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, Q3 2025
Institutional positions in Lumen Technologies, Inc. as of Sep 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
- 547
- +2 vs. Q2 2025
- Shares held
- 680.1M
- −33.7M (−4.7%) vs. Q2 2025
- Total value
- $4.16B
- +$1.03B (+32.9%) vs. Q2 2025
- New holders
- 80
- 147 more added
- Sold out
- 78
- 165 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alerus Financial NA | 169 | $1.03K | 0.00% | +169 | New |
| Koesten, Hirschmann & Crabtree, INC. | 170 | $1.04K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 175 | $1.07K | 0.00% | −15,250−98.9% | Reduced |
| Kozak & Associates, Inc. | 142 | $1.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 188 | $1.15K | 0.00% | −208−52.5% | Reduced |
| Ameriflex Group, Inc. | 192 | $1.18K | 0.00% | +192 | New |
| Pacific Center for Financial Services | 198 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $1.22K | 0.00% | −600−75.0% | Reduced |
| St Germain D J Co Inc | 212 | $1.30K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 233 | $1.43K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 241 | $1.48K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 242 | $1.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 246 | $1.51K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 250 | $1.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 253 | $1.55K | 0.00% | −35−12.2% | Reduced |
| Armstrong Advisory Group, Inc | 276 | $1.69K | 0.00% | +88+46.8% | Added |
| Investment Research & Advisory Group, Inc. | 299 | $1.83K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 323 | $1.98K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 330 | $2.02K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 340 | $2.08K | 0.00% | +340 | New |
| N.E.W. Advisory Services LLC | 355 | $2.17K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 363 | $2.22K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $2.30K | 0.00% | −646−63.3% | Reduced |
| Fortitude Family Office, LLC | 396 | $2.42K | 0.00% | −64−13.9% | Reduced |
| Holos Integrated Wealth LLC | 379 | $2.49K | 0.00% | −6−1.6% | Reduced |
| Bogart Wealth, LLC | 444 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 450 | $2.75K | 0.00% | −1−0.2% | Reduced |
| Bryn Mawr Trust Co | 453 | $2.77K | 0.00% | +90+24.8% | Added |
| Arlington Trust Co LLC | 474 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $2.92K | 0.00% | −75−13.6% | Reduced |
| Financial Management Professionals, Inc. | 480 | $2.94K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $3.05K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $3.06K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $3.06K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 500 | $3.06K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 500 | $3.06K | 0.00% | +500 | New |
| AXS Investments LLC | 546 | $3.34K | 0.00% | +546 | New |
| LRI Investments, LLC | 562 | $3.44K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 572 | $3.50K | 0.00% | +39+7.3% | Added |
| Ronald Blue Trust, Inc. | 598 | $3.66K | 0.00% | +93+18.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $3.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 605 | $3.70K | 0.00% | −71−10.5% | Reduced |
| Ogorek Anthony Joseph | 686 | $4.00K | 0.00% | +686 | New |
| Harbour Investments, Inc. | 659 | $4.03K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 661 | $4.04K | 0.00% | +661 | New |
| Financial Avengers, Inc. | 717 | $4.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 723 | $4.42K | 0.00% | −27−3.6% | Reduced |
| SWAN Capital LLC | 785 | $4.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 842 | $5.15K | 0.00% | −71−7.8% | Reduced |
| Independence Bank of Kentucky | 869 | $5.32K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $5.99K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $6.07K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,000 | $6.12K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $6.38K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $6.41K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,066 | $6.52K | 0.00% | −706−39.8% | Reduced |
| GWM Advisors LLC | 1,106 | $6.77K | 0.00% | −627−36.2% | Reduced |
| Root Financial Partners, LLC | 1,152 | $7.05K | 0.00% | +1,152 | New |
| Private Wealth Management Group, LLC | 1,211 | $7.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,213 | $7.42K | 0.00% | +333+37.8% | Added |
| GAMMA Investing LLC | 1,228 | $7.51K | 0.00% | +1,177+2,307.8% | Added |
| Geneos Wealth Management Inc. | 1,275 | $7.80K | 0.00% | −262−17.0% | Reduced |
| Avion Wealth | 1,417 | $8.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,426 | $8.70K | 0.00% | −81−5.4% | Reduced |
| Rothschild Investment LLC | 1,629 | $9.97K | 0.00% | −85−5.0% | Reduced |
| Harbor Asset Planning, Inc. | 1,637 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $10.1K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 1,721 | $10.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,808 | $11.1K | 0.00% | −39−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,817 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,883 | $11.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,935 | $11.8K | 0.00% | −1,300−40.2% | Reduced |
| Versant Capital Management, Inc | 1,988 | $12.2K | 0.00% | −5,007−71.6% | Reduced |
| Sachetta, LLC | 2,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,049 | $13.0K | 0.00% | +451+28.2% | Added |
| Larson Financial Group LLC | 2,139 | $13.1K | 0.00% | +580+37.2% | Added |
| Ameritas Advisory Services, LLC | 2,174 | $13.3K | 0.00% | −468−17.7% | Reduced |
| TD Waterhouse Canada Inc. | 2,375 | $14.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,494 | $15.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,513 | $15.4K | 0.00% | +17+0.7% | Added |
| Wealthspire Advisors, LLC | 2,670 | $16.3K | 0.00% | +2,670 | New |
| Plante Moran Financial Advisors, LLC | 2,963 | $18.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,060 | $18.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,175 | $19.4K | 0.00% | −652−17.0% | Reduced |
| Pandora Wealth, Inc. | 3,330 | $20.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,690 | $22.0K | 0.01% | −997−21.3% | Reduced |
| Brown Brothers Harriman & Co | 4,000 | $24.5K | 0.00% | −20−0.5% | Reduced |
| Danske Bank A/S | 4,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,105 | $25.1K | 0.00% | +1,351+49.1% | Added |
| ORG Partners LLC | 4,130 | $25.3K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4,275 | $26.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,747 | $29.1K | 0.00% | −161−3.3% | Reduced |
| Fifth Third Bancorp | 5,343 | $32.7K | 0.00% | +1,051+24.5% | Added |
| Trust Co | 5,543 | $33.9K | 0.00% | +5,543 | New |
| Global Retirement Partners, LLC | 5,594 | $34.2K | 0.00% | −117−2.0% | Reduced |
| Rakuten Securities, Inc. | 6,566 | $40.2K | 0.01% | +5,406+466.0% | Added |
| Parallel Advisors, LLC | 6,614 | $40.5K | 0.00% | −24−0.4% | Reduced |
| Bessemer Group Inc | 7,209 | $43.0K | 0.00% | +968+15.5% | Added |