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, Q4 2025
Institutional positions in Lumen Technologies, Inc. as of Dec 31, 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
- 598
- +58 vs. Q3 2025
- Shares held
- 725.8M
- +46.0M (+6.8%) vs. Q3 2025
- Total value
- $5.64B
- +$1.48B (+35.6%) vs. Q3 2025
- New holders
- 116
- 211 more added
- Sold out
- 58
- 143 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 200 | $1.55K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 212 | $1.65K | 0.00% | +212 | New |
| Torren Management, LLC | 222 | $1.73K | 0.00% | +222 | New |
| Evermay Wealth Management LLC | 233 | $1.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 233 | $1.81K | 0.00% | −247−51.5% | Reduced |
| Golden State Wealth Management, LLC | 241 | $1.87K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 246 | $1.91K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 252 | $1.96K | 0.00% | +252 | New |
| Prestige Wealth Management Group LLC | 253 | $1.96K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 254 | $1.97K | 0.00% | +254 | New |
| IFP Advisors, Inc | 256 | $1.99K | 0.00% | +68+36.2% | Added |
| Avion Wealth | 317 | $2.00K | 0.00% | −1,100−77.6% | Reduced |
| Ogorek Anthony Joseph | 369 | $2.00K | 0.00% | −317−46.2% | Reduced |
| Valley National Advisers Inc | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 262 | $2.04K | 0.00% | +162+162.0% | Added |
| Dunhill Financial, LLC | 264 | $2.05K | 0.00% | +14+5.6% | Added |
| Armstrong Advisory Group, Inc | 276 | $2.15K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 299 | $2.32K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 323 | $2.51K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 340 | $2.64K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 350 | $2.72K | 0.00% | +250+250.0% | Added |
| N.E.W. Advisory Services LLC | 355 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $2.82K | 0.00% | −90−19.9% | Reduced |
| Holos Integrated Wealth LLC | 379 | $2.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $2.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 356 | $2.96K | 0.00% | +300+535.7% | Added |
| Winthrop Capital Management, LLC | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 396 | $3.08K | 0.00% | +33+9.1% | Added |
| Bogart Wealth, LLC | 444 | $3.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 450 | $3.50K | 0.00% | +54+13.6% | Added |
| AXS Investments LLC | 466 | $3.62K | 0.00% | −80−14.7% | Reduced |
| Arlington Trust Co LLC | 474 | $3.68K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 491 | $3.81K | 0.00% | −22,954−97.9% | Reduced |
| Adirondack Trust Co | 500 | $3.88K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $3.88K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 500 | $3.88K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 500 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $3.91K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 551 | $4.00K | 0.00% | +551 | New |
| High Note Wealth, LLC | 516 | $4.01K | 0.00% | −89−14.7% | Reduced |
| Ronald Blue Trust, Inc. | 530 | $4.12K | 0.00% | −68−11.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 547 | $4.25K | 0.00% | +386+239.8% | Added |
| SOA Wealth Advisors, LLC. | 572 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bayban | 581 | $4.51K | 0.00% | +581 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $4.66K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 603 | $4.68K | 0.00% | +603 | New |
| Huntington National Bank | 658 | $5.11K | 0.00% | −65−9.0% | Reduced |
| Basecamp Wealth Advisors LLC | 659 | $5.12K | 0.00% | +659 | New |
| Quent Capital, LLC | 661 | $5.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 680 | $5.28K | 0.00% | +21+3.2% | Added |
| Ameriflex Group, Inc. | 683 | $5.31K | 0.00% | +491+255.7% | Added |
| TD Waterhouse Canada Inc. | 700 | $5.43K | 0.00% | −1,675−70.5% | Reduced |
| Financial Avengers, Inc. | 717 | $5.57K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 723 | $5.62K | 0.00% | +723 | New |
| Bare Financial Services, Inc | 834 | $6.48K | 0.00% | +834 | New |
| Independence Bank of Kentucky | 869 | $6.75K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $7.60K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,000 | $7.77K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,000 | $7.77K | 0.00% | +215+27.4% | Added |
| Founders Capital Management | 1,000 | $7.77K | 0.00% | +1,000 | New |
| Motiv8 Investments LLC | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Signature Resources Capital Management, LLC | 1,043 | $8.10K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $8.14K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,060 | $8.24K | 0.00% | −2,000−65.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,153 | $8.96K | 0.00% | +1,153 | New |
| Adkins Seale Capital Management LLC | 1,156 | $8.99K | 0.01% | +1,156 | New |
| Parkside Financial Bank & Trust | 1,160 | $9.02K | 0.00% | +318+37.8% | Added |
| SageView Advisory Group, LLC | 1,217 | $9.46K | 0.00% | +1,217 | New |
| Massmutual Trust Co FSB | 1,224 | $9.51K | 0.00% | +11+0.9% | Added |
| Clearstead Advisors, LLC | 1,247 | $9.69K | 0.00% | −1,928−60.7% | Reduced |
| Geneos Wealth Management Inc. | 1,275 | $9.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,300 | $10.1K | 0.00% | +89+7.3% | Added |
| MAI Capital Management | 1,369 | $10.6K | 0.00% | +303+28.4% | Added |
| Quarry LP | 1,407 | $10.9K | 0.00% | −16,593−92.2% | Reduced |
| Basepoint Wealth LLC | 1,479 | $11.5K | 0.01% | +1,479 | New |
| SRS Capital Advisors, Inc. | 1,531 | $11.9K | 0.00% | −11,991−88.7% | Reduced |
| National Bank of Canada | 1,658 | $12.8K | 0.00% | +232+16.3% | Added |
| Rothschild Investment LLC | 1,679 | $13.0K | 0.00% | +50+3.1% | Added |
| Generali Asset Management SPA SGR | 1,721 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,817 | $14.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,857 | $14.4K | 0.00% | +705+61.2% | Added |
| Assetmark, Inc | 1,996 | $15.5K | 0.00% | +188+10.4% | Added |
| Sachetta, LLC | 2,000 | $15.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,140 | $16.6K | 0.00% | +152+7.6% | Added |
| Larson Financial Group LLC | 2,302 | $17.9K | 0.00% | +163+7.6% | Added |
| Financial Perspectives, Inc | 2,494 | $19.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,630 | $20.0K | 0.01% | −1,060−28.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,885 | $22.4K | 0.00% | +372+14.8% | Added |
| Plante Moran Financial Advisors, LLC | 3,003 | $23.3K | 0.00% | +40+1.3% | Added |
| Kemnay Advisory Services Inc. | 3,257 | $25.3K | 0.00% | +3,257 | New |
| Pandora Wealth, Inc. | 3,330 | $25.9K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 3,610 | $28.0K | 0.00% | −520−12.6% | Reduced |
| International Assets Investment Management, LLC | 3,880 | $30.1K | 0.00% | +3,880 | New |
| Brown Brothers Harriman & Co | 4,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4,275 | $33.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 5,146 | $40.0K | 0.00% | +1,041+25.4% | Added |
| Trust Co | 5,545 | $43.1K | 0.00% | +20.0% | Added |
| EverSource Wealth Advisors, LLC | 5,563 | $43.2K | 0.00% | +816+17.2% | Added |
| Fifth Third Bancorp | 5,786 | $45.0K | 0.00% | +443+8.3% | Added |
| Los Angeles Capital Management LLC | 4,484 | $46.4K | 0.00% | +4,484 | New |