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Lumentum Holdings Inc.

LITE
Exchange
Nasdaq
Industry
Communications Equipment, NEC
SEC CIK
0001633978

In the last 90 days, Lumentum Holdings Inc. insiders filed 0 open-market purchases and 17 sales; 1,321 institutions reported holding it in 13F filings for Q2 2026, worth $70.5B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.

13F holders, Q1 2021

Institutional positions in Lumentum Holdings Inc. as of Mar 31, 2021. 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
478
No complete 13F data for Q4 2020
Shares held
72.3M
No complete 13F data for Q4 2020
Total value
$6.36B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting LITE 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.

Institutional holdersQ1 2021: 478 institutions
Q1 2021: 478 institutionsQ2 2021: 423 institutionsQ3 2021: 434 institutionsQ4 2021: 487 institutionsQ1 2022: 479 institutionsQ2 2022: 468 institutionsQ3 2022: 443 institutionsQ4 2022: 429 institutionsQ1 2023: 387 institutionsQ2 2023: 377 institutionsQ3 2023: 366 institutionsQ4 2023: 357 institutionsQ1 2024: 366 institutionsQ2 2024: 377 institutionsQ3 2024: 386 institutionsQ4 2024: 450 institutionsQ1 2025: 422 institutionsQ2 2025: 483 institutionsQ3 2025: 589 institutionsQ4 2025: 757 institutionsQ1 2026: 1,089 institutionsQ2 2026: 1,321 institutions
Value heldQ1 2021: $6.36B
Q1 2021: $6.36BQ2 2021: $5.58BQ3 2021: $5.52BQ4 2021: $7.14BQ1 2022: $6.61BQ2 2022: $5.28BQ3 2022: $4.62BQ4 2022: $3.29BQ1 2023: $3.42BQ2 2023: $3.88BQ3 2023: $3.16BQ4 2023: $3.76BQ1 2024: $3.58BQ2 2024: $3.87BQ3 2024: $4.65BQ4 2024: $6.23BQ1 2025: $5.04BQ2 2025: $7.96BQ3 2025: $12.8BQ4 2025: $29.5BQ1 2026: $54.1BQ2 2026: $70.5B
Institutions holding LITE and their total value by quarter
QuarterHoldersValue
Q2 20261,321$70.5B
Q1 20261,089$54.1B
Q4 2025757$29.5B
Q3 2025589$12.8B
Q2 2025483$7.96B
Q1 2025422$5.04B
Q4 2024450$6.23B
Q3 2024386$4.65B
Q2 2024377$3.87B
Q1 2024366$3.58B
Q4 2023357$3.76B
Q3 2023366$3.16B
Q2 2023377$3.88B
Q1 2023387$3.42B
Q4 2022429$3.29B
Q3 2022443$4.62B
Q2 2022468$5.28B
Q1 2022479$6.61B
Q4 2021487$7.14B
Q3 2021434$5.52B
Q2 2021423$5.58B
Q1 2021478$6.36B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LITE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Howe & Rusling Inc2$00.00%––
Valley National Advisers Inc1$00.00%––
Fure Financial Corp3$00.00%––
Lee Financial Co3$00.00%––
Harbor Investment Advisory, LLC5$00.00%––
Sargent Bickham Lagudis LLC2$00.00%––
McIlrath & Eck, LLC2$00.00%––
Global Trust Asset Management, LLC4$00.00%––
Elmwood Wealth Management, Inc.4$00.00%––
Eudaimonia Partners, LLC5$00.00%––
SOA Wealth Advisors, LLC.3$00.00%––
Sofos Investments, Inc.0$330.00%––
Financial Perspectives, Inc6,029$660.00%––
Sound Income Strategies, LLC1$910.00%––
Raffa Wealth Management, LLC6$5480.00%––
MPS Loria Financial Planners, LLC17$1.00K0.00%––
Investors Research Corp8$1.00K0.00%––
Private Capital Group, LLC11$1.00K0.00%––
Lindbrook Capital, LLC11$1.00K0.00%––
Princeton Global Asset Management LLC16$1.00K0.00%––
Sutton Wealth Advisors Inc.21$1.92K0.00%––
Proequities, Inc.26$2.00K0.00%––
1832 Asset Management L.P.17$2.00K0.00%––
Enterprise Financial Services Corp20$2.00K0.00%––
GAM Holding AG21$2.00K0.00%––
