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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
Macquarie Group Ltd41,361$3.39M0.00%−1,995−4.6%Reduced
Comerica Securities,inc.41,737$3.42M0.26%+5,521+15.2%Added
Walleye Trading LLC43,355$3.56M0.09%+32,840+312.3%Added
Public Employees Retirement System of Ohio44,104$3.62M0.01%+1,666+3.9%Added
State of New Jersey Common Pension Fund D44,622$3.66M0.01%−303−0.7%Reduced
Envestnet Asset Management Inc44,736$3.67M0.00%+6,735+17.7%Added
IMA Wealth, Inc.45,833$3.76M0.88%+815+1.8%Added
Group One Trading, L.P.46,753$3.83M0.07%+24,927+114.2%Added
Raymond James Financial Services Advisors, Inc.48,949$4.01M0.01%+4,297+9.6%Added
Nisa Investment Advisors, LLC51,203$4.20M0.03%+47,555+1,303.6%Added
Citigroup Inc52,000$4.26M0.00%−36,466−41.2%Reduced
NFJ Investment Group, LLC56,444$4.63M0.09%−32,919−36.8%Reduced
Texas Permanent School Fund56,563$4.64M0.05%+80.0%Added
John G Ullman & Associates Inc57,843$4.75M0.62%−1,205−2.0%Reduced
Stifel Financial Corp59,388$4.87M0.01%+2,382+4.2%Added
Amalgamated Bank59,685$4.90M0.04%+49,691+497.2%Added
Ensign Peak Advisors, Inc60,853$4.99M0.01%00.0%Unchanged
Amundi62,416$5.12M0.00%+62,416New
Voloridge Investment Management, LLC62,964$5.17M0.04%+44,042+232.8%Added
Bronson Point Management LLC65,000$5.33M3.14%−85,000−56.7%Reduced
Advisor Group Holdings, Inc.69,008$5.68M0.01%−1,450−2.1%Reduced
Barclays PLC73,689$6.04M0.00%+23,701+47.4%Added
Jane Street Group, LLC74,230$6.09M0.02%−25,310−25.4%Reduced
Advisors Capital Management, LLC75,598$6.20M0.20%+4,220+5.9%Added
Holocene Advisors, LP77,368$6.35M0.04%+41,660+116.7%Added
F&V Capital Management, LLC78,550$6.44M2.37%+800+1.0%Added
Federated Hermes, Inc.82,842$6.80M0.01%−221,584−72.8%Reduced
Manufacturers Life Insurance Company, The83,147$6.82M0.01%−1,824−2.1%Reduced
Woodline Partners LP84,338$6.92M0.13%+84,338New
Nordea Investment Management AB87,461$7.17M0.01%+8,294+10.5%Added
State Board of Administration of Florida Retirement System87,682$7.19M0.01%−160−0.2%Reduced
New York State Teachers Retirement System92,986$7.63M0.02%−4,756−4.9%Reduced
Deutsche Bank AG94,149$7.72M0.00%−5,502−5.5%Reduced
Legal & General Group Plc95,992$7.87M0.00%−20,382−17.5%Reduced
Natixis Advisors, L.P.97,819$8.02M0.04%−2,979−3.0%Reduced
Two Sigma Advisers, LP100,500$8.24M0.02%−10,800−9.7%Reduced
Employees Retirement System of Texas100,600$8.25M0.10%−7,000−6.5%Reduced
Thrivent Financial for Lutherans101,110$8.29M0.02%−269,266−72.7%Reduced
AQR Capital Management LLC101,760$8.35M0.01%+19,233+23.3%Added
New York State Common Retirement Fund101,913$8.36M0.01%+5,010+5.2%Added
Credit Suisse AG106,828$8.76M0.01%−61,315−36.5%Reduced
Smith, Graham & Co., Investment Advisors, LP107,713$8.84M0.78%+20,339+23.3%Added
Penserra Capital Management LLC109,754$9.00M0.16%+11,913+12.2%Added
D. E. Shaw & Co., Inc.111,155$9.12M0.01%+111,155New
Susquehanna Fundamental Investments, LLC118,400$9.71M0.18%−47,500−28.6%Reduced
United Capital Financial Advisers, LLC118,734$9.74M0.05%+65,912+124.8%Added
Tocqueville Asset Management L.P.120,835$9.91M0.14%+11,700+10.7%Added
Ameritas Investment Company, LLC121,727$9.99M0.49%+121,727New
UBS Asset Management Americas Inc123,557$10.1M0.00%+4,716+4.0%Added
