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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
Two Sigma Advisers, LP76,000$7.42M0.02%−2,346−3.0%Reduced
Wells Fargo & Company72,921$7.12M0.00%+33,152+83.4%Added
Advisor Group Holdings, Inc.83,137$6.80M0.01%+10,425+14.3%Added
Castleark Management LLC67,250$6.56M0.28%+30,400+82.5%Added
Credit Suisse AG65,410$6.38M0.01%−5,772−8.1%Reduced
Cinctive Capital Management LP64,986$6.34M0.29%+64,986New
United Capital Financial Advisers, LLC63,739$6.22M0.03%−4,340−6.4%Reduced
Manufacturers Life Insurance Company, The61,109$5.96M0.00%−20,569−25.2%Reduced
Stifel Financial Corp57,236$5.58M0.01%+3,263+6.0%Added
John G Ullman & Associates Inc55,943$5.46M0.76%−100−0.2%Reduced
Colony Capital, Inc.54,361$5.30M0.71%+54,361New
SEI Investments Co52,682$5.15M0.01%+4,316+8.9%Added
Thrivent Financial for Lutherans52,074$5.08M0.01%+23,194+80.3%Added
Kovitz Investment Group Partners, LLC51,401$5.02M0.10%+51,401New
Texas Permanent School Fund51,186$5.00M0.07%−1,168−2.2%Reduced
Redwood Investment Management, LLC51,136$4.99M0.74%+7,749+17.9%Added
Amalgamated Bank50,233$4.90M0.04%−1,844−3.5%Reduced
Amalgamated Financial Corp.50,233$4.90M0.04%+50,233New
Macquarie Group Ltd47,083$4.59M0.00%−3,039−6.1%Reduced
MetLife Investment Management46,700$4.56M0.03%+11,663+33.3%Added
Federated Hermes, Inc.46,475$4.54M0.01%−30,404−39.5%Reduced
Man Group plc43,747$4.27M0.01%−235−0.5%Reduced
State of Tennessee, Treasury Department43,524$4.25M0.02%−10,000−18.7%Reduced
Balyasny Asset Management LLC41,936$4.09M0.02%+41,936New
Susquehanna International Group, LLP40,909$3.99M0.01%−7,115−14.8%Reduced
State of New Jersey Common Pension Fund D40,882$3.99M0.01%00.0%Unchanged
Great West Life Assurance Co39,147$3.93M0.01%+2,686+7.4%Added
IMA Wealth, Inc.39,522$3.86M0.89%−1,198−2.9%Reduced
Public Employees Retirement System of Ohio38,942$3.80M0.01%−1,247−3.1%Reduced
King Luther Capital Management Corp38,880$3.79M0.02%+25,208+184.4%Added
Polar Capital Holdings Plc38,861$3.79M0.02%+14,900+62.2%Added
Yousif Capital Management, LLC38,046$3.71M0.04%−10.0%Reduced
Pekin Hardy Strauss, Inc.37,555$3.67M0.50%−2,555−6.4%Reduced
Raymond James Financial Services Advisors, Inc.35,785$3.49M0.01%−6,514−15.4%Reduced
Employees Retirement System of Texas34,800$3.40M0.04%00.0%Unchanged
Brinker Capital Investments, LLC34,431$3.36M0.05%−2,071−5.7%Reduced
Comerica Securities,inc.34,243$3.34M0.22%−2,517−6.8%Reduced
Eaton Vance Management31,156$3.04M0.00%+29,750+2,115.9%Added
Treasurer of the State of North Carolina30,316$2.96M0.02%+4,027+15.3%Added
Janus Henderson Group PLC30,244$2.95M0.00%−7,782−20.5%Reduced
Ameritas Investment Partners, Inc.30,031$2.93M0.11%00.0%Unchanged
Ensign Peak Advisors, Inc28,683$2.80M0.01%+640+2.3%Added
Natixis28,411$2.77M0.01%+21,365+303.2%Added
Bridge City Capital, LLC28,203$2.75M1.29%−142−0.5%Reduced
Vident Investment Advisory, LLC27,694$2.70M0.07%+23,795+610.3%Added
Barclays PLC27,579$2.69M0.00%−15,859−36.5%Reduced
Value Holdings Management Co. LLC27,000$2.63M0.55%00.0%Unchanged
Bank of Montreal26,423$2.63M0.00%+12,359+87.9%Added
Jane Street Group, LLC26,928$2.63M0.00%−53,369−66.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,461$2.58M0.03%+2,490+10.4%Added
