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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 14,681 | $89.8K | 0.00% | −2,795−16.0% | Reduced |
| M&T Bank Corp | 14,330 | $87.8K | 0.00% | −1,495−9.4% | Reduced |
| Brookstone Capital Management | 14,333 | $87.7K | 0.00% | +296+2.1% | Added |
| Arkadios Wealth Advisors | 14,154 | $86.6K | 0.00% | +1,340+10.5% | Added |
| Stratos Wealth Partners, LTD. | 14,137 | $86.5K | 0.00% | +14,137 | New |
| PDS Planning, Inc | 14,056 | $86.0K | 0.01% | +14,056 | New |
| Wealth Alliance | 13,987 | $85.6K | 0.01% | +13,987 | New |
| MRP Capital Investments, LLC | 19,500 | $85.4K | 0.07% | +13,000+200.0% | Added |
| Meeder Advisory Services, Inc. | 13,783 | $84.4K | 0.00% | +2,388+21.0% | Added |
| Diametric Capital, LP | 13,771 | $84.3K | 0.03% | +13,771 | New |
| SRS Capital Advisors, Inc. | 13,522 | $82.8K | 0.00% | +13,354+7,948.8% | Added |
| NorthRock Partners, LLC | 13,434 | $82.2K | 0.00% | −1,552−10.4% | Reduced |
| WealthTrust Axiom LLC | 13,368 | $81.8K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 12,897 | $78.9K | 0.02% | −525−3.9% | Reduced |
| Harbor Capital Advisors, Inc. | 12,639 | $77.0K | 0.01% | +12,639 | New |
| HighPoint Advisor Group LLC | 12,553 | $76.8K | 0.00% | −1,615−11.4% | Reduced |
| Harvest Management LLC | 12,540 | $76.7K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,423 | $76.0K | 0.00% | −502,121−97.6% | Reduced |
| Invst, LLC | 12,351 | $75.6K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,304 | $75.3K | 0.00% | −1,313−9.6% | Reduced |
| Reuter James Wealth Management, LLC | 12,005 | $73.5K | 0.01% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 12,000 | $73.4K | 0.02% | +12,000 | New |
| Lido Advisors, LLC | 11,941 | $73.1K | 0.00% | −1,626−12.0% | Reduced |
| Sound Income Strategies, LLC | 10,393 | $71.2K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 11,090 | $67.9K | 0.00% | +11,090 | New |
| Brinker Capital Investments, LLC | 11,054 | $67.6K | 0.00% | −17,505−61.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,019 | $67.4K | 0.00% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 11,000 | $67.3K | 0.03% | +11,000 | New |
| Trust Point Inc. | 10,907 | $66.8K | 0.01% | +10,907 | New |
| Farther Finance Advisors, LLC | 10,716 | $65.6K | 0.00% | +4,762+80.0% | Added |
| Crestwood Advisors Group LLC | 10,439 | $63.9K | 0.00% | +10,439 | New |
| Resources Investment Advisors, LLC. | 10,391 | $63.6K | 0.00% | −1,089−9.5% | Reduced |
| Empirical Finance, LLC | 10,225 | $62.6K | 0.00% | −22−0.2% | Reduced |
| FreeGulliver LLC | 10,083 | $61.7K | 0.03% | +83+0.8% | Added |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,867 | $60.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,673 | $59.0K | 0.00% | +1,606+19.9% | Added |
| Employees Retirement System of Texas | 9,292 | $57.0K | 0.00% | +9,292 | New |
| AdvisorNet Financial, Inc | 8,457 | $51.8K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 8,373 | $51.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,249 | $50.5K | 0.00% | −1,877−18.5% | Reduced |
| Signaturefd, LLC | 7,925 | $48.5K | 0.00% | +82+1.0% | Added |
| Salomon & Ludwin, LLC | 6,863 | $45.0K | 0.00% | +6,825+17,960.5% | Added |
| Whipplewood Advisors, LLC | 7,182 | $44.0K | 0.03% | −5,000−41.0% | Reduced |
| Bessemer Group Inc | 7,209 | $43.0K | 0.00% | +968+15.5% | Added |
| Parallel Advisors, LLC | 6,614 | $40.5K | 0.00% | −24−0.4% | Reduced |
| Rakuten Securities, Inc. | 6,566 | $40.2K | 0.01% | +5,406+466.0% | Added |
| Global Retirement Partners, LLC | 5,594 | $34.2K | 0.00% | −117−2.0% | Reduced |
| Trust Co | 5,543 | $33.9K | 0.00% | +5,543 | New |
| Fifth Third Bancorp | 5,343 | $32.7K | 0.00% | +1,051+24.5% | Added |
| EverSource Wealth Advisors, LLC | 4,747 | $29.1K | 0.00% | −161−3.3% | Reduced |
| Legacy Wealth Managment, LLC | 4,275 | $26.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 4,130 | $25.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,105 | $25.1K | 0.00% | +1,351+49.1% | Added |
| 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 |
| Covestor Ltd | 3,690 | $22.0K | 0.01% | −997−21.3% | Reduced |
| Pandora Wealth, Inc. | 3,330 | $20.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,175 | $19.4K | 0.00% | −652−17.0% | Reduced |
| Ancora Advisors, LLC | 3,060 | $18.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,963 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,670 | $16.3K | 0.00% | +2,670 | New |
| CIBC Private Wealth Group, LLC | 2,513 | $15.4K | 0.00% | +17+0.7% | Added |
| Financial Perspectives, Inc | 2,494 | $15.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,375 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,174 | $13.3K | 0.00% | −468−17.7% | Reduced |
| Larson Financial Group LLC | 2,139 | $13.1K | 0.00% | +580+37.2% | Added |
| Ci Investments Inc. | 2,049 | $13.0K | 0.00% | +451+28.2% | Added |
| Sachetta, LLC | 2,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,988 | $12.2K | 0.00% | −5,007−71.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,935 | $11.8K | 0.00% | −1,300−40.2% | Reduced |
| Rise Advisors, LLC | 1,883 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,817 | $11.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,808 | $11.1K | 0.00% | −39−2.1% | Reduced |
| Generali Asset Management SPA SGR | 1,721 | $10.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $10.1K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,637 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,629 | $9.97K | 0.00% | −85−5.0% | Reduced |
| National Bank of Canada | 1,426 | $8.70K | 0.00% | −81−5.4% | Reduced |
| Avion Wealth | 1,417 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,275 | $7.80K | 0.00% | −262−17.0% | Reduced |
| GAMMA Investing LLC | 1,228 | $7.51K | 0.00% | +1,177+2,307.8% | Added |
| Massmutual Trust Co FSB | 1,213 | $7.42K | 0.00% | +333+37.8% | Added |
| Private Wealth Management Group, LLC | 1,211 | $7.41K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,152 | $7.05K | 0.00% | +1,152 | New |
| GWM Advisors LLC | 1,106 | $6.77K | 0.00% | −627−36.2% | Reduced |
| MAI Capital Management | 1,066 | $6.52K | 0.00% | −706−39.8% | Reduced |
| North Star Investment Management Corp. | 1,048 | $6.41K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $6.38K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,000 | $6.12K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $6.07K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $5.99K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 869 | $5.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 842 | $5.15K | 0.00% | −71−7.8% | Reduced |
| SWAN Capital LLC | 785 | $4.80K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 723 | $4.42K | 0.00% | −27−3.6% | Reduced |