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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, 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
68.0M
−4.27M (−5.9%) vs. Q1 2021
Total value
$5.58B
−$774.8M (−12.2%) vs. Q1 2021
New holders
57
164 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: $5.58B
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, 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
Optimum Investment Advisors1,125$92.0K0.03%−1,381−55.1%Reduced
Credit Agricole S A1,250$102.0K0.00%+1,150+1,150.0%Added
Captrust Financial Advisors1,312$108.0K0.00%+571+77.1%Added
Walled Lake Planning & Wealth Management, LLC1,350$111.0K0.07%00.0%Unchanged
Johnson Financial Group, Inc.1,373$113.0K0.01%+1,373New
Belpointe Asset Management LLC1,465$120.0K0.01%+1,465New
Twin Tree Management, LP1,505$123.0K0.00%+1,505New
State of Wyoming1,501$123.0K0.08%+1,501New
American Portfolios Advisors1,763$144.6K0.01%+218+14.1%Added
Exane Derivatives1,837$151.2K0.04%+1,837New
US Bancorp1,953$160.0K0.00%+286+17.2%Added
Orion Capital Management LLC1,980$162.0K0.10%00.0%Unchanged
Advisory Services Network, LLC2,178$179.0K0.01%+2,178New
Jacobi Capital Management LLC2,189$180.0K0.02%+718+48.8%Added
Jump Financial, LLC2,455$201.0K0.02%+2,455New
J.W. Cole Advisors, Inc.2,468$202.0K0.02%+2,468New
Wedbush Securities Inc2,501$205.0K0.01%+2,501New
Compton Capital Management Inc2,575$211.0K0.06%00.0%Unchanged
Eaton Vance Management2,596$213.0K0.00%+2,261+674.9%Added
World Asset Management Inc2,671$219.0K0.02%−97−3.5%Reduced
Qube Research & Technologies Ltd2,682$220.0K0.00%+2,682New
Cetera Advisors LLC2,722$223.0K0.01%+2,722New
Maryland Capital Management2,725$224.0K0.01%−48−1.7%Reduced
Raymond James Trust N.A.2,782$228.0K0.01%−424−13.2%Reduced
CIBC Asset Management Inc2,809$230.0K0.00%00.0%Unchanged
Hoylecohen, LLC2,874$236.0K0.02%00.0%Unchanged
B. Metzler seel. Sohn & Co. Holding AG2,906$238.0K0.00%−133−4.4%Reduced
Quantinno Capital Management LP2,911$239.0K0.27%00.0%Unchanged
WD Rutherford LLC2,942$241.0K0.13%+25+0.9%Added
Vident Investment Advisory, LLC2,949$242.0K0.01%+245+9.1%Added
JustInvest LLC2,975$244.0K0.03%+2,975New
First Mercantile Trust Co3,090$253.0K0.03%+1,358+78.4%Added
Stephens Inc3,100$254.0K0.00%−5,289−63.0%Reduced
Teton Advisors, Inc.3,100$254.0K0.03%+3,100New
Healthcare of Ontario Pension Plan Trust Fund3,201$263.0K0.00%+323+11.2%Added
Cutler Group LP3,230$264.0K0.02%+151+4.9%Added
Fort Washington Investment Advisors Inc3,226$265.0K0.00%00.0%Unchanged
Leonteq Securities AG3,247$266.4K0.02%−1,618−33.3%Reduced
Wolverine Trading, LLC3,370$280.0K0.01%−9,112−73.0%Reduced
Leuthold Group, LLC3,456$283.0K0.03%−80−2.3%Reduced
Bank Julius Baer & Co. Ltd, Zurich3,608$296.0K0.00%+1,450+67.2%Added
Kovack Advisors, Inc.3,720$305.0K0.03%+219+6.3%Added
First Pacific Financial3,823$314.0K0.17%+441+13.0%Added
Zeke Capital Advisors, LLC3,844$315.0K0.02%+795+26.1%Added
180 Wealth Advisors, LLC3,942$315.0K0.07%+3,942New
Perigon Wealth Management, LLC3,862$317.0K0.03%+695+21.9%Added
Advisors Asset Management, Inc.3,923$322.0K0.00%+65+1.7%Added
Laffer Tengler Investments3,930$322.4K0.12%+2,772+239.4%Added
