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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
Barclays PLC73,689$6.04M0.00%+23,701+47.4%Added
Advisor Group Holdings, Inc.69,008$5.68M0.01%−1,450−2.1%Reduced
Bronson Point Management LLC65,000$5.33M3.14%−85,000−56.7%Reduced
Voloridge Investment Management, LLC62,964$5.17M0.04%+44,042+232.8%Added
Amundi62,416$5.12M0.00%+62,416New
Ensign Peak Advisors, Inc60,853$4.99M0.01%00.0%Unchanged
Amalgamated Bank59,685$4.90M0.04%+49,691+497.2%Added
Stifel Financial Corp59,388$4.87M0.01%+2,382+4.2%Added
John G Ullman & Associates Inc57,843$4.75M0.62%−1,205−2.0%Reduced
Texas Permanent School Fund56,563$4.64M0.05%+80.0%Added
NFJ Investment Group, LLC56,444$4.63M0.09%−32,919−36.8%Reduced
Citigroup Inc52,000$4.26M0.00%−36,466−41.2%Reduced
Nisa Investment Advisors, LLC51,203$4.20M0.03%+47,555+1,303.6%Added
Raymond James Financial Services Advisors, Inc.48,949$4.01M0.01%+4,297+9.6%Added
Group One Trading, L.P.46,753$3.83M0.07%+24,927+114.2%Added
IMA Wealth, Inc.45,833$3.76M0.88%+815+1.8%Added
Envestnet Asset Management Inc44,736$3.67M0.00%+6,735+17.7%Added
State of New Jersey Common Pension Fund D44,622$3.66M0.01%−303−0.7%Reduced
Public Employees Retirement System of Ohio44,104$3.62M0.01%+1,666+3.9%Added
Walleye Trading LLC43,355$3.56M0.09%+32,840+312.3%Added
Comerica Securities,inc.41,737$3.42M0.26%+5,521+15.2%Added
Macquarie Group Ltd41,361$3.39M0.00%−1,995−4.6%Reduced
J. Goldman & Co LP40,161$3.29M0.21%+40,161New
Brinker Capital Investments, LLC40,062$3.29M0.04%+9,497+31.1%Added
Pekin Hardy Strauss, Inc.38,820$3.18M0.45%+38,820New
SEI Investments Co38,225$3.13M0.01%+5,427+16.5%Added
Cubist Systematic Strategies, LLC38,093$3.13M0.04%+20,182+112.7%Added
MetLife Investment Management37,925$3.11M0.03%−1,177−3.0%Reduced
Pacer Advisors, Inc.37,755$3.10M0.04%+19,782+110.1%Added
State of Tennessee, Treasury Department37,706$3.09M0.01%00.0%Unchanged
Bridge City Capital, LLC35,783$2.94M1.00%−1,253−3.4%Reduced
Tudor Investment Corp Et Al33,341$2.73M0.06%+19,306+137.6%Added
BNP Paribas Arbitrage, SA32,660$2.68M0.01%+9,991+44.1%Added
Guild Investment Management, Inc.32,376$2.66M2.57%+32,376New
Hancock Whitney Corp31,679$2.60M0.08%−10,656−25.2%Reduced
Ameritas Investment Partners, Inc.31,215$2.56M0.09%−351−1.1%Reduced
Great West Life Assurance Co29,518$2.42M0.01%−137−0.5%Reduced
Royal Bank of Canada29,274$2.40M0.00%−18,306−38.5%Reduced
Commonwealth Equity Services, LLC28,931$2.37M0.01%+1,236+4.5%Added
Ellis Investment Partners, LLC28,502$2.34M0.60%+3,097+12.2%Added
PEAK6 Investments LLC28,445$2.33M0.06%+28,445New
Mariner, LLC27,565$2.26M0.01%+232+0.8%Added
Squarepoint Ops LLC27,215$2.23M0.02%−15,739−36.6%Reduced
Value Holdings Management Co. LLC27,000$2.21M0.50%+9,000+50.0%Added
Chilton Investment Co LLC26,698$2.19M0.06%−152,753−85.1%Reduced
Grassi Investment Management26,625$2.18M0.24%−350−1.3%Reduced
Treasurer of the State of North Carolina26,330$2.16M0.01%−1,400−5.0%Reduced
Guggenheim Capital LLC26,271$2.15M0.01%+11,511+78.0%Added
Boardman Bay Capital Management LLC26,217$2.15M3.49%−228,275−89.7%Reduced
Oregon Public Employees Retirement Fund25,873$2.12M0.02%+781+3.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,285$2.07M0.02%+31+0.1%Added
