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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
Envestnet Asset Management Inc34,411$2.88M0.00%−10,325−23.1%Reduced
Citigroup Inc35,087$2.93M0.00%−16,913−32.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund35,200$2.94M0.01%+31,999+999.7%Added
Renaissance Technologies LLC35,606$2.98M0.00%+35,606New
Great West Life Assurance Co35,642$3.00M0.01%+6,124+20.7%Added
MetLife Investment Management36,463$3.05M0.03%−1,462−3.9%Reduced
Walleye Trading LLC36,616$3.06M0.07%−6,739−15.5%Reduced
Cubist Systematic Strategies, LLC38,263$3.20M0.04%+170+0.4%Added
Wells Fargo & Company38,914$3.25M0.00%−91,584−70.2%Reduced
Brinker Capital Investments, LLC40,062$3.29M0.05%00.0%Unchanged
Pekin Hardy Strauss, Inc.40,310$3.37M0.48%+1,490+3.8%Added
SEI Investments Co41,846$3.50M0.01%+3,621+9.5%Added
Kovitz Investment Group Partners, LLC43,116$3.60M0.07%+43,116New
Public Employees Retirement System of Ohio43,298$3.62M0.01%−806−1.8%Reduced
Comerica Securities,inc.43,778$3.66M0.26%+2,041+4.9%Added
Pacer Advisors, Inc.44,320$3.70M0.05%+6,565+17.4%Added
State of New Jersey Common Pension Fund D44,816$3.74M0.01%+194+0.4%Added
Macquarie Group Ltd45,971$3.84M0.00%+4,610+11.1%Added
IMA Wealth, Inc.46,207$3.86M0.91%+374+0.8%Added
Boardman Bay Capital Management LLC46,738$3.90M7.06%+20,521+78.3%Added
Raymond James Financial Services Advisors, Inc.47,221$3.94M0.01%−1,728−3.5%Reduced
MUFG Securities EMEA plc48,000$4.01M0.05%+48,000New
HRT Financial LP50,288$4.20M0.03%+50,288New
NFJ Investment Group, LLC50,803$4.25M0.08%−5,641−10.0%Reduced
State of Tennessee, Treasury Department53,524$4.47M0.02%+15,818+42.0%Added
Stifel Financial Corp53,610$4.48M0.01%−5,778−9.7%Reduced
Amalgamated Bank54,080$4.52M0.04%−5,605−9.4%Reduced
Holocene Advisors, LP54,642$4.57M0.03%−22,726−29.4%Reduced
Texas Permanent School Fund56,146$4.69M0.06%−417−0.7%Reduced
John G Ullman & Associates Inc56,643$4.73M0.64%−1,200−2.1%Reduced
Ensign Peak Advisors, Inc60,853$5.08M0.01%00.0%Unchanged
Group One Trading, L.P.63,846$5.33M0.12%+17,093+36.6%Added
Amundi65,000$5.43M0.00%+2,584+4.1%Added
Jane Street Group, LLC69,261$5.79M0.01%−4,969−6.7%Reduced
Advisor Group Holdings, Inc.70,505$5.92M0.01%+1,497+2.2%Added
Barclays PLC72,093$6.02M0.00%−1,596−2.2%Reduced
United Capital Financial Advisers, LLC73,702$6.16M0.03%−45,032−37.9%Reduced
Verition Fund Management LLC75,000$6.27M0.10%+75,000New
F&V Capital Management, LLC77,945$6.51M2.61%−605−0.8%Reduced
Advisors Capital Management, LLC81,749$6.83M0.21%+6,151+8.1%Added
Federated Hermes, Inc.82,589$6.90M0.01%−253−0.3%Reduced
Squarepoint Ops LLC83,143$6.95M0.05%+55,928+205.5%Added
Manufacturers Life Insurance Company, The87,444$7.30M0.01%+4,297+5.2%Added
State Board of Administration of Florida Retirement System88,082$7.36M0.01%+400+0.5%Added
Nordea Investment Management AB87,096$7.40M0.01%−365−0.4%Reduced
Deutsche Bank AG91,987$7.68M0.00%−2,162−2.3%Reduced
Two Sigma Advisers, LP93,400$7.80M0.02%−7,100−7.1%Reduced
Credit Suisse AG93,629$7.82M0.01%−13,199−12.4%Reduced
Zweig-DiMenna Associates LLC95,500$7.98M0.56%+95,500New
New York State Teachers Retirement System95,695$7.99M0.02%+2,709+2.9%Added
