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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 14,986 | $65.6K | 0.00% | +4,441+42.1% | Added |
| Sawgrass Asset Management LLC | 14,874 | $65.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14,331 | $64.6K | 0.01% | +3,484+32.1% | Added |
| US Bancorp | 14,705 | $64.4K | 0.00% | +1,856+14.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,118 | $64.0K | 0.00% | −5,178−24.3% | Reduced |
| Insigneo Advisory Services, LLC | 14,569 | $63.8K | 0.01% | +14,569 | New |
| Bristlecone Advisors, LLC | 14,500 | $63.5K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,395 | $63.1K | 0.00% | +152+1.1% | Added |
| HighPoint Advisor Group LLC | 14,168 | $62.1K | 0.00% | +89+0.6% | Added |
| Brookstone Capital Management | 14,037 | $61.5K | 0.00% | −5,943−29.7% | Reduced |
| Atom Investors LP | 13,857 | $60.7K | 0.01% | +13,857 | New |
| J.W. Cole Advisors, Inc. | 13,617 | $59.6K | 0.00% | +1,515+12.5% | Added |
| Lido Advisors, LLC | 13,567 | $59.4K | 0.00% | +2,790+25.9% | Added |
| Wellington Shields & Co., LLC | 13,422 | $58.8K | 0.02% | −34−0.3% | Reduced |
| WealthTrust Axiom LLC | 13,368 | $58.6K | 0.02% | +13,368 | New |
| Marshall Wace, LLP | 13,300 | $58.3K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,814 | $56.1K | 0.00% | +510+4.1% | Added |
| Harvest Management LLC | 12,540 | $54.9K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 12,351 | $54.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12,182 | $53.4K | 0.03% | +12,177+243,540.0% | Added |
| Plato Investment Management Ltd | 12,193 | $53.2K | 0.00% | +9+0.1% | Added |
| Gainplan LLC | 12,148 | $53.2K | 0.02% | +12,148 | New |
| Reuter James Wealth Management, LLC | 12,005 | $52.6K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,480 | $50.3K | 0.00% | +990+9.4% | Added |
| Antipodes Partners Ltd | 11,499 | $50.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 11,403 | $49.9K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,395 | $49.9K | 0.00% | +864+8.2% | Added |
| Stratos Wealth Advisors, LLC | 11,113 | $48.7K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 11,019 | $48.3K | 0.00% | −100−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 11,000 | $48.2K | 0.00% | +11,000 | New |
| Sound Income Strategies, LLC | 10,393 | $45.5K | 0.00% | −10.0% | Reduced |
| Empirical Finance, LLC | 10,247 | $44.9K | 0.00% | −32−0.3% | Reduced |
| Allworth Financial LP | 10,126 | $44.4K | 0.00% | −2,109−17.2% | Reduced |
| Quantinno Capital Management LP | 10,066 | $44.1K | 0.00% | −2,398−19.2% | Reduced |
| SJS Investment Consulting Inc. | 10,055 | $44.0K | 0.01% | −42−0.4% | Reduced |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,867 | $43.0K | 0.00% | +9,867 | New |
| Walleye Capital LLC | 9,806 | $43.0K | 0.00% | +9,806 | New |
| ORG Wealth Partners, LLC | 8,373 | $37.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,457 | $37.0K | 0.00% | −123−1.4% | Reduced |
| CWM, LLC | 8,067 | $35.0K | 0.00% | −1,672−17.2% | Reduced |
| Signaturefd, LLC | 7,843 | $34.4K | 0.00% | +661+9.2% | Added |
| Lazard Asset Management LLC | 7,533 | $32.0K | 0.00% | −210−2.7% | Reduced |
| Versant Capital Management, Inc | 6,995 | $30.6K | 0.00% | −1,705−19.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,639 | $29.1K | 0.02% | +6,456+3,527.9% | Added |
| Parallel Advisors, LLC | 6,638 | $29.1K | 0.00% | +975+17.2% | Added |
