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, Q2 2026
Institutional positions in Lumen Technologies, Inc. as of Jun 30, 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
- 623
- +29 vs. Q1 2026
- Shares held
- 728.6M
- +7.16M (+1.0%) vs. Q1 2026
- Total value
- $5.60B
- +$594.3M (+11.9%) vs. Q1 2026
- New holders
- 86
- 199 more added
- Sold out
- 57
- 183 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Community Bank | 126 | $968 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 127 | $975 | 0.00% | +127 | New |
| Kozak & Associates, Inc. | 142 | $1.01K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 138 | $1.06K | 0.00% | −7−4.8% | Reduced |
| Mascoma Wealth Management LLC | 144 | $1.11K | 0.00% | +144 | New |
| Godfrey Financial Associates, Inc. | 148 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 150 | $1.15K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 151 | $1.16K | 0.00% | +108+251.2% | Added |
| St Germain D J Co Inc | 153 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 155 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 159 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 161 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 166 | $1.27K | 0.00% | +42+33.9% | Added |
| Alerus Financial NA | 169 | $1.30K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 170 | $1.31K | 0.00% | +170 | New |
| Parvin Asset Management, LLC | 175 | $1.34K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 195 | $1.50K | 0.00% | +195 | New |
| Pacific Center for Financial Services | 198 | $1.52K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $1.54K | 0.00% | +200 | New |
| Manchester Capital Management LLC | 201 | $1.54K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 207 | $1.59K | 0.00% | +152+276.4% | Added |
| Stone House Investment Management, LLC | 211 | $1.62K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 218 | $1.67K | 0.00% | +218 | New |
| Torren Management, LLC | 222 | $1.71K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 224 | $1.72K | 0.00% | −52−18.8% | Reduced |
| Financial Management Professionals, Inc. | 233 | $1.79K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 241 | $1.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 300 | $1.93K | 0.00% | −56−15.7% | Reduced |
| Ogorek Anthony Joseph | 369 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 378 | $2.00K | 0.00% | +61+19.2% | Added |
| Main Street Group, LTD | 264 | $2.03K | 0.00% | +22+9.1% | Added |
| Evermay Wealth Management LLC | 266 | $2.04K | 0.00% | +33+14.2% | Added |
| Rialto Wealth Management, LLC | 287 | $2.21K | 0.00% | +104+56.8% | Added |
| Valley National Advisers Inc | 300 | $2.30K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 379 | $2.44K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 340 | $2.61K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 344 | $2.62K | 0.00% | +21+6.5% | Added |
| Geneos Wealth Management Inc. | 349 | $2.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 354 | $2.72K | 0.00% | +354 | New |
| N.E.W. Advisory Services LLC | 355 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $2.79K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $2.88K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 410 | $3.15K | 0.00% | −120−22.6% | Reduced |
| Financial Gravity Companies, Inc. | 418 | $3.21K | 0.00% | +418 | New |
| Gill Capital Partners, LLC | 420 | $3.23K | 0.00% | +99+30.8% | Added |
| Prestige Wealth Management Group LLC | 446 | $3.42K | 0.00% | +134+42.9% | Added |
| Bokf, NA | 450 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 503 | $3.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 469 | $3.60K | 0.00% | +71+17.8% | Added |
| Arlington Trust Co LLC | 474 | $3.64K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $3.84K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 500 | $3.84K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 516 | $3.96K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 527 | $4.05K | 0.00% | +225+74.5% | Added |
| JFS Wealth Advisors, LLC | 535 | $4.11K | 0.00% | +309+136.7% | Added |
| Rossby Financial, LCC | 556 | $4.27K | 0.00% | +458+467.3% | Added |
| Action Point Financial Planning, LLC | 571 | $4.36K | 0.00% | +571 | New |
| SOA Wealth Advisors, LLC. | 572 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bayban | 581 | $4.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 645 | $4.95K | 0.00% | −79−10.9% | Reduced |
| Basecamp Wealth Advisors LLC | 659 | $5.06K | 0.00% | +24+3.8% | Added |
| Quent Capital, LLC | 661 | $5.07K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 683 | $5.25K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 711 | $5.46K | 0.00% | +117+19.7% | Added |
| Fortitude Family Office, LLC | 715 | $5.49K | 0.00% | +149+26.3% | Added |
| Financial Avengers, Inc. | 717 | $5.51K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 723 | $5.56K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 860 | $6.61K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 978 | $7.51K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $7.68K | 0.00% | +1,000 | New |
| Keating Financial Advisory Services, Inc. | 1,021 | $7.84K | 0.00% | +136+15.4% | Added |
| Covestor Ltd | 1,004 | $8.00K | 0.00% | −31−3.0% | Reduced |
| North Star Investment Management Corp. | 1,048 | $8.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,087 | $8.35K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 1,156 | $8.89K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1,200 | $9.22K | 0.00% | +1,200 | New |
| Massmutual Trust Co FSB | 1,213 | $9.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,213 | $9.32K | 0.00% | +499+69.9% | Added |
| EverSource Wealth Advisors, LLC | 1,242 | $9.54K | 0.00% | −4,171−77.1% | Reduced |
| Private Wealth Management Group, LLC | 1,275 | $9.79K | 0.00% | +147+13.0% | Added |
| Basepoint Wealth LLC | 1,479 | $11.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,507 | $11.6K | 0.00% | −67−4.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,554 | $11.9K | 0.00% | +1,554 | New |
| Axiom Investment Management LLC | 1,570 | $12.1K | 0.01% | −130−7.6% | Reduced |
| Optiver Holding B.V. | 1,660 | $12.7K | 0.00% | +1,660 | New |
| National Bank of Canada | 1,720 | $13.2K | 0.00% | +224+15.0% | Added |
| Generali Asset Management SPA SGR | 1,721 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,750 | $13.4K | 0.00% | −67−3.7% | Reduced |
| Rothschild Investment LLC | 1,828 | $14.0K | 0.00% | +135+8.0% | Added |
| Sachetta, LLC | 2,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,029 | $15.6K | 0.00% | +4+0.2% | Added |
| Creative Financial Designs Inc | 2,135 | $16.4K | 0.00% | +2,000+1,481.5% | Added |