Truist Financial Corp26,284$2.56M0.00%+11,844+82.0%Added
Crossmark Global Holdings, Inc.26,226$2.56M0.06%+16,250+162.9%Added
Point72 Asset Management, L.P.25,200$2.46M0.01%−791,400−96.9%Reduced
Citigroup Inc23,993$2.34M0.00%−4,368−15.4%Reduced
MML Investors Services, LLC23,915$2.33M0.02%+14,258+147.6%Added
Oregon Public Employees Retirement Fund23,156$2.26M0.02%−1,510−6.1%Reduced
Regions Financial Corp22,354$2.18M0.02%+22,354New
Winton Group Ltd21,567$2.10M0.11%−1,245−5.5%Reduced
ETF Managers Group, LLC20,876$2.04M0.04%+20,876New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main20,550$2.01M0.00%+20,550New
Healthcare of Ontario Pension Plan Trust Fund20,400$1.99M0.01%+2,100+11.5%Added
Cetera Investment Advisers20,055$1.96M0.03%+908+4.7%Added
The PNC Financial Services Group, Inc.19,595$1.91M0.00%+4,227+27.5%Added
Arizona State Retirement System19,544$1.91M0.02%−104−0.5%Reduced
BNP Paribas Arbitrage, SA19,218$1.88M0.00%+8,499+79.3%Added
McDonald Partners LLC19,023$1.86M0.41%+19,023New
1492 Capital Management LLC18,924$1.85M0.98%+5,530+41.3%Added
Royal Bank of Canada18,475$1.80M0.00%−198,158−91.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)18,439$1.80M0.01%+5,427+41.7%Added
State of Michigan Retirement System18,328$1.79M0.01%−60.0%Reduced
Voya Investment Management LLC18,272$1.78M0.00%−4,554−20.0%Reduced
First Hawaiian Bank17,769$1.73M0.05%+7,335+70.3%Added
Ardsley Advisory Partners LP17,700$1.73M0.36%+17,700New
Vontobel Holding Ltd.17,450$1.71M0.01%−1,464−7.7%Reduced
IFP Advisors, Inc25,582$1.70M0.02%+17,556+218.7%Added
Fifth Third Bancorp17,292$1.69M0.01%+16,905+4,368.2%Added
DekaBank Deutsche Girozentrale17,175$1.68M0.00%−2,806−14.0%Reduced
Louisiana State Employees Retirement System18,900$1.66M0.04%+300+1.6%Added
Thompson Investment Management, Inc.17,000$1.66M0.24%−500−2.9%Reduced
Rothschild Investment Corp16,987$1.66M0.13%+470+2.8%Added
Cambridge Investment Research Advisors, Inc.16,711$1.63M0.01%−8,081−32.6%Reduced
Johnson Investment Counsel Inc16,696$1.63M0.02%00.0%Unchanged
Princeton Capital Management LLC16,577$1.62M0.50%−100−0.6%Reduced
Federation des caisses Desjardins du Quebec16,196$1.58M0.02%−29−0.2%Reduced
New Mexico Educational Retirement Board15,700$1.53M0.06%00.0%Unchanged
Gotham Asset Management, LLC15,447$1.51M0.05%+4,712+43.9%Added
Mariner, LLC15,187$1.48M0.01%+962+6.8%Added
Liontrust Investment Partners LLP15,000$1.46M0.02%+1,000+7.1%Added
Baird Financial Group, Inc.14,942$1.46M0.00%+11,930+396.1%Added
Teacher Retirement System of Texas14,849$1.45M0.01%+701+5.0%Added
US Bancorp14,749$1.44M0.00%+13,123+807.1%Added
Belpointe Asset Management LLC14,265$1.39M0.08%+5,545+63.6%Added
South Dakota Investment Council13,750$1.34M0.03%00.0%Unchanged
Guggenheim Capital LLC13,508$1.32M0.01%+1,162+9.4%Added
Guild Investment Management, Inc.13,360$1.30M1.33%+40+0.3%Added
Green Alpha Advisors, LLC12,979$1.27M0.85%+234+1.8%Added
Livforsakringsbolaget Skandia, Omsesidigt12,900$1.26M0.08%00.0%Unchanged
Commonwealth Equity Services, LLC12,847$1.25M0.00%−3,306−20.5%Reduced
Carnegie Capital Asset Management, LLC12,520$1.22M0.04%−750−5.7%Reduced
TrinityPoint Wealth, LLC12,229$1.19M0.22%+306+2.6%Added