Westpac Banking Corp128,547$10.5M0.11%+7,162+5.9%Added
California State Teachers Retirement System128,791$10.6M0.01%−3,017−2.3%Reduced
Wells Fargo & Company130,498$10.7M0.00%−77,977−37.4%Reduced
LPL Financial LLC131,495$10.8M0.01%+37,382+39.7%Added
American International Group, Inc.134,830$11.1M0.04%−2,439−1.8%Reduced
Mutual of America Capital Management LLC140,810$11.6M0.11%+24,479+21.0%Added
Raymond James & Associates141,048$11.6M0.01%+4,909+3.6%Added
Front Street Capital Management, Inc.142,076$11.7M2.12%−4,960−3.4%Reduced
Snow Capital Management LP142,308$11.7M1.66%+142,308New
Comerica Bank143,411$12.2M0.07%+38,850+37.2%Added
UBS Group AG148,653$12.2M0.01%+17,275+13.1%Added
Channing Capital Management, LLC152,995$12.6M0.41%+14,746+10.7%Added
Kennedy Capital Management, Inc.158,486$13.0M0.28%−98,653−38.4%Reduced
Loomis Sayles & Co L P159,932$13.1M0.02%+5,756+3.7%Added
First Trust Advisors LP160,339$13.2M0.01%−22,823−12.5%Reduced
Indus Capital Partners, LLC160,501$13.2M2.23%+9,260+6.1%Added
Community Trust & Investment Co165,343$13.6M1.24%+63,828+62.9%Added
Victory Capital Management Inc165,832$13.6M0.01%−28,601−14.7%Reduced
Reilly Financial Advisors, LLC166,704$13.7M1.11%+72,607+77.2%Added
Swiss National Bank166,815$13.7M0.01%−5,600−3.2%Reduced
California Public Employees Retirement System170,187$14.0M0.01%−7,353−4.1%Reduced
Susquehanna International Group, LLP175,365$14.4M0.02%−45,838−20.7%Reduced
Panagora Asset Management Inc178,438$14.6M0.08%−1,500−0.8%Reduced
Parametric Portfolio Associates LLC180,009$14.8M0.01%+51,727+40.3%Added
FIL Ltd180,835$14.8M0.02%+128,951+248.5%Added
JPMorgan Chase & Co181,186$14.9M0.00%−22,991−11.3%Reduced
Rhumbline Advisers200,817$16.5M0.02%−3,827−1.9%Reduced
Peregrine Capital Management LLC203,856$16.7M0.30%−10,572−4.9%Reduced
Retirement Systems of Alabama203,880$16.7M0.06%+740.0%Added
Reinhart Partners, Inc.204,948$16.8M0.84%−2,200−1.1%Reduced
Aviva PLC223,510$18.3M0.08%+15,765+7.6%Added
Divisar Capital Management LLC230,474$18.9M6.26%+20,000+9.5%Added
North Growth Management Ltd.233,000$19.1M3.10%+25,000+12.0%Added
Invesco Ltd.236,157$19.4M0.00%+28,970+14.0%Added
Price T Rowe Associates Inc239,393$19.6M0.00%−2,080−0.9%Reduced
Principal Financial Group Inc264,002$21.7M0.01%+3,411+1.3%Added
Paradigm Capital Management Inc265,965$21.8M1.05%−9,500−3.4%Reduced
Arnhold LLC273,379$22.4M2.54%+143,382+110.3%Added
Neumeier Poma Investment Counsel LLC277,615$22.8M1.33%+25,000+9.9%Added
Kornitzer Capital Management Inc312,788$25.7M0.39%−194,238−38.3%Reduced
Citadel Advisors LLC313,373$25.7M0.03%+100,539+47.2%Added
Todd Asset Management LLC315,668$25.9M0.58%+819+0.3%Added
Nuveen Asset Management, LLC328,758$27.0M0.01%+21,174+6.9%Added
Teachers Retirement System of the State of Kentucky335,786$27.5M0.25%+6,750+2.1%Added
Scout Investments, Inc.344,748$28.3M0.42%+51,403+17.5%Added
Eagle Asset Management Inc439,339$36.0M0.15%−196,665−30.9%Reduced
State of Wisconsin Investment Board474,518$38.9M0.08%−3,412−0.7%Reduced
Goldman Sachs Group Inc482,567$39.6M0.01%+186,661+63.1%Added
Norges Bank546,895$44.9M0.01%−160,127−22.6%Reduced
Morgan Stanley582,033$47.7M0.01%+345,352+145.9%Added
Charles Schwab Investment Management Inc610,312$50.1M0.02%+21,933+3.7%Added