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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, 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: $5.58BQ3 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, 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
Steward Partners Investment Advisory, LLC6,603$552.0K0.01%+272+4.3%Added
Wolverine Trading, LLC6,633$557.0K0.01%+3,263+96.8%Added
Securian Asset Management, Inc6,806$569.0K0.01%−169−2.4%Reduced
Shell Asset Management Co6,995$584.0K0.01%−320−4.4%Reduced
HighPoint Advisor Group LLC7,174$599.0K0.06%+79+1.1%Added
Hancock Whitney Corp7,189$601.0K0.02%−24,490−77.3%Reduced
Russell Investments Group, Ltd.7,334$611.0K0.00%−4,432−37.7%Reduced
Van Hulzen Asset Management, LLC7,310$611.0K0.09%+10+0.1%Added
Asset Management Corp7,470$624.0K0.39%00.0%Unchanged
Prospera Financial Services Inc7,510$627.0K0.03%−137−1.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7,788$650.0K0.05%00.0%Unchanged
Keybank National Association7,811$653.0K0.00%+30+0.4%Added
Oppenheimer & Co Inc8,283$692.0K0.01%+2,101+34.0%Added
Panagora Asset Management Inc8,297$693.0K0.00%−170,141−95.4%Reduced
Crossmark Global Holdings, Inc.8,496$710.0K0.02%−70−0.8%Reduced
Xponance, Inc.8,542$714.0K0.01%−331−3.7%Reduced
Prudential Financial Inc8,591$734.0K0.00%−443−4.9%Reduced
White Pine Capital LLC9,120$762.0K0.23%−100−1.1%Reduced
Two Sigma Securities, LLC9,449$789.0K0.16%+9,449New
Westport Asset Management Inc9,500$794.0K0.39%00.0%Unchanged
ProShare Advisors LLC9,659$807.0K0.00%−524−5.1%Reduced
Pathstone Family Office, LLC9,826$820.0K0.02%+1,169+13.5%Added
Pinnacle Wealth Management Advisory Group, LLC9,960$832.0K0.19%−4,500−31.1%Reduced
Cito Capital Group, LLC10,000$835.0K0.39%−1,000−9.1%Reduced
Bank of Montreal10,165$859.0K0.00%+551+5.7%Added
Synovus Financial Corp10,359$865.0K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)10,628$888.0K0.00%−10,789−50.4%Reduced
Independent Financial Group, LLC10,745$897.6K0.09%+530+5.2%Added
Public Employees Retirement Association of Colorado10,749$898.0K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC10,800$902.0K0.01%+10,800New
MML Investors Services, LLC10,957$915.0K0.01%+495+4.7%Added
Baird Financial Group, Inc.10,961$916.0K0.00%−800−6.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt11,300$944.0K0.06%00.0%Unchanged
NJ State Employees Deferred Compensation Plan11,475$958.0K0.13%00.0%Unchanged
Gotham Asset Management, LLC11,578$967.0K0.04%−7,610−39.7%Reduced
State of Alaska, Department of Revenue11,648$973.0K0.01%−139−1.2%Reduced
Westside Investment Management, Inc.11,805$986.0K0.01%−1,490−11.2%Reduced
TrinityPoint Wealth, LLC11,969$1.00M0.19%−200−1.6%Reduced
First Manhattan Co12,020$1.00M0.00%+425+3.7%Added
Teacher Retirement System of Texas12,200$1.02M0.01%+2,361+24.0%Added
Werlinich Asset Management, LLC12,210$1.02M0.82%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC12,538$1.05M0.02%−103−0.8%Reduced
Green Alpha Advisors, LLC12,691$1.06M0.73%+436+3.6%Added
Truist Financial Corp12,695$1.06M0.00%+146+1.2%Added
DuPont Capital Management Corp13,261$1.11M0.03%+5,339+67.4%Added
DekaBank Deutsche Girozentrale13,350$1.11M0.00%00.0%Unchanged
Guild Investment Management, Inc.13,415$1.12M1.08%−18,961−58.6%Reduced
