Lumen Technologies, Inc. (LUMN) — Institutional Holders, Q2 2026 (page 6)
627 institutional investment managers reported a LUMN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LUMN 13F holders ranked 501–600 of 627
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Dogwood Wealth Management#501 · 207 sh | 207 | $1.6K | <0.01% | +276.4% |
| 502 | Manchester Capital Management#502 · 201 sh | 201 | $1.5K | — | 0.0% |
| 503 | Newbridge Financial Services Group#503 · 200 sh | 200 | $1.5K | — | 0.0% |
| 504 | Cape Investment Advisory#504 · 200 sh | 200 | $1.5K | — | New |
| 505 | Nemes Rush Group#505 · 200 sh | 200 | $1.5K | <0.01% | 0.0% |
| 506 | Pacific Center for Financial Services#506 · 198 sh | 198 | $1.5K | — | 0.0% |
| 507 | Creative Capital Management Investments#507 · 195 sh | 195 | $1.5K | <0.01% | New |
| 508 | HRT FINANCIAL#508 · 190,400 sh | 190,400 | $1.5K | 0.00% | +80.3% |
| 509 | Parvin Asset Management#509 · 175 sh | 175 | $1.3K | <0.01% | 0.0% |
| 510 | BEACON INVESTMENT ADVISORY SERVICES#510 · 170 sh | 170 | $1.3K | — | New |
| 511 | ALERUS FINANCIAL NA#511 · 169 sh | 169 | $1.3K | <0.01% | 0.0% |
| 512 | Quarry#512 · 166 sh | 166 | $1.3K | <0.01% | +33.9% |
| 513 | Cedar Mountain Advisors#513 · 161 sh | 161 | $1.2K | — | 0.0% |
| 514 | Ankerstar Wealth#514 · 159 sh | 159 | $1.2K | <0.01% | 0.0% |
| 515 | Bruce G. Allen Investments#515 · 155 sh | 155 | $1.2K | <0.01% | 0.0% |
| 516 | ST GERMAIN D J#516 · 153 sh | 153 | $1.2K | 0.00% | 0.0% |
| 517 | Essential Partners#517 · 151 sh | 151 | $1.2K | — | +251.2% |
| 518 | Bell Investment Advisors#518 · 150 sh | 150 | $1.2K | <0.01% | 0.0% |
| 519 | Godfrey Financial Associates#519 · 148 sh | 148 | $1.1K | <0.01% | 0.0% |
| 520 | Mascoma Wealth Management#520 · 144 sh | 144 | $1.1K | — | New |
| 521 | GILPIN WEALTH MANAGEMENT#521 · 138 sh | 138 | $1.1K | — | -4.8% |
| 522 | Kozak & Associates#522 · 142 sh | 142 | $1.0K | <0.01% | 0.0% |
| 523 | PRIVATE NA#523 · 127 sh | 127 | $975.00 | — | New |
| 524 | United Community Bank#524 · 126 sh | 126 | $968.00 | <0.01% | 0.0% |
| 525 | NBC SECURITIES#525 · 125 sh | 125 | $960.00 | — | 0.0% |
| 526 | Cranbrook Wealth Management#526 · 120 sh | 120 | $922.00 | <0.01% | 0.0% |
| 527 | Bay Harbor Wealth Management#527 · 120 sh | 120 | $922.00 | <0.01% | -16.1% |
| 528 | Winch Advisory Services#528 · 117 sh | 117 | $901.00 | <0.01% | 0.0% |
| 529 | Jackson, Grant Investment Advisers#529 · 117 sh | 117 | $899.00 | <0.01% | 0.0% |
| 530 | TrueNorth#530 · 114 sh | 114 | $876.00 | <0.01% | New |
| 531 | Nova Wealth Management#531 · 110 sh | 110 | $845.00 | <0.01% | New |
