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 |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 7,182 | $44.0K | 0.03% | −5,000−41.0% | Reduced |
| Salomon & Ludwin, LLC | 6,863 | $45.0K | 0.00% | +6,825+17,960.5% | Added |
| Signaturefd, LLC | 7,925 | $48.5K | 0.00% | +82+1.0% | Added |
| Allworth Financial LP | 8,249 | $50.5K | 0.00% | −1,877−18.5% | Reduced |
| ORG Wealth Partners, LLC | 8,373 | $51.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,457 | $51.8K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 9,292 | $57.0K | 0.00% | +9,292 | New |
| CWM, LLC | 9,673 | $59.0K | 0.00% | +1,606+19.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,867 | $60.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10,000 | $61.2K | 0.01% | −55−0.5% | Reduced |
| BancorpSouth Bank | 10,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10,000 | $61.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 10,000 | $61.2K | 0.00% | +10,000 | New |
| FreeGulliver LLC | 10,083 | $61.7K | 0.03% | +83+0.8% | Added |
| Empirical Finance, LLC | 10,225 | $62.6K | 0.00% | −22−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 10,391 | $63.6K | 0.00% | −1,089−9.5% | Reduced |
| Crestwood Advisors Group LLC | 10,439 | $63.9K | 0.00% | +10,439 | New |
| Farther Finance Advisors, LLC | 10,716 | $65.6K | 0.00% | +4,762+80.0% | Added |
| Trust Point Inc. | 10,907 | $66.8K | 0.01% | +10,907 | New |
| Armstrong, Fleming & Moore, Inc | 11,000 | $67.3K | 0.03% | +11,000 | New |
| Williams Jones Wealth Management, LLC. | 11,019 | $67.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,054 | $67.6K | 0.00% | −17,505−61.3% | Reduced |
| Citizens Financial Group Inc | 11,090 | $67.9K | 0.00% | +11,090 | New |
| Sound Income Strategies, LLC | 10,393 | $71.2K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,941 | $73.1K | 0.00% | −1,626−12.0% | Reduced |
| Hamilton Wealth, LLC | 12,000 | $73.4K | 0.02% | +12,000 | New |
| Reuter James Wealth Management, LLC | 12,005 | $73.5K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,304 | $75.3K | 0.00% | −1,313−9.6% | Reduced |
| Invst, LLC | 12,351 | $75.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,423 | $76.0K | 0.00% | −502,121−97.6% | Reduced |
| Harvest Management LLC | 12,540 | $76.7K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 12,553 | $76.8K | 0.00% | −1,615−11.4% | Reduced |
| Harbor Capital Advisors, Inc. | 12,639 | $77.0K | 0.01% | +12,639 | New |
| Wellington Shields & Co., LLC | 12,897 | $78.9K | 0.02% | −525−3.9% | Reduced |
| WealthTrust Axiom LLC | 13,368 | $81.8K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 13,434 | $82.2K | 0.00% | −1,552−10.4% | Reduced |
| SRS Capital Advisors, Inc. | 13,522 | $82.8K | 0.00% | +13,354+7,948.8% | Added |
| Diametric Capital, LP | 13,771 | $84.3K | 0.03% | +13,771 | New |
| Meeder Advisory Services, Inc. | 13,783 | $84.4K | 0.00% | +2,388+21.0% | Added |
| MRP Capital Investments, LLC | 19,500 | $85.4K | 0.07% | +13,000+200.0% | Added |
| Wealth Alliance | 13,987 | $85.6K | 0.01% | +13,987 | New |
| PDS Planning, Inc | 14,056 | $86.0K | 0.01% | +14,056 | New |
| Stratos Wealth Partners, LTD. | 14,137 | $86.5K | 0.00% | +14,137 | New |
| Arkadios Wealth Advisors | 14,154 | $86.6K | 0.00% | +1,340+10.5% | Added |
| Brookstone Capital Management | 14,333 | $87.7K | 0.00% | +296+2.1% | Added |
| M&T Bank Corp | 14,330 | $87.8K | 0.00% | −1,495−9.4% | Reduced |
| Kestra Advisory Services, LLC | 14,681 | $89.8K | 0.00% | −2,795−16.0% | Reduced |
| Sawgrass Asset Management LLC | 14,874 | $91.0K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 15,001 | $91.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 15,113 | $92.5K | 0.00% | +4,000+36.0% | Added |
| US Bancorp | 15,238 | $93.3K | 0.00% | +533+3.6% | Added |