South Dakota Investment Council13,750$1.15M0.02%00.0%Unchanged
Metropolitan Life Insurance Co13,852$1.16M0.02%−484−3.4%Reduced
Winton Group Ltd13,990$1.17M0.07%−2,165−13.4%Reduced
Marshall Wace, LLP14,090$1.18M0.01%+8,994+176.5%Added
Handelsbanken Fonder AB14,147$1.18M0.01%00.0%Unchanged
Mariner, LLC14,335$1.20M0.01%−13,230−48.0%Reduced
Belpointe Asset Management LLC14,365$1.20M0.08%+12,900+880.5%Added
HSBC Holdings PLC14,392$1.21M0.00%+2,336+19.4%Added
Lazard Asset Management LLC14,863$1.24M0.00%+14,863New
Supplemental Annuity Collective Trust of NJ15,000$1.25M0.41%00.0%Unchanged
Polianta Ltd15,000$1.25M0.58%+100+0.7%Added
The PNC Financial Services Group, Inc.15,462$1.29M0.00%−48−0.3%Reduced
New Mexico Educational Retirement Board15,700$1.31M0.05%00.0%Unchanged
King Luther Capital Management Corp15,870$1.33M0.01%−480−2.9%Reduced
Rothschild Investment Corp16,449$1.38M0.12%−112−0.7%Reduced
Princeton Capital Management LLC16,471$1.38M0.44%+229+1.4%Added
First Hawaiian Bank16,515$1.38M0.06%−55−0.3%Reduced
Johnson Investment Counsel Inc16,686$1.39M0.02%+10+0.1%Added
Simplex Trading, LLC16,779$1.41M0.05%−300−1.8%Reduced
Nomura Holdings Inc16,630$1.42M0.01%+11,681+236.0%Added
Walleye Capital LLC17,145$1.43M0.04%+17,145New
Thompson Investment Management, Inc.17,500$1.46M0.22%−500−2.8%Reduced
Assenagon Asset Management S.A.17,661$1.48M0.01%+1,458+9.0%Added
State of Michigan Retirement System19,034$1.59M0.01%−100−0.5%Reduced
McDonald Partners LLC19,035$1.59M0.37%+785+4.3%Added
Louisiana State Employees Retirement System19,400$1.62M0.04%−300−1.5%Reduced
American Century Companies Inc19,512$1.63M0.00%+1,747+9.8%Added
Cetera Investment Advisers19,788$1.65M0.03%−3,430−14.8%Reduced
Shay Capital LLC19,950$1.67M0.53%+19,950New
Voya Investment Management LLC20,489$1.71M0.00%−317−1.5%Reduced
Arizona State Retirement System20,675$1.73M0.01%+98+0.5%Added
Millennium Management LLC22,009$1.84M0.00%+14,529+194.2%Added
Federation des caisses Desjardins du Quebec22,575$1.88M0.02%+4,410+24.3%Added
Royal Bank of Canada23,200$1.94M0.00%−6,074−20.7%Reduced
BNP Paribas Arbitrage, SA23,817$1.99M0.00%−8,843−27.1%Reduced
Occudo Quantitative Strategies LP24,080$2.01M0.24%+24,080New
Vontobel Holding Ltd.24,114$2.01M0.02%+150+0.6%Added
Ergoteles LLC24,664$2.06M0.08%+24,664New
Cambridge Investment Research Advisors, Inc.24,863$2.08M0.01%−203−0.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,075$2.10M0.02%−210−0.8%Reduced
Oregon Public Employees Retirement Fund25,536$2.13M0.02%−337−1.3%Reduced
Commonwealth Equity Services, LLC26,413$2.21M0.01%−2,518−8.7%Reduced
Voloridge Investment Management, LLC26,514$2.21M0.01%−36,450−57.9%Reduced
Value Holdings Management Co. LLC27,000$2.25M0.51%00.0%Unchanged
Treasurer of the State of North Carolina27,249$2.28M0.01%+919+3.5%Added
Guggenheim Capital LLC27,968$2.34M0.01%+1,697+6.5%Added
Bridge City Capital, LLC28,339$2.37M1.07%−7,444−20.8%Reduced
Tudor Investment Corp Et Al28,571$2.39M0.05%−4,770−14.3%Reduced
Thrivent Financial for Lutherans29,655$2.48M0.01%−71,455−70.7%Reduced
Janus Henderson Group PLC30,444$2.54M0.00%+30,444New
Ameritas Investment Partners, Inc.30,805$2.57M0.09%−410−1.3%Reduced
Chilton Investment Co LLC30,945$2.58M0.06%+4,247+15.9%Added
Susquehanna Fundamental Investments, LLC32,336$2.70M0.05%−86,064−72.7%Reduced