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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, Q1 2022

Institutional positions in Lumentum Holdings Inc. as of Mar 31, 2022. 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
479
−1 vs. Q4 2021
Shares held
67.8M
+305.1K (+0.5%) vs. Q4 2021
Total value
$6.61B
−$529.9M (−7.4%) vs. Q4 2021
New holders
57
149 more added
Sold out
58
163 more reduced

7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 479 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 heldQ1 2022: $6.67B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q4 2021.

Institutions holding LITE in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP9,643,188$941.2M0.16%−208,538−2.1%Reduced
Vanguard Group Inc6,510,532$635.4M0.02%−42,953−0.7%Reduced
BlackRock Inc.6,179,782$603.1M0.02%+64,325+1.1%Added
Alliancebernstein L.P.5,207,396$508.2M0.20%−8,050−0.2%Reduced
Ameriprise Financial Inc2,670,707$260.7M0.08%+2,711+0.1%Added
Bank of New York Mellon Corp2,196,152$214.3M0.04%+50,450+2.4%Added
FMR LLC1,935,459$188.9M0.02%−326,544−14.4%Reduced
State Street Corp1,927,285$188.1M0.01%+66,343+3.6%Added
Bank of America Corp1,539,665$150.3M0.02%+131,301+9.3%Added
FIL Ltd1,324,904$129.3M0.13%+1,000,387+308.3%Added
Geode Capital Management, LLC1,039,327$101.4M0.01%+32,234+3.2%Added
Alyeska Investment Group, L.P.930,738$90.8M1.00%+766,170+465.6%Added
Schroder Investment Management Group867,241$84.6M0.11%−138,557−13.8%Reduced
Dimensional Fund Advisors LP805,662$78.6M0.02%+53,978+7.2%Added
Northern Trust Corp801,223$78.2M0.01%+209,728+35.5%Added
Fisher Asset Management, LLC766,883$74.8M0.04%−2,047−0.3%Reduced
Nuveen Asset Management, LLC799,099$74.2M0.02%+513,379+179.7%Added
Westfield Capital Management Co LP732,382$71.5M0.46%−265,133−26.6%Reduced
Robeco Schweiz AG732,000$71.4M1.01%00.0%Unchanged
Earnest Partners LLC680,435$66.4M0.39%+579,835+576.4%Added
Charles Schwab Investment Management Inc642,701$62.7M0.02%+20,036+3.2%Added
AXA S.A.638,118$62.3M0.18%+13,887+2.2%Added
Pinnacle Associates Ltd583,218$56.9M1.01%−33,283−5.4%Reduced
Norges Bank548,237$53.5M0.01%−121,681−18.2%Reduced
Citadel Advisors LLC456,351$44.5M0.05%−414,300−47.6%Reduced
Swedbank AB450,000$43.9M0.08%−250,000−35.7%Reduced
Price T Rowe Associates Inc448,409$43.8M0.00%+153,148+51.9%Added
Hood River Capital Management LLC374,726$36.6M1.22%+374,726New
State of Wisconsin Investment Board346,538$33.8M0.07%−36,944−9.6%Reduced
Morgan Stanley343,557$33.5M0.00%−37,987−10.0%Reduced
Millennium Management LLC342,359$33.4M0.04%+121,567+55.1%Added
Eagle Asset Management Inc341,043$33.3M0.17%+58,923+20.9%Added
Neumeier Poma Investment Counsel LLC332,330$32.4M2.18%−29,460−8.1%Reduced
Lord, Abbett & Co. LLC326,735$31.9M0.09%+326,735New
Teachers Retirement System of the State of Kentucky322,026$31.4M0.31%−1600.0%Reduced
Todd Asset Management LLC296,295$28.9M0.64%−2,443−0.8%Reduced
Kennedy Capital Management, Inc.272,222$26.6M0.63%+120,643+79.6%Added
Paradigm Capital Management Inc247,700$24.2M1.31%−6,100−2.4%Reduced
Principal Financial Group Inc245,556$24.0M0.02%−166−0.1%Reduced
Retirement Systems of Alabama237,234$23.2M0.08%+12,559+5.6%Added
North Growth Management Ltd.234,000$22.9M4.22%+1,000+0.4%Added
Parametric Portfolio Associates LLC229,304$22.4M0.01%+8,195+3.7%Added
Schonfeld Strategic Advisors LLC225,800$22.0M0.25%+223,700+10,652.4%Added
American Century Companies Inc220,527$21.5M0.01%−116,775−34.6%Reduced
Holocene Advisors, LP216,649$21.1M0.11%−378,435−63.6%Reduced
