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 | 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, 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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 63,202 | $386.8K | 0.01% | +520+0.8% | Added |
| CIBC Asset Management Inc | 61,076 | $373.8K | 0.00% | −2,926−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 60,369 | $369.5K | 0.01% | +250.0% | Added |
| Nations Financial Group Inc, | 59,672 | $365.2K | 0.02% | −6,450−9.8% | Reduced |
| State of Wyoming | 58,187 | $356.1K | 0.04% | +56,812+4,131.8% | Added |
| Evergreen Capital Management LLC | 57,614 | $352.6K | 0.01% | +26,122+82.9% | Added |
| SS&H Financial Advisors, Inc. | 56,943 | $348.5K | 0.11% | +56,943 | New |
| Chicago Partners Investment Group LLC | 34,152 | $343.2K | 0.01% | +31+0.1% | Added |
| Baird Financial Group, Inc. | 55,998 | $342.7K | 0.00% | +24,590+78.3% | Added |
| Mercer Global Advisors Inc | 55,751 | $341.2K | 0.00% | +2,592+4.9% | Added |
| Atomi Financial Group, Inc. | 55,684 | $340.8K | 0.01% | +1,978+3.7% | Added |
| CI Private Wealth, LLC | 55,075 | $337.1K | 0.00% | +22,664+69.9% | Added |
| Phoenix Holdings Ltd. | 53,515 | $327.5K | 0.00% | +1,473+2.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,458 | $327.2K | 0.01% | +7,539+16.4% | Added |
| Private Advisor Group, LLC | 53,057 | $324.7K | 0.00% | +14,099+36.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,163 | $319.0K | 0.00% | −10,768−17.1% | Reduced |
| Storebrand Asset Management AS | 45,937 | $281.1K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 44,367 | $271.5K | 0.00% | +18,620+72.3% | Added |
| Profund Advisors LLC | 42,755 | $261.7K | 0.01% | −3,316−7.2% | Reduced |
| Nisa Investment Advisors, LLC | 42,595 | $260.7K | 0.00% | +2,151+5.3% | Added |
| Sanctuary Advisors, LLC | 41,760 | $255.6K | 0.00% | +25,717+160.3% | Added |
| Straight Path Wealth Management | 40,000 | $244.8K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 39,865 | $244.0K | 0.01% | −29,689−42.7% | Reduced |
| Humankind Investments LLC | 39,144 | $239.6K | 0.05% | −1,319−3.3% | Reduced |
| Nomura Asset Management Co Ltd | 38,800 | $237.5K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 37,008 | $226.5K | 0.00% | +10,883+41.7% | Added |
| Shelton Capital Management | 36,782 | $225.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35,677 | $218.3K | 0.01% | +31,377+729.7% | Added |
| Sage Rhino Capital LLC | 35,453 | $217.0K | 0.04% | +6,113+20.8% | Added |
| Tower Research Capital LLC (TRC) | 35,305 | $216.1K | 0.01% | −222,901−86.3% | Reduced |
| Cerity Partners LLC | 35,247 | $215.7K | 0.00% | +16,210+85.1% | Added |
| Toroso Investments, LLC | 34,713 | $212.4K | 0.00% | +14,782+74.2% | Added |
| Everence Capital Management Inc | 34,620 | $212.0K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 33,100 | $202.6K | 0.06% | +33,100 | New |
| Hudson Bay Capital Management LP | 32,340 | $197.9K | 0.00% | +16,740+107.3% | Added |
| Strategic Financial Concepts, LLC | 31,920 | $195.3K | 0.03% | −800−2.4% | Reduced |
| Benjamin Edwards Inc | 31,844 | $194.9K | 0.00% | +31,844 | New |
| Revisor Wealth Management LLC | 28,253 | $193.5K | 0.07% | −1,827−6.1% | Reduced |
| KBC Group NV | 31,431 | $192.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 30,459 | $186.4K | 0.00% | −4,480−12.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 30,407 | $186.1K | 0.01% | −20.0% | Reduced |
| Jones Financial Companies LLLP | 30,863 | $182.7K | 0.00% | −155−0.5% | Reduced |
| Glenmede Investment Management, LP | 28,352 | $173.5K | 0.00% | +66+0.2% | Added |
| Ballentine Partners, LLC | 26,571 | $162.6K | 0.00% | −102−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,762 | $157.7K | 0.00% | +511+2.0% | Added |
| AE Wealth Management LLC | 25,453 | $155.8K | 0.00% | +4,480+21.4% | Added |
| Steward Partners Investment Advisory, LLC | 25,238 | $154.5K | 0.00% | +1,057+4.4% | Added |
