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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, 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
66.4M
−709.9K (−1.1%) vs. Q1 2022
Total value
$5.28B
−$1.26B (−19.3%) vs. Q1 2022
New holders
51
142 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: $5.28B
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, 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
Snowden Capital Advisors LLC5,134$407.0K0.02%+2,816+121.5%Added
Gateway Investment Advisers LLC5,168$410.0K0.00%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,227$415.0K0.02%+5,227New
Janney Montgomery Scott LLC5,199$418.0K0.00%−937−15.3%Reduced
Washington Capital Management Inc5,300$420.9K0.40%+5,300New
BKD Wealth Advisors, LLC5,301$421.0K0.02%+300+6.0%Added
Ritholtz Wealth Management5,299$421.0K0.03%+1,784+50.8%Added
Greenleaf Trust5,401$429.0K0.01%−16−0.3%Reduced
Brandywine Global Investment Management, LLC5,445$432.0K0.00%+5,445New
Neuberger Berman Group LLC5,538$440.0K0.00%+28+0.5%Added
Maryland State Retirement & Pension System5,722$454.0K0.01%00.0%Unchanged
SG Americas Securities, LLC5,763$458.0K0.01%−6,000−51.0%Reduced
Quantbot Technologies LP5,954$472.0K0.04%−4,669−44.0%Reduced
Bayesian Capital Management, LP5,996$476.0K0.09%+5,996New
Marshall Wace, LLP6,064$482.0K0.00%−159,823−96.3%Reduced
Cornerstone Investment Partners, LLC6,139$488.0K0.03%−84−1.3%Reduced
Tower Research Capital LLC (TRC)6,153$489.0K0.01%−2,134−25.8%Reduced
Merlin Capital LLC6,151$489.0K0.98%−66−1.1%Reduced
JB Capital LLC6,159$489.0K0.05%+258+4.4%Added
Donoghue Forlines LLC6,219$494.0K0.13%−1,251−16.7%Reduced
Vontobel Holding Ltd.6,250$496.0K0.01%−11,200−64.2%Reduced
Clearstead Advisors, LLC6,287$499.0K0.04%00.0%Unchanged
Securian Asset Management, Inc6,290$500.0K0.01%−186−2.9%Reduced
Prospera Financial Services Inc6,349$504.0K0.03%+2,164+51.7%Added
Mercer Global Advisors Inc6,474$514.0K0.00%−1,519−19.0%Reduced
Industrial Alliance Investment Management Inc.6,588$523.0K0.01%−2,973−31.1%Reduced
Park Avenue Securities LLC6,585$523.0K0.01%+1,012+18.2%Added
AlphaCrest Capital Management LLC6,833$543.0K0.03%+4,516+194.9%Added
Silvercrest Asset Management Group LLC6,847$544.0K0.00%−2,902−29.8%Reduced
ProShare Advisors LLC6,936$551.0K0.00%−3,220−31.7%Reduced
Northwestern Mutual Wealth Management Co7,457$592.0K0.00%+642+9.4%Added
HighPoint Advisor Group LLC7,845$604.0K0.07%+7,845New
Occudo Quantitative Strategies LP7,670$609.0K0.05%+2,384+45.1%Added
Russell Investments Group, Ltd.7,843$622.0K0.00%−3,600−31.5%Reduced
Shell Asset Management Co7,857$624.0K0.02%+1,725+28.1%Added
O'Shaughnessy Asset Management, LLC7,996$635.0K0.01%+2,307+40.6%Added
Xponance, Inc.8,252$655.0K0.01%+358+4.5%Added
Independent Financial Group, LLC8,345$662.8K0.07%−1,062−11.3%Reduced
First Republic Investment Management, Inc.8,427$669.0K0.00%+985+13.2%Added
Supplemental Annuity Collective Trust of NJ8,500$675.0K0.27%00.0%Unchanged
Graham Capital Management, L.P.8,582$681.0K0.03%+8,582New
Keebeck Alpha, LP8,705$691.0K0.31%+28+0.3%Added
Illinois Municipal Retirement Fund8,720$693.0K0.02%+4,421+102.8%Added
Kestra Advisory Services, LLC8,759$696.0K0.01%+2,892+49.3%Added
Pinnacle Wealth Management Advisory Group, LLC8,975$713.0K0.11%−20−0.2%Reduced
Hussman Strategic Advisors, Inc.9,300$739.0K0.13%+9,300New
