | $112.8K | 0.00% | +10,743+71.6% | Added |
| Kovitz Investment Group Partners, LLC | 25,251 | $110.6K | 0.00% | −229−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 25,000 | $109.5K | 0.00% | +12,488+99.8% | Added |
| Facet Wealth, Inc. | 24,379 | $108.5K | 0.00% | +24,379 | New |
| Northwestern Mutual Wealth Management Co | 24,263 | $106.3K | 0.00% | −26,862−52.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,181 | $105.9K | 0.00% | +950+4.1% | Added |
| Pacific Sage Partners, LLC | 23,717 | $103.9K | 0.02% | +4,476+23.3% | Added |
| Newbridge Financial Services Group, Inc. | 23,545 | $103.1K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 22,953 | $100.5K | 0.00% | +1,743+8.2% | Added |
| Merit Financial Group, LLC | 22,554 | $98.8K | 0.00% | +1,206+5.6% | Added |
| PFG Investments, LLC | 22,144 | $97.0K | 0.01% | −500−2.2% | Reduced |
| Acadian Asset Management LLC | 21,933 | $94.0K | 0.00% | −782,128−97.3% | Reduced |
| Ethic Inc. | 20,705 | $93.4K | 0.00% | −4,453−17.7% | Reduced |
| AE Wealth Management LLC | 20,973 | $91.9K | 0.00% | −2,143−9.3% | Reduced |
| Oppenheimer & Co Inc | 20,771 | $91.0K | 0.00% | −3,050−12.8% | Reduced |
| Laurion Capital Management LP | 20,450 | $89.6K | 0.01% | +20,450 | New |
| Truist Financial Corp | 20,214 | $88.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,109 | $88.1K | 0.00% | +21+0.1% | Added |
| Avantax Advisory Services, Inc. | 20,078 | $87.9K | 0.00% | −1,514−7.0% | Reduced |
| 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 |
| Toroso Investments, LLC | 19,931 | $87.3K | 0.00% | +1,891+10.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,602 | $85.9K | 0.01% | +19,602 | New |
| Mutual Advisors, LLC | 19,540 | $84.6K | 0.00% | −1,137−5.5% | Reduced |
| Cerity Partners LLC | 19,037 | $83.4K | 0.00% | −8,693−31.3% | Reduced |
| Callan Family Office, LLC | 18,840 | $82.5K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 18,486 | $81.0K | 0.02% | +235+1.3% | Added |
| Cornerstone Wealth Management, LLC | 18,281 | $80.1K | 0.00% | +944+5.4% | Added |
| CoreCap Advisors, LLC | 18,001 | $78.8K | 0.00% | −286−1.6% | Reduced |
| Financial Advisory Service, Inc. | 17,732 | $77.7K | 0.01% | +27+0.2% | Added |
| Global View Capital Management LLC | 17,712 | $77.6K | 0.02% | +300+1.7% | Added |
| bLong Financial, LLC | 17,672 | $77.4K | 0.06% | −3,100−14.9% | Reduced |
| Kestra Advisory Services, LLC | 17,476 | $76.5K | 0.00% | +1,039+6.3% | Added |
| Sender Co & Partners, Inc. | 17,326 | $75.9K | 0.02% | +17,326 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,258 | $75.6K | 0.00% | −10.0% | Reduced |
| Abel Hall, LLC | 17,226 | $75.5K | 0.03% | −6,268−26.7% | Reduced |
| Bank of Nova Scotia | 16,931 | $74.2K | 0.00% | +6,193+57.7% | Added |
| Deseret Mutual Benefit Administrators | 16,703 | $73.2K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16,298 | $71.4K | 0.00% | +24+0.1% | Added |
| IHT Wealth Management, LLC | 16,282 | $71.3K | 0.00% | +16,282 | New |
| Sanctuary Advisors, LLC | 16,043 | $70.3K | 0.00% | −902−5.3% | Reduced |
| Gotham Asset Management, LLC | 15,956 | $69.9K | 0.00% | −150,168−90.4% | Reduced |
| M&T Bank Corp | 15,825 | $69.7K | 0.00% | +1,738+12.3% | Added |
| Coastal Bridge Advisors, LLC | 15,766 | $69.1K | 0.01% | +15,766 | New |
| Hudson Bay Capital Management LP | 15,600 | $68.3K | 0.00% | +15,600 | New |
| Prime Capital Investment Advisors, LLC | 15,467 | $67.7K | 0.00% | −4,727−23.4% | Reduced |
| Parvin Asset Management, LLC | 15,425 | $67.6K | 0.07% | −300−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 15,280 | $66.9K | 0.00% | +1,963+14.7% | Added |
| Atlas Brown,Inc. | 15,091 | $66.1K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 15,001 | $65.7K | 0.00% | +15,001 | New |