Utah Retirement Systems4,000$328.0K0.00%+100+2.6%Added
Centiva Capital, LP4,000$328.0K0.03%+244+6.5%Added
J.Safra Asset Management Corp3,513$330.0K0.16%+3,513New
Coastline Trust Co4,100$336.0K0.04%00.0%Unchanged
Kestra Advisory Services, LLC4,117$338.0K0.00%+703+20.6%Added
Shelton Capital Management4,247$348.0K0.01%00.0%Unchanged
Los Angeles Capital Management LLC4,256$349.0K0.00%−2,303−35.1%Reduced
Illinois Municipal Retirement Fund4,299$353.0K0.01%00.0%Unchanged
Thoroughbred Financial Services, LLC4,401$361.0K0.09%+1,350+44.2%Added
Wolff Wiese Magana LLC4,423$363.0K0.26%+30+0.7%Added
Northwestern Mutual Wealth Management Co4,512$371.0K0.00%+1,014+29.0%Added
Keebeck Alpha, LP4,751$390.0K0.14%−1,527−24.3%Reduced
Legacy Wealth Asset Management, LLC4,777$392.0K0.17%−189−3.8%Reduced
Argent Capital Management LLC4,864$399.0K0.01%−1,220−20.1%Reduced
Nomura Holdings Inc4,949$407.0K0.00%−80,865−94.2%Reduced
Needham Investment Management LLC5,000$410.0K0.06%−23,750−82.6%Reduced
BKD Wealth Advisors, LLC5,000$410.0K0.02%00.0%Unchanged
Marshall Wace, LLP5,096$418.0K0.00%−1,956−27.7%Reduced
Pictet Asset Management Ltd5,100$418.0K0.00%−800−13.6%Reduced
Gateway Investment Advisers LLC5,162$423.0K0.00%00.0%Unchanged
Mid Atlantic Financial Management Inc5,152$423.0K0.03%+2,117+69.8%Added
Regent Investment Management LLC5,275$433.0K0.10%−2,150−29.0%Reduced
Greenleaf Trust5,286$434.0K0.01%−1,503−22.1%Reduced
Cipher Capital LP5,441$446.0K0.25%+5,441New
Silvercrest Asset Management Group LLC5,461$448.0K0.00%+844+18.3%Added
D.A. Davidson & Co.5,570$457.0K0.01%+155+2.9%Added
Mercer Global Advisors Inc5,705$468.0K0.00%+916+19.1%Added
SevenBridge Financial Group, LLC5,715$469.0K0.15%+5,715New
Claybrook Capital, LLC5,715$469.0K0.15%+5,715New
Maryland State Retirement & Pension System5,722$479.0K0.02%00.0%Unchanged
Point72 Hong Kong Ltd6,018$494.0K0.03%−693−10.3%Reduced
Washington Capital Management Inc6,050$496.0K0.60%00.0%Unchanged
Hillsdale Investment Management Inc.6,100$501.0K0.04%+6,100New
Oppenheimer & Co Inc6,182$507.0K0.01%+6,182New
Clearstead Advisors, LLC6,287$516.0K0.04%+300+5.0%Added
Steward Partners Investment Advisory, LLC6,331$519.0K0.01%−161−2.5%Reduced
Profund Advisors LLC6,333$520.0K0.02%−285−4.3%Reduced
Archford Capital Strategies, LLC6,380$523.0K0.13%+1,119+21.3%Added
Blueshift Asset Management, LLC6,489$532.0K0.03%+6,489New
Donoghue Forlines LLC6,588$540.0K0.10%+395+6.4%Added
FinTrust Capital Advisors, LLC6,600$542.0K0.14%+200+3.1%Added
Marshall Wace North America L.P.6,956$571.0K0.00%−12,062−63.4%Reduced
HighTower Advisors, LLC7,022$572.0K0.00%−13,776−66.2%Reduced
Securian Asset Management, Inc6,975$572.0K0.01%−182−2.5%Reduced
HighPoint Advisor Group LLC7,095$582.0K0.06%−1,016−12.5%Reduced
Van Hulzen Asset Management, LLC7,300$599.0K0.09%−462−6.0%Reduced
Shell Asset Management Co7,315$600.0K0.01%−1,946−21.0%Reduced
Venture Visionary Partners LLC7,373$604.0K0.05%+622+9.2%Added
Great Valley Advisor Group, Inc.7,418$608.0K0.04%+338+4.8%Added
Asset Management Corp7,470$613.0K0.40%+1,550+26.2%Added
Millennium Management LLC7,480$614.0K0.00%−222,074−96.7%Reduced
Prospera Financial Services Inc7,647$628.0K0.03%−212−2.7%Reduced