| 532 | Glen Eagle Advisors#532 · 100 sh | 100 | $768.00 | <0.01% | 0.0% |
| 533 | Synergy Investment Management#533 · 100 sh | 100 | $768.00 | <0.01% | 0.0% |
| 534 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#534 · 100 sh | 100 | $768.00 | <0.01% | New |
| 535 | Vermillion Wealth Management#535 · 99 sh | 99 | $760.00 | — | -21.4% |
| 536 | Ritter Daniher Financial Advisory / DE#536 · 98 sh | 98 | $753.00 | <0.01% | New |
| 537 | BARRETT & COMPANY#537 · 98 sh | 98 | $750.00 | — | 0.0% |
| 538 | First Command Advisory Services#538 · 97 sh | 97 | $745.00 | 0.00% | 0.0% |
| 539 | Strategic Investment Solutions#539 · 94 sh | 94 | $722.00 | <0.01% | 0.0% |
| 540 | C M BIDWELL & ASSOCIATES LTD#540 · 92 sh | 92 | $707.00 | <0.01% | 0.0% |
| 541 | HFM Investment Advisors#541 · 91 sh | 91 | $699.00 | <0.01% | +62.5% |
| 542 | DiNuzzo Private Wealth#542 · 90 sh | 90 | $692.00 | — | -5.3% |
| 543 | JNBA Financial Advisors#543 · 87 sh | 87 | $669.00 | <0.01% | 0.0% |
| 544 | MJT & Associates Financial Advisory Group#544 · 87 sh | 87 | $669.00 | — | 0.0% |
| 545 | TD Capital Management#545 · 84 sh | 84 | $641.00 | <0.01% | 0.0% |
| 546 | LRI Investments#546 · 83 sh | 83 | $637.00 | <0.01% | +102.4% |
| 547 | Noble Wealth Management PBC#547 · 82 sh | 82 | $630.00 | — | New |
| 548 | Pflug Koory#548 · 74 sh | 74 | $568.00 | — | 0.0% |
| 549 | Caitlin John#549 · 71 sh | 71 | $545.00 | <0.01% | 0.0% |
| 550 | Cherry Tree Wealth Management#550 · 67 sh | 67 | $515.00 | — | 0.0% |
| 551 | IAG Wealth Partners#551 · 65 sh | 65 | $499.00 | 0.00% | 0.0% |
| 552 | WHITTIER#552 · 71 sh | 71 | $460.00 | 0.00% | +29.1% |
| 553 | ESL Services#553 · 58 sh | 58 | $445.00 | <0.01% | 0.0% |
| 554 | Asset Dedication#554 · 53 sh | 53 | $409.00 | 0.00% | 0.0% |
| 555 | Marshall & Sterling Wealth Advisors#555 · 53 sh | 53 | $407.00 | <0.01% | 0.0% |
| 556 | Davis Capital Management#556 · 52 sh | 52 | $399.00 | — | New |
| 557 | RAFFA WEALTH MANAGEMENT#557 · 51 sh | 51 | $391.00 | 0.00% | 0.0% |
| 558 | Cassaday & Wealth Management#558 · 49 sh | 49 | $377.00 | — | 0.0% |
| 559 | FINANCIAL CONSULATE#559 · 47 sh | 47 | $361.00 | — | 0.0% |
| 560 | Kingdom Financial Group#560 · 47 sh | 47 | $361.00 | <0.01% | 0.0% |
| 561 | TD PRIVATE CLIENT WEALTH#561 · 45 sh | 45 | $346.00 | 0.00% | 0.0% |
| 562 | Vanguard National#562 · 43 sh | 43 | $330.00 | 0.00% | New |
| 563 | Clearstead Advisors#563 · 42 sh | 42 | $324.00 | 0.00% | New |
| 564 | Westside Investment Management#564 · 42 sh | 42 | $323.00 | 0.00% | 0.0% |
| 565 | COUNTRY BANK#565 · 41 sh | 41 | $315.00 | 0.00% | 0.0% |
