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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
Sutton Wealth Advisors Inc.21$1.72K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$1.00K0.00%−45−86.5%Reduced
Investors Research Corp8$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC11$1.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC16$1.00K0.00%00.0%Unchanged
Washington Trust Co12$1.00K0.00%+12New
Rockefeller Capital Management L.P.17$1.00K0.00%+17New
Raffa Wealth Management, LLC6$4920.00%00.0%Unchanged
Ellevest, Inc.6$00.00%−18−75.0%Reduced
Howe & Rusling Inc2$00.00%00.0%Unchanged
Valley National Advisers Inc1$00.00%00.0%Unchanged
Lee Financial Co3$00.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$00.00%00.0%Unchanged
Sargent Bickham Lagudis LLC2$00.00%00.0%Unchanged
McIlrath & Eck, LLC2$00.00%00.0%Unchanged
Global Trust Asset Management, LLC3$00.00%−1−25.0%Reduced
Elmwood Wealth Management, Inc.4$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.5$00.00%+5New
JJJ Advisors Inc.1$00.00%+1New
Personal Wealth Partners4$00.00%+4New
Aspire Private Capital, LLC1$00.00%+1New
Harel Insurance Investments & Financial Services Ltd.269––+269New
Neuberger Berman Group LLC0$00.00%−1,022,681−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−361,954−100.0%Sold out
Melqart Asset Management (UK) Ltd0$00.00%−355,000−100.0%Sold out
Alpine Associates Management Inc.0$00.00%−311,258−100.0%Sold out
Laurion Capital Management LP0$00.00%−204,647−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−162,700−100.0%Sold out
TIG Advisors, LLC0$00.00%−133,457−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−117,010−100.0%Sold out
Analog Century Management LP0$00.00%−115,737−100.0%Sold out
Harber Asset Management LLC0$00.00%−95,126−100.0%Sold out
General American Investors Co Inc0$00.00%−95,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−75,295−100.0%Sold out
Alphinity Investment Management Pty Ltd0$00.00%−69,604−100.0%Sold out
Commerce Bank0$00.00%−53,455−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−51,975−100.0%Sold out
Crestline Management, LP0$00.00%−47,248−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,530,000−100.0%Sold out
1492 Capital Management LLC0$00.00%−43,522−100.0%Sold out
First Washington CORP0$00.00%−39,620−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−38,291−100.0%Sold out
Silphium Asset Management Ltd0$00.00%−35,000−100.0%Sold out
Millrace Asset Group, Inc.0$00.00%−34,745−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−32,300−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−29,242−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−25,722−100.0%Sold out
Sycomore Asset Management0$00.00%−23,214−100.0%Sold out
Three Peaks Capital Management, LLC0$00.00%−20,352−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−18,200−100.0%Sold out
Connacht Asset Management LP0$00.00%−17,123−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−16,177−100.0%Sold out
LMR Partners LLP0$00.00%−14,657−100.0%Sold out
Capital Fund Management S.A.0$00.00%−13,392−100.0%Sold out
Mastrapasqua Asset Management Inc0$00.00%−12,505−100.0%Sold out
Scott & Selber, Inc.0$00.00%−10,801−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−10,397−100.0%Sold out
B&D White Capital Company, LLC0$00.00%−10,050−100.0%Sold out
Cim, LLC0$00.00%−11,112−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−9,731−100.0%Sold out
Wright Investors Service Inc0$00.00%−9,367−100.0%Sold out
Delphi Management Inc0$00.00%−9,345−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−9,125−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−9,018−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−8,900−100.0%Sold out
Seven Eight Capital, LP0$00.00%−7,883−100.0%Sold out
CIBC World Markets Corp0$00.00%−8,128−100.0%Sold out
Bowling Portfolio Management LLC0$00.00%−8,068−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,957−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−6,965−100.0%Sold out
Origin Asset Management LLP0$00.00%−6,801−100.0%Sold out
Harvest Management LLC0$00.00%−6,000−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−5,842−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−5,673−100.0%Sold out
Globeflex Capital L P0$00.00%−5,589−100.0%Sold out
Creative Planning0$00.00%−5,051−100.0%Sold out
Capula Management Ltd0$00.00%−5,000−100.0%Sold out
Caption Management, LLC0$00.00%−5,000−100.0%Sold out
Toronto Dominion Bank0$00.00%−4,500−100.0%Sold out
Emerald Advisers, LLC0$00.00%−4,391−100.0%Sold out
Vivid Financial Management, Inc.0$00.00%−4,330−100.0%Sold out
Man Group plc0$00.00%−4,213−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−4,177−100.0%Sold out
Summit X, LLC0$00.00%−3,703−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−3,559−100.0%Sold out
Shay Capital LLC0$00.00%−3,500−100.0%Sold out
New England Research & Management, Inc.0$00.00%−3,407−100.0%Sold out
Heck Capital Advisors, LLC0$00.00%−3,281−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−3,272−100.0%Sold out
CIBC World Markets Inc.0$00.00%−3,223−100.0%Sold out
Pendal Group Limited0$00.00%−3,085−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−2,799−100.0%Sold out
Toroso Investments, LLC0$00.00%−2,786−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−2,733−100.0%Sold out
PFG Advisors0$00.00%−2,732−100.0%Sold out
Cigna Investments Inc0$00.00%−2,675−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−2,650−100.0%Sold out
IBM Retirement Fund0$00.00%−2,602−100.0%Sold out
AE Wealth Management LLC0$00.00%−2,602−100.0%Sold out