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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 20,621 | $143.3K | 0.00% | −250−1.2% | Reduced |
| Entropy Technologies, LP | 21,097 | $146.6K | 0.01% | +21,097 | New |
| PFG Investments, LLC | 21,150 | $147.0K | 0.01% | −540−2.5% | Reduced |
| Glenmede Trust Co NA | 21,219 | $147.5K | 0.00% | −7,936−27.2% | Reduced |
| SBI Securities Co., Ltd. | 21,340 | $148.3K | 0.00% | −2,018−8.6% | Reduced |
| GWM Advisors LLC | 21,483 | $149.3K | 0.00% | −12,776−37.3% | Reduced |
| Keystone Financial Group | 21,768 | $151.3K | 0.01% | −4,000−15.5% | Reduced |
| Archer Investment Corp | 22,095 | $153.6K | 0.03% | +22,000+23,157.9% | Added |
| Ethic Inc. | 22,656 | $157.5K | 0.00% | −8,151−26.5% | Reduced |
| Benjamin Edwards Inc | 22,817 | $158.6K | 0.00% | +8,846+63.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23,358 | $162.3K | 0.02% | +1,006+4.5% | Added |
| GTS Securities LLC | 23,684 | $164.6K | 0.01% | +23,684 | New |
| Independent Advisor Alliance | 24,205 | $168.2K | 0.00% | −891−3.6% | Reduced |
| Thompson David Blair | 24,383 | $169.5K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 25,061 | $174.2K | 0.00% | +3,174+14.5% | Added |
| Callan Family Office, LLC | 25,505 | $177.3K | 0.00% | −1,007−3.8% | Reduced |
| Kovack Advisors, Inc. | 25,681 | $178.5K | 0.01% | −500−1.9% | Reduced |
| Sanctuary Advisors, LLC | 26,865 | $186.7K | 0.00% | −3,584−11.8% | Reduced |
| Southeast Asset Advisors Inc. | 27,607 | $191.9K | 0.02% | −15,927−36.6% | Reduced |
| Merit Financial Group, LLC | 29,026 | $201.7K | 0.00% | −394−1.3% | Reduced |
| Blair William & Co | 29,246 | $203.3K | 0.00% | −10,568−26.5% | Reduced |
| Garden State Investment Advisory Services LLC | 30,050 | $208.8K | 0.05% | −1,900−5.9% | Reduced |
| Bleakley Financial Group, LLC | 30,056 | $208.9K | 0.00% | +3,071+11.4% | Added |
| Bayforest Capital Ltd | 30,274 | $210.4K | 0.24% | +2,178+7.8% | Added |
| Strategic Financial Concepts, LLC | 30,300 | $210.6K | 0.05% | +30,300 | New |
| Mercer Global Advisors Inc | 30,479 | $211.8K | 0.00% | −32,449−51.6% | Reduced |
| Shelton Capital Management | 30,810 | $214.1K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 31,621 | $219.8K | 0.00% | +7,111+29.0% | Added |
| Fifth Third Wealth Advisors LLC | 31,875 | $221.5K | 0.01% | +1,393+4.6% | Added |
| Segall Bryant & Hamill, LLC | 31,997 | $222.4K | 0.00% | −294−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 32,047 | $222.7K | 0.00% | +19,442+154.2% | Added |
| Mission Wealth Management, LP | 32,532 | $226.1K | 0.00% | +32,532 | New |
| Y-Intercept (Hong Kong) Ltd | 33,071 | $229.8K | 0.00% | −257,313−88.6% | Reduced |
| Everence Capital Management Inc | 33,428 | $232.0K | 0.01% | −1,192−3.4% | Reduced |
| Advisory Services Network, LLC | 33,438 | $232.4K | 0.00% | +859+2.6% | Added |
| Abacus Wealth Partners, LLC | 34,002 | $236.3K | 0.02% | −914−2.6% | Reduced |
| Graham Capital Management, L.P. | 34,474 | $239.6K | 0.01% | −109,357−76.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,180 | $244.5K | 0.00% | +9,415+36.5% | Added |
| Dynamic Technology Lab Private Ltd | 35,821 | $249.0K | 0.04% | +35,821 | New |
| Fox Run Management, L.L.C. | 39,248 | $250.8K | 0.04% | −8,869−18.4% | Reduced |
| Sage Rhino Capital LLC | 36,094 | $250.9K | 0.05% | +195+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 36,371 | $252.8K | 0.00% | +13,585+59.6% | Added |
| AlphaGrep UK Ltd | 36,578 | $254.2K | 0.07% | +36,578 | New |
| Nomura Asset Management Co Ltd | 36,600 | $254.4K | 0.00% | −2,200−5.7% | Reduced |
| Revisor Wealth Management LLC | 37,395 | $259.9K | 0.07% | +2,118+6.0% | Added |
| Gsa Capital Partners LLP | 37,453 | $260.0K | 0.02% | +37,453 | New |
| Two Sigma Securities, LLC | 37,868 | $263.2K | 0.03% | +1,970+5.5% | Added |
| Vinva Investment Management Ltd | 28,459 | $265.3K | 0.00% | +28,459 | New |
| Rockefeller Capital Management L.P. | 38,656 | $268.7K | 0.00% | +12,996+50.6% | Added |
| Skopos Labs, Inc. | 39,315 | $273.2K | 0.01% | −20,469−34.2% | Reduced |
