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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 6,024 | $46.8K | 0.00% | +430+7.7% | Added |
| Hantz Financial Services, Inc. | 6,227 | $48.0K | 0.00% | +6,032+3,093.3% | Added |
| Orion Capital Management LLC | 6,454 | $50.1K | 0.02% | +6,454 | New |
| Salomon & Ludwin, LLC | 6,878 | $52.1K | 0.00% | +15+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 6,935 | $53.9K | 0.00% | +5,000+258.4% | Added |
| Whipplewood Advisors, LLC | 7,182 | $55.8K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 7,882 | $61.2K | 0.00% | +7,882 | New |
| Parallel Advisors, LLC | 8,095 | $62.9K | 0.00% | +1,481+22.4% | Added |
| ORG Wealth Partners, LLC | 8,373 | $65.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,457 | $65.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8,601 | $66.8K | 0.02% | +2,035+31.0% | Added |
| Allworth Financial LP | 8,766 | $68.1K | 0.00% | +517+6.3% | Added |
| Sunbelt Securities, Inc. | 8,803 | $68.4K | 0.00% | −12,668−59.0% | Reduced |
| Employees Retirement System of Texas | 9,292 | $72.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,954 | $73.2K | 0.00% | +13+0.1% | Added |
| Quantum Private Wealth, LLC | 10,000 | $77.7K | 0.02% | −10,000−50.0% | Reduced |
| HM Payson & Co | 10,000 | $77.7K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 10,000 | $77.7K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10,000 | $77.7K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,033 | $78.0K | 0.00% | −192−1.9% | Reduced |
| Quantessence Capital LLC | 10,034 | $78.0K | 0.90% | +10,034 | New |
| Aso Group Ltd | 10,000 | $78.0K | 0.03% | +10,000 | New |
| SJS Investment Consulting Inc. | 10,061 | $78.2K | 0.01% | +61+0.6% | Added |
| Twin Tree Management, LP | 10,180 | $79.1K | 0.01% | +10,180 | New |
| NorthRock Partners, LLC | 10,500 | $81.6K | 0.00% | −2,934−21.8% | Reduced |
| Integrated Wealth Concepts LLC | 10,716 | $83.3K | 0.00% | +10,716 | New |
| Citizens Financial Group Inc | 10,717 | $83.3K | 0.00% | −373−3.4% | Reduced |
| Brinker Capital Investments, LLC | 10,748 | $83.5K | 0.00% | −306−2.8% | Reduced |
| Danske Bank A/S | 10,800 | $83.9K | 0.00% | +6,800+170.0% | Added |
| Polymer Capital Management (US) LLC | 10,862 | $84.4K | 0.01% | −7,904−42.1% | Reduced |
| Brookstone Capital Management | 10,989 | $85.4K | 0.00% | −3,344−23.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,019 | $85.6K | 0.00% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 11,145 | $86.6K | 0.04% | +145+1.3% | Added |
| Kingsview Wealth Management, LLC | 11,554 | $89.8K | 0.00% | +11,554 | New |
| Reuter James Wealth Management, LLC | 12,005 | $93.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 12,182 | $95.0K | 0.00% | +2,509+25.9% | Added |
| DnB Asset Management AS | 12,251 | $95.2K | 0.00% | +12,251 | New |
| Harbor Capital Advisors, Inc. | 12,427 | $97.0K | 0.01% | −212−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 12,491 | $97.1K | 0.01% | −6,150−33.0% | Reduced |
| Harvest Management LLC | 12,540 | $97.4K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 12,604 | $97.9K | 0.00% | +2,213+21.3% | Added |
| Pensionmark Financial Group, LLC | 12,605 | $97.9K | 0.00% | +12,605 | New |
| Fortem Financial Group, LLC | 12,650 | $98.3K | 0.03% | +12,650 | New |
| Vise Technologies, Inc. | 12,780 | $99.3K | 0.00% | +12,780 | New |
| HighPoint Advisor Group LLC | 12,894 | $100.2K | 0.00% | +341+2.7% | Added |
| Sound Income Strategies, LLC | 11,906 | $100.6K | 0.00% | +1,513+14.6% | Added |
| Prelude Capital Management, LLC | 13,066 | $101.5K | 0.01% | −8,256−38.7% | Reduced |
| Keebeck Alpha, LP | 13,066 | $101.5K | 0.27% | −2,868−18.0% | Reduced |
| Wealthfront Advisers LLC | 13,070 | $101.6K | 0.00% | +13,070 | New |
| Invst, LLC | 13,151 | $102.2K | 0.01% | +800+6.5% | Added |
