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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, Q3 2021

Institutional positions in Lumentum Holdings Inc. as of Sep 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
434
+16 vs. Q2 2021
Shares held
66.1M
−1.75M (−2.6%) vs. Q2 2021
Total value
$5.52B
−$44.1M (−0.8%) vs. Q2 2021
New holders
53
125 more added
Sold out
37
164 more reduced

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 434 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 heldQ3 2021: $5.52B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q2 2021.

Institutions holding LITE in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP10,155,674$848.4M0.14%+192,630+1.9%Added
Vanguard Group Inc6,673,637$557.5M0.01%−471,706−6.6%Reduced
BlackRock Inc.6,333,096$529.1M0.01%−89,142−1.4%Reduced
Alliancebernstein L.P.4,823,805$403.0M0.16%+641,731+15.3%Added
Bank of New York Mellon Corp2,657,250$222.0M0.04%+34,580+1.3%Added
Ameriprise Financial Inc2,286,644$191.0M0.06%+283,984+14.2%Added
State Street Corp1,936,827$161.8M0.01%+12,494+0.6%Added
FMR LLC1,798,274$150.2M0.01%−1,236,446−40.7%Reduced
Bank of America Corp1,477,293$123.4M0.01%+37,710+2.6%Added
Westfield Capital Management Co LP1,068,930$89.3M0.54%+59,895+5.9%Added
Geode Capital Management, LLC1,027,165$85.8M0.01%+2,443+0.2%Added
ValueAct Holdings, L.P.SuperinvestorValueAct Capital1,000,000$83.5M0.97%+32,951+3.4%Added
Fisher Asset Management, LLC858,688$71.7M0.04%+11,457+1.4%Added
Schroder Investment Management Group812,024$67.8M0.10%−12,630−1.5%Reduced
Robeco Schweiz AG750,000$62.7M0.73%−380,000−33.6%Reduced
Swedbank AB750,000$62.7M0.12%00.0%Unchanged
Dimensional Fund Advisors LP702,819$58.7M0.02%+82,639+13.3%Added
Norges Bank654,618$54.7M0.01%+107,723+19.7%Added
Point72 Asset Management, L.P.646,400$54.0M0.26%+646,400New
Charles Schwab Investment Management Inc631,649$52.8M0.02%+21,337+3.5%Added
Pinnacle Associates Ltd628,092$52.5M0.97%−50,363−7.4%Reduced
AXA S.A.627,790$52.4M0.15%−17,989−2.8%Reduced
Citadel Advisors LLC626,759$52.4M0.06%+313,386+100.0%Added
Northern Trust Corp617,507$51.6M0.01%−8,885−1.4%Reduced
Natixis541,536$45.2M0.16%−545,698−50.2%Reduced
State of Wisconsin Investment Board471,362$39.4M0.08%−3,156−0.7%Reduced
Goldman Sachs Group Inc360,311$30.1M0.01%−122,256−25.3%Reduced
Morgan Stanley352,470$29.4M0.00%−229,563−39.4%Reduced
Teachers Retirement System of the State of Kentucky339,986$28.4M0.26%+4,200+1.3%Added
Scout Investments, Inc.339,659$28.4M0.42%−5,089−1.5%Reduced
Todd Asset Management LLC313,729$26.2M0.60%−1,939−0.6%Reduced
Nuveen Asset Management, LLC286,489$23.9M0.01%−42,269−12.9%Reduced
Eagle Asset Management Inc282,965$23.6M0.11%−156,374−35.6%Reduced
Arnhold LLC270,684$22.6M2.61%−2,695−1.0%Reduced
Neumeier Poma Investment Counsel LLC266,550$22.3M1.32%−11,065−4.0%Reduced
Principal Financial Group Inc262,367$21.9M0.01%−1,635−0.6%Reduced
Paradigm Capital Management Inc249,200$20.8M1.07%−16,765−6.3%Reduced
Aviva PLC243,925$20.4M0.09%+20,415+9.1%Added
Divisar Capital Management LLC235,474$19.7M6.74%+5,000+2.2%Added
North Growth Management Ltd.233,000$19.5M3.43%00.0%Unchanged
Invesco Ltd.224,482$18.8M0.00%−11,675−4.9%Reduced
Price T Rowe Associates Inc222,067$18.6M0.00%−17,326−7.2%Reduced
Retirement Systems of Alabama213,277$17.8M0.07%+9,397+4.6%Added
Parametric Portfolio Associates LLC196,300$16.4M0.01%+16,291+9.1%Added
Rhumbline Advisers193,653$16.2M0.02%−7,164−3.6%Reduced
Peregrine Capital Management LLC192,161$16.1M0.33%−11,695−5.7%Reduced
