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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
Pendal Group Limited3,632$384.0K0.00%+3,632New
Utah Retirement Systems3,800$402.0K0.00%−100−2.6%Reduced
Maryland Capital Management3,802$402.0K0.02%+886+30.4%Added
Sweet Financial Partners, LLC3,832$405.0K0.17%+3,832New
Vident Investment Advisory, LLC3,899$412.0K0.01%+1,385+55.1%Added
Shay Capital LLC3,900$413.0K0.16%−16,050−80.5%Reduced
Zeke Capital Advisors, LLC3,962$419.0K0.02%+118+3.1%Added
IHT Wealth Management, LLC3,967$420.0K0.03%00.0%Unchanged
KRS Capital Management, LLC3,974$420.0K0.36%+3,974New
Shelton Capital Management4,022$425.0K0.02%−225−5.3%Reduced
First Pacific Financial4,117$435.0K0.21%00.0%Unchanged
Private Advisor Group, LLC4,123$436.0K0.00%+4,123New
Strategy Asset Managers LLC4,200$444.0K0.12%+4,200New
Thoroughbred Financial Services, LLC4,277$452.0K0.09%+337+8.6%Added
Illinois Municipal Retirement Fund4,299$455.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC4,307$456.0K0.29%−107−2.4%Reduced
Picton Mahoney Asset Management4,500$477.0K0.02%+4,500New
Pictet Asset Management SA4,524$479.0K0.00%−576−11.3%Reduced
Tower Research Capital LLC (TRC)4,561$483.0K0.01%+2,278+99.8%Added
180 Wealth Advisors, LLC4,993$487.0K0.11%+822+19.7%Added
Cornerstone Investment Partners, LLC4,604$487.0K0.03%+2,008+77.3%Added
Prospera Financial Services Inc4,747$502.0K0.02%−2,763−36.8%Reduced
FORA Capital, LLC4,770$505.0K0.20%+1,060+28.6%Added
Kestra Advisory Services, LLC4,976$526.0K0.01%+1,568+46.0%Added
BKD Wealth Advisors, LLC5,000$529.0K0.02%00.0%Unchanged
Regent Investment Management LLC5,035$533.0K0.12%−240−4.5%Reduced
Occudo Quantitative Strategies LP5,056$535.0K0.05%−19,024−79.0%Reduced
Laffer Tengler Investments5,085$537.8K0.16%+462+10.0%Added
GWM Advisors LLC5,128$542.0K0.01%+5,128New
Gateway Investment Advisers LLC5,162$546.0K0.01%00.0%Unchanged
SevenBridge Financial Group, LLC5,230$553.0K0.17%−40−0.8%Reduced
Greenleaf Trust5,293$560.0K0.01%+9+0.2%Added
JB Capital LLC5,303$560.9K0.06%+5,303New
HighTower Advisors, LLC5,371$567.0K0.00%−168−3.0%Reduced
Integrated Advisors Network LLC5,414$573.0K0.03%+5,414New
Neuberger Berman Group LLC5,510$581.0K0.00%+5,510New
Donoghue Forlines LLC5,544$586.0K0.10%−943−14.5%Reduced
Profund Advisors LLC5,547$587.0K0.02%−620−10.1%Reduced
Wolverine Asset Management LLC5,563$588.0K0.01%+5,563New
Pluribus Labs, LLC5,557$588.0K0.62%+5,557New
Maryland State Retirement & Pension System5,722$605.0K0.02%00.0%Unchanged
D.A. Davidson & Co.5,853$619.0K0.01%+633+12.1%Added
Asset Management Corp5,910$625.0K0.36%−1,560−20.9%Reduced
Hillsdale Investment Management Inc.5,900$625.0K0.04%−200−3.3%Reduced
Washington Capital Management Inc6,050$639.9K0.52%00.0%Unchanged
Allspring Global Investments Holdings, LLC6,273$663.0K0.00%+6,273New
Clearstead Advisors, LLC6,287$665.0K0.05%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,304$667.0K0.00%+926+17.2%Added
Steward Partners Investment Advisory, LLC6,375$674.0K0.01%−228−3.5%Reduced
Securian Asset Management, Inc6,476$685.0K0.01%−330−4.8%Reduced