| Ritholtz Wealth Management | 15,440 | $94.5K | 0.00% | +15,440 | New |
| Juncture Wealth Strategies, LLC | 15,499 | $94.9K | 0.03% | +15,499 | New |
| Prime Capital Investment Advisors, LLC | 15,541 | $95.1K | 0.00% | +74+0.5% | Added |
| GTS Securities LLC | 15,708 | $96.1K | 0.00% | +15,708 | New |
| Ethic Inc. | 15,797 | $96.7K | 0.00% | −4,908−23.7% | Reduced |
| Keebeck Alpha, LP | 15,934 | $97.5K | 0.14% | +15,934 | New |
| Coastal Bridge Advisors, LLC | 16,019 | $98.0K | 0.01% | +253+1.6% | Added |
| IFG Advisory, LLC | 16,298 | $99.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 16,551 | $100.0K | 0.00% | −5,382−24.5% | Reduced |
| Insigneo Advisory Services, LLC | 16,393 | $100.3K | 0.01% | +1,824+12.5% | Added |
| bLong Financial, LLC | 16,472 | $100.8K | 0.07% | −1,200−6.8% | Reduced |
| Bank of Nova Scotia | 16,656 | $101.9K | 0.00% | −275−1.6% | Reduced |
| Inscription Capital, LLC | 16,875 | $103.3K | 0.01% | +16,875 | New |
| HBK Sorce Advisory LLC | 14,236 | $103.5K | 0.00% | −159−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 16,948 | $103.7K | 0.00% | −3,161−15.7% | Reduced |
| Global View Capital Management LLC | 17,667 | $108.1K | 0.02% | −45−0.3% | Reduced |
| Financial Advisory Service, Inc. | 17,732 | $108.5K | 0.01% | 00.0% | Unchanged |
| Smith, Salley & Associates | 17,864 | $109.3K | 0.01% | +17,864 | New |
| Quarry LP | 18,000 | $110.2K | 0.03% | +17,884+15,417.2% | Added |
| CoreCap Advisors, LLC | 18,001 | $110.2K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 18,386 | $111.6K | 0.02% | −100−0.5% | Reduced |
| Vident Advisory, LLC | 18,278 | $111.9K | 0.00% | +18,278 | New |
| Cornerstone Wealth Management, LLC | 18,641 | $114.1K | 0.01% | +360+2.0% | Added |
| Polymer Capital Management (US) LLC | 18,766 | $114.8K | 0.02% | +18,766 | New |
| Callan Family Office, LLC | 18,840 | $115.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 19,404 | $118.8K | 0.00% | +19,404 | New |
| Truist Financial Corp | 19,653 | $120.3K | 0.00% | −561−2.8% | Reduced |
| Sowell Financial Services LLC | 19,811 | $121.2K | 0.00% | +19,811 | New |
| Quinn Opportunity Partners LLC | 20,000 | $122.4K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $122.4K | 0.04% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 20,080 | $122.9K | 0.08% | +20,080 | New |
| Envestnet Asset Management Inc | 20,108 | $123.1K | 0.00% | −14,460−41.8% | Reduced |
| Coldstream Capital Management Inc | 20,305 | $124.3K | 0.00% | +20,305 | New |
| Garden State Investment Advisory Services LLC | 20,700 | $126.7K | 0.03% | +20,700 | New |
| Oppenheimer & Co Inc | 20,771 | $127.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21,024 | $128.7K | 0.00% | −3,239−13.3% | Reduced |
| Smartleaf Asset Management LLC | 22,102 | $130.2K | 0.01% | +7,771+54.2% | Added |
| Prelude Capital Management, LLC | 21,322 | $130.5K | 0.01% | +21,322 | New |
| Sunbelt Securities, Inc. | 21,471 | $131.4K | 0.01% | −653−3.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,573 | $132.0K | 0.02% | +1,971+10.1% | Added |
| PFG Investments, LLC | 21,667 | $132.6K | 0.01% | −477−2.2% | Reduced |
| Deseret Mutual Benefit Administrators | 22,546 | $138.0K | 0.06% | +5,843+35.0% | Added |
| Pacific Sage Partners, LLC | 22,982 | $140.7K | 0.02% | −735−3.1% | Reduced |
| Independent Advisor Alliance | 23,205 | $142.0K | 0.00% | +252+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 23,445 | $143.5K | 0.02% | −100−0.4% | Reduced |
| Merit Financial Group, LLC | 24,633 | $150.8K | 0.00% | +2,079+9.2% | Added |
| Rockefeller Capital Management L.P. | 24,646 | $150.8K | 0.00% | +24,646 | New |
| Mutual Advisors, LLC | 19,584 | $152.6K | 0.00% | +44+0.2% | Added |
| Abel Hall, LLC | 25,014 | $153.1K | 0.06% | +7,788+45.2% | Added |