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 | 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, 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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 20,391 | $158.4K | 0.00% | −6,180−23.3% | Reduced |
| Farther Finance Advisors, LLC | 20,191 | $156.9K | 0.00% | +9,475+88.4% | Added |
| Truist Financial Corp | 20,177 | $156.8K | 0.00% | +524+2.7% | Added |
| 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 |
| Mutual Advisors, LLC | 19,584 | $152.2K | 0.00% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 16,480 | $147.2K | 0.10% | +16,480 | New |
| Eurizon Capital SGR S.p.A. | 18,416 | $143.8K | 0.00% | +18,416 | New |
| Secure Asset Management, LLC | 18,386 | $142.9K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 18,114 | $140.7K | 0.00% | +2,674+17.3% | Added |
| CoreCap Advisors, LLC | 18,079 | $140.5K | 0.00% | +78+0.4% | Added |
| Signaturefd, LLC | 18,017 | $140.0K | 0.00% | +10,092+127.3% | Added |
| Breakthru Advisory Services, LLC | 18,004 | $139.9K | 0.09% | −2,076−10.3% | Reduced |
| Global View Capital Management LLC | 17,956 | $139.5K | 0.03% | +289+1.6% | Added |
| Smith, Salley & Associates | 17,865 | $138.8K | 0.01% | +10.0% | Added |
| Financial Advisory Service, Inc. | 17,733 | $137.8K | 0.01% | +10.0% | Added |
| Forum Financial Management, LP | 17,569 | $136.5K | 0.00% | +17,569 | New |
| Kestra Private Wealth Services, LLC | 17,425 | $135.4K | 0.00% | +477+2.8% | Added |
| Stratos Wealth Advisors, LLC | 17,113 | $133.0K | 0.01% | +2,000+13.2% | Added |
| Sawgrass Asset Management LLC | 16,940 | $131.6K | 0.02% | +2,066+13.9% | Added |
| Inscription Capital, LLC | 16,875 | $131.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 16,828 | $130.8K | 0.01% | +15,600+1,270.4% | Added |
| Pacific Sage Partners, LLC | 16,787 | $130.4K | 0.02% | −6,195−27.0% | Reduced |
| Wealth Alliance | 16,517 | $128.3K | 0.01% | +2,530+18.1% | Added |
| Howe & Rusling Inc | 16,246 | $126.2K | 0.01% | +16,246 | New |
| Sowell Financial Services LLC | 15,913 | $123.6K | 0.00% | −3,898−19.7% | Reduced |
| US Bancorp | 15,486 | $120.3K | 0.00% | +248+1.6% | Added |
| Prime Capital Investment Advisors, LLC | 15,298 | $118.9K | 0.00% | −243−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 15,243 | $118.4K | 0.01% | +1,460+10.6% | Added |
| PharVision Advisers, LLC | 14,916 | $115.9K | 0.06% | +14,916 | New |
| J.W. Cole Advisors, Inc. | 17,390 | $115.8K | 0.00% | +5,086+41.3% | Added |
| Phoenix Holdings Ltd. | 14,812 | $115.1K | 0.00% | −38,703−72.3% | Reduced |
| Keynote Financial Services LLC | 14,791 | $114.9K | 0.06% | +14,791 | New |
| OpenArc Corporate Advisory, LLC | 14,732 | $114.5K | 0.00% | +14,732 | New |
| PDS Planning, Inc | 14,308 | $111.2K | 0.01% | +252+1.8% | Added |
| HBK Sorce Advisory LLC | 13,771 | $111.0K | 0.00% | −465−3.3% | Reduced |
| bLong Financial, LLC | 14,172 | $110.1K | 0.08% | −2,300−14.0% | Reduced |
| Stratos Wealth Partners, LTD. | 14,149 | $109.9K | 0.00% | +12+0.1% | Added |
| Benjamin Edwards Inc | 13,971 | $108.5K | 0.00% | −17,873−56.1% | Reduced |
| Mirabella Financial Services LLP | 13,932 | $108.3K | 0.01% | +13,932 | New |
| Tower Research Capital LLC (TRC) | 13,894 | $108.0K | 0.00% | −21,411−60.6% | Reduced |
| Capital Investment Advisors, LLC | 13,877 | $107.8K | 0.00% | +13,877 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,711 | $107.0K | 0.00% | +3,844+39.0% | Added |
| Wellington Shields & Co., LLC | 13,584 | $105.5K | 0.03% | +687+5.3% | Added |
| WealthTrust Axiom LLC | 13,368 | $103.9K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 13,151 | $102.2K | 0.01% | +800+6.5% | Added |
