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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 2,255 | $17.3K | 0.00% | +36+1.6% | Added |
| Bare Financial Services, Inc | 2,319 | $17.8K | 0.00% | +1,174+102.5% | Added |
| Allied Private Wealth LLC | 2,691 | $17.8K | 0.01% | +2,691 | New |
| Financial Perspectives, Inc | 2,494 | $19.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,135 | $22.4K | 0.00% | +44+1.4% | Added |
| True Wealth Design, LLC | 3,000 | $23.0K | 0.01% | −14−0.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,171 | $24.4K | 0.00% | +208+7.0% | Added |
| CVA Family Office, LLC | 3,757 | $28.9K | 0.00% | +467+14.2% | Added |
| Versant Capital Management, Inc | 3,920 | $30.1K | 0.00% | +1,860+90.3% | Added |
| Brown Brothers Harriman & Co | 4,029 | $30.9K | 0.00% | +29+0.7% | Added |
| Parallel Advisors, LLC | 4,532 | $34.8K | 0.00% | −1,961−30.2% | Reduced |
| Los Angeles Capital Management LLC | 4,604 | $35.4K | 0.00% | +120+2.7% | Added |
| Umb Bank N A | 5,245 | $40.3K | 0.00% | +121+2.4% | Added |
| Harbour Investments, Inc. | 5,314 | $40.8K | 0.00% | +1,498+39.3% | Added |
| Triumph Capital Management | 5,614 | $43.1K | 0.01% | +5,360+2,110.2% | Added |
| Global Retirement Partners, LLC | 5,801 | $44.6K | 0.00% | +5,801 | New |
| Trust Co | 5,856 | $45.0K | 0.00% | +311+5.6% | Added |
| Orion Capital Management LLC | 6,454 | $49.6K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 6,648 | $51.1K | 0.01% | −1,128−14.5% | Reduced |
| SRS Capital Advisors, Inc. | 7,182 | $55.2K | 0.00% | +6,270+687.5% | Added |
| Asset Planning,Inc | 8,100 | $62.2K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8,897 | $63.6K | 0.01% | +2,019+29.4% | Added |
| ORG Wealth Partners, LLC | 8,373 | $64.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,457 | $65.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8,577 | $65.9K | 0.00% | +8,577 | New |
| State of Wyoming | 8,788 | $67.5K | 0.01% | +825+10.4% | Added |
| Compass Financial Management LLC | 10,226 | $68.8K | 0.01% | +10,226 | New |
| Parallax Volatility Advisers, L.P. | 9,000 | $69.1K | 0.00% | +9,000 | New |
| Fortem Financial Group, LLC | 10,000 | $76.8K | 0.02% | −3,150−24.0% | Reduced |
| Firestone Capital Management | 10,000 | $76.8K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 10,000 | $76.8K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,005 | $76.8K | 0.00% | +10,005 | New |
| Aso Group Ltd | 10,000 | $77.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,863 | $78.2K | 0.00% | −78−0.6% | Reduced |
| Allworth Financial LP | 10,383 | $79.7K | 0.00% | +690+7.1% | Added |
| NorthRock Partners, LLC | 10,441 | $80.2K | 0.00% | −95−0.9% | Reduced |
| SJS Investment Consulting Inc. | 10,504 | $80.7K | 0.01% | +409+4.1% | Added |
| Beacon Pointe Advisors, LLC | 10,618 | $81.5K | 0.00% | −35,869−77.2% | Reduced |
| Thompson David Blair | 10,762 | $82.7K | 0.04% | −13,621−55.9% | Reduced |
| Hantz Financial Services, Inc. | 10,795 | $83.0K | 0.00% | +3,195+42.0% | Added |
| Sowell Financial Services LLC | 10,812 | $83.0K | 0.00% | −5,103−32.1% | Reduced |
| Clear Street Markets LLC | 10,823 | $83.1K | 0.02% | +10,823 | New |
| Williams Jones Wealth Management, LLC. | 11,019 | $84.6K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 11,048 | $84.8K | 0.00% | +11,048 | New |
| Citizens Financial Group Inc | 11,096 | $85.2K | 0.00% | −1,078−8.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 11,147 | $85.6K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,295 | $86.8K | 0.00% | −1,889−14.3% | Reduced |
| Spurstone Advisory Services, LLC | 12,470 | $89.2K | 1.22% | +12,470 | New |
| Brighton Jones LLC | 11,673 | $89.6K | 0.00% | +869+8.0% | Added |
| Keystone Financial Group | 11,768 | $90.4K | 0.01% | −10,000−45.9% | Reduced |
