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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, 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: $6.61B
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, 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
Westpac Banking Corp121,476$11.9M0.14%−7,653−5.9%Reduced
Kornitzer Capital Management Inc121,921$11.9M0.20%−36,235−22.9%Reduced
American International Group, Inc.122,312$11.9M0.07%+410.0%Added
Envestnet Asset Management Inc126,376$12.3M0.01%+84,482+201.7%Added
Natixis Advisors, L.P.130,738$12.8M0.05%+8,551+7.0%Added
Easterly Investment Partners LLC134,578$13.1M0.99%−7,004−4.9%Reduced
Front Street Capital Management, Inc.134,958$13.2M2.45%−3,030−2.2%Reduced
UBS Group AG136,747$13.3M0.01%−33,062−19.5%Reduced
Channing Capital Management, LLC138,609$13.5M0.40%−36,313−20.8%Reduced
Hallmark Capital Management Inc143,721$14.0M1.17%+8,264+6.1%Added
Fuller & Thaler Asset Management, Inc.143,761$14.0M0.08%−399,208−73.5%Reduced
Pacer Advisors, Inc.144,252$14.1M0.12%+91,315+172.5%Added
Victory Capital Management Inc173,466$14.1M0.01%+20,070+13.1%Added
Raymond James & Associates150,080$14.6M0.01%+4,166+2.9%Added
Community Trust & Investment Co154,509$15.1M1.33%−5,009−3.1%Reduced
Leeward Investments, LLC - MA157,019$15.3M0.61%+157,019New
California Public Employees Retirement System160,822$15.7M0.01%−5,671−3.4%Reduced
Scout Investments, Inc.161,025$15.7M0.25%−174,077−51.9%Reduced
Marshall Wace, LLP165,887$16.2M0.03%+18,658+12.7%Added
LPL Financial LLC168,247$16.4M0.01%+6,334+3.9%Added
Swiss National Bank170,915$16.7M0.01%+10,300+6.4%Added
Goldman Sachs Group Inc178,304$17.4M0.00%−176,785−49.8%Reduced
Arnhold LLC179,431$17.5M1.97%−25,253−12.3%Reduced
Peregrine Capital Management LLC180,384$17.6M0.42%−34,251−16.0%Reduced
Woodline Partners LP183,093$17.9M0.30%+183,093New
JPMorgan Chase & Co189,753$18.5M0.00%+10,071+5.6%Added
Shellback Capital, LP192,311$18.8M2.49%−61,742−24.3%Reduced
Rhumbline Advisers193,489$18.9M0.02%−468−0.2%Reduced
AQR Capital Management LLC195,140$19.0M0.04%+69,655+55.5%Added
Loomis Sayles & Co L P200,672$19.6M0.03%−4,718−2.3%Reduced
First Trust Advisors LP205,516$20.1M0.02%−34,353−14.3%Reduced
Invesco Ltd.208,796$20.4M0.01%+27,168+15.0%Added
Aviva PLC211,023$20.6M0.10%−12,268−5.5%Reduced
Divisar Capital Management LLC214,280$20.9M6.39%−6,194−2.8%Reduced
Holocene Advisors, LP216,649$21.1M0.11%−378,435−63.6%Reduced
American Century Companies Inc220,527$21.5M0.01%−116,775−34.6%Reduced
Schonfeld Strategic Advisors LLC225,800$22.0M0.25%+223,700+10,652.4%Added
Parametric Portfolio Associates LLC229,304$22.4M0.01%+8,195+3.7%Added
North Growth Management Ltd.234,000$22.9M4.22%+1,000+0.4%Added
Retirement Systems of Alabama237,234$23.2M0.08%+12,559+5.6%Added
Principal Financial Group Inc245,556$24.0M0.02%−166−0.1%Reduced
Paradigm Capital Management Inc247,700$24.2M1.31%−6,100−2.4%Reduced
Kennedy Capital Management, Inc.272,222$26.6M0.63%+120,643+79.6%Added
Todd Asset Management LLC296,295$28.9M0.64%−2,443−0.8%Reduced
Teachers Retirement System of the State of Kentucky322,026$31.4M0.31%−1600.0%Reduced
Lord, Abbett & Co. LLC326,735$31.9M0.09%+326,735New