| MRP Capital Investments, LLC | 6,500 | $28.5K | 0.02% | +4,000+160.0% | Added |
| Bessemer Group Inc | 6,241 | $27.0K | 0.00% | +696+12.6% | Added |
| Farther Finance Advisors, LLC | 5,954 | $26.1K | 0.00% | +3,391+132.3% | Added |
| Global Retirement Partners, LLC | 5,711 | $25.0K | 0.00% | +5,711 | New |
| Sterling Capital Management LLC | 5,031 | $22.0K | 0.00% | −152,420−96.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,908 | $21.5K | 0.00% | +1,633+49.9% | Added |
| Covestor Ltd | 4,687 | $20.0K | 0.01% | +2,812+150.0% | Added |
| Spire Wealth Management | 4,300 | $18.8K | 0.00% | +1,000+30.3% | Added |
| Fifth Third Bancorp | 4,292 | $18.8K | 0.00% | −753−14.9% | Reduced |
| 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 |
| ORG Partners LLC | 4,130 | $18.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,020 | $17.6K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 4,000 | $17.5K | 0.00% | +3,300+471.4% | Added |
| Clearstead Advisors, LLC | 3,827 | $16.8K | 0.00% | +3,827 | New |
| Pandora Wealth, Inc. | 3,330 | $14.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,235 | $14.2K | 0.00% | −2,275−41.3% | Reduced |
| Ancora Advisors, LLC | 3,060 | $13.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,963 | $13.0K | 0.00% | −13−0.4% | Reduced |
| Umb Bank N A | 2,754 | $12.1K | 0.00% | −232−7.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,959 | $11.7K | 0.00% | +2,959 | New |
| Ameritas Advisory Services, LLC | 2,642 | $11.6K | 0.00% | +2,642 | New |
| FNY Investment Advisers, LLC | 2,674 | $11.0K | 0.00% | +2,674 | New |
| CIBC Private Wealth Group, LLC | 2,496 | $10.9K | 0.00% | −68−2.7% | Reduced |
| Financial Perspectives, Inc | 2,494 | $10.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,375 | $10.7K | 0.00% | −157−6.2% | Reduced |
| North Capital, Inc. | 2,025 | $8.87K | 0.01% | 00.0% | Unchanged |
| 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 |
| Rise Advisors, LLC | 1,883 | $8.25K | 0.00% | −219−10.4% | Reduced |
| Assetmark, Inc | 1,847 | $8.09K | 0.00% | +1,726+1,426.4% | Added |
| Harbor Investment Advisory, LLC | 1,817 | $7.96K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,812 | $7.94K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,772 | $7.76K | 0.00% | −8,501−82.8% | Reduced |
| GWM Advisors LLC | 1,733 | $7.59K | 0.00% | −318−15.5% | Reduced |
| Generali Asset Management SPA SGR | 1,721 | $7.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,714 | $7.51K | 0.00% | −311−15.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,650 | $7.23K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,637 | $7.17K | 0.01% | +1,637 | New |
| Ci Investments Inc. | 1,598 | $7.00K | 0.00% | −2,085−56.6% | Reduced |
| Larson Financial Group LLC | 1,559 | $6.83K | 0.00% | +1,452+1,357.0% | Added |
| Geneos Wealth Management Inc. | 1,537 | $6.73K | 0.00% | +295+23.8% | Added |
| National Bank of Canada | 1,507 | $6.56K | 0.00% | +1,507 | New |
| State of Wyoming | 1,375 | $6.02K | 0.00% | −42,042−96.8% | Reduced |
| Avion Wealth | 1,417 | $6.00K | 0.00% | +1,000+239.8% | Added |
| Private Wealth Management Group, LLC | 1,211 | $5.30K | 0.00% | +415+52.1% | Added |
| Rakuten Securities, Inc. | 1,160 | $5.08K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,135 | $4.97K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $4.59K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $4.57K | 0.00% | 00.0% | Unchanged |