JNBA Financial Advisors21$2.00K0.00%––
Ellevest, Inc.24$2.00K0.00%––
Institutional & Family Asset Management, LLC19$2.00K0.00%––
Versant Capital Management, Inc23$2.00K0.00%––
Hexagon Capital Partners LLC25$2.00K0.00%––
Ten Capital Wealth Advisors, LLC30$2.00K0.00%––
Parallax Volatility Advisers, L.P.34$3.00K0.00%––
TCI Wealth Advisors, Inc.35$3.00K0.00%––
Moisand Fitzgerald Tamayo, LLC30$3.00K0.00%––
Laurel Wealth Advisors LLC32$3.00K0.00%––
Summit Wealth Group, LLC30$3.00K0.00%––
Concord Wealth Partners30$3.00K0.00%––
Toth Financial Advisory Corp40$4.00K0.00%––
Oakworth Capital, Inc.44$4.00K0.00%––
Tarbox Family Office, Inc.59$5.00K0.00%––
Stonebridge Capital Advisors LLC52$5.00K0.00%––
WealthShield Partners, LLC50$5.00K0.00%––
Crewe Advisors LLC59$5.00K0.00%––
Firestone Capital Management60$5.00K0.00%––
RMR Wealth Builders60$5.00K0.00%––
Cullen/Frost Bankers, Inc.65$6.00K0.00%––
Meeder Asset Management Inc69$6.00K0.00%––
Focused Wealth Management, Inc62$6.00K0.00%––
Huntington National Bank82$7.00K0.00%––
Certified Advisory Corp75$7.00K0.00%––
Prestige Wealth Management Group LLC77$7.00K0.00%––
O'Shaughnessy Asset Management, LLC87$8.00K0.00%––
Berman Capital Advisors, LLC90$8.00K0.00%––
Manchester Financial Inc100$9.00K0.00%––
Massmutual Trust Co FSB100$9.00K0.00%––
Credit Agricole S A100$9.00K0.00%––
Wolverine Asset Management LLC107$9.00K0.00%––
Manchester Capital Management LLC100$9.00K0.00%––
Sterling Investment Advisors, Ltd.100$9.00K0.00%––
Meridian Wealth Partners, LLC100$9.00K0.00%––
HighMark Wealth Management LLC100$9.00K0.01%––
Jones Financial Companies LLLP113$10.0K0.00%––
Smithfield Trust Co115$11.0K0.00%––
Valeo Financial Advisors, LLC125$11.0K0.00%––
Accel Wealth Management125$11.0K0.01%––
Central Trust Co155$14.0K0.00%––
Baillie Gifford & Co168$15.0K0.00%––
Banque Cantonale Vaudoise168$15.0K0.00%––
Allworth Financial LP177$16.0K0.00%––
Sierra Capital LLC179$16.0K0.00%––
FourThought Financial, LLC183$16.0K0.00%––
CWM, LLC203$17.0K0.00%––
Park Circle Co200$18.0K0.02%––
Quadrant Capital Group LLC201$18.0K0.00%––
Clearview Wealth Advisors LLC194$18.0K0.01%––
Compagnie Lombard Odier SCmA213$19.0K0.00%––
Whittier Trust Co224$20.0K0.00%––
Cypress Capital Management LLC (WY)215$20.0K0.02%––
Gemmer Asset Management LLC263$24.0K0.00%––
Brewin Dolphin Ltd296$27.0K0.00%––
Eaton Vance Management335$31.0K0.00%––
Exchange Traded Concepts, LLC345$32.0K0.00%––
Financial Management Professionals, Inc.375$34.0K0.01%––
NEXT Financial Group, Inc395$36.0K0.00%––
Valley Brook Capital Group430$39.0K0.04%––
First Horizon Advisors, Inc.440$40.0K0.00%––
Harbour Investments, Inc.444$41.0K0.00%––
Fieldpoint Private Securities, LLC465$42.0K0.01%––
TD Private Client Wealth LLC490$44.8K0.00%––
International Assets Investment Management, LLC490$46.0K0.00%––
Signaturefd, LLC528$48.0K0.00%––
Kistler-Tiffany Companies, LLC549$50.0K0.01%––
AllSquare Wealth Management LLC550$50.0K0.03%––
Bedel Financial Consulting, Inc.547$50.0K0.02%––
IFP Advisors, Inc572$52.0K0.00%––
Global Retirement Partners, LLC572$52.0K0.01%––
Geneos Wealth Management Inc.614$52.0K0.00%––
Federation des caisses Desjardins du Quebec575$52.5K0.00%––
Hall Laurie J Trustee610$56.0K0.02%––
Bleichroeder LP660$60.0K0.01%––