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