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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, Q4 2021

Institutional positions in Lumentum Holdings Inc. as of Dec 31, 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
487
+61 vs. Q3 2021
Shares held
67.5M
+1.74M (+2.6%) vs. Q3 2021
Total value
$7.14B
+$1.65B (+29.9%) vs. Q3 2021
New holders
105
125 more added
Sold out
44
165 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 487 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 heldQ4 2021: $7.14B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q3 2021.

Institutions holding LITE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC214$23.0K0.00%+214New
Manchester Capital Management LLC228$24.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC228$24.0K0.00%00.0%Unchanged
Sierra Capital LLC225$24.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.249$26.0K0.00%−284−53.3%Reduced
Pacifica Partners Inc.250$26.0K0.02%00.0%Unchanged
Optiver Holding B.V.245$26.0K0.00%+245New
Counterpoint Mutual Funds LLC297$31.0K0.03%+55+22.7%Added
Signaturefd, LLC298$32.0K0.00%+1+0.3%Added
Kistler-Tiffany Companies, LLC312$33.0K0.01%00.0%Unchanged
Optimum Investment Advisors325$34.0K0.01%−675−67.5%Reduced
Fieldpoint Private Securities, LLC343$36.0K0.01%−10−2.8%Reduced
Blume Capital Management, Inc.350$37.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.350$37.0K0.02%+350New
Park Circle Co360$38.0K0.03%00.0%Unchanged
Hall Laurie J Trustee380$40.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.375$40.0K0.01%00.0%Unchanged
Fifth Third Bancorp387$41.0K0.00%+19+5.2%Added
Cambridge Trust Co427$45.0K0.00%+427New
AllSquare Wealth Management LLC450$48.0K0.03%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.462$49.0K0.00%+141+43.9%Added
Sandy Spring Bank525$56.0K0.00%−57−9.8%Reduced
Rockefeller Capital Management L.P.557$58.0K0.00%+307+122.8%Added
Bleichroeder LP660$70.0K0.01%00.0%Unchanged
Quent Capital, LLC685$72.0K0.02%+685New
Islay Capital Management, LLC852$90.0K0.07%−622−42.2%Reduced
Bedel Financial Consulting, Inc.847$90.0K0.03%00.0%Unchanged
S.A. Mason LLC850$90.0K0.05%00.0%Unchanged
Capital Analysts, LLC856$91.0K0.01%00.0%Unchanged
Ellis Investment Partners, LLC900$95.0K0.02%−100−10.0%Reduced
Parallel Advisors, LLC1,014$107.0K0.00%+122+13.7%Added
TD Waterhouse Canada Inc.1,004$109.5K0.00%+1,004New
Captrust Financial Advisors1,131$120.0K0.00%+118+11.6%Added
Lindbrook Capital, LLC1,207$128.0K0.02%+1,207New
Credit Agricole S A1,250$133.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.1,335$141.2K0.01%00.0%Unchanged
Eaton Vance Management1,406$149.0K0.00%+98+7.5%Added
Johnson Financial Group, Inc.1,444$153.0K0.01%+378+35.5%Added
NEXT Financial Group, Inc1,480$157.0K0.01%+973+191.9%Added
Spire Wealth Management1,507$159.0K0.00%+1,025+212.7%Added
American Portfolios Advisors1,558$164.8K0.01%00.0%Unchanged
Exane Derivatives1,607$170.0K0.04%−230−12.5%Reduced
US Bancorp1,626$172.0K0.00%−42−2.5%Reduced
State of Wyoming1,747$185.0K0.09%−294−14.4%Reduced
Cutler Group LP1,765$186.0K0.01%+1,000+130.7%Added