Hancock Whitney Corp6,501$688.0K0.02%−688−9.6%Reduced
Quantbot Technologies LP6,559$693.0K0.06%+6,559New
Mercer Global Advisors Inc6,563$694.0K0.00%+649+11.0%Added
Prudential Financial Inc7,981$705.0K0.00%−610−7.1%Reduced
Keebeck Alpha, LP6,821$721.0K0.26%+1,343+24.5%Added
Merlin Capital LLC6,864$726.0K0.84%+6,864New
JustInvest LLC6,948$735.0K0.04%+2,888+71.1%Added
Nomura Holdings Inc6,970$738.0K0.00%−9,660−58.1%Reduced
Burns Matteson Capital Management, LLC7,023$742.8K0.50%+1,394+24.8%Added
Shell Asset Management Co7,027$743.0K0.02%+32+0.5%Added
Natixis7,046$745.0K0.00%−534,490−98.7%Reduced
Janney Montgomery Scott LLC7,308$773.0K0.00%+7,308New
SG Americas Securities, LLC7,409$784.0K0.01%+979+15.2%Added
Quantinno Capital Management LP7,703$815.0K0.15%+4,667+153.7%Added
Keybank National Association7,793$824.0K0.00%−18−0.2%Reduced
Y-Intercept (Hong Kong) Ltd7,808$826.0K0.20%+7,808New
Xponance, Inc.7,998$846.0K0.01%−544−6.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,237$871.0K0.07%+449+5.8%Added
IFP Advisors, Inc8,026$880.0K0.02%+5,961+288.7%Added
Belpointe Asset Management LLC8,720$922.0K0.06%−5,645−39.3%Reduced
Van Hulzen Asset Management, LLC8,892$941.0K0.10%+1,582+21.6%Added
White Pine Capital LLC9,070$959.0K0.28%−50−0.5%Reduced
Simplex Trading, LLC9,365$990.0K0.03%−7,414−44.2%Reduced
Westport Asset Management Inc9,500$1.00M0.46%00.0%Unchanged
Wolverine Trading, LLC9,454$1.00M0.01%+2,821+42.5%Added
Silvercrest Asset Management Group LLC9,541$1.01M0.01%+3,629+61.4%Added
MML Investors Services, LLC9,657$1.02M0.01%−1,300−11.9%Reduced
Pathstone Family Office, LLC9,876$1.05M0.03%+50+0.5%Added
Independent Financial Group, LLC9,917$1.05M0.09%−828−7.7%Reduced
Pinnacle Wealth Management Advisory Group, LLC9,960$1.05M0.17%00.0%Unchanged
Crossmark Global Holdings, Inc.9,976$1.05M0.02%+1,480+17.4%Added
Industrial Alliance Investment Management Inc.9,978$1.05M0.02%+9,978New
Cito Capital Group, LLC10,000$1.06M0.44%00.0%Unchanged
Synovus Financial Corp10,359$1.09M0.01%00.0%Unchanged
First Hawaiian Bank10,434$1.10M0.03%−6,081−36.8%Reduced
State of Alaska, Department of Revenue10,468$1.11M0.01%−1,180−10.1%Reduced
BNP Paribas Arbitrage, SA10,719$1.13M0.00%−13,098−55.0%Reduced
Gotham Asset Management, LLC10,735$1.14M0.04%−843−7.3%Reduced
Public Employees Retirement Association of Colorado10,749$1.14M0.00%00.0%Unchanged
APG Asset Management N.V.12,400$1.15M0.00%+12,400New
DuPont Capital Management Corp10,912$1.15M0.04%−2,349−17.7%Reduced
Virginia Retirement Systems Et Al11,100$1.17M0.01%+11,100New
Russell Investments Group, Ltd.11,443$1.21M0.00%+4,109+56.0%Added
NJ State Employees Deferred Compensation Plan11,475$1.21M0.15%00.0%Unchanged
Supplemental Annuity Collective Trust of NJ11,600$1.23M0.38%−3,400−22.7%Reduced
TrinityPoint Wealth, LLC11,923$1.26M0.22%−46−0.4%Reduced
First Manhattan Co11,932$1.26M0.00%−88−0.7%Reduced
Northwestern Mutual Investment Management Company, LLC11,985$1.27M0.02%−553−4.4%Reduced
ProShare Advisors LLC12,133$1.28M0.00%+2,474+25.6%Added
Guggenheim Capital LLC12,346$1.30M0.01%−15,622−55.9%Reduced