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, Q1 2026
Institutional positions in Lumen Technologies, Inc. as of Mar 31, 2026. 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
- 601
- +15 vs. Q4 2025
- Shares held
- 722.9M
- +123.3M (+20.6%) vs. Q4 2025
- Total value
- $5.01B
- +$354.6M (+7.6%) vs. Q4 2025
- New holders
- 90
- 190 more added
- Sold out
- 75
- 171 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 155 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 142 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 159 | $1.10K | 0.00% | +4+2.6% | Added |
| Cedar Mountain Advisors, LLC | 161 | $1.12K | 0.00% | −25−13.4% | Reduced |
| Alerus Financial NA | 169 | $1.18K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 170 | $1.18K | 0.00% | +170 | New |
| Parvin Asset Management, LLC | 175 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 183 | $1.27K | 0.00% | −10−5.2% | Reduced |
| Pacific Center for Financial Services | 198 | $1.38K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.39K | 0.00% | −291−59.3% | Reduced |
| Nemes Rush Group LLC | 200 | $1.39K | 0.00% | +200 | New |
| Manchester Capital Management LLC | 201 | $1.40K | 0.00% | +153+318.8% | Added |
| Stone House Investment Management, LLC | 211 | $1.47K | 0.00% | +211 | New |
| Torren Management, LLC | 222 | $1.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 226 | $1.57K | 0.00% | −36−13.7% | Reduced |
| Evermay Wealth Management LLC | 233 | $1.62K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 233 | $1.62K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 241 | $1.68K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 242 | $1.68K | 0.00% | +242 | New |
| Triumph Capital Management | 254 | $1.76K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 264 | $1.84K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 268 | $1.86K | 0.00% | −335−55.6% | Reduced |
| Armstrong Advisory Group, Inc | 276 | $1.92K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 369 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 317 | $2.00K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 302 | $2.10K | 0.00% | −164−35.2% | Reduced |
| Twin Tree Management, LP | 304 | $2.11K | 0.00% | −9,876−97.0% | Reduced |
| Prestige Wealth Management Group LLC | 312 | $2.17K | 0.00% | +59+23.3% | Added |
| Gill Capital Partners, LLC | 321 | $2.23K | 0.00% | +321 | New |
| Medallion Wealth Advisors, LLC | 323 | $2.25K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 356 | $2.36K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 340 | $2.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 349 | $2.43K | 0.00% | −926−72.6% | Reduced |
| N.E.W. Advisory Services LLC | 355 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $2.52K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 379 | $2.58K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $2.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 398 | $2.77K | 0.00% | +2+0.5% | Added |
| Sofos Investments, Inc. | 418 | $2.90K | 0.00% | +418 | New |
| Winthrop Capital Management, LLC | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 75 | $3.00K | 0.00% | +75 | New |
| Bokf, NA | 450 | $3.13K | 0.00% | +450 | New |
| Arlington Trust Co LLC | 474 | $3.29K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $3.48K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 500 | $3.48K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 500 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $3.56K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 516 | $3.59K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 530 | $3.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 566 | $3.93K | 0.00% | +116+25.8% | Added |
| SOA Wealth Advisors, LLC. | 572 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bayban | 581 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 594 | $4.13K | 0.00% | +150+33.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $4.17K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 635 | $4.41K | 0.00% | −24−3.6% | Reduced |
| Quent Capital, LLC | 661 | $4.59K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 683 | $4.75K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $4.87K | 0.00% | −10,100−93.5% | Reduced |
| TD Waterhouse Canada Inc. | 700 | $4.93K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 714 | $4.96K | 0.00% | +458+178.9% | Added |
| Financial Avengers, Inc. | 717 | $4.98K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 723 | $5.03K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 724 | $5.03K | 0.00% | +66+10.0% | Added |
| Cullen/Frost Bankers, Inc. | 793 | $5.51K | 0.00% | +793 | New |
| MAI Capital Management | 799 | $5.55K | 0.00% | −570−41.6% | Reduced |
| Owl Creek Wealth Partners LLC | 860 | $5.98K | 0.00% | +860 | New |
| Keating Financial Advisory Services, Inc. | 885 | $6.15K | 0.00% | +633+251.2% | Added |
| SRS Capital Advisors, Inc. | 912 | $6.34K | 0.00% | −619−40.4% | Reduced |
| First Pacific Financial | 978 | $6.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $6.95K | 0.00% | −60−5.7% | Reduced |
| Richardson Capital Management LLC | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,035 | $7.00K | 0.00% | −1,595−60.6% | Reduced |
| North Star Investment Management Corp. | 1,048 | $7.28K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 1,050 | $7.30K | 0.00% | +1,050 | New |
| Parkside Financial Bank & Trust | 1,087 | $7.55K | 0.00% | −73−6.3% | Reduced |
| Private Wealth Management Group, LLC | 1,128 | $7.84K | 0.00% | −172−13.2% | Reduced |
| Bare Financial Services, Inc | 1,145 | $7.96K | 0.00% | +311+37.3% | Added |
| Adkins Seale Capital Management LLC | 1,156 | $8.04K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,213 | $8.43K | 0.00% | −11−0.9% | Reduced |
| Basepoint Wealth LLC | 1,479 | $10.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,496 | $10.3K | 0.00% | −162−9.8% | Reduced |
| Rakuten Securities, Inc. | 1,574 | $10.9K | 0.00% | −7,027−81.7% | Reduced |
| Rothschild Investment LLC | 1,693 | $11.8K | 0.00% | +14+0.8% | Added |
| Axiom Investment Management LLC | 1,700 | $11.8K | 0.01% | +1,700 | New |
| Generali Asset Management SPA SGR | 1,721 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,817 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,906 | $13.5K | 0.00% | −10,000−84.0% | Reduced |
| Root Financial Partners, LLC | 1,975 | $13.7K | 0.00% | +118+6.4% | Added |
| Sachetta, LLC | 2,000 | $13.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,025 | $14.1K | 0.00% | +29+1.5% | Added |
| Versant Capital Management, Inc | 2,060 | $14.3K | 0.00% | −80−3.7% | Reduced |
| Larson Financial Group LLC | 2,219 | $15.4K | 0.00% | −83−3.6% | Reduced |
| Financial Perspectives, Inc | 2,494 | $17.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,682 | $18.6K | 0.01% | −4,500−62.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,866 | $19.9K | 0.01% | +2,866 | New |
| Plante Moran Financial Advisors, LLC | 2,963 | $20.6K | 0.00% | −40−1.3% | Reduced |
| True Wealth Design, LLC | 3,014 | $20.9K | 0.01% | +3,014 | New |