| Prelude Capital Management, LLC | 11,906 | $91.4K | 0.01% | −2,047−14.7% | Reduced |
| Keebeck Alpha, LP | 11,909 | $91.5K | 0.19% | −3,507−22.7% | Reduced |
| Howe & Rusling Inc | 11,910 | $91.5K | 0.01% | −4,544−27.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 11,942 | $91.7K | 0.03% | +11,942 | New |
| Reuter James Wealth Management, LLC | 12,005 | $92.2K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,440 | $95.5K | 0.00% | −758−5.7% | Reduced |
| Harvest Management LLC | 12,540 | $96.3K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,634 | $97.0K | 0.00% | −8,516−40.3% | Reduced |
| Janney Montgomery Scott LLC | 12,845 | $99.0K | 0.00% | +12,845 | New |
| Alta Wealth Advisors LLC | 13,067 | $100.4K | 0.03% | +13,067 | New |
| Kingsview Wealth Management, LLC | 13,205 | $101.4K | 0.00% | −734−5.3% | Reduced |
| Invst, LLC | 13,255 | $101.8K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 13,368 | $102.7K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 13,406 | $103.0K | 0.05% | −185−1.4% | Reduced |
| Smartleaf Asset Management LLC | 12,958 | $103.1K | 0.00% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 13,504 | $103.7K | 0.01% | +1,880+16.2% | Added |
| Wellington Shields & Co., LLC | 13,584 | $104.3K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 13,666 | $105.0K | 0.01% | −39,429−74.3% | Reduced |
| Beto Financial Group, LLC | 16,480 | $105.1K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,811 | $106.1K | 0.00% | −639−4.4% | Reduced |
| Capital Investment Advisors, LLC | 13,821 | $106.1K | 0.00% | 00.0% | Unchanged |
| bLong Financial, LLC | 13,886 | $106.6K | 0.07% | −143−1.0% | Reduced |
| Trust Point Inc. | 13,978 | $107.4K | 0.01% | +2,883+26.0% | Added |
| PDS Planning, Inc | 14,124 | $108.5K | 0.01% | −899−6.0% | Reduced |
| CIBC World Markets Inc. | 14,171 | $108.8K | 0.00% | +14,171 | New |
| Savvy Advisors, Inc. | 14,617 | $112.3K | 0.00% | +1,277+9.6% | Added |
| Pacific Sage Partners, LLC | 14,849 | $114.0K | 0.02% | −1,938−11.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,148 | $116.3K | 0.00% | −2,892−16.0% | Reduced |
| Requisite Capital Management, LLC | 15,200 | $116.7K | 0.02% | +15,200 | New |
| HB Wealth Management, LLC | 15,472 | $118.8K | 0.00% | +2,114+15.8% | Added |
| US Bancorp | 15,584 | $119.7K | 0.00% | −793−4.8% | Reduced |
| Pensionmark Financial Group, LLC | 15,935 | $120.2K | 0.00% | −16,112−50.3% | Reduced |
| Laird Norton Trust Company, LLC | 16,144 | $124.0K | 0.00% | +16,144 | New |
| Inscription Capital, LLC | 16,335 | $125.5K | 0.01% | −540−3.2% | Reduced |
| Lido Advisors, LLC | 16,435 | $126.2K | 0.00% | +16,435 | New |
| Oppenheimer Asset Management Inc. | 16,787 | $128.9K | 0.00% | −2,698−13.8% | Reduced |
| Kestra Private Wealth Services, LLC | 17,080 | $131.2K | 0.00% | −722−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 17,185 | $132.0K | 0.00% | +17,185 | New |
| J.W. Cole Advisors, Inc. | 17,314 | $133.0K | 0.00% | +17,314 | New |
| Prime Capital Investment Advisors, LLC | 17,566 | $134.9K | 0.00% | +2,228+14.5% | Added |
| Stratos Wealth Advisors, LLC | 17,613 | $135.3K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 17,664 | $135.7K | 0.01% | −41−0.2% | Reduced |
| Smith, Salley & Associates | 17,864 | $137.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18,002 | $138.3K | 0.00% | −13−0.1% | Reduced |
| Signaturefd, LLC | 18,325 | $140.7K | 0.00% | −200−1.1% | Reduced |
| GWM Advisors LLC | 18,435 | $141.6K | 0.00% | −3,048−14.2% | Reduced |
| Glenmede Trust Co NA | 18,835 | $144.7K | 0.00% | −2,384−11.2% | Reduced |
| Ritholtz Wealth Management | 18,895 | $145.1K | 0.00% | +481+2.6% | Added |
| Vinva Investment Management Ltd | 12,586 | $145.6K | 0.00% | −15,873−55.8% | Reduced |
| Verus Capital Partners, LLC | 19,000 | $145.9K | 0.01% | −370−1.9% | Reduced |