| 566 | Provenance Wealth Advisors#566 · 38 sh | 38 | $292.00 | 0.00% | 0.0% |
| 567 | Continuum Advisory#567 · 36 sh | 36 | $276.00 | 0.00% | New |
| 568 | Kimelman & Baird#568 · 34 sh | 34 | $262.00 | 0.00% | 0.0% |
| 569 | GABLES CAPITAL MANAGEMENT#569 · 34 sh | 34 | $261.00 | <0.01% | 0.0% |
| 570 | Aberdeen Wealth Management#570 · 34 sh | 34 | $261.00 | <0.01% | New |
| 571 | Reyes Financial Architecture#571 · 34 sh | 34 | $261.00 | — | 0.0% |
| 572 | MANNING & NAPIER ADVISORS#572 · 32 sh | 32 | $255.00 | 0.00% | New |
| 573 | Whipplewood Advisors#573 · 32 sh | 32 | $246.00 | — | -98.8% |
| 574 | CNB Bank#574 · 29 sh | 29 | $223.00 | <0.01% | 0.0% |
| 575 | Elevated Capital Advisors#575 · 29 sh | 29 | $223.00 | <0.01% | 0.0% |
| 576 | Financial Life Planners#576 · 29 sh | 29 | $223.00 | <0.01% | 0.0% |
| 577 | Abound Wealth Management#577 · 28 sh | 28 | $216.00 | — | -15.2% |
| 578 | Community Financial Services Group#578 · 28 sh | 28 | $200.00 | — | 0.0% |
| 579 | IFS Advisors#579 · 26 sh | 26 | $199.00 | — | 0.0% |
| 580 | HighMark Wealth Management#580 · 25 sh | 25 | $192.00 | <0.01% | 0.0% |
| 581 | Silver Grove Financial Group#581 · 25 sh | 25 | $192.00 | <0.01% | New |
| 582 | Hughes Financial Services#582 · 22 sh | 22 | $169.00 | 0.00% | New |
| 583 | Hilton Head Capital Partners#583 · 22 sh | 22 | $166.00 | — | 0.0% |
| 584 | Princeton Global Asset Management#584 · 21 sh | 21 | $161.00 | — | 0.0% |
| 585 | Vision Retirement#585 · 21 sh | 21 | $161.00 | 0.00% | 0.0% |
| 586 | Union Bankshares#586 · 21 sh | 21 | $160.00 | 0.00% | -66.1% |
| 587 | MATHER GROUP#587 · 20 sh | 20 | $154.00 | — | 0.0% |
| 588 | Buck Wealth Strategies#588 · 20 sh | 20 | $154.00 | 0.00% | New |
| 589 | Tradewinds Capital Management#589 · 18 sh | 18 | $139.00 | — | 0.0% |
| 590 | Cheviot Value Management#590 · 16 sh | 16 | $123.00 | 0.00% | 0.0% |
| 591 | Key FInancial#591 · 16 sh | 16 | $123.00 | 0.00% | 0.0% |
| 592 | Fortis Group Advisors#592 · 16 sh | 16 | $123.00 | 0.00% | 0.0% |
| 593 | Ares Financial Consulting#593 · 16 sh | 16 | $123.00 | — | 0.0% |
| 594 | Benson Wealth Management#594 · 16 sh | 16 | $123.00 | <0.01% | 0.0% |
| 595 | Twin Lakes Capital Management#595 · 14 sh | 14 | $105.00 | 0.00% | 0.0% |
| 596 | Moisand Fitzgerald Tamayo#596 · 12 sh | 12 | $93.00 | — | 0.0% |
| 597 | Clear Street Group#597 · 12 sh | 12 | $92.00 | 0.00% | 0.0% |
| 598 | OF TOLEDO NA#598 · 11 sh | 11 | $84.00 | — | 0.0% |
| 599 | United Financial Planning Group#599 · 10 sh | 10 | $77.00 | 0.00% | 0.0% |
| 600 | DecisionPoint Financial#600 · 10 sh | 10 | $72.00 | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.