Neumeier Poma Investment Counsel LLC332,330$32.4M2.18%−29,460−8.1%Reduced
Eagle Asset Management Inc341,043$33.3M0.17%+58,923+20.9%Added
Millennium Management LLC342,359$33.4M0.04%+121,567+55.1%Added
Morgan Stanley343,557$33.5M0.00%−37,987−10.0%Reduced
State of Wisconsin Investment Board346,538$33.8M0.07%−36,944−9.6%Reduced
Hood River Capital Management LLC374,726$36.6M1.22%+374,726New
Price T Rowe Associates Inc448,409$43.8M0.00%+153,148+51.9%Added
Swedbank AB450,000$43.9M0.08%−250,000−35.7%Reduced
Citadel Advisors LLC456,351$44.5M0.05%−414,300−47.6%Reduced
Norges Bank548,237$53.5M0.01%−121,681−18.2%Reduced
Pinnacle Associates Ltd583,218$56.9M1.01%−33,283−5.4%Reduced
AXA S.A.638,118$62.3M0.18%+13,887+2.2%Added
Charles Schwab Investment Management Inc642,701$62.7M0.02%+20,036+3.2%Added
Earnest Partners LLC680,435$66.4M0.39%+579,835+576.4%Added
Robeco Schweiz AG732,000$71.4M1.01%00.0%Unchanged
Westfield Capital Management Co LP732,382$71.5M0.46%−265,133−26.6%Reduced
Nuveen Asset Management, LLC799,099$74.2M0.02%+513,379+179.7%Added
Fisher Asset Management, LLC766,883$74.8M0.04%−2,047−0.3%Reduced
Northern Trust Corp801,223$78.2M0.01%+209,728+35.5%Added
Dimensional Fund Advisors LP805,662$78.6M0.02%+53,978+7.2%Added
Schroder Investment Management Group867,241$84.6M0.11%−138,557−13.8%Reduced
Alyeska Investment Group, L.P.930,738$90.8M1.00%+766,170+465.6%Added
Geode Capital Management, LLC1,039,327$101.4M0.01%+32,234+3.2%Added
FIL Ltd1,324,904$129.3M0.13%+1,000,387+308.3%Added
Bank of America Corp1,539,665$150.3M0.02%+131,301+9.3%Added
State Street Corp1,927,285$188.1M0.01%+66,343+3.6%Added
FMR LLC1,935,459$188.9M0.02%−326,544−14.4%Reduced
Bank of New York Mellon Corp2,196,152$214.3M0.04%+50,450+2.4%Added
Ameriprise Financial Inc2,670,707$260.7M0.08%+2,711+0.1%Added
Alliancebernstein L.P.5,207,396$508.2M0.20%−8,050−0.2%Reduced
BlackRock Inc.6,179,782$603.1M0.02%+64,325+1.1%Added
Vanguard Group Inc6,510,532$635.4M0.02%−42,953−0.7%Reduced
Wellington Management Group LLP9,643,188$941.2M0.16%−208,538−2.1%Reduced
LMR Partners LLP0$00.00%−296,650−100.0%Sold out
Two Sigma Investments, LP0$00.00%−171,354−100.0%Sold out
Force Hill Capital Management LP0$00.00%−98,720−100.0%Sold out
Squarepoint Ops LLC0$00.00%−89,152−100.0%Sold out
Amundi0$00.00%−89,439−100.0%Sold out
HRT Financial LP0$00.00%−70,346−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−54,176−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−51,423−100.0%Sold out
Discovery Capital Management, LLC0$00.00%−29,470−100.0%Sold out
Ergoteles LLC0$00.00%−24,422−100.0%Sold out
Paloma Partners Management Co0$00.00%−17,900−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−12,940−100.0%Sold out
White Pine Capital LLC0$00.00%−9,070−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−7,808−100.0%Sold out
Nomura Holdings Inc0$00.00%−6,970−100.0%Sold out
Washington Capital Management Inc0$00.00%−6,050−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−5,900−100.0%Sold out
Pluribus Labs, LLC0$00.00%−5,557−100.0%Sold out
SevenBridge Financial Group, LLC0$00.00%−5,230−100.0%Sold out
GWM Advisors LLC0$00.00%−5,128−100.0%Sold out
FORA Capital, LLC0$00.00%−4,770−100.0%Sold out