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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 8,897 | $63.6K | 0.01% | +2,019+29.4% | Added |
| Asset Planning,Inc | 8,100 | $62.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,182 | $55.2K | 0.00% | +6,270+687.5% | Added |
| Kemnay Advisory Services Inc. | 6,648 | $51.1K | 0.01% | −1,128−14.5% | Reduced |
| Orion Capital Management LLC | 6,454 | $49.6K | 0.02% | 00.0% | Unchanged |
| Trust Co | 5,856 | $45.0K | 0.00% | +311+5.6% | Added |
| Global Retirement Partners, LLC | 5,801 | $44.6K | 0.00% | +5,801 | New |
| Triumph Capital Management | 5,614 | $43.1K | 0.01% | +5,360+2,110.2% | Added |
| Harbour Investments, Inc. | 5,314 | $40.8K | 0.00% | +1,498+39.3% | Added |
| Umb Bank N A | 5,245 | $40.3K | 0.00% | +121+2.4% | Added |
| Los Angeles Capital Management LLC | 4,604 | $35.4K | 0.00% | +120+2.7% | Added |
| Parallel Advisors, LLC | 4,532 | $34.8K | 0.00% | −1,961−30.2% | Reduced |
| Brown Brothers Harriman & Co | 4,029 | $30.9K | 0.00% | +29+0.7% | Added |
| Versant Capital Management, Inc | 3,920 | $30.1K | 0.00% | +1,860+90.3% | Added |
| CVA Family Office, LLC | 3,757 | $28.9K | 0.00% | +467+14.2% | Added |
| Plante Moran Financial Advisors, LLC | 3,171 | $24.4K | 0.00% | +208+7.0% | Added |
| True Wealth Design, LLC | 3,000 | $23.0K | 0.01% | −14−0.5% | Reduced |
| International Assets Investment Management, LLC | 3,135 | $22.4K | 0.00% | +44+1.4% | Added |
| Financial Perspectives, Inc | 2,494 | $19.2K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 2,691 | $17.8K | 0.01% | +2,691 | New |
| Bare Financial Services, Inc | 2,319 | $17.8K | 0.00% | +1,174+102.5% | Added |
| Larson Financial Group LLC | 2,255 | $17.3K | 0.00% | +36+1.6% | Added |
| Creative Financial Designs Inc | 2,135 | $16.4K | 0.00% | +2,000+1,481.5% | Added |
| Assetmark, Inc | 2,029 | $15.6K | 0.00% | +4+0.2% | Added |
| Sachetta, LLC | 2,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,828 | $14.0K | 0.00% | +135+8.0% | Added |
| Harbor Investment Advisory, LLC | 1,750 | $13.4K | 0.00% | −67−3.7% | Reduced |
| Generali Asset Management SPA SGR | 1,721 | $13.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,720 | $13.2K | 0.00% | +224+15.0% | Added |
| Optiver Holding B.V. | 1,660 | $12.7K | 0.00% | +1,660 | New |
| Axiom Investment Management LLC | 1,570 | $12.1K | 0.01% | −130−7.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,554 | $11.9K | 0.00% | +1,554 | New |
| Rakuten Securities, Inc. | 1,507 | $11.6K | 0.00% | −67−4.3% | Reduced |
| Basepoint Wealth LLC | 1,479 | $11.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,275 | $9.79K | 0.00% | +147+13.0% | Added |
| EverSource Wealth Advisors, LLC | 1,242 | $9.54K | 0.00% | −4,171−77.1% | Reduced |
| 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 |
| Strive Financial Group ,LLC | 1,200 | $9.22K | 0.00% | +1,200 | New |
| Adkins Seale Capital Management LLC | 1,156 | $8.89K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,087 | $8.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,048 | $8.05K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,004 | $8.00K | 0.00% | −31−3.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,021 | $7.84K | 0.00% | +136+15.4% | Added |
| 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 |
| First Pacific Financial | 978 | $7.51K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 860 | $6.61K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 723 | $5.56K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 717 | $5.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 715 | $5.49K | 0.00% | +149+26.3% | Added |
| Bogart Wealth, LLC | 711 | $5.46K | 0.00% | +117+19.7% | Added |
| Danske Bank A/S | 700 | $5.38K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 683 | $5.25K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 661 | $5.07K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 659 | $5.06K | 0.00% | +24+3.8% | Added |
| Huntington National Bank | 645 | $4.95K | 0.00% | −79−10.9% | Reduced |
| Bayban | 581 | $4.46K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 572 | $4.39K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 571 | $4.36K | 0.00% | +571 | New |
| Rossby Financial, LCC | 556 | $4.27K | 0.00% | +458+467.3% | Added |
| JFS Wealth Advisors, LLC | 535 | $4.11K | 0.00% | +309+136.7% | Added |
| AXS Investments LLC | 527 | $4.05K | 0.00% | +225+74.5% | Added |
| High Note Wealth, LLC | 516 | $3.96K | 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 |
| Arlington Trust Co LLC | 474 | $3.64K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 469 | $3.60K | 0.00% | +71+17.8% | Added |
| Bullock Wealth Management Group | 503 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 450 | $3.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 446 | $3.42K | 0.00% | +134+42.9% | Added |
| Gill Capital Partners, LLC | 420 | $3.23K | 0.00% | +99+30.8% | Added |
| Financial Gravity Companies, Inc. | 418 | $3.21K | 0.00% | +418 | New |
| Ronald Blue Trust, Inc. | 410 | $3.15K | 0.00% | −120−22.6% | Reduced |
| Winthrop Capital Management, LLC | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 363 | $2.79K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 355 | $2.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 354 | $2.72K | 0.00% | +354 | New |
| Geneos Wealth Management Inc. | 349 | $2.68K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 344 | $2.62K | 0.00% | +21+6.5% | Added |
| Westfuller Advisors, LLC | 340 | $2.61K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 379 | $2.44K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 287 | $2.21K | 0.00% | +104+56.8% | Added |
| Evermay Wealth Management LLC | 266 | $2.04K | 0.00% | +33+14.2% | Added |
| Main Street Group, LTD | 264 | $2.03K | 0.00% | +22+9.1% | Added |
| Ogorek Anthony Joseph | 369 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 378 | $2.00K | 0.00% | +61+19.2% | Added |
| Whittier Trust Co of Nevada Inc | 300 | $1.93K | 0.00% | −56−15.7% | Reduced |
| Golden State Wealth Management, LLC | 241 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 233 | $1.79K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 224 | $1.72K | 0.00% | −52−18.8% | Reduced |
| Torren Management, LLC | 222 | $1.71K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 218 | $1.67K | 0.00% | +218 | New |
| Stone House Investment Management, LLC | 211 | $1.62K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 207 | $1.59K | 0.00% | +152+276.4% | Added |