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Livermore
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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.

Institutional holdersQ2 2025: 555 institutions
Q1 2021: 709 institutionsQ2 2021: 722 institutionsQ3 2021: 713 institutionsQ4 2021: 792 institutionsQ1 2022: 779 institutionsQ2 2022: 807 institutionsQ3 2022: 779 institutionsQ4 2022: 755 institutionsQ1 2023: 640 institutionsQ2 2023: 557 institutionsQ3 2023: 505 institutionsQ4 2023: 495 institutionsQ1 2024: 486 institutionsQ2 2024: 456 institutionsQ3 2024: 509 institutionsQ4 2024: 561 institutionsQ1 2025: 540 institutionsQ2 2025: 555 institutionsQ3 2025: 547 institutionsQ4 2025: 598 institutionsQ1 2026: 601 institutionsQ2 2026: 623 institutions
Value heldQ2 2025: $3.18B
Q1 2021: $11.0BQ2 2021: $11.4BQ3 2021: $10.2BQ4 2021: $10.3BQ1 2022: $9.05BQ2 2022: $8.96BQ3 2022: $6.02BQ4 2022: $4.25BQ1 2023: $1.94BQ2 2023: $1.61BQ3 2023: $951.8MQ4 2023: $1.23BQ1 2024: $1.06BQ2 2024: $720.9MQ3 2024: $4.73BQ4 2024: $3.78BQ1 2025: $2.83BQ2 2025: $3.18BQ3 2025: $4.16BQ4 2025: $5.64BQ1 2026: $5.01BQ2 2026: $5.60B
Institutions holding LUMN and their total value by quarter
QuarterHoldersValue
Q2 2026623$5.60B
Q1 2026601$5.01B
Q4 2025598$5.64B
Q3 2025547$4.16B
Q2 2025555$3.18B
Q1 2025540$2.83B
Q4 2024561$3.78B
Q3 2024509$4.73B
Q2 2024456$720.9M
Q1 2024486$1.06B
Q4 2023495$1.23B
Q3 2023505$951.8M
Q2 2023557$1.61B
Q1 2023640$1.94B
Q4 2022755$4.25B
Q3 2022779$6.02B
Q2 2022807$8.96B
Q1 2022779$9.05B
Q4 2021792$10.3B
Q3 2021713$10.2B
Q2 2021722$11.4B
Q1 2021709$11.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2025.

Institutions holding LUMN in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MorganRosel Wealth Management, LLC49$2150.00%00.0%Unchanged
Abound Wealth Management48$2110.00%−8−14.3%Reduced
Raffa Wealth Management, LLC47$2060.00%00.0%Unchanged
Kilter Group LLC45$1980.00%+45New
Westside Investment Management, Inc.42$1840.00%00.0%Unchanged
Country Trust Bank41$1800.00%+41New
Bay Harbor Wealth Management, LLC41$1790.00%+32+355.6%Added
Salomon & Ludwin, LLC38$1690.00%00.0%Unchanged
Provenance Wealth Advisors, LLC38$1660.00%00.0%Unchanged
First Command Advisory Services, Inc.35$1530.00%−19−35.2%Reduced
Kimelman & Baird, LLC34$1490.00%00.0%Unchanged
American National Bank34$1490.00%00.0%Unchanged
Reyes Financial Architecture, Inc.34$1490.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.29$1280.00%+29New
Twin Lakes Capital Management, LLC28$1240.00%00.0%Unchanged
True Wealth Design, LLC28$1230.00%+25+833.3%Added
Insight Financial Services26$1130.00%00.0%Unchanged
HighMark Wealth Management LLC25$1100.00%+25New
Rialto Wealth Management, LLC25$1100.00%+25New
Marshall & Sterling Wealth Advisors Inc.24$1050.00%00.0%Unchanged
Princeton Global Asset Management LLC21$920.00%00.0%Unchanged
AllSquare Wealth Management LLC21$920.00%+20+2,000.0%Added
Atlantic Union Bankshares Corp21$920.00%+21New
Whittier Trust Co21$910.00%−150−87.7%Reduced
Tradewinds Capital Management, LLC18$790.00%00.0%Unchanged
TCTC Holdings, LLC17$740.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group18$710.00%+18New
Key Financial Inc16$700.00%00.0%Unchanged
Fortis Group Advisors, LLC16$700.00%00.0%Unchanged
Cheviot Value Management, LLC16$600.00%00.0%Unchanged
Parkworth Wealth Management, Inc.13$570.00%00.0%Unchanged
Christopher J. Hasenberg, Inc13$570.00%00.0%Unchanged
TD Capital Management LLC13$550.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$530.00%00.0%Unchanged
