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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3,091 | $21.9K | 0.00% | −789−20.3% | Reduced |
| CVA Family Office, LLC | 3,290 | $22.9K | 0.00% | +3,184+3,003.8% | Added |
| Harbour Investments, Inc. | 3,816 | $26.5K | 0.00% | +3,136+461.2% | Added |
| Golden State Equity Partners | 3,940 | $27.4K | 0.00% | +3,940 | New |
| Brown Brothers Harriman & Co | 4,000 | $27.8K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4,275 | $29.7K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,484 | $31.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,124 | $35.6K | 0.00% | −22−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,413 | $37.6K | 0.00% | −150−2.7% | Reduced |
| Trust Co | 5,545 | $38.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 6,454 | $44.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,493 | $45.1K | 0.00% | −1,602−19.8% | Reduced |
| Salomon & Ludwin, LLC | 6,878 | $48.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7,600 | $53.0K | 0.00% | +1,373+22.0% | Added |
| Kemnay Advisory Services Inc. | 7,776 | $54.0K | 0.01% | +4,519+138.7% | Added |
| State of Wyoming | 7,963 | $55.3K | 0.01% | −27,658−77.6% | Reduced |
| Asset Planning,Inc | 8,100 | $56.3K | 0.04% | +8,100 | New |
| ORG Wealth Partners, LLC | 8,373 | $58.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,457 | $58.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,785 | $61.1K | 0.00% | −18−0.2% | Reduced |
| J. Derek Lewis & Associates Inc. | 10,000 | $62.5K | 0.01% | −10,000−50.0% | Reduced |
| Allworth Financial LP | 9,693 | $67.4K | 0.00% | +927+10.6% | Added |
| Firestone Capital Management | 10,000 | $69.5K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 10,000 | $69.5K | 0.02% | 00.0% | Unchanged |
| Key Capital Management, INC | 10,000 | $69.5K | 0.05% | +10,000 | New |
| Aso Group Ltd | 10,000 | $70.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,024 | $70.0K | 0.00% | +10,024 | New |
| SJS Investment Consulting Inc. | 10,095 | $70.2K | 0.01% | +34+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 10,459 | $72.7K | 0.01% | +10,459 | New |
| NorthRock Partners, LLC | 10,536 | $73.2K | 0.00% | +36+0.3% | Added |
| Wealth Alliance | 10,755 | $74.7K | 0.01% | −5,762−34.9% | Reduced |
| Brighton Jones LLC | 10,804 | $75.1K | 0.00% | +10,804 | New |
| Williams Jones Wealth Management, LLC. | 11,019 | $76.6K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 11,095 | $77.1K | 0.01% | +11,095 | New |
| Armstrong, Fleming & Moore, Inc | 11,147 | $77.5K | 0.03% | +20.0% | Added |
| Berger Financial Group, Inc | 11,624 | $80.8K | 0.00% | +11,624 | New |
| Smartleaf Asset Management LLC | 12,958 | $82.8K | 0.00% | −11,003−45.9% | Reduced |
| Reuter James Wealth Management, LLC | 12,005 | $83.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 12,091 | $84.0K | 0.00% | −400−3.2% | Reduced |
| Citizens Financial Group Inc | 12,174 | $84.6K | 0.00% | +1,457+13.6% | Added |
| Harvest Management LLC | 12,540 | $87.2K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 12,909 | $89.7K | 0.01% | −1,023−7.3% | Reduced |
| CWM, LLC | 13,023 | $90.5K | 0.00% | +841+6.9% | Added |
| Fortem Financial Group, LLC | 13,150 | $91.4K | 0.02% | +500+4.0% | Added |
| Stratos Wealth Partners, LTD. | 13,184 | $91.6K | 0.00% | −965−6.8% | Reduced |
| Concurrent Investment Advisors, LLC | 13,198 | $91.7K | 0.00% | +13,198 | New |
| TruWealth Advisors, LLC | 13,214 | $91.8K | 0.00% | +13,214 | New |
| Invst, LLC | 13,255 | $92.1K | 0.01% | +104+0.8% | Added |
| Savvy Advisors, Inc. | 13,340 | $92.7K | 0.00% | +13,340 | New |
| HB Wealth Management, LLC | 13,358 | $92.8K | 0.00% | +13,358 | New |