| Abel Hall, LLC | 25,014 | $153.1K | 0.06% | +7,788+45.2% | Added |
| Mutual Advisors, LLC | 19,584 | $152.6K | 0.00% | +44+0.2% | Added |
| Rockefeller Capital Management L.P. | 24,646 | $150.8K | 0.00% | +24,646 | New |
| Merit Financial Group, LLC | 24,633 | $150.8K | 0.00% | +2,079+9.2% | Added |
| Newbridge Financial Services Group, Inc. | 23,445 | $143.5K | 0.02% | −100−0.4% | Reduced |
| Independent Advisor Alliance | 23,205 | $142.0K | 0.00% | +252+1.1% | Added |
| Pacific Sage Partners, LLC | 22,982 | $140.7K | 0.02% | −735−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 22,546 | $138.0K | 0.06% | +5,843+35.0% | Added |
| PFG Investments, LLC | 21,667 | $132.6K | 0.01% | −477−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,573 | $132.0K | 0.02% | +1,971+10.1% | Added |
| Sunbelt Securities, Inc. | 21,471 | $131.4K | 0.01% | −653−3.0% | Reduced |
| Prelude Capital Management, LLC | 21,322 | $130.5K | 0.01% | +21,322 | New |
| Smartleaf Asset Management LLC | 22,102 | $130.2K | 0.01% | +7,771+54.2% | Added |
| Northwestern Mutual Wealth Management Co | 21,024 | $128.7K | 0.00% | −3,239−13.3% | Reduced |
| Oppenheimer & Co Inc | 20,771 | $127.1K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 20,700 | $126.7K | 0.03% | +20,700 | New |
| Coldstream Capital Management Inc | 20,305 | $124.3K | 0.00% | +20,305 | New |
| Envestnet Asset Management Inc | 20,108 | $123.1K | 0.00% | −14,460−41.8% | Reduced |
| Breakthru Advisory Services, LLC | 20,080 | $122.9K | 0.08% | +20,080 | 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 |
| Sowell Financial Services LLC | 19,811 | $121.2K | 0.00% | +19,811 | New |
| Truist Financial Corp | 19,653 | $120.3K | 0.00% | −561−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 19,404 | $118.8K | 0.00% | +19,404 | New |
| Callan Family Office, LLC | 18,840 | $115.3K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 18,766 | $114.8K | 0.02% | +18,766 | New |
| Cornerstone Wealth Management, LLC | 18,641 | $114.1K | 0.01% | +360+2.0% | Added |
| Vident Advisory, LLC | 18,278 | $111.9K | 0.00% | +18,278 | New |
| Secure Asset Management, LLC | 18,386 | $111.6K | 0.02% | −100−0.5% | Reduced |
| CoreCap Advisors, LLC | 18,001 | $110.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18,000 | $110.2K | 0.03% | +17,884+15,417.2% | Added |
| Smith, Salley & Associates | 17,864 | $109.3K | 0.01% | +17,864 | New |
| Financial Advisory Service, Inc. | 17,732 | $108.5K | 0.01% | 00.0% | Unchanged |
| Global View Capital Management LLC | 17,667 | $108.1K | 0.02% | −45−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 16,948 | $103.7K | 0.00% | −3,161−15.7% | Reduced |
| HBK Sorce Advisory LLC | 14,236 | $103.5K | 0.00% | −159−1.1% | Reduced |
| Inscription Capital, LLC | 16,875 | $103.3K | 0.01% | +16,875 | New |
| Bank of Nova Scotia | 16,656 | $101.9K | 0.00% | −275−1.6% | Reduced |
| bLong Financial, LLC | 16,472 | $100.8K | 0.07% | −1,200−6.8% | Reduced |
| Insigneo Advisory Services, LLC | 16,393 | $100.3K | 0.01% | +1,824+12.5% | Added |
| Acadian Asset Management LLC | 16,551 | $100.0K | 0.00% | −5,382−24.5% | Reduced |
| IFG Advisory, LLC | 16,298 | $99.7K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 16,019 | $98.0K | 0.01% | +253+1.6% | Added |
| Keebeck Alpha, LP | 15,934 | $97.5K | 0.14% | +15,934 | New |
| Ethic Inc. | 15,797 | $96.7K | 0.00% | −4,908−23.7% | Reduced |
| GTS Securities LLC | 15,708 | $96.1K | 0.00% | +15,708 | New |
| Prime Capital Investment Advisors, LLC | 15,541 | $95.1K | 0.00% | +74+0.5% | Added |
| Juncture Wealth Strategies, LLC | 15,499 | $94.9K | 0.03% | +15,499 | New |
| Ritholtz Wealth Management | 15,440 | $94.5K | 0.00% | +15,440 | New |
| US Bancorp | 15,238 | $93.3K | 0.00% | +533+3.6% | Added |
| Stratos Wealth Advisors, LLC | 15,113 | $92.5K | 0.00% | +4,000+36.0% | Added |
| Robertson Stephens Wealth Management, LLC | 15,001 | $91.8K | 0.00% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 14,874 | $91.0K | 0.01% | 00.0% | Unchanged |