Divisar Capital Management LLC214,280$20.9M6.39%−6,194−2.8%Reduced
Aviva PLC211,023$20.6M0.10%−12,268−5.5%Reduced
Invesco Ltd.208,796$20.4M0.01%+27,168+15.0%Added
First Trust Advisors LP205,516$20.1M0.02%−34,353−14.3%Reduced
Loomis Sayles & Co L P200,672$19.6M0.03%−4,718−2.3%Reduced
AQR Capital Management LLC195,140$19.0M0.04%+69,655+55.5%Added
Rhumbline Advisers193,489$18.9M0.02%−468−0.2%Reduced
Shellback Capital, LP192,311$18.8M2.49%−61,742−24.3%Reduced
JPMorgan Chase & Co189,753$18.5M0.00%+10,071+5.6%Added
Woodline Partners LP183,093$17.9M0.30%+183,093New
Peregrine Capital Management LLC180,384$17.6M0.42%−34,251−16.0%Reduced
Arnhold LLC179,431$17.5M1.97%−25,253−12.3%Reduced
Goldman Sachs Group Inc178,304$17.4M0.00%−176,785−49.8%Reduced
Swiss National Bank170,915$16.7M0.01%+10,300+6.4%Added
LPL Financial LLC168,247$16.4M0.01%+6,334+3.9%Added
Marshall Wace, LLP165,887$16.2M0.03%+18,658+12.7%Added
Scout Investments, Inc.161,025$15.7M0.25%−174,077−51.9%Reduced
California Public Employees Retirement System160,822$15.7M0.01%−5,671−3.4%Reduced
Leeward Investments, LLC - MA157,019$15.3M0.61%+157,019New
Community Trust & Investment Co154,509$15.1M1.33%−5,009−3.1%Reduced
Raymond James & Associates150,080$14.6M0.01%+4,166+2.9%Added
Victory Capital Management Inc173,466$14.1M0.01%+20,070+13.1%Added
Pacer Advisors, Inc.144,252$14.1M0.12%+91,315+172.5%Added
Fuller & Thaler Asset Management, Inc.143,761$14.0M0.08%−399,208−73.5%Reduced
Hallmark Capital Management Inc143,721$14.0M1.17%+8,264+6.1%Added
Channing Capital Management, LLC138,609$13.5M0.40%−36,313−20.8%Reduced
UBS Group AG136,747$13.3M0.01%−33,062−19.5%Reduced
Front Street Capital Management, Inc.134,958$13.2M2.45%−3,030−2.2%Reduced
Easterly Investment Partners LLC134,578$13.1M0.99%−7,004−4.9%Reduced
Natixis Advisors, L.P.130,738$12.8M0.05%+8,551+7.0%Added
Envestnet Asset Management Inc126,376$12.3M0.01%+84,482+201.7%Added
American International Group, Inc.122,312$11.9M0.07%+410.0%Added
Kornitzer Capital Management Inc121,921$11.9M0.20%−36,235−22.9%Reduced
Westpac Banking Corp121,476$11.9M0.14%−7,653−5.9%Reduced
UBS Asset Management Americas Inc121,150$11.8M0.01%+2,408+2.0%Added
Mutual of America Capital Management LLC117,954$11.5M0.12%−8,749−6.9%Reduced
Tocqueville Asset Management L.P.117,435$11.5M0.17%00.0%Unchanged
Zenyatta Capital Management LP115,000$11.2M5.73%−70,000−37.8%Reduced
Legal & General Group Plc106,848$10.4M0.00%+1,374+1.3%Added
AO Asset Management, LP105,581$10.3M2.80%+37,181+54.4%Added
Comerica Bank116,824$10.3M0.07%−36,703−23.9%Reduced
New York State Common Retirement Fund102,044$9.96M0.01%−727−0.7%Reduced
New York State Teachers Retirement System100,605$9.82M0.02%−3,500−3.4%Reduced
Smith, Graham & Co., Investment Advisors, LP99,194$9.68M1.01%+3,344+3.5%Added
Susquehanna Fundamental Investments, LLC93,909$9.17M0.18%+13,968+17.5%Added
California State Teachers Retirement System92,826$9.06M0.01%−8,673−8.5%Reduced
Renaissance Technologies LLC92,400$9.02M0.01%−189,638−67.2%Reduced
Clough Capital Partners L P89,700$8.76M0.67%+89,700New
Nordea Investment Management AB88,724$8.69M0.01%+2,733+3.2%Added
F&V Capital Management, LLC88,000$8.59M2.60%+5,620+6.8%Added
Ameritas Advisory Services, LLC87,041$8.49M0.31%−14,796−14.5%Reduced
Penserra Capital Management LLC85,551$8.35M0.20%−6,809−7.4%Reduced
State Board of Administration of Florida Retirement System84,101$8.21M0.02%−2,978−3.4%Reduced
Deutsche Bank AG82,550$8.06M0.00%−8,219−9.1%Reduced
Advisors Capital Management, LLC78,390$7.65M0.21%−4,405−5.3%Reduced