| WealthTrust Axiom LLC | 13,368 | $92.9K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13,584 | $94.4K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 13,591 | $94.5K | 0.05% | −1,200−8.1% | Reduced |
| Capital Investment Advisors, LLC | 13,821 | $96.1K | 0.00% | −56−0.4% | Reduced |
| Scientech Research LLC | 13,868 | $96.4K | 0.08% | +13,868 | New |
| Kingsview Wealth Management, LLC | 13,939 | $96.9K | 0.00% | +2,385+20.6% | Added |
| Prelude Capital Management, LLC | 13,953 | $97.0K | 0.01% | +887+6.8% | Added |
| bLong Financial, LLC | 14,029 | $97.5K | 0.07% | −143−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 14,189 | $98.6K | 0.00% | +3,473+32.4% | Added |
| Vise Technologies, Inc. | 12,780 | $99.3K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 14,450 | $100.4K | 0.00% | −793−5.2% | Reduced |
| Teacher Retirement System of Texas | 14,498 | $100.8K | 0.00% | −17,695−55.0% | Reduced |
| Inceptionr LLC | 14,818 | $103.0K | 0.02% | +14,818 | New |
| GAMMA Investing LLC | 14,983 | $104.1K | 0.00% | −1,845−11.0% | Reduced |
| PDS Planning, Inc | 15,023 | $104.4K | 0.01% | +715+5.0% | Added |
| Buckingham Strategic Partners | 15,244 | $105.9K | 0.00% | +15,244 | New |
| Prime Capital Investment Advisors, LLC | 15,338 | $106.6K | 0.00% | +40+0.3% | Added |
| Keebeck Alpha, LP | 15,416 | $107.1K | 0.33% | +2,350+18.0% | Added |
| Sawgrass Asset Management LLC | 15,446 | $107.3K | 0.02% | −1,494−8.8% | Reduced |
| HBK Sorce Advisory LLC | 12,941 | $109.7K | 0.00% | −830−6.0% | Reduced |
| Sowell Financial Services LLC | 15,915 | $110.6K | 0.00% | +20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,946 | $110.8K | 0.00% | +15,946 | New |
| First Manhattan Co | 16,176 | $112.4K | 0.00% | +16,176 | New |
| US Bancorp | 16,377 | $113.8K | 0.00% | +891+5.8% | Added |
| Wealthfront Advisers LLC | 16,417 | $114.1K | 0.00% | +3,347+25.6% | Added |
| Howe & Rusling Inc | 16,454 | $114.4K | 0.01% | +208+1.3% | Added |
| Numerai GP LLC | 16,485 | $114.6K | 0.01% | −20,770−55.8% | Reduced |
| Pacific Sage Partners, LLC | 16,787 | $116.7K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 16,875 | $117.3K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 17,358 | $120.6K | 0.00% | +17,358 | New |
| Headlands Technologies LLC | 17,549 | $122.0K | 0.01% | +17,549 | New |
| Stratos Wealth Advisors, LLC | 17,613 | $122.4K | 0.01% | +500+2.9% | Added |
| Financial Advisory Service, Inc. | 17,705 | $123.1K | 0.01% | −28−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 17,802 | $123.7K | 0.00% | +377+2.2% | Added |
| Smith, Salley & Associates | 17,864 | $124.2K | 0.01% | −10.0% | Reduced |
| CoreCap Advisors, LLC | 18,015 | $125.2K | 0.00% | −64−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,040 | $125.4K | 0.00% | +4,329+31.6% | Added |
| Eurizon Capital SGR S.p.A. | 19,889 | $127.7K | 0.00% | +1,473+8.0% | Added |
| Ritholtz Wealth Management | 18,414 | $128.0K | 0.00% | +300+1.7% | Added |
| Signaturefd, LLC | 18,525 | $128.7K | 0.00% | +508+2.8% | Added |
| Ballentine Partners, LLC | 18,744 | $130.3K | 0.00% | −1,647−8.1% | Reduced |
| Farther Finance Advisors, LLC | 18,949 | $134.0K | 0.00% | −1,242−6.2% | Reduced |
| Verus Capital Partners, LLC | 19,370 | $134.6K | 0.01% | +19,370 | New |
| Oppenheimer Asset Management Inc. | 19,485 | $135.4K | 0.00% | −1,336−6.4% | Reduced |
| Secure Asset Management, LLC | 19,621 | $136.4K | 0.02% | +1,235+6.7% | Added |
| Mutual Advisors, LLC | 19,933 | $138.5K | 0.00% | +349+1.8% | Added |
| Quinn Opportunity Partners LLC | 20,000 | $139.0K | 0.01% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 20,000 | $139.0K | 0.00% | +20,000 | New |
| Beto Financial Group, LLC | 16,480 | $139.4K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 20,218 | $140.5K | 0.00% | +41+0.2% | Added |