| Guggenheim Capital LLC | 39,726 | $276.1K | 0.00% | −4,218−9.6% | Reduced |
| M&T Bank Corp | 39,812 | $276.9K | 0.00% | −995−2.4% | Reduced |
| Straight Path Wealth Management | 40,000 | $278.0K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 42,888 | $286.1K | 0.00% | +4,421+11.5% | Added |
| Kovitz Investment Group Partners, LLC | 41,301 | $287.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 41,999 | $291.9K | 0.00% | +10,655+34.0% | Added |
| AE Wealth Management LLC | 42,423 | $294.8K | 0.00% | +18,235+75.4% | Added |
| Nisa Investment Advisors, LLC | 42,741 | $297.1K | 0.00% | +493+1.2% | Added |
| Spire Wealth Management | 42,852 | $297.8K | 0.01% | −3,625−7.8% | Reduced |
| Storebrand Asset Management AS | 43,270 | $300.7K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 43,529 | $302.5K | 0.01% | +1,888+4.5% | Added |
| Fulton Bank, N.A. | 43,660 | $303.4K | 0.01% | +2,068+5.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 46,011 | $319.8K | 0.01% | −22,119−32.5% | Reduced |
| Private Advisor Group, LLC | 46,459 | $322.9K | 0.00% | −4,515−8.9% | Reduced |
| Beacon Pointe Advisors, LLC | 46,487 | $323.1K | 0.00% | +46,487 | New |
| Profund Advisors LLC | 46,792 | $325.2K | 0.01% | −35,919−43.4% | Reduced |
| DnB Asset Management AS | 47,328 | $328.9K | 0.00% | +35,077+286.3% | Added |
| Quantitative Investment Management, LLC | 48,744 | $338.0K | 0.04% | −765−1.5% | Reduced |
| CIBC Bancorp USA Inc. | 50,989 | $354.4K | 0.00% | +50,989 | New |
| CI Private Wealth, LLC | 51,838 | $359.8K | 0.00% | −4,965−8.7% | Reduced |
| DRW Securities, LLC | 53,095 | $369.0K | 0.02% | +53,095 | New |
| Baird Financial Group, Inc. | 54,241 | $377.0K | 0.00% | −1,457−2.6% | Reduced |
| Abel Hall, LLC | 55,033 | $382.5K | 0.08% | +766+1.4% | Added |
| Circle Wealth Management, LLC | 56,292 | $391.2K | 0.01% | +1,098+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,870 | $397.5K | 0.00% | −91,488−61.7% | Reduced |
| Axq Capital, LP | 59,244 | $411.7K | 0.05% | +31,672+114.9% | Added |
| Deseret Mutual Benefit Administrators | 60,320 | $419.2K | 0.14% | +31,476+109.1% | Added |
| Crossmark Global Holdings, Inc. | 60,942 | $423.5K | 0.01% | −657−1.1% | Reduced |
| Argent Advisors, Inc. | 61,272 | $425.8K | 0.12% | −15,632−20.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 61,531 | $427.6K | 0.00% | +54,596+787.3% | Added |
| O'Shaughnessy Asset Management, LLC | 61,537 | $427.7K | 0.00% | −18,437−23.1% | Reduced |
| Swiss Life Asset Management Ltd | 61,989 | $430.8K | 0.00% | +17,622+39.7% | Added |
| Perigon Wealth Management, LLC | 62,855 | $436.8K | 0.01% | +62,855 | New |
| Atomi Financial Group, Inc. | 64,380 | $447.4K | 0.01% | +3,462+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66,282 | $460.7K | 0.01% | +5,195+8.5% | Added |
| Nations Financial Group Inc, | 66,422 | $461.6K | 0.02% | +2,500+3.9% | Added |
| Moneta Group Investment Advisors LLC | 67,374 | $468.3K | 0.00% | −90.0% | Reduced |
| Atria Investments LLC | 68,046 | $472.9K | 0.01% | −20,985−23.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 69,439 | $483.0K | 0.00% | +14,509+26.4% | Added |
| Compagnie Lombard Odier SCmA | 70,000 | $486.5K | 0.01% | +50,000+250.0% | Added |
| Unifi Asset Management LP | 71,100 | $494.1K | 0.28% | +71,100 | New |
| The PNC Financial Services Group, Inc. | 71,539 | $497.2K | 0.00% | +2,704+3.9% | Added |
| American Century Companies Inc | 72,243 | $502.1K | 0.00% | −80,465−52.7% | Reduced |
| Mackenzie Financial Corp | 72,263 | $502.2K | 0.00% | −16,264−18.4% | Reduced |
| CIBC Asset Management Inc | 72,531 | $504.1K | 0.00% | −1,353−1.8% | Reduced |
| Hancock Whitney Corp | 58,965 | $520.3K | 0.01% | +58,965 | New |
| Mariner Investment Group LLC | 75,000 | $521.3K | 0.16% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 78,690 | $546.9K | 0.00% | +1,294+1.7% | Added |
| Ameritas Investment Partners, Inc. | 78,806 | $547.7K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 78,854 | $548.0K | 0.00% | −4,260−5.1% | Reduced |