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 |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 1,000 | $4.51K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,021 | $4.47K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,012 | $4.43K | 0.00% | −177−14.9% | 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 |
| First Pacific Financial | 978 | $4.28K | 0.00% | −500−33.8% | Reduced |
| Parkside Financial Bank & Trust | 913 | $4.00K | 0.00% | +331+56.9% | Added |
| First Horizon Advisors, Inc. | 910 | $3.98K | 0.00% | +445+95.7% | Added |
| Massmutual Trust Co FSB | 880 | $3.85K | 0.00% | −420−32.3% | Reduced |
| Independence Bank of Kentucky | 869 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 800 | $3.50K | 0.00% | +600+300.0% | Added |
| SWAN Capital LLC | 785 | $3.44K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 750 | $3.29K | 0.00% | +84+12.6% | Added |
| Financial Avengers, Inc. | 717 | $3.14K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 747 | $3.00K | 0.00% | +194+35.1% | Added |
| High Note Wealth, LLC | 676 | $2.96K | 0.00% | +47+7.5% | Added |
| Harbour Investments, Inc. | 659 | $2.89K | 0.00% | −1,779−73.0% | Reduced |
| Trust Co of Vermont | 625 | $2.74K | 0.00% | +625 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $2.63K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 600 | $2.63K | 0.00% | +600 | New |
| LRI Investments, LLC | 562 | $2.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 552 | $2.42K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 550 | $2.41K | 0.00% | +550 | New |
| SOA Wealth Advisors, LLC. | 533 | $2.33K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 532 | $2.33K | 0.00% | +532 | New |
| Bullock Wealth Management Group | 503 | $2.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 505 | $2.21K | 0.00% | −13−2.5% | Reduced |
| 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 |
| Financial Management Professionals, Inc. | 480 | $2.10K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 474 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 460 | $2.02K | 0.00% | +18+4.1% | Added |
| Winthrop Capital Management, LLC | 443 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 451 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 444 | $1.95K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 418 | $1.83K | 0.00% | +418 | New |
| UMA Financial Services, Inc. | 363 | $1.59K | 0.00% | +159+77.9% | Added |
| Bryn Mawr Trust Co | 363 | $1.59K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 355 | $1.55K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 385 | $1.45K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 330 | $1.45K | 0.00% | +330 | New |
| JNBA Financial Advisors | 330 | $1.44K | 0.00% | +243+279.3% | Added |
| Medallion Wealth Advisors, LLC | 323 | $1.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 315 | $1.38K | 0.00% | +100+46.5% | Added |
| Iron Horse Wealth Management, LLC | 300 | $1.31K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 299 | $1.31K | 0.00% | +299 | New |
| Prestige Wealth Management Group LLC | 288 | $1.26K | 0.00% | −259−47.3% | Reduced |
| Dunhill Financial, LLC | 250 | $1.09K | 0.00% | +250 | New |
| Central Trust Co | 246 | $1.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 242 | $1.06K | 0.00% | −1,215−83.4% | Reduced |
| Golden State Wealth Management, LLC | 241 | $1.06K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 233 | $1.02K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 212 | $929 | 0.00% | +205+2,928.6% | Added |
| Sierra Ocean, LLC | 210 | $920 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 198 | $868 | 0.00% | −16−7.5% | Reduced |
| Armstrong Advisory Group, Inc | 188 | $824 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 183 | $802 | 0.00% | +183 | New |
| Koesten, Hirschmann & Crabtree, INC. | 170 | $745 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 168 | $736 | 0.00% | −11−6.1% | Reduced |
| Kozak & Associates, Inc. | 142 | $641 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 142 | $622 | 0.00% | −118−45.4% | Reduced |
| Clear Investment Research, LLC | 138 | $604 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 132 | $578 | 0.00% | +132 | New |
| United Community Bank | 126 | $552 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 124 | $543 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 120 | $526 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $514 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 116 | $508 | 0.00% | −54,884−99.8% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $438 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $438 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $416 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 94 | $414 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 94 | $412 | 0.00% | −435−82.2% | Reduced |
| Bell Investment Advisors, Inc | 88 | $386 | 0.00% | −103−53.9% | Reduced |
| South Plains Financial, Inc. | 88 | $385 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 87 | $382 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $351 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 80 | $351 | 0.00% | +80 | New |
| Rossby Financial, LCC | 77 | $337 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 74 | $324 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 72 | $315 | 0.00% | −126−63.6% | Reduced |
| IAG Wealth Partners, LLC | 67 | $294 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $294 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 66 | $290 | 0.00% | +66 | New |
| Siemens Fonds Invest GmbH | 66 | $289 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 63 | $276 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $263 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 59 | $258 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 59 | $258 | 0.00% | +46+353.8% | Added |
| ESL Trust Services, LLC | 58 | $254 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 55 | $249 | 0.00% | +21+61.8% | Added |
| First Community Trust NA | 56 | $245 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $244 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 53 | $233 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 51 | $223 | 0.00% | −1,817−97.3% | Reduced |