| WealthTrust Axiom LLC | 13,368 | $103.9K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13,584 | $105.5K | 0.03% | +687+5.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,711 | $107.0K | 0.00% | +3,844+39.0% | Added |
| Capital Investment Advisors, LLC | 13,877 | $107.8K | 0.00% | +13,877 | New |
| Tower Research Capital LLC (TRC) | 13,894 | $108.0K | 0.00% | −21,411−60.6% | Reduced |
| Mirabella Financial Services LLP | 13,932 | $108.3K | 0.01% | +13,932 | New |
| Benjamin Edwards Inc | 13,971 | $108.5K | 0.00% | −17,873−56.1% | Reduced |
| Stratos Wealth Partners, LTD. | 14,149 | $109.9K | 0.00% | +12+0.1% | Added |
| bLong Financial, LLC | 14,172 | $110.1K | 0.08% | −2,300−14.0% | Reduced |
| HBK Sorce Advisory LLC | 13,771 | $111.0K | 0.00% | −465−3.3% | Reduced |
| PDS Planning, Inc | 14,308 | $111.2K | 0.01% | +252+1.8% | Added |
| OpenArc Corporate Advisory, LLC | 14,732 | $114.5K | 0.00% | +14,732 | New |
| Keynote Financial Services LLC | 14,791 | $114.9K | 0.06% | +14,791 | New |
| Phoenix Holdings Ltd. | 14,812 | $115.1K | 0.00% | −38,703−72.3% | Reduced |
| J.W. Cole Advisors, Inc. | 17,390 | $115.8K | 0.00% | +5,086+41.3% | Added |
| PharVision Advisers, LLC | 14,916 | $115.9K | 0.06% | +14,916 | New |
| Meeder Advisory Services, Inc. | 15,243 | $118.4K | 0.01% | +1,460+10.6% | Added |
| Prime Capital Investment Advisors, LLC | 15,298 | $118.9K | 0.00% | −243−1.6% | Reduced |
| US Bancorp | 15,486 | $120.3K | 0.00% | +248+1.6% | Added |
| Sowell Financial Services LLC | 15,913 | $123.6K | 0.00% | −3,898−19.7% | Reduced |
| Howe & Rusling Inc | 16,246 | $126.2K | 0.01% | +16,246 | New |
| Wealth Alliance | 16,517 | $128.3K | 0.01% | +2,530+18.1% | Added |
| Pacific Sage Partners, LLC | 16,787 | $130.4K | 0.02% | −6,195−27.0% | Reduced |
| GAMMA Investing LLC | 16,828 | $130.8K | 0.01% | +15,600+1,270.4% | Added |
| Inscription Capital, LLC | 16,875 | $131.1K | 0.01% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 16,940 | $131.6K | 0.02% | +2,066+13.9% | Added |
| Stratos Wealth Advisors, LLC | 17,113 | $133.0K | 0.01% | +2,000+13.2% | Added |
| Kestra Private Wealth Services, LLC | 17,425 | $135.4K | 0.00% | +477+2.8% | Added |
| Forum Financial Management, LP | 17,569 | $136.5K | 0.00% | +17,569 | New |
| Financial Advisory Service, Inc. | 17,733 | $137.8K | 0.01% | +10.0% | Added |
| Smith, Salley & Associates | 17,865 | $138.8K | 0.01% | +10.0% | Added |
| Global View Capital Management LLC | 17,956 | $139.5K | 0.03% | +289+1.6% | Added |
| Breakthru Advisory Services, LLC | 18,004 | $139.9K | 0.09% | −2,076−10.3% | Reduced |
| Signaturefd, LLC | 18,017 | $140.0K | 0.00% | +10,092+127.3% | Added |
| CoreCap Advisors, LLC | 18,079 | $140.5K | 0.00% | +78+0.4% | Added |
| Ritholtz Wealth Management | 18,114 | $140.7K | 0.00% | +2,674+17.3% | Added |
| Secure Asset Management, LLC | 18,386 | $142.9K | 0.02% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 18,416 | $143.8K | 0.00% | +18,416 | New |
| Beto Financial Group, LLC | 16,480 | $147.2K | 0.10% | +16,480 | New |
| Mutual Advisors, LLC | 19,584 | $152.2K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 20,000 | $155.4K | 0.00% | −110,000−84.6% | Reduced |
| Quinn Opportunity Partners LLC | 20,000 | $155.4K | 0.01% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 20,000 | $155.4K | 0.04% | +20,000 | New |
| Truist Financial Corp | 20,177 | $156.8K | 0.00% | +524+2.7% | Added |
| Farther Finance Advisors, LLC | 20,191 | $156.9K | 0.00% | +9,475+88.4% | Added |
| Ballentine Partners, LLC | 20,391 | $158.4K | 0.00% | −6,180−23.3% | Reduced |
| Oppenheimer Asset Management Inc. | 20,821 | $161.8K | 0.00% | +1,417+7.3% | Added |
| Oppenheimer & Co Inc | 20,871 | $162.2K | 0.00% | +100+0.5% | Added |
| PFG Investments, LLC | 21,690 | $168.5K | 0.01% | +23+0.1% | Added |
| Coldstream Capital Management Inc | 21,887 | $170.1K | 0.00% | +1,582+7.8% | Added |