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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 25,238 | $154.5K | 0.00% | +1,057+4.4% | Added |
| AE Wealth Management LLC | 25,453 | $155.8K | 0.00% | +4,480+21.4% | Added |
| Kovitz Investment Group Partners, LLC | 25,762 | $157.7K | 0.00% | +511+2.0% | Added |
| Ballentine Partners, LLC | 26,571 | $162.6K | 0.00% | −102−0.4% | Reduced |
| Glenmede Investment Management, LP | 28,352 | $173.5K | 0.00% | +66+0.2% | Added |
| Jones Financial Companies LLLP | 30,863 | $182.7K | 0.00% | −155−0.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 30,407 | $186.1K | 0.01% | −20.0% | Reduced |
| SBI Securities Co., Ltd. | 30,459 | $186.4K | 0.00% | −4,480−12.8% | Reduced |
| KBC Group NV | 31,431 | $192.0K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 28,253 | $193.5K | 0.07% | −1,827−6.1% | Reduced |
| Benjamin Edwards Inc | 31,844 | $194.9K | 0.00% | +31,844 | New |
| Strategic Financial Concepts, LLC | 31,920 | $195.3K | 0.03% | −800−2.4% | Reduced |
| Hudson Bay Capital Management LP | 32,340 | $197.9K | 0.00% | +16,740+107.3% | Added |
| Net Worth Advisory Group | 33,100 | $202.6K | 0.06% | +33,100 | New |
| Everence Capital Management Inc | 34,620 | $212.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 34,713 | $212.4K | 0.00% | +14,782+74.2% | Added |
| Cerity Partners LLC | 35,247 | $215.7K | 0.00% | +16,210+85.1% | Added |
| Tower Research Capital LLC (TRC) | 35,305 | $216.1K | 0.01% | −222,901−86.3% | Reduced |
| Sage Rhino Capital LLC | 35,453 | $217.0K | 0.04% | +6,113+20.8% | Added |
| Spire Wealth Management | 35,677 | $218.3K | 0.01% | +31,377+729.7% | Added |
| Shelton Capital Management | 36,782 | $225.1K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 37,008 | $226.5K | 0.00% | +10,883+41.7% | Added |
| Nomura Asset Management Co Ltd | 38,800 | $237.5K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 39,144 | $239.6K | 0.05% | −1,319−3.3% | Reduced |
| DRW Securities, LLC | 39,865 | $244.0K | 0.01% | −29,689−42.7% | Reduced |
| Straight Path Wealth Management | 40,000 | $244.8K | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 41,760 | $255.6K | 0.00% | +25,717+160.3% | Added |
| Nisa Investment Advisors, LLC | 42,595 | $260.7K | 0.00% | +2,151+5.3% | Added |
| Profund Advisors LLC | 42,755 | $261.7K | 0.01% | −3,316−7.2% | Reduced |
| Swiss Life Asset Management Ltd | 44,367 | $271.5K | 0.00% | +18,620+72.3% | Added |
| Storebrand Asset Management AS | 45,937 | $281.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 52,163 | $319.0K | 0.00% | −10,768−17.1% | Reduced |
| Private Advisor Group, LLC | 53,057 | $324.7K | 0.00% | +14,099+36.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,458 | $327.2K | 0.01% | +7,539+16.4% | Added |
| Phoenix Holdings Ltd. | 53,515 | $327.5K | 0.00% | +1,473+2.8% | Added |
| CI Private Wealth, LLC | 55,075 | $337.1K | 0.00% | +22,664+69.9% | Added |
| Atomi Financial Group, Inc. | 55,684 | $340.8K | 0.01% | +1,978+3.7% | Added |
| Mercer Global Advisors Inc | 55,751 | $341.2K | 0.00% | +2,592+4.9% | Added |
| Baird Financial Group, Inc. | 55,998 | $342.7K | 0.00% | +24,590+78.3% | Added |
| Chicago Partners Investment Group LLC | 34,152 | $343.2K | 0.01% | +31+0.1% | Added |
| SS&H Financial Advisors, Inc. | 56,943 | $348.5K | 0.11% | +56,943 | New |
| Evergreen Capital Management LLC | 57,614 | $352.6K | 0.01% | +26,122+82.9% | Added |
| State of Wyoming | 58,187 | $356.1K | 0.04% | +56,812+4,131.8% | Added |
| Nations Financial Group Inc, | 59,672 | $365.2K | 0.02% | −6,450−9.8% | Reduced |
| Crossmark Global Holdings, Inc. | 60,369 | $369.5K | 0.01% | +250.0% | Added |
| CIBC Asset Management Inc | 61,076 | $373.8K | 0.00% | −2,926−4.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 63,202 | $386.8K | 0.01% | +520+0.8% | Added |
| XTX Topco Ltd | 63,717 | $389.9K | 0.02% | −78,976−55.3% | Reduced |
| Lazard Asset Management LLC | 64,032 | $391.9K | 0.00% | +56,499+750.0% | Added |
| Guggenheim Capital LLC | 64,427 | $394.3K | 0.00% | +18,937+41.6% | Added |