Prudential Financial Inc9,320$751.0K0.00%−333−3.4%Reduced
Westport Asset Management Inc9,500$754.0K0.45%−2,000−17.4%Reduced
Public Employees Retirement Association of Colorado9,912$787.0K0.00%00.0%Unchanged
Pathstone Family Office, LLC10,337$821.2K0.02%−549−5.0%Reduced
Synovus Financial Corp10,359$823.0K0.01%00.0%Unchanged
Van Hulzen Asset Management, LLC10,377$824.0K0.10%−392−3.6%Reduced
Nisa Investment Advisors, LLC10,630$844.0K0.01%+9,031+564.8%Added
New Mexico Educational Retirement Board10,800$858.0K0.04%−4,900−31.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,814$859.0K0.01%−7,625−41.4%Reduced
CWM Advisors, LLC10,843$861.0K0.11%+8,447+352.5%Added
Mariner, LLC10,899$865.0K0.00%−4,288−28.2%Reduced
Integrated Advisors Network LLC11,200$890.0K0.06%+651+6.2%Added
State of Alaska, Department of Revenue11,347$900.0K0.01%−202−1.7%Reduced
Commonwealth Equity Services, LLC11,411$906.0K0.00%−1,436−11.2%Reduced
Handelsbanken Fonder AB11,447$909.0K0.01%00.0%Unchanged
NJ State Employees Deferred Compensation Plan11,475$911.0K0.15%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC11,550$917.0K0.02%−442−3.7%Reduced
Teacher Retirement System of Texas11,566$919.0K0.01%−3,283−22.1%Reduced
Werlinich Asset Management, LLC11,682$927.8K0.87%−505−4.1%Reduced
Green Alpha Advisors, LLC11,821$939.0K0.22%−1,158−8.9%Reduced
First Manhattan Co11,845$940.0K0.00%00.0%Unchanged
STRS Ohio12,386$983.0K0.00%+12,386New
TrinityPoint Wealth, LLC12,477$991.0K0.22%+248+2.0%Added
Carnegie Capital Asset Management, LLC12,520$994.0K0.04%00.0%Unchanged
Winton Group Ltd13,693$1.09M0.06%−7,874−36.5%Reduced
South Dakota Investment Council13,750$1.09M0.02%00.0%Unchanged
Janus Henderson Group PLC14,254$1.13M0.00%−15,990−52.9%Reduced
Belpointe Asset Management LLC14,265$1.13M0.08%00.0%Unchanged
HSBC Holdings PLC14,181$1.14M0.00%+8,277+140.2%Added
Livforsakringsbolaget Skandia, Omsesidigt14,400$1.14M0.10%+1,500+11.6%Added
IFP Advisors, Inc18,188$1.18M0.04%−7,394−28.9%Reduced
Guggenheim Capital LLC14,895$1.18M0.01%+1,387+10.3%Added
Liontrust Investment Partners LLP15,000$1.19M0.02%00.0%Unchanged
Baird Financial Group, Inc.15,109$1.20M0.00%+167+1.1%Added
DuPont Capital Management Corp15,344$1.22M0.06%+7,559+97.1%Added
Oppenheimer Asset Management Inc.15,555$1.24M0.02%+15,555New
Princeton Capital Management LLC15,627$1.24M0.48%−950−5.7%Reduced
Johnson Investment Counsel Inc16,496$1.31M0.02%−200−1.2%Reduced
Gotham Asset Management, LLC16,768$1.33M0.04%+1,321+8.6%Added
Cambridge Investment Research Advisors, Inc.16,863$1.34M0.01%+152+0.9%Added
US Bancorp17,085$1.36M0.00%+2,336+15.8%Added
Fifth Third Bancorp17,111$1.36M0.01%−181−1.0%Reduced
Rothschild Investment Corp17,117$1.36M0.13%+130+0.8%Added
Thompson Investment Management, Inc.17,500$1.39M0.24%+500+2.9%Added
State of Michigan Retirement System17,528$1.39M0.01%−800−4.4%Reduced
Federation des caisses Desjardins du Quebec17,826$1.42M0.02%+1,630+10.1%Added
Royal Bank of Canada17,946$1.43M0.00%−529−2.9%Reduced
Versor Investments LP18,107$1.44M0.06%+11,662+180.9%Added
First Hawaiian Bank18,170$1.44M0.05%+401+2.3%Added
Voya Investment Management LLC18,330$1.46M0.00%+58+0.3%Added
McDonald Partners LLC19,023$1.51M0.39%00.0%Unchanged
Louisiana State Employees Retirement System18,100$1.51M0.04%−800−4.2%Reduced
AIA Group Ltd19,100$1.52M0.08%+19,100New
Arizona State Retirement System19,566$1.55M0.02%+22+0.1%Added