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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, Q2 2022

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 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
468
−5 vs. Q1 2022
Shares held
67.0M
−702.6K (−1.0%) vs. Q1 2022
Total value
$5.33B
−$1.27B (−19.3%) vs. Q1 2022
New holders
51
143 more added
Sold out
56
157 more reduced

6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 468 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 heldQ2 2022: $5.33B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2022.

Institutions holding LITE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP8,842,455$702.3M0.14%−800,733−8.3%Reduced
Vanguard Group Inc6,313,331$501.4M0.01%−197,201−3.0%Reduced
BlackRock Inc.5,903,788$468.9M0.02%−275,994−4.5%Reduced
Alliancebernstein L.P.5,445,143$432.5M0.20%+237,747+4.6%Added
Ameriprise Financial Inc2,666,665$211.8M0.07%−4,042−0.2%Reduced
Bank of New York Mellon Corp2,064,965$164.0M0.04%−131,187−6.0%Reduced
State Street Corp1,876,785$149.1M0.01%−50,500−2.6%Reduced
Bank of America Corp1,648,040$130.9M0.02%+108,375+7.0%Added
FMR LLC1,560,010$123.9M0.01%−375,449−19.4%Reduced
FIL Ltd1,283,553$101.9M0.12%−41,351−3.1%Reduced
AXA S.A.1,281,516$101.8M0.19%+5,280+0.4%Added
Geode Capital Management, LLC991,481$78.7M0.01%−47,846−4.6%Reduced
Nuveen Asset Management, LLC899,116$71.4M0.03%+100,017+12.5%Added
Whale Rock Capital Management LLC863,115$68.5M2.04%+863,115New
Dimensional Fund Advisors LP836,645$66.4M0.02%+30,983+3.8%Added
Schroder Investment Management Group815,630$64.8M0.10%−51,611−6.0%Reduced
Earnest Partners LLC794,978$63.1M0.42%+114,543+16.8%Added
Fisher Asset Management, LLC770,520$61.2M0.04%+3,637+0.5%Added
Northern Trust Corp752,620$59.8M0.01%−48,603−6.1%Reduced
Robeco Schweiz AG732,000$58.1M1.04%00.0%Unchanged
Norges Bank641,614$51.0M0.01%+93,377+17.0%Added
Charles Schwab Investment Management Inc626,081$49.7M0.02%−16,620−2.6%Reduced
Citadel Advisors LLC568,895$45.2M0.06%+112,544+24.7%Added
Pinnacle Associates Ltd568,593$45.2M0.98%−14,625−2.5%Reduced
Westfield Capital Management Co LP553,248$43.9M0.35%−179,134−24.5%Reduced
Price T Rowe Associates Inc520,302$41.3M0.01%+71,893+16.0%Added
Holocene Advisors, LP515,276$40.9M0.25%+298,627+137.8%Added
Swedbank AB500,000$39.7M0.09%+50,000+11.1%Added
Millennium Management LLC459,349$36.5M0.05%+116,990+34.2%Added
Morgan Stanley406,125$32.3M0.00%+62,568+18.2%Added
Schonfeld Strategic Advisors LLC380,200$30.2M0.32%+154,400+68.4%Added
Eagle Asset Management Inc368,539$29.3M0.18%+27,496+8.1%Added
Lord, Abbett & Co. LLC337,879$26.8M0.09%+11,144+3.4%Added
Neumeier Poma Investment Counsel LLC329,680$26.2M2.05%−2,650−0.8%Reduced
State of Wisconsin Investment Board313,332$24.9M0.06%−33,206−9.6%Reduced
Fuller & Thaler Asset Management, Inc.311,670$24.8M0.17%+167,909+116.8%Added
Todd Asset Management LLC295,300$23.5M0.60%−995−0.3%Reduced
Principal Financial Group Inc271,736$21.6M0.02%+26,180+10.7%Added
Kennedy Capital Management, Inc.264,541$21.0M0.59%−7,681−2.8%Reduced
Invesco Ltd.253,980$20.2M0.01%+45,184+21.6%Added
Chiron Investment Management, LLC246,658$19.6M3.29%+246,658New
Divisar Capital Management LLC234,280$18.6M6.03%+20,000+9.3%Added
Retirement Systems of Alabama233,396$18.5M0.08%−3,838−1.6%Reduced
JPMorgan Chase & Co212,701$16.9M0.00%+22,948+12.1%Added
North Growth Management Ltd.205,000$16.3M3.78%−29,000−12.4%Reduced
Rhumbline Advisers203,862$16.2M0.02%+10,373+5.4%Added