| Advisory Services Network, LLC | 64,837 | $396.8K | 0.01% | +2,819+4.5% | Added |
| Neuberger Berman Group LLC | 65,637 | $401.7K | 0.00% | −1,935−2.9% | Reduced |
| Southeast Asset Advisors Inc. | 66,999 | $410.0K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 67,222 | $411.4K | 0.00% | +955+1.4% | Added |
| JustInvest LLC | 67,369 | $412.3K | 0.00% | +512+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 68,477 | $419.1K | 0.00% | +41,631+155.1% | Added |
| The PNC Financial Services Group, Inc. | 68,784 | $421.0K | 0.00% | +15,558+29.2% | Added |
| Schonfeld Strategic Advisors LLC | 68,802 | $421.1K | 0.00% | +68,802 | New |
| Captrust Financial Advisors | 69,300 | $424.1K | 0.00% | +24,207+53.7% | Added |
| MML Investors Services, LLC | 71,652 | $438.5K | 0.00% | +8,221+13.0% | Added |
| Sterling Capital Management LLC | 74,241 | $454.4K | 0.01% | +69,210+1,375.7% | Added |
| IMC-Chicago, LLC | 74,611 | $456.6K | 0.01% | +74,611 | New |
| Mariner Investment Group LLC | 75,000 | $459.0K | 0.14% | 00.0% | Unchanged |
| Shay Capital LLC | 75,000 | $459.0K | 0.08% | +75,000 | New |
| Left Brain Wealth Management, LLC | 75,000 | $459.0K | 0.14% | +75,000 | New |
| Counterpoint Mutual Funds LLC | 75,016 | $459.1K | 0.04% | −987−1.3% | Reduced |
| Quantinno Capital Management LP | 75,363 | $461.2K | 0.00% | +65,297+648.7% | Added |
| Xponance, Inc. | 75,686 | $463.2K | 0.00% | +1,273+1.7% | Added |
| Lee Danner & Bass Inc | 75,730 | $463.5K | 0.03% | −335−0.4% | Reduced |
| Cidel Asset Management Inc | 75,999 | $465.1K | 0.03% | +6,245+9.0% | Added |
| Bryce Point Capital, LLC | 77,673 | $475.4K | 0.58% | +39,033+101.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 77,673 | $477.9K | 0.00% | −1,058−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 79,737 | $488.0K | 0.01% | −17,707−18.2% | Reduced |
| Atria Investments LLC | 80,512 | $492.7K | 0.01% | +9,288+13.0% | Added |
| Stifel Financial Corp | 80,883 | $495.0K | 0.00% | −10,453−11.4% | Reduced |
| Empowered Funds, LLC | 83,386 | $510.3K | 0.01% | +3,163+3.9% | Added |
| Argent Advisors, Inc. | 91,062 | $557.3K | 0.16% | +1,757+2.0% | Added |
| Green Square Capital Advisors LLC | 127,552 | $558.7K | 0.07% | 00.0% | Unchanged |
| GK Wealth Management LLC | 92,246 | $564.5K | 0.42% | +92,246 | New |
| SEI Investments Co | 98,688 | $604.0K | 0.00% | +206+0.2% | Added |
| Public Employees Retirement Association of Colorado | 99,547 | $609.0K | 0.00% | −4,750−4.6% | Reduced |
| CIBC Bancorp USA Inc. | 101,740 | $622.6K | 0.00% | +101,740 | New |
| Landscape Capital Management, L.L.C. | 102,446 | $627.0K | 0.04% | +102,446 | New |
| American Century Companies Inc | 104,149 | $637.4K | 0.00% | +5,906+6.0% | Added |
| Mutual of America Capital Management LLC | 105,749 | $647.2K | 0.01% | −26,039−19.8% | Reduced |
| Numerai GP LLC | 106,707 | $653.0K | 0.09% | +106,707 | New |
| Argent Trust Co | 107,304 | $656.7K | 0.02% | −854−0.8% | Reduced |
| Mackenzie Financial Corp | 109,437 | $669.8K | 0.00% | +9,629+9.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 117,284 | $717.8K | 0.00% | −10,511−8.2% | Reduced |
| Aristides Capital LLC | 117,448 | $718.8K | 0.21% | +117,448 | New |
| SOL Capital Management CO | 120,805 | $739.0K | 0.07% | +14,500+13.6% | Added |
| First Citizens Bank & Trust Co | 122,132 | $747.4K | 0.02% | −10,594−8.0% | Reduced |
| AQR Capital Management LLC | 125,999 | $749.1K | 0.00% | −77,980−38.2% | Reduced |
| Engineers Gate Manager LP | 122,771 | $751.4K | 0.01% | −133,543−52.1% | Reduced |
| Madison Asset Management, LLC | 124,000 | $758.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 129,981 | $765.6K | 0.02% | +92,796+249.6% | Added |
| Teacher Retirement System of Texas | 127,560 | $780.7K | 0.00% | −20,283−13.7% | Reduced |
| Compagnie Lombard Odier SCmA | 130,000 | $795.6K | 0.01% | −70,000−35.0% | Reduced |
| Cetera Investment Advisers | 130,427 | $798.2K | 0.00% | +10,754+9.0% | Added |
| Panagora Asset Management Inc | 132,483 | $810.8K | 0.00% | −230,777−63.5% | Reduced |