Snowden Capital Advisors LLC1,816$192.0K0.01%+1,816New
Lido Advisors, LLC1,900$200.0K0.00%+1,900New
NewEdge Wealth, LLC1,901$201.0K0.01%+1,901New
M&T Bank Corp1,912$202.0K0.00%+1,912New
Magnus Financial Group LLC1,917$203.0K0.04%+1,917New
Townsend & Associates, Inc1,940$206.0K0.11%+1,940New
Orion Capital Management LLC1,980$209.0K0.12%00.0%Unchanged
Dynamic Technology Lab Private Ltd1,990$210.0K0.02%−3,020−60.3%Reduced
Venture Visionary Partners LLC2,031$214.0K0.01%+2,031New
First Citizens Bank & Trust Co2,079$220.0K0.01%+2,079New
Schonfeld Strategic Advisors LLC2,100$222.0K0.00%−8,700−80.6%Reduced
Leonteq Securities AG2,124$224.7K0.01%−828−28.0%Reduced
TD Private Client Wealth LLC2,149$227.3K0.01%−53−2.4%Reduced
Beaton Management Co. Inc.2,172$230.0K0.14%+2,172New
American Trust2,180$231.0K0.02%+2,180New
Advisory Services Network, LLC2,198$232.0K0.01%+2,198New
KCM Investment Advisors LLC2,241$237.0K0.01%+2,241New
Mark Stevens2,250$238.0K0.02%+2,250New
Essex Financial Services, Inc.2,271$240.0K0.02%+2,271New
Toroso Investments, LLC2,287$242.0K0.01%+2,287New
Advisor Resource Council2,321$246.0K0.02%+2,321New
CWM Advisors, LLC2,343$248.0K0.03%−363−13.4%Reduced
Aigen Investment Management, LP2,593$250.0K0.02%+2,593New
Oak Thistle LLC2,423$256.0K0.20%+2,423New
Versor Investments LP2,600$275.0K0.01%+2,600New
Los Angeles Capital Management LLC2,614$276.0K0.00%00.0%Unchanged
Perigon Wealth Management, LLC2,659$281.0K0.02%+130+5.1%Added
Panagora Asset Management Inc2,679$283.0K0.00%−5,618−67.7%Reduced
Coldstream Capital Management Inc2,677$283.0K0.01%+2,677New
Jacobs Levy Equity Management, Inc2,682$284.0K0.00%+2,682New
Compton Capital Management Inc2,700$286.0K0.07%+100+3.8%Added
Walleye Trading LLC2,719$288.0K0.00%−33,897−92.6%Reduced
Watershed Asset Management, L.L.C.2,721$288.0K0.26%+2,721New
AE Wealth Management LLC2,778$294.0K0.00%−155−5.3%Reduced
Nisa Investment Advisors, LLC2,982$303.0K0.00%−3,507−54.0%Reduced
Hoylecohen, LLC2,874$304.0K0.03%00.0%Unchanged
Vestcor Inc2,922$309.0K0.01%+2,922New
Brown, Lisle/Cummings, Inc.2,925$309.4K0.15%+2,925New
WD Rutherford LLC2,942$311.0K0.16%00.0%Unchanged
AlphaCrest Capital Management LLC2,947$312.0K0.01%+67+2.3%Added
First Republic Investment Management, Inc.2,952$312.0K0.00%+387+15.1%Added
Schechter Investment Advisors, LLC3,004$317.0K0.03%+3,004New
Baird Financial Group, Inc.3,012$319.0K0.00%−7,949−72.5%Reduced
Teton Advisors, Inc.3,100$328.0K0.05%00.0%Unchanged
National Bank of Canada3,118$330.0K0.00%+3,118New
Advisors Asset Management, Inc.3,130$331.1K0.00%−34−1.1%Reduced
Fort Washington Investment Advisors Inc3,147$333.0K0.00%−79−2.4%Reduced
Brookfield Asset Management Inc.3,170$335.0K0.00%+3,170New
Cetera Advisors LLC3,172$336.0K0.01%+23+0.7%Added
CIBC Asset Management Inc3,175$336.0K0.00%+87+2.8%Added
Stephens Inc3,310$350.0K0.01%+76+2.4%Added
Cornerstone Wealth Management, LLC3,368$358.0K0.03%+3,368New
Leuthold Group, LLC3,418$362.0K0.04%−38−1.1%Reduced
Kovack Advisors, Inc.3,445$364.0K0.04%+3+0.1%Added
Two Sigma Securities, LLC3,581$379.0K0.07%−5,868−62.1%Reduced