| Wealthfront Advisers LLC | 13,070 | $101.6K | 0.00% | +13,070 | New |
| 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 |
| Sound Income Strategies, LLC | 11,906 | $100.6K | 0.00% | +1,513+14.6% | Added |
| HighPoint Advisor Group LLC | 12,894 | $100.2K | 0.00% | +341+2.7% | Added |
| Vise Technologies, Inc. | 12,780 | $99.3K | 0.00% | +12,780 | New |
| Fortem Financial Group, LLC | 12,650 | $98.3K | 0.03% | +12,650 | New |
| Pensionmark Financial Group, LLC | 12,605 | $97.9K | 0.00% | +12,605 | New |
| Resources Investment Advisors, LLC. | 12,604 | $97.9K | 0.00% | +2,213+21.3% | Added |
| Harvest Management LLC | 12,540 | $97.4K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 12,491 | $97.1K | 0.01% | −6,150−33.0% | Reduced |
| Harbor Capital Advisors, Inc. | 12,427 | $97.0K | 0.01% | −212−1.7% | Reduced |
| DnB Asset Management AS | 12,251 | $95.2K | 0.00% | +12,251 | New |
| CWM, LLC | 12,182 | $95.0K | 0.00% | +2,509+25.9% | Added |
| Reuter James Wealth Management, LLC | 12,005 | $93.3K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,554 | $89.8K | 0.00% | +11,554 | New |
| Armstrong, Fleming & Moore, Inc | 11,145 | $86.6K | 0.04% | +145+1.3% | Added |
| Williams Jones Wealth Management, LLC. | 11,019 | $85.6K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,989 | $85.4K | 0.00% | −3,344−23.3% | Reduced |
| Polymer Capital Management (US) LLC | 10,862 | $84.4K | 0.01% | −7,904−42.1% | Reduced |
| Danske Bank A/S | 10,800 | $83.9K | 0.00% | +6,800+170.0% | Added |
| Brinker Capital Investments, LLC | 10,748 | $83.5K | 0.00% | −306−2.8% | Reduced |
| Citizens Financial Group Inc | 10,717 | $83.3K | 0.00% | −373−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,716 | $83.3K | 0.00% | +10,716 | New |
| NorthRock Partners, LLC | 10,500 | $81.6K | 0.00% | −2,934−21.8% | Reduced |
| Twin Tree Management, LP | 10,180 | $79.1K | 0.01% | +10,180 | New |
| SJS Investment Consulting Inc. | 10,061 | $78.2K | 0.01% | +61+0.6% | Added |
| Aso Group Ltd | 10,000 | $78.0K | 0.03% | +10,000 | New |
| Quantessence Capital LLC | 10,034 | $78.0K | 0.90% | +10,034 | New |
| Empirical Finance, LLC | 10,033 | $78.0K | 0.00% | −192−1.9% | Reduced |
| 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 |
| Lido Advisors, LLC | 11,954 | $73.2K | 0.00% | +13+0.1% | Added |
| Employees Retirement System of Texas | 9,292 | $72.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,803 | $68.4K | 0.00% | −12,668−59.0% | Reduced |
| Allworth Financial LP | 8,766 | $68.1K | 0.00% | +517+6.3% | Added |
| Rakuten Securities, Inc. | 8,601 | $66.8K | 0.02% | +2,035+31.0% | Added |
| AdvisorNet Financial, Inc | 8,457 | $65.7K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 8,373 | $65.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,095 | $62.9K | 0.00% | +1,481+22.4% | Added |
| Quest Partners LLC | 7,882 | $61.2K | 0.00% | +7,882 | New |
| Whipplewood Advisors, LLC | 7,182 | $55.8K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,935 | $53.9K | 0.00% | +5,000+258.4% | Added |
| Salomon & Ludwin, LLC | 6,878 | $52.1K | 0.00% | +15+0.2% | Added |
| Orion Capital Management LLC | 6,454 | $50.1K | 0.02% | +6,454 | New |
| Hantz Financial Services, Inc. | 6,227 | $48.0K | 0.00% | +6,032+3,093.3% | Added |
| Global Retirement Partners, LLC | 6,024 | $46.8K | 0.00% | +430+7.7% | Added |
| Los Angeles Capital Management LLC | 4,484 | $46.4K | 0.00% | +4,484 | New |
| Fifth Third Bancorp | 5,786 | $45.0K | 0.00% | +443+8.3% | Added |
| EverSource Wealth Advisors, LLC | 5,563 | $43.2K | 0.00% | +816+17.2% | Added |
| Trust Co | 5,545 | $43.1K | 0.00% | +20.0% | Added |