Cornerstone Planning Group LLC14$530.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC12$520.00%+12New
Trust Co of Toledo NA11$480.00%+11New
Hoey Investments, Inc9$400.00%00.0%Unchanged
West Financial Advisors, LLC9$400.00%00.0%Unchanged
Livelsberger Financial Advisory9$390.00%+9New
Front Row Advisors LLC7$310.00%00.0%Unchanged
Hughes Financial Services, LLC8$300.00%+8New
NVWM, LLC5$220.00%00.0%Unchanged
BFSG, LLC5$220.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC5$210.00%00.0%Unchanged
Breakwater Investment Management3$140.00%00.0%Unchanged
Hager Investment Management Services, LLC2$90.00%00.0%Unchanged
Salem Investment Counselors Inc1$50.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$50.00%+1New
Colonial Trust Advisors1$40.00%00.0%Unchanged
Innovative Advisory Group, LLC0$10.00%0Unchanged
Smithfield Trust Co52$00.00%−52−50.0%Reduced
TSFG, LLC4$00.00%00.0%Unchanged
Coston, McIsaac & Partners25$00.00%+25New
IFP Advisors, Inc396––+376+1,880.0%Added
Woodline Partners LP0$00.00%−1,277,137−100.0%Sold out
Trexquant Investment LP0$00.00%−1,144,875−100.0%Sold out
LMR Partners LLP0$00.00%−625,000−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−587,251−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−528,648−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−400,950−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−323,562−100.0%Sold out
Bridgewater Associates, LP0$00.00%−307,098−100.0%Sold out
Polianta Ltd0$00.00%−273,600−100.0%Sold out
Omers Administration Corp0$00.00%−216,419−100.0%Sold out
Caxton Associates LLP0$00.00%−170,556−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−121,300−100.0%Sold out
GWN Securities Inc.0$00.00%−101,416−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−105,231−100.0%Sold out
MYDA Advisors LLC0$00.00%−100,000−100.0%Sold out
TownSquare Capital, LLC0$00.00%−82,403−100.0%Sold out
Simplex Trading, LLC0$00.00%−68,473−100.0%Sold out
United Services Automobile Association0$00.00%−66,475−100.0%Sold out
Capula Management Ltd0$00.00%−59,024−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−51,859−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−50,907−100.0%Sold out
PEAK6 LLC0$00.00%−42,499−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−22,885−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−19,674−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−15,512−100.0%Sold out
Garda Capital Partners LP0$00.00%−15,138−100.0%Sold out
Sanibel Captiva Trust Company, Inc.0$00.00%−15,000−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−14,670−100.0%Sold out
HB Wealth Management, LLC0$00.00%−13,715−100.0%Sold out
Trust Point Inc.0$00.00%−13,468−100.0%Sold out
OneAscent Investment Solutions LLC0$00.00%−11,796−100.0%Sold out
Ritholtz Wealth Management0$00.00%−10,879−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−10,868−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−10,120−100.0%Sold out
Conning Inc.0$00.00%−10,050−100.0%Sold out
Traynor Capital Management, Inc.0$00.00%−10,030−100.0%Sold out
Cigna Investments Inc0$00.00%−10,051−100.0%Sold out
Columbia River Financial Group, LLC0$00.00%−3,910−100.0%Sold out
Mather Group, LLC.0$00.00%−2,706−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−2,347−100.0%Sold out
Founders Capital Management0$00.00%−1,600−100.0%Sold out
HM Payson & Co0$00.00%−689−100.0%Sold out
Quent Capital, LLC0$00.00%−628−100.0%Sold out
Binnacle Investments Inc0$00.00%−600−100.0%Sold out
Ogorek Anthony Joseph0$00.00%−710−100.0%Sold out