Smith, Graham & Co., Investment Advisors, LP96,987$8.10M0.81%−10,726−10.0%Reduced
Employees Retirement System of Texas97,600$8.15M0.09%−3,000−3.0%Reduced
New York State Common Retirement Fund104,160$8.70M0.01%+2,247+2.2%Added
Penserra Capital Management LLC108,545$9.07M0.19%−1,209−1.1%Reduced
Legal & General Group Plc112,391$9.39M0.00%+16,399+17.1%Added
Natixis Advisors, L.P.114,898$9.60M0.04%+17,079+17.5%Added
Balyasny Asset Management LLC118,110$9.87M0.05%+118,110New
AQR Capital Management LLC118,712$9.92M0.02%+16,952+16.7%Added
UBS Asset Management Americas Inc118,773$9.92M0.00%−4,784−3.9%Reduced
Tocqueville Asset Management L.P.120,835$10.1M0.15%00.0%Unchanged
Ameritas Investment Company, LLC121,787$10.2M0.47%+600.0%Added
Marshall Wace North America L.P.124,541$10.4M0.04%+117,585+1,690.4%Added
California State Teachers Retirement System127,236$10.6M0.01%−1,555−1.2%Reduced
American International Group, Inc.130,714$10.9M0.06%−4,116−3.1%Reduced
UBS Group AG133,834$11.2M0.00%−14,819−10.0%Reduced
Comerica Bank133,042$11.2M0.07%−10,369−7.2%Reduced
Susquehanna International Group, LLP137,929$11.5M0.01%−37,436−21.3%Reduced
Front Street Capital Management, Inc.139,128$11.6M2.23%−2,948−2.1%Reduced
Mutual of America Capital Management LLC139,852$11.7M0.12%−958−0.7%Reduced
Westpac Banking Corp144,503$12.1M0.13%+15,956+12.4%Added
Raymond James & Associates144,957$12.1M0.01%+3,909+2.8%Added
Easterly Investment Partners LLC145,323$12.1M0.82%+145,323New
LPL Financial LLC146,608$12.2M0.01%+15,113+11.5%Added
Bronson Point Management LLC150,000$12.5M5.48%+85,000+130.8%Added
Channing Capital Management, LLC153,133$12.8M0.40%+138+0.1%Added
Kennedy Capital Management, Inc.155,596$13.0M0.29%−2,890−1.8%Reduced
First Trust Advisors LP155,632$13.0M0.01%−4,707−2.9%Reduced
Victory Capital Management Inc158,027$13.2M0.01%−7,805−4.7%Reduced
Kornitzer Capital Management Inc158,156$13.2M0.20%−154,632−49.4%Reduced
Loomis Sayles & Co L P159,868$13.4M0.02%−640.0%Reduced
Indus Capital Partners, LLC160,501$13.4M2.31%00.0%Unchanged
Community Trust & Investment Co163,682$13.7M1.14%−1,661−1.0%Reduced
Swiss National Bank167,715$14.0M0.01%+900+0.5%Added
JPMorgan Chase & Co168,005$14.0M0.00%−13,181−7.3%Reduced
D. E. Shaw & Co., Inc.170,264$14.2M0.02%+59,109+53.2%Added
California Public Employees Retirement System173,062$14.5M0.01%+2,875+1.7%Added
Force Hill Capital Management LP186,500$15.6M3.85%+186,500New
FIL Ltd190,053$15.9M0.02%+9,218+5.1%Added
Peregrine Capital Management LLC192,161$16.1M0.33%−11,695−5.7%Reduced
Rhumbline Advisers193,653$16.2M0.02%−7,164−3.6%Reduced
Parametric Portfolio Associates LLC196,300$16.4M0.01%+16,291+9.1%Added
Retirement Systems of Alabama213,277$17.8M0.07%+9,397+4.6%Added
Price T Rowe Associates Inc222,067$18.6M0.00%−17,326−7.2%Reduced
Invesco Ltd.224,482$18.8M0.00%−11,675−4.9%Reduced
North Growth Management Ltd.233,000$19.5M3.43%00.0%Unchanged
Divisar Capital Management LLC235,474$19.7M6.74%+5,000+2.2%Added
Aviva PLC243,925$20.4M0.09%+20,415+9.1%Added
Paradigm Capital Management Inc249,200$20.8M1.07%−16,765−6.3%Reduced
Principal Financial Group Inc262,367$21.9M0.01%−1,635−0.6%Reduced
Neumeier Poma Investment Counsel LLC266,550$22.3M1.32%−11,065−4.0%Reduced