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 |
|---|---|---|---|---|---|
| Umb Bank N A | 5,146 | $40.0K | 0.00% | +1,041+25.4% | Added |
| Legacy Wealth Managment, LLC | 4,275 | $33.2K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,880 | $30.1K | 0.00% | +3,880 | New |
| ORG Partners LLC | 3,610 | $28.0K | 0.00% | −520−12.6% | Reduced |
| Pandora Wealth, Inc. | 3,330 | $25.9K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 3,257 | $25.3K | 0.00% | +3,257 | New |
| Plante Moran Financial Advisors, LLC | 3,003 | $23.3K | 0.00% | +40+1.3% | Added |
| CIBC Private Wealth Group, LLC | 2,885 | $22.4K | 0.00% | +372+14.8% | Added |
| Covestor Ltd | 2,630 | $20.0K | 0.01% | −1,060−28.7% | Reduced |
| Financial Perspectives, Inc | 2,494 | $19.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,302 | $17.9K | 0.00% | +163+7.6% | Added |
| Versant Capital Management, Inc | 2,140 | $16.6K | 0.00% | +152+7.6% | Added |
| Sachetta, LLC | 2,000 | $15.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,996 | $15.5K | 0.00% | +188+10.4% | Added |
| Root Financial Partners, LLC | 1,857 | $14.4K | 0.00% | +705+61.2% | Added |
| Harbor Investment Advisory, LLC | 1,817 | $14.1K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 1,721 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,679 | $13.0K | 0.00% | +50+3.1% | Added |
| National Bank of Canada | 1,658 | $12.8K | 0.00% | +232+16.3% | Added |
| SRS Capital Advisors, Inc. | 1,531 | $11.9K | 0.00% | −11,991−88.7% | Reduced |
| Basepoint Wealth LLC | 1,479 | $11.5K | 0.01% | +1,479 | New |
| Quarry LP | 1,407 | $10.9K | 0.00% | −16,593−92.2% | Reduced |
| MAI Capital Management | 1,369 | $10.6K | 0.00% | +303+28.4% | Added |
| Private Wealth Management Group, LLC | 1,300 | $10.1K | 0.00% | +89+7.3% | Added |
| Geneos Wealth Management Inc. | 1,275 | $9.91K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,247 | $9.69K | 0.00% | −1,928−60.7% | Reduced |
| Massmutual Trust Co FSB | 1,224 | $9.51K | 0.00% | +11+0.9% | Added |
| SageView Advisory Group, LLC | 1,217 | $9.46K | 0.00% | +1,217 | New |
| Parkside Financial Bank & Trust | 1,160 | $9.02K | 0.00% | +318+37.8% | Added |
| Adkins Seale Capital Management LLC | 1,156 | $8.99K | 0.01% | +1,156 | New |
| Flagship Harbor Advisors, LLC | 1,153 | $8.96K | 0.00% | +1,153 | New |
| Ancora Advisors, LLC | 1,060 | $8.24K | 0.00% | −2,000−65.4% | Reduced |
| North Star Investment Management Corp. | 1,048 | $8.14K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,043 | $8.10K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 1,000 | $8.00K | 0.00% | +1,000 | New |
| 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 |
| First Pacific Financial | 978 | $7.60K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 869 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 834 | $6.48K | 0.00% | +834 | New |
| SHP Wealth Management | 723 | $5.62K | 0.00% | +723 | New |
| Financial Avengers, Inc. | 717 | $5.57K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 700 | $5.43K | 0.00% | −1,675−70.5% | Reduced |
| Ameriflex Group, Inc. | 683 | $5.31K | 0.00% | +491+255.7% | Added |
| Harbour Investments, Inc. | 680 | $5.28K | 0.00% | +21+3.2% | Added |
| Quent Capital, LLC | 661 | $5.13K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 659 | $5.12K | 0.00% | +659 | New |
| Huntington National Bank | 658 | $5.11K | 0.00% | −65−9.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 603 | $4.68K | 0.00% | +603 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bayban | 581 | $4.51K | 0.00% | +581 | New |
| SOA Wealth Advisors, LLC. | 572 | $4.45K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 547 | $4.25K | 0.00% | +386+239.8% | Added |
| Ronald Blue Trust, Inc. | 530 | $4.12K | 0.00% | −68−11.4% | Reduced |
| High Note Wealth, LLC | 516 | $4.01K | 0.00% | −89−14.7% | Reduced |
| IFC & Insurance Marketing, Inc. | 551 | $4.00K | 0.00% | +551 | New |
| Bullock Wealth Management Group | 503 | $3.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 491 | $3.81K | 0.00% | −22,954−97.9% | Reduced |
| Arlington Trust Co LLC | 474 | $3.68K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 466 | $3.62K | 0.00% | −80−14.7% | Reduced |
| Fortitude Family Office, LLC | 450 | $3.50K | 0.00% | +54+13.6% | Added |
| Bogart Wealth, LLC | 444 | $3.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 396 | $3.08K | 0.00% | +33+9.1% | Added |
| Winthrop Capital Management, LLC | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 356 | $2.96K | 0.00% | +300+535.7% | Added |
| Holos Integrated Wealth LLC | 379 | $2.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $2.82K | 0.00% | −90−19.9% | Reduced |
| N.E.W. Advisory Services LLC | 355 | $2.76K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 350 | $2.72K | 0.00% | +250+250.0% | Added |
| Westfuller Advisors, LLC | 340 | $2.64K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 323 | $2.51K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 299 | $2.32K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 276 | $2.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 264 | $2.05K | 0.00% | +14+5.6% | Added |
| JFS Wealth Advisors, LLC | 262 | $2.04K | 0.00% | +162+162.0% | 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 |
| IFP Advisors, Inc | 256 | $1.99K | 0.00% | +68+36.2% | Added |
| Triumph Capital Management | 254 | $1.97K | 0.00% | +254 | New |
| Prestige Wealth Management Group LLC | 253 | $1.96K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 252 | $1.96K | 0.00% | +252 | New |
| Central Trust Co | 246 | $1.91K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 241 | $1.87K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 233 | $1.81K | 0.00% | −247−51.5% | Reduced |
| Evermay Wealth Management LLC | 233 | $1.81K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 222 | $1.73K | 0.00% | +222 | New |
| Camelot Portfolios, LLC | 212 | $1.65K | 0.00% | +212 | New |
| Cape Investment Advisory, Inc. | 200 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 193 | $1.50K | 0.00% | +30+18.4% | Added |
| Cedar Mountain Advisors, LLC | 186 | $1.45K | 0.00% | +26+16.3% | Added |
| Parvin Asset Management, LLC | 175 | $1.36K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 169 | $1.31K | 0.00% | 00.0% | Unchanged |