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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 $70.6B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.

13F holders, Q2 2021

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 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
423
−53 vs. Q1 2021
Shares held
68.6M
−3.68M (−5.1%) vs. Q1 2021
Total value
$5.63B
−$727.1M (−11.4%) vs. Q1 2021
New holders
57
165 more added
Sold out
110
129 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 423 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 heldQ2 2021: $5.63B
Q1 2021: $6.36BQ2 2021: $5.63BQ3 2021: $5.52BQ4 2021: $7.15BQ1 2022: $6.67BQ2 2022: $5.33BQ3 2022: $4.67BQ4 2022: $3.29BQ1 2023: $3.63BQ2 2023: $3.88BQ3 2023: $3.16BQ4 2023: $3.82BQ1 2024: $3.63BQ2 2024: $3.88BQ3 2024: $4.66BQ4 2024: $6.23BQ1 2025: $5.08BQ2 2025: $7.98BQ3 2025: $13.0BQ4 2025: $30.0BQ1 2026: $54.1BQ2 2026: $70.6B
Institutions holding LITE and their total value by quarter
QuarterHoldersValue
Q2 20261,321$70.6B
Q1 20261,089$54.1B
Q4 2025757$30.0B
Q3 2025589$13.0B
Q2 2025483$7.98B
Q1 2025422$5.08B
Q4 2024450$6.23B
Q3 2024386$4.66B
Q2 2024377$3.88B
Q1 2024366$3.63B
Q4 2023357$3.82B
Q3 2023366$3.16B
Q2 2023377$3.88B
Q1 2023387$3.63B
Q4 2022429$3.29B
Q3 2022443$4.67B
Q2 2022468$5.33B
Q1 2022479$6.67B
Q4 2021487$7.15B
Q3 2021434$5.52B
Q2 2021423$5.63B
Q1 2021478$6.36B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2021.