Cambridge Investment Research Advisors, Inc.25,066$2.06M0.01%+17,562+234.0%Added
Sciencast Management LP24,311$2.02M0.42%+24,311New
Vontobel Holding Ltd.23,964$1.99M0.02%+10,849+82.7%Added
Cetera Investment Advisers23,218$1.91M0.03%+10,365+80.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)21,417$1.76M0.01%+9,825+84.8%Added
Voya Investment Management LLC20,806$1.71M0.00%−200,759−90.6%Reduced
Arizona State Retirement System20,577$1.69M0.01%−1,390−6.3%Reduced
Louisiana State Employees Retirement System19,700$1.62M0.04%00.0%Unchanged
Gotham Asset Management, LLC19,188$1.57M0.07%+6,451+50.6%Added
State of Michigan Retirement System19,134$1.57M0.01%−8,900−31.7%Reduced
Quantbot Technologies LP18,854$1.55M0.12%−2,025−9.7%Reduced
McDonald Partners LLC18,250$1.50M0.35%+387+2.2%Added
Federation des caisses Desjardins du Quebec18,165$1.49M0.02%+17,590+3,059.1%Added
Thompson Investment Management, Inc.18,000$1.48M0.21%00.0%Unchanged
American Century Companies Inc17,765$1.46M0.00%−192,240−91.5%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital17,766$1.46M0.01%+14,660+472.0%Added
Simplex Trading, LLC17,079$1.40M0.05%+12,223+251.7%Added
Johnson Investment Counsel Inc16,676$1.37M0.02%+16,676New
First Hawaiian Bank16,570$1.36M0.06%−2,823−14.6%Reduced
Rothschild Investment Corp16,561$1.36M0.11%+12+0.1%Added
King Luther Capital Management Corp16,350$1.34M0.01%+360+2.3%Added
Oppenheimer Asset Management Inc.16,273$1.33M0.02%−174−1.1%Reduced
Princeton Capital Management LLC16,242$1.33M0.41%+223+1.4%Added
Assenagon Asset Management S.A.16,203$1.33M0.01%−255,494−94.0%Reduced
Winton Group Ltd16,155$1.32M0.07%+9,429+140.2%Added
New Mexico Educational Retirement Board15,700$1.29M0.04%+2,500+18.9%Added
SG Americas Securities, LLC15,666$1.28M0.01%−9,957−38.9%Reduced
The PNC Financial Services Group, Inc.15,510$1.27M0.00%−1,440−8.5%Reduced
Supplemental Annuity Collective Trust of NJ15,000$1.23M0.40%00.0%Unchanged
Polianta Ltd14,900$1.22M0.63%+14,900New
Pinnacle Wealth Management Advisory Group, LLC14,460$1.19M0.28%+14,460New
AlphaCrest Capital Management LLC14,440$1.19M0.05%+1,640+12.8%Added
Metropolitan Life Insurance Co14,336$1.18M0.02%−401−2.7%Reduced
Handelsbanken Fonder AB14,147$1.16M0.01%−200−1.4%Reduced
South Dakota Investment Council13,750$1.13M0.02%+13,750New
DekaBank Deutsche Girozentrale13,350$1.09M0.00%+12,000+888.9%Added
Paloma Partners Management Co13,316$1.09M0.03%+13,316New
Westside Investment Management, Inc.13,295$1.09M0.01%+8,088+155.3%Added
Northwestern Mutual Investment Management Company, LLC12,641$1.04M0.02%+14+0.1%Added
Truist Financial Corp12,549$1.03M0.00%−593−4.5%Reduced
Green Alpha Advisors, LLC12,255$1.00M0.68%+4,138+51.0%Added
Werlinich Asset Management, LLC12,210$1.00M0.81%+800+7.0%Added
TrinityPoint Wealth, LLC12,169$998.0K0.20%+2,018+19.9%Added
HSBC Holdings PLC12,056$997.0K0.00%−8,441−41.2%Reduced
Tower Research Capital LLC (TRC)11,867$974.0K0.03%+1,716+16.9%Added
State of Alaska, Department of Revenue11,787$966.0K0.01%−73−0.6%Reduced
Baird Financial Group, Inc.11,761$965.0K0.00%−33−0.3%Reduced
Russell Investments Group, Ltd.11,766$963.0K0.00%−3,879−24.8%Reduced
First Manhattan Co11,595$951.0K0.00%+2,175+23.1%Added