FIL Ltd190,053$15.9M0.02%+9,218+5.1%Added
Force Hill Capital Management LP186,500$15.6M3.85%+186,500New
California Public Employees Retirement System173,062$14.5M0.01%+2,875+1.7%Added
D. E. Shaw & Co., Inc.170,264$14.2M0.02%+59,109+53.2%Added
JPMorgan Chase & Co168,005$14.0M0.00%−13,181−7.3%Reduced
Swiss National Bank167,715$14.0M0.01%+900+0.5%Added
Community Trust & Investment Co163,682$13.7M1.14%−1,661−1.0%Reduced
Indus Capital Partners, LLC160,501$13.4M2.31%00.0%Unchanged
Loomis Sayles & Co L P159,868$13.4M0.02%−640.0%Reduced
Kornitzer Capital Management Inc158,156$13.2M0.20%−154,632−49.4%Reduced
Victory Capital Management Inc158,027$13.2M0.01%−7,805−4.7%Reduced
First Trust Advisors LP155,632$13.0M0.01%−4,707−2.9%Reduced
Kennedy Capital Management, Inc.155,596$13.0M0.29%−2,890−1.8%Reduced
Channing Capital Management, LLC153,133$12.8M0.40%+138+0.1%Added
Bronson Point Management LLC150,000$12.5M5.48%+85,000+130.8%Added
LPL Financial LLC146,608$12.2M0.01%+15,113+11.5%Added
Easterly Investment Partners LLC145,323$12.1M0.82%+145,323New
Raymond James & Associates144,957$12.1M0.01%+3,909+2.8%Added
Westpac Banking Corp144,503$12.1M0.13%+15,956+12.4%Added
Mutual of America Capital Management LLC139,852$11.7M0.12%−958−0.7%Reduced
Front Street Capital Management, Inc.139,128$11.6M2.23%−2,948−2.1%Reduced
Susquehanna International Group, LLP137,929$11.5M0.01%−37,436−21.3%Reduced
Comerica Bank133,042$11.2M0.07%−10,369−7.2%Reduced
UBS Group AG133,834$11.2M0.00%−14,819−10.0%Reduced
American International Group, Inc.130,714$10.9M0.06%−4,116−3.1%Reduced
California State Teachers Retirement System127,236$10.6M0.01%−1,555−1.2%Reduced
Marshall Wace North America L.P.124,541$10.4M0.04%+117,585+1,690.4%Added
Ameritas Investment Company, LLC121,787$10.2M0.47%+600.0%Added
Tocqueville Asset Management L.P.120,835$10.1M0.15%00.0%Unchanged
UBS Asset Management Americas Inc118,773$9.92M0.00%−4,784−3.9%Reduced
AQR Capital Management LLC118,712$9.92M0.02%+16,952+16.7%Added
Balyasny Asset Management LLC118,110$9.87M0.05%+118,110New
Natixis Advisors, L.P.114,898$9.60M0.04%+17,079+17.5%Added
Legal & General Group Plc112,391$9.39M0.00%+16,399+17.1%Added
Penserra Capital Management LLC108,545$9.07M0.19%−1,209−1.1%Reduced
New York State Common Retirement Fund104,160$8.70M0.01%+2,247+2.2%Added
Employees Retirement System of Texas97,600$8.15M0.09%−3,000−3.0%Reduced
Smith, Graham & Co., Investment Advisors, LP96,987$8.10M0.81%−10,726−10.0%Reduced
New York State Teachers Retirement System95,695$7.99M0.02%+2,709+2.9%Added
Zweig-DiMenna Associates LLC95,500$7.98M0.56%+95,500New
Credit Suisse AG93,629$7.82M0.01%−13,199−12.4%Reduced
Two Sigma Advisers, LP93,400$7.80M0.02%−7,100−7.1%Reduced
Deutsche Bank AG91,987$7.68M0.00%−2,162−2.3%Reduced
Nordea Investment Management AB87,096$7.40M0.01%−365−0.4%Reduced
State Board of Administration of Florida Retirement System88,082$7.36M0.01%+400+0.5%Added
Manufacturers Life Insurance Company, The87,444$7.30M0.01%+4,297+5.2%Added
Squarepoint Ops LLC83,143$6.95M0.05%+55,928+205.5%Added
Federated Hermes, Inc.82,589$6.90M0.01%−253−0.3%Reduced
Advisors Capital Management, LLC81,749$6.83M0.21%+6,151+8.1%Added
F&V Capital Management, LLC77,945$6.51M2.61%−605−0.8%Reduced
Verition Fund Management LLC75,000$6.27M0.10%+75,000New
United Capital Financial Advisers, LLC73,702$6.16M0.03%−45,032−37.9%Reduced
Barclays PLC72,093$6.02M0.00%−1,596−2.2%Reduced
Advisor Group Holdings, Inc.70,505$5.92M0.01%+1,497+2.2%Added