Institutions holding LITE in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP9,963,044$817.3M0.14%−478,919−4.6%Reduced
Vanguard Group Inc7,145,343$586.1M0.01%+31,526+0.4%Added
BlackRock Inc.6,422,238$526.8M0.01%−253,985−3.8%Reduced
Alliancebernstein L.P.4,182,074$343.1M0.14%+1,230,759+41.7%Added
FMR LLC3,034,720$248.9M0.02%−129,771−4.1%Reduced
Bank of New York Mellon Corp2,622,670$215.1M0.04%−207,441−7.3%Reduced
Ameriprise Financial Inc2,002,660$164.3M0.05%+5,417+0.3%Added
State Street Corp1,924,333$157.9M0.01%+159,019+9.0%Added
Bank of America Corp1,439,583$118.1M0.01%+282,738+24.4%Added
AXA S.A.1,291,558$105.9M0.15%+649,238+101.1%Added
Robeco Schweiz AG1,130,000$92.7M1.29%−243,577−17.7%Reduced
Natixis1,087,234$89.2M0.39%−5,866−0.5%Reduced
Geode Capital Management, LLC1,024,722$84.1M0.01%+25,747+2.6%Added
Westfield Capital Management Co LP1,009,035$82.8M0.50%+236,380+30.6%Added
ValueAct Holdings, L.P.SuperinvestorValueAct Capital967,049$79.3M0.88%+967,049New
Fisher Asset Management, LLC847,231$69.5M0.04%−21,362−2.5%Reduced
Schroder Investment Management Group824,654$67.6M0.08%+184,299+28.8%Added
Swedbank AB750,000$61.5M0.12%+50,000+7.1%Added
Pinnacle Associates Ltd678,455$55.7M1.01%+33,431+5.2%Added
Northern Trust Corp626,392$51.4M0.01%−16,146−2.5%Reduced
Dimensional Fund Advisors LP620,180$50.9M0.02%+32,814+5.6%Added
Alyeska Investment Group, L.P.618,500$50.7M0.59%+610,286+7,429.8%Added
Charles Schwab Investment Management Inc610,312$50.1M0.02%+21,933+3.7%Added
Morgan Stanley582,033$47.7M0.01%+345,352+145.9%Added
Norges Bank546,895$44.9M0.01%−160,127−22.6%Reduced
Goldman Sachs Group Inc482,567$39.6M0.01%+186,661+63.1%Added
State of Wisconsin Investment Board474,518$38.9M0.08%−3,412−0.7%Reduced
Eagle Asset Management Inc439,339$36.0M0.15%−196,665−30.9%Reduced
Scout Investments, Inc.344,748$28.3M0.42%+51,403+17.5%Added
Teachers Retirement System of the State of Kentucky335,786$27.5M0.25%+6,750+2.1%Added
Nuveen Asset Management, LLC328,758$27.0M0.01%+21,174+6.9%Added
Todd Asset Management LLC315,668$25.9M0.58%+819+0.3%Added
Citadel Advisors LLC313,373$25.7M0.03%+100,539+47.2%Added
Kornitzer Capital Management Inc312,788$25.7M0.39%−194,238−38.3%Reduced
Neumeier Poma Investment Counsel LLC277,615$22.8M1.33%+25,000+9.9%Added
Arnhold LLC273,379$22.4M2.54%+143,382+110.3%Added
Paradigm Capital Management Inc265,965$21.8M1.05%−9,500−3.4%Reduced
Principal Financial Group Inc264,002$21.7M0.01%+3,411+1.3%Added
Price T Rowe Associates Inc239,393$19.6M0.00%−2,080−0.9%Reduced
Invesco Ltd.236,157$19.4M0.00%+28,970+14.0%Added
North Growth Management Ltd.233,000$19.1M3.10%+25,000+12.0%Added
Divisar Capital Management LLC230,474$18.9M6.26%+20,000+9.5%Added
Aviva PLC223,510$18.3M0.08%+15,765+7.6%Added
Reinhart Partners, Inc.204,948$16.8M0.84%−2,200−1.1%Reduced
Retirement Systems of Alabama203,880$16.7M0.06%+740.0%Added
Peregrine Capital Management LLC203,856$16.7M0.30%−10,572−4.9%Reduced
Rhumbline Advisers200,817$16.5M0.02%−3,827−1.9%Reduced
JPMorgan Chase & Co181,186$14.9M0.00%−22,991−11.3%Reduced
FIL Ltd180,835$14.8M0.02%+128,951+248.5%Added
Parametric Portfolio Associates LLC180,009$14.8M0.01%+51,727+40.3%Added
Panagora Asset Management Inc178,438$14.6M0.08%−1,500−0.8%Reduced
Susquehanna International Group, LLP175,365$14.4M0.02%−45,838−20.7%Reduced
California Public Employees Retirement System170,187$14.0M0.01%−7,353−4.1%Reduced
Swiss National Bank166,815$13.7M0.01%−5,600−3.2%Reduced
Reilly Financial Advisors, LLC166,704$13.7M1.11%+72,607+77.2%Added
Victory Capital Management Inc165,832$13.6M0.01%−28,601−14.7%Reduced
Community Trust & Investment Co165,343$13.6M1.24%+63,828+62.9%Added
Indus Capital Partners, LLC160,501$13.2M2.23%+9,260+6.1%Added
First Trust Advisors LP160,339$13.2M0.01%−22,823−12.5%Reduced
Loomis Sayles & Co L P159,932$13.1M0.02%+5,756+3.7%Added
Kennedy Capital Management, Inc.158,486$13.0M0.28%−98,653−38.4%Reduced
Channing Capital Management, LLC152,995$12.6M0.41%+14,746+10.7%Added
UBS Group AG148,653$12.2M0.01%+17,275+13.1%Added
Comerica Bank143,411$12.2M0.07%+38,850+37.2%Added
Snow Capital Management LP142,308$11.7M1.66%+142,308New
Front Street Capital Management, Inc.142,076$11.7M2.12%−4,960−3.4%Reduced
Raymond James & Associates141,048$11.6M0.01%+4,909+3.6%Added
Mutual of America Capital Management LLC140,810$11.6M0.11%+24,479+21.0%Added
American International Group, Inc.134,830$11.1M0.04%−2,439−1.8%Reduced
LPL Financial LLC131,495$10.8M0.01%+37,382+39.7%Added
Wells Fargo & Company130,498$10.7M0.00%−77,977−37.4%Reduced
California State Teachers Retirement System128,791$10.6M0.01%−3,017−2.3%Reduced
Westpac Banking Corp128,547$10.5M0.11%+7,162+5.9%Added
UBS Asset Management Americas Inc123,557$10.1M0.00%+4,716+4.0%Added
Ameritas Investment Company, LLC121,727$9.99M0.48%+121,727New
Tocqueville Asset Management L.P.120,835$9.91M0.14%+11,700+10.7%Added
United Capital Financial Advisers, LLC118,734$9.74M0.05%+65,912+124.8%Added
Susquehanna Fundamental Investments, LLC118,400$9.71M0.18%−47,500−28.6%Reduced
D. E. Shaw & Co., Inc.111,155$9.12M0.01%+111,155New
Penserra Capital Management LLC109,754$9.00M0.16%+11,913+12.2%Added
Smith, Graham & Co., Investment Advisors, LP107,713$8.84M0.78%+20,339+23.3%Added
Credit Suisse AG106,828$8.76M0.01%−61,315−36.5%Reduced
New York State Common Retirement Fund101,913$8.36M0.01%+5,010+5.2%Added
AQR Capital Management LLC101,760$8.35M0.01%+19,233+23.3%Added
Thrivent Financial for Lutherans101,110$8.29M0.02%−269,266−72.7%Reduced
Employees Retirement System of Texas100,600$8.25M0.10%−7,000−6.5%Reduced
Two Sigma Advisers, LP100,500$8.24M0.02%−10,800−9.7%Reduced
Natixis Advisors, L.P.97,819$8.02M0.04%−2,979−3.0%Reduced
Legal & General Group Plc95,992$7.87M0.00%−20,382−17.5%Reduced
Deutsche Bank AG94,149$7.72M0.00%−5,502−5.5%Reduced
New York State Teachers Retirement System92,986$7.63M0.02%−4,756−4.9%Reduced
State Board of Administration of Florida Retirement System87,682$7.19M0.01%−160−0.2%Reduced
Nordea Investment Management AB87,461$7.17M0.01%+8,294+10.5%Added
Woodline Partners LP84,338$6.92M0.13%+84,338New
Manufacturers Life Insurance Company, The83,147$6.82M0.01%−1,824−2.1%Reduced
Federated Hermes, Inc.82,842$6.80M0.01%−221,584−72.8%Reduced
F&V Capital Management, LLC78,550$6.44M2.37%+800+1.0%Added
Holocene Advisors, LP77,368$6.35M0.04%+41,660+116.7%Added
Advisors Capital Management, LLC75,598$6.20M0.20%+4,220+5.9%Added
Jane Street Group, LLC74,230$6.09M0.02%−25,310−25.4%Reduced