Loomis Sayles & Co L P186,081$14.8M0.03%−14,591−7.3%Reduced
Victory Capital Management Inc182,953$14.5M0.02%+9,487+5.5%Added
Peregrine Capital Management LLC180,158$14.3M0.43%−226−0.1%Reduced
Arnhold LLC179,431$14.3M1.70%00.0%Unchanged
LPL Financial LLC177,389$14.1M0.01%+9,142+5.4%Added
Alyeska Investment Group, L.P.176,027$14.0M0.16%−754,711−81.1%Reduced
Goldman Sachs Group Inc170,197$13.5M0.00%−8,107−4.5%Reduced
Swiss National Bank170,115$13.5M0.01%−800−0.5%Reduced
Renaissance Technologies LLC170,000$13.5M0.02%+77,600+84.0%Added
Scout Investments, Inc.161,025$12.8M0.25%00.0%Unchanged
Pacer Advisors, Inc.160,198$12.7M0.09%+15,946+11.1%Added
Hallmark Capital Management Inc157,983$12.5M1.17%+14,262+9.9%Added
Raymond James & Associates154,188$12.2M0.01%+4,108+2.7%Added
Leeward Investments, LLC - MA152,466$12.1M0.55%−4,553−2.9%Reduced
California Public Employees Retirement System151,274$12.0M0.01%−9,548−5.9%Reduced
Community Trust & Investment Co150,345$11.9M1.10%−4,164−2.7%Reduced
Woodline Partners LP150,297$11.9M0.19%−32,796−17.9%Reduced
First Trust Advisors LP144,313$11.5M0.01%−61,203−29.8%Reduced
Wells Fargo & Company143,663$11.4M0.00%+70,742+97.0%Added
UBS Asset Management Americas Inc141,616$11.2M0.01%+20,466+16.9%Added
Legal & General Group Plc140,240$11.1M0.00%+33,392+31.3%Added
Envestnet Asset Management Inc137,573$10.9M0.01%+11,197+8.9%Added
Front Street Capital Management, Inc.134,897$10.7M2.54%−610.0%Reduced
UBS Group AG130,660$10.4M0.01%−6,087−4.5%Reduced
Natixis Advisors, L.P.130,069$10.3M0.05%−669−0.5%Reduced
AQR Capital Management LLC126,526$10.0M0.02%−68,614−35.2%Reduced
Kornitzer Capital Management Inc121,921$9.68M0.19%00.0%Unchanged
Comerica Bank115,590$9.66M0.08%−1,234−1.1%Reduced
Easterly Investment Partners LLC119,758$9.51M0.85%−14,820−11.0%Reduced
American Century Companies Inc119,510$9.49M0.01%−101,017−45.8%Reduced
Channing Capital Management, LLC118,976$9.45M0.31%−19,633−14.2%Reduced
Tocqueville Asset Management L.P.117,435$9.33M0.17%00.0%Unchanged
American International Group, Inc.114,000$9.05M0.06%−8,312−6.8%Reduced
Twin Tree Management, LP110,344$8.76M0.16%+109,976+29,884.8%Added
Mutual of America Capital Management LLC109,515$8.70M0.11%−8,439−7.2%Reduced
Nordea Investment Management AB107,373$8.54M0.01%+18,649+21.0%Added
Hood River Capital Management LLC105,206$8.36M0.33%−269,520−71.9%Reduced
New York State Teachers Retirement System99,905$7.93M0.02%−700−0.7%Reduced
Shellback Capital, LP99,492$7.90M1.37%−92,819−48.3%Reduced
Paradigm Capital Management Inc99,400$7.89M0.54%−148,300−59.9%Reduced
Smith, Graham & Co., Investment Advisors, LP96,611$7.67M0.95%−2,583−2.6%Reduced
New York State Common Retirement Fund95,274$7.57M0.01%−6,770−6.6%Reduced
California State Teachers Retirement System91,305$7.25M0.01%−1,521−1.6%Reduced
F&V Capital Management, LLC91,255$7.25M2.58%+3,255+3.7%Added
Westpac Banking Corp88,531$7.03M0.09%−32,945−27.1%Reduced
Advisor Group Holdings, Inc.85,395$6.76M0.01%+2,258+2.7%Added
Two Sigma Investments, LP84,515$6.71M0.02%+84,515New
Force Hill Capital Management LP83,700$6.65M1.79%+83,700New
Deutsche Bank AG83,469$6.63M0.00%+919+1.1%Added
Two Sigma Advisers, LP81,142$6.44M0.02%+5,142+6.8%Added
State Board of Administration of Florida Retirement System81,059$6.44M0.02%−3,042−3.6%Reduced
Advisors Capital Management, LLC79,477$6.31M0.19%+1,087+1.4%Added
Jane Street Group, LLC79,030$6.28M0.01%+52,102+193.5%Added
Credit Suisse AG75,341$